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

iShares U.S. Energy ETF logo
$50.72 +0.53 (+1.06%)
(As of 11/20/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Energy ETF (NYSEARCA:IYE)

Number of
Institutional Buyers
(last 12 months)
126
Total
Institutional Inflows
(last 12 months)
$118.46M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$50.79M
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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
11/18/2024 Sunbelt Securities Inc.35,610$1.65M0.2%+9.7%0.129%
11/15/2024 Goodman Advisory Group LLC15,002$695K0.2%-43.8%0.055%
11/15/2024 MML Investors Services LLC53,548$2.48M0.0%+32.8%0.195%
11/15/2024 EP Wealth Advisors LLC3,365$156K0.0%+29.3%0.012%
11/15/2024 Stifel Financial Corp40,838$1.89M0.0%-15.4%0.149%
11/15/2024 Quantinno Capital Management LP8,389$389K0.0%+50.7%0.031%
11/15/2024 IHT Wealth Management LLC30,729$1.46M0.0%+2.4%0.112%
11/15/2024 Integrated Wealth Concepts LLC29,821$1.38M0.0%+11.4%0.108%
11/15/2024 HighTower Advisors LLC45,043$2.08M0.0%+2.4%0.164%
11/15/2024 Hilltop Holdings Inc.24,607$1.14M0.1%N/A0.089%
11/14/2024 Flow Traders U.S. LLC8,659$401K0.0%N/A0.031%
11/14/2024 Captrust Financial Advisors34,805$1.61M0.0%-2.4%0.127%
11/14/2024 Rockefeller Capital Management L.P.25,035$1.16M0.0%-7.0%0.091%
11/13/2024 BNP Paribas Financial Markets24,528$1.14M0.0%+50.6%0.089%
11/13/2024 FMR LLC5,477$254K0.0%-9.6%0.020%
11/13/2024 Brown Brothers Harriman & Co.1,301$60K0.0%N/A0.005%
11/12/2024 Pekin Hardy Strauss Inc.5,275$244K0.0%N/A0.019%
11/12/2024 Cerity Partners LLC10,922$506K0.0%-9.1%0.040%
11/12/2024 Icon Wealth Advisors LLC3,069$142K0.0%+15.5%0.011%
11/8/2024 Moors & 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%
11/8/2024 Prospera Financial Services Inc49,100$2.28M0.1%+42.7%0.179%
11/7/2024 AMG National Trust Bank146,733$6.80M0.2%+2.8%0.534%
11/7/2024 EQ LLC13,509$626K0.3%-4.5%0.049%
11/7/2024 Thrivent Financial for Lutherans48,607$2.25M0.0%-1.2%0.177%
11/7/2024 Ritter Daniher Financial Advisory LLC DE1,050$49K0.0%N/A0.004%
11/6/2024 OneDigital 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%
11/5/2024 Aptus 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%
11/4/2024 Tyler Stone Wealth Management5,787$268K0.1%+101.5%0.021%
11/4/2024 Sigma Planning Corp6,104$283K0.0%-8.8%0.022%
11/1/2024 Atria 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%
10/30/2024 Crestwood Advisors Group LLC234,637$10.87M0.2%-3.1%0.853%
10/29/2024 Foundation 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%
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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%
10/24/2024 J.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%
10/24/2024 Arkadios Wealth Advisors10,434$484K0.0%-4.6%0.038%
10/23/2024 Country Club Bank8,459$390K0.0%-4.6%0.031%
10/22/2024 International Assets Investment Management LLC99,260$4.60M0.0%+4,084.7%0.361%
10/22/2024 Detalus Advisors LLC14,821$687K0.2%+121.8%0.054%
10/22/2024 Lazari Capital Management Inc.6,950$322K0.1%-4.3%0.025%
10/22/2024 Private Advisor Group LLC28,313$1.31M0.0%+15.1%0.103%
10/21/2024 Whittier Trust Co. of Nevada Inc.25,173$1.17M0.0%+904.9%0.092%
10/19/2024Bernardo Wealth Planning LLC7,980$380K0.1%-3.2%0.029%
10/18/2024 Ferguson Wellman Capital Management Inc.265,045$12.28M0.3%+3,488.0%0.964%
10/18/2024Raymond James & Associates72,497$3.36M0.0%-11.7%0.264%
10/17/2024Well Done LLC35,740$1.66M0.3%N/A0.130%
