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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 2025-06-30, 13,981,933 shares in all. 21 filers opened a position and 45 filers sold out during the quarter.

Managers
274
13F filers
275
New
21
Added
71
Reduced
103
Sold out
45
Shares held by filers
13,981,933

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY2,000,970$90.5M0.01%-113,00613F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,454,612$65.8M1.36%-32,36113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,166,212$52.7M<0.01%-41,30013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN967,753$43.8M0.01%-87,25513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC922,662$41.7M0.01%+300,00013F-HRTimelineGroup
LPL Financial LLC592,163$26.8M0.01%-15,94413F-HRTimeline
UBS Group AGin group UBS Group AG586,972$26.5M0.01%-241,90713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA382,778$17.3M<0.01%+15,30013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC375,248$17M<0.01%-22,83013F-HRTimelineGroup
BRIGHT ROCK CAPITAL MANAGEMENT, LLC300,000$13.6M2.75%013F-HRTimeline
MML INVESTORS SERVICES, LLC260,536$11.8M0.03%+14,79813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO242,090$10.9M<0.01%+39,04213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS217,548$9.84M0.01%+196,55913F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.194,521$8.8M0.08%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC189,272$8.56M<0.01%-12,78413F-HRTimelineGroup
Crestwood Advisors Group, LLC178,601$8.08M0.14%-41,92213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC177,023$8.01M0.01%-16,67313F-HRTimeline
Mariner, LLCin group Mariner, LLC149,948$6.78M0.01%-9,27413F-HRTimelineGroup
Cetera Investment Advisers135,404$6.12M0.01%-50,11713F-HRTimeline
Summit Financial Consulting LLC129,917$5.87M5.28%+17,20613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,896$5.65M0.01%+2,74613F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…123,388$5.58M0.01%+68,81913F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding123,257$5.57M+3,017Timeline
AMG National Trust Bank109,287$4.94M0.13%-9,86213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.97,453$4.41M0.28%+12,77113F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…82,709$3.74M0.06%+1,42613F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI79,500$3.65M0.03%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP71,874$3.26M<0.01%+11,10813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP68,249$3.09M<0.01%+48,30813F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC66,649$3.01M<0.01%+38,55013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV65,853$2.98M0.01%-1,25113F-HRTimeline
FORTE ASSET MANAGEMENT LLC62,485$2.83M1.44%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,835$2.75M<0.01%-9,69313F-HRTimelineGroup
Prospera Financial Services Inc59,987$2.71M0.05%+1,65713F-HRTimeline
J.W. COLE ADVISORS, INC.53,984$2.44M0.05%+38,55313F-HRTimeline
Janney Montgomery Scott LLC53,781$2.43M0.01%+5,98113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,192$2.13M<0.01%-7,56113F-HRTimelineGroup
HighTower Advisors, LLC46,445$2.1M<0.01%-4,98713F-HRTimeline
Avidian Wealth Enterprises, LLC45,547$2.06M0.08%-9,91813F-HRTimeline
Wealthstar Advisors, LLC44,819$2.03M0.76%+2,92613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,381$2.01M<0.01%+3,00713F-HRTimelineGroup
SYNOVUS FINANCIAL CORP44,061$1.99M0.02%+15213F-HRTimeline
Biondo Investment Advisors, LLC40,455$1.83M0.24%+2,62713F-HRTimeline
NewEdge Advisors, LLC40,072$1.81M0.01%-11,28913F-HRTimeline
Steward Partners Investment Advisory, L…39,977$1.81M0.01%-9,25413F-HRTimeline
Sunbelt Securities, Inc.39,268$1.79M0.16%-97413F-HRTimeline
Cambridge Investment Research Advisors,…38,935$1.76M0.01%-1,33213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,032$1.72M<0.01%+16,46613F-HRTimelineGroup
First Citizens Financial Corp37,204$1.68M0.93%-8,84513F-HRTimeline
Waterloo Capital, L.P.36,832$1.67M0.13%+23213F-HRTimeline
Quantinno Capital Management LP35,103$1.59M0.01%+4,61413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,408$1.51M<0.01%-2,05113F-HRTimeline
Dentgroup LLC32,910$1.49M1.03%-1,96413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,228$1.41M<0.01%-1,77713F-HRTimelineGroup
IHT Wealth Management, LLC30,635$1.39M0.04%-9613F-HRTimeline
Foundation Wealth Management, LLC29,433$1.33M0.93%+4,77913F-HRTimeline
Creative Planningin group Creative Planning27,981$1.27M<0.01%+62713F-HRTimelineGroup
Ballew Advisors, Inc27,242$1.26M0.75%+14013F-HRTimeline
