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 |
| TRUE Private Wealth Advisors | 0.05% | Add +0.0% | 10,700 | $509K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.5% | 10,506 | $499K |
| Equitable Holdings, Inc. | 0.00% | Add +7.3% | 9,894 | $470K |
| Cerity Partners LLC | 0.00% | Add +128.4% | 9,876 | $469K |
| AlphaCore Capital LLC | 0.01% | Add +171.2% | 9,857 | $469K |
| Empirical Asset Management, LLC | 0.13% | Reduce -2.4% | 9,728 | $462K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 9,667 | $459K |
| Yukon Wealth Management, Inc. | 0.26% | Reduce -19.9% | 8,200 | $458K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -14.3% | 9,282 | $441K |
| CrossGen Wealth, LLC | 0.38% | — | 9,134 | $434K |
| Simmons Bank | 0.03% | Add +0.6% | 9,116 | $433K |
| Debussy Capital Management LP | 0.06% | Add +3.3% | 8,974 | $427K |
| Bank of Montreal | 0.00% | Add +4.2% | 8,894 | $423K |
| Narwhal Capital Management | 0.03% | No change | 8,825 | $419K |
| Asset One Wealth Management LLC | 0.06% | — | 7,663 | $406K |
| MCF Advisors LLC | 0.02% | No change | 8,336 | $396K |
| First National Bank of Omaha | 0.01% | New | 8,274 | $396K |
| United Capital Financial Advisors, LLC | 0.00% | Add +58.4% | 8,285 | $394K |
| Concord Investment Counsel Inc. | 0.13% | No change | 8,173 | $388K |
| Curi Capital, LLC | 0.01% | No change | 8,146 | $387K |
| Atria Investments, Inc | 0.00% | Reduce -33.6% | 8,065 | $383K |
| PNC Financial Services Group, Inc. | 0.00% | Add +143.7% | 8,013 | $381K |
| Magnus Financial Group LLC | 0.03% | No change | 7,996 | $380K |
| Griffin Asset Management, Inc. | 0.04% | Reduce -3.7% | 7,759 | $369K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.0% | 7,675 | $365K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -20.7% | 7,619 | $362K |
| Symphony Financial Services, Inc. | 0.18% | Add +10.4% | 7,427 | $353K |
| Bernardo Wealth Planning LLC | 0.07% | Reduce -1.1% | 7,346 | $349K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.8% | 7,331 | $348K |
| Brookstone Capital Management | 0.00% | Add +22.8% | 7,273 | $346K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.2% | 7,256 | $345K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -0.1% | 7,256 | $345K |
| AE Wealth Management LLC | 0.00% | Add +0.3% | 7,155 | $340K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 7,100 | $337K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +28.6% | 7,007 | $333K |
| Chemistry Wealth Management LLC | 0.06% | Reduce -34.5% | 6,976 | $332K |
| Lazari Capital Management, Inc. | 0.11% | No change | 6,950 | $330K |
| Clearwave Capital, LLC | 0.24% | — | 6,924 | $329K |
| Lakeshore Capital Group, Inc. | 0.26% | Reduce -0.6% | 6,920 | $329K |
| Millennium Capital Advisors, LLC | 0.19% | Reduce -6.8% | 6,828 | $325K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 6,798 | $323K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 5,715 | $321K |
| Kilter Group LLC | 0.14% | No change | 6,657 | $316K |
| Flow Traders U.S. LLC | 0.01% | New | 6,635 | $315K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -28.5% | 6,598 | $314K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -6.6% | 6,001 | $312K |
| FMR LLC | 0.00% | Add +21.0% | 6,550 | $311K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -1.9% | 6,540 | $311K |
| Pekin Hardy Strauss, Inc. | 0.03% | Add +22.5% | 6,525 | $310K |
| Sigma Planning Corp | 0.01% | Add +5.0% | 6,127 | $291K |
| Appleton Partners Inc. | 0.02% | Reduce -18.1% | 6,089 | $289K |
| Eq LLC | 0.08% | Reduce -5.8% | 6,036 | $287K |
| Spire Wealth Management | 0.01% | Add +0.4% | 5,932 | $282K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,888 | $280K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -2.8% | 5,845 | $278K |
| D.A. Davidson & Co. | 0.00% | Add +0.8% | 5,840 | $278K |
| Adirondack Capital Advisors, LLC | 0.18% | — | 5,700 | $271K |
| Promethium Advisors,llc | 0.15% | No change | 5,670 | $269K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.4% | 5,643 | $268K |
| Kraft, Davis & Associates, LLC | 0.06% | No change | 5,315 | $265K |
| Cora Capital Advisors LLC | 0.10% | No change | 5,500 | $261K |
| Next Capital Management LLC | 0.08% | No change | 5,500 | $261K |
| EP Wealth Advisors, LLC | 0.00% | — | 5,278 | $251K |
| Allegheny Financial Group | 0.04% | Reduce -47.4% | 5,203 | $247K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.7% | 5,034 | $239K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -13.8% | 5,000 | $238K |
| Global Financial Private Client, LLC | 0.08% | No change | 4,968 | $236K |
| Montag A & Associates Inc. | 0.01% | Add +28.8% | 4,925 | $234K |
| Interchange Capital Partners, LLC | 0.04% | Reduce -2.7% | 4,674 | $222K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.7% | 4,577 | $218K |
| &partners | 0.00% | New | 4,558 | $217K |
| Daybright Advisory Services, Inc. | 0.06% | — | 4,458 | $212K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -20.5% | 4,411 | $210K |
| Valmark Advisers, Inc. | 0.00% | Reduce -7.8% | 4,393 | $209K |
| AQR Capital Management | 0.00% | No change | 4,376 | $208K |
| Christensen, King & Associates Investment Services, Inc. | 0.09% | New | 4,307 | $205K |
| Comerica Bank | 0.00% | Reduce -0.1% | 4,256 | $202K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.6% | 4,186 | $199K |
