iShares U.S. Energy ETFIYEETF
13F holders, Q2 2025 (June 30)274holders −24
21new positions
45sold out
3famous investors
$45.24avg. 13F price*
At the end of Q2 2025, 274 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings, down 24 from Q1 2025. 21 opened new positions and 45 sold out. The largest holders were Morgan Stanley ($90.5M), PGIM Custom Harvest LLC ($65.8M) and Bank of America Corp. ($52.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $19.1M |
| Exits | 45 | $9.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,305,172 shares bought and 1,162,820 shares sold, net +142,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| Morgan Stanley | 0.01% | Reduce -5.3% | 2,000,970 | $90.5M |
| PGIM Custom Harvest LLC | 1.36% | Reduce -2.2% | 1,454,612 | $65.8M |
| Bank of America Corp. | 0.00% | Reduce -3.4% | 1,166,212 | $52.7M |
| Wells Fargo & Company | 0.01% | Reduce -8.3% | 967,753 | $43.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +48.2% | 922,662 | $41.7M |
| LPL Financial LLC | 0.01% | Reduce -2.6% | 592,163 | $26.8M |
| UBS Group AG | 0.01% | Reduce -29.2% | 586,972 | $26.5M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 382,778 | $17.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 375,248 | $17.0M |
| Bright Rock Capital Management, LLC | 2.75% | No change | 300,000 | $13.6M |
| MML Investors Services, LLC | 0.03% | Add +6.0% | 260,536 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Add +19.2% | 242,090 | $10.9M |
| BNP Paribas Financial Markets | 0.01% | Add +936.5% | 217,548 | $9.8M |
| Banco Santander, S.A. | 0.08% | New | 194,521 | $8.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.3% | 189,272 | $8.6M |
| Crestwood Advisors Group, LLC | 0.14% | Reduce -19.0% | 178,601 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.6% | 177,023 | $8.0M |
| Mariner, LLC | 0.01% | Reduce -5.8% | 149,948 | $6.8M |
| Cetera Investment Advisers | 0.01% | Reduce -27.0% | 135,404 | $6.1M |
| Summit Financial Consulting LLC | 5.28% | Add +15.3% | 129,917 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +2.3% | 124,896 | $5.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +126.1% | 123,388 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.6% | 113,236 | $5.1M |
| AMG National Trust Bank | 0.13% | Reduce -8.3% | 109,287 | $4.9M |
| Hilltop Holdings Inc. | 0.28% | Add +15.1% | 97,453 | $4.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Add +1.8% | 82,709 | $3.7M |
| Zurich Insurance Group Ltd | 0.03% | New | 79,500 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +18.3% | 71,874 | $3.3M |
| Corient Private Wealth LP | 0.00% | Add +242.3% | 68,249 | $3.1M |
| Citadel Advisors | 0.00% | Add +137.2% | 66,649 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.9% | 65,853 | $3.0M |
| Forte Asset Management LLC | 1.44% | New | 62,485 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -13.7% | 60,835 | $2.8M |
| Prospera Financial Services Inc | 0.05% | Add +2.8% | 59,987 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +249.8% | 53,984 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.5% | 53,781 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.8% | 47,192 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.7% | 46,445 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -17.9% | 45,547 | $2.1M |
| Wealthstar Advisors, LLC | 0.76% | Add +7.0% | 44,819 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.3% | 44,381 | $2.0M |
| Synovus Financial Corp. | 0.02% | Add +0.3% | 44,061 | $2.0M |
| Biondo Investment Advisors, LLC | 0.24% | Add +6.9% | 40,455 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -22.0% | 40,072 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -18.8% | 39,977 | $1.8M |
