iShares U.S. Energy ETFIYEETF
13F holders, Q1 2025 (March 31)298holders −6
36new positions
39sold out
4famous investors
$49.24avg. 13F price*
At the end of Q1 2025, 298 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings, down 6 from Q4 2024. 36 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($104.2M), PGIM Custom Harvest LLC ($73.3M) and Bank of America Corp. ($59.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares U.S. Energy ETF
- CUSIP
- 464287796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $8.7M |
| Exits | 39 | $17.6M |
All 13F filers, Q4 2024 → Q1 2025: 683,364 shares bought and 1,353,562 shares sold, net −670,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 298 holders
| Morgan Stanley | 0.01% | Add +0.3% | 2,113,976 | $104.2M |
| PGIM Custom Harvest LLC | 1.75% | Add +2.3% | 1,486,973 | $73.3M |
| Bank of America Corp. | 0.01% | Reduce -2.5% | 1,207,512 | $59.5M |
| Wells Fargo & Company | 0.01% | Add +0.5% | 1,055,008 | $52.0M |
| UBS Group AG | 0.01% | Reduce -9.5% | 828,879 | $40.9M |
| Goldman Sachs Group Inc. | 0.01% | No change | 622,662 | $30.7M |
| LPL Financial LLC | 0.01% | Reduce -5.3% | 608,107 | $30.0M |
| Ameriprise Financial Inc. | 0.01% | Add +35.5% | 398,078 | $19.6M |
| Royal Bank of Canada | 0.00% | Add +4.9% | 367,478 | $18.1M |
| Bright Rock Capital Management, LLC | 3.12% | No change | 300,000 | $14.8M |
| MML Investors Services, LLC | 0.04% | Add +2.4% | 245,738 | $12.1M |
| Crestwood Advisors Group, LLC | 0.21% | Reduce -2.3% | 220,523 | $10.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.4% | 203,048 | $10.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.8% | 202,056 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +31.3% | 193,696 | $9.5M |
| Cetera Investment Advisers | 0.02% | Add +8.3% | 185,521 | $9.1M |
| Mariner, LLC | 0.01% | Add +0.8% | 159,222 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Add +16.4% | 122,150 | $6.0M |
| AMG National Trust Bank | 0.16% | Reduce -15.5% | 119,149 | $5.9M |
| Summit Financial Consulting LLC | 5.16% | — | 112,711 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +116.3% | 111,394 | $5.5M |
| Hilltop Holdings Inc. | 0.26% | Add +11.4% | 84,682 | $4.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Reduce -5.6% | 81,283 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +57.3% | 70,528 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.6% | 67,104 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +44.0% | 60,766 | $3.0M |
| Prospera Financial Services Inc | 0.07% | Add +16.9% | 58,330 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.12% | Reduce -1.4% | 55,465 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 54,753 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.7% | 54,569 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.7% | 51,432 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +2.1% | 51,361 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.4% | 49,231 | $2.4M |
| Capital Advisory Group Advisory Services, LLC | 0.90% | Reduce -0.5% | 48,054 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -17.0% | 47,800 | $2.4M |
| First Citizens Financial Corp | 1.28% | Reduce -3.0% | 46,049 | $2.3M |
| Synovus Financial Corp. | 0.03% | Add +0.4% | 43,909 | $2.2M |
| Wealthstar Advisors, LLC | 0.95% | Add +11.8% | 41,893 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +61.6% | 41,374 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.0% | 40,267 | $2.0M |
| Sunbelt Securities, Inc. | 0.18% | Add +2.5% | 40,242 | $2.0M |
| Quadrature Capital Ltd | 0.04% | Add +12.8% | 39,117 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +49.5% | 38,100 | $1.9M |
| Biondo Investment Advisors, LLC | 0.26% | Add +0.7% | 37,828 | $1.9M |
| Waterloo Capital, L.P. | 0.17% | Add +0.7% | 36,600 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 35,459 | $1.7M |
| Dentgroup LLC | 1.29% | Reduce -0.9% | 34,874 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +6.0% | 34,635 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +12.6% | 33,005 | $1.6M |
