ISHARES U.S. ENERGY ETF IYE
$56.75
+0.8% 52w: $43.71 – $65.86
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data43.7154.7965.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
331
+56 QoQ
13F value
$1.02B
+74.3% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$764K calls / — puts
Institutional value by quarter
Number of holders
Who owns IYE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.8M | $116.8M | 0.0% | -0.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $98.9M | 0.0% | +56.6% |
| PGIM Custom Harvest LLC | Wealth advisor | 1.5M | $94.5M | 1.5% | +0.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 970.8K | $62.9M | 0.0% | +3.9% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 802.7K | $52.0M | 0.0% | +3217.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 722.7K | $46.8M | 0.0% | Held |
| LPL Financial LLC | Bank broker | 626.1K | $40.6M | 0.0% | +32.1% |
| UBS Group AG | Bank broker | 612.9K | $39.7M | 0.0% | +1.6% |
| ROYAL BANK OF CANADA | Bank broker | 387.5K | $25.1M | 0.0% | +8.5% |
| Quadrature Capital Ltd | Diversified mechanical | 311.0K | $20.1M | 0.2% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 304.1K | $19.7M | 0.0% | -14.6% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC ★2 | Fundamental diversified | 300.0K | $19.4M | 3.8% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 247.0K | $16.0M | 0.0% | +1.0% |
| Banco Santander, S.A. | Other | 195.3K | $12.6M | 0.1% | +15.2% |
| JPMORGAN CHASE & CO | Bank broker | 179.4K | $11.8M | 0.0% | +136.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 175.1K | $11.3M | 0.0% | +15.1% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 172.8K | $11.2M | 0.1% | +911.6% |
| MARSHALL WACE, LLP | Quant stat arb | 158.8K | $10.3M | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 139.5K | $9.0M | 0.0% | -0.7% |
| RPS ADVISORY SOLUTIONS LLC | Wealth advisor | 133.9K | $8.7M | 4.9% | New |
| WealthCare Asset Management, LLC | Wealth advisor | 129.8K | $8.4M | 8.9% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 125.9K | $8.2M | 0.0% | +160.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 119.2K | $7.7M | 0.0% | +3.3% |
| Allianz Asset Management GmbH | Diversified mechanical | 118.7K | $7.7M | 0.0% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 110.4K | $7.3M | 0.0% | +14.4% |
| AE Wealth Management LLC | Wealth advisor | 110.7K | $7.2M | 0.0% | +1447.2% |
| AMG National Trust Bank | Wealth advisor | 107.4K | $7.0M | 0.2% | +1.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 106.2K | $6.9M | 0.0% | +133.6% |
| Cetera Investment Advisers | Wealth advisor | 102.8K | $6.7M | 0.0% | -0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 102.7K | $6.7M | 0.0% | -18.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 100.2K | $6.5M | 0.0% | +257.3% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 73.7K | $4.8M | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 72.4K | $4.7M | 0.0% | +82.0% |
| Zurich Insurance Group Ltd/FI | Other | 71.7K | $4.6M | 0.0% | -9.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 68.2K | $4.4M | 0.0% | -9.7% |
| FORTE ASSET MANAGEMENT LLC | Wealth advisor | 65.2K | $4.2M | 1.9% | -1.1% |
| Three Seasons Wealth, LLC | Wealth advisor | 64.7K | $4.2M | 1.6% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 63.7K | $4.1M | 0.0% | +92.2% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Other | 59.6K | $3.9M | 0.1% | -19.7% |
| HighTower Advisors, LLC | Diversified mechanical | 56.6K | $3.7M | 0.0% | +22.5% |
| Gerald Baker Financial Group LLC | Other | 54.4K | $3.5M | 1.1% | — |
| VestGen Advisors, LLC | Wealth advisor | 56.6K | $3.5M | 0.1% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 52.0K | $3.4M | 0.0% | +821.2% |
| Hilltop Holdings Inc. | Other | 51.1K | $3.3M | 0.3% | -42.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 49.8K | $3.1M | 0.0% | +107.7% |
| Artesa Financial Group, LLC | Wealth advisor | 48.1K | $3.1M | 3.0% | +4.4% |
| Counterweight Ventures, LLC | Other | 46.3K | $3.0M | 1.7% | +257.3% |
| Biondo Investment Advisors, LLC ★2 | Fundamental diversified | 46.1K | $3.0M | 0.4% | +3.6% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 45.2K | $2.9M | 0.0% | +1.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 42.8K | $2.8M | 0.0% | +12.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.