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Disclosery

IYE ISHARES TR

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U.S. ENERGY ETF (fund)

304 managers (305 13F filers) reported a position in IYE shares at 2024-12-31, 14,399,674 shares in all. 32 filers opened a position and 21 filers sold out during the quarter.

Managers
304
13F filers
305
New
32
Added
93
Reduced
81
Sold out
21
Shares held by filers
14,399,674

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,107,963$96.1M0.01%+134,50313F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,453,605$66.2M1.29%+31,77313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,237,799$56.4M0.01%-144,06013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,050,136$47.9M0.01%+31,90013F-HRTimelineGroup
UBS Group AGin group UBS Group AG915,777$41.7M0.01%+305,95713F-HRTimelineGroup
LPL Financial LLC642,481$29.3M0.01%+223,51613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC622,662$28.4M0.01%-2,39113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO454,722$20.7M<0.01%+181,26913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA350,229$16M<0.01%-121,34313F-HRTimelineGroup
BRIGHT ROCK CAPITAL MANAGEMENT, LLC300,000$13.7M2.92%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC293,672$13.4M<0.01%+94,75113F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC245,518$11.2M0.21%-46,80113F-HRTimeline
MML INVESTORS SERVICES, LLC240,013$10.9M0.04%+186,46513F-HRTimeline
Crestwood Advisors Group, LLC225,756$10.3M0.19%-8,88113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC223,922$10.2M<0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers171,355$7.81M0.02%+4,12413F-HRTimeline
Mariner, LLCin group Mariner, LLC157,945$7.2M0.01%-2,01913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC147,492$6.72M0.01%+5,54213F-HRTimeline
AMG National Trust Bank140,958$6.34M0.17%-5,77513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,949$4.79M0.01%-35,55913F-HR/ATimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…86,112$3.92M0.05%-7,33113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.76,022$3.46M0.22%+51,41513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV75,076$3.42M0.01%+44913F-HRTimeline
KM Capital Management Ltd.66,210$3.02M1.56%+27,50113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding59,476$2.71M+9,391Timeline
Janney Montgomery Scott LLC57,608$2.62M0.01%-2,54213F-HRTimeline
Avidian Wealth Enterprises, LLC56,228$2.56M0.12%-1,26813F-HRTimeline
HighTower Advisors, LLC55,138$2.51M<0.01%+10,09513F-HRTimeline
Dynasty Wealth Management, LLC54,471$2.48M0.04%new13F-HRTimeline
Integrated Wealth Concepts LLC54,134$2.47M0.03%+24,31313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,409$2.43M<0.01%-115,75813F-HRTimelineGroup
Steward Partners Investment Advisory, L…50,446$2.3M0.02%-3,00213F-HRTimeline
NewEdge Advisors, LLC50,281$2.29M0.01%+11,29513F-HRTimeline
Prospera Financial Services Inc49,918$2.28M0.05%+81813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…49,745$2.27M<0.01%+1,13813F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…48,274$2.2M0.79%+11413F-HRTimeline
First Citizens Financial Corp47,466$2.16M1.17%-1,26813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,827$2.04M<0.01%+3,98913F-HRTimelineGroup
Sanctuary Advisors, LLC41,812$2M0.01%+6,77913F-HRTimeline
SYNOVUS FINANCIAL CORP43,745$1.99M0.03%+79613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC43,055$1.96M0.05%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42,206$1.92M<0.01%+23,66513F-HRTimelineGroup
Glenview Trust Co42,123$1.92M0.04%+27,05713F-HRTimeline
Cambridge Investment Research Advisors,…41,510$1.89M0.01%-14,93813F-HRTimeline
Sunbelt Securities, Inc.39,268$1.77M0.16%+3,65813F-HRTimeline
Biondo Investment Advisors, LLC37,570$1.71M0.24%+75013F-HRTimeline
Wealthstar Advisors, LLC37,488$1.71M0.74%13F-HRTimeline
Waterloo Capital, L.P.36,358$1.66M0.17%+20613F-HRTimeline
Well Done, LLC35,740$1.66M0.3%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,867$1.63M<0.01%+1,06213F-HRTimeline
J.W. COLE ADVISORS, INC.35,791$1.63M0.07%-2,07113F-HRTimeline
Dentgroup LLC35,187$1.6M1.23%-36613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd34,678$1.58M0.03%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC33,942$1.55M0.02%-14,92013F-HRTimeline
Private Advisor Group, LLC32,673$1.49M0.01%+4,36013F-HRTimeline
Summit Financial Wealth Advisors, LLC31,476$1.47M0.29%-78913F-HRTimeline
IHT Wealth Management, LLC32,231$1.47M0.05%+1,50213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,316$1.34M<0.01%-73113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,788$1.22M<0.01%+1,75313F-HRTimelineGroup
Heartwood Wealth Advisors LLC26,725$1.22M0.14%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,708$1.22M<0.01%+1,05113F-HRTimelineGroup
Creative Planningin group Creative Planning26,652$1.21M<0.01%-1,10313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,605$1.17M<0.01%-2,35913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,494$1.16M<0.01%new13F-HRTimelineGroup
ROCKLAND TRUST CO25,007$1.14M0.06%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC24,739$1.13M0.03%-43413F-HRTimeline
Foundation Wealth Management, LLC24,413$1.11M0.86%-57613F-HRTimeline
Mutual Advisors, LLC21,951$1.09M0.03%+89513F-HRTimeline
Ballew Advisors, Inc22,471$1.08M0.69%+26313F-HRTimeline
CWM, LLCin group CWM, LLC22,839$1.04M<0.01%+9,06813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC22,635$1.03M<0.01%-82013F-HRTimelineGroup
KKM Financial LLC22,583$1.03M0.43%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC21,232$968K0.69%-80513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP49,341$964K<0.01%-8,64813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,133$917K<0.01%+4,28713F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC20,101$916K0.03%+10813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS19,571$892K<0.01%-4,95713F-HRTimelineGroup
Csenge Advisory Group18,655$850K0.05%+3,61613F-HRTimeline
Cresset Asset Management, LLC17,595$802K<0.01%-21,81013F-HRTimeline
Wealth Management Partners, LLC16,813$766K0.33%+10113F-HRTimeline
ShoreHaven Wealth Partners, LLC16,454$750K0.35%+1,66113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,400$747K<0.01%new13F-HRTimeline
Family Firm, Inc.16,277$742K0.16%+11313F-HRTimeline
FLOW TRADERS U.S. LLC15,291$697K0.03%+6,63213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,253$695K0.06%-39213F-HRTimeline
Security Financial Services, INC.15,187$692K0.14%+4,06313F-HRTimeline
Detalus Advisors, LLC15,068$687K0.23%+24713F-HRTimeline
Counterweight Ventures, LLC14,296$651K0.46%-22113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,124$644K0.01%-2,97913F-HRTimelineGroup
Composition Wealth, LLC13,789$628K0.01%+9,02813F-HRTimeline
Blue Trust, Inc.13,686$624K0.01%-10,10213F-HR/ATimeline
JOURNEY STRATEGIC WEALTH LLC13,549$617K0.02%-1,12013F-HRTimeline
Tradition Wealth Management, LLC12,988$592K0.05%+113F-HRTimeline
EQ LLC12,916$589K0.28%-59313F-HRTimeline
Arkadios Wealth Advisors12,801$583K0.03%+2,36713F-HRTimeline
Allegheny Financial Group12,402$565K0.15%+513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,960$545K<0.01%013F-HRTimeline
Atria Investments, Inc11,785$537K0.01%+1,13413F-HRTimeline
DAVENPORT & Co LLC11,780$537K<0.01%+5,56213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,723$534K0.02%+1,50813F-HRTimelineGroup
Quantinno Capital Management LP11,583$528K0.01%+3,19413F-HRTimeline
SPC Financial, Inc.11,526$525K0.05%-4613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,198$510K<0.01%+27613F-HRTimelineGroup
One Wealth Advisors, LLC11,148$508K0.08%+3,43813F-HRTimeline
Financial Partners Group, Inc11,148$508K0.07%-1,56313F-HRTimeline
UNIQUE WEALTH, LLC11,145$508K0.11%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,039$503K<0.01%-35,55213F-HRTimelineGroup
Schneider Downs Wealth Management Advis…10,962$500K0.09%new13F-HRTimeline
TRUE Private Wealth Advisors10,699$488K0.06%013F-HRTimeline
Chemistry Wealth Management LLC10,658$486K0.11%013F-HRTimeline
NAVELLIER & ASSOCIATES INC10,537$480K0.06%new13F-HRTimeline
Empirical Asset Management, LLC10,277$468K0.16%-95113F-HRTimeline
Millennium Capital Advisors, LLC10,066$459K0.31%+313F-HRTimeline
Aveo Capital Partners, LLC9,724$443K0.05%-6,78113F-HRTimeline
Cypress Wealth Services, LLC9,433$430K0.09%-1513F-HRTimeline
Magnus Financial Group LLC9,268$422K0.04%+9713F-HRTimeline
Simmons Bankin group Simmons Bank9,129$416K0.03%013F-HRTimelineGroup
Narwhal Capital Management8,825$402K0.04%013F-HRTimeline
Smartleaf Asset Management LLC8,821$397K0.04%new13F-HRTimeline
ELLERSON GROUP INC /ADV8,500$387K0.28%+3,00013F-HRTimeline
First Heartland Consultants, Inc.8,355$381K0.04%new13F-HRTimeline
COUNTRY CLUB BANK8,459$380K0.03%013F-HRTimeline
MCF Advisors LLC8,336$380K0.03%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.8,088$369K0.04%+1,15213F-HRTimeline
Ironwood Financial, llc8,069$368K0.08%-7,55913F-HRTimeline
Bernardo Wealth Planning LLC7,781$366K0.09%-19913F-HRTimeline
Mayflower Financial Advisors, LLC7,941$362K0.05%+32013F-HRTimeline
Quadrant Private Wealth Management, LLC7,903$360K0.09%+1,97613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,727$352K<0.01%-1,48513F-HRTimeline
Wealthspire Advisors, LLC7,724$352K<0.01%+29013F-HRTimeline
Rosenberg Matthew Hamilton7,716$352K0.09%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…7,217$351K0.02%+2013F-HRTimeline
Capital Investment Advisors, LLC7,644$348K0.01%-19413F-HRTimeline
COMERICA BANK7,443$339K<0.01%+96313F-HR/ATimeline
Claro Advisors Inc.7,356$335K0.05%new13F-HRTimeline
Bleakley Financial Group, LLC7,347$335K0.01%+18213F-HRTimeline
Strategic Blueprint, LLC7,316$333K0.02%+2,71013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,215$329K<0.01%-65013F-HRTimeline
RWA WEALTH PARTNERS, LLC7,100$324K<0.01%013F-HRTimeline
Retirement Planning Group, LLC7,047$321K0.02%+26313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,013$320K0.01%-19213F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.6,950$317K0.13%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC6,707$306K0.12%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.6,702$305K0.01%-4,60513F-HRTimeline
Kilter Group LLC6,658$303K0.2%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,569$299K<0.01%-2,75513F-HRTimelineGroup
Independent Advisor Alliance6,560$299K<0.01%new13F-HRTimeline
APPLETON PARTNERS INC/MA6,539$298K0.02%013F-HRTimeline
Montecito Bank & Trust6,319$288K0.05%-28413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,223$284K0.05%-1,33413F-HRTimeline
SkyView Investment Advisors, LLC6,159$281K0.04%new13F-HRTimeline
Grove Bank & Trust6,158$281K0.04%-5,00013F-HRTimeline
AGP FRANKLIN, LLC6,064$276K0.17%13F-HRTimeline
Chicago Partners Investment Group LLC5,837$274K0.01%-2113F-HRTimeline
Sigma Planning Corp5,948$271K0.01%-15613F-HRTimeline
Advisory Services Network, LLC5,911$269K0.01%-2,69513F-HRTimeline
Cassaday & Co Wealth Management LLC5,888$268K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,830$266K<0.01%-7613F-HRTimelineGroup
Tyler-Stone Wealth Management5,828$266K0.05%+4113F-HRTimeline
Virtue Capital Management, LLC5,788$264K0.05%new13F-HRTimeline
Aptus Capital Advisors, LLC5,782$263K<0.01%+3913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,715$260K0.05%013F-HRTimeline
SC&H Financial Advisors, Inc.5,653$258K0.05%013F-HRTimeline
FMR LLCin group FMR LLC5,651$257K<0.01%+17413F-HRTimelineGroup
ONE Advisory Partners, LLC5,650$257K0.11%+34213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,594$255K<0.01%-1,60613F-HRTimelineGroup
Kraft, Davis & Associates, LLC5,315$255K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,526$252K0.01%-3813F-HRTimelineGroup
Next Capital Management LLC5,500$251K0.1%013F-HRTimeline
CORA CAPITAL ADVISORS LLC5,500$251K0.12%013F-HRTimeline
Greenwich Wealth Management LLC5,367$245K0.02%013F-HRTimeline
Pekin Hardy Strauss, Inc.5,275$240K0.03%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC5,043$230K0.1%013F-HRTimeline
CoreCap Advisors, LLC5,020$229K0.01%-64013F-HRTimeline
BLAIR WILLIAM & CO/IL5,006$228K<0.01%+1113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,000$228K<0.01%013F-HRTimeline
Global Financial Private Client, LLC4,999$228K0.09%-2613F-HRTimeline
Windward Private Wealth Management Inc.4,942$225K0.09%-99513F-HRTimeline
Beacon Pointe Advisors, LLC4,921$224K<0.01%new13F-HRTimeline
AE Wealth Management LLC4,631$211K<0.01%-27213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,605$210K0.01%new13F-HRTimelineGroup
CHOREO, LLC4,599$209K<0.01%-53013F-HRTimeline
Valmark Advisers, Inc.4,575$209K<0.01%+9613F-HRTimeline
Moors & Cabot, Inc.4,550$207K0.01%-98013F-HRTimeline
D.A. DAVIDSON & CO.4,493$205K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,102$187K<0.01%-29213F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.4,085$186K0.19%13F-HRTimeline
FAS Wealth Partners, Inc.4,084$186K0.02%+2413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,938$179K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC3,859$176K<0.01%+49413F-HRTimeline
Financial Life Planners3,853$176K0.15%13F-HRTimeline
MONTAG A & ASSOCIATES INC3,825$174K0.01%013F-HRTimeline
Continuum Advisory, LLC3,700$169K0.02%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.3,480$159K0.01%new13F-HRTimelineGroup
Mainstream Capital Management LLC3,134$143K0.1%new13F-HRTimeline
Investors Research Corp3,050$139K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,007$137K<0.01%-5613F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT2,981$136K0.01%013F-HRTimeline
Avior Wealth Management, LLC2,823$129K<0.01%+613F-HRTimeline
Golden State Wealth Management, LLC2,615$119K0.02%13F-HRTimeline