Sanctuary Advisors, LLC27,776$1.26M0.01%-3,56413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd25,562$1.16M0.02%-13,55513F-HRTimelineGroup
Private Advisor Group, LLC25,250$1.14M0.01%-9,38513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC24,714$1.12M0.03%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…24,640$1.11M0.4%-23,41413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,906$1.11M<0.01%+1,24213F-HRTimeline
Mutual Advisors, LLC23,597$1.09M0.03%+1,07013F-HRTimeline
ROCKLAND TRUST CO24,009$1.09M0.05%-40813F-HRTimeline
OneDigital Investment Advisors LLC23,548$1.06M0.01%-3,11413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC22,817$1.03M0.03%+6,93913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC22,271$1.01M<0.01%013F-HRTimelineGroup
Csenge Advisory Group22,182$962K0.05%+2,39613F-HRTimeline
Wealth Management Partners, LLC20,741$952K0.34%-4,24013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC20,905$945K0.63%-4213F-HRTimeline
Ethos Financial Group, LLC20,750$938K0.08%-2,89213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,720$892K<0.01%-8,92613F-HR/ATimelineGroup
KKM Financial LLC19,268$871K0.3%013F-HRTimeline
CWM, LLCin group CWM, LLC19,143$866K<0.01%-2,26013F-HRTimelineGroup
Politan Capital Management LP17,209$778K0.06%new13F-HRTimeline
Family Firm, Inc.16,447$744K0.18%+5913F-HRTimeline
Heartwood Wealth Advisors LLC15,472$700K0.07%+4213F-HRTimeline
Blue Trust, Inc.13,964$631K0.01%+25913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC13,789$624K0.05%-45413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,449$608K0.01%+1,93713F-HRTimelineGroup
Counterweight Ventures, LLC13,212$597K0.39%-75513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,028$589K0.09%new13F-HRTimeline
Tradition Wealth Management, LLC12,762$577K0.05%-22613F-HRTimeline
Arkadios Wealth Advisors12,658$572K0.02%+1,00413F-HRTimeline
Atria Investments, Inc12,500$565K0.01%+1,17213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,960$541K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,450$518K<0.01%-14,35713F-HRTimelineGroup
DAVENPORT & Co LLC11,355$513K<0.01%-23913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,020$498K0.01%new13F-HRTimeline
TRUE Private Wealth Advisors10,700$484K0.05%013F-HRTimeline
Chemistry Wealth Management LLC10,658$482K0.1%013F-HRTimeline
Financial Partners Group, Inc10,236$463K0.06%-82813F-HRTimeline
Yukon Wealth Management, Inc.10,235$463K0.17%-11813F-HRTimeline
Allegheny Financial Group10,103$457K0.1%+613F-HRTimeline
Empirical Asset Management, LLC10,070$455K0.14%-36013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,889$447K0.01%-10,20513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,289$420K<0.01%-2,23813F-HRTimelineGroup
Integrated Wealth Concepts LLC9,272$419K<0.01%-60713F-HRTimeline
Ironwood Financial, llc8,438$416K0.09%013F-HRTimeline
Simmons Bankin group Simmons Bank9,068$410K0.03%-5413F-HRTimelineGroup
Narwhal Capital Management8,825$399K0.03%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,759$396K0.06%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,486$384K<0.01%+4,82013F-HRTimelineGroup
MCF Advisors LLC8,336$377K0.02%013F-HRTimeline
COUNTRY CLUB BANK8,285$376K0.02%-17413F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.8,263$374K0.04%+17413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,250$373K<0.01%-19413F-HRTimeline
Magnus Financial Group LLC8,204$371K0.03%-15113F-HRTimeline
Curi Capital, LLC8,146$368K0.01%new13F-HRTimeline
Millennium Capital Advisors, LLC8,071$365K0.24%-69713F-HRTimeline
Wealthspire Advisors, LLC7,610$344K<0.01%+21813F-HRTimeline
Meridian Wealth Management, LLC7,536$341K0.01%-78513F-HRTimeline
Bernardo Wealth Planning LLC7,451$337K0.07%-32113F-HRTimeline
Retirement Planning Group, LLC7,429$336K0.01%-1,28313F-HRTimeline
Capital Investment Advisors, LLC7,363$333K0.01%-28813F-HR/ATimeline
RWA WEALTH PARTNERS, LLC7,100$321K<0.01%-613F-HRTimeline
Lakeshore Capital Group, Inc.6,959$315K0.28%+1,10613F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,950$314K0.12%013F-HRTimeline
EQ LLC6,873$311K0.12%-4,89713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,765$306K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,690$303K0.01%-71813F-HRTimelineGroup
Chicago Partners Investment Group LLC6,538$301K0.01%-25513F-HRTimeline
Kilter Group LLC6,658$301K0.14%013F-HRTimeline
APPLETON PARTNERS INC/MA6,539$296K0.02%013F-HRTimeline
Mayflower Financial Advisors, LLC6,494$294K0.04%-65013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,356$287K0.01%new13F-HRTimelineGroup