| Summit Financial Wealth Advisors, LLC | 0.31% | Reduce -0.3% | 31,388 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -25.1% | 31,340 | $1.5M |
| Quantinno Capital Management LP | 0.01% | Add +163.2% | 30,489 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Reduce -4.7% | 30,731 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.9% | 28,646 | $1.4M |
| Citadel Advisors | 0.00% | Add +154.5% | 28,099 | $1.4M |
| Creative Planning | 0.00% | Add +2.6% | 27,354 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -21.4% | 26,662 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -3.4% | 25,807 | $1.3M |
| Wealth Management Partners, LLC | 0.57% | Add +48.6% | 24,981 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -0.1% | 24,714 | $1.2M |
| Foundation Wealth Management, LLC | 0.95% | Add +1.0% | 24,654 | $1.2M |
| Rockland Trust Co. | 0.06% | Reduce -2.4% | 24,417 | $1.2M |
| Ethos Financial Group, LLC | 0.11% | New | 23,642 | $1.2M |
| Ballew Advisors, Inc | 0.76% | Add +20.6% | 27,102 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.6% | 22,664 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.6% | 22,271 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 21,566 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -6.3% | 21,403 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +7.3% | 20,989 | $1.0M |
| Cottonwood Capital Advisors, LLC | 0.76% | Reduce -1.3% | 20,947 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -0.0% | 20,094 | $991K |
| Mutual Advisors, LLC | 0.03% | Add +2.6% | 22,527 | $984K |
| Corient Private Wealth LP | 0.00% | Reduce -59.6% | 19,941 | $983K |
| KKM Financial LLC | 0.40% | Reduce -14.7% | 19,268 | $950K |
| Renaissance Technologies | 0.00% | Add +10.4% | 18,100 | $892K |
| Csenge Advisory Group | 0.05% | Add +6.1% | 19,786 | $855K |
| Family Firm, Inc. | 0.18% | Add +0.7% | 16,388 | $808K |
| Journey Strategic Wealth LLC | 0.03% | Add +17.2% | 15,878 | $783K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -56.9% | 15,431 | $761K |
| Heartwood Wealth Advisors LLC | 0.09% | Reduce -42.3% | 15,430 | $761K |
| Counterweight Ventures, LLC | 0.49% | Reduce -2.3% | 13,967 | $689K |
| Blue Trust, Inc. | 0.01% | Add +0.1% | 13,705 | $676K |
| Tradition Wealth Management, LLC | 0.06% | No change | 12,988 | $640K |
| Founders Financial Securities LLC | 0.05% | Reduce -6.6% | 14,243 | $627K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 11,960 | $590K |
| Eq LLC | 0.27% | Reduce -8.9% | 11,770 | $580K |
| Allstate Corp. | 0.02% | New | 11,700 | $577K |
| Arkadios Wealth Advisors | 0.02% | Reduce -9.0% | 11,654 | $575K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.6% | 11,594 | $572K |
| Equitable Holdings, Inc. | 0.01% | Reduce -18.4% | 11,527 | $568K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 11,512 | $568K |
| Atria Investments, Inc | 0.01% | Reduce -3.9% | 11,328 | $558K |
| Financial Partners Group, Inc | 0.08% | Reduce -0.8% | 11,064 | $545K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | No change | 10,962 | $540K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.6% | 11,659 | $537K |
| TRUE Private Wealth Advisors | 0.06% | Add +0.0% | 10,700 | $527K |
| Chemistry Wealth Management LLC | 0.12% | No change | 10,658 | $525K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +56.6% | 10,498 | $518K |
| Empirical Asset Management, LLC | 0.18% | Add +1.5% | 10,430 | $514K |
| Yukon Wealth Management, Inc. | 0.21% | — | 10,353 | $510K |
| Allegheny Financial Group | 0.13% | Reduce -18.6% | 10,097 | $498K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -81.8% | 9,879 | $487K |
| PNC Financial Services Group, Inc. | 0.00% | Add +141.4% | 9,507 | $469K |
| Fisher Asset Management | 0.00% | New | 9,267 | $457K |
| Simmons Bank | 0.03% | Reduce -0.1% | 9,122 | $450K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +10.8% | 8,846 | $436K |
| Narwhal Capital Management | 0.04% | No change | 8,825 | $435K |
| SPC Financial, Inc. | 0.04% | Reduce -23.6% | 8,805 | $434K |
