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Disclosery

IYE ISHARES TR

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U.S. ENERGY ETF (fund)

272 managers (273 13F filers) reported a position in IYE shares at 2025-09-30, 12,769,189 shares in all. 27 filers opened a position and 23 filers sold out during the quarter.

Managers
272
13F filers
273
New
27
Added
70
Reduced
98
Sold out
23
Shares held by filers
12,769,189

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Atlantic Edge Private Wealth Management…1,140$54.2K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,100$52.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,058$50.3K<0.01%+10013F-HRTimeline
Paladin Advisory Group, LLC1,025$48.7K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,000$47.5K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.48$45.8K<0.01%-91513F-HRTimelineGroup
Capital Investment Advisory Services, L…954$45.3K<0.01%+68413F-HRTimeline
Larson Financial Group LLC952$45.2K<0.01%+413F-HRTimeline
Sound Income Strategies, LLC900$42.1K<0.01%-1913F-HRTimeline
Clearstead Advisors, LLC851$40.5K<0.01%+613F-HRTimeline
HHM Wealth Advisors, LLC849$40.3K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC808$38.4K<0.01%+47513F-HRTimeline
Pineridge Advisors LLC742$35.3K0.01%-97713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.740$35.2K0.02%013F-HRTimeline
Westfuller Advisors, LLC592$28.1K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.507$24.1K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.505$24K<0.01%-31913F-HRTimeline
Parkside Financial Bank & Trust500$23.8K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC500$23.8K<0.01%013F-HRTimeline
RMG Wealth Management LLC500$23.2K<0.01%013F-HRTimeline
LRI Investments, LLC480$22.8K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC457$21.7K<0.01%013F-HRTimeline
Front Row Advisors LLC450$21.4K0.01%013F-HRTimeline
WHITTIER TRUST CO434$20.5K<0.01%013F-HRTimeline
Register Financial Advisors LLC425$20.2K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…400$19K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.397$19K<0.01%-3413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc362$17.2K<0.01%+213F-HRTimeline
TSFG, LLC357$17K<0.01%013F-HRTimeline
Independence Bank of Kentucky353$16.8K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp340$16.2K<0.01%013F-HRTimelineGroup
MAI Capital Management328$15.6K<0.01%-1013F-HRTimeline
Strategic Wealth Partners, Ltd.310$14.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC305$14.5K<0.01%013F-HRTimeline
North Star Investment Management Corp.300$14.3K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.294$14K<0.01%013F-HRTimeline
New Republic Capital, LLC294$14K<0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC283$13.4K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC279$13.3K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/210$9.98K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC209$9.93K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.201$9.57K<0.01%+113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS200$9.5K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC200$9.5K<0.01%+11013F-HRTimeline
SIMPLEX TRADING, LLC200$9K<0.01%new13F-HRTimeline
CX Institutional191$9K<0.01%new13F-HRTimeline
Aberdeen Wealth Management LLC175$8.32K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC168$7.99K<0.01%-1313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.163$7.75K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC157$7.46K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC150$7.13K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP150$7.13K<0.01%013F-HRTimelineGroup
Founders Capital Management141$6.71K<0.01%+113F-HRTimeline
Abound Wealth Management140$6.65K<0.01%new13F-HRTimeline
Versant Capital Management, Inc126$5.98K<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$5.46K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …97$4.61K<0.01%13F-HRTimelineGroup
Cornerstone Planning Group LLC93$4.31K<0.01%-3813F-HRTimeline
Mountain Hill Investment Partners Corp.89$4.23K<0.01%+113F-HRTimeline
Westside Investment Management, Inc.80$3.8K<0.01%-913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.74$3.52K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC72$3.42K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…60$2.86K<0.01%-1913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…56$2.66K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.20$951<0.01%013F-HRTimeline
PRIVATE TRUST CO NA20$950<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20$950<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC15$705<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC13$618<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5$238<0.01%013F-HRTimelineGroup
Cloud Capital Management, LLC6$00%new13F-HRTimelineValue filed as zero, left out of ratios.
ARVEST INVESTMENTS, INC.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.