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 |
| Blue Trust, Inc. | 0.01% | Add +0.2% | 13,716 | $888K |
| Grove Bank & Trust | 0.10% | No change | 13,608 | $881K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.1% | 13,276 | $860K |
| Founders Financial Securities LLC | 0.05% | Add +0.0% | 14,129 | $859K |
| Strategic Blueprint, LLC | 0.05% | Reduce -10.6% | 12,770 | $827K |
| Tradition Wealth Management, LLC | 0.06% | No change | 12,704 | $823K |
| Farther Finance Advisors, LLC | 0.01% | Add +11.8% | 13,079 | $817K |
| Navellier & Associates Inc. | 0.08% | Reduce -31.1% | 12,197 | $790K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -9.4% | 12,043 | $780K |
| Northwest Wealth Advisors, LLC | 0.56% | Add +2.8% | 11,996 | $777K |
| PFG Advisors | 0.04% | New | 11,757 | $761K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 11,700 | $758K |
| Wealthspire Advisors, LLC | 0.01% | Add +61.2% | 11,694 | $757K |
| Concord Investment Counsel Inc. | 0.24% | Add +32.8% | 10,857 | $703K |
| Pathstone Holdings, LLC | 0.00% | Reduce -52.0% | 10,702 | $693K |
| Financial Partners Group, Inc | 0.08% | Add +1.4% | 10,576 | $685K |
| Empirical Asset Management, LLC | 0.18% | Add +5.3% | 10,245 | $664K |
| Retirement Planning Group, LLC | 0.02% | Reduce -7.4% | 10,047 | $651K |
| Banque Cantonale Vaudoise | 0.02% | New | 10,000 | $648K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -18.4% | 9,969 | $646K |
| Astoria Portfolio Advisors LLC. | 0.14% | New | 10,635 | $641K |
| Kesler, Norman & Wride, LLC | 0.11% | New | 9,707 | $629K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -0.8% | 9,592 | $621K |
| Bank of Montreal | 0.00% | Add +6.4% | 9,462 | $613K |
| CrossGen Wealth, LLC | 0.52% | Add +0.6% | 9,185 | $595K |
| Cadent Capital Advisors, LLC | 0.15% | New | 9,023 | $584K |
| Debussy Capital Management LP | 0.08% | No change | 8,974 | $581K |
| Meridian Wealth Management, LLC | 0.02% | Add +15.7% | 8,882 | $575K |
| Narwhal Capital Management | 0.04% | No change | 8,825 | $572K |
| Simmons Bank | 0.04% | Reduce -4.1% | 8,741 | $566K |
| Balyasny Asset Management L.P. | 0.00% | New | 8,734 | $566K |
| Brookstone Capital Management | 0.01% | Add +16.2% | 8,450 | $547K |
| Lifestyle Asset Management, Inc. | 0.18% | New | 8,360 | $541K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -10.2% | 8,339 | $540K |
| MCF Advisors LLC | 0.02% | No change | 8,336 | $540K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 8,285 | $537K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -21.2% | 8,275 | $536K |
| Equitable Holdings, Inc. | 0.00% | Add +12.8% | 11,155 | $532K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -23.3% | 8,206 | $532K |
| Yukon Wealth Management, Inc. | 0.32% | Add +0.0% | 8,202 | $531K |
| Integrated Wealth Concepts LLC | 0.00% | New | 8,188 | $530K |
| Curi Capital, LLC | 0.01% | No change | 8,146 | $528K |
| FMR LLC | 0.00% | Add +24.0% | 8,121 | $526K |
| Magnus Financial Group LLC | 0.04% | No change | 7,996 | $518K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 7,979 | $517K |
| Symphony Financial Services, Inc. | 0.26% | Add +6.8% | 7,929 | $514K |
| AlphaCore Capital LLC | 0.01% | Reduce -21.2% | 7,770 | $503K |
| Asset One Wealth Management LLC | 0.06% | Add +9.8% | 8,417 | $499K |
| Griffin Asset Management, Inc. | 0.06% | Reduce -0.9% | 7,691 | $498K |
| Chicago Partners Investment Group LLC | 0.01% | Add +33.3% | 8,000 | $480K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 7,340 | $475K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -0.4% | 7,229 | $468K |
| Dakota Wealth Management | 0.01% | New | 7,148 | $463K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 7,100 | $460K |
| Chemistry Wealth Management LLC | 0.08% | No change | 6,976 | $452K |
