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Disclosery

IYE ISHARES TR

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U.S. ENERGY ETF (fund)

323 managers (325 13F filers) reported a position in IYE shares at 2026-06-30, 14,285,098 shares in all. 36 filers opened a position and 42 filers sold out during the quarter.

Managers
323
13F filers
325
New
36
Added
97
Reduced
99
Sold out
42
Shares held by filers
14,285,098

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,776,177$101M0.01%-27,86713F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,567,303$88.7M1.11%+107,63813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,050,052$59.4M<0.01%-476,93213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN895,697$50.7M0.01%-75,11713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC735,680$41.6M<0.01%+13,01813F-HRTimelineGroup
LPL Financial LLC671,026$38M0.01%+44,94313F-HRTimeline
UBS Group AGgroup of 2 filers holding595,424$33.7M-18,618Timeline
Three Seasons Wealth, LLC337,812$19.1M1.74%+273,11813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA325,427$18.4M<0.01%-62,07613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC311,726$17.6M<0.01%+7,61513F-HRTimelineGroup
Camarda Financial Advisors, LLC239,220$13.5M4.1%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP178,824$10.1M0.01%+19,98813F-HRTimelineGroup
Cetera Investment Advisers172,521$9.76M0.01%+69,74213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC161,359$9.13M<0.01%-13,78413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.138,928$7.87M0.01%+19,73913F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE118,650$7.68M0.01%013F-HRTimelineGroup
HighTower Advisors, LLC133,593$7.56M0.01%+77,02513F-HRTimeline
Mariner, LLCin group Mariner, LLC133,367$7.55M0.01%-6,14413F-HRTimelineGroup
Summit Financial Consulting LLC131,435$7.44M5.05%new13F-HRTimeline
Cambridge Investment Research Advisors,…127,315$7.21M0.02%+63,63013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP123,622$7.07M<0.01%+13,27113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,263$6.98M<0.01%+17,09513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC107,005$6.06M<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC104,254$5.9M0.17%+101,76413F-HRTimeline
AMG National Trust Bank103,852$5.88M0.12%-3,50613F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC100,000$5.66M1.13%-200,00013F-HRTimeline
USA FINANCIAL FORMULAS98,658$5.58M1.02%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC96,022$5.43M0.01%-6,69813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO86,261$4.91M<0.01%-93,14513F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.85,978$4.87M0.03%-109,31913F-HRTimelineGroup
NewEdge Advisors, LLC75,856$4.29M0.01%+3,42813F-HRTimeline
MML INVESTORS SERVICES, LLC73,854$4.18M0.01%-173,16613F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI71,700$4.06M0.03%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding70,402$3.98M-6,086Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP67,450$3.82M<0.01%+35,56913F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…56,691$3.21M0.06%-2,93813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.56,210$3.18M0.05%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.54,785$3.1M<0.01%+20,29713F-HRTimelineGroup
AK GLOBAL ASSET MANAGEMENT, LLC18,832$3.08M2.61%+31013F-HRTimeline
ADVISORTRUST PARTNERS, LLC53,884$3.05M1.04%new13F-HRTimeline
Gerald Baker Financial Group LLC53,521$3.03M0.86%-91713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.53,335$3.02M<0.01%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.53,256$3.01M0.24%+2,11613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,452$2.8M<0.01%-76,40213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL48,862$2.77M0.01%-123,90413F-HRTimeline
Qube Research & Technologies Ltd48,772$2.76M<0.01%+42,82313F-HRTimeline
Artesa Financial Group, LLC48,308$2.73M2.34%+24313F-HRTimeline
Biondo Investment Advisors, LLC47,234$2.67M0.33%+1,10513F-HRTimeline
Counterweight Ventures, LLC45,886$2.6M1.29%-44913F-HRTimeline
FORTE ASSET MANAGEMENT LLC45,786$2.59M1.06%-19,41713F-HRTimeline
Janney Montgomery Scott LLC45,641$2.58M0.01%+3,17713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …45,030$2.55M0.02%-18513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,048$2.52M<0.01%-6,72913F-HRTimeline
Avidian Wealth Enterprises, LLC42,340$2.4M0.07%+75413F-HRTimeline
FLOW TRADERS U.S. LLC41,234$2.33M0.1%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.40,973$2.32M0.09%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,417$2.29M<0.01%-2,36013F-HRTimelineGroup
Merit Financial Group, LLC39,354$2.23M0.01%+23,60513F-HR/ATimeline
