iShares U.S. Energy ETFIYEETF
13F holders, Q2 2026 (June 30)329holders −3
36new positions
40sold out
5famous investors
$56.75avg. 13F price*
At the end of Q2 2026, 329 institutions reported holding iShares U.S. Energy ETF (IYE) in their 13F filings, down 3 from Q1 2026. 36 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($100.5M), PGIM Custom Harvest LLC ($88.7M) and Bank of America Corp. ($59.4M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $52.8M |
| Exits | 40 | $62.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,982,563 shares bought and 3,647,391 shares sold, net −1,664,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 329 holders
| Morgan Stanley | 0.01% | Reduce -1.5% | 1,776,177 | $100.5M |
| PGIM Custom Harvest LLC | 1.11% | Add +7.4% | 1,567,303 | $88.7M |
| Bank of America Corp. | 0.00% | Reduce -31.2% | 1,050,052 | $59.4M |
| Wells Fargo & Company | 0.01% | Reduce -7.7% | 895,697 | $50.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.8% | 735,680 | $41.6M |
| LPL Financial LLC | 0.01% | Add +7.2% | 671,026 | $38.0M |
| UBS Group AG | 0.01% | Reduce -3.0% | 594,593 | $33.6M |
| Three Seasons Wealth, LLC | 1.74% | Add +422.2% | 337,812 | $19.1M |
| Royal Bank of Canada | 0.00% | Reduce -16.0% | 325,427 | $18.4M |
| Ameriprise Financial Inc. | 0.00% | Add +2.5% | 311,726 | $17.6M |
| Camarda Financial Advisors, LLC | 4.10% | New | 239,220 | $13.5M |
| Marshall Wace, LLP | 0.01% | Add +12.6% | 178,824 | $10.1M |
| Cetera Investment Advisers | 0.01% | Add +67.9% | 172,521 | $9.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.9% | 161,359 | $9.1M |
| Osaic Holdings, Inc. | 0.01% | Add +16.6% | 138,928 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +136.2% | 133,593 | $7.6M |
| Mariner, LLC | 0.01% | Reduce -4.4% | 133,367 | $7.5M |
| Summit Financial Consulting LLC | 5.05% | New | 131,435 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +99.9% | 127,315 | $7.2M |
| Jones Financial Companies LLLP | 0.00% | Add +12.0% | 123,622 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.1% | 123,263 | $7.0M |
| Citadel Advisors | 0.00% | New | 107,005 | $6.1M |
| CoreCap Advisors, LLC | 0.17% | Add +4086.9% | 104,254 | $5.9M |
| AMG National Trust Bank | 0.12% | Reduce -3.3% | 103,852 | $5.9M |
| Bright Rock Capital Management, LLC | 1.13% | Reduce -66.7% | 100,000 | $5.7M |
| USA Financial Formulas | 1.02% | — | 98,658 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.5% | 96,022 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.9% | 86,261 | $4.9M |
| Banco Santander, S.A. | 0.03% | Reduce -56.0% | 85,978 | $4.9M |
| NewEdge Advisors, LLC | 0.01% | Add +4.7% | 75,856 | $4.3M |
| MML Investors Services, LLC | 0.01% | Reduce -70.1% | 73,854 | $4.2M |
| Zurich Insurance Group Ltd | 0.03% | No change | 71,700 | $4.1M |
| Truist Financial Corp. | 0.00% | Add +111.6% | 67,450 | $3.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.0% | 63,448 | $3.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Reduce -4.9% | 56,691 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 56,210 | $3.2M |
| BlackRock, Inc. | 0.00% | Add +58.9% | 54,785 | $3.1M |
| Ak Global Asset Management, LLC | 2.61% | Add +1.7% | 18,832 | $3.1M |
| Advisortrust Partners, LLC | 1.04% | New | 53,884 | $3.0M |
| Gerald Baker Financial Group LLC | 0.86% | Reduce -1.7% | 53,521 | $3.0M |
| D. E. Shaw & Co. | 0.00% | New | 53,335 | $3.0M |
| Hilltop Holdings Inc. | 0.24% | Add +4.1% | 53,256 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -60.7% | 49,452 | $2.8M |
| Tudor Investment Corporation | 0.01% | Reduce -71.7% | 48,862 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +719.8% | 48,772 | $2.8M |
| Artesa Financial Group, LLC | 2.34% | Add +0.5% | 48,308 | $2.7M |
