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 |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.1% | 9,272 | $419K |
| Ironwood Financial, llc | 0.09% | No change | 8,438 | $416K |
| Simmons Bank | 0.03% | Reduce -0.6% | 9,068 | $410K |
| Narwhal Capital Management | 0.03% | No change | 8,825 | $399K |
| Debussy Capital Management LP | 0.06% | New | 8,759 | $396K |
| Bank of Montreal | 0.00% | Add +131.5% | 8,486 | $384K |
| MCF Advisors LLC | 0.02% | No change | 8,336 | $377K |
| Country Club Bank | 0.02% | Reduce -2.1% | 8,285 | $376K |
| Griffin Asset Management, Inc. | 0.04% | Add +2.1% | 8,263 | $374K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.3% | 8,250 | $373K |
| Magnus Financial Group LLC | 0.03% | Reduce -1.8% | 8,204 | $371K |
| Curi Capital, LLC | 0.01% | New | 8,146 | $368K |
| Millennium Capital Advisors, LLC | 0.24% | Reduce -8.0% | 8,071 | $365K |
| Wealthspire Advisors, LLC | 0.00% | Add +3.0% | 7,610 | $344K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -9.4% | 7,536 | $341K |
| Bernardo Wealth Planning LLC | 0.07% | Reduce -4.1% | 7,451 | $337K |
| Retirement Planning Group, LLC | 0.01% | Reduce -14.7% | 7,429 | $336K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.8% | 7,363 | $333K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -0.1% | 7,100 | $321K |
| Lakeshore Capital Group, Inc. | 0.28% | Add +18.9% | 6,959 | $315K |
| Lazari Capital Management, Inc. | 0.12% | No change | 6,950 | $314K |
| Eq LLC | 0.12% | Reduce -41.6% | 6,873 | $311K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 6,765 | $306K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -9.7% | 6,690 | $303K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.8% | 6,538 | $301K |
| Kilter Group LLC | 0.16% | No change | 6,658 | $301K |
| Appleton Partners Inc. | 0.02% | No change | 6,539 | $296K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -9.1% | 6,494 | $294K |
| StoneX Group Inc. | 0.01% | New | 6,356 | $287K |
| SPC Financial, Inc. | 0.02% | Reduce -28.2% | 6,323 | $286K |
| Grove Bank & Trust | 0.03% | No change | 6,158 | $278K |
| Sigma Planning Corp | 0.01% | Reduce -18.9% | 6,084 | $275K |
| Ellerson Group Inc. | 0.19% | No change | 6,000 | $271K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -6.5% | 5,888 | $266K |
| Tyler-Stone Wealth Management | 0.04% | Add +0.3% | 5,883 | $266K |
| Allstate Corp. | 0.02% | Reduce -50.0% | 5,850 | $265K |
| Cresset Asset Management, LLC | 0.00% | New | 5,833 | $264K |
| D.A. Davidson & Co. | 0.00% | New | 5,785 | $262K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -15.4% | 5,727 | $259K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 5,715 | $258K |
| Brookstone Capital Management | 0.00% | Reduce -1.0% | 5,692 | $257K |
| Promethium Advisors,llc | 0.16% | Reduce -5.1% | 5,670 | $256K |
| Cora Capital Advisors LLC | 0.11% | No change | 5,500 | $249K |
| Next Capital Management LLC | 0.09% | No change | 5,500 | $249K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 5,315 | $249K |
| Spire Wealth Management | 0.01% | Reduce -1.2% | 5,416 | $245K |
| SC&H Financial Advisors, Inc. | 0.04% | Reduce -5.6% | 5,335 | $241K |
| Pekin Hardy Strauss, Inc. | 0.03% | Add +0.9% | 5,325 | $241K |
| Gotham Asset Management | 0.00% | No change | 5,308 | $240K |
| Farther Finance Advisors, LLC | 0.00% | Add +110.0% | 5,294 | $239K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +19.3% | 5,280 | $239K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -6.5% | 5,230 | $237K |
| Saxon Interests, Inc. | 0.11% | No change | 4,787 | $236K |
| FMR LLC | 0.00% | Reduce -17.6% | 5,144 | $233K |
| Valmark Advisers, Inc. | 0.00% | Add +7.3% | 5,041 | $228K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -52.3% | 5,006 | $226K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 5,000 | $226K |
| Global Financial Private Client, LLC | 0.08% | Reduce -0.4% | 4,968 | $225K |
| Interchange Capital Partners, LLC | 0.05% | Add +0.3% | 4,965 | $225K |
| ShoreHaven Wealth Partners, LLC | 0.09% | Reduce -22.7% | 4,934 | $223K |
| Renaissance Technologies | 0.00% | Reduce -72.9% | 4,900 | $222K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.0% | 4,894 | $221K |
| Advisory Services Network, LLC | 0.00% | Reduce -5.9% | 4,756 | $220K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -13.1% | 4,662 | $211K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Reduce -85.4% | 4,577 | $207K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,510 | $204K |
| Comerica Bank | 0.00% | Reduce -40.2% | 4,362 | $197K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -63.2% | 4,286 | $194K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.6% | 4,131 | $187K |
| EP Wealth Advisors, LLC | 0.00% | Add +20.2% | 4,045 | $183K |
| AE Wealth Management LLC | 0.00% | Reduce -8.0% | 4,042 | $183K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -58.6% | 3,938 | $178K |
| CoreCap Advisors, LLC | 0.01% | Reduce -22.0% | 3,931 | $178K |
| Global Retirement Partners, LLC | 0.00% | — | 3,848 | $174K |
| Montag A & Associates Inc. | 0.01% | No change | 3,825 | $173K |
| AlphaCore Capital LLC | 0.01% | Add +1303.5% | 3,635 | $164K |
| Blair William & Co. | 0.00% | Reduce -23.4% | 3,581 | $162K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 3,384 | $153K |
| Investors Research Corp | 0.03% | No change | 3,050 | $138K |
| US Bancorp \de | 0.00% | No change | 3,007 | $136K |
| Quest 10 Wealth Builders, Inc. | 0.12% | Reduce -7.1% | 2,673 | $121K |
| Bellevue Asset Management, LLC | 0.05% | Add +0.2% | 2,306 | $104K |
