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

iShares U.S. Energy ETF logo
$43.67 +0.69 (+1.61%)
As of 04/24/2025 04:10 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)
148
Total
Institutional Inflows
(last 12 months)
$134.24M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$56.54M
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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
4/24/2025Sunbelt Securities Inc.40,242$1.98M0.2%+2.5%0.152%
4/23/2025 Cottonwood Capital Advisors LLC20,947$1.03M0.8%-1.3%0.079%
4/23/2025 Golden State Wealth Management LLC5,323$263K0.0%+103.6%0.020%
4/23/2025 Continuum Advisory LLC3,169$156K0.0%-14.4%0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.40,267$1.99M0.0%-3.0%0.152%
4/22/2025 Foundation Wealth Management LLC24,654$1.22M1.0%+1.0%0.093%
4/21/2025 Heartwood Wealth Advisors LLC15,430$761K0.1%-42.3%0.058%
4/18/2025 Market Street Wealth Management Advisors LLC4,487$221K0.0%-27.9%0.017%
4/17/2025 Montecito Bank & Trust4,989$246K0.0%-21.0%0.019%
4/17/2025 Janney Montgomery Scott LLC47,800$2.36M0.0%-17.0%0.179%
4/16/2025 Wealth Enhancement Advisory Services LLC22,664$1.12M0.0%+12.6%0.085%
4/16/2025 Rockland Trust Co.24,417$1.20M0.1%-2.4%0.091%
4/16/2025 Ballew Advisors Inc27,102$1.34M0.9%+20.6%0.101%
4/16/2025 May Barnhard Investments LLC4,120$203K0.1%N/A0.015%
4/16/2025 Ferguson Wellman Capital Management Inc.6,239$308K0.0%-97.5%0.023%
4/15/2025 Ironwood Financial llc8,438$416K0.1%+4.6%0.032%
4/15/2025 CX Institutional547$27K0.0%N/A0.002%
4/14/2025 Dentgroup LLC34,874$1.72M1.3%-0.9%0.130%
4/14/2025 Lpwm LLC4,177$206K0.1%N/A0.016%
4/11/2025 Magnus Financial Group LLC8,355$412K0.0%-9.9%0.031%
4/10/2025 Retirement Planning Group LLC8,712$430K0.0%+23.6%0.033%
4/10/2025 Cypress Wealth Services LLC5,787$285K0.1%-38.7%0.022%
4/10/2025 Wealth Management Partners LLC24,981$1.23M0.6%+48.6%0.093%
4/10/2025 Lakeshore Capital Group Inc.5,853$289K0.3%N/A0.022%
4/8/2025 Lantz Financial LLC4,194$207K0.1%N/A0.016%
4/3/2025 First Citizens Financial Corp46,049$2.27M1.3%-3.0%0.172%
3/17/2025 Wealth Enhancement Advisory Services LLC20,133$917K0.0%+27.1%0.075%
3/6/2025Kilter Group LLC6,658$303K0.2%N/A0.025%
2/26/2025Capital A Wealth Management LLC553$25K0.0%N/A0.002%
2/26/2025Virtue Capital Management LLC5,788$264K0.1%N/A0.021%
2/25/2025B. Riley Wealth Advisors Inc.6,702$305K0.0%-40.7%0.025%
2/24/2025Ameriflex Group Inc.748$35K0.0%N/A0.003%
2/18/2025Sunbelt 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%
2/18/2025First Heartland Consultants Inc.8,355$381K0.0%N/A0.030%
2/18/2025 Continuum Advisory LLC3,700$169K0.0%N/A0.013%
2/17/2025Royal Bank of Canada350,229$15.96M0.0%-25.7%1.274%
2/17/2025Quantinno Capital Management LP11,583$528K0.0%+38.1%0.042%
2/17/2025FWL Investment Management LLC1,055$48K0.0%N/A0.004%
2/17/2025EP Wealth Advisors LLC3,859$176K0.0%+14.7%0.014%
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2/17/2025CoreCap Advisors LLC5,020$229K0.0%-11.3%0.018%
2/17/2025Cresset Asset Management LLC17,595$802K0.0%-55.3%0.064%
2/17/2025Cetera Investment Advisers171,355$7.81M0.0%+2.5%0.623%
2/17/2025Captrust Financial Advisors35,867$1.63M0.0%+3.1%0.130%
2/17/2025Baird Financial Group Inc.29,316$1.34M0.0%-2.4%0.107%
2/17/2025Bank of America Corp DE1,237,799$56.41M0.0%-10.4%4.501%
2/17/2025BNP Paribas Financial Markets19,571$892K0.0%-20.2%0.071%
2/17/2025Ameriprise Financial Inc.293,672$13.38M0.0%+47.6%1.068%
2/14/2025Mercer Global Advisors Inc. ADV75,076$3.42M0.0%+0.6%0.273%
2/14/2025Jane Street Group LLC25,494$1.16M0.0%N/A0.093%
2/14/2025Comerica Bank7,443$339K0.0%+14.9%0.027%
2/14/2025Northern Trust Corp6,569$299K0.0%-29.5%0.024%
2/14/2025Optiver Holding B.V.3,480$159K0.0%N/A0.013%
2/14/2025Beacon Pointe Advisors LLC4,921$224K0.0%N/A0.018%
