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

iShares U.S. Energy ETF logo
$47.17
+0.85 (+1.84%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Energy ETF (NYSEARCA:IYE)

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$115.16M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$59.86M
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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
11/4/2024Cottonwood Capital Advisors LLC22,037$1.02M0.7%-19.5%0.080%
11/4/2024Mitchell 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%
11/1/2024 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%
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%
10/18/2024Ferguson 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%
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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%
8/22/2024Cetera 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%
8/16/2024Sunbelt Securities Inc.32,452$1.56M0.2%-2.9%0.118%
8/16/2024Northwestern Mutual Wealth Management Co.37,068$1.78M0.0%+0.8%0.135%
8/16/2024NewEdge Advisors LLC37,729$1.81M0.0%+16.1%0.137%
8/16/2024 Creative Planning27,735$1.33M0.0%-28.8%0.101%
8/16/2024Goodman Advisory Group LLC26,682$1.28M0.4%N/A0.097%
8/14/2024EverSource Wealth Advisors LLC671$33K0.0%+198.2%0.002%
8/13/2024Thrivent Financial for Lutherans49,176$2.36M0.0%+9.1%0.179%
8/12/2024Blair William & Co. IL8,169$392K0.0%+17.6%0.030%
8/12/2024Waterloo Capital L.P.35,886$1.72M0.2%-4.4%0.130%
8/12/2024Mercer Global Advisors Inc. ADV81,382$3.91M0.0%-10.1%0.296%
8/9/2024Moors & 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%
8/8/2024Envestnet Asset Management Inc.174,967$8.40M0.0%+2.2%0.636%
8/8/2024Wealthspire Advisors LLC7,992$384K0.0%-4.9%0.029%
8/8/2024HHM Wealth Advisors LLC849$41K0.0%N/A0.003%
8/7/2024Choreo LLC4,776$229K0.0%N/A0.017%
8/6/2024Counterweight 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%
8/3/2024KM Capital Management Ltd.26,240$1.26M0.7%+3.9%0.095%
8/3/2024Mayflower Financial Advisors LLC7,594$365K0.0%-8.2%0.028%
8/2/2024Larson Financial Group LLC933$45K0.0%+6,120.0%0.003%
8/2/2024Aveo Capital Partners LLC15,051$722K0.1%+3.4%0.055%
8/2/2024Allegheny Financial Group LTD12,500$600K0.2%+61.0%0.045%
8/1/2024 Crestwood Advisors Group LLC242,226$11.63M0.2%-1.1%0.881%
8/1/2024 Family Asset Management LLC3,478$167K0.1%-9.6%0.013%
8/1/2024Bellwether Advisors LLC112,732$5.41M1.1%+5.0%0.410%
8/1/2024Mitchell Mcleod Pugh & Williams Inc.6,027$289K0.1%+5.5%0.022%
7/31/2024Aptus Capital Advisors LLC4,921$236K0.0%-59.0%0.018%
7/31/2024Picton Mahoney Asset Management8,200$394K0.0%-15.5%0.030%
7/31/2024 Spire Wealth Management5,740$276K0.0%-22.3%0.021%
7/31/2024Commonwealth Equity Services LLC144,693$6.95M0.0%+0.5%0.526%
7/31/2024NBT Bank N A NY1,188$57K0.0%-18.6%0.004%
7/30/2024 International Assets Investment Management LLC2,372$114K0.0%N/A0.009%
7/29/2024 Ameritas Advisory Services LLC7,676$368K0.0%+3.6%0.028%
7/29/2024 Arkadios Wealth Advisors10,933$525K0.0%+52.9%0.040%
7/29/2024 Whittier Trust Co. of Nevada Inc.2,505$120K0.0%-8.4%0.009%
7/27/2024 Rosenberg Matthew Hamilton8,005$384K0.1%+3.1%0.029%
7/26/2024 Detalus Advisors LLC6,683$321K0.1%+17.3%0.024%
7/26/2024 Cambridge Investment Research Advisors Inc.74,684$3.59M0.0%+5.9%0.272%
7/25/2024First Heartland Consultants Inc.25,088$1.20M0.1%+22.1%0.091%
7/25/2024Pineridge Advisors LLC1,798$86K0.0%-11.9%0.007%
7/25/2024AMG National Trust Bank142,787$6.85M0.2%+2.4%0.519%
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7/24/2024 ShoreHaven Wealth Partners LLC14,132$678K0.4%+8.2%0.051%
7/23/2024 Griffin Asset Management Inc.6,774$325K0.0%-8.4%0.025%
7/23/2024Security Financial Services INC.4,267$205K0.0%-8.5%0.016%
7/23/2024 Rockland Trust Co.27,310$1.31M0.1%-2.9%0.099%
7/22/2024 Capital Advisory Group Advisory Services LLC48,476$2.33M1.0%+7.8%0.176%
7/22/2024Fifth Third Bancorp613$29K0.0%+97.7%0.002%
7/22/2024 Legacy Capital Group California Inc.4,962$238K0.1%N/A0.018%
7/19/2024 Ironwood Wealth Management LLC.15,588$748K0.2%+3.0%0.057%
7/19/2024Raymond James & Associates82,105$3.94M0.0%-2.1%0.299%
7/18/2024 Brookstone Capital Management5,932$291K0.0%-8.1%0.022%
(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, 356 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), Royal Bank of Canada ($28.49M), UBS Group AG ($27.16M), and Goldman Sachs Group Inc. ($23.18M).Learn more on IYE's institutional investors.

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

Of the 252 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: International Assets Investment Management LLC ($363.17K), UBS Group AG ($313.92K), Ferguson Wellman Capital Management Inc. ($265.99K), Crestwood Advisors Group LLC ($252.68K), Modera Wealth Management LLC ($209.06K), Bellwether Advisors LLC ($198.66K), and Northwestern Mutual Wealth Management Co. ($184.12K).

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

Institutional investors have bought a total of 5,883,394 shares in the last 24 months. This purchase volume represents approximately $264.84M in transactions.

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

Of the 217 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. ($9.73M), LPL Financial LLC ($824.03K), CWM LLC ($725.76K), SPC Financial Inc. ($437.86K), MML Investors Services LLC ($356.47K), Raymond James Financial Services Advisors Inc. ($342.24K), and Janney Montgomery Scott LLC ($284.68K).

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

Institutional investors have sold a total of 18,338,157 shares in the last 24 months. This volume of shares sold represents approximately $770.64M in transactions.


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This page (NYSEARCA:IYE) was last updated on 11/5/2024 by MarketBeat.com Staff
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