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Who owns IYEWhat IYE owns — n/a

Who owns iShares U.S. Energy ETF?

Institutional ownership of IYE from SEC Form 13F filings across 211 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.

211

13F holders

$574.6M

value, 2026 filers

37.6%

of shares outstanding (10.5M sh)

27

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY1.8M$100.5M0.0%6.4%-1.5%
2BANK OF AMERICA CORP /DE/1.1M$59.4M0.0%3.8%-31.2%
3WELLS FARGO & COMPANY/MN895,697$50.7M0.0%3.2%-7.7%
4GOLDMAN SACHS GROUP INC735,680$41.6M0.0%2.6%+1.8%
5LPL Financial LLC671,026$38.0M0.0%2.4%+7.2%
6UBS Group AG594,593$33.6M0.0%2.1%-3.0%
7ROYAL BANK OF CANADA325,427$18.4M0.0%1.2%-16.0%
8AMERIPRISE FINANCIAL INC311,726$17.6M0.0%1.1%+2.5%
9Cambridge Investment Research Advisors, Inc.254,630$14,4100.0%0.9%+299.8%
10MARSHALL WACE, LLP178,824$10.1M0.0%0.6%+12.6%
11Cetera Investment Advisers172,521$9.8M0.0%0.6%+67.9%
12RAYMOND JAMES FINANCIAL INC161,359$9.1M0.0%0.6%-7.9%
13OSAIC HOLDINGS, INC.138,928$7.9M0.0%0.5%+16.6%
14HighTower Advisors, LLC133,593$7.6M0.0%0.5%+136.2%
15Mariner, LLC133,367$7.5M0.0%0.5%-4.4%
16JONES FINANCIAL COMPANIES LLLP123,622$7.1M0.0%0.4%+12.0%
17ENVESTNET ASSET MANAGEMENT INC123,263$7.0M0.0%0.4%+16.1%
18Allianz Asset Management GmbH118,650$7.7M0.0%0.4%0.0%
19CITADEL ADVISORS LLCNEW107,005$6.1M0.0%0.4%new
20COMMONWEALTH EQUITY SERVICES, LLC96,022$5.4M0.0%0.3%-6.5%
21JPMORGAN CHASE & CO86,261$4.9M0.0%0.3%-51.9%
22Banco Santander, S.A.85,978$4.9M0.0%0.3%-56.0%
23Merit Financial Group, LLC78,708$4.5M0.0%0.3%+399.8%
24NewEdge Advisors, LLC75,856$4.3M0.0%0.3%+11.8%
25MML INVESTORS SERVICES, LLC73,854$4.2M0.0%0.3%-70.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.