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Disclosery

IYE ISHARES TR

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U.S. ENERGY ETF (fund)

329 managers (332 13F filers) reported a position in IYE shares at 2026-03-31, 15,820,243 shares in all. 78 filers opened a position and 18 filers sold out during the quarter.

Managers
329
13F filers
332
New
78
Added
94
Reduced
83
Sold out
18
Shares held by filers
15,820,243

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Regal Investment Advisors LLC4,447$288K0.02%new13F-HRTimeline
Gladstone Institutional Advisory LLC4,383$284K0.01%-2,62413F-HRTimeline
Christensen, King & Associates Investme…4,319$280K0.12%+1213F-HRTimeline
Rosenberg Matthew Hamilton4,243$275K0.06%-16813F-HRTimeline
Aptus Capital Advisors, LLC4,222$273K<0.01%-35513F-HRTimeline
Trilogy Capital Inc.4,209$273K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.4,204$272K0.02%+1813F-HRTimeline
Councilor Wealth, LLC4,202$272K0.13%new13F-HRTimeline
Lantz Financial LLC4,193$272K0.06%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,190$271K0.01%new13F-HRTimeline
Advisory Services Network, LLC4,180$271K<0.01%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,148$269K0.03%new13F-HRTimeline
Greenwich Wealth Management LLC4,110$266K0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,018$260K0.01%new13F-HRTimeline
Hubbell Strickland Wealth Management, L…3,964$257K0.1%new13F-HRTimeline
Prime Capital Investment Advisors, LLC3,888$252K<0.01%new13F-HRTimeline
Holistic Financial Partners3,867$250K0.09%new13F-HRTimeline
Summit Financial Wealth Advisors, LLC3,862$250K0.04%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,822$248K0.01%new13F-HR/ATimeline
&PARTNERS3,788$245K<0.01%-77013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,769$244K0.01%new13F-HRTimeline
Summit Financial, LLC3,741$242K<0.01%new13F-HRTimeline
CHOREO, LLC3,726$241K<0.01%new13F-HRTimeline
Montecito Bank & Trust3,726$241K0.04%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,711$240K<0.01%new13F-HRTimelineGroup
Financial Life Planners3,710$240K0.18%new13F-HRTimeline
Milestone Asset Management Group, LLC3,705$240K0.14%new13F-HRTimeline
ASPIRIANT, LLC3,654$237K0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC3,620$234K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL3,554$230K<0.01%+313F-HRTimeline
Sprinkle Financial Consultants LLC3,497$227K0.1%new13F-HRTimeline
SCOTIA CAPITAL INC.3,428$222K<0.01%new13F-HRTimeline
Well Done, LLC3,290$213K0.03%new13F-HRTimeline
Detalus Advisors, LLC3,232$209K0.05%new13F-HRTimeline
AGP FRANKLIN, LLC3,144$204K0.1%new13F-HRTimeline
Investors Research Corp3,050$198K0.04%013F-HRTimeline
CoreCap Advisors, LLC2,490$161K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2,482$161K0.14%-18513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,395$150K0.01%+1,09913F-HRTimeline
HARBOUR INVESTMENTS, INC.2,288$148K<0.01%+1,07613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,229$144K0.07%-1113F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,009$130K0.02%new13F-HRTimelineGroup
Golden State Wealth Management, LLC1,998$129K0.01%+23813F-HRTimeline
Glass Jacobson Investment Advisors llc1,903$123K0.04%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,890$122K0.06%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,778$115K0.03%new13F-HRTimeline
Parallel Advisors, LLC1,648$107K<0.01%+58613F-HR/ATimeline
Geneos Wealth Management Inc.1,575$102K<0.01%013F-HRTimeline
WealthShield Partners, LLC1,553$101K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,506$97.5K0.02%+813F-HRTimeline
Capital Investment Advisory Services, L…1,471$95.3K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,452$94K<0.01%-75113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,389$90K<0.01%+68913F-HRTimeline
IFP Advisors, Inc1,366$88.5K<0.01%-5313F-HRTimeline
Allworth Financial LP1,338$86.7K<0.01%+413F-HRTimeline
N.E.W. Advisory Services LLC1,276$82.6K0.01%+11313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,270$82.3K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.1,146$74.2K0.05%new13F-HRTimeline
Atlantic Edge Private Wealth Management…1,140$73.8K0.02%013F-HRTimeline
Triumph Capital Management1,129$73.1K0.01%-10013F-HRTimeline
Global Assets Advisory, LLC1,354$72.2K0.02%new13F-HRTimeline
SIGNATUREFD, LLC1,100$71.2K<0.01%013F-HRTimeline
Larson Financial Group LLC1,084$70.2K<0.01%+313F-HRTimeline
Paladin Advisory Group, LLC1,025$66.4K0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,000$64.8K<0.01%013F-HRTimeline
Bravera Wealth969$62.8K0.03%013F-HRTimeline
Clearstead Advisors, LLC861$55.8K<0.01%+413F-HRTimeline
HHM Wealth Advisors, LLC849$55K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.839$54.3K<0.01%+79113F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.692$44.8K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp660$42.7K<0.01%+32013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.535$34.7K0.01%013F-HRTimeline
Financial Management Professionals, Inc.505$32.7K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust500$32.4K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC500$32.4K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.501$31.2K<0.01%+50013F-HRTimeline
LRI Investments, LLC480$31.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC468$30.7K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC457$29.6K<0.01%013F-HRTimeline
Front Row Advisors LLC450$29.1K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.432$28K0.01%013F-HRTimeline
Register Financial Advisors LLC425$27.5K0.01%013F-HRTimeline
RMG Wealth Management LLC418$25.3K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC357$23.1K0.01%+213F-HRTimeline
MAI Capital Management339$22K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc334$21.6K<0.01%-813F-HRTimeline
Strategic Wealth Partners, Ltd.310$20.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.300$19.4K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.295$19.1K<0.01%+113F-HRTimeline
New Republic Capital, LLC294$19K0.01%013F-HRTimeline
Independence Bank of Kentucky293$19K<0.01%-6013F-HRTimeline
Sound Income Strategies, LLC299$18.7K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC274$17.7K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC264$17.1K<0.01%-1513F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.240$16K<0.01%-613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CX Institutional236$15K<0.01%-75113F-HRTimeline
TSFG, LLC225$15K<0.01%-13213F-HRTimeline
Arax Advisory Partners220$14.2K<0.01%-1,04613F-HRTimeline
Vision Retirement, LLC219$14.2K<0.01%-18413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/210$13.6K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC209$13.5K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.204$13.2K0.01%+113F-HRTimeline
Godfrey Financial Associates, Inc.196$12.7K0.01%+15613F-HRTimeline
WHITTIER TRUST CO200$12.6K<0.01%-23413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC200$12.6K<0.01%-10513F-HRTimeline
Aberdeen Wealth Management LLC175$11.3K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.163$10.6K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC150$9.72K<0.01%new13F-HR/ATimeline
Founders Capital Management143$9.26K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC132$8.55K<0.01%013F-HRTimeline
Versant Capital Management, Inc127$8.25K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC119$7.74K<0.01%-3213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp115$7.45K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC106$6.87K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…103$6.67K<0.01%+4713F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …97$6.28K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…96$6.23K<0.01%+2713F-HR/ATimelineGroup
Mountain Hill Investment Partners Corp.90$5.84K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC90$5.83K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.74$4.79K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC72$4.66K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC69$4.47K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC48$3.11K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA20$1.29K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20$1.29K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC17$1K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC15$973<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC13$842<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5$324<0.01%013F-HRTimelineGroup