Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / U.S. ENERGY ETF
-
Number of holders
-
137
-
Total 13F shares, excl. options
-
5.22M
-
Shares change
-
-898K
-
Total reported value, excl. options
-
$79.9M
-
Value change
-
-$27.7M
-
Number of buys
-
63
-
Number of sells
-
-85
-
Price
-
$15.31
Significant Holders of ISHARES TR - U.S. ENERGY ETF (IYE) as of Q1 2020
188 filings reported holding IYE - ISHARES TR - U.S. ENERGY ETF as of Q1 2020.
ISHARES TR - U.S. ENERGY ETF (IYE) has 137 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.22M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.02M shares), BANK OF AMERICA CORP /DE/ (971K shares), UBS Group AG (475K shares), LPL Financial LLC (216K shares), WELLS FARGO & COMPANY/MN (174K shares), RAYMOND JAMES & ASSOCIATES (173K shares), ROYAL BANK OF CANADA (136K shares), CITADEL ADVISORS LLC (128K shares), COMMONWEALTH EