Free Trial
→ Is Elon's empire crumbling? (From Brownstone Research) (Ad) Free IYE Stock Alerts

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

iShares U.S. Energy ETF logo
$45.57 -0.78 (-1.68%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$45.58 +0.01 (+0.01%)
As of 08/1/2025 04:13 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
52.46%
Number of
Institutional Buyers
(last 12 months)
164
Total
Institutional Inflows
(last 12 months)
$151.58M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$64.52M
Get IYE Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Energy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IYE Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Liberty Wealth Management LLC13,028$589K0.1%N/A0.051%
8/1/2025Banco Santander S.A.194,521$8.80M0.1%N/A0.763%
8/1/2025Envestnet Asset Management Inc.47,192$2.13M0.0%-13.8%0.185%
7/31/2025 Forte Asset Management LLC62,485$2.83M1.4%N/A0.245%
7/30/2025 Retirement Planning Group LLC7,429$336K0.0%-14.7%0.029%
7/30/2025 D.A. Davidson & CO.5,785$262K0.0%N/A0.023%
7/30/2025 Avidian Wealth Enterprises LLC45,547$2.06M0.1%-17.9%0.179%
7/29/2025 Chicago Partners Investment Group LLC6,538$301K0.0%-3.8%0.026%
7/29/2025 Signature Estate & Investment Advisors LLC13,449$608K0.0%+16.8%0.053%
7/29/2025 ShoreHaven Wealth Partners LLC4,934$223K0.1%-22.7%0.019%
7/29/2025 Empirical Asset Management LLC10,070$455K0.1%-3.5%0.039%
7/28/2025 Rosenberg Matthew Hamilton5,727$259K0.1%-15.4%0.022%
7/28/2025 Interchange Capital Partners LLC1,826$83K0.1%-63.1%0.007%
7/28/2025 Mutual Advisors LLC23,597$1.09M0.0%+4.7%0.093%
7/25/2025 SPC Financial Inc.6,323$286K0.0%-28.2%0.025%
7/25/2025 CWM LLC19,143$866K0.0%-10.6%0.075%
7/25/2025 Concurrent Investment Advisors LLC5,280$239K0.0%+19.3%0.021%
7/25/2025 Apollon Wealth Management LLC6,690$303K0.0%-9.7%0.026%
7/24/2025 Blue Trust Inc.13,964$631K0.0%+1.9%0.055%
7/24/2025 Wealthstar Advisors LLC44,819$2.03M0.8%+7.0%0.176%
7/24/2025 Blair William & Co. IL3,581$162K0.0%-23.4%0.014%
7/23/2025 Valmark Advisers Inc.5,041$228K0.0%+7.3%0.020%
7/23/2025 Lakeshore Capital Group Inc.6,959$315K0.3%+18.9%0.027%
7/23/2025 Foundation Wealth Management LLC29,433$1.33M0.9%+19.4%0.115%
7/22/2025 DAVENPORT & Co LLC11,355$513K0.0%-2.1%0.044%
7/22/2025 Grimes & Company Inc.9,889$447K0.0%-50.8%0.039%
7/21/2025 Ameritas Advisory Services LLC4,286$194K0.0%-63.2%0.017%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC11,020$498K0.0%N/A0.043%
7/18/2025 Truist Financial Corp11,450$518K0.0%-55.6%0.045%
7/17/2025 Capital Investment Advisors LLC7,363$333K0.0%-3.8%0.029%
7/17/2025 Janney Montgomery Scott LLC53,781$2.43M0.0%+12.5%0.210%
7/17/2025 SC&H Financial Advisors Inc.5,335$241K0.0%-5.6%0.021%
7/15/2025 Financial Partners Group Inc10,236$463K0.1%-7.5%0.040%
7/11/2025 Wealth Management Partners LLC20,741$952K0.3%-17.0%0.081%
7/11/2025 Farther Finance Advisors LLC5,294$239K0.0%+110.0%0.021%
7/10/2025 Rockland Trust Co.24,009$1.09M0.1%-1.7%0.094%
7/10/2025 Wealth Enhancement Advisory Services LLC23,906$1.11M0.0%+5.5%0.093%
7/10/2025 Capital Advisory Group Advisory Services LLC24,640$1.11M0.4%-48.7%0.096%
7/9/2025 Summit Financial Consulting LLC129,917$5.88M5.3%+15.3%0.506%
7/7/2025 First Citizens Financial Corp37,204$1.68M0.9%-19.2%0.145%
Market Crash Warning: How to Protect Your Wealth Before August 12th (Ad)

China tariffs hit August 12—and experts warn a market meltdown may follow. A free guide from American Alternative Assets reveals 3 urgent moves to protect your portfolio, plus the #1 asset class thriving during crises (hint: it’s not stocks or bonds).

