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 |
| Retirement Planning Group, LLC | 0.02% | Add +43.2% | 10,639 | $506K |
| Smartleaf Asset Management LLC | 0.03% | New | 10,507 | $504K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.3% | 10,455 | $497K |
| Financial Partners Group, Inc | 0.06% | Add +0.1% | 10,241 | $487K |
| Yukon Wealth Management, Inc. | 0.16% | Add +0.0% | 10,239 | $487K |
| Empirical Asset Management, LLC | 0.13% | Reduce -1.0% | 9,970 | $474K |
| Allegheny Financial Group | 0.09% | Reduce -2.2% | 9,882 | $470K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -2.6% | 9,629 | $458K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -75.5% | 9,608 | $457K |
| HRT Financial LP | 0.00% | New | 9,543 | $453K |
| Virtue Capital Management, LLC | 0.07% | New | 15,767 | $446K |
| Ameritas Advisory Services, LLC | 0.03% | Add +115.3% | 9,226 | $438K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.7% | 9,225 | $438K |
| Simmons Bank | 0.03% | Reduce -0.0% | 9,065 | $431K |
| XTX Topco Ltd | 0.02% | New | 8,900 | $423K |
| Narwhal Capital Management | 0.03% | No change | 8,825 | $419K |
| Debussy Capital Management LP | 0.06% | Reduce -0.8% | 8,689 | $413K |
| Bank of Montreal | 0.00% | Add +0.5% | 8,532 | $405K |
| Country Club Bank | 0.02% | Reduce -0.1% | 8,274 | $397K |
| MCF Advisors LLC | 0.02% | No change | 8,336 | $396K |
| Concord Investment Counsel Inc. | 0.12% | — | 8,173 | $388K |
| Curi Capital, LLC | 0.01% | No change | 8,146 | $387K |
| Griffin Asset Management, Inc. | 0.04% | Reduce -2.5% | 8,056 | $383K |
| Magnus Financial Group LLC | 0.03% | Reduce -2.5% | 7,996 | $380K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -15.3% | 7,857 | $373K |
| Meridian Wealth Management, LLC | 0.01% | Add +1.8% | 7,674 | $365K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.5% | 7,617 | $362K |
| Appleton Partners Inc. | 0.02% | Add +13.8% | 7,439 | $354K |
| Bernardo Wealth Planning LLC | 0.07% | Reduce -0.3% | 7,428 | $353K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.5% | 7,342 | $349K |
| Millennium Capital Advisors, LLC | 0.21% | Reduce -9.2% | 7,325 | $348K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +11.8% | 7,260 | $345K |
| AE Wealth Management LLC | 0.00% | Add +76.5% | 7,136 | $339K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 7,100 | $337K |
| Lakeshore Capital Group, Inc. | 0.27% | Add +0.1% | 6,963 | $331K |
| Lazari Capital Management, Inc. | 0.11% | No change | 6,950 | $330K |
| Cresset Asset Management, LLC | 0.00% | Add +16.5% | 6,795 | $323K |
| Symphony Financial Services, Inc. | 0.17% | New | 6,725 | $320K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -1.5% | 6,665 | $317K |
| Kilter Group LLC | 0.15% | Reduce -0.0% | 6,657 | $316K |
| Eq LLC | 0.10% | Reduce -6.7% | 6,410 | $305K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.7% | 6,427 | $299K |
| SPC Financial, Inc. | 0.02% | Reduce -3.2% | 6,122 | $291K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.1% | 6,014 | $286K |
| Brookstone Capital Management | 0.00% | Add +4.1% | 5,923 | $281K |
| Spire Wealth Management | 0.01% | Add +9.1% | 5,907 | $281K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,888 | $280K |
| Sigma Planning Corp | 0.01% | Reduce -4.1% | 5,833 | $277K |
| First Citizens Bank & Trust Co. | 0.01% | Add +16.0% | 5,800 | $276K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 5,792 | $275K |
| Promethium Advisors,llc | 0.15% | No change | 5,670 | $269K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 5,715 | $266K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -3.2% | 5,546 | $264K |
| Cora Capital Advisors LLC | 0.11% | No change | 5,500 | $261K |
| Next Capital Management LLC | 0.09% | No change | 5,500 | $261K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 5,448 | $259K |
| FMR LLC | 0.00% | Add +5.3% | 5,415 | $257K |
| Pekin Hardy Strauss, Inc. | 0.03% | No change | 5,325 | $253K |
| Kraft, Davis & Associates, LLC | 0.06% | No change | 5,315 | $253K |
| Gotham Asset Management | 0.00% | No change | 5,308 | $252K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 5,230 | $249K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 5,071 | $241K |
| Qube Research & Technologies Ltd | 0.00% | Add +10.6% | 4,987 | $237K |
| Global Financial Private Client, LLC | 0.08% | No change | 4,968 | $236K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -6.2% | 4,952 | $235K |
| Interchange Capital Partners, LLC | 0.04% | Reduce -3.3% | 4,803 | $228K |
| Valmark Advisers, Inc. | 0.00% | Reduce -5.5% | 4,766 | $226K |
| Greenwich Wealth Management LLC | 0.01% | No change | 4,662 | $222K |
| Summit Financial Wealth Advisors, LLC | 0.03% | No change | 4,577 | $218K |
| AQR Capital Management | 0.00% | New | 4,376 | $208K |
| Cerity Partners LLC | 0.00% | New | 4,324 | $205K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -18.4% | 4,318 | $205K |
| Advisory Services Network, LLC | 0.00% | Reduce -9.7% | 4,294 | $204K |
| Aptus Capital Advisors, LLC | 0.00% | Add +26.7% | 4,288 | $204K |
| Comerica Bank | 0.00% | Reduce -2.4% | 4,259 | $202K |
| Lodestar Private Asset Management LLC | 0.02% | New | 4,248 | $202K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.7% | 4,160 | $198K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.0% | 3,852 | $183K |
| Montag A & Associates Inc. | 0.01% | No change | 3,825 | $182K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.0% | 3,694 | $176K |
| Financial Life Planners | 0.12% | New | 3,682 | $175K |
