ISHARES U.S. ENERGY ETF (IYE) Institutional Shareholders
ISHARES U.S. ENERGY ETF (IYE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $962.87M in IYE holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IYE tracked by InsiderSet, reporting ownership valued at approximately $116.85M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $113.91M, representing an estimated loss of -2.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed IYE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Pgim Custom Harvest Llc, and several other long-term asset managers with concentrated positions in ISHARES U.S. ENERGY ETF (IYE).
This page ranks the largest institutional IYE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
318
Total Reported Value
$962.87M
Largest Holder
Morgan Stanley
Largest Position
$116.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 1,804,044 | $116,847,979 | $113,907,338 | -$2,940,641 | -2.52% | |
| Bank Of America Corp | 0.01% | 1,526,984 | $98,902,738 | $96,413,770 | -$2,488,968 | -2.52% | |
| Pgim Custom Harvest Llc | 1.48% | 1,459,665 | $94,542,470 | $92,163,248 | -$2,379,222 | -2.52% | |
| Wells Fargo & Company/Mn | 0.01% | 970,814 | $62,879,617 | $61,297,196 | -$1,582,421 | -2.52% | |
| Bnp Paribas Financial Markets | 0.03% | 802,696 | $51,990,620 | $50,682,225 | -$1,308,395 | -2.52% | |
| Goldman Sachs Group Inc | 0.01% | 722,662 | $46,806,818 | $45,628,879 | -$1,177,939 | -2.52% | |
| Lpl Financial Llc | 0.01% | 626,083 | $40,551,408 | $39,530,881 | -$1,020,527 | -2.52% | |
| Ubs Group Ag | 0.01% | 612,860 | $39,694,942 | $38,695,980 | -$998,962 | -2.52% | |
| Royal Bank Of Canada | 0.00% | 387,503 | $25,100,000 | $24,466,939 | -$633,061 | -2.52% | |
| Quadrature Capital Ltd | 0.24% | 310,964 | $20,141,138 | $19,634,267 | -$506,871 | -2.52% | |
| Ameriprise Financial Inc | 0.00% | 304,111 | $19,721,482 | $19,201,569 | -$519,913 | -2.64% | |
| Mml Investors Services, Llc | 0.04% | 247,020 | $15,999,477 | $15,596,843 | -$402,634 | -2.52% | |
| Raymond James Financial Inc | 0.00% | 175,143 | $11,344,012 | $11,058,529 | -$285,483 | -2.52% | |
| Tudor Investment Corp Et Al | 0.06% | 172,766 | $11,190,054 | $10,908,445 | -$281,609 | -2.52% | |
| Marshall Wace, Llp | 0.01% | 158,836 | $10,287,808 | $10,028,905 | -$258,903 | -2.52% | |
| Mariner, Llc | 0.01% | 139,511 | $9,036,122 | $8,808,725 | -$227,397 | -2.52% | |
| Rps Advisory Solutions Llc | 4.92% | 133,941 | $8,675,359 | $8,457,035 | -$218,324 | -2.52% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 125,854 | $8,151,558 | $7,946,422 | -$205,136 | -2.52% | |
| Osaic Holdings, Inc. | 0.01% | 119,189 | $7,724,445 | $7,525,593 | -$198,852 | -2.57% | |
| Allianz Asset Management Gmbh | 0.01% | 118,650 | $7,684,961 | $7,491,561 | -$193,400 | -2.52% | |
| Jones Financial Companies Lllp | 0.00% | 110,351 | $7,305,239 | $6,967,562 | -$337,677 | -4.62% | |
| Ae Wealth Management Llc | 0.04% | 110,703 | $7,170,266 | $6,989,787 | -$180,479 | -2.52% | |