| Millennium Capital Advisors, LLC | 0.32% | Reduce -12.9% | 8,768 | $432K |
| Retirement Planning Group, LLC | 0.02% | Add +23.6% | 8,712 | $430K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.3% | 8,444 | $416K |
| Ironwood Financial, llc | 0.09% | Add +4.6% | 8,438 | $416K |
| Country Club Bank | 0.03% | No change | 8,459 | $412K |
| Magnus Financial Group LLC | 0.04% | Reduce -9.8% | 8,355 | $412K |
| MCF Advisors LLC | 0.03% | No change | 8,336 | $411K |
| Meridian Wealth Management, LLC | 0.02% | New | 8,321 | $410K |
| Griffin Asset Management, Inc. | 0.05% | Add +0.0% | 8,089 | $399K |
| Bernardo Wealth Planning LLC | 0.09% | Reduce -0.1% | 7,772 | $383K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 7,651 | $377K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -13.4% | 7,639 | $372K |
| Sigma Planning Corp | 0.01% | Add +26.1% | 7,499 | $370K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.6% | 7,408 | $365K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.3% | 7,392 | $364K |
| Comerica Bank | 0.00% | Reduce -2.0% | 7,295 | $360K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -10.0% | 7,144 | $352K |
| Rwa Wealth Partners, LLC | 0.00% | Add +0.1% | 7,106 | $350K |
| Ascent Group, LLC | 0.01% | New | 7,085 | $349K |
| Lazari Capital Management, Inc. | 0.14% | No change | 6,950 | $343K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -6.2% | 6,765 | $334K |
| Rosenberg Matthew Hamilton | 0.08% | Reduce -12.3% | 6,769 | $334K |
| Kilter Group LLC | 0.21% | No change | 6,658 | $328K |
| Watershed Private Wealth LLC | 0.13% | Reduce -1.9% | 6,580 | $324K |
| Appleton Partners Inc. | 0.02% | No change | 6,539 | $322K |
| ShoreHaven Wealth Partners, LLC | 0.15% | Reduce -61.2% | 6,384 | $315K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +7.0% | 6,298 | $310K |
| FMR LLC | 0.00% | Add +10.5% | 6,246 | $308K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -97.5% | 6,239 | $308K |
| Grove Bank & Trust | 0.04% | No change | 6,158 | $304K |
| Ellerson Group Inc. | 0.24% | Reduce -29.4% | 6,000 | $296K |
| Promethium Advisors,llc | 0.19% | New | 5,973 | $294K |
| Chicago Partners Investment Group LLC | 0.01% | Add +16.4% | 6,793 | $290K |
| Detalus Advisors, LLC | 0.09% | Reduce -61.0% | 5,877 | $290K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.7% | 5,867 | $289K |
| Cerity Partners LLC | 0.00% | Reduce -47.7% | 5,860 | $289K |
| Lakeshore Capital Group, Inc. | 0.28% | New | 5,853 | $289K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -38.6% | 5,787 | $285K |
| Brookstone Capital Management | 0.00% | Reduce -1.4% | 5,748 | $283K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 5,715 | $282K |
| GWN Securities Inc. | 0.02% | New | 6,158 | $280K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 5,653 | $279K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 5,594 | $276K |
| Next Capital Management LLC | 0.13% | No change | 5,500 | $271K |
| Cora Capital Advisors LLC | 0.13% | No change | 5,500 | $271K |
| Spire Wealth Management | 0.01% | Reduce -0.8% | 5,480 | $270K |
| Greenwich Wealth Management LLC | 0.02% | No change | 5,367 | $265K |
| Gotham Asset Management | 0.00% | New | 5,308 | $262K |
| Pekin Hardy Strauss, Inc. | 0.03% | No change | 5,275 | $260K |
| One Wealth Advisors, LLC | 0.04% | Reduce -53.1% | 5,233 | $258K |
| Claro Advisors Inc. | 0.03% | Reduce -30.5% | 5,110 | $252K |
| Glenview Trust Co | 0.00% | Reduce -87.9% | 5,099 | $251K |
| Advisory Services Network, LLC | 0.00% | Reduce -14.5% | 5,052 | $249K |
| CoreCap Advisors, LLC | 0.01% | Add +0.4% | 5,040 | $248K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 5,000 | $247K |
| Montecito Bank & Trust | 0.04% | Reduce -21.1% | 4,989 | $246K |
| Global Financial Private Client, LLC | 0.09% | Reduce -0.2% | 4,988 | $246K |
| Interchange Capital Partners, LLC | 0.07% | New | 4,948 | $244K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.6% | 4,893 | $241K |
| CW Advisors, LLC | 0.00% | New | 4,887 | $241K |
| Saxon Interests, Inc. | 0.11% | New | 4,787 | $236K |