| Biondo Investment Advisors, LLC | 0.33% | Add +2.4% | 47,234 | $2.7M |
| Counterweight Ventures, LLC | 1.29% | Reduce -1.0% | 45,886 | $2.6M |
| Forte Asset Management LLC | 1.06% | Reduce -29.8% | 45,786 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.5% | 45,641 | $2.6M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -0.4% | 45,030 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.5% | 43,048 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +1.8% | 42,340 | $2.4M |
| Flow Traders U.S. LLC | 0.10% | New | 41,234 | $2.3M |
| Centaurus Financial, Inc. | 0.09% | New | 40,973 | $2.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -65.5% | 40,940 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -5.5% | 40,417 | $2.3M |
| Merit Financial Group, LLC | 0.01% | Add +149.9% | 39,354 | $2.2M |
| Mutual Advisors, LLC | 0.04% | Add +61.4% | 38,505 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.4% | 38,071 | $2.2M |
| Waterloo Capital, L.P. | 0.12% | Add +0.5% | 37,731 | $2.1M |
| First Citizens Financial Corp | 0.84% | Reduce -0.1% | 35,636 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -10.4% | 35,548 | $2.0M |
| Wealthstar Advisors, LLC | 0.99% | Reduce -7.5% | 35,097 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Reduce -5.9% | 35,077 | $2.0M |
| Creative Planning | 0.00% | Add +1.6% | 30,207 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 29,900 | $1.7M |
| Heartwood Wealth Advisors LLC | 0.13% | Add +8.8% | 28,722 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +31.9% | 28,690 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -19.0% | 28,337 | $1.6M |
| Point72 Asset Management | 0.00% | New | 27,904 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -73.4% | 26,665 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +21.1% | 26,371 | $1.5M |
| Ballew Advisors, Inc | 0.75% | Reduce -0.1% | 25,691 | $1.5M |
| Foundation Wealth Management, LLC | 0.89% | Reduce -7.2% | 25,534 | $1.4M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -13.8% | 25,281 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -0.8% | 23,926 | $1.4M |
| Csenge Advisory Group | 0.06% | Add +5.0% | 24,304 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.3% | 24,019 | $1.4M |
| Allen Investment Management, LLC | 0.02% | No change | 23,562 | $1.3M |
| Rockland Trust Co. | 0.05% | No change | 22,566 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.0% | 22,459 | $1.3M |
| Asempa Wealth Advisors | 0.96% | Add +2.1% | 22,356 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -5.9% | 21,485 | $1.2M |
| Ethos Financial Group, LLC | 0.08% | Reduce -0.6% | 20,359 | $1.2M |
| Liberty Wealth Management LLC | 0.14% | No change | 17,773 | $1.1M |
| Commonwealth Retirement Investments LLC | 0.31% | No change | 20,141 | $1.1M |
| Wealth Management Partners, LLC | 0.27% | Reduce -7.0% | 20,133 | $1.1M |
| Cottonwood Capital Advisors, LLC | 0.68% | Reduce -0.2% | 19,929 | $1.1M |
| Eddie Patel Inc | 0.67% | New | 19,783 | $1.1M |
| KKM Financial LLC | 0.15% | No change | 19,268 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +8.5% | 19,102 | $1.1M |
| Balboa Wealth Partners | 0.14% | New | 18,305 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.7% | 18,130 | $1.0M |
| Brendel Financial Advisors LLC | 0.47% | New | 17,948 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 17,389 | $984K |
| Avior Wealth Management, LLC | 0.03% | New | 17,365 | $983K |
| Lee Johnson Capital Management, LLC | 0.30% | Reduce -4.1% | 16,718 | $946K |
| Navellier & Associates Inc. | 0.07% | Add +33.3% | 16,256 | $920K |
| Cerity Partners LLC | 0.00% | Add +5.2% | 16,241 | $919K |
| Arkadios Wealth Advisors | 0.01% | Add +4.6% | 15,849 | $897K |
| Ironwood Financial, llc | 0.14% | Reduce -4.6% | 14,377 | $867K |
| Headlands Technologies LLC | 0.09% | Reduce -38.8% | 15,228 | $862K |
| Northwest Wealth Advisors, LLC | 0.47% | Add +19.6% | 14,350 | $812K |
| Founders Financial Securities LLC | 0.04% | Add +0.0% | 14,133 | $800K |
| Astoria Portfolio Advisors LLC. | 0.14% | Add +32.7% | 14,117 | $799K |
| Farther Finance Advisors, LLC | 0.01% | Add +5.2% | 13,763 | $779K |
| Blue Trust, Inc. | 0.01% | No change | 13,716 | $776K |
| Harbour Investments, Inc. | 0.01% | Add +497.7% | 13,675 | $774K |
| Grove Bank & Trust | 0.08% | No change | 13,608 | $770K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.0% | 13,273 | $751K |
| Kesler, Norman & Wride, LLC | 0.12% | Add +36.5% | 13,249 | $750K |
| Buck Wealth Strategies, LLC | 0.08% | New | 13,126 | $743K |
| Tradition Wealth Management, LLC | 0.04% | No change | 12,704 | $719K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.5% | 12,205 | $691K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 11,700 | $662K |
| HRT Financial LP | 0.00% | New | 11,408 | $645K |
| Strategic Blueprint, LLC | 0.03% | Reduce -11.7% | 11,278 | $638K |
| Pathstone Holdings, LLC | 0.00% | Add +4.9% | 11,231 | $636K |
| Ameritas Advisory Services, LLC | 0.01% | Add +61.7% | 11,181 | $633K |
| Foundations Investment Advisors, LLC | 0.01% | New | 11,124 | $630K |
| Concord Investment Counsel Inc. | 0.17% | No change | 10,857 | $614K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.4% | 10,550 | $597K |
| Empirical Asset Management, LLC | 0.13% | Add +0.1% | 10,250 | $580K |
| Retirement Planning Group, LLC | 0.01% | Add +0.7% | 10,113 | $572K |
| Virtue Capital Management, LLC | 0.08% | New | 10,059 | $569K |
| Yukon Wealth Management, Inc. | 0.16% | Add +21.6% | 9,973 | $564K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.0% | 9,590 | $543K |
| CrossGen Wealth, LLC | 0.41% | Add +1.5% | 9,322 | $528K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -24.5% | 9,093 | $515K |
| Meridian Wealth Management, LLC | 0.02% | Add +1.8% | 9,038 | $511K |
| Narwhal Capital Management | 0.03% | No change | 8,825 | $499K |
| Simmons Bank | 0.03% | No change | 8,741 | $495K |
| Cadent Capital Advisors, LLC | 0.10% | Reduce -3.6% | 8,695 | $492K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -2.8% | 7,779 | $492K |
| Brookstone Capital Management | 0.00% | Reduce -0.0% | 8,449 | $478K |
| MCF Advisors LLC | 0.02% | No change | 8,336 | $472K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 8,285 | $469K |
| Symphony Financial Services, Inc. | 0.21% | Add +4.5% | 8,283 | $469K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.0% | 8,207 | $464K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -29.9% | 8,201 | $464K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 8,150 | $461K |
| Curi Capital, LLC | 0.01% | No change | 8,146 | $461K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.9% | 8,011 | $453K |
| Magnus Financial Group LLC | 0.03% | No change | 7,996 | $452K |
| FMR LLC | 0.00% | Reduce -4.3% | 7,774 | $440K |
| AlphaCore Capital LLC | 0.01% | Reduce -0.0% | 7,768 | $440K |
| Bank of Montreal | 0.00% | Reduce -20.7% | 7,505 | $425K |
| Jane Street Group, LLC | 0.00% | Add +23.1% | 7,409 | $419K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 7,350 | $416K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 7,229 | $409K |
| AE Wealth Management LLC | 0.00% | Reduce -93.5% | 7,180 | $406K |
| Northern Trust Corp. | 0.00% | New | 7,161 | $405K |
| Dakota Wealth Management | 0.01% | No change | 7,148 | $405K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 7,100 | $402K |
| Chemistry Wealth Management LLC | 0.06% | No change | 6,976 | $395K |
