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iShares U.S. Energy ETF (IYE) Institutional Ownership

iShares U.S. Energy ETF logo
$46.46 -1.31 (-2.74%)
Closing price 01/31/2025 04:10 PM Eastern
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$46.46 0.00 (0.00%)
As of 01/31/2025 05:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Energy ETF (NYSEARCA:IYE)

Number of
Institutional Buyers
(last 12 months)
125
Total
Institutional Inflows
(last 12 months)
$85.50M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$47.23M
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IYE Institutional Buying and Selling by Quarter

iShares U.S. Energy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025Key Financial Inc600$27K0.0%N/A0.002%
1/31/2025D.A. Davidson & CO.4,493$205K0.0%N/A0.016%
1/31/2025Truist Financial Corp26,708$1.22M0.0%+4.1%0.097%
1/31/2025Sanctuary Advisors LLC41,812$2.00M0.0%+19.4%0.152%
1/31/2025JFS Wealth Advisors LLC663$30K0.0%+820.8%0.002%
1/31/2025J.W. Cole Advisors Inc.35,791$1.63M0.1%-5.5%0.130%
1/30/2025 Csenge Advisory Group18,655$850K0.0%+24.0%0.068%
1/30/2025 Strategic Financial Concepts LLC16,790$765K0.0%N/A0.061%
1/30/2025 Aveo Capital Partners LLC9,724$443K0.0%-41.1%0.035%
1/30/2025 Quadrant Private Wealth Management LLC7,903$360K0.1%+33.3%0.029%
1/30/2025 Blue Trust Inc.13,686$624K0.0%-42.5%0.050%
1/30/2025 ShoreHaven Wealth Partners LLC16,454$750K0.4%+11.2%0.060%
1/30/2025 Windward Private Wealth Management Inc.4,942$225K0.1%-16.8%0.018%
1/29/2025 Avidian Wealth Enterprises LLC56,228$2.56M0.1%-2.2%0.204%
1/29/2025 Ferguson Wellman Capital Management Inc.245,518$11.19M0.2%-16.0%0.893%
1/28/2025 Wealthstar Advisors LLC37,488$1.71M0.7%N/A0.136%
1/28/2025 Counterweight Ventures LLC14,296$651K0.5%-1.5%0.052%
1/28/2025 Golden State Wealth Management LLC2,615$119K0.0%N/A0.010%
1/28/2025 Strategic Financial Concepts LLC16,790$765K0.0%N/A0.061%
1/27/2025 Choreo LLC4,599$209K0.0%-10.3%0.017%
1/24/2025 Financial Life Planners3,853$176K0.1%N/A0.014%
1/24/2025 One Wealth Advisors LLC11,148$508K0.1%+44.6%0.041%
1/24/2025 Financial Partners Group Inc11,148$508K0.1%-12.3%0.041%
1/24/2025 Journey Strategic Wealth LLC13,549$617K0.0%-7.6%0.049%
1/24/2025 DAVENPORT & Co LLC11,780$537K0.0%+89.4%0.043%
1/23/2025 Strategic Blueprint LLC7,316$333K0.0%+58.8%0.027%
1/22/2025 Mayflower Financial Advisors LLC7,941$362K0.1%+4.2%0.029%
1/22/2025 Watershed Private Wealth LLC6,707$306K0.1%N/A0.024%
1/22/2025 Griffin Asset Management Inc.8,088$369K0.0%+16.6%0.029%
1/22/2025 Blue Trust Inc.24,122$1.12M0.0%+1.4%0.088%
1/21/2025 Cottonwood Capital Advisors LLC21,232$968K0.7%-3.7%0.077%
1/21/2025 ONE Advisory Partners LLC5,650$257K0.1%+6.4%0.021%
1/21/2025 Montecito Bank & Trust6,319$288K0.0%-4.3%0.023%
1/17/2025 Market Street Wealth Management Advisors LLC6,223$284K0.0%-17.7%0.023%
1/17/2025 Mutual Advisors LLC21,951$1.09M0.0%+4.3%0.080%
1/17/2025 Janney Montgomery Scott LLC57,608$2.63M0.0%-4.2%0.209%
1/16/2025 Ironwood Financial llc8,069$368K0.1%-48.4%0.029%
1/16/2025 Grove Bank & Trust6,158$281K0.0%-44.8%0.022%
1/15/2025 Ballew Advisors Inc22,471$1.08M0.7%+1.2%0.082%
1/15/2025 Ameritas Advisory Services LLC11,723$534K0.0%+14.8%0.043%
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1/15/2025 Arkadios Wealth Advisors12,801$583K0.0%+22.7%0.047%
1/15/2025 Empirical Asset Management LLC10,277$468K0.0%-8.5%0.037%
1/13/2025 Unique Wealth LLC11,145$508K0.1%N/A0.041%
1/13/2025 Miracle Mile Advisors LLC13,789$628K0.0%+189.6%0.050%
1/13/2025 Claro Advisors LLC7,356$335K0.0%N/A0.027%