| Lazari Capital Management, Inc. | 0.16% | No change | 6,950 | $450K |
| Clearwave Capital, LLC | 0.31% | Add +0.3% | 6,941 | $450K |
| Ameritas Advisory Services, LLC | 0.02% | Add +4.8% | 6,916 | $448K |
| Cresset Asset Management, LLC | 0.00% | Add +1.5% | 6,900 | $447K |
| Lakeshore Capital Group, Inc. | 0.36% | Reduce -0.8% | 6,865 | $445K |
| Millennium Capital Advisors, LLC | 0.27% | Add +0.0% | 6,830 | $442K |
| Bernardo Wealth Planning LLC | 0.09% | Reduce -7.1% | 6,827 | $442K |
| Kilter Group LLC | 0.19% | No change | 6,657 | $431K |
| Atria Investments, Inc | 0.00% | Reduce -19.1% | 6,525 | $423K |
| Pekin Hardy Strauss, Inc. | 0.04% | Reduce -1.7% | 6,415 | $416K |
| Sigma Planning Corp | 0.01% | Reduce -0.4% | 6,100 | $395K |
| Appleton Partners Inc. | 0.03% | No change | 6,089 | $394K |
| Jane Street Group, LLC | 0.00% | New | 6,017 | $390K |
| Fifth Third Bancorp | 0.00% | Add +1394.3% | 5,977 | $387K |
| Spire Wealth Management | 0.01% | Add +0.4% | 5,958 | $386K |
| Qube Research & Technologies Ltd | 0.00% | New | 5,949 | $385K |
| First National Bank of Omaha | 0.01% | Reduce -29.4% | 5,844 | $383K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,888 | $381K |
| Transcend Capital Advisors, LLC | 0.03% | New | 5,854 | $379K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -11.7% | 5,775 | $374K |
| Evoke Wealth, LLC | 0.01% | New | 5,762 | $373K |
| AQR Capital Management | 0.00% | Add +31.1% | 5,736 | $371K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 5,715 | $370K |
| Adirondack Capital Advisors, LLC | 0.24% | No change | 5,700 | $369K |
| Promethium Advisors,llc | 0.19% | No change | 5,670 | $367K |
| Allstate Corp. | 0.00% | New | 5,567 | $361K |
| Next Capital Management LLC | 0.11% | No change | 5,500 | $356K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -28.0% | 5,489 | $356K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.8% | 5,268 | $341K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.8% | 5,182 | $336K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 5,315 | $335K |
| Legacy Wealth Partners, LLC | 0.08% | New | 5,178 | $335K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.7% | 5,068 | $328K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -14.0% | 5,025 | $325K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 5,000 | $324K |
| Global Financial Private Client, LLC | 0.11% | No change | 4,968 | $322K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,938 | $320K |
| Montag A & Associates Inc. | 0.01% | No change | 4,925 | $319K |
| Allegheny Financial Group | 0.04% | Reduce -5.4% | 4,922 | $319K |
| Focus Partners Wealth | 0.00% | New | 4,833 | $313K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,778 | $309K |
| Fisher Asset Management | 0.00% | New | 4,774 | $309K |
| Independent Advisor Alliance | 0.00% | New | 4,502 | $292K |
| Valmark Advisers, Inc. | 0.00% | Add +2.1% | 4,485 | $291K |
| Daybright Advisory Services, Inc. | 0.08% | Add +0.4% | 4,474 | $290K |
| Eq LLC | 0.08% | Reduce -26.1% | 4,462 | $289K |
| Regal Investment Advisors LLC | 0.02% | New | 4,447 | $288K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -37.5% | 4,383 | $284K |
| Christensen, King & Associates Investment Services, Inc. | 0.12% | Add +0.3% | 4,319 | $280K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -3.8% | 4,243 | $275K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -7.8% | 4,222 | $273K |
| Trilogy Capital Inc. | 0.01% | New | 4,209 | $273K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.4% | 4,204 | $272K |
| Councilor Wealth, LLC | 0.13% | New | 4,202 | $272K |
| Lantz Financial LLC | 0.06% | New | 4,193 | $272K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 4,190 | $271K |
| Advisory Services Network, LLC | 0.00% | New | 4,180 | $271K |
