iShares U.S. Energy ETFIYEETF
13F holders, Q1 2026 (March 31)332holders +57
78new positions
17sold out
4famous investors
$64.68avg. 13F price*
At the end of Q1 2026, 332 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings, up 57 from Q4 2025. 78 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($116.8M), Bank of America Corp. ($98.9M) and PGIM Custom Harvest LLC ($94.5M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $99.2M |
| Exits | 17 | $11.2M |
All 13F filers, Q4 2025 → Q1 2026: 4,003,914 shares bought and 497,913 shares sold, net +3,506,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 332 holders
| Morgan Stanley | 0.01% | Reduce -0.3% | 1,804,044 | $116.8M |
| Bank of America Corp. | 0.01% | Add +56.6% | 1,526,984 | $98.9M |
| PGIM Custom Harvest LLC | 1.48% | Add +0.5% | 1,459,665 | $94.5M |
| Wells Fargo & Company | 0.01% | Add +3.9% | 970,814 | $62.9M |
| BNP Paribas Financial Markets | 0.03% | Add +3217.2% | 802,696 | $52.0M |
| Goldman Sachs Group Inc. | 0.01% | No change | 722,662 | $46.8M |
| LPL Financial LLC | 0.01% | Add +32.1% | 626,083 | $40.6M |
| UBS Group AG | 0.01% | Add +1.6% | 612,860 | $39.7M |
| Royal Bank of Canada | 0.00% | Add +8.5% | 387,503 | $25.1M |
| Quadrature Capital Ltd | 0.24% | New | 310,964 | $20.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.6% | 304,111 | $19.7M |
| Bright Rock Capital Management, LLC | 3.84% | No change | 300,000 | $19.4M |
| MML Investors Services, LLC | 0.04% | Add +1.1% | 247,020 | $16.0M |
| Banco Santander, S.A. | 0.10% | Add +15.2% | 195,297 | $12.6M |
| JPMorgan Chase & Co. | 0.00% | Add +136.1% | 179,406 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Add +15.1% | 175,143 | $11.3M |
| Tudor Investment Corporation | 0.06% | Add +911.6% | 172,766 | $11.2M |
| Marshall Wace, LLP | 0.01% | New | 158,836 | $10.3M |
| Mariner, LLC | 0.01% | Reduce -0.7% | 139,511 | $9.0M |
| RPS Advisory Solutions LLC | 4.92% | New | 133,941 | $8.7M |
| WealthCare Asset Management, LLC | 8.95% | New | 129,812 | $8.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +160.7% | 125,854 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +3.3% | 119,189 | $7.7M |
| Allianz Asset Management GmbH | 0.01% | New | 118,650 | $7.7M |
| Jones Financial Companies LLLP | 0.00% | Add +14.4% | 110,351 | $7.3M |
| AE Wealth Management LLC | 0.04% | Add +1447.2% | 110,703 | $7.2M |
| AMG National Trust Bank | 0.15% | Add +1.6% | 107,358 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +133.6% | 106,168 | $6.9M |
| Cetera Investment Advisers | 0.01% | Reduce -0.9% | 102,779 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.3% | 102,720 | $6.7M |
| Baird Financial Group, Inc. | 0.01% | Add +257.3% | 100,189 | $6.5M |
| Renaissance Technologies | 0.01% | New | 73,700 | $4.8M |
| NewEdge Advisors, LLC | 0.02% | Add +82.0% | 72,428 | $4.7M |
| Zurich Insurance Group Ltd | 0.04% | Reduce -9.8% | 71,700 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -9.7% | 68,213 | $4.4M |
| Forte Asset Management LLC | 1.85% | Reduce -1.1% | 65,203 | $4.2M |
| Three Seasons Wealth, LLC | 1.60% | New | 64,694 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +92.2% | 63,685 | $4.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.08% | Reduce -19.7% | 59,629 | $3.9M |
| HighTower Advisors, LLC | 0.00% | Add +22.5% | 56,568 | $3.7M |
| Gerald Baker Financial Group LLC | 1.12% | — | 54,438 | $3.5M |
| VestGen Advisors, LLC | 0.10% | New | 56,629 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Add +821.3% | 51,986 | $3.4M |
| Hilltop Holdings Inc. | 0.30% | Reduce -42.1% | 51,140 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +107.7% | 49,777 | $3.1M |
| Artesa Financial Group, LLC | 2.97% | Add +4.4% | 48,065 | $3.1M |
