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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
MORGAN STANLEYin group MORGAN STANLEY1,804,044$117M0.01%-5,82913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,526,984$98.9M0.01%+551,73613F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,459,665$94.5M1.48%+7,54613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN970,814$62.9M0.01%+36,35313F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS802,696$52M0.03%+778,49813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC722,662$46.8M0.01%013F-HRTimelineGroup
LPL Financial LLC626,083$40.6M0.01%+152,26613F-HRTimeline
UBS Group AGgroup of 2 filers holding614,042$39.8M+10,618Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA387,503$25.1M<0.01%+30,33313F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd310,964$20.1M0.24%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC304,111$19.7M<0.01%-51,91113F-HR/ATimelineGroup
BRIGHT ROCK CAPITAL MANAGEMENT, LLC300,000$19.4M3.84%013F-HRTimeline
MML INVESTORS SERVICES, LLC247,020$16M0.04%+2,56013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.195,297$12.6M0.1%+25,74313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO179,406$11.8M<0.01%+103,41613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC175,143$11.3M<0.01%+22,98413F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL172,766$11.2M0.06%+155,68713F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP158,836$10.3M0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC139,511$9.04M0.01%-97613F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC133,941$8.68M4.92%new13F-HRTimeline
WealthCare Asset Management, LLC129,812$8.41M8.95%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…125,854$8.15M0.01%+77,57113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.119,189$7.72M0.01%+3,81813F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE118,650$7.68M0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP110,351$7.31M<0.01%+13,87013F-HRTimelineGroup
AE Wealth Management LLC110,703$7.17M0.04%+103,54813F-HRTimeline
AMG National Trust Bank107,358$6.95M0.15%+1,65413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC106,168$6.88M<0.01%+60,72513F-HRTimelineGroup
Cetera Investment Advisers102,779$6.66M0.01%-92813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC102,720$6.65M0.01%-23,04513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.100,189$6.49M0.01%+72,15113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding76,488$4.95M-9,528Timeline
RENAISSANCE TECHNOLOGIES LLC73,700$4.77M0.01%new13F-HRTimeline
NewEdge Advisors, LLC72,428$4.69M0.02%+32,62613F-HR/ATimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI71,700$4.64M0.04%-7,80013F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC65,203$4.22M1.85%-72113F-HRTimeline
Three Seasons Wealth, LLC64,694$4.19M1.6%new13F-HRTimeline
Cambridge Investment Research Advisors,…63,685$4.12M0.01%+30,55513F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…59,629$3.86M0.08%-14,66713F-HRTimelineGroup
HighTower Advisors, LLC56,568$3.66M<0.01%+10,38113F-HRTimeline
Gerald Baker Financial Group LLC54,438$3.53M1.12%13F-HR/ATimeline
VestGen Advisors, LLC56,629$3.46M0.1%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,986$3.37M<0.01%+46,34313F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.51,140$3.31M0.3%-37,23413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,777$3.13M0.01%+25,81213F-HRTimeline
Artesa Financial Group, LLC48,065$3.11M2.97%+2,04013F-HRTimeline
Counterweight Ventures, LLC46,335$3M1.68%+33,36713F-HRTimeline
Biondo Investment Advisors, LLC46,129$2.99M0.38%+1,61613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …45,215$2.93M0.02%+57013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,777$2.77M<0.01%+4,80913F-HRTimelineGroup
Janney Montgomery Scott LLC42,464$2.75M0.01%-3,70813F-HRTimeline
Avidian Wealth Enterprises, LLC41,586$2.69M0.09%-1,53713F-HRTimeline
Symphony Financial, Ltd. Co.39,384$2.6M0.34%new13F-HRTimeline
Steward Partners Investment Advisory, L…38,223$2.48M0.01%-2,03213F-HRTimeline
Wealthstar Advisors, LLC37,929$2.46M1.46%-15,56513F-HRTimeline
Waterloo Capital, L.P.37,534$2.43M0.17%+14413F-HRTimeline
Quantinno Capital Management LP37,277$2.41M<0.01%+2,54013F-HRTimeline
First Citizens Financial Corp35,660$2.31M1.09%-913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,983$2.27M<0.01%+1,30913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.34,488$2.23M<0.01%+4,59513F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC34,082$2.21M1.03%new13F-HRTimeline