Get your FREE Tariff Crash Escape Plan now
7/2/2025 Dentgroup LLC32,910$1.49M1.0%-5.6%0.128%
5/20/2025Glenview Trust co5,099$251K0.0%-87.9%0.020%
5/19/2025Jane Street Group LLC38,100$1.88M0.0%+49.4%0.147%
5/16/2025 Ascent Group LLC7,085$349K0.0%N/A0.027%
5/16/2025 Signature Estate & Investment Advisors LLC11,512$568K0.0%N/A0.044%
5/16/2025Jones Financial Companies Lllp69,518$3.43M0.0%+64.7%0.267%
5/16/2025NewEdge Advisors LLC51,361$2.53M0.0%+2.1%0.198%
5/16/2025Integrated Wealth Concepts LLC9,879$487K0.0%-81.8%0.038%
5/16/2025Aprio Wealth Management LLC4,181$206K0.0%N/A0.016%
5/15/2025Promethium Advisors LLC5,973$294K0.2%N/A0.023%
5/15/2025EP Wealth Advisors LLC3,365$166K0.0%-12.8%0.013%
5/15/2025Royal Bank of Canada367,478$18.12M0.0%+4.9%1.413%
5/15/2025Baird Financial Group Inc.33,005$1.63M0.0%+12.6%0.127%
5/14/2025Smartleaf Asset Management LLC7,639$372K0.0%-13.4%0.029%
5/14/2025Biondo Investment Advisors LLC37,828$1.87M0.3%+0.7%0.145%
5/14/2025Northwestern Mutual Wealth Management Co.41,374$2.04M0.0%+61.6%0.159%
5/14/2025Allstate Corp11,700$577K0.0%N/A0.045%
5/14/2025Kestra Advisory Services LLC111,394$5.49M0.0%+116.3%0.428%
5/14/2025CW Advisors LLC4,887$241K0.0%N/A0.019%
5/14/2025PGIM Custom Harvest LLC1,486,973$73.31M1.8%+2.3%5.719%
5/14/2025Sumitomo Mitsui Financial Group Inc.81,283$4.01M0.1%-5.6%0.313%
5/13/2025Ethos Financial Group LLC23,642$1.17M0.1%N/A0.091%
5/13/2025Raymond James Financial Inc.202,056$9.96M0.0%-9.8%0.777%
5/13/2025HighTower Advisors LLC51,432$2.54M0.0%-6.7%0.198%
5/12/2025Meridian Wealth Management LLC8,321$410K0.0%N/A0.032%
5/9/2025 Chicago Partners Investment Group LLC6,793$335K0.0%+16.4%0.026%
5/9/2025WealthShield Partners LLC1,567$77K0.0%+171.6%0.006%
5/9/2025Wealthspire Advisors LLC7,392$364K0.0%-4.3%0.028%
5/9/2025 Blair William & Co. IL4,677$231K0.0%-6.6%0.018%
5/9/2025PNC Financial Services Group Inc.9,507$469K0.0%+141.4%0.036%
5/8/2025 SPC Financial Inc.8,805$434K0.0%-23.6%0.033%
5/8/2025Arkadios Wealth Advisors11,654$575K0.0%-9.0%0.044%
5/7/2025N.E.W. Advisory Services LLC1,163$57K0.0%N/A0.004%
5/7/2025LPL Financial LLC608,107$29.98M0.0%-5.4%2.295%
5/6/2025 ShoreHaven Wealth Partners LLC6,384$315K0.2%-61.2%0.024%
5/6/2025Cetera Investment Advisers185,521$9.15M0.0%+8.3%0.700%
5/6/2025Avantax Advisory Services Inc.8,444$416K0.0%+9.3%0.032%
5/6/2025 One Wealth Advisors LLC5,233$258K0.0%-53.1%0.020%
5/6/2025Journey Strategic Wealth LLC15,878$783K0.0%+17.2%0.060%
5/6/2025AE Wealth Management LLC4,395$217K0.0%-5.1%0.017%
5/6/2025 Venturi Wealth Management LLC4,400$217K0.0%N/A0.017%
5/6/2025Y Intercept Hong Kong Ltd4,324$213K0.0%N/A0.016%
5/6/2025Choreo LLC4,290$211K0.0%-6.7%0.016%
5/5/2025Crestwood Advisors Group LLC220,523$10.87M0.2%-2.3%0.832%
5/5/2025Counterweight Ventures LLC13,967$689K0.5%-2.3%0.053%
5/5/2025Cassaday & Co Wealth Management LLC6,298$310K0.0%+7.0%0.024%
5/5/2025Kestra Private Wealth Services LLC8,846$436K0.0%+10.8%0.033%
5/5/2025Csenge Advisory Group19,786$975K0.1%+6.1%0.075%
5/5/2025AMG National Trust Bank119,149$5.87M0.2%-15.5%0.450%
5/5/2025Private Advisor Group LLC34,635$1.71M0.0%+6.0%0.131%
This Crypto Is Set to Explode in January (Ad)