1/10/2025 Wealth Enhancement Advisory Services LLC15,547$720K0.0%-1.9%0.057%
1/3/2025 Dentgroup LLC35,187$1.60M1.2%-1.0%0.128%
1/3/2025 First Citizens Financial Corp47,466$2.16M1.2%-2.6%0.173%
12/26/2024JPMorgan Chase & Co.273,453$12.67M0.0%+5.8%0.994%
12/13/2024B. Riley Wealth Advisors Inc.11,307$540K0.0%-15.1%0.041%
11/25/2024Synovus Financial Corp42,949$1.99M0.0%-0.7%0.156%
11/25/2024Sanctuary Advisors LLC35,033$1.80M0.0%-9.9%0.127%
11/18/2024Sunbelt Securities Inc.35,610$1.65M0.2%+9.7%0.129%
11/15/2024Goodman Advisory Group LLC15,002$695K0.2%-43.8%0.055%
11/15/2024MML Investors Services LLC53,548$2.48M0.0%+32.8%0.195%
11/15/2024EP Wealth Advisors LLC3,365$156K0.0%+29.3%0.012%
11/15/2024Stifel Financial Corp40,838$1.89M0.0%-15.4%0.149%
11/15/2024Quantinno Capital Management LP8,389$389K0.0%+50.7%0.031%
11/15/2024IHT Wealth Management LLC30,729$1.46M0.0%+2.4%0.112%
11/15/2024Integrated Wealth Concepts LLC29,821$1.38M0.0%+11.4%0.108%
11/15/2024HighTower Advisors LLC45,043$2.08M0.0%+2.4%0.164%
11/15/2024Hilltop Holdings Inc.24,607$1.14M0.1%N/A0.089%
11/14/2024Flow Traders U.S. LLC8,659$401K0.0%N/A0.031%
11/14/2024Captrust Financial Advisors34,805$1.61M0.0%-2.4%0.127%
11/14/2024Rockefeller Capital Management L.P.25,035$1.16M0.0%-7.0%0.091%
11/13/2024BNP Paribas Financial Markets24,528$1.14M0.0%+50.6%0.089%
11/13/2024FMR LLC5,477$254K0.0%-9.6%0.020%
11/13/2024Brown Brothers Harriman & Co.1,301$60K0.0%N/A0.005%
11/12/2024Pekin Hardy Strauss Inc.5,275$244K0.0%N/A0.019%
11/12/2024Cerity Partners LLC10,922$506K0.0%-9.1%0.040%
11/12/2024Icon Wealth Advisors LLC3,069$142K0.0%+15.5%0.011%
11/8/2024Moors & Cabot Inc.5,530$256K0.0%-19.0%0.020%
11/8/2024 Avior Wealth Management LLC2,817$131K0.0%-31.2%0.010%
11/8/2024 Counterweight Ventures LLC14,517$673K0.5%-70.2%0.053%
11/8/2024Prospera Financial Services Inc49,100$2.28M0.1%+42.7%0.179%
11/7/2024AMG National Trust Bank146,733$6.80M0.2%+2.8%0.534%
11/7/2024EQ LLC13,509$626K0.3%-4.5%0.049%
11/7/2024Thrivent Financial for Lutherans48,607$2.25M0.0%-1.2%0.177%
11/7/2024Ritter Daniher Financial Advisory LLC DE1,050$49K0.0%N/A0.004%
11/6/2024OneDigital Investment Advisors LLC48,862$2.26M0.0%+53.0%0.178%
11/6/2024 Ferguson Wellman Capital Management Inc.292,319$13.55M0.3%+3,857.2%1.063%
11/5/2024Aptus Capital Advisors LLC5,743$266K0.0%+16.7%0.021%
11/4/2024 Cottonwood Capital Advisors LLC22,037$1.02M0.7%-19.5%0.080%
11/4/2024 Mitchell Mcleod Pugh & Williams Inc.5,715$265K0.1%-5.2%0.021%
11/4/2024Tyler Stone Wealth Management5,787$268K0.1%+101.5%0.021%
11/4/2024Sigma Planning Corp6,104$283K0.0%-8.8%0.022%
11/1/2024Atria Investments Inc10,651$494K0.0%+16.0%0.039%
10/31/2024 Montecito Bank & Trust6,603$306K0.1%-26.7%0.024%
10/30/2024 Avidian Wealth Enterprises LLC57,496$2.66M0.1%-0.9%0.209%
10/30/2024Crestwood Advisors Group LLC234,637$10.87M0.2%-3.1%0.853%
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10/29/2024Foundation Wealth Management LLC24,989$1.16M0.9%-1.7%0.091%
10/29/2024 Janney Montgomery Scott LLC60,150$2.79M0.0%+0.8%0.219%
10/28/2024 Forte Asset Management LLC37,085$1.72M0.9%-38.2%0.135%
10/28/2024 Rosenberg Matthew Hamilton7,716$358K0.1%-3.6%0.028%
10/25/2024 Strategic Blueprint LLC4,606$213K0.0%N/A0.017%
10/25/2024 SC&H Financial Advisors Inc.5,653$262K0.1%-11.7%0.021%
10/24/2024J.W. Cole Advisors Inc.37,862$1.76M0.1%+2.0%0.138%
10/24/2024 ShoreHaven Wealth Partners LLC14,793$686K0.3%+4.7%0.054%
10/24/2024 Financial Management Professionals Inc.824$38K0.0%+345.4%0.003%
10/24/2024 Wealth Enhancement Advisory Services LLC15,846$734K0.0%-30.6%0.058%
(Data available from 1/1/2016 forward)

