IYE Institutional Ownership & Shareholders
ISHARES U.S. ENERGY ETF (IYE) is currently held by 323 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $795.56M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IYE tracked by InsiderSet, reporting ownership valued at approximately $100.51M in its June 30, 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 $131.10M, representing an estimated gain of +30.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed IYE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Pgim Custom Harvest Llc, Bank Of America Corp, 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
323
Total Reported Value
$795.56M
Largest Holder
Morgan Stanley
Largest Position
$100.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
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% | 1,776,177 | $100,513,953 | $131,099,624 | +$30,585,671 | +30.43% | |
| Pgim Custom Harvest Llc | 1.11% | 1,567,303 | $88,693,675 | $115,682,634 | +$26,988,959 | +30.43% | |
| Bank Of America Corp | 0.00% | 1,050,052 | $59,422,453 | $77,504,338 | +$18,081,885 | +30.43% | |
| Wells Fargo & Company/Mn | 0.01% | 895,697 | $50,687,501 | $66,111,396 | +$15,423,895 | +30.43% | |
| Goldman Sachs Group Inc | 0.00% | 735,680 | $41,632,131 | $54,300,541 | +$12,668,410 | +30.43% | |
| Lpl Financial Llc | 0.01% | 671,026 | $37,973,338 | $49,528,429 | +$11,555,091 | +30.43% | |
| Ubs Group Ag | 0.01% | 594,593 | $33,648,017 | $43,886,909 | +$10,238,892 | +30.43% | |
| Three Seasons Wealth, Llc | 1.74% | 337,812 | $19,116,781 | $24,933,904 | +$5,817,123 | +30.43% | |
| Royal Bank Of Canada | 0.00% | 325,427 | $18,417,000 | $24,019,767 | +$5,602,767 | +30.42% | |
| Ameriprise Financial Inc | 0.00% | 311,726 | $17,641,994 | $23,008,496 | +$5,366,502 | +30.42% | |
| Camarda Financial Advisors, Llc | 4.10% | 239,220 | $13,537,460 | $17,656,828 | +$4,119,368 | +30.43% | |
| Marshall Wace, Llp | 0.01% | 178,824 | $10,119,650 | $13,198,999 | +$3,079,349 | +30.43% | |
| Cetera Investment Advisers | 0.01% | 172,521 | $9,762,928 | $12,733,775 | +$2,970,847 | +30.43% | |
| Raymond James Financial Inc | 0.00% | 161,359 | $9,131,311 | $11,909,908 | +$2,778,597 | +30.43% | |
| Summit Financial Consulting Llc | 6.44% | 135,494 | $8,780,011 | $10,000,812 | +$1,220,801 | +13.90% | |
| Osaic Holdings, Inc. | 0.01% | 138,928 | $7,865,614 | $10,254,276 | +$2,388,662 | +30.37% | |
| Mariner, Llc | 0.01% | 133,367 | $7,547,239 | $9,843,818 | +$2,296,579 | +30.43% | |
| Jones Financial Companies Lllp | 0.00% | 123,622 | $7,073,658 | $9,124,540 | +$2,050,882 | +28.99% | |
| Envestnet Asset Management Inc | 0.00% | 123,263 | $6,975,448 | $9,098,042 | +$2,122,594 | +30.43% | |
| Bright Rock Capital Management, Llc | 1.22% | 100,000 | $6,480,000 | $7,381,000 | +$901,000 | +13.90% | |
| Commonwealth Equity Services, Llc | 0.01% | 94,124 | $6,099,250 | $6,947,292 | +$848,042 | +13.90% | |
| Citadel Advisors Llc | 0.00% | 107,005 | $6,055,413 | $7,898,039 | +$1,842,626 | +30.43% | |
| Amg National Trust Bank | 0.12% | 103,852 | $5,876,986 | $7,665,316 | +$1,788,330 | +30.43% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 73,221 | $5,029,550 | $5,404,442 | +$374,892 | +7.45% | |
| Jpmorgan Chase & Co | 0.00% | 86,261 | $4,914,318 | $6,366,924 | +$1,452,606 | +29.56% | |
| Banco Santander, S.A. | 0.03% | 85,978 | $4,865,495 | $6,346,036 | +$1,480,541 | +30.43% | |
| Kestra Advisory Services, Llc | 0.01% | 72,287 | $4,684,169 | $5,335,503 | +$651,334 | +13.91% | |
| Truist Financial Corp | 0.01% | 69,984 | $4,534,961 | $5,165,519 | +$630,558 | +13.90% | |