| Sunbelt Securities, Inc. | 0.16% | Reduce -2.4% | 39,268 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.3% | 38,935 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +76.3% | 38,032 | $1.7M |
| First Citizens Financial Corp | 0.93% | Reduce -19.2% | 37,204 | $1.7M |
| Waterloo Capital, L.P. | 0.13% | Add +0.6% | 36,832 | $1.7M |
| Quantinno Capital Management LP | 0.01% | Add +15.1% | 35,103 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -5.8% | 33,408 | $1.5M |
| Dentgroup LLC | 1.03% | Reduce -5.6% | 32,910 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.4% | 31,228 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.3% | 30,635 | $1.4M |
| Foundation Wealth Management, LLC | 0.93% | Add +19.4% | 29,433 | $1.3M |
| Creative Planning | 0.00% | Add +2.3% | 27,981 | $1.3M |
| Ballew Advisors, Inc | 0.75% | Add +0.5% | 27,242 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -11.4% | 27,776 | $1.3M |
| Quadrature Capital Ltd | 0.02% | Reduce -34.6% | 25,562 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -27.1% | 25,250 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 24,714 | $1.1M |
| Capital Advisory Group Advisory Services, LLC | 0.40% | Reduce -48.7% | 24,640 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.5% | 23,906 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +4.8% | 23,597 | $1.1M |
| Rockland Trust Co. | 0.05% | Reduce -1.7% | 24,009 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.7% | 23,548 | $1.1M |
| Journey Strategic Wealth LLC | 0.03% | Add +43.7% | 22,817 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | No change | 22,271 | $1.0M |
| Csenge Advisory Group | 0.05% | Add +12.1% | 22,182 | $962K |
| Wealth Management Partners, LLC | 0.34% | Reduce -17.0% | 20,741 | $952K |
| Cottonwood Capital Advisors, LLC | 0.63% | Reduce -0.2% | 20,905 | $945K |
| Ethos Financial Group, LLC | 0.08% | Reduce -12.2% | 20,750 | $938K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -31.2% | 19,720 | $892K |
| KKM Financial LLC | 0.30% | No change | 19,268 | $871K |
| Cwm, LLC | 0.00% | Reduce -10.6% | 19,143 | $866K |
| Politan Capital Management LP | 0.06% | New | 17,209 | $778K |
| Family Firm, Inc. | 0.18% | Add +0.4% | 16,447 | $744K |
| Heartwood Wealth Advisors LLC | 0.07% | Add +0.3% | 15,472 | $700K |
| Blue Trust, Inc. | 0.01% | Add +1.9% | 13,964 | $631K |
| Founders Financial Securities LLC | 0.05% | Reduce -3.2% | 13,789 | $624K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +16.8% | 13,449 | $608K |
| Counterweight Ventures, LLC | 0.39% | Reduce -5.4% | 13,212 | $597K |
| Liberty Wealth Management LLC | 0.09% | New | 13,028 | $589K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -1.7% | 12,762 | $577K |
| Arkadios Wealth Advisors | 0.02% | Add +8.6% | 12,658 | $572K |
| Atria Investments, Inc | 0.01% | Add +10.3% | 12,500 | $565K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 11,960 | $541K |
| Truist Financial Corp. | 0.00% | Reduce -55.6% | 11,450 | $518K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.1% | 11,355 | $513K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 11,020 | $498K |
| TRUE Private Wealth Advisors | 0.05% | No change | 10,700 | $484K |
| Chemistry Wealth Management LLC | 0.10% | No change | 10,658 | $482K |
| Financial Partners Group, Inc | 0.06% | Reduce -7.5% | 10,236 | $463K |
| Yukon Wealth Management, Inc. | 0.17% | Reduce -1.1% | 10,235 | $463K |
| Allegheny Financial Group | 0.10% | Add +0.1% | 10,103 | $457K |
| Empirical Asset Management, LLC | 0.14% | Reduce -3.5% | 10,070 | $455K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.3% | 10,021 | $453K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -50.8% | 9,889 | $447K |
| Equitable Holdings, Inc. | 0.00% | Reduce -19.4% | 9,289 | $420K |
"% 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.