| Clearwave Capital, LLC | 0.22% | Add +0.3% | 6,960 | $394K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -16.0% | 6,954 | $394K |
| Lazari Capital Management, Inc. | 0.12% | No change | 6,950 | $393K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 6,902 | $391K |
| Pekin Hardy Strauss, Inc. | 0.03% | Add +7.0% | 6,861 | $388K |
| Lakeshore Capital Group, Inc. | 0.29% | Reduce -0.2% | 6,850 | $388K |
| Kilter Group LLC | 0.14% | No change | 6,657 | $377K |
| AQR Capital Management | 0.00% | Add +15.6% | 6,633 | $375K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -21.2% | 6,450 | $365K |
| Daybright Advisory Services, Inc. | 0.08% | Add +23.9% | 5,543 | $350K |
| MAI Capital Management | 0.00% | Add +1710.0% | 6,136 | $347K |
| Appleton Partners Inc. | 0.02% | No change | 6,089 | $345K |
| Griffin Asset Management, Inc. | 0.04% | Reduce -20.9% | 6,087 | $344K |
| Adirondack Capital Advisors, LLC | 0.18% | Add +6.3% | 6,060 | $343K |
| Spire Wealth Management | 0.01% | Add +0.5% | 5,988 | $339K |
| Advisory Services Network, LLC | 0.00% | Add +41.9% | 5,931 | $336K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,888 | $333K |
| First National Bank of Omaha | 0.01% | No change | 5,844 | $333K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.2% | 5,868 | $332K |
| Financial Partners Group, Inc | 0.03% | Reduce -45.2% | 5,800 | $328K |
| EP Wealth Advisors, LLC | 0.00% | Add +11.3% | 5,765 | $326K |
| Sigma Planning Corp | 0.01% | Reduce -5.6% | 5,759 | $326K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 5,715 | $323K |
| Promethium Advisors,llc | 0.15% | No change | 5,670 | $321K |
| Arax Advisory Partners | 0.00% | Add +2426.8% | 5,559 | $315K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 5,315 | $312K |
| Next Capital Management LLC | 0.08% | No change | 5,500 | $311K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -9.1% | 5,250 | $297K |
| Asset One Wealth Management LLC | 0.03% | Reduce -41.9% | 4,892 | $294K |
| Bernardo Wealth Planning LLC | 0.05% | Reduce -24.1% | 5,179 | $293K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -0.0% | 5,023 | $284K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 5,000 | $283K |
| Global Financial Private Client, LLC | 0.08% | No change | 4,968 | $281K |
| Allegheny Financial Group | 0.03% | Add +0.2% | 4,934 | $279K |
| Montag A & Associates Inc. | 0.01% | No change | 4,925 | $279K |
| Legacy Wealth Partners, LLC | 0.06% | Reduce -11.5% | 4,583 | $259K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +4.2% | 4,565 | $258K |
| Focus Partners Wealth | 0.00% | Reduce -7.3% | 4,480 | $254K |
| Regal Investment Advisors LLC | 0.01% | No change | 4,447 | $252K |
| Belpointe Asset Management LLC | 0.01% | New | 4,436 | $251K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -10.6% | 4,414 | $250K |
| Trilogy Capital Inc. | 0.01% | Add +4.2% | 4,386 | $248K |
| Millennium Capital Advisors, LLC | 0.13% | Reduce -36.6% | 4,333 | $245K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | No change | 4,319 | $244K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 4,243 | $240K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 4,227 | $239K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.5% | 4,224 | $239K |
| Councilor Wealth, LLC | 0.10% | Add +0.4% | 4,219 | $239K |
| Money Concepts Capital Corp. | 0.01% | Add +4.2% | 4,188 | $237K |
| Lodestar Private Asset Management LLC | 0.02% | No change | 4,148 | $235K |
| Lantz Financial LLC | 0.04% | Reduce -1.3% | 4,140 | $234K |
| Greenwich Wealth Management LLC | 0.01% | No change | 4,110 | $233K |
| Valmark Advisers, Inc. | 0.00% | Reduce -8.3% | 4,112 | $233K |
| Eq LLC | 0.06% | Reduce -8.2% | 4,095 | $232K |
