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

iShares U.S. Energy ETF logo
$45.14 -1.10 (-2.38%)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Energy ETF (NYSEARCA:IYE)

Number of
Institutional Buyers
(last 12 months)
146
Total
Institutional Inflows
(last 12 months)
$133.28M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$46.70M
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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
2/26/2025 Capital A Wealth Management LLC553$25K0.0%N/A0.002%
2/26/2025 Virtue Capital Management LLC5,788$264K0.1%N/A0.021%
2/25/2025 B. Riley Wealth Advisors Inc.6,702$305K0.0%-40.7%0.025%
2/24/2025 Ameriflex Group Inc.748$35K0.0%N/A0.003%
2/18/2025 Sunbelt Securities Inc.39,268$1.77M0.2%+10.3%0.143%
2/18/2025 Retirement Planning Group LLC7,047$321K0.0%+3.9%0.026%
2/18/2025 First Heartland Consultants Inc.8,355$381K0.0%N/A0.030%
2/18/2025 Continuum Advisory LLC3,700$169K0.0%N/A0.013%
2/17/2025 Royal Bank of Canada350,229$15.96M0.0%-25.7%1.274%
2/17/2025 Quantinno Capital Management LP11,583$528K0.0%+38.1%0.042%
2/17/2025 FWL Investment Management LLC1,055$48K0.0%N/A0.004%
2/17/2025 EP Wealth Advisors LLC3,859$176K0.0%+14.7%0.014%
2/17/2025 CoreCap Advisors LLC5,020$229K0.0%-11.3%0.018%
2/17/2025 Cresset Asset Management LLC17,595$802K0.0%-55.3%0.064%
2/17/2025 Cetera Investment Advisers171,355$7.81M0.0%+2.5%0.623%
2/17/2025 Captrust Financial Advisors35,867$1.63M0.0%+3.1%0.130%
2/17/2025 Baird Financial Group Inc.29,316$1.34M0.0%-2.4%0.107%
2/17/2025 Bank of America Corp DE1,237,799$56.41M0.0%-10.4%4.501%
2/17/2025 BNP Paribas Financial Markets19,571$892K0.0%-20.2%0.071%
2/17/2025 Ameriprise Financial Inc.293,672$13.38M0.0%+47.6%1.068%
2/14/2025 Mercer Global Advisors Inc. ADV75,076$3.42M0.0%+0.6%0.273%
2/14/2025 Jane Street Group LLC25,494$1.16M0.0%N/A0.093%
2/14/2025 Comerica Bank7,443$339K0.0%+14.9%0.027%
2/14/2025 Northern Trust Corp6,569$299K0.0%-29.5%0.024%
2/14/2025 Optiver Holding B.V.3,480$159K0.0%N/A0.013%
2/14/2025 Beacon Pointe Advisors LLC4,921$224K0.0%N/A0.018%
2/14/2025 Integrated Wealth Concepts LLC54,134$2.47M0.0%+81.5%0.197%
2/14/2025 IHT Wealth Management LLC32,231$1.47M0.0%+4.9%0.117%
2/14/2025 Stifel Financial Corp44,827$2.04M0.0%+9.8%0.163%
2/14/2025 OneDigital Investment Advisors LLC33,942$1.55M0.0%-30.5%0.123%
2/14/2025 Tower Research Capital LLC TRC 1,270$58K0.0%-95.8%0.005%
2/14/2025 MML Investors Services LLC240,013$10.94M0.0%+348.2%0.873%
2/13/2025 GKV Capital Management Co. Inc.764$35K0.0%N/A0.003%
2/13/2025 NewEdge Advisors LLC50,281$2.29M0.0%+29.0%0.183%
2/13/2025 United Capital Financial Advisors LLC5,594$255K0.0%-22.3%0.020%
2/13/2025 AGP Franklin LLC6,064$276K0.2%N/A0.022%
2/13/2025 CreativeOne Wealth LLC4,605$210K0.0%N/A0.017%
2/13/2025 Mariner LLC157,945$7.20M0.0%-1.3%0.574%
2/13/2025 Synovus Financial Corp43,745$1.99M0.0%+1.9%0.159%
2/13/2025 Sagespring Wealth Partners LLC43,055$1.96M0.0%N/A0.157%
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2/13/2025 Rockefeller Capital Management L.P.26,788$1.22M0.0%+7.0%0.097%
2/13/2025 Summit Financial Wealth Advisors LLC31,476$1.47M0.3%-2.4%0.114%
2/13/2025 Advisory Services Network LLC5,911$269K0.0%-31.3%0.021%
2/13/2025 Renaissance Technologies LLC16,400$747K0.0%N/A0.060%
2/13/2025 Bank of Montreal Can4,102$187K0.0%-6.6%0.015%
2/13/2025 Sumitomo Mitsui Financial Group Inc.86,112$3.92M0.1%-7.8%0.313%
2/13/2025 Cerity Partners LLC11,198$510K0.0%+2.5%0.041%
2/13/2025 Peapack Gladstone Financial Corp7,215$329K0.0%-8.3%0.026%
2/13/2025 Envestnet Asset Management Inc.53,409$2.43M0.0%-68.4%0.194%
2/13/2025 Wells Fargo & Company MN1,050,136$47.86M0.0%+3.1%3.819%
2/12/2025 Huntington National Bank38,749$1.77M0.0%-0.6%0.141%
2/12/2025 Headlands Technologies LLC2,188$100K0.0%N/A0.008%
2/12/2025 O Shaughnessy Asset Management LLC1,188$54K0.0%+32.0%0.004%