Mutual Advisors, LLC38,505$2.18M0.04%+14,64613F-HRTimeline
Steward Partners Investment Advisory, L…38,071$2.15M0.01%-15213F-HRTimeline
Waterloo Capital, L.P.37,731$2.14M0.12%+19713F-HRTimeline
First Citizens Financial Corp35,636$2.02M0.84%-2413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP35,548$2.01M<0.01%-4,13313F-HR/ATimelineGroup
Wealthstar Advisors, LLC35,097$1.99M0.99%-2,83213F-HRTimeline
Quantinno Capital Management LP35,077$1.99M<0.01%-2,20013F-HRTimeline
Creative Planningin group Creative Planning30,207$1.71M<0.01%+46413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP29,900$1.69M<0.01%new13F-HRTimelineGroup
Heartwood Wealth Advisors LLC28,722$1.63M0.13%+2,31913F-HRTimeline
Private Advisor Group, LLC28,690$1.62M0.01%+6,93313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS28,337$1.6M<0.01%-6,64613F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.27,904$1.58M<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.26,665$1.51M<0.01%-73,52413F-HRTimelineGroup
OneDigital Investment Advisors LLC26,371$1.49M0.01%+4,59613F-HRTimeline
Ballew Advisors, Inc25,691$1.46M0.75%-1813F-HRTimeline
Foundation Wealth Management, LLC25,534$1.45M0.85%-1,98213F-HRTimeline
Crestwood Advisors Group, LLC25,281$1.43M0.02%-4,06113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC23,926$1.39M0.03%-18613F-HRTimeline
Csenge Advisory Group24,304$1.38M0.06%+1,16013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,019$1.36M<0.01%-2,16613F-HR/ATimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC23,562$1.33M0.02%013F-HRTimelineGroup
ROCKLAND TRUST CO22,566$1.28M0.05%013F-HRTimeline
Sanctuary Advisors, LLC22,459$1.27M0.01%+22413F-HRTimeline
Asempa Wealth Advisors22,356$1.27M0.96%+45213F-HRTimeline
IHT Wealth Management, LLC21,485$1.22M0.03%-1,35813F-HRTimeline
Ethos Financial Group, LLC20,359$1.15M0.08%-11313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC17,773$1.14M0.14%013F-HRTimeline
Commonwealth Retirement Investments LLC20,141$1.14M0.31%013F-HRTimeline
Wealth Management Partners, LLC20,133$1.14M0.27%-1,51413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC19,929$1.13M0.68%-3713F-HRTimeline
Eddie Patel Inc19,783$1.12M0.67%new13F-HRTimeline
KKM Financial LLC19,268$1.09M0.15%013F-HRTimeline
Prospera Financial Services Inc19,102$1.08M0.02%+1,49513F-HRTimeline
Balboa Wealth Partners18,305$1.04M0.14%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,130$1.03M<0.01%+2,04313F-HRTimelineGroup
Brendel Financial Advisors LLC17,948$1.02M0.47%new13F-HRTimeline
Beacon Pointe Advisors, LLC17,389$984K<0.01%+2313F-HRTimeline
Avior Wealth Management, LLC17,365$983K0.03%new13F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC16,718$946K0.3%-71413F-HRTimeline
NAVELLIER & ASSOCIATES INC16,256$920K0.07%+4,05913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,241$919K<0.01%+80613F-HRTimelineGroup
Arkadios Wealth Advisors15,849$897K0.01%+69413F-HRTimeline
Ironwood Financial, llc14,377$867K0.14%-69513F-HRTimeline
Headlands Technologies LLC15,228$862K0.09%-9,66913F-HRTimeline
Northwest Wealth Advisors, LLC14,350$812K0.47%+2,35413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,133$800K0.04%+413F-HRTimeline
Astoria Portfolio Advisors LLC.14,117$799K0.14%+3,48213F-HRTimeline
Farther Finance Advisors, LLC13,763$779K0.01%+68413F-HRTimeline
Blue Trust, Inc.13,716$776K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,675$774K0.01%+11,38713F-HRTimeline
Grove Bank & Trust13,608$770K0.08%013F-HRTimeline
DAVENPORT & Co LLC13,273$751K<0.01%-313F-HRTimeline
Kesler, Norman & Wride, LLC13,249$750K0.12%+3,54213F-HRTimeline
Buck Wealth Strategies, LLC13,126$743K0.08%new13F-HRTimeline
Tradition Wealth Management, LLC12,704$719K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,205$691K<0.01%-39,78113F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…11,700$662K<0.01%013F-HRTimeline
HRT FINANCIAL LP11,408$645K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC11,278$638K0.03%-1,49213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,231$636K<0.01%+52913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,181$633K0.01%+4,26513F-HRTimelineGroup
Foundations Investment Advisors, LLC11,124$630K0.01%new13F-HRTimeline
Concord Investment Counsel Inc.10,857$614K0.17%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,550$597K<0.01%-60513F-HRTimelineGroup
Empirical Asset Management, LLC10,250$580K0.13%+513F-HRTimeline
Retirement Planning Group, LLC10,113$572K0.01%+6613F-HRTimeline
Virtue Capital Management, LLC10,059$569K0.08%new13F-HRTimeline
Yukon Wealth Management, Inc.9,973$564K0.16%+1,77113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,590$543K0.01%-213F-HRTimeline