| Lodestar Private Asset Management LLC | 0.03% | New | 4,148 | $269K |
| Greenwich Wealth Management LLC | 0.01% | New | 4,110 | $266K |
| Money Concepts Capital Corp. | 0.01% | New | 4,018 | $260K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | New | 3,964 | $257K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,888 | $252K |
| Holistic Financial Partners | 0.09% | New | 3,867 | $250K |
| Summit Financial Wealth Advisors, LLC | 0.04% | New | 3,862 | $250K |
| Independent Financial Group, LLC | 0.01% | New | 3,822 | $248K |
| &partners | 0.00% | Reduce -16.9% | 3,788 | $245K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 3,769 | $244K |
| Summit Financial, LLC | 0.00% | New | 3,741 | $242K |
| Choreo, LLC | 0.00% | New | 3,726 | $241K |
| Montecito Bank & Trust | 0.04% | New | 3,726 | $241K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,711 | $240K |
| Financial Life Planners | 0.18% | New | 3,710 | $240K |
| Milestone Asset Management Group, LLC | 0.14% | New | 3,705 | $240K |
| Aspiriant, LLC | 0.01% | New | 3,654 | $237K |
| Clear Creek Financial Management, LLC | 0.02% | New | 3,620 | $234K |
| Blair William & Co. | 0.00% | Add +0.1% | 3,554 | $230K |
| Sprinkle Financial Consultants LLC | 0.10% | New | 3,497 | $227K |
| Scotia Capital Inc. | 0.00% | New | 3,428 | $222K |
| Well Done, LLC | 0.03% | New | 3,290 | $213K |
| Fifth Third Securities, Inc. | 0.01% | New | 3,238 | $210K |
| Detalus Advisors, LLC | 0.05% | New | 3,232 | $209K |
| Agp Franklin, LLC | 0.10% | New | 3,144 | $204K |
| Investors Research Corp | 0.04% | No change | 3,050 | $198K |
| CoreCap Advisors, LLC | 0.01% | No change | 2,490 | $161K |
| Quest 10 Wealth Builders, Inc. | 0.14% | Reduce -6.9% | 2,482 | $161K |
| International Assets Investment Management, LLC | 0.01% | Add +84.8% | 2,395 | $150K |
| Harbour Investments, Inc. | 0.00% | Add +88.8% | 2,288 | $148K |
| Bellevue Asset Management, LLC | 0.07% | Reduce -0.5% | 2,229 | $144K |
| Advisors Preferred, LLC | 0.02% | New | 2,009 | $130K |
| Golden State Wealth Management, LLC | 0.01% | Add +13.5% | 1,998 | $129K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 1,903 | $123K |
| Matrix Private Capital Group LLC | 0.06% | No change | 1,890 | $122K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 1,778 | $115K |
| Parallel Advisors, LLC | 0.00% | Add +55.2% | 1,648 | $107K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,575 | $102K |
| WealthShield Partners, LLC | 0.01% | No change | 1,553 | $101K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.5% | 1,506 | $98K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,471 | $95K |
| US Bancorp \de | 0.00% | Reduce -34.1% | 1,452 | $94K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +98.4% | 1,389 | $90K |
| IFP Advisors, Inc | 0.00% | Reduce -3.7% | 1,366 | $88K |
| Allworth Financial LP | 0.00% | Add +0.3% | 1,338 | $87K |
| N.E.W. Advisory Services LLC | 0.01% | Add +9.7% | 1,276 | $83K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,270 | $82K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,182 | $77K |
| Nova Wealth Management, Inc. | 0.05% | New | 1,146 | $74K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,140 | $74K |
| Triumph Capital Management | 0.02% | Reduce -8.1% | 1,129 | $73K |
| Global Assets Advisory, LLC | 0.02% | New | 1,354 | $72K |
| Signaturefd, LLC | 0.00% | No change | 1,100 | $71K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 1,084 | $70K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,025 | $66K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,000 | $65K |
| Bravera Wealth | 0.03% | No change | 969 | $63K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 861 | $56K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 849 | $55K |