2/12/2025 Biondo Investment Advisors LLC37,570$1.71M0.2%+2.0%0.137%
2/12/2025 JPMorgan Chase & Co.454,722$20.72M0.0%+66.3%1.654%
2/11/2025 LPL Financial LLC642,481$29.28M0.0%+53.3%2.336%
2/11/2025 Whittier Trust Co. of Nevada Inc.24,739$1.13M0.0%-1.7%0.090%
2/10/2025 Thrivent Financial for Lutherans49,745$2.27M0.0%+2.3%0.181%
2/10/2025 Glenview Trust co42,123$1.92M0.0%+179.6%0.153%
2/10/2025 Corient Private Wealth LLC49,341$2.25M0.0%-14.9%0.179%
2/10/2025 Commonwealth Equity Services LLC147,492$6.72M0.0%+3.9%0.536%
2/10/2025 Avantax Advisory Services Inc.7,727$352K0.0%-16.1%0.028%
2/10/2025 Farther Finance Advisors LLC2,424$110K0.0%+41.4%0.009%
2/7/2025 HighTower Advisors LLC55,138$2.51M0.0%+22.4%0.201%
2/7/2025 Moors & Cabot Inc.4,550$207K0.0%-17.7%0.017%
2/7/2025 Independent Advisor Alliance6,560$299K0.0%N/A0.024%
2/7/2025 Ellerson Group Inc. ADV8,500$387K0.3%+54.5%0.031%
2/7/2025 AMG National Trust Bank140,958$6.34M0.2%-3.9%0.513%
2/7/2025 Foundation Wealth Management LLC24,413$1.11M0.9%-2.3%0.089%
2/6/2025 Raymond James Financial Inc.223,922$10.20M0.0%N/A0.814%
2/6/2025 Atria Investments Inc11,785$537K0.0%+10.6%0.043%
2/6/2025 Mainstream Capital Management LLC3,134$143K0.1%N/A0.011%
2/6/2025 Steward Partners Investment Advisory LLC50,446$2.30M0.0%-5.6%0.183%
2/6/2025 Detalus Advisors LLC15,068$687K0.2%+1.7%0.055%
2/6/2025 Jones Financial Companies Lllp42,206$1.92M0.0%+127.6%0.153%
2/5/2025 Smartleaf Asset Management LLC8,821$397K0.0%N/A0.032%
2/5/2025 Dynasty Wealth Management LLC54,471$2.48M0.0%N/A0.198%
2/5/2025 Schneider Downs Wealth Management Advisors LP10,962$500K0.1%N/A0.040%
2/5/2025 EQ LLC12,916$589K0.3%-4.4%0.047%
2/4/2025 Crestwood Advisors Group LLC225,756$10.29M0.2%-3.8%0.821%
2/4/2025 IFP Advisors Inc1,640$75K0.0%-40.0%0.006%
2/4/2025 WealthShield Partners LLC577$26K0.0%-63.4%0.002%
2/4/2025 KM Capital Management Ltd.66,210$3.02M1.6%+71.0%0.241%
2/4/2025 Wealthspire Advisors LLC7,724$352K0.0%+3.9%0.028%
2/3/2025 Navellier & Associates Inc.10,537$480K0.1%N/A0.038%
2/3/2025 Private Advisor Group LLC32,673$1.49M0.0%+15.4%0.119%
1/31/2025 Key Financial Inc600$27K0.0%N/A0.002%
1/31/2025 D.A. Davidson & CO.4,493$205K0.0%N/A0.016%
1/31/2025 Truist Financial Corp26,708$1.22M0.0%+4.1%0.097%
1/31/2025 Sanctuary Advisors LLC41,812$2.00M0.0%+19.4%0.152%
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1/31/2025 JFS Wealth Advisors LLC663$30K0.0%+820.8%0.002%
1/31/2025 J.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%
(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 PGIM Custom Harvest LLC ($68.59M), Bank of America Corp DE ($56.41M), Wells Fargo & Company MN ($47.86M), LPL Financial LLC ($29.28M), UBS Group AG ($27.16M), Goldman Sachs Group Inc. ($23.18M), and JPMorgan Chase & Co. ($20.72M).Learn more on IYE's institutional investors.

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

Of the 250 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), 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 5,776,152 shares in the last 24 months. This purchase volume represents approximately $263.42M in transactions.

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

Of the 195 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. ($2.90M), LPL Financial LLC ($824.03K), CWM LLC ($686.29K), SPC Financial Inc. ($397.42K), Janney Montgomery Scott LLC ($287.22K), Raymond James Financial Services Advisors Inc. ($256.29K), and Foundations Investment Advisors LLC ($238.01K).

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

Institutional investors have sold a total of 9,640,380 shares in the last 24 months. This volume of shares sold represents approximately $424.73M in transactions.


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This page (NYSEARCA:IYE) was last updated on 3/4/2025 by MarketBeat.com Staff
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