| Valmark Advisers, Inc. | 0.00% | Add +2.7% | 4,700 | $232K |
| Blair William & Co. | 0.00% | Reduce -6.6% | 4,677 | $231K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 5,315 | $229K |
| Virtue Capital Management, LLC | 0.03% | Reduce -19.8% | 4,644 | $229K |
| Market Street Wealth Management Advisors LLC | 0.04% | Reduce -27.9% | 4,487 | $221K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,426 | $218K |
| Venturi Wealth Management, LLC | 0.01% | New | 4,400 | $217K |
| AE Wealth Management LLC | 0.00% | Reduce -5.1% | 4,395 | $217K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,324 | $213K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,319 | $213K |
| Choreo, LLC | 0.00% | Reduce -6.7% | 4,290 | $211K |
| Lodestar Private Asset Management LLC | 0.03% | New | 4,248 | $209K |
| Strategic Blueprint, LLC | 0.01% | Reduce -42.0% | 4,241 | $209K |
| Lantz Financial LLC | 0.06% | New | 4,194 | $207K |
| Aprio Wealth Management, LLC | 0.03% | New | 4,181 | $206K |
| LPWM LLC | 0.07% | New | 4,177 | $206K |
| Councilor Wealth, LLC | 0.10% | New | 4,120 | $203K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.6% | 4,108 | $203K |
| Montag A & Associates Inc. | 0.01% | No change | 3,825 | $189K |
| Bank of Montreal | 0.00% | Reduce -10.6% | 3,666 | $181K |
| Financial Life Planners | 0.18% | Reduce -5.3% | 3,649 | $180K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -41.6% | 3,377 | $167K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -12.8% | 3,365 | $166K |
| Continuum Advisory, LLC | 0.02% | Reduce -14.3% | 3,169 | $156K |
| Investors Research Corp | 0.03% | No change | 3,050 | $150K |
| US Bancorp \de | 0.00% | No change | 3,007 | $148K |
| Hollencrest Capital Management | 0.01% | No change | 2,981 | $147K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Reduce -29.6% | 2,877 | $142K |
| Golden State Wealth Management, LLC | 0.02% | Add +1.8% | 2,663 | $131K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.0% | 2,521 | $125K |
| BlackRock, Inc. | 0.00% | Add +71.3% | 2,425 | $120K |
| Bellevue Asset Management, LLC | 0.06% | Add +6.0% | 2,301 | $113K |
| Principal Securities, Inc. | 0.00% | No change | 2,428 | $111K |
| Larson Financial Group LLC | 0.01% | Add +138.5% | 2,244 | $111K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +66.8% | 1,982 | $98K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 2,115 | $96K |
| Matrix Private Capital Group LLC | 0.06% | No change | 1,890 | $93K |
| Pineridge Advisors LLC | 0.03% | Add +0.7% | 1,708 | $84K |
| IFP Advisors, Inc | 0.00% | Add +0.8% | 1,654 | $82K |
| WealthShield Partners, LLC | 0.01% | Add +171.6% | 1,567 | $77K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.7% | 1,466 | $72K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Reduce -7.3% | 1,225 | $60K |
| N.E.W. Advisory Services LLC | 0.00% | New | 1,163 | $57K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,140 | $56K |
| Signaturefd, LLC | 0.00% | No change | 1,100 | $54K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 1,050 | $52K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,025 | $51K |
| NBT Bank, N.A. | 0.00% | Reduce -11.1% | 1,002 | $49K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,000 | $49K |
| Allworth Financial LP | 0.00% | No change | 1,119 | $49K |
| Parallel Advisors, LLC | 0.00% | No change | 958 | $47K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 849 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 848 | $42K |
| Sound Income Strategies, LLC | 0.00% | No change | 842 | $42K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 840 | $41K |
| MAI Capital Management | 0.00% | Add +0.1% | 829 | $41K |
| Cornerstone Planning Group LLC | 0.01% | Add +632.6% | 945 | $41K |
| Financial Management Professionals, Inc. | 0.01% | No change | 824 | $41K |
| GKV Capital Management Co., Inc. | 0.02% | No change | 764 | $38K |
| Ameriflex Group, Inc. | 0.02% | No change | 748 | $37K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 740 | $36K |
| FWL Investment Management, LLC | 0.01% | Reduce -33.2% | 705 | $35K |