| NBT Bank, N.A. | 0.00% | Add +1647.9% | 839 | $54K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 692 | $45K |
| Atlantic Union Bankshares Corp | 0.00% | Add +94.1% | 660 | $43K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 535 | $35K |
| Financial Management Professionals, Inc. | 0.00% | No change | 505 | $33K |
| Founders Financial Alliance, LLC | 0.01% | No change | 500 | $32K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $32K |
| TD Waterhouse Canada Inc. | 0.00% | Add +50000.0% | 501 | $31K |
| LRI Investments, LLC | 0.00% | No change | 480 | $31K |
| Smartleaf Asset Management LLC | 0.00% | No change | 468 | $31K |
| Phillips Financial Management, LLC | 0.00% | No change | 457 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 450 | $29K |
| Ameriflex Group, Inc. | 0.01% | No change | 432 | $28K |
| Register Financial Advisors LLC | 0.01% | No change | 425 | $28K |
| RMG Wealth Management LLC | 0.00% | New | 418 | $25K |
| Signature Equity Partners, LLC | 0.01% | Add +0.6% | 357 | $23K |
| MAI Capital Management | 0.00% | No change | 339 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -2.3% | 334 | $22K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 310 | $20K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.3% | 295 | $19K |
| New Republic Capital, LLC | 0.01% | No change | 294 | $19K |
| Independence Bank of Kentucky | 0.00% | Reduce -17.0% | 293 | $19K |
| Sound Income Strategies, LLC | 0.00% | No change | 299 | $19K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 274 | $18K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 264 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -2.4% | 240 | $16K |
| Tsfg, LLC | 0.00% | Reduce -37.0% | 225 | $15K |
| CX Institutional | 0.00% | Reduce -76.1% | 236 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -82.6% | 220 | $14K |
| Vision Retirement, LLC | 0.00% | Reduce -45.7% | 219 | $14K |
| National Bank of Canada | 0.00% | No change | 210 | $14K |
| GAMMA Investing LLC | 0.00% | No change | 209 | $14K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.5% | 204 | $13K |
| Godfrey Financial Associates, Inc. | 0.01% | Add +390.0% | 196 | $13K |
| Whittier Trust Co. | 0.00% | Reduce -53.9% | 200 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -34.4% | 200 | $13K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 175 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 163 | $11K |
| Salem Investment Counselors Inc. | 0.00% | New | 150 | $10K |
| Founders Capital Management | 0.00% | Add +0.7% | 143 | $9K |
| Anchor Investment Management, LLC | 0.00% | No change | 132 | $9K |
| Versant Capital Management, Inc | 0.00% | No change | 127 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -21.2% | 119 | $8K |
| SouthState Bank Corp | 0.00% | No change | 115 | $7K |
| Synergy Investment Management, LLC | 0.00% | New | 106 | $7K |
| Russell Investments Group, Ltd. | 0.00% | Add +83.9% | 103 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 97 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.1% | 96 | $6K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 90 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 90 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 74 | $5K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 72 | $5K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 69 | $4K |
| Destiny Wealth Partners, LLC | 0.00% | New | 48 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 20 | $1K |
| Private Trust Co. NA | 0.00% | No change | 20 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 17 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 15 | $973 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 13 | $842 |
| Ancora Advisors LLC | 0.00% | No change | 5 | $324 |
"% 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.