Who owns iShares U.S. Energy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IYE from SEC Form 13F filings across 330 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 330 institutions disclosed 14.2M shares of iShares U.S. Energy ETF worth $807.7M — about 51.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
330
13F holders
$807.7M
value, 2026 filers
51.2%
of shares outstanding (14.2M sh)
45
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IYE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.8M | $100.5M | 0.0% | 6.4% | -1.5% |
| 2 | PGIM Custom Harvest LLC | 1.6M | $88.7M | 1.1% | 5.6% | +7.4% |
| 3 | BANK OF AMERICA CORP /DE/ | 1.1M | $59.4M | 0.0% | 3.8% | -31.2% |
| 4 | WELLS FARGO & COMPANY/MN | 895,697 | $50.7M | 0.0% | 3.2% | -7.7% |
| 5 | GOLDMAN SACHS GROUP INC | 735,680 | $41.6M | 0.0% | 2.6% | +1.8% |
| 6 | LPL Financial LLC | 671,026 | $38.0M | 0.0% | 2.4% | +7.2% |
| 7 | UBS Group AG | 594,593 | $33.6M | 0.0% | 2.1% | -3.0% |
| 8 | Three Seasons Wealth, LLC | 337,812 | $19.1M | 1.7% | 1.2% | +422.2% |
| 9 | ROYAL BANK OF CANADA | 325,427 | $18.4M | 0.0% | 1.2% | -16.0% |
| 10 | AMERIPRISE FINANCIAL INC | 311,726 | $17.6M | 0.0% | 1.1% | +2.5% |
| 11 | Camarda Financial Advisors, LLCNEW | 239,220 | $13.5M | 4.1% | 0.9% | new |
| 12 | MARSHALL WACE, LLP | 178,824 | $10.1M | 0.0% | 0.6% | +12.6% |
| 13 | Cetera Investment Advisers | 172,521 | $9.8M | 0.0% | 0.6% | +67.9% |
| 14 | RAYMOND JAMES FINANCIAL INC | 161,359 | $9.1M | 0.0% | 0.6% | -7.9% |
| 15 | OSAIC HOLDINGS, INC. | 138,928 | $7.9M | 0.0% | 0.5% | +16.6% |
| 16 | HighTower Advisors, LLC | 133,593 | $7.6M | 0.0% | 0.5% | +136.2% |
| 17 | Mariner, LLC | 133,367 | $7.5M | 0.0% | 0.5% | -4.4% |
| 18 | Summit Financial Consulting LLCNEW | 131,435 | $7.4M | 5.0% | 0.5% | new |
| 19 | Cambridge Investment Research Advisors, Inc. | 127,315 | $7.2M | 0.0% | 0.5% | +99.9% |
| 20 | JONES FINANCIAL COMPANIES LLLP | 123,622 | $7.1M | 0.0% | 0.4% | +12.0% |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 123,263 | $7.0M | 0.0% | 0.4% | +16.1% |
| 22 | CITADEL ADVISORS LLCNEW | 107,005 | $6.1M | 0.0% | 0.4% | new |
| 23 | CoreCap Advisors, LLC | 104,254 | $5.9M | 0.2% | 0.4% | +4086.9% |
| 24 | AMG National Trust Bank | 103,852 | $5.9M | 0.1% | 0.4% | -3.3% |
| 25 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 100,000 | $5.7M | 1.1% | 0.4% | -66.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.