Free summit reveals where Bitcoin goes after $120k Don't miss this rare opportunity to learn directly from the experts who are driving this market…

Reserve your free spot now.
5/5/2025EQ LLC11,770$580K0.3%-8.9%0.044%
5/2/2025Mayflower Financial Advisors LLC7,144$352K0.1%-10.0%0.027%
5/2/2025Larson Financial Group LLC2,244$111K0.0%+138.5%0.008%
5/2/2025 Apollon Wealth Management LLC7,408$365K0.0%+5.6%0.028%
5/2/2025Sigma Planning Corp7,499$370K0.0%+26.1%0.028%
5/1/2025 CWM LLC21,403$1.06M0.0%-6.3%0.081%
5/1/2025 Iron Horse Wealth Management LLC533$26K0.0%N/A0.002%
5/1/2025Quest 10 Wealth Builders Inc.2,877$142K0.2%-29.6%0.011%
4/30/2025Cerity Partners LLC5,860$289K0.0%-47.7%0.022%
4/30/2025Cornerstone Planning Group LLC945$47K0.0%+632.6%0.004%
(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, 318 institutional investors and hedge funds held shares of iShares U.S. Energy ETF. The most heavily invested institutionals were PGIM Custom Harvest LLC ($73.31M), Bank of America Corp DE ($56.41M), Wells Fargo & Company MN ($47.86M), LPL Financial LLC ($29.98M), UBS Group AG ($27.16M), Goldman Sachs Group Inc. ($23.18M), and JPMorgan Chase & Co. ($20.72M).Learn more on iShares U.S. Energy ETF's institutional investors.

What percentage of iShares U.S. Energy ETF's stock is owned by institutional investors?

52.46% of iShares U.S. Energy ETF's stock is owned by institutional investors. Learn more on IYE's institutional investor holdings.

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

Of the 246 institutional investors that purchased iShares U.S. Energy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ferguson Wellman Capital Management Inc. ($542.59K), International Assets Investment Management LLC ($363.17K), Crestwood Advisors Group LLC ($252.68K), Raymond James Financial Inc. ($223.92K), LPL Financial LLC ($223.52K), Modera Wealth Management LLC ($209.06K), and MML Investors Services LLC ($199.71K).

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

Institutional investors have bought a total of 3,269,421 shares in the last 24 months. This purchase volume represents approximately $151.58M in transactions.

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

Of the 111 institutional investors that sold iShares U.S. Energy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ferguson Wellman Capital Management Inc. ($286.08K), Bank of America Corp DE ($144.06K), Envestnet Asset Management Inc. ($123.32K), Royal Bank of Canada ($121.34K), Integrated Wealth Concepts LLC ($44.26K), Glenview Trust co ($37.02K), and Counterweight Ventures LLC ($34.76K).

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

Institutional investors have sold a total of 1,371,792 shares in the last 24 months. This volume of shares sold represents approximately $64.52M in transactions.


Related Companies

This page (NYSEARCA:IYE) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
One stock to replace Nvidia
I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce compet...
InvestorPlace | Sponsored
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsored
A new rule goes live in July — and the banks are quietly crushing it
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Jeff Bezos Launches "ChatGPT Killer"?
Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% ...
Stansberry Research | Sponsored