| Counterweight Ventures, LLC | 1.68% | Add +257.3% | 46,335 | $3.0M |
| Biondo Investment Advisors, LLC | 0.38% | Add +3.6% | 46,129 | $3.0M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +1.3% | 45,215 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +12.7% | 42,777 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.0% | 42,464 | $2.8M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -3.6% | 41,586 | $2.7M |
| Symphony Financial, Ltd. Co. | 0.34% | New | 39,384 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.0% | 38,223 | $2.5M |
| Wealthstar Advisors, LLC | 1.46% | Reduce -29.1% | 37,929 | $2.5M |
| Waterloo Capital, L.P. | 0.17% | Add +0.4% | 37,534 | $2.4M |
| Quantinno Capital Management LP | 0.00% | Add +7.3% | 37,277 | $2.4M |
| First Citizens Financial Corp | 1.09% | Reduce -0.0% | 35,660 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +3.9% | 34,983 | $2.3M |
| BlackRock, Inc. | 0.00% | Add +15.4% | 34,488 | $2.2M |
| Southern Capital Advisors, LLC | 1.03% | New | 34,082 | $2.2M |
| Ak Global Asset Management, LLC | 2.06% | New | 18,522 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +107.3% | 31,881 | $2.1M |
| Creative Planning | 0.00% | Add +6.2% | 29,743 | $1.9M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -0.3% | 29,342 | $1.9M |
| Foundation Wealth Management, LLC | 1.20% | Reduce -1.2% | 27,516 | $1.8M |
| Apeiron RIA LLC | 0.41% | New | 27,469 | $1.8M |
| Heartwood Wealth Advisors LLC | 0.15% | Add +40.5% | 26,403 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.6% | 26,185 | $1.7M |
| Headlands Technologies LLC | 0.18% | New | 24,897 | $1.6M |
| Ballew Advisors, Inc | 0.88% | Reduce -2.5% | 25,709 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Add +0.1% | 23,859 | $1.5M |
| Allen Investment Management, LLC | 0.02% | No change | 23,562 | $1.5M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 24,112 | $1.5M |
| Csenge Advisory Group | 0.07% | Reduce -4.7% | 23,144 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.7% | 22,843 | $1.5M |
| Rockland Trust Co. | 0.06% | Reduce -3.6% | 22,566 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -10.2% | 22,235 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.6% | 21,775 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.3% | 21,757 | $1.4M |
| Wealth Management Partners, LLC | 0.40% | Reduce -0.0% | 21,647 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -1.8% | 39,681 | $1.4M |
| Asempa Wealth Advisors | 1.19% | Reduce -0.0% | 21,904 | $1.4M |
| Commonwealth Retirement Investments LLC | 0.40% | Reduce -15.4% | 20,141 | $1.3M |
| Cottonwood Capital Advisors, LLC | 0.91% | Reduce -1.2% | 19,966 | $1.3M |
| XTX Topco Ltd | 0.02% | Add +65.2% | 19,552 | $1.3M |
| Liberty Wealth Management LLC | 0.14% | Add +17.4% | 17,773 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.1% | 17,607 | $1.1M |
| Lee Johnson Capital Management, LLC | 0.40% | New | 17,432 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +11.6% | 17,366 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | New | 16,717 | $1.1M |
| Harmony Asset Management LLC | 0.33% | New | 16,509 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -3.2% | 16,376 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.2% | 16,087 | $1.0M |
| Merit Financial Group, LLC | 0.01% | New | 15,749 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +56.3% | 15,435 | $1000K |
| Arkadios Wealth Advisors | 0.02% | Add +16.4% | 15,155 | $982K |
| Ironwood Financial, llc | 0.17% | Reduce -0.0% | 15,072 | $976K |
| Ethos Financial Group, LLC | 0.07% | No change | 20,472 | $973K |
| KKM Financial LLC | 0.16% | No change | 19,268 | $916K |
"% 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.