iShares U.S. Energy ETFIYEETF
13F holders, Q4 2025 (December 31)275holders +3
19new positions
28sold out
2famous investors
$47.49avg. 13F price*
At the end of Q4 2025, 275 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings, up 3 from Q3 2025. 19 opened new positions and 28 sold out. The largest holders were Morgan Stanley ($86.0M), PGIM Custom Harvest LLC ($69.0M) and Bank of America Corp. ($46.4M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares U.S. Energy ETF
- CUSIP
- 464287796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $9.0M |
| Exits | 28 | $15.7M |
All 13F filers, Q3 2025 → Q4 2025: 393,776 shares bought and 931,595 shares sold, net −537,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| Morgan Stanley | 0.01% | Reduce -4.9% | 1,809,873 | $86.0M |
| PGIM Custom Harvest LLC | 1.02% | Add +0.4% | 1,452,119 | $69.0M |
| Bank of America Corp. | 0.00% | Reduce -2.8% | 975,248 | $46.4M |
| Wells Fargo & Company | 0.01% | Reduce -1.7% | 934,461 | $44.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.3% | 722,662 | $34.3M |
| UBS Group AG | 0.01% | Add +3.0% | 603,424 | $28.7M |
| LPL Financial LLC | 0.01% | Reduce -17.4% | 473,817 | $22.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 357,170 | $17.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 356,022 | $16.9M |
| Bright Rock Capital Management, LLC | 2.80% | No change | 300,000 | $14.3M |
| MML Investors Services, LLC | 0.03% | Reduce -8.2% | 244,460 | $11.6M |
| Banco Santander, S.A. | 0.06% | Reduce -12.8% | 169,554 | $8.1M |
| Summit Financial Consulting LLC | 5.29% | Add +11.5% | 153,227 | $7.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -19.2% | 152,159 | $7.2M |
| Mariner, LLC | 0.01% | Reduce -2.8% | 140,487 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.7% | 125,765 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.0% | 115,371 | $5.5M |
| AMG National Trust Bank | 0.12% | Reduce -1.1% | 105,704 | $5.0M |
| Cetera Investment Advisers | 0.01% | Reduce -9.2% | 103,707 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +13.0% | 96,481 | $4.6M |
| Hilltop Holdings Inc. | 0.25% | Add +9.0% | 88,374 | $4.2M |
| Zurich Insurance Group Ltd | 0.03% | No change | 79,500 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.0% | 75,990 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -22.2% | 75,510 | $3.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Reduce -5.3% | 74,296 | $3.5M |
| Forte Asset Management LLC | 1.42% | Add +5.5% | 65,924 | $3.1M |
| Wealthstar Advisors, LLC | 1.38% | New | 53,494 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.5% | 48,283 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +3.1% | 46,187 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.7% | 46,172 | $2.2M |
| Artesa Financial Group, LLC | 2.25% | — | 46,025 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.0% | 45,443 | $2.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 44,645 | $2.1M |
| Biondo Investment Advisors, LLC | 0.26% | Add +4.5% | 44,513 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -4.7% | 43,123 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -26.6% | 40,390 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.5% | 40,255 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.6% | 39,802 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -17.4% | 37,968 | $1.8M |
| Waterloo Capital, L.P. | 0.13% | Add +0.7% | 37,390 | $1.8M |
| First Citizens Financial Corp | 0.84% | Reduce -3.0% | 35,669 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Reduce -15.1% | 34,737 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -1.0% | 33,674 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.9% | 33,130 | $1.6M |
| Dentgroup LLC | 0.99% | Reduce -4.1% | 30,452 | $1.4M |
| BlackRock, Inc. | 0.00% | Reduce -2.2% | 29,893 | $1.4M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -17.5% | 29,438 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +3.7% | 28,038 | $1.3M |
| Creative Planning | 0.00% | Add +0.0% | 28,006 | $1.3M |
| Foundation Wealth Management, LLC | 0.91% | Reduce -4.2% | 27,845 | $1.3M |
| Ballew Advisors, Inc | 0.74% | Reduce -3.2% | 26,362 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.1% | 26,605 | $1.3M |
| Matthew Goff Investment Advisor, LLC | 0.22% | New | 9,669 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -14.8% | 22,992 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -8.1% | 24,746 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -2.4% | 24,112 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 23,965 | $1.2M |
| Csenge Advisory Group | 0.05% | Add +5.6% | 24,285 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +6.6% | 24,198 | $1.2M |
| Capital Advisory Group Advisory Services, LLC | 0.33% | Reduce -3.7% | 23,950 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -1.1% | 23,837 | $1.1M |
| Commonwealth Retirement Investments LLC | 0.36% | New | 23,805 | $1.1M |
| Allen Investment Management, LLC | 0.01% | New | 23,562 | $1.1M |
| Rockland Trust Co. | 0.04% | Reduce -2.5% | 23,409 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.1% | 23,316 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | No change | 22,271 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -39.8% | 22,262 | $1.1M |
| Asempa Wealth Advisors | 0.90% | — | 21,909 | $1.0M |
| Wealth Management Partners, LLC | 0.29% | Add +2.7% | 21,654 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -55.3% | 20,621 | $980K |
| Ethos Financial Group, LLC | 0.07% | Reduce -1.4% | 20,472 | $973K |
| Cottonwood Capital Advisors, LLC | 0.68% | Reduce -1.9% | 20,200 | $960K |
| KKM Financial LLC | 0.16% | No change | 19,268 | $916K |
| Heartwood Wealth Advisors LLC | 0.08% | Add +17.3% | 18,794 | $893K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.6% | 18,105 | $861K |
| Navellier & Associates Inc. | 0.09% | Add +17.7% | 17,701 | $841K |
| Prospera Financial Services Inc | 0.01% | Reduce -16.9% | 17,628 | $838K |
| Tudor Investment Corporation | 0.00% | New | 17,079 | $812K |
| Cwm, LLC | 0.00% | Reduce -8.3% | 16,925 | $804K |
| Ironwood Financial, llc | 0.13% | Reduce -2.1% | 15,075 | $740K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 15,560 | $740K |
| Truist Financial Corp. | 0.00% | Add +32.2% | 15,382 | $731K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -1.8% | 55,073 | $724K |
| Liberty Wealth Management LLC | 0.09% | Add +11.0% | 15,141 | $720K |
| Strategic Blueprint, LLC | 0.04% | Add +15.5% | 14,282 | $679K |
| Founders Financial Securities LLC | 0.04% | Add +2.4% | 14,125 | $671K |
| Blue Trust, Inc. | 0.01% | No change | 13,686 | $650K |
| Grove Bank & Trust | 0.07% | No change | 13,608 | $647K |
| DAVENPORT & Co LLC | 0.00% | Add +21.3% | 13,431 | $638K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.8% | 13,292 | $632K |
| Arkadios Wealth Advisors | 0.01% | Add +1.6% | 13,022 | $619K |
| Counterweight Ventures, LLC | 0.35% | Reduce -0.4% | 12,968 | $616K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.0% | 12,704 | $604K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -46.2% | 12,215 | $581K |
| Financial Partners Group, Inc | 0.07% | Add +1.9% | 10,434 | $563K |
| XTX Topco Ltd | 0.01% | Add +33.0% | 11,835 | $563K |
| Farther Finance Advisors, LLC | 0.01% | Add +171.0% | 11,703 | $556K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 11,700 | $556K |
| Northwest Wealth Advisors, LLC | 0.43% | — | 11,667 | $555K |
| Retirement Planning Group, LLC | 0.02% | Add +2.0% | 10,851 | $516K |
"% 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.