Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / U.S. ENERGY ETF
-
Number of holders
-
175
-
Total 13F shares, excl. options
-
7.87M
-
Shares change
-
-2.3M
-
Total reported value, excl. options
-
$245M
-
Value change
-
-$81.6M
-
Put/Call ratio
-
0
-
Number of buys
-
65
-
Number of sells
-
-111
-
Price
-
$31.16
Significant Holders of ISHARES TR - U.S. ENERGY ETF (IYE) as of Q4 2018
224 filings reported holding IYE - ISHARES TR - U.S. ENERGY ETF as of Q4 2018.
ISHARES TR - U.S. ENERGY ETF (IYE) has 175 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.87M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.46M shares), BANK OF AMERICA CORP /DE/ (1.3M shares), UBS Group AG (579K shares), LPL Financial LLC (325K shares), WELLS FARGO & COMPANY/MN (309K shares), Estate Counselors, LLC (300K shares), COMMONWEALTH EQUITY SERVICES, LLC (196K shares), AMG National Trust Bank (181K shares), ROYAL BANK OF CANADA (168K shares), and FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (149K shares).
This table shows the top 175 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.