| AlphaCore Capital LLC | 0.01% | No change | 3,635 | $173K |
| Blair William & Co. | 0.00% | Reduce -1.0% | 3,546 | $169K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.5% | 3,288 | $156K |
| Investors Research Corp | 0.03% | No change | 3,050 | $145K |
| Quest 10 Wealth Builders, Inc. | 0.12% | No change | 2,673 | $127K |
| US Bancorp \de | 0.00% | Reduce -17.4% | 2,484 | $118K |
| Bellevue Asset Management, LLC | 0.05% | Reduce -0.3% | 2,298 | $109K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,903 | $90K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,890 | $90K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -13.1% | 1,756 | $83K |
| Optiver Holding B.V. | 0.00% | New | 1,731 | $82K |
| Principal Securities, Inc. | 0.00% | Add +43.1% | 1,644 | $78K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,575 | $75K |
| WealthShield Partners, LLC | 0.01% | Reduce -0.9% | 1,553 | $74K |
| IFP Advisors, Inc | 0.00% | Reduce -14.4% | 1,496 | $71K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.8% | 1,488 | $71K |
| Allworth Financial LP | 0.00% | Add +0.6% | 1,328 | $63K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 1,225 | $58K |
| Harbour Investments, Inc. | 0.00% | Add +19.2% | 1,212 | $58K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 1,163 | $55K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,140 | $54K |
| Signaturefd, LLC | 0.00% | No change | 1,100 | $52K |
| Parallel Advisors, LLC | 0.00% | Add +10.4% | 1,058 | $50K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,025 | $49K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,000 | $48K |
| NBT Bank, N.A. | 0.00% | Reduce -95.0% | 48 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +253.3% | 954 | $45K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 952 | $45K |
| Sound Income Strategies, LLC | 0.00% | Reduce -2.1% | 900 | $42K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 851 | $40K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 849 | $40K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +142.6% | 808 | $38K |
| Pineridge Advisors LLC | 0.01% | Reduce -56.8% | 742 | $35K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 740 | $35K |
| Westfuller Advisors, LLC | 0.01% | New | 592 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 507 | $24K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -38.7% | 505 | $24K |
| Founders Financial Alliance, LLC | 0.00% | No change | 500 | $24K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $24K |
| RMG Wealth Management LLC | 0.00% | No change | 500 | $23K |
| LRI Investments, LLC | 0.00% | No change | 480 | $23K |
| Phillips Financial Management, LLC | 0.00% | No change | 457 | $22K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $21K |
| Whittier Trust Co. | 0.00% | No change | 434 | $21K |
| Register Financial Advisors LLC | 0.01% | No change | 425 | $20K |
| Fifth Third Bancorp | 0.00% | New | 400 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -7.9% | 397 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 362 | $17K |
| Tsfg, LLC | 0.00% | No change | 357 | $17K |
| Independence Bank of Kentucky | 0.00% | No change | 353 | $17K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 340 | $16K |
| MAI Capital Management | 0.00% | Reduce -3.0% | 328 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 310 | $15K |
| 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 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 294 | $14K |
| Mma Asset Management LLC | 0.00% | New | 283 | $13K |
| Assetmark, Inc. | 0.00% | No change | 279 | $13K |
| National Bank of Canada | 0.00% | No change | 210 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 209 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.5% | 201 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | Add +122.2% | 200 | $10K |
| CX Institutional | 0.00% | New | 191 | $9K |
| Simplex Trading, LLC | 0.00% | New | 200 | $9K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 175 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -7.2% | 168 | $8K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 163 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 157 | $7K |
| Tompkins Financial Corp. | 0.00% | No change | 150 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $7K |
| Founders Capital Management | 0.00% | Add +0.7% | 141 | $7K |
| Abound Wealth Management | 0.00% | New | 140 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +0.8% | 126 | $6K |
| SouthState Bank Corp | 0.00% | No change | 115 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 97 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -29.0% | 93 | $4K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +1.1% | 89 | $4K |
| Westside Investment Management, Inc. | 0.00% | Reduce -10.1% | 80 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 74 | $4K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 72 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -24.1% | 60 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 56 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $951 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 20 | $950 |
| Private Trust Co. NA | 0.00% | No change | 20 | $950 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 15 | $705 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 13 | $618 |
| Ancora Advisors LLC | 0.00% | No change | 5 | $238 |
| Cloud Capital Management, LLC | 0.00% | New | 6 | $0 |
"% 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.