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Disclosery

IYE ISHARES TR

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U.S. ENERGY ETF (fund)

298 managers (299 13F filers) reported a position in IYE shares at 2025-03-31, 13,842,477 shares in all. 36 filers opened a position and 39 filers sold out during the quarter.

Managers
298
13F filers
299
New
36
Added
82
Reduced
97
Sold out
39
Shares held by filers
13,842,477

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,113,976$104M0.01%+6,01313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,486,973$73.3M1.75%+33,36813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,207,512$59.5M0.01%-30,28713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,055,008$52M0.01%+4,87213F-HRTimelineGroup
UBS Group AGin group UBS Group AG828,879$40.9M0.01%-86,89813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC622,662$30.7M0.01%013F-HR/ATimelineGroup
LPL Financial LLC608,107$30M0.01%-34,37413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC398,078$19.6M0.01%+104,40613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA367,478$18.1M<0.01%+17,24913F-HR/ATimelineGroup
BRIGHT ROCK CAPITAL MANAGEMENT, LLC300,000$14.8M3.12%013F-HRTimeline
MML INVESTORS SERVICES, LLC245,738$12.1M0.04%+5,72513F-HRTimeline
Crestwood Advisors Group, LLC220,523$10.9M0.21%-5,23313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO203,048$10M<0.01%-251,67413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC202,056$9.96M<0.01%-21,86613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC193,696$9.55M0.01%+46,20413F-HRTimeline
Cetera Investment Advisers185,521$9.15M0.02%+14,16613F-HRTimeline
Mariner, LLCin group Mariner, LLC159,222$7.85M0.01%+1,27713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.122,150$6.03M0.01%+17,20113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding120,240$5.93M+60,764Timeline
AMG National Trust Bank119,149$5.87M0.16%-21,80913F-HRTimeline
Summit Financial Consulting LLC112,711$5.56M5.16%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.84,682$4.17M0.26%+8,66013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…81,283$4.01M0.07%-4,82913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,528$3.48M<0.01%+25,70113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV67,104$3.31M0.01%-7,97213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP60,766$2.96M<0.01%+18,56013F-HR/ATimelineGroup
Prospera Financial Services Inc58,330$2.88M0.07%+8,41213F-HRTimeline
Avidian Wealth Enterprises, LLC55,465$2.73M0.12%-76313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC54,753$2.7M<0.01%+1,34413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…54,569$2.69M0.01%+4,82413F-HR/ATimelineGroup
HighTower Advisors, LLC51,432$2.54M<0.01%-3,70613F-HRTimeline
NewEdge Advisors, LLC51,361$2.53M0.02%+1,08013F-HRTimeline
Steward Partners Investment Advisory, L…49,231$2.43M0.02%-1,21513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…48,054$2.37M0.9%-22013F-HRTimeline
Janney Montgomery Scott LLC47,800$2.36M0.01%-9,80813F-HRTimeline
First Citizens Financial Corp46,049$2.27M1.28%-1,41713F-HRTimeline
SYNOVUS FINANCIAL CORP43,909$2.16M0.03%+16413F-HRTimeline
Wealthstar Advisors, LLC41,893$2.07M0.95%+4,40513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…41,374$2.04M<0.01%+15,76913F-HRTimelineGroup
Cambridge Investment Research Advisors,…40,267$1.99M0.01%-1,24313F-HRTimeline
Sunbelt Securities, Inc.40,242$1.98M0.18%+97413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd39,117$1.93M0.04%+4,43913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,100$1.88M<0.01%+12,60613F-HR/ATimelineGroup
Biondo Investment Advisors, LLC37,828$1.86M0.26%+25813F-HRTimeline
Waterloo Capital, L.P.36,600$1.8M0.17%+24213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,459$1.75M<0.01%-40813F-HRTimeline
Dentgroup LLC34,874$1.72M1.29%-31313F-HRTimeline
Private Advisor Group, LLC34,635$1.71M0.01%+1,96213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,005$1.63M<0.01%+3,68913F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC31,388$1.55M0.31%-8813F-HRTimeline
Sanctuary Advisors, LLC31,340$1.55M0.01%-10,47213F-HRTimeline
Quantinno Capital Management LP30,489$1.5M0.01%+18,90613F-HRTimeline
IHT Wealth Management, LLC30,731$1.45M0.05%-1,50013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,646$1.41M<0.01%+1,85813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,099$1.39M<0.01%+17,06013F-HRTimelineGroup
Creative Planningin group Creative Planning27,354$1.35M<0.01%+70213F-HRTimelineGroup