| Blair William & Co. | 0.00% | Add +0.1% | 3,551 | $169K |
| Investors Research Corp | 0.03% | No change | 3,050 | $145K |
| Global Retirement Partners, LLC | 0.00% | Reduce -18.5% | 3,012 | $143K |
| Quest 10 Wealth Builders, Inc. | 0.11% | Reduce -0.2% | 2,667 | $127K |
| CoreCap Advisors, LLC | 0.00% | Reduce -35.4% | 2,490 | $118K |
| Bellevue Asset Management, LLC | 0.03% | Reduce -2.5% | 2,240 | $107K |
| US Bancorp \de | 0.00% | Reduce -11.3% | 2,203 | $105K |
| 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% | Add +0.2% | 1,760 | $84K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,575 | $75K |
| WealthShield Partners, LLC | 0.01% | No change | 1,553 | $74K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 1,498 | $71K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +54.2% | 1,471 | $70K |
| IFP Advisors, Inc | 0.00% | Reduce -5.2% | 1,419 | $67K |
| Allworth Financial LP | 0.00% | Add +0.5% | 1,334 | $63K |
| International Assets Investment Management, LLC | 0.00% | New | 1,296 | $62K |
| Arax Advisory Partners | 0.00% | New | 1,266 | $60K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,259 | $60K |
| Triumph Capital Management | 0.01% | New | 1,229 | $58K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 1,225 | $58K |
| Harbour Investments, Inc. | 0.00% | No change | 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 |
| Larson Financial Group LLC | 0.00% | Add +13.6% | 1,081 | $51K |
| Parallel Advisors, LLC | 0.00% | Add +0.4% | 1,062 | $51K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,025 | $49K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,000 | $48K |
| CX Institutional | 0.00% | Add +416.8% | 987 | $47K |
| Bravera Wealth | 0.02% | — | 969 | $46K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 857 | $41K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 849 | $40K |
| NBT Bank, N.A. | 0.00% | No change | 48 | $40K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.4% | 700 | $33K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 692 | $33K |
| Westfuller Advisors, LLC | 0.01% | Add +0.7% | 596 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -27.7% | 535 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 507 | $24K |
| Financial Management Professionals, Inc. | 0.00% | No change | 505 | $24K |
| Founders Financial Alliance, LLC | 0.00% | No change | 500 | $24K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $24K |
| LRI Investments, LLC | 0.00% | No change | 480 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -95.5% | 468 | $22K |
| 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 |
| Ameriflex Group, Inc. | 0.01% | New | 432 | $21K |
| Register Financial Advisors LLC | 0.01% | No change | 425 | $20K |
| Vision Retirement, LLC | 0.01% | — | 403 | $19K |
| Fifth Third Bancorp | 0.00% | No change | 400 | $19K |
| Tsfg, LLC | 0.00% | No change | 357 | $17K |
| Signature Equity Partners, LLC | 0.01% | — | 355 | $17K |
| Independence Bank of Kentucky | 0.00% | No change | 353 | $17K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -5.5% | 342 | $16K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 340 | $16K |
| MAI Capital Management | 0.00% | Add +3.4% | 339 | $16K |
| Sound Income Strategies, LLC | 0.00% | Reduce -66.8% | 299 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 310 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 305 | $14K |
| Reflection Asset Management | 0.01% | — | 291 | $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 |
| Simplex Trading, LLC | 0.00% | Add +40.0% | 280 | $13K |
| Assetmark, Inc. | 0.00% | No change | 279 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -38.0% | 246 | $12K |
| 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 +1.0% | 203 | $10K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 175 | $8K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 163 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -10.1% | 151 | $7K |
| Founders Capital Management | 0.00% | Add +0.7% | 142 | $7K |
| Anchor Investment Management, LLC | 0.00% | Reduce -15.9% | 132 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +0.8% | 127 | $6K |
| SouthState Bank Corp | 0.00% | No change | 115 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.1% | 94 | $5K |
| Capital Investment Counsel, Inc | 0.00% | New | 100 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 97 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -55.0% | 90 | $4K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +1.1% | 90 | $4K |
| DecisionPoint Financial, LLC | 0.00% | New | 82 | $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% | Add +15.0% | 69 | $3K |
| Gilpin Wealth Management, LLC | 0.00% | — | 69 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 56 | $3K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 38 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 40 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 20 | $951 |
| Private Trust Co. NA | 0.00% | No change | 20 | $951 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 15 | $711 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 13 | $618 |
| SageView Advisory Group, LLC | 0.00% | New | 10 | $476 |
| Ancora Advisors LLC | 0.00% | No change | 5 | $238 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -95.0% | 1 | $48 |
"% 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.