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Disclosery

IYE ISHARES TR

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U.S. ENERGY ETF (fund)

274 managers (275 13F filers) reported a position in IYE shares at 2025-12-31, 12,321,981 shares in all. 19 filers opened a position and 28 filers sold out during the quarter.

Managers
274
13F filers
275
New
19
Added
76
Reduced
93
Sold out
28
Shares held by filers
12,321,981

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Atlantic Edge Private Wealth Management…1,140$54.2K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,100$52.3K<0.01%013F-HRTimeline
Larson Financial Group LLC1,081$51.4K<0.01%+12913F-HRTimeline
Parallel Advisors, LLC1,062$50.5K<0.01%+413F-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
CX Institutional987$47K<0.01%+79613F-HRTimeline
Bravera Wealth969$46.1K0.02%13F-HRTimeline
Clearstead Advisors, LLC857$40.7K<0.01%+613F-HRTimeline
HHM Wealth Advisors, LLC849$40.4K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.48$39.9K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC700$33.3K<0.01%-10813F-HRTimeline
Greykasell Wealth Strategies, Inc.692$32.9K0.01%new13F-HRTimeline
Westfuller Advisors, LLC596$28.3K0.01%+413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.535$25.4K0.01%-20513F-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%013F-HRTimeline
Parkside Financial Bank & Trust500$23.8K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC500$23.8K<0.01%013F-HRTimeline
LRI Investments, LLC480$22.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC468$22.4K<0.01%-10,03913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC457$21.7K<0.01%013F-HRTimeline
Front Row Advisors LLC450$21.4K0.01%013F-HRTimeline
WHITTIER TRUST CO434$21K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.432$20.5K0.01%new13F-HRTimeline
Register Financial Advisors LLC425$20.2K0.01%013F-HRTimeline
Vision Retirement, LLC403$19.2K0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…400$19K<0.01%013F-HRTimelineGroup
TSFG, LLC357$17K<0.01%013F-HRTimeline
Signature Equity Partners, LLC355$16.9K0.01%13F-HRTimeline
Independence Bank of Kentucky353$16.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc342$16.3K<0.01%-2013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp340$16.2K<0.01%013F-HRTimelineGroup
MAI Capital Management339$16.1K<0.01%+1113F-HRTimeline
Sound Income Strategies, LLC299$15.1K<0.01%-60113F-HRTimeline
Strategic Wealth Partners, Ltd.310$14.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC305$14.5K<0.01%013F-HRTimeline
Reflection Asset Management291$14.3K0.01%13F-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
SIMPLEX TRADING, LLC280$13.3K<0.01%+8013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC279$13.3K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.246$12K<0.01%-15113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
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.203$9.64K<0.01%+213F-HRTimeline
Aberdeen Wealth Management LLC175$8.32K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.163$7.75K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC151$7.2K<0.01%-1713F-HRTimeline
Founders Capital Management142$6.76K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC132$6.27K<0.01%-2513F-HRTimeline
Versant Capital Management, Inc127$6.02K<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$5.47K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC94$4.96K<0.01%+113F-HRTimeline
Capital Investment Counsel, Inc100$4.75K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …97$4.61K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC90$4.28K<0.01%-11013F-HRTimeline
Mountain Hill Investment Partners Corp.90$4.26K<0.01%+113F-HRTimeline
DecisionPoint Financial, LLC82$3.9K<0.01%new13F-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…69$3.29K<0.01%+913F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC69$3.28K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…56$2.66K<0.01%013F-HRTimelineGroup
IFC & Insurance Marketing, Inc.38$2K<0.01%13F-HRTimeline
Godfrey Financial Associates, Inc.40$1.9K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA20$951<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20$951<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC15$711<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC13$618<0.01%013F-HRTimeline
SageView Advisory Group, LLC10$476<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5$238<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.1$48<0.01%-1913F-HRTimeline