AK GLOBAL ASSET MANAGEMENT, LLC18,522$2.19M2.06%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,881$2.06M<0.01%+16,49913F-HRTimelineGroup
Creative Planningin group Creative Planning29,743$1.93M<0.01%+1,73713F-HRTimelineGroup
Crestwood Advisors Group, LLC29,342$1.9M0.03%-9613F-HRTimeline
Foundation Wealth Management, LLC27,516$1.78M1.2%-32913F-HRTimeline
Apeiron RIA LLC27,469$1.78M0.41%new13F-HRTimeline
Heartwood Wealth Advisors LLC26,403$1.71M0.15%+7,60913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,185$1.7M<0.01%-42013F-HRTimeline
Headlands Technologies LLC24,897$1.61M0.18%new13F-HRTimeline
Ballew Advisors, Inc25,709$1.56M0.88%-65313F-HRTimeline
Mutual Advisors, LLC23,859$1.55M0.03%+2213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC23,562$1.53M0.02%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC24,112$1.52M0.03%013F-HRTimeline
Csenge Advisory Group23,144$1.5M0.07%-1,14113F-HRTimeline
IHT Wealth Management, LLC22,843$1.48M0.03%-14913F-HRTimeline
ROCKLAND TRUST CO22,566$1.46M0.06%-84313F-HRTimeline
Sanctuary Advisors, LLC22,235$1.44M0.01%-2,51113F-HRTimeline
OneDigital Investment Advisors LLC21,775$1.41M0.01%-1,54113F-HRTimeline
Private Advisor Group, LLC21,757$1.41M0.01%-50513F-HRTimeline
Wealth Management Partners, LLC21,647$1.4M0.4%-713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP39,681$1.39M<0.01%-70913F-HRTimelineGroup
Asempa Wealth Advisors21,904$1.37M1.19%-513F-HRTimeline
Commonwealth Retirement Investments LLC20,141$1.3M0.4%-3,66413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC19,966$1.29M0.91%-23413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd19,552$1.27M0.02%+7,71713F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC17,773$1.14M0.14%+2,63213F-HRTimeline
Prospera Financial Services Inc17,607$1.14M0.02%-2113F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC17,432$1.13M0.4%new13F-HRTimeline
Beacon Pointe Advisors, LLC17,366$1.12M0.01%+1,80613F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,717$1.08M0.04%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC16,509$1.07M0.33%new13F-HRTimeline
CWM, LLCin group CWM, LLC16,376$1.06M<0.01%-54913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,087$1.04M<0.01%-2,01813F-HRTimelineGroup
Merit Financial Group, LLC15,749$1.02M0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,435$1000K<0.01%+5,55913F-HRTimelineGroup
Arkadios Wealth Advisors15,155$982K0.02%+2,13313F-HRTimeline
Ironwood Financial, llc15,072$976K0.17%-313F-HRTimeline
Ethos Financial Group, LLC20,472$973K0.07%013F-HRTimeline
KKM Financial LLC19,268$916K0.16%013F-HRTimeline
Blue Trust, Inc.13,716$888K0.01%+3013F-HRTimeline
Grove Bank & Trust13,608$881K0.1%013F-HRTimeline
DAVENPORT & Co LLC13,276$860K<0.01%-15513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,129$859K0.05%+413F-HR/ATimeline
Strategic Blueprint, LLC12,770$827K0.05%-1,51213F-HRTimeline
Tradition Wealth Management, LLC12,704$823K0.06%013F-HRTimeline
Farther Finance Advisors, LLC13,079$817K0.01%+1,37613F-HRTimeline
NAVELLIER & ASSOCIATES INC12,197$790K0.08%-5,50413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,043$780K0.02%-1,24913F-HRTimelineGroup
Northwest Wealth Advisors, LLC11,996$777K0.55%+32913F-HRTimeline
PFG Advisors11,757$761K0.04%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,700$758K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC11,694$757K0.01%+4,43813F-HRTimeline
Concord Investment Counsel Inc.10,857$703K0.24%+2,68413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,702$693K<0.01%-11,56913F-HRTimelineGroup
Financial Partners Group, Inc10,576$685K0.08%+14213F-HRTimeline
Empirical Asset Management, LLC10,245$664K0.18%+51713F-HRTimeline
Retirement Planning Group, LLC10,047$651K0.02%-80413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise10,000$648K0.02%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC9,969$646K0.02%-2,24613F-HRTimeline
Astoria Portfolio Advisors LLC.10,635$641K0.14%new13F-HRTimeline
Kesler, Norman & Wride, LLC9,707$629K0.11%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,592$621K0.02%-7513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,462$613K<0.01%+56813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,215$597K+8,815Timeline
CrossGen Wealth, LLC9,185$595K0.52%+5113F-HRTimeline
Cadent Capital Advisors, LLC9,023$584K0.15%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,974$581K0.08%013F-HRTimeline
Meridian Wealth Management, LLC8,882$575K0.02%+1,20713F-HRTimeline