CrossGen Wealth, LLC9,322$528K0.41%+13713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,093$515K0.01%-2,95013F-HRTimelineGroup
Meridian Wealth Management, LLC9,038$511K0.02%+15613F-HRTimeline
Narwhal Capital Management8,825$499K0.03%013F-HRTimeline
Simmons Bankin group Simmons Bank8,741$495K0.03%013F-HRTimelineGroup
Cadent Capital Advisors, LLC8,695$492K0.1%-32813F-HRTimeline
Chicago Partners Investment Group LLC7,779$492K0.01%-22113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,449$478K<0.01%-113F-HRTimelineGroup
MCF Advisors LLC8,336$472K0.02%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,285$469K<0.01%013F-HRTimelineGroup
Symphony Financial Services, Inc.8,283$469K0.21%+35413F-HRTimeline
TRUE Private Wealth Advisors8,207$464K0.04%+113F-HRTimeline
Wealthspire Advisors, LLC8,201$464K<0.01%-3,49313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,150$461K<0.01%+17113F-HRTimelineGroup
Curi Capital, LLC8,146$461K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,011$453K<0.01%-32813F-HRTimelineGroup
Magnus Financial Group LLC7,996$452K0.03%013F-HRTimeline
FMR LLCin group FMR LLC7,774$440K<0.01%-34713F-HRTimelineGroup
AlphaCore Capital LLC7,768$440K0.01%-213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,505$425K<0.01%-1,95713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,409$419K<0.01%+1,39213F-HRTimelineGroup
Capital Investment Advisors, LLC7,350$416K0.01%+1013F-HRTimeline
Mayflower Financial Advisors, LLC7,229$409K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC7,191$407K<0.01%-99713F-HRTimeline
AE Wealth Management LLC7,180$406K<0.01%-103,52313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,161$405K<0.01%new13F-HRTimelineGroup
Dakota Wealth Management7,148$405K0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC7,100$402K<0.01%013F-HRTimeline
Chemistry Wealth Management LLC6,976$395K0.06%013F-HRTimeline
Clearwave Capital, LLC6,960$394K0.22%+1913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,950$393K0.12%013F-HRTimeline
Cresset Asset Management, LLC6,902$391K<0.01%+213F-HRTimeline
Pekin Hardy Strauss, Inc.6,861$388K0.03%+44613F-HRTimeline
Lakeshore Capital Group, Inc.6,850$388K0.29%-1513F-HRTimeline
Kilter Group LLC6,657$377K0.14%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,633$375K<0.01%+89713F-HRTimelineGroup
Daybright Advisory Services, Inc.5,543$350K0.08%+1,06913F-HRTimeline
MAI Capital Management6,136$347K<0.01%+5,79713F-HRTimeline
APPLETON PARTNERS INC/MA6,089$345K0.02%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.6,087$344K0.04%-1,60413F-HRTimeline
Adirondack Capital Advisors, LLC6,060$343K0.18%+36013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,988$339K0.01%+3013F-HRTimelineGroup
Advisory Services Network, LLC5,931$336K<0.01%+1,75113F-HRTimeline
Cassaday & Co Wealth Management LLC5,888$333K0.01%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA5,844$333K0.01%013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC5,868$332K0.02%+1413F-HRTimeline
Financial Partners Group, Inc5,800$328K0.03%-4,77613F-HRTimeline
EP Wealth Advisors, LLC5,765$326K<0.01%+58313F-HRTimeline
Sigma Planning Corp5,759$326K0.01%-34113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,715$323K0.04%013F-HRTimeline
PROMETHIUM ADVISORS,LLC5,670$321K0.15%013F-HRTimeline
Arax Advisory Partners5,559$315K<0.01%+5,33913F-HRTimeline
Kraft, Davis & Associates, LLC5,315$312K0.07%013F-HRTimeline
Next Capital Management LLC5,500$311K0.08%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,250$297K<0.01%-52513F-HRTimeline
Asset One Wealth Management LLC4,892$294K0.03%-3,52513F-HRTimeline
Bernardo Wealth Planning LLC5,179$293K0.05%-1,64813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,023$284K<0.01%-213F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise5,000$283K0.02%-5,00013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO5,000$283K<0.01%013F-HRTimeline
Global Financial Private Client, LLC4,968$281K0.08%013F-HRTimeline
Allegheny Financial Group4,934$279K0.03%+1213F-HRTimeline
MONTAG A & ASSOCIATES INC4,925$279K0.01%013F-HRTimeline
Legacy Wealth Partners, LLC4,583$259K0.06%-59513F-HRTimeline
Gladstone Institutional Advisory LLC4,565$258K0.01%+18213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,480$254K<0.01%-35313F-HRTimelineGroup
Regal Investment Advisors LLC4,447$252K0.01%013F-HRTimeline
Belpointe Asset Management LLC4,436$251K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC4,414$250K0.01%-52413F-HRTimeline
Trilogy Capital Inc.4,386$248K0.01%+17713F-HRTimeline
Millennium Capital Advisors, LLC4,333$245K0.13%-2,49713F-HRTimeline
Christensen, King & Associates Investme…4,319$244K0.1%013F-HRTimeline