| Glenmede Trust Co. NA | 0.00% | New | 650 | $32K |
| Key Financial Inc | 0.01% | No change | 600 | $30K |
| Geneos Wealth Management Inc. | 0.00% | No change | 575 | $28K |
| Capital A Wealth Management, LLC | 0.03% | Add +3.6% | 573 | $28K |
| CX Institutional | 0.00% | New | 547 | $27K |
| Beacon Capital Management, LLC | 0.00% | Add +0.6% | 540 | $27K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 533 | $26K |
| Wayfinding Financial, LLC | 0.01% | New | 532 | $26K |
| Coldstream Capital Management Inc. | 0.00% | New | 510 | $25K |
| Founders Financial Alliance, LLC | 0.01% | No change | 500 | $25K |
| Parkside Financial Bank & Trust | 0.00% | New | 500 | $25K |
| LRI Investments, LLC | 0.00% | No change | 480 | $24K |
| Rise Advisors, LLC | 0.01% | New | 467 | $23K |
| Phillips Financial Management, LLC | 0.00% | No change | 457 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 456 | $22K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $22K |
| Arax Advisory Partners | 0.00% | New | 442 | $22K |
| Whittier Trust Co. | 0.00% | No change | 434 | $21K |
| Register Financial Advisors LLC | 0.01% | New | 425 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -28.4% | 507 | $20K |
| Tsfg, LLC | 0.00% | No change | 357 | $18K |
| Centricity Wealth Management, LLC | 0.02% | New | 360 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -11.8% | 359 | $18K |
| Independence Bank of Kentucky | 0.00% | No change | 353 | $17K |
| Sandy Spring Bank | 0.00% | No change | 340 | $17K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 306 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 305 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 294 | $14K |
| New Republic Capital, LLC | 0.01% | No change | 294 | $14K |
| AlphaCore Capital LLC | 0.00% | New | 259 | $13K |
| Assetmark, Inc. | 0.00% | Reduce -32.6% | 217 | $11K |
| National Bank of Canada | 0.00% | New | 210 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.5% | 198 | $10K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 175 | $9K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -90.0% | 163 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 157 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $7K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -54.1% | 150 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 142 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 139 | $7K |
| IAG Wealth Partners, LLC | 0.00% | No change | 135 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +0.8% | 124 | $6K |
| SouthState Bank Corp | 0.00% | No change | 115 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -25.5% | 108 | $5K |
| Concord Wealth Partners | 0.00% | No change | 108 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 101 | $5K |
| Capital Investment Counsel, Inc | 0.00% | No change | 100 | $5K |
| Bellwether Advisors, LLC | 0.00% | No change | 98 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 97 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 95 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 90 | $4K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +1.1% | 88 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 74 | $4K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 72 | $4K |
| LGT Financial Advisors LLC | 0.01% | Reduce -86.6% | 67 | $3K |
| Transce3nd, LLC | 0.00% | No change | 40 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.0% | 25 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $991 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 20 | $986 |
| Private Trust Co. NA | 0.00% | Reduce -84.3% | 20 | $986 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 15 | $721 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 13 | $644 |
| Bogart Wealth, LLC | 0.00% | No change | 12 | $592 |
| Founders Capital Management | 0.00% | No change | 9 | $467 |
| Ancora Advisors LLC | 0.00% | Reduce -68.8% | 5 | $246 |
"% of holder's portfolio" is IYE's weight in each manager's 13F, not the share of iShares U.S. Energy ETF the manager owns.