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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $784.82M 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 $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 $120.14M, representing an estimated gain of +19.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
320
Total Reported Value
$784.82M
Largest Holder
Morgan Stanley
Largest Position
$100.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
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 | $120,140,612 | +$19,626,659 | +19.53% | |
| Pgim Custom Harvest Llc | 1.11% | 1,567,303 | $88,693,675 | $106,012,375 | +$17,318,700 | +19.53% | |
| Bank Of America Corp | 0.00% | 1,050,052 | $59,422,453 | $71,025,517 | +$11,603,064 | +19.53% | |
| Wells Fargo & Company/Mn | 0.01% | 895,697 | $50,687,501 | $60,584,945 | +$9,897,444 | +19.53% | |
| Goldman Sachs Group Inc | 0.00% | 735,680 | $41,632,131 | $49,761,395 | +$8,129,264 | +19.53% | |
| Lpl Financial Llc | 0.01% | 671,026 | $37,973,338 | $45,388,199 | +$7,414,861 | +19.53% | |
| Ubs Group Ag | 0.01% | 594,593 | $33,648,017 | $40,218,271 | +$6,570,254 | +19.53% | |
| Three Seasons Wealth, Llc | 1.74% | 337,812 | $19,116,781 | $22,849,604 | +$3,732,823 | +19.53% | |
| Royal Bank Of Canada | 0.00% | 325,427 | $18,417,000 | $22,011,882 | +$3,594,882 | +19.52% | |
| Ameriprise Financial Inc | 0.00% | 311,726 | $17,641,994 | $21,085,147 | +$3,443,153 | +19.52% | |
| Camarda Financial Advisors, Llc | 4.10% | 239,220 | $13,537,460 | $16,180,841 | +$2,643,381 | +19.53% | |
| Marshall Wace, Llp | 0.01% | 178,824 | $10,119,650 | $12,095,655 | +$1,976,005 | +19.53% | |
| Cetera Investment Advisers | 0.01% | 172,521 | $9,762,928 | $11,669,320 | +$1,906,392 | +19.53% | |
| Raymond James Financial Inc | 0.00% | 161,359 | $9,131,311 | $10,914,323 | +$1,783,012 | +19.53% | |
| Osaic Holdings, Inc. | 0.01% | 138,928 | $7,865,614 | $9,397,090 | +$1,531,476 | +19.47% | |
| Mariner, Llc | 0.01% | 133,367 | $7,547,239 | $9,020,944 | +$1,473,705 | +19.53% | |
| Summit Financial Consulting Llc | 5.05% | 131,435 | $7,437,907 | $8,890,263 | +$1,452,356 | +19.53% | |
| Jones Financial Companies Lllp | 0.00% | 123,622 | $7,073,658 | $8,361,792 | +$1,288,134 | +18.21% | |
| Envestnet Asset Management Inc | 0.00% | 123,263 | $6,975,448 | $8,337,509 | +$1,362,061 | +19.53% | |
| Citadel Advisors Llc | 0.00% | 107,005 | $6,055,413 | $7,237,818 | +$1,182,405 | +19.53% | |
| Corecap Advisors, Llc | 0.17% | 104,254 | $5,899,734 | $7,051,741 | +$1,152,007 | +19.53% | |
| Amg National Trust Bank | 0.12% | 103,852 | $5,876,986 | $7,024,549 | +$1,147,563 | +19.53% | |
| Bright Rock Capital Management, Llc | 1.13% | 100,000 | $5,659,000 | $6,764,000 | +$1,105,000 | +19.53% | |
| Commonwealth Equity Services, Llc | 0.01% | 96,022 | $5,433,890 | $6,494,928 | +$1,061,038 | +19.53% | |
| Jpmorgan Chase & Co | 0.00% | 86,261 | $4,914,318 | $5,834,694 | +$920,376 | +18.73% | |
| Banco Santander, S.A. | 0.03% | 85,978 | $4,865,495 | $5,815,552 | +$950,057 | +19.53% | |
| Newedge Advisors, Llc | 0.01% | 75,856 | $4,292,673 | $5,130,900 | +$838,227 | +19.53% | |
| Mml Investors Services, Llc | 0.01% | 73,854 | $4,179,393 | $4,995,485 | +$816,092 | +19.53% | |
| Zurich Insurance Group Ltd/Fi | 0.03% | 71,700 | $4,057,503 | $4,849,788 | +$792,285 | +19.53% | |
| Truist Financial Corp | 0.00% | 67,450 | $3,816,969 | $4,562,318 | +$745,349 | +19.53% | |
| Kestra Advisory Services, Llc | 0.01% | 63,448 | $3,590,508 | $4,291,623 | +$701,115 | +19.53% | |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | 56,691 | $3,208,144 | $3,834,579 | +$626,435 | +19.53% | |
| J.W. Cole Advisors, Inc. | 0.05% | 56,210 | $3,180,938 | $3,802,044 | +$621,106 | +19.53% | |
| Blackrock, Inc. | 0.00% | 54,785 | $3,100,283 | $3,705,657 | +$605,374 | +19.53% | |
| Ak Global Asset Management, Llc | 2.61% | 18,832 | $3,080,539 | $1,273,796 | -$1,806,743 | -58.65% | |
| Advisortrust Partners, Llc | 1.04% | 53,884 | $3,049,296 | $3,644,714 | +$595,418 | +19.53% | |
| Gerald Baker Financial Group Llc | 0.86% | 53,521 | $3,028,777 | $3,620,160 | +$591,383 | +19.53% | |
| D. E. Shaw & Co., Inc. | 0.00% | 53,335 | $3,018,228 | $3,607,579 | +$589,351 | +19.53% | |
| Hilltop Holdings Inc. | 0.24% | 53,256 | $3,013,752 | $3,602,236 | +$588,484 | +19.53% | |
| Tudor Investment Corp Et Al | 0.01% | 48,862 | $2,765,101 | $3,305,026 | +$539,925 | +19.53% | |
| Qube Research & Technologies Ltd | 0.00% | 48,772 | $2,760,007 | $3,298,938 | +$538,931 | +19.53% | |
| Artesa Financial Group, Llc | 2.34% | 48,308 | $2,733,723 | $3,267,553 | +$533,830 | +19.53% | |
| Biondo Investment Advisors, Llc | 0.33% | 47,234 | $2,672,972 | $3,194,908 | +$521,936 | +19.53% | |
| Counterweight Ventures, Llc | 1.29% | 45,886 | $2,596,689 | $3,103,729 | +$507,040 | +19.53% | |
| Forte Asset Management Llc | 1.06% | 45,786 | $2,591,039 | $3,096,965 | +$505,926 | +19.53% | |
| Janney Montgomery Scott Llc | 0.01% | 45,641 | $2,583,000 | $3,087,157 | +$504,157 | +19.52% | |
| Pinnacle Financial Partners, Inc. | 0.02% | 45,030 | $2,548,248 | $3,045,829 | +$497,581 | +19.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 43,048 | $2,522,603 | $2,911,767 | +$389,164 | +15.43% | |
| Avidian Wealth Enterprises, Llc | 0.07% | 42,340 | $2,396,039 | $2,863,878 | +$467,839 | +19.53% | |
| Flow Traders U.S. Llc | 0.10% | 41,234 | $2,333,000 | $2,789,068 | +$456,068 | +19.55% |
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.