| Hubbell Strickland Wealth Management, LLC | 0.08% | Add +0.3% | 3,977 | $225K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +6.5% | 3,952 | $224K |
| Composition Wealth, LLC | 0.00% | New | 3,932 | $223K |
| Fifth Third Bancorp | 0.00% | Reduce -34.4% | 3,924 | $222K |
| Summit Financial Wealth Advisors, LLC | 0.03% | No change | 3,862 | $219K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +2.5% | 3,862 | $219K |
| Focused Alpha, LLC | 0.06% | New | 3,826 | $217K |
| Montecito Bank & Trust | 0.03% | Add +2.7% | 3,826 | $217K |
| &partners | 0.00% | Add +0.5% | 3,808 | $216K |
| Summit Financial, LLC | 0.00% | Add +0.4% | 3,755 | $213K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -4.5% | 3,711 | $210K |
| Milestone Asset Management Group, LLC | 0.11% | Add +0.1% | 3,708 | $210K |
| Aspiriant, LLC | 0.01% | No change | 3,654 | $207K |
| Clear Creek Financial Management, LLC | 0.01% | Add +0.1% | 3,623 | $205K |
| Financial Life Planners | 0.11% | Reduce -17.1% | 3,074 | $174K |
| Blair William & Co. | 0.00% | Reduce -14.0% | 3,057 | $173K |
| Investors Research Corp | 0.03% | No change | 3,050 | $173K |
| Silver Oak Securities, Incorporated | 0.01% | New | 2,905 | $164K |
| Quest 10 Wealth Builders, Inc. | 0.11% | No change | 2,482 | $140K |
| Citigroup Inc. | 0.00% | New | 2,384 | $135K |
| Global Retirement Partners, LLC | 0.00% | — | 2,318 | $131K |
| Bellevue Asset Management, LLC | 0.06% | Add +0.2% | 2,234 | $126K |
| International Assets Investment Management, LLC | 0.01% | Reduce -8.9% | 2,182 | $123K |
| Quantum Portfolio Management LLC | 0.04% | New | 2,080 | $118K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.8% | 1,910 | $108K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,903 | $108K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,890 | $107K |
| Index Technologies Group LLC | 0.08% | New | 1,694 | $96K |
| Parallel Advisors, LLC | 0.00% | No change | 1,648 | $93K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,575 | $89K |
| WealthShield Partners, LLC | 0.01% | No change | 1,553 | $88K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.5% | 1,514 | $86K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -24.4% | 1,511 | $86K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,471 | $83K |
| Highland Investment Advisors LLC | 0.04% | — | 1,433 | $81K |
| IFP Advisors, Inc | 0.00% | Add +1.2% | 1,383 | $78K |
| US Bancorp \de | 0.00% | Reduce -14.1% | 1,247 | $71K |
| Allworth Financial LP | 0.00% | Reduce -8.2% | 1,229 | $70K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 1,208 | $68K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,140 | $65K |
| Triumph Capital Management | 0.01% | Reduce -0.3% | 1,125 | $64K |
| Signaturefd, LLC | 0.00% | No change | 1,100 | $62K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 1,087 | $62K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,025 | $58K |
| Capital Advisor Network LLC | 0.07% | New | 997 | $56K |
| Bravera Wealth | 0.02% | Reduce -3.8% | 932 | $53K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 866 | $49K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 849 | $48K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -29.7% | 831 | $47K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 692 | $39K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -53.9% | 640 | $36K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 535 | $30K |
| IFG Advisory, LLC | 0.00% | New | 527 | $30K |
| Franklin Resources Inc. | 0.00% | New | 515 | $29K |
| Financial Management Professionals, Inc. | 0.00% | No change | 505 | $29K |
| Founders Financial Alliance, LLC | 0.00% | No change | 500 | $28K |
| Parkside Financial Bank & Trust | 0.00% | No change | 500 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -50.0% | 500 | $28K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 501 | $28K |
