iShares U.S. Energy ETFIYEETF
13F holders, Q3 2025 (September 30)272holders −2
27new positions
23sold out
5famous investors
$47.51avg. 13F price*
At the end of Q3 2025, 272 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings, down 2 from Q2 2025. 27 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($90.5M), PGIM Custom Harvest LLC ($68.8M) and Bank of America Corp. ($47.7M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares U.S. Energy ETF
- CUSIP
- 464287796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $13.1M |
| Exits | 23 | $4.8M |
All 13F filers, Q2 2025 → Q3 2025: 445,810 shares bought and 1,631,720 shares sold, net −1,185,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Morgan Stanley | 0.01% | Reduce -4.9% | 1,903,486 | $90.5M |
| PGIM Custom Harvest LLC | 1.04% | Reduce -0.5% | 1,446,813 | $68.8M |
| Bank of America Corp. | 0.00% | Reduce -14.0% | 1,003,440 | $47.7M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 950,575 | $45.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.5% | 632,296 | $30.0M |
| UBS Group AG | 0.01% | Reduce -0.2% | 585,971 | $27.8M |
| LPL Financial LLC | 0.01% | Reduce -3.1% | 573,542 | $27.3M |
| Ameriprise Financial Inc. | 0.00% | Add +0.3% | 376,191 | $17.9M |
| Royal Bank of Canada | 0.00% | Reduce -6.4% | 358,162 | $17.0M |
| Bright Rock Capital Management, LLC | 2.79% | No change | 300,000 | $14.3M |
| MML Investors Services, LLC | 0.03% | Add +2.2% | 266,172 | $12.6M |
| Banco Santander, S.A. | 0.08% | No change | 194,521 | $9.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 188,356 | $9.0M |
| Mariner, LLC | 0.01% | Reduce -3.6% | 144,568 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.3% | 139,257 | $6.6M |
| Summit Financial Consulting LLC | 5.21% | Add +5.8% | 137,409 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.7% | 124,080 | $5.9M |
| Cetera Investment Advisers | 0.01% | Reduce -15.6% | 114,263 | $5.4M |
| AMG National Trust Bank | 0.12% | Reduce -2.3% | 106,830 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -14.3% | 97,098 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +18.8% | 85,377 | $4.2M |
| Hilltop Holdings Inc. | 0.20% | Reduce -16.8% | 81,091 | $3.9M |
| Zurich Insurance Group Ltd | 0.03% | No change | 79,500 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.3% | 79,151 | $3.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Reduce -5.2% | 78,414 | $3.7M |
| Citadel Advisors | 0.00% | Add +11.9% | 74,593 | $3.5M |
| Forte Asset Management LLC | 1.43% | Add +0.0% | 62,503 | $3.0M |
| Empowered Funds, LLC | 0.03% | New | 58,672 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +3.9% | 56,072 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -19.3% | 55,055 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 51,657 | $2.5M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 46,154 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -24.5% | 45,941 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.1% | 45,332 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -0.6% | 45,265 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 44,795 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -17.2% | 44,535 | $2.1M |
| Synovus Financial Corp. | 0.02% | Add +0.9% | 44,465 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.7% | 43,052 | $2.0M |
| Biondo Investment Advisors, LLC | 0.25% | Add +5.3% | 42,610 | $2.0M |
| Quantinno Capital Management LP | 0.01% | Add +16.5% | 40,907 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +2.0% | 40,879 | $1.9M |
| Waterloo Capital, L.P. | 0.13% | Add +0.8% | 37,124 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +46.5% | 36,981 | $1.8M |
| First Citizens Financial Corp | 0.86% | Reduce -1.1% | 36,781 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.6% | 35,983 | $1.7M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -80.0% | 35,674 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +1.8% | 34,006 | $1.6M |
| D. E. Shaw & Co. | 0.00% | New | 32,877 | $1.6M |
| Dentgroup LLC | 0.97% | Reduce -3.5% | 31,743 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +1319.5% | 30,563 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -55.6% | 29,265 | $1.4M |
| Foundation Wealth Management, LLC | 0.94% | Reduce -1.2% | 29,071 | $1.4M |
| Renaissance Technologies | 0.00% | Add +491.8% | 29,000 | $1.4M |
| Quadrature Capital Ltd | 0.02% | Add +11.1% | 28,410 | $1.4M |
| Creative Planning | 0.00% | Add +0.1% | 27,997 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -11.9% | 26,977 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -13.4% | 27,027 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.1% | 26,927 | $1.3M |
| Ballew Advisors, Inc | 0.70% | Reduce -0.0% | 27,235 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.4% | 24,956 | $1.2M |
| Capital Advisory Group Advisory Services, LLC | 0.37% | Add +0.9% | 24,870 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 24,714 | $1.2M |
| Rockland Trust Co. | 0.05% | No change | 24,009 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +2.1% | 24,099 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.6% | 23,532 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.9% | 23,327 | $1.1M |
| Csenge Advisory Group | 0.05% | Add +3.7% | 22,996 | $1.1M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -0.5% | 22,714 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.6% | 22,700 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | No change | 22,271 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -64.7% | 21,203 | $1.0M |
| Wealth Management Partners, LLC | 0.32% | Add +1.6% | 21,076 | $1.0M |
| Ethos Financial Group, LLC | 0.08% | Add +0.0% | 20,756 | $986K |
| Cottonwood Capital Advisors, LLC | 0.71% | Reduce -1.5% | 20,589 | $978K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 19,874 | $944K |
| Politan Capital Management LP | 0.08% | Add +13.9% | 19,599 | $931K |
| KKM Financial LLC | 0.29% | No change | 19,268 | $916K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.7% | 18,589 | $883K |
| Cwm, LLC | 0.00% | Reduce -3.6% | 18,462 | $877K |
| Heartwood Wealth Advisors LLC | 0.07% | Add +3.5% | 16,019 | $761K |
| Ironwood Financial, llc | 0.13% | Add +82.5% | 15,398 | $732K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 15,154 | $720K |
| Navellier & Associates Inc. | 0.07% | New | 15,037 | $715K |
| Founders Financial Securities LLC | 0.04% | Add +0.0% | 13,795 | $656K |
| Blue Trust, Inc. | 0.01% | Reduce -2.0% | 13,686 | $650K |
| Liberty Wealth Management LLC | 0.09% | Add +4.7% | 13,637 | $648K |
| Grove Bank & Trust | 0.08% | Add +121.0% | 13,608 | $647K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.9% | 13,190 | $627K |
| Counterweight Ventures, LLC | 0.36% | Reduce -1.5% | 13,018 | $619K |
| Arkadios Wealth Advisors | 0.01% | Add +1.3% | 12,817 | $609K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -0.5% | 12,703 | $604K |
| Strategic Blueprint, LLC | 0.03% | New | 12,369 | $588K |
| Atria Investments, Inc | 0.01% | Reduce -2.9% | 12,139 | $577K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -2.2% | 11,700 | $556K |
| Truist Financial Corp. | 0.00% | Add +1.6% | 11,639 | $553K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.5% | 11,075 | $526K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -91.2% | 10,830 | $515K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -0.0% | 10,699 | $508K |
| Chemistry Wealth Management LLC | 0.10% | No change | 10,658 | $506K |
"% 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.