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Disclosery

IYE ISHARES TR

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U.S. ENERGY ETF (fund)

272 managers (273 13F filers) reported a position in IYE shares at 2025-09-30, 12,769,189 shares in all. 27 filers opened a position and 23 filers sold out during the quarter.

Managers
272
13F filers
273
New
27
Added
70
Reduced
98
Sold out
23
Shares held by filers
12,769,189

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,903,486$90.5M0.01%-97,48413F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,446,813$68.8M1.04%-7,79913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,003,440$47.7M<0.01%-162,77213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN950,575$45.2M0.01%-17,17813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC632,296$30M<0.01%-290,36613F-HRTimelineGroup
UBS Group AGin group UBS Group AG585,971$27.8M0.01%-1,00113F-HRTimelineGroup
LPL Financial LLC573,542$27.3M0.01%-18,62113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC376,191$17.9M<0.01%+94313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA358,162$17M<0.01%-24,61613F-HRTimelineGroup
BRIGHT ROCK CAPITAL MANAGEMENT, LLC300,000$14.3M2.79%013F-HRTimeline
MML INVESTORS SERVICES, LLC266,172$12.6M0.03%+5,63613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.194,521$9.24M0.08%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC188,356$8.95M<0.01%-91613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC144,568$6.87M0.01%-5,38013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC139,257$6.62M0.01%-37,76613F-HRTimeline
Summit Financial Consulting LLC137,409$6.53M5.21%+7,49213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,080$5.94M0.01%-81613F-HRTimelineGroup
Cetera Investment Advisers114,263$5.43M0.01%-21,14113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding107,553$5.11M-15,704Timeline
AMG National Trust Bank106,830$5.08M0.12%-2,45713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85,377$4.18M<0.01%+13,50313F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.81,091$3.85M0.2%-16,36213F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI79,500$3.79M0.03%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO79,151$3.76M<0.01%-162,93913F-HR/ATimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…78,414$3.73M0.07%-4,29513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,593$3.54M<0.01%+7,94413F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC62,503$2.97M1.43%+1813F-HRTimeline
Empowered Funds, LLC58,672$2.79M0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.56,072$2.66M0.05%+2,08813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP55,055$2.62M<0.01%-13,19413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC51,657$2.45M<0.01%+4,46513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…46,154$2.19M0.06%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,941$2.18M<0.01%-14,89413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,332$2.15M<0.01%+95113F-HRTimelineGroup
Avidian Wealth Enterprises, LLC45,265$2.15M0.08%-28213F-HRTimeline
HighTower Advisors, LLC44,795$2.13M<0.01%-1,65013F-HRTimeline
Janney Montgomery Scott LLC44,535$2.12M0.01%-9,24613F-HRTimeline
SYNOVUS FINANCIAL CORP44,465$2.11M0.02%+40413F-HRTimeline
Steward Partners Investment Advisory, L…43,052$2.05M0.01%+3,07513F-HRTimeline
Biondo Investment Advisors, LLC42,610$2.02M0.25%+2,15513F-HRTimeline
Quantinno Capital Management LP40,907$1.94M0.01%+5,80413F-HRTimeline
NewEdge Advisors, LLC40,879$1.94M0.01%+80713F-HRTimeline
Waterloo Capital, L.P.37,124$1.76M0.13%+29213F-HRTimeline
Private Advisor Group, LLC36,981$1.76M0.01%+11,73113F-HRTimeline
First Citizens Financial Corp36,781$1.75M0.86%-42313F-HRTimeline
Cambridge Investment Research Advisors,…35,983$1.71M<0.01%-2,95213F-HRTimeline
Crestwood Advisors Group, LLC35,674$1.7M0.03%-142,92713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,006$1.62M<0.01%+59813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.32,877$1.56M<0.01%new13F-HRTimelineGroup
Dentgroup LLC31,743$1.51M0.97%-1,16713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.30,563$1.45M<0.01%+28,41013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV29,265$1.39M<0.01%-36,58813F-HRTimeline
Foundation Wealth Management, LLC29,071$1.38M0.88%-36213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC29,000$1.38M<0.01%+24,10013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd28,410$1.35M0.02%+2,84813F-HRTimelineGroup
Creative Planningin group Creative Planning27,997$1.33M<0.01%+1613F-HRTimelineGroup
