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Disclosery

IYE ISHARES TR

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U.S. ENERGY ETF (fund)

Filings received so far for Q3 2026: 29 13F filers report a position in IYE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
BRIGHT ROCK CAPITAL MANAGEMENT, LLC100,000$6.48M1.22%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…73,221$5.03M0.01%+30,17313F-HRTimeline
Gerald Baker Financial Group LLC53,341$3.46M0.98%-18013F-HRTimeline
Avidian Wealth Enterprises, LLC42,501$2.75M0.08%+16113F-HRTimeline
First Citizens Financial Corp35,451$2.3M0.97%-18513F-HRTimeline
Heartwood Wealth Advisors LLC28,267$1.83M0.14%-45513F-HRTimeline
FORTE ASSET MANAGEMENT LLC26,570$1.72M0.69%-19,21613F-HRTimeline
Ballew Advisors, Inc23,960$1.59M0.79%-1,73113F-HRTimeline
ROCKLAND TRUST CO22,327$1.45M0.06%-23913F-HRTimeline
Asempa Wealth Advisors20,674$1.36M1.06%-1,68213F-HRTimeline
Grove Bank & Trust13,608$882K0.09%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,159$853K0.02%+4,06613F-HRTimelineGroup
DAVENPORT & Co LLC11,675$757K<0.01%-1,59813F-HRTimeline
Farther Finance Advisors, LLC8,761$568K<0.01%-5,00213F-HRTimeline
Adirondack Capital Advisors, LLC6,060$393K0.2%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,708$370K0.01%new13F-HRTimeline
Councilor Wealth, LLC4,237$275K0.11%+1813F-HRTimeline
Rosenberg Matthew Hamilton4,236$274K0.05%-713F-HRTimeline
Montecito Bank & Trust4,126$267K0.04%+30013F-HRTimeline
Sprinkle Financial Consultants LLC3,535$229K0.09%new13F-HRTimeline
Investors Research Corp3,050$198K0.03%013F-HRTimeline
CoreCap Advisors, LLC2,667$173K<0.01%-101,58713F-HRTimeline
CX Institutional239$15K<0.01%+213F-HRTimeline
GAMMA Investing LLC209$13.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc128$8.3K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC112$7.24K<0.01%+813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC69$4.47K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.45$2.92K<0.01%-9413F-HRTimelineGroup
Retirement Wealth Solutions LLC13$821<0.01%-213F-HRTimeline