| LRI Investments, LLC | 0.00% | No change | 480 | $27K |
| RMG Wealth Management LLC | 0.00% | No change | 418 | $27K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -62.7% | 476 | $27K |
| Smartleaf Asset Management LLC | 0.00% | No change | 468 | $27K |
| Phillips Financial Management, LLC | 0.00% | No change | 457 | $26K |
| Ameriflex Group, Inc. | 0.01% | No change | 432 | $24K |
| Register Financial Advisors LLC | 0.01% | No change | 425 | $24K |
| Quantbot Technologies LP | 0.00% | New | 423 | $24K |
| NBT Bank, N.A. | 0.00% | Reduce -55.7% | 372 | $21K |
| Assetmark, Inc. | 0.00% | Add +37.9% | 364 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 310 | $18K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $17K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.3% | 296 | $17K |
| New Republic Capital, LLC | 0.00% | No change | 294 | $17K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -60.6% | 260 | $15K |
| Hantz Financial Services, Inc. | 0.00% | No change | 240 | $14K |
| Tsfg, LLC | 0.00% | No change | 225 | $13K |
| CX Institutional | 0.00% | Add +0.4% | 237 | $13K |
| Independence Bank of Kentucky | 0.00% | Reduce -22.2% | 228 | $13K |
| Vision Retirement, LLC | 0.00% | No change | 219 | $12K |
| National Bank of Canada | 0.00% | No change | 210 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 209 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.5% | 205 | $12K |
| Whittier Trust Co. | 0.00% | No change | 200 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | Add +122.2% | 200 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 200 | $11K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 196 | $11K |
| Regatta Research & Money Management | 0.01% | — | 185 | $10K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $8K |
| Founders Capital Management | 0.00% | Add +0.7% | 144 | $8K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -14.7% | 139 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 132 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +0.8% | 128 | $7K |
| SouthState Bank Corp | 0.00% | No change | 115 | $7K |
| Synergy Investment Management, LLC | 0.00% | No change | 106 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -12.6% | 104 | $6K |
| Montgomery Financial Services LLC | 0.01% | — | 103 | $6K |
| Aberdeen Wealth Management LLC | 0.00% | Reduce -42.9% | 100 | $6K |
| Capital Investment Counsel, Inc | 0.00% | New | 100 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | — | 97 | $5K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +1.1% | 91 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.4% | 84 | $5K |
| Signature Equity Partners, LLC | 0.00% | Reduce -77.6% | 80 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 74 | $4K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 72 | $4K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 69 | $4K |
| First Bancorp, Inc | 0.00% | New | 66 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -37.5% | 60 | $3K |
| Core Capital Management & Research, inc. | 0.00% | — | 39 | $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% | No change | 17 | $963 |
| Concord Wealth Partners | 0.00% | New | 17 | $962 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 15 | $823 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 13 | $736 |
| Ancora Advisors LLC | 0.00% | No change | 5 | $283 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 5 | $283 |
| Banque Cantonale Vaudoise | 0.00% | Reduce -50.0% | 5,000 | $283 |
| Aristotle Capital Management, LLC | 0.00% | New | 4 | $244 |
| Kroeger Financial Partners | 0.00% | — | 1 | $57 |
"% 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.