IHT Wealth Management, LLC26,977$1.29M0.03%-3,65813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.27,027$1.28M<0.01%-4,20113F-HRTimelineGroup
Sanctuary Advisors, LLC26,927$1.28M0.01%-84913F-HR/ATimeline
Ballew Advisors, Inc27,235$1.25M0.7%-713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,956$1.19M<0.01%-13,07613F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…24,870$1.18M0.37%+23013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC24,714$1.17M0.02%013F-HRTimeline
ROCKLAND TRUST CO24,009$1.14M0.05%013F-HRTimeline
Mutual Advisors, LLC24,099$1.14M0.03%+50213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,532$1.12M<0.01%-37413F-HRTimeline
OneDigital Investment Advisors LLC23,327$1.11M0.01%-22113F-HRTimeline
Csenge Advisory Group22,996$1.09M0.05%+81413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC22,714$1.08M0.03%-10313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS22,700$1.08M<0.01%-194,84813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC22,271$1.06M<0.01%013F-HRTimelineGroup
Prospera Financial Services Inc21,203$1.01M0.02%-38,78413F-HRTimeline
Wealth Management Partners, LLC21,076$1M0.32%+33513F-HRTimeline
Ethos Financial Group, LLC20,756$986K0.08%+613F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC20,589$978K0.71%-31613F-HRTimeline
Y-Intercept (Hong Kong) Ltd19,874$944K0.02%new13F-HRTimeline
Politan Capital Management LP19,599$931K0.08%+2,39013F-HRTimeline
KKM Financial LLC19,268$916K0.29%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,589$883K<0.01%-1,13113F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,462$877K<0.01%-68113F-HRTimelineGroup
Heartwood Wealth Advisors LLC16,019$761K0.07%+54713F-HRTimeline
Ironwood Financial, llc15,398$732K0.13%+6,96013F-HRTimeline
Cubist Systematic Strategies, LLC15,154$720K0.01%new13F-HRTimeline
NAVELLIER & ASSOCIATES INC15,037$715K0.07%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC13,795$656K0.04%+613F-HRTimeline
Blue Trust, Inc.13,686$650K0.01%-27813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,637$648K0.09%+60913F-HRTimeline
Grove Bank & Trust13,608$647K0.08%+7,45013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,190$627K0.01%-25913F-HRTimelineGroup
Counterweight Ventures, LLC13,018$619K0.36%-19413F-HRTimeline
Arkadios Wealth Advisors12,817$609K0.01%+15913F-HRTimeline
Tradition Wealth Management, LLC12,703$604K0.04%-5913F-HRTimeline
Strategic Blueprint, LLC12,369$588K0.03%new13F-HRTimeline
Atria Investments, Inc12,139$577K0.01%-36113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,700$556K<0.01%-26013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,639$553K<0.01%+18913F-HRTimelineGroup
DAVENPORT & Co LLC11,075$526K<0.01%-28013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,830$515K<0.01%-112,55813F-HRTimelineGroup
TRUE Private Wealth Advisors10,699$508K0.05%-113F-HRTimeline
Chemistry Wealth Management LLC10,658$506K0.1%013F-HRTimeline
Retirement Planning Group, LLC10,639$506K0.02%+3,21013F-HRTimeline
Smartleaf Asset Management LLC10,507$504K0.03%new13F-HRTimeline
Financial Partners Group, Inc10,241$487K0.06%+513F-HRTimeline
Yukon Wealth Management, Inc.10,239$487K0.16%+413F-HRTimeline
Empirical Asset Management, LLC9,970$474K0.13%-10013F-HRTimeline
Allegheny Financial Group9,882$470K0.09%-22113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,629$458K0.01%-26013F-HRTimeline
Sunbelt Securities, Inc.9,608$457K0.03%-29,66013F-HRTimeline
HRT FINANCIAL LP9,543$453K<0.01%new13F-HRTimeline
Virtue Capital Management, LLC15,767$446K0.07%new13F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,226$438K0.03%+4,94013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,225$438K<0.01%-6413F-HRTimelineGroup
Simmons Bankin group Simmons Bank9,065$431K0.03%-313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd8,900$423K0.02%new13F-HRTimelineGroup
Narwhal Capital Management8,825$419K0.03%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,689$413K0.06%-7013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,532$405K<0.01%+4613F-HRTimelineGroup
COUNTRY CLUB BANK8,274$397K0.02%-1113F-HRTimeline
MCF Advisors LLC8,336$396K0.02%013F-HRTimeline
Concord Investment Counsel Inc.8,173$388K0.12%13F-HRTimeline
Curi Capital, LLC8,146$387K0.01%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.8,056$383K0.04%-20713F-HRTimeline
Magnus Financial Group LLC7,996$380K0.03%-20813F-HRTimeline
Integrated Wealth Concepts LLC7,857$373K<0.01%-1,41513F-HRTimeline
Meridian Wealth Management, LLC7,674$365K0.01%+13813F-HRTimeline
Capital Investment Advisors, LLC7,617$362K0.01%+25413F-HRTimeline
APPLETON PARTNERS INC/MA7,439$354K0.02%+90013F-HRTimeline
Bernardo Wealth Planning LLC7,428$353K0.07%-2313F-HRTimeline