OneDigital Investment Advisors LLC26,662$1.31M0.02%-7,28013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,807$1.27M<0.01%-90113F-HRTimelineGroup
Wealth Management Partners, LLC24,981$1.23M0.57%+8,16813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC24,714$1.22M0.03%-2513F-HRTimeline
Foundation Wealth Management, LLC24,654$1.22M0.95%+24113F-HRTimeline
ROCKLAND TRUST CO24,417$1.2M0.06%-59013F-HRTimeline
Ethos Financial Group, LLC23,642$1.17M0.11%new13F-HRTimeline
Ballew Advisors, Inc27,102$1.13M0.76%+4,63113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,664$1.12M<0.01%+2,53113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC22,271$1.1M<0.01%-36413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,566$1.06M<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC21,403$1.05M<0.01%-1,43613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,989$1.03M<0.01%+1,41813F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC20,947$1.03M0.76%-28513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC20,094$991K0.03%-713F-HRTimeline
Mutual Advisors, LLC22,527$984K0.03%+57613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,941$983K<0.01%-29,40013F-HRTimelineGroup
KKM Financial LLC19,268$950K0.4%-3,31513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC18,100$892K<0.01%+1,70013F-HRTimeline
Csenge Advisory Group19,786$855K0.05%+1,13113F-HRTimeline
Family Firm, Inc.16,388$808K0.18%+11113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC15,878$783K0.03%+2,32913F-HRTimeline
J.W. COLE ADVISORS, INC.15,431$761K0.02%-20,36013F-HRTimeline
Heartwood Wealth Advisors LLC15,430$761K0.09%-11,29513F-HRTimeline
Counterweight Ventures, LLC13,967$689K0.49%-32913F-HRTimeline
Blue Trust, Inc.13,705$676K0.01%+1913F-HRTimeline
Tradition Wealth Management, LLC12,988$640K0.06%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,243$627K0.05%-1,01013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,960$590K<0.01%013F-HRTimeline
EQ LLC11,770$580K0.27%-1,14613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP11,700$577K0.02%new13F-HRTimelineGroup
Arkadios Wealth Advisors11,654$575K0.02%-1,14713F-HRTimeline
DAVENPORT & Co LLC11,594$572K<0.01%-18613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,527$568K0.01%-2,59713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,512$568K0.01%new13F-HRTimelineGroup
Atria Investments, Inc11,328$558K0.01%-45713F-HRTimeline
Financial Partners Group, Inc11,064$545K0.08%-8413F-HRTimeline
Schneider Downs Wealth Management Advis…10,962$540K0.1%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,659$537K0.02%-6413F-HRTimelineGroup
TRUE Private Wealth Advisors10,700$527K0.06%+113F-HRTimeline
Chemistry Wealth Management LLC10,658$525K0.12%013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,498$518K0.02%+3,79613F-HRTimeline
Empirical Asset Management, LLC10,430$514K0.18%+15313F-HRTimeline
Yukon Wealth Management, Inc.10,353$510K0.21%13F-HRTimeline
Allegheny Financial Group10,097$498K0.13%-2,30513F-HRTimeline
Integrated Wealth Concepts LLC9,879$487K0.01%-44,25513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,507$469K<0.01%+5,56913F-HRTimelineGroup
Fisher Asset Management, LLC9,267$457K<0.01%new13F-HRTimeline
Simmons Bankin group Simmons Bank9,122$450K0.03%-713F-HRTimelineGroup
Narwhal Capital Management8,825$435K0.04%013F-HRTimeline
SPC Financial, Inc.8,805$434K0.04%-2,72113F-HRTimeline
Millennium Capital Advisors, LLC8,768$432K0.32%-1,29813F-HRTimeline
Retirement Planning Group, LLC8,712$430K0.02%+1,66513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,444$416K<0.01%+71713F-HRTimeline
Ironwood Financial, llc8,438$416K0.09%+36913F-HRTimeline
COUNTRY CLUB BANK8,459$412K0.03%013F-HRTimeline
Magnus Financial Group LLC8,355$412K0.04%-91313F-HRTimeline
MCF Advisors LLC8,336$411K0.03%013F-HRTimeline
Meridian Wealth Management, LLC8,321$410K0.02%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.8,089$399K0.05%+113F-HRTimeline
Bernardo Wealth Planning LLC7,772$383K0.09%-913F-HR/ATimeline
Capital Investment Advisors, LLC7,651$377K0.01%+713F-HRTimeline
Smartleaf Asset Management LLC7,639$372K0.04%-1,18213F-HRTimeline
Sigma Planning Corp7,499$370K0.01%+1,55113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,408$365K0.01%+39513F-HRTimelineGroup
Wealthspire Advisors, LLC7,392$364K<0.01%-33213F-HRTimeline
COMERICA BANK7,295$360K<0.01%-14813F-HRTimeline
Mayflower Financial Advisors, LLC7,144$352K0.05%-79713F-HRTimeline
RWA WEALTH PARTNERS, LLC7,106$350K<0.01%+613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,085$349K0.02%new13F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.6,950$343K0.14%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,765$334K<0.01%-45013F-HRTimeline