2/14/2025Integrated Wealth Concepts LLC54,134$2.47M0.0%+81.5%0.197%
2/14/2025IHT Wealth Management LLC32,231$1.47M0.0%+4.9%0.117%
2/14/2025Stifel Financial Corp44,827$2.04M0.0%+9.8%0.163%
2/14/2025OneDigital Investment Advisors LLC33,942$1.55M0.0%-30.5%0.123%
2/14/2025Tower Research Capital LLC TRC 1,270$58K0.0%-95.8%0.005%
2/14/2025MML Investors Services LLC240,013$10.94M0.0%+348.2%0.873%
2/13/2025GKV Capital Management Co. Inc.764$35K0.0%N/A0.003%
2/13/2025NewEdge Advisors LLC50,281$2.29M0.0%+29.0%0.183%
2/13/2025United Capital Financial Advisors LLC5,594$255K0.0%-22.3%0.020%
2/13/2025AGP Franklin LLC6,064$276K0.2%N/A0.022%
2/13/2025CreativeOne Wealth LLC4,605$210K0.0%N/A0.017%
2/13/2025Mariner LLC157,945$7.20M0.0%-1.3%0.574%
2/13/2025Synovus Financial Corp43,745$1.99M0.0%+1.9%0.159%
2/13/2025 Sagespring Wealth Partners LLC43,055$1.96M0.0%N/A0.157%
2/13/2025Rockefeller Capital Management L.P.26,788$1.22M0.0%+7.0%0.097%
2/13/2025Summit Financial Wealth Advisors LLC31,476$1.47M0.3%-2.4%0.114%
2/13/2025Advisory Services Network LLC5,911$269K0.0%-31.3%0.021%
2/13/2025Renaissance Technologies LLC16,400$747K0.0%N/A0.060%
2/13/2025Bank of Montreal Can4,102$187K0.0%-6.6%0.015%
2/13/2025Sumitomo Mitsui Financial Group Inc.86,112$3.92M0.1%-7.8%0.313%
2/13/2025Cerity Partners LLC11,198$510K0.0%+2.5%0.041%
2/13/2025Peapack Gladstone Financial Corp7,215$329K0.0%-8.3%0.026%
2/13/2025Envestnet Asset Management Inc.53,409$2.43M0.0%-68.4%0.194%
2/13/2025Wells Fargo & Company MN1,050,136$47.86M0.0%+3.1%3.819%
2/12/2025Huntington National Bank38,749$1.77M0.0%-0.6%0.141%
2/12/2025Headlands Technologies LLC2,188$100K0.0%N/A0.008%
2/12/2025O Shaughnessy Asset Management LLC1,188$54K0.0%+32.0%0.004%
2/12/2025Biondo Investment Advisors LLC37,570$1.71M0.2%+2.0%0.137%
2/12/2025JPMorgan Chase & Co.454,722$20.72M0.0%+66.3%1.654%
2/11/2025LPL Financial LLC642,481$29.28M0.0%+53.3%2.336%
2/11/2025Whittier Trust Co. of Nevada Inc.24,739$1.13M0.0%-1.7%0.090%
2/10/2025Thrivent Financial for Lutherans49,745$2.27M0.0%+2.3%0.181%
2/10/2025Glenview Trust co42,123$1.92M0.0%+179.6%0.153%
2/10/2025Corient Private Wealth LLC49,341$2.25M0.0%-14.9%0.179%
2/10/2025Commonwealth Equity Services LLC147,492$6.72M0.0%+3.9%0.536%
2/10/2025Avantax Advisory Services Inc.7,727$352K0.0%-16.1%0.028%
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2/10/2025 Farther Finance Advisors LLC2,424$110K0.0%+41.4%0.009%
2/7/2025HighTower Advisors LLC55,138$2.51M0.0%+22.4%0.201%
2/7/2025Moors & Cabot Inc.4,550$207K0.0%-17.7%0.017%
2/7/2025Independent Advisor Alliance6,560$299K0.0%N/A0.024%
2/7/2025Ellerson Group Inc. ADV8,500$387K0.3%+54.5%0.031%
2/7/2025AMG 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%
2/6/2025Raymond James Financial Inc.223,922$10.20M0.0%N/A0.814%
2/6/2025Atria Investments Inc11,785$537K0.0%+10.6%0.043%
2/6/2025Mainstream Capital Management LLC3,134$143K0.1%N/A0.011%
(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, 335 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 248 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. ($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 5,721,448 shares in the last 24 months. This purchase volume represents approximately $261.24M in transactions.

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

Of the 193 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 ($297.03K), Ferguson Wellman Capital Management Inc. ($287.08K), 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 9,438,528 shares in the last 24 months. This volume of shares sold represents approximately $417.40M in transactions.


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This page (NYSEARCA:IYE) was last updated on 4/25/2025 by MarketBeat.com Staff
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