IYE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYE shares?

During the previous two years, 337 institutional investors and hedge funds held shares of iShares U.S. Energy ETF. The most heavily invested institutionals were Bank of America Corp DE ($100.79M), PGIM Custom Harvest LLC ($68.59M), Wells Fargo & Company MN ($41.49M), Advisor Group Holdings Inc. ($41.19M), UBS Group AG ($27.16M), Goldman Sachs Group Inc. ($23.18M), and LPL Financial LLC ($19.78M).Learn more on IYE's institutional investors.

Which institutional investors have been buying iShares U.S. Energy ETF stock?

Of the 243 institutional investors that purchased iShares U.S. Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ferguson Wellman Capital Management Inc. ($546.12K), International Assets Investment Management LLC ($363.17K), Crestwood Advisors Group LLC ($252.68K), Modera Wealth Management LLC ($209.06K), Bellwether Advisors LLC ($198.66K), Northwestern Mutual Wealth Management Co. ($184.12K), and Bank of America Corp DE ($165.16K).

How much institutional buying is happening at iShares U.S. Energy ETF?

Institutional investors have bought a total of 5,387,666 shares in the last 24 months. This purchase volume represents approximately $246.58M in transactions.

Which iShares U.S. Energy ETF major shareholders have been selling company stock?

Of the 202 institutional investors that sold iShares U.S. Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($2.83M), LPL Financial LLC ($824.03K), CWM LLC ($725.76K), SPC Financial Inc. ($437.86K), Raymond James Financial Services Advisors Inc. ($342.24K), Janney Montgomery Scott LLC ($287.22K), and M&T Bank Corp ($263.88K).

How much institutional selling is happening at iShares U.S. Energy ETF?

Institutional investors have sold a total of 9,953,426 shares in the last 24 months. This volume of shares sold represents approximately $439.75M in transactions.


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This page (NYSEARCA:IYE) was last updated on 2/1/2025 by MarketBeat.com Staff
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