Wealthspire Advisors, LLC7,342$349K<0.01%-26813F-HRTimeline
Millennium Capital Advisors, LLC7,325$348K0.21%-74613F-HRTimeline
Mayflower Financial Advisors, LLC7,260$345K0.04%+76613F-HRTimeline
AE Wealth Management LLC7,136$339K<0.01%+3,09413F-HRTimeline
RWA WEALTH PARTNERS, LLC7,100$337K<0.01%013F-HRTimeline
Lakeshore Capital Group, Inc.6,963$331K0.27%+413F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,950$330K0.11%013F-HRTimeline
Cresset Asset Management, LLC6,795$323K<0.01%+96213F-HR/ATimeline
Symphony Financial Services, Inc.6,725$320K0.17%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,665$317K<0.01%-10013F-HRTimeline
Kilter Group LLC6,657$316K0.15%-113F-HRTimeline
EQ LLC6,410$305K0.1%-46313F-HRTimeline
Chicago Partners Investment Group LLC6,427$299K0.01%-11113F-HRTimeline
SPC Financial, Inc.6,122$291K0.02%-20113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,014$286K0.01%-67613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management5,923$281K<0.01%+23113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management5,907$281K0.01%+49113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC5,888$280K0.01%013F-HRTimeline
Sigma Planning Corp5,833$277K0.01%-25113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,800$276K0.01%+80013F-HRTimeline
D.A. DAVIDSON & CO.5,792$275K<0.01%+713F-HRTimeline
PROMETHIUM ADVISORS,LLC5,670$269K0.15%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,715$266K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton5,546$264K0.06%-18113F-HRTimeline
Next Capital Management LLC5,500$261K0.09%013F-HRTimeline
CORA CAPITAL ADVISORS LLC5,500$261K0.11%013F-HRTimeline
Gladstone Institutional Advisory LLC5,448$259K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC5,415$257K<0.01%+27113F-HRTimelineGroup
Pekin Hardy Strauss, Inc.5,325$253K0.03%013F-HRTimeline
Kraft, Davis & Associates, LLC5,315$253K0.06%013F-HRTimeline
Gotham Asset Management, LLC5,308$252K<0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,230$249K<0.01%013F-HRTimelineGroup
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC5,071$241K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd4,987$237K<0.01%+47713F-HRTimeline
Global Financial Private Client, LLC4,968$236K0.08%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,952$235K<0.01%-32813F-HRTimelineGroup
Interchange Capital Partners, LLC4,803$228K0.04%-16213F-HRTimeline
Valmark Advisers, Inc.4,766$226K<0.01%-27513F-HRTimeline
Greenwich Wealth Management LLC4,662$222K0.01%013F-HRTimeline
Summit Financial Wealth Advisors, LLC4,577$218K0.03%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,376$208K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,324$205K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC4,318$205K<0.01%-97613F-HRTimeline
Advisory Services Network, LLC4,294$204K<0.01%-46213F-HRTimeline
Aptus Capital Advisors, LLC4,288$204K<0.01%+90413F-HRTimeline
COMERICA BANK4,259$202K<0.01%-10313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,248$202K0.02%new13F-HRTimeline
FAS Wealth Partners, Inc.4,160$198K0.01%+2913F-HRTimeline
CoreCap Advisors, LLC3,852$183K0.01%-7913F-HRTimeline
MONTAG A & ASSOCIATES INC3,825$182K0.01%013F-HRTimeline
Global Retirement Partners, LLC3,694$176K<0.01%-15413F-HRTimeline
Financial Life Planners3,682$175K0.12%new13F-HRTimeline
AlphaCore Capital LLC3,635$173K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,546$169K<0.01%-3513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,288$156K<0.01%-65013F-HRTimelineGroup
Investors Research Corp3,050$145K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2,673$127K0.12%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,484$118K<0.01%-52313F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC2,298$109K0.05%-813F-HRTimeline
Glass Jacobson Investment Advisors llc1,903$90.4K0.03%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,890$89.8K0.05%013F-HRTimeline
Golden State Wealth Management, LLC1,756$83.5K0.01%-26513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,731$82.3K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,644$78.1K<0.01%+49513F-HRTimelineGroup
Geneos Wealth Management Inc.1,575$74.8K<0.01%013F-HRTimeline
WealthShield Partners, LLC1,553$73.8K0.01%-1413F-HRTimeline
IFP Advisors, Inc1,496$71.1K<0.01%-25113F-HR/ATimeline
SOA Wealth Advisors, LLC.1,488$70.7K0.01%+1213F-HRTimeline
Allworth Financial LP1,328$63.1K<0.01%+813F-HRTimeline
Vermillion & White Wealth Management Gr…1,225$58.2K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,212$57.6K<0.01%+19513F-HRTimeline
N.E.W. Advisory Services LLC1,163$55.3K<0.01%013F-HRTimeline