Rosenberg Matthew Hamilton6,769$334K0.08%-94713F-HRTimeline
Kilter Group LLC6,658$328K0.21%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC6,580$324K0.13%-12713F-HRTimeline
APPLETON PARTNERS INC/MA6,539$322K0.02%013F-HRTimeline
ShoreHaven Wealth Partners, LLC6,384$315K0.15%-10,07013F-HRTimeline
Cassaday & Co Wealth Management LLC6,298$310K0.01%+41013F-HRTimeline
FMR LLCin group FMR LLC6,246$308K<0.01%+59513F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,239$308K0.01%-239,27913F-HRTimeline
Grove Bank & Trust6,158$304K0.04%013F-HRTimeline
ELLERSON GROUP INC /ADV6,000$296K0.24%-2,50013F-HRTimeline
PROMETHIUM ADVISORS,LLC5,973$294K0.19%new13F-HRTimeline
Chicago Partners Investment Group LLC6,793$290K0.01%+95613F-HRTimeline
Detalus Advisors, LLC5,877$290K0.09%-9,19113F-HRTimeline
Tyler-Stone Wealth Management5,867$289K0.05%+3913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,860$289K<0.01%-5,33813F-HRTimelineGroup
Lakeshore Capital Group, Inc.5,853$289K0.28%new13F-HRTimeline
Cypress Wealth Services, LLC5,787$285K0.06%-3,64613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,748$283K<0.01%-8213F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC5,715$282K0.06%013F-HRTimeline
GWN SECURITIES INC.6,158$280K0.02%new13F-HRTimeline
SC&H Financial Advisors, Inc.5,653$279K0.05%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,594$276K<0.01%013F-HRTimelineGroup
Next Capital Management LLC5,500$271K0.13%013F-HRTimeline
CORA CAPITAL ADVISORS LLC5,500$271K0.13%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,480$270K0.01%-4613F-HRTimelineGroup
Greenwich Wealth Management LLC5,367$265K0.02%013F-HRTimeline
Gotham Asset Management, LLC5,308$262K<0.01%new13F-HRTimeline
Pekin Hardy Strauss, Inc.5,275$260K0.03%013F-HRTimeline
One Wealth Advisors, LLC5,233$258K0.04%-5,91513F-HRTimeline
Claro Advisors Inc.5,110$252K0.03%-2,24613F-HRTimeline
Glenview Trust Co5,099$251K<0.01%-37,02413F-HR/ATimeline
Advisory Services Network, LLC5,052$249K<0.01%-85913F-HRTimeline
CoreCap Advisors, LLC5,040$248K0.01%+2013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,000$246K0.01%013F-HRTimeline
Montecito Bank & Trust4,989$246K0.04%-1,33013F-HRTimeline
Global Financial Private Client, LLC4,988$246K0.09%-1113F-HRTimeline
Interchange Capital Partners, LLC4,948$244K0.07%new13F-HRTimeline
Beacon Pointe Advisors, LLC4,893$241K<0.01%-2813F-HRTimeline
CW Advisors, LLC4,887$241K<0.01%new13F-HRTimeline
SAXON INTERESTS, INC.4,787$236K0.11%new13F-HRTimeline
Valmark Advisers, Inc.4,700$232K<0.01%+12513F-HRTimeline
BLAIR WILLIAM & CO/IL4,677$231K<0.01%-32913F-HRTimeline
Kraft, Davis & Associates, LLC5,315$229K0.07%013F-HRTimeline
Virtue Capital Management, LLC4,644$229K0.03%-1,14413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,487$221K0.04%-1,73613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,426$218K0.01%new13F-HRTimelineGroup
Venturi Wealth Management, LLC4,400$217K0.01%new13F-HRTimeline
AE Wealth Management LLC4,395$217K<0.01%-23613F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,324$213K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC4,319$213K0.01%new13F-HRTimeline
CHOREO, LLC4,290$211K<0.01%-30913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,248$209K0.03%new13F-HRTimeline
Strategic Blueprint, LLC4,241$209K0.01%-3,07513F-HRTimeline
Lantz Financial LLC4,194$207K0.06%new13F-HRTimeline
Aprio Wealth Management, LLC4,181$206K0.03%new13F-HRTimeline
LPWM LLC4,177$206K0.07%new13F-HRTimeline
Councilor Wealth, LLC4,120$203K0.1%new13F-HRTimeline
FAS Wealth Partners, Inc.4,108$203K0.02%+2413F-HRTimeline
MONTAG A & ASSOCIATES INC3,825$189K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,666$181K<0.01%-43613F-HRTimelineGroup
Financial Life Planners3,649$180K0.18%-20413F-HRTimeline
Aptus Capital Advisors, LLC3,377$167K<0.01%-2,40513F-HRTimeline
EP Wealth Advisors, LLC3,365$166K<0.01%-49413F-HRTimeline
Continuum Advisory, LLC3,169$156K0.02%-53113F-HRTimeline
Investors Research Corp3,050$150K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,007$148K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT2,981$147K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2,877$142K0.15%-1,20813F-HRTimeline
Golden State Wealth Management, LLC2,663$131K0.02%+4813F-HR/ATimeline
Farther Finance Advisors, LLC2,521$125K<0.01%+9713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,425$120K<0.01%+1,00913F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC2,301$113K0.06%+13113F-HRTimeline