| Newedge Advisors, Llc | 0.01% | 75,856 | $4,292,673 | $5,598,931 | +$1,306,258 | +30.43% | |
| Mml Investors Services, Llc | 0.01% | 73,854 | $4,179,393 | $5,451,164 | +$1,271,771 | +30.43% | |
| Zurich Insurance Group Ltd/Fi | 0.03% | 71,700 | $4,057,503 | $5,292,177 | +$1,234,674 | +30.43% | |
| Advisortrust Partners, Llc | 1.12% | 54,867 | $3,555,412 | $4,049,733 | +$494,321 | +13.90% | |
| Gerald Baker Financial Group Llc | 0.98% | 53,341 | $3,456,517 | $3,937,099 | +$480,582 | +13.90% | |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | 56,691 | $3,208,144 | $4,184,363 | +$976,219 | +30.43% | |
| Ak Global Asset Management, Llc | 2.49% | 18,832 | $3,183,361 | $1,389,990 | -$1,793,371 | -56.34% | |
| J.W. Cole Advisors, Inc. | 0.05% | 56,210 | $3,180,938 | $4,148,860 | +$967,922 | +30.43% | |
| Artesa Financial Group, Llc | 2.53% | 48,413 | $3,137,193 | $3,573,364 | +$436,171 | +13.90% | |
| Blackrock, Inc. | 0.00% | 54,785 | $3,100,283 | $4,043,681 | +$943,398 | +30.43% | |
| D. E. Shaw & Co., Inc. | 0.00% | 53,335 | $3,018,228 | $3,936,656 | +$918,428 | +30.43% | |
| Hilltop Holdings Inc. | 0.24% | 53,256 | $3,013,752 | $3,930,825 | +$917,073 | +30.43% | |
| Tudor Investment Corp Et Al | 0.01% | 48,862 | $2,765,101 | $3,606,504 | +$841,403 | +30.43% | |
| Qube Research & Technologies Ltd | 0.00% | 48,772 | $2,760,007 | $3,599,861 | +$839,854 | +30.43% | |
| Avidian Wealth Enterprises, Llc | 0.08% | 42,501 | $2,754,061 | $3,136,999 | +$382,938 | +13.90% | |
| Biondo Investment Advisors, Llc | 0.33% | 47,234 | $2,672,972 | $3,486,342 | +$813,370 | +30.43% | |
| Counterweight Ventures, Llc | 1.29% | 45,886 | $2,596,689 | $3,386,846 | +$790,157 | +30.43% | |
| Janney Montgomery Scott Llc | 0.01% | 45,641 | $2,583,000 | $3,368,762 | +$785,762 | +30.42% | |
| Pinnacle Financial Partners, Inc. | 0.02% | 45,030 | $2,548,248 | $3,323,664 | +$775,416 | +30.43% | |
| Flow Traders U.S. Llc | 0.10% | 41,234 | $2,333,000 | $3,043,482 | +$710,482 | +30.45% | |
| Centaurus Financial, Inc. | 0.09% | 40,973 | $2,319,000 | $3,024,217 | +$705,217 | +30.41% | |
| Allianz Asset Management Gmbh | 0.00% | 40,940 | $2,316,795 | $3,021,781 | +$704,986 | +30.43% |
Frequently asked questions about IYE
Who are the largest institutional holders of IYE?
The largest institutional holders of IYE reported in the latest SEC Form 13F filings include Morgan Stanley, Pgim Custom Harvest Llc, Bank Of America Corp, Wells Fargo & Company/Mn, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported IYE position.
What is IYE institutional ownership?
This page tracks IYE positions reported by institutional investment managers through SEC Form 13F. ISHARES U.S. ENERGY ETF (IYE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IYE?
InsiderSet currently tracks 323 institutional managers reporting IYE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IYE shareholders.
How much IYE stock do institutions own?
Institutional investment managers disclosed approximately $795.56M in IYE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IYE institutional ownership last updated?
The latest IYE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IYE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IYE position after the reporting date.
Are institutions buying or selling IYE?
Institutional buying and selling can be analyzed by comparing IYE positions across consecutive 13F reporting periods. InsiderSet's IYE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYE ownership changes.
How has IYE institutional ownership changed over time?
InsiderSet tracks IYE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.