Narwhal Capital Management8,825$572K0.04%013F-HRTimeline
Simmons Bankin group Simmons Bank8,741$566K0.04%-37513F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management8,734$566K<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,450$547K0.01%+1,17713F-HRTimelineGroup
Lifestyle Asset Management, Inc.8,360$541K0.18%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,339$540K<0.01%-94313F-HRTimelineGroup
MCF Advisors LLC8,336$540K0.02%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,285$537K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,155$532K<0.01%+1,26113F-HRTimelineGroup
TRUE Private Wealth Advisors8,206$532K0.05%-2,49413F-HRTimeline
Yukon Wealth Management, Inc.8,202$531K0.32%+213F-HRTimeline
Integrated Wealth Concepts LLC8,188$530K<0.01%new13F-HRTimeline
Curi Capital, LLC8,146$528K0.01%013F-HRTimeline
FMR LLCin group FMR LLC8,121$526K<0.01%+1,57113F-HRTimelineGroup
Magnus Financial Group LLC7,996$518K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,979$517K<0.01%-3413F-HRTimelineGroup
Symphony Financial Services, Inc.7,929$514K0.26%+50213F-HRTimeline
AlphaCore Capital LLC7,770$503K0.01%-2,08713F-HRTimeline
Asset One Wealth Management LLC8,417$499K0.06%+75413F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.7,691$498K0.06%-6813F-HRTimeline
Chicago Partners Investment Group LLC8,000$480K0.01%+1,99913F-HRTimeline
Capital Investment Advisors, LLC7,340$475K0.01%+913F-HR/ATimeline
Mayflower Financial Advisors, LLC7,229$468K0.06%-2713F-HRTimeline
Dakota Wealth Management7,148$463K0.01%new13F-HR/ATimeline
RWA WEALTH PARTNERS, LLC7,100$460K0.01%013F-HRTimeline
Chemistry Wealth Management LLC6,976$452K0.08%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,950$450K0.16%013F-HRTimeline
Clearwave Capital, LLC6,941$450K0.31%+1713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,916$448K0.02%+31813F-HRTimelineGroup
Cresset Asset Management, LLC6,900$447K<0.01%+10213F-HRTimeline
Lakeshore Capital Group, Inc.6,865$445K0.36%-5513F-HRTimeline
Millennium Capital Advisors, LLC6,830$442K0.27%+213F-HRTimeline
Bernardo Wealth Planning LLC6,827$442K0.09%-51913F-HRTimeline
Kilter Group LLC6,657$431K0.19%013F-HRTimeline
Atria Investments, Inc6,525$423K<0.01%-1,54013F-HRTimeline
Pekin Hardy Strauss, Inc.6,415$416K0.04%-11013F-HRTimeline
Sigma Planning Corp6,100$395K0.01%-2713F-HRTimeline
APPLETON PARTNERS INC/MA6,089$394K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,017$390K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management5,958$386K0.01%+2613F-HRTimelineGroup
Qube Research & Technologies Ltd5,949$385K<0.01%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA5,844$383K0.01%-2,43013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC5,888$381K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,854$379K0.03%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,775$374K<0.01%-76513F-HRTimeline
EVOKE WEALTH, LLC5,762$373K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,736$371K<0.01%+1,36013F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC5,715$370K0.05%013F-HRTimeline
Adirondack Capital Advisors, LLC5,700$369K0.24%013F-HRTimeline
PROMETHIUM ADVISORS,LLC5,670$367K0.19%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,567$361K<0.01%new13F-HRTimelineGroup
Next Capital Management LLC5,500$356K0.11%013F-HRTimeline
Sunbelt Securities, Inc.5,489$356K0.02%-2,13013F-HRTimeline
D.A. DAVIDSON & CO.5,268$341K<0.01%-57213F-HRTimeline
EP Wealth Advisors, LLC5,182$336K<0.01%-9613F-HRTimeline
Kraft, Davis & Associates, LLC5,315$335K0.07%013F-HRTimeline
Legacy Wealth Partners, LLC5,178$335K0.08%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,068$328K<0.01%+3413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,025$325K0.01%-82013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO5,000$324K0.01%013F-HRTimeline
Global Financial Private Client, LLC4,968$322K0.11%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,938$320K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC4,925$319K0.01%013F-HRTimeline
Allegheny Financial Group4,922$319K0.04%-28113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,833$313K<0.01%new13F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd4,778$309K0.01%new13F-HRTimeline
Fisher Asset Management, LLC4,774$309K<0.01%new13F-HRTimeline
Independent Advisor Alliance4,502$292K<0.01%new13F-HRTimeline
Valmark Advisers, Inc.4,485$291K<0.01%+9213F-HRTimeline
Daybright Advisory Services, Inc.4,474$290K0.08%+1613F-HRTimeline
EQ LLC4,462$289K0.08%-1,57413F-HRTimeline