| Amg National Trust Bank | 0.15% | 107,358 | $6,953,580 | $6,778,584 | -$174,996 | -2.52% | |
| Envestnet Asset Management Inc | 0.00% | 106,168 | $6,876,508 | $6,703,448 | -$173,060 | -2.52% | |
| Cetera Investment Advisers | 0.01% | 102,779 | $6,656,978 | $6,489,466 | -$167,512 | -2.52% | |
| Baird Financial Group, Inc. | 0.01% | 100,189 | $6,489,242 | $6,325,933 | -$163,309 | -2.52% | |
| Corecap Advisors, Llc | 0.17% | 104,254 | $5,899,734 | $6,582,598 | +$682,864 | +11.57% | |
| Bright Rock Capital Management, Llc | 1.13% | 100,000 | $5,659,000 | $6,314,000 | +$655,000 | +11.57% | |
| Commonwealth Equity Services, Llc | 0.01% | 96,022 | $5,433,890 | $6,062,829 | +$628,939 | +11.57% | |
| Banco Santander, S.A. | 0.03% | 85,978 | $4,865,495 | $5,428,651 | +$563,156 | +11.57% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 73,700 | $4,773,549 | $4,653,418 | -$120,131 | -2.52% |
| Zurich Insurance Group Ltd/Fi | 0.04% | 71,700 | $4,644,009 | $4,527,138 | -$116,871 | -2.52% | |
| Three Seasons Wealth, Llc | 1.60% | 64,694 | $4,190,230 | $4,084,779 | -$105,451 | -2.52% | |
| Sumitomo Mitsui Financial Group, Inc. | 0.08% | 59,629 | $3,862,170 | $3,764,975 | -$97,195 | -2.52% | |
| Truist Financial Corp | 0.00% | 67,450 | $3,816,969 | $4,258,793 | +$441,824 | +11.58% | |
| Hightower Advisors, Llc | 0.00% | 56,568 | $3,663,738 | $3,571,704 | -$92,034 | -2.51% | |
| Kestra Advisory Services, Llc | 0.01% | 63,448 | $3,590,508 | $4,006,107 | +$415,599 | +11.57% | |
| Vestgen Advisors, Llc | 0.10% | 56,629 | $3,455,502 | $3,575,555 | +$120,053 | +3.47% | |
| Susquehanna International Group, Llp | 0.00% | 51,986 | $3,367,133 | $3,282,396 | -$84,737 | -2.52% | |
| Hilltop Holdings Inc. | 0.30% | 51,140 | $3,312,332 | $3,228,980 | -$83,352 | -2.52% | |
| J.W. Cole Advisors, Inc. | 0.05% | 56,210 | $3,180,938 | $3,549,099 | +$368,161 | +11.57% | |
| Ak Global Asset Management, Llc | 2.61% | 18,832 | $3,080,539 | $1,189,052 | -$1,891,487 | -61.40% | |
| Biondo Investment Advisors, Llc | 0.38% | 46,129 | $2,987,775 | $2,912,585 | -$75,190 | -2.52% | |
| Pinnacle Financial Partners, Inc. | 0.02% | 45,215 | $2,928,769 | $2,854,875 | -$73,894 | -2.52% | |
| Gerald Baker Financial Group Llc | 1.10% | 61,276 | $2,792,357 | $3,868,967 | +$1,076,610 | +38.56% | |
| Stifel Financial Corp | 0.00% | 42,777 | $2,770,638 | $2,700,940 | -$69,698 | -2.52% | |
| Artesa Financial Group, Llc | 2.34% | 48,308 | $2,733,723 | $3,050,167 | +$316,444 | +11.58% | |
| Symphony Financial, Ltd. Co. | 0.34% | 39,384 | $2,601,313 | $2,486,706 | -$114,607 | -4.41% | |
| Counterweight Ventures, Llc | 1.29% | 45,886 | $2,596,689 | $2,897,242 | +$300,553 | +11.57% | |
| Forte Asset Management Llc | 1.06% | 45,786 | $2,591,039 | $2,890,928 | +$299,889 | +11.57% |
Frequently asked questions about IYE
Who owns the most IYE stock?
The largest holders of IYE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES U.S. ENERGY ETF (IYE).
Is IYE widely held by superinvestors?
Many widely followed stocks like IYE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.