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Disclosery

IYE ISHARES TR

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U.S. ENERGY ETF (fund)

298 managers (299 13F filers) reported a position in IYE shares at 2025-03-31, 13,842,477 shares in all. 36 filers opened a position and 39 filers sold out during the quarter.

Managers
298
13F filers
299
New
36
Added
82
Reduced
97
Sold out
39
Shares held by filers
13,842,477

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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%013F-HRTimelineGroup
Larson Financial Group LLC2,244$111K0.01%+1,30313F-HRTimeline
Geneos Wealth Management Inc.2,150$106K<0.01%+1,57513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,982$97.7K<0.01%+79413F-HRTimeline
Glass Jacobson Investment Advisors llc2,115$96.4K0.03%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,890$93.2K0.06%013F-HRTimeline
Pineridge Advisors LLC1,708$84.2K0.03%+1213F-HRTimeline
IFP Advisors, Inc1,654$81.6K<0.01%+1413F-HRTimeline
WealthShield Partners, LLC1,567$77.3K0.01%+99013F-HRTimeline
SOA Wealth Advisors, LLC.1,466$72.3K0.02%+1013F-HRTimeline
Vermillion & White Wealth Management Gr…1,225$60.4K0.04%-9713F-HRTimeline
N.E.W. Advisory Services LLC1,163$57.3K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…1,140$56.2K0.02%013F-HRTimeline
SIGNATUREFD, LLC1,100$54.2K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,050$51.8K0.01%013F-HRTimeline
Paladin Advisory Group, LLC1,025$50.5K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,002$49.4K<0.01%-12513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,000$49.3K<0.01%013F-HRTimeline
Allworth Financial LP1,119$48.9K<0.01%013F-HRTimeline
Parallel Advisors, LLC958$47.2K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC849$41.9K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.848$41.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC842$41.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC840$41.4K<0.01%+513F-HRTimeline
MAI Capital Management829$40.9K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC945$40.6K0.01%+81613F-HRTimeline
Financial Management Professionals, Inc.824$40.6K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.764$37.7K0.02%013F-HR/ATimeline
AMERIFLEX GROUP, INC.748$36.9K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.740$36.5K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC705$34.8K0.01%-35013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA650$32K<0.01%new13F-HRTimelineGroup
Key Financial Inc600$29.6K0.01%013F-HRTimeline
Capital A Wealth Management, LLC573$28.2K0.03%+2013F-HRTimeline
CX Institutional547$27K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC540$26.6K<0.01%+313F-HRTimeline
Iron Horse Wealth Management, LLC533$26.3K0.01%new13F-HRTimeline
Wayfinding Financial, LLC532$26K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC510$25.2K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust500$24.6K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC500$24.6K0.01%013F-HRTimeline
LRI Investments, LLC480$23.7K<0.01%013F-HRTimeline
Rise Advisors, LLC467$23K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC457$22.5K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB456$22.5K<0.01%013F-HRTimeline
Front Row Advisors LLC450$22.2K0.01%013F-HRTimeline
Arax Advisory Partners442$21.8K<0.01%new13F-HRTimeline
WHITTIER TRUST CO434$21.4K<0.01%013F-HRTimeline
Register Financial Advisors LLC425$21K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.507$20.5K<0.01%-20113F-HRTimelineGroup
TSFG, LLC357$18K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC360$17.7K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc359$17.7K<0.01%-4813F-HRTimeline
Independence Bank of Kentucky353$17.4K<0.01%013F-HRTimeline
Sandy Spring Bank340$16.8K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.306$15.1K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC305$15K<0.01%013F-HRTimeline
North Star Investment Management Corp.300$14.8K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.294$14.5K<0.01%013F-HRTimeline
New Republic Capital, LLC294$14.5K0.01%013F-HRTimeline
AlphaCore Capital LLC259$12.8K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC217$10.7K<0.01%-10513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/210$10.3K<0.01%new13F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS200$9.86K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.198$9.79K<0.01%+113F-HRTimeline
Aberdeen Wealth Management LLC175$8.63K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.163$8.04K<0.01%-1,47613F-HRTimelineGroup
Anchor Investment Management, LLC157$7.74K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC150$7.39K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…150$7.39K<0.01%-17713F-HRTimelineGroup
OAKWORTH CAPITAL, INC.142$7K<0.01%013F-HRTimeline
PSI Advisors, LLC139$6.85K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC135$6.66K<0.01%013F-HRTimeline
Versant Capital Management, Inc124$6.11K<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$5.67K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…108$5.35K<0.01%-3713F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners108$5.32K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC101$4.98K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc100$4.93K<0.01%013F-HRTimeline
Bellwether Advisors, LLC98$4.83K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …97$4.78K<0.01%13F-HRTimelineGroup
Westside Investment Management, Inc.95$4.68K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC90$4.44K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.88$4.33K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.74$3.65K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC72$3.55K<0.01%013F-HRTimeline
LGT Financial Advisors LLC67$3.3K0.01%-43213F-HRTimeline
Transce3nd, LLC40$1.97K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25$1.23K<0.01%-1,24513F-HRTimelineGroup
TD Waterhouse Canada Inc.20$991<0.01%013F-HRTimeline
PRIVATE TRUST CO NA20$986<0.01%-10713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20$986<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC15$721<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC13$644<0.01%013F-HRTimeline
Bogart Wealth, LLC12$592<0.01%013F-HRTimeline
Founders Capital Management9$467<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5$246<0.01%-1113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-7,21713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.