SPC Financial, Inc.6,323$286K0.02%-2,48213F-HRTimeline
Grove Bank & Trust6,158$278K0.03%013F-HRTimeline
Sigma Planning Corp6,084$275K0.01%-1,41513F-HRTimeline
ELLERSON GROUP INC /ADV6,000$271K0.19%013F-HR/ATimeline
Cassaday & Co Wealth Management LLC5,888$266K0.01%-41013F-HRTimeline
Tyler-Stone Wealth Management5,883$266K0.04%+1613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,850$265K0.02%-5,85013F-HRTimelineGroup
Cresset Asset Management, LLC5,833$264K<0.01%new13F-HR/ATimeline
D.A. DAVIDSON & CO.5,785$262K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton5,727$259K0.06%-1,04213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,715$258K0.05%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,692$257K<0.01%-5613F-HRTimelineGroup
PROMETHIUM ADVISORS,LLC5,670$256K0.16%-30313F-HRTimeline
Next Capital Management LLC5,500$249K0.09%013F-HRTimeline
CORA CAPITAL ADVISORS LLC5,500$249K0.11%013F-HRTimeline
Kraft, Davis & Associates, LLC5,315$249K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,416$245K0.01%-6413F-HRTimelineGroup
SC&H Financial Advisors, Inc.5,335$241K0.04%-31813F-HRTimeline
Pekin Hardy Strauss, Inc.5,325$241K0.03%+5013F-HRTimeline
Gotham Asset Management, LLC5,308$240K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC5,294$239K<0.01%+2,77313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,280$239K<0.01%+85413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,230$237K<0.01%-36413F-HRTimelineGroup
SAXON INTERESTS, INC.4,787$236K0.11%013F-HRTimeline
FMR LLCin group FMR LLC5,144$233K<0.01%-1,10213F-HRTimelineGroup
Valmark Advisers, Inc.5,041$228K<0.01%+34113F-HRTimeline
B. Riley Wealth Advisors, Inc.5,006$226K0.01%-5,49213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,000$226K<0.01%013F-HRTimeline
Global Financial Private Client, LLC4,968$225K0.08%-2013F-HRTimeline
Interchange Capital Partners, LLC4,965$225K0.05%+1713F-HR/ATimeline
ShoreHaven Wealth Partners, LLC4,934$223K0.09%-1,45013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,900$222K<0.01%-13,20013F-HRTimeline
Beacon Pointe Advisors, LLC4,894$221K<0.01%+113F-HRTimeline
Advisory Services Network, LLC4,756$220K<0.01%-29613F-HRTimeline
Greenwich Wealth Management LLC4,662$211K0.01%-70513F-HRTimeline
Summit Financial Wealth Advisors, LLC4,577$207K0.04%-26,81113F-HRTimeline
Qube Research & Technologies Ltd4,510$204K<0.01%new13F-HRTimeline
COMERICA BANK4,362$197K<0.01%-2,93313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,286$194K0.01%-7,37313F-HRTimelineGroup
FAS Wealth Partners, Inc.4,131$187K0.01%+2313F-HRTimeline
EP Wealth Advisors, LLC4,045$183K<0.01%+68013F-HRTimeline
AE Wealth Management LLC4,042$183K<0.01%-35313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,938$178K<0.01%-5,56913F-HRTimelineGroup
CoreCap Advisors, LLC3,931$178K0.01%-1,10913F-HRTimeline
Global Retirement Partners, LLC3,848$174K<0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC3,825$173K0.01%013F-HRTimeline
AlphaCore Capital LLC3,635$164K0.01%+3,37613F-HRTimeline
BLAIR WILLIAM & CO/IL3,581$162K<0.01%-1,09613F-HRTimeline
Aptus Capital Advisors, LLC3,384$153K<0.01%+713F-HRTimeline
Investors Research Corp3,050$138K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,007$136K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.2,673$121K0.12%-20413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,306$104K0.05%+513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,153$97.4K<0.01%-27213F-HRTimelineGroup
Golden State Wealth Management, LLC2,021$91.4K0.01%-64213F-HRTimeline
Glass Jacobson Investment Advisors llc1,903$86.1K0.03%-21213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,890$85.5K0.05%013F-HRTimeline
IFP Advisors, Inc1,747$79K<0.01%+9313F-HRTimeline
Pineridge Advisors LLC1,719$77.7K0.03%+1113F-HRTimeline
Geneos Wealth Management Inc.1,575$71.2K<0.01%-57513F-HRTimeline
WealthShield Partners, LLC1,567$70.9K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,476$66.7K0.01%+1013F-HRTimeline
Allworth Financial LP1,320$59.7K<0.01%+20113F-HRTimeline
Vermillion & White Wealth Management Gr…1,225$55.4K0.04%013F-HRTimeline
N.E.W. Advisory Services LLC1,163$52.6K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,149$51.9K<0.01%-1,27913F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,140$51.6K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,100$49.7K<0.01%013F-HRTimeline
Headlands Technologies LLC1,084$49K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,050$47.5K0.01%013F-HRTimeline
Paladin Advisory Group, LLC1,025$46.4K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,017$46K<0.01%+16913F-HRTimeline