10/16/2024 One Wealth Advisors LLC7,710$357K0.1%+5.1%0.028%
10/16/2024 SPC Financial Inc.11,572$536K0.0%-2.7%0.042%
10/16/2024 Market Street Wealth Management Advisors LLC7,557$350K0.1%-7.0%0.027%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC12,080$560K0.0%N/A0.044%
10/10/2024 Ballew Advisors Inc22,208$1.07M0.7%-1.6%0.081%
10/10/2024 Retirement Planning Group LLC6,784$314K0.0%+3.4%0.025%
10/9/2024 Cypress Wealth Services LLC9,448$438K0.1%-3.9%0.034%
10/8/2024 CWM LLC13,771$638K0.0%-4.5%0.050%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,451$206K0.0%N/A0.016%
10/8/2024 Heartwood Wealth Advisors LLC26,725$1.24M0.1%+9.0%0.097%
10/7/2024 Miracle Mile Advisors LLC4,761$221K0.0%N/A0.017%
10/3/2024 Rockland Trust Co.25,007$1.16M0.1%-8.4%0.091%
10/3/2024 First Citizens Financial Corp48,734$2.26M1.2%-0.7%0.177%
10/2/2024 Dentgroup LLC35,553$1.65M1.2%-8.0%0.129%
9/5/2024Sanctuary Advisors LLC38,895$1.95M0.0%N/A0.141%
8/22/2024 Cetera Investment Advisers168,673$8.10M0.0%-1.7%0.613%
8/21/2024 SPC Financial Inc.11,899$571K0.1%-7.4%0.043%
8/19/2024B. Riley Wealth Advisors Inc.13,312$639K0.0%-16.2%0.048%
8/16/2024 Sunbelt Securities Inc.32,452$1.56M0.2%-2.9%0.118%
8/16/2024 Northwestern Mutual Wealth Management Co.37,068$1.78M0.0%+0.8%0.135%
8/16/2024 NewEdge Advisors LLC37,729$1.81M0.0%+16.1%0.137%
8/16/2024 Creative Planning27,735$1.33M0.0%-28.8%0.101%
8/16/2024 Goodman Advisory Group LLC26,682$1.28M0.4%N/A0.097%
8/14/2024 EverSource Wealth Advisors LLC671$33K0.0%+198.2%0.002%
8/13/2024 Thrivent Financial for Lutherans49,176$2.36M0.0%+9.1%0.179%
8/12/2024 Blair William & Co. IL8,169$392K0.0%+17.6%0.030%
8/12/2024 Waterloo Capital L.P.35,886$1.72M0.2%-4.4%0.130%
8/12/2024 Mercer Global Advisors Inc. ADV81,382$3.91M0.0%-10.1%0.296%
8/9/2024 Moors & Cabot Inc.6,830$328K0.0%-21.9%0.025%
8/8/2024 J.W. Cole Advisors Inc.37,110$1.78M0.1%+3.1%0.135%
8/8/2024 Envestnet Asset Management Inc.174,967$8.40M0.0%+2.2%0.636%
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8/8/2024 Wealthspire Advisors LLC7,992$384K0.0%-4.9%0.029%
8/8/2024 HHM Wealth Advisors LLC849$41K0.0%N/A0.003%
8/7/2024 Choreo LLC4,776$229K0.0%N/A0.017%
8/6/2024 Counterweight Ventures LLC48,730$2.34M1.8%+4.1%0.177%
8/6/2024 Custom Index Systems LLC8,337$400K0.2%N/A0.030%
8/5/2024 Private Advisor Group LLC24,591$1.18M0.0%+8.3%0.089%
8/3/2024 KM Capital Management Ltd.26,240$1.26M0.7%+3.9%0.095%
8/3/2024 Mayflower Financial Advisors LLC7,594$365K0.0%-8.2%0.028%
8/2/2024Larson Financial Group LLC933$45K0.0%+6,120.0%0.003%
8/2/2024 Aveo Capital Partners LLC15,051$722K0.1%+3.4%0.055%
(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, 350 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 249 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. ($550.92K), 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 5,645,707 shares in the last 24 months. This purchase volume represents approximately $258.28M in transactions.

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

Of the 210 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 ($284.68K), 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 10,236,990 shares in the last 24 months. This volume of shares sold represents approximately $452.62M in transactions.


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This page (NYSEARCA:IYE) was last updated on 11/21/2024 by MarketBeat.com Staff
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