| BlackRock, Inc. | 0.00% | Reduce -11.2% | 2,153 | $97K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -24.1% | 2,021 | $91K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -10.0% | 1,903 | $86K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,890 | $85K |
| IFP Advisors, Inc | 0.00% | Add +5.6% | 1,747 | $79K |
| Pineridge Advisors LLC | 0.03% | Add +0.6% | 1,719 | $78K |
| Geneos Wealth Management Inc. | 0.00% | Add +173.9% | 1,575 | $71K |
| WealthShield Partners, LLC | 0.01% | No change | 1,567 | $71K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 1,476 | $67K |
| Allworth Financial LP | 0.00% | Add +18.0% | 1,320 | $60K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 1,225 | $55K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,163 | $53K |
| Principal Securities, Inc. | 0.00% | Reduce -52.7% | 1,149 | $52K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,140 | $52K |
| Signaturefd, LLC | 0.00% | No change | 1,100 | $50K |
| Headlands Technologies LLC | 0.01% | New | 1,084 | $49K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 1,050 | $47K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,025 | $46K |
| Harbour Investments, Inc. | 0.00% | Add +19.9% | 1,017 | $46K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,000 | $45K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 1,000 | $45K |
| NBT Bank, N.A. | 0.00% | Reduce -3.9% | 963 | $44K |
| Parallel Advisors, LLC | 0.00% | No change | 958 | $43K |
| Larson Financial Group LLC | 0.00% | Reduce -57.8% | 948 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +9.1% | 919 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +92.1% | 876 | $40K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 849 | $38K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 845 | $38K |
| Financial Management Professionals, Inc. | 0.00% | No change | 824 | $37K |
| Ameriflex Group, Inc. | 0.02% | Add +0.7% | 753 | $34K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 740 | $33K |
| Beacon Capital Management, LLC | 0.00% | Add +0.6% | 543 | $25K |
| RMG Wealth Management LLC | 0.00% | — | 500 | $23K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 507 | $23K |
| Founders Financial Alliance, LLC | 0.01% | No change | 500 | $23K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $23K |
| LRI Investments, LLC | 0.00% | No change | 480 | $22K |
| Rise Advisors, LLC | 0.01% | Add +0.6% | 470 | $21K |
| Phillips Financial Management, LLC | 0.00% | No change | 457 | $21K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $20K |
| Whittier Trust Co. | 0.00% | No change | 434 | $20K |
| Register Financial Advisors LLC | 0.01% | No change | 425 | $19K |
| Hantz Financial Services, Inc. | 0.00% | New | 431 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 360 | $16K |
| Centricity Wealth Management, LLC | 0.01% | No change | 360 | $16K |
| Tsfg, LLC | 0.00% | No change | 357 | $16K |
| Independence Bank of Kentucky | 0.00% | No change | 353 | $16K |
| Atlantic Union Bankshares Corp | 0.00% | New | 340 | $15K |
| MAI Capital Management | 0.00% | Reduce -59.2% | 338 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -83.2% | 333 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -24.9% | 332 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 310 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 305 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $14K |
| New Republic Capital, LLC | 0.00% | No change | 294 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 294 | $13K |
| Assetmark, Inc. | 0.00% | Add +28.6% | 279 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 270 | $12K |
| National Bank of Canada | 0.00% | No change | 210 | $9K |
| GAMMA Investing LLC | 0.00% | New | 209 | $9K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $9K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +1.0% | 200 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 181 | $8K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 175 | $8K |
| Brooklyn Investment Group | 0.00% | New | 163 | $7K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 163 | $7K |
| Anchor Investment Management, LLC | 0.00% | No change | 157 | $7K |
| Tompkins Financial Corp. | 0.00% | New | 150 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $7K |
| Founders Capital Management | 0.00% | Add +1455.6% | 140 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -86.1% | 131 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +0.8% | 125 | $6K |
| SouthState Bank Corp | 0.00% | No change | 115 | $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 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | — | 97 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 90 | $4K |
| Westside Investment Management, Inc. | 0.00% | Reduce -6.3% | 89 | $4K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 88 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -26.9% | 79 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 74 | $3K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 72 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -62.7% | 56 | $3K |
| Transce3nd, LLC | 0.00% | No change | 40 | $2K |
| Capital A Wealth Management, LLC | 0.01% | Reduce -96.2% | 22 | $971 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $909 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 20 | $904 |
| Private Trust Co. NA | 0.00% | No change | 20 | $904 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 15 | $666 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 13 | $591 |
| Ancora Advisors LLC | 0.00% | No change | 5 | $226 |
"% 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.