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Disclosery

IYE ISHARES TR

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U.S. ENERGY ETF (fund)

304 managers (305 13F filers) reported a position in IYE shares at 2024-12-31, 14,399,674 shares in all. 32 filers opened a position and 21 filers sold out during the quarter.

Managers
304
13F filers
305
New
32
Added
93
Reduced
81
Sold out
21
Shares held by filers
14,399,674

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,428$111K<0.01%+4713F-HRTimelineGroup
Farther Finance Advisors, LLC2,424$110K<0.01%+71013F-HRTimeline
Global Retirement Partners, LLC2,195$100K<0.01%+9713F-HRTimeline
Headlands Technologies LLC2,188$99.7K0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,170$98.9K0.05%-15513F-HRTimeline
Glass Jacobson Investment Advisors llc2,115$96.4K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MATRIX PRIVATE CAPITAL GROUP LLC1,890$86.1K0.05%013F-HRTimeline
Pineridge Advisors LLC1,696$77.3K0.03%-213F-HRTimeline
IFP Advisors, Inc1,640$74.7K<0.01%-1,09513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,639$74.7K0.01%013F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC1,550$70.6K0.03%013F-HRTimeline
SOA Wealth Advisors, LLC.1,456$66.4K0.01%+1013F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.1,416$64.5K<0.01%-64,22813F-HRTimelineGroup
Vermillion & White Wealth Management Gr…1,322$60.2K0.04%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,301$59.3K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,270$57.9K<0.01%-29,17513F-HRTimelineGroup
Allworth Financial LP1,119$54.4K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,188$54.1K<0.01%+28813F-HRTimeline
Atlantic Edge Private Wealth Management…1,140$52K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,127$51.4K<0.01%-3613F-HRTimelineGroup
SIGNATUREFD, LLC1,100$50.1K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,055$48.1K0.02%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,050$47.8K0.01%013F-HRTimeline
Paladin Advisory Group, LLC1,025$46.7K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,000$45.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC958$43.7K<0.01%013F-HRTimeline
Larson Financial Group LLC941$42.9K<0.01%+413F-HRTimeline
HHM Wealth Advisors, LLC849$38.7K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.848$38.6K<0.01%+12713F-HRTimeline
Sound Income Strategies, LLC842$38.4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC835$38K<0.01%+613F-HRTimeline
MAI Capital Management828$37.7K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.824$37.5K<0.01%013F-HRTimeline
GKV Capital Management Co., Inc.764$34.8K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.748$34.8K0.02%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.740$33.7K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.708$33.2K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC663$30.2K<0.01%+59113F-HRTimeline
Key Financial Inc600$27.3K0.01%new13F-HRTimeline
WealthShield Partners, LLC577$26.3K<0.01%-1,00013F-HRTimeline
Geneos Wealth Management Inc.575$26.2K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC553$25.2K0.04%13F-HRTimeline
Beacon Capital Management, LLC537$24.4K<0.01%+413F-HRTimeline
Founders Financial Alliance, LLC500$22.8K0.01%013F-HRTimeline
LGT Financial Advisors LLC499$22.7K0.05%+25113F-HRTimeline
AlphaMark Advisors, LLC475$22K0.01%-5013F-HRTimeline
LRI Investments, LLC480$21.9K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC457$20.8K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB456$20.8K<0.01%013F-HRTimeline
Front Row Advisors LLC450$20.5K0.01%013F-HRTimeline
WHITTIER TRUST CO434$19.8K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc407$18.6K<0.01%-4013F-HRTimeline
Sound Financial Strategies Group, LLC404$18.4K0.02%new13F-HRTimeline
Independence Bank of Kentucky353$16.1K<0.01%013F-HRTimeline
TSFG, LLC357$16K<0.01%013F-HRTimeline
Sandy Spring Bank340$15.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…327$14.9K<0.01%+8513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC322$14.7K<0.01%+2713F-HRTimelineGroup
Ruedi Wealth Management, Inc.306$13.9K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC305$13.9K<0.01%-2,50013F-HRTimeline
North Star Investment Management Corp.300$13.7K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.294$13.4K<0.01%new13F-HRTimeline
New Republic Capital, LLC294$13.4K0.01%013F-HRTimeline
Davis Capital Management230$10.5K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS200$9.11K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.197$8.98K<0.01%13F-HRTimeline
Aberdeen Wealth Management LLC175$7.97K0.01%013F-HRTimeline
Anchor Investment Management, LLC157$7.15K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC150$6.84K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…145$6.61K<0.01%-7113F-HRTimelineGroup
OAKWORTH CAPITAL, INC.142$6.47K<0.01%013F-HRTimeline
PSI Advisors, LLC139$6.33K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC129$6.19K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC135$6.15K<0.01%-4513F-HRTimeline
PRIVATE TRUST CO NA127$5.79K<0.01%new13F-HRTimeline
Versant Capital Management, Inc123$5.61K<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$5.24K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners108$4.92K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC101$4.6K<0.01%new13F-HRTimeline
WR Wealth Planners, LLC101$4.6K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc100$4.56K<0.01%013F-HRTimeline
Bray Capital Advisors100$4.56K<0.01%013F-HRTimeline
Bellwether Advisors, LLC98$4.47K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …97$4.42K<0.01%-3313F-HRTimelineGroup
Westside Investment Management, Inc.95$4.33K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC90$4.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC100$4K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.87$3.97K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC85$3.87K<0.01%-15413F-HRTimeline
Coppell Advisory Solutions LLC83$3.73K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.74$3.37K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC72$3.28K<0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC60$2.73K<0.01%new13F-HRTimeline
GeoWealth Management, LLC47$2.14K<0.01%+2813F-HRTimeline
Transce3nd, LLC40$1.82K<0.01%13F-HRTimeline
NorthRock Partners, LLC33$1.5K<0.01%013F-HR/ATimeline
TD Waterhouse Canada Inc.20$911<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20$911<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16$729<0.01%-19213F-HRTimelineGroup
Retirement Wealth Solutions LLC15$683<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC13$592<0.01%13F-HRTimeline
Bogart Wealth, LLC12$547<0.01%013F-HRTimeline
Founders Capital Management9$429<0.01%013F-HRTimeline
ORG Partners LLC0$26<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.