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Disclosery

IYE ISHARES TR

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U.S. ENERGY ETF (fund)

327 managers (329 13F filers) reported a position in IYE shares at 2026-06-30, 14,207,392 shares in all. 36 filers opened a position and 42 filers sold out during the quarter.

Managers
327
13F filers
329
New
36
Added
97
Reduced
100
Sold out
42
Shares held by filers
14,207,392

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
Rosenberg Matthew Hamilton4,243$240K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC4,227$239K<0.01%+513F-HRTimeline
FAS Wealth Partners, Inc.4,224$239K0.01%+2013F-HRTimeline
Councilor Wealth, LLC4,219$239K0.1%+1713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,188$237K0.01%+17013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,148$235K0.02%013F-HRTimeline
Lantz Financial LLC4,140$234K0.04%-5313F-HRTimeline
Greenwich Wealth Management LLC4,110$233K0.01%013F-HRTimeline
Valmark Advisers, Inc.4,112$233K<0.01%-37313F-HRTimeline
EQ LLC4,095$232K0.06%-36713F-HRTimeline
Hubbell Strickland Wealth Management, L…3,977$225K0.08%+1313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,952$224K<0.01%+24113F-HRTimelineGroup
Composition Wealth, LLC3,932$223K<0.01%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,924$222K-5,291Timeline
Summit Financial Wealth Advisors, LLC3,862$219K0.03%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,862$219K0.01%+9313F-HRTimeline
Montecito Bank & Trust3,826$217K0.03%+10013F-HRTimeline
FOCUSED ALPHA, LLC3,826$217K0.06%new13F-HRTimeline
&PARTNERS3,808$216K<0.01%+2013F-HRTimeline
Summit Financial, LLC3,755$213K<0.01%+1413F-HRTimeline
Prime Capital Investment Advisors, LLC3,711$210K<0.01%-17713F-HRTimeline
Milestone Asset Management Group, LLC3,708$210K0.11%+313F-HRTimeline
ASPIRIANT, LLC3,654$207K0.01%013F-HRTimeline
Clear Creek Financial Management, LLC3,623$205K0.01%+313F-HRTimeline
Financial Life Planners3,074$174K0.11%-63613F-HRTimeline
BLAIR WILLIAM & CO/IL3,057$173K<0.01%-49713F-HRTimeline
Investors Research Corp3,050$173K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,905$164K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.2,482$140K0.11%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,384$135K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC2,318$131K<0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,234$126K0.06%+513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,182$123K0.01%-21313F-HRTimeline
Quantum Portfolio Management LLC2,080$118K0.04%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,910$108K<0.01%-800,78613F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,903$108K0.03%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,890$107K0.05%013F-HRTimeline
Index Technologies Group LLC1,694$95.9K0.08%new13F-HRTimeline
Parallel Advisors, LLC1,648$93.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,575$89.1K<0.01%013F-HRTimeline
WealthShield Partners, LLC1,553$87.9K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,514$85.7K0.01%+813F-HRTimeline
Golden State Wealth Management, LLC1,511$85.5K0.01%-48713F-HRTimeline
Capital Investment Advisory Services, L…1,471$83.2K0.01%013F-HRTimeline
Highland Investment Advisors LLC1,433$81.1K0.04%13F-HRTimeline
IFP Advisors, Inc1,383$78.3K<0.01%+1713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,247$70.6K<0.01%-20513F-HRTimelineGroup
Allworth Financial LP1,229$69.5K<0.01%-10913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,208$68.4K<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,140$64.5K0.01%013F-HRTimeline
Triumph Capital Management1,125$63.7K0.01%-413F-HRTimeline
SIGNATUREFD, LLC1,100$62.2K<0.01%013F-HRTimeline
Larson Financial Group LLC1,087$61.5K<0.01%+313F-HRTimeline
Paladin Advisory Group, LLC1,025$58K0.04%013F-HRTimeline
Capital Advisor Network LLC997$56.4K0.07%new13F-HRTimeline
Bravera Wealth932$52.7K0.02%-3713F-HRTimeline
Clearstead Advisors, LLC866$49K<0.01%+513F-HRTimeline
HHM Wealth Advisors, LLC849$48K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.692$39.1K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC640$36.2K<0.01%-74913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.535$30.3K0.01%013F-HRTimeline
IFG Advisory, LLC527$29.8K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources515$29.1K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.505$28.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust500$28.3K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC500$28.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$28.3K<0.01%-50013F-HRTimeline
TD Waterhouse Canada Inc.501$28.2K<0.01%013F-HRTimeline
LRI Investments, LLC480$27.2K<0.01%013F-HRTimeline
RMG Wealth Management LLC418$27.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC476$26.9K<0.01%-80013F-HRTimeline
Smartleaf Asset Management LLC468$26.7K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC457$25.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.432$24.4K0.01%013F-HRTimeline
Register Financial Advisors LLC425$24.1K0.01%013F-HRTimeline
Quantbot Technologies LP423$23.9K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.372$21.1K<0.01%-46713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC364$20.6K<0.01%+10013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.310$17.5K<0.01%013F-HRTimeline
North Star Investment Management Corp.300$17K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.296$16.8K<0.01%+113F-HRTimeline
New Republic Capital, LLC294$16.6K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp260$14.7K<0.01%-40013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.240$14K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CX Institutional237$13K<0.01%+113F-HRTimeline
TSFG, LLC225$13K<0.01%013F-HRTimeline
Independence Bank of Kentucky228$12.9K<0.01%-6513F-HRTimeline
Vision Retirement, LLC219$12.4K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/210$11.9K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC209$11.8K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.205$11.6K<0.01%+113F-HRTimeline
WHITTIER TRUST CO200$11.3K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC200$11.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC200$11.3K<0.01%+11013F-HRTimeline
Godfrey Financial Associates, Inc.196$11.1K0.01%013F-HRTimeline
Regatta Research & Money Management185$10.5K0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC150$8.49K<0.01%013F-HRTimeline
Founders Capital Management144$8.13K<0.01%+113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.139$7.87K<0.01%-2413F-HRTimelineGroup
Anchor Investment Management, LLC132$7.47K<0.01%013F-HRTimeline
Versant Capital Management, Inc128$7.25K<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$6.51K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC106$6K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC104$5.86K<0.01%-1513F-HRTimeline
Montgomery Financial Services LLC103$5.81K0.01%13F-HRTimeline
Capital Investment Counsel, Inc100$5.66K<0.01%new13F-HRTimeline
Aberdeen Wealth Management LLC100$5.66K<0.01%-7513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …97$5.49K<0.01%13F-HRTimelineGroup
Mountain Hill Investment Partners Corp.91$5.13K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…84$4.75K<0.01%-1913F-HRTimelineGroup
Signature Equity Partners, LLC80$4.53K<0.01%-27713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.74$4.19K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC72$4.07K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC69$3.9K<0.01%013F-HRTimeline
First Bancorp, Inc /ME/66$3.73K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…60$3.4K<0.01%-3613F-HRTimelineGroup
Core Capital Management & Research, inc.39$2.63K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA20$1.13K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20$1.13K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC17$963<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners17$962<0.01%new13F-HRTimelineGroup
Retirement Wealth Solutions LLC15$823<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC13$736<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5$283<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$283<0.01%new13F-HRTimelineGroup
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…4$244<0.01%new13F-HRTimelineGroup
Kroeger Financial Partners1$57<0.01%13F-HRTimeline