Skip to content
Disclosery

IYE ISHARES TR

Follow

U.S. ENERGY ETF (fund)

274 managers (275 13F filers) reported a position in IYE shares at 2025-06-30, 13,981,933 shares in all. 21 filers opened a position and 45 filers sold out during the quarter.

Managers
274
13F filers
275
New
21
Added
71
Reduced
103
Sold out
45
Shares held by filers
13,981,933

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Federation des caisses Desjardins du Qu…1,000$45.2K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,000$45.1K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.963$43.6K<0.01%-3913F-HRTimelineGroup
Parallel Advisors, LLC958$43.3K<0.01%013F-HRTimeline
Larson Financial Group LLC948$42.9K<0.01%-1,29613F-HRTimeline
Sound Income Strategies, LLC919$41.6K<0.01%+7713F-HRTimeline
Wilmington Savings Fund Society, FSB876$39.6K<0.01%+42013F-HRTimeline
HHM Wealth Advisors, LLC849$38.4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC845$38.2K<0.01%+513F-HRTimeline
Financial Management Professionals, Inc.824$37.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.753$34.4K0.02%+513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.740$33.5K0.02%013F-HRTimeline
Beacon Capital Management, LLC543$24.6K<0.01%+313F-HRTimeline
RMG Wealth Management LLC500$22.9K<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.507$22.9K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust500$22.6K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC500$22.6K0.01%013F-HRTimeline
LRI Investments, LLC480$21.7K<0.01%013F-HRTimeline
Rise Advisors, LLC470$21.3K0.01%+313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC457$20.7K<0.01%013F-HRTimeline
Front Row Advisors LLC450$20.3K0.01%013F-HRTimeline
WHITTIER TRUST CO434$19.6K<0.01%013F-HRTimeline
Register Financial Advisors LLC425$19.2K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.431$19K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc360$16.3K<0.01%+113F-HRTimeline
Centricity Wealth Management, LLC360$16.3K0.01%013F-HRTimeline
TSFG, LLC357$16K<0.01%013F-HRTimeline
Independence Bank of Kentucky353$16K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp340$15.4K<0.01%new13F-HRTimelineGroup
MAI Capital Management338$15.3K<0.01%-49113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC333$15.1K<0.01%-1,64913F-HRTimeline
Arax Advisory Partners332$15K<0.01%-11013F-HRTimeline
Strategic Wealth Partners, Ltd.310$14K<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC305$13.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.300$13.6K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.294$13.3K<0.01%013F-HRTimeline
New Republic Capital, LLC294$13.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC279$12.6K<0.01%+6213F-HRTimelineGroup
Capital Investment Advisory Services, L…270$12.2K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/210$9.49K<0.01%013F-HR/ATimelineGroup
GAMMA Investing LLC209$9.45K<0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS200$9.04K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.200$9.03K<0.01%+213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC181$8.19K<0.01%new13F-HRTimeline
Aberdeen Wealth Management LLC175$7.91K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.163$7.37K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group163$7.37K<0.01%new13F-HR/ATimeline
Anchor Investment Management, LLC157$7.1K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC150$6.78K<0.01%013F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP150$6.78K<0.01%new13F-HRTimelineGroup
Founders Capital Management140$6.33K<0.01%+13113F-HRTimeline
Cornerstone Planning Group LLC131$5.97K<0.01%-81413F-HRTimeline
Versant Capital Management, Inc125$5.64K<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$5.2K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC101$4.57K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc100$4.52K<0.01%013F-HRTimeline
Bellwether Advisors, LLC98$4.43K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …97$4.39K<0.01%13F-HRTimelineGroup
Glen Eagle Advisors, LLC90$4.07K<0.01%013F-HRTimeline
Westside Investment Management, Inc.89$4.03K<0.01%-613F-HRTimeline
Mountain Hill Investment Partners Corp.88$4K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…79$3.59K<0.01%-2913F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.74$3.35K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC72$3.26K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…56$2.53K<0.01%-9413F-HRTimelineGroup
Transce3nd, LLC40$1.81K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC22$9710.01%-55113F-HRTimeline
TD Waterhouse Canada Inc.20$909<0.01%013F-HRTimeline
PRIVATE TRUST CO NA20$904<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20$904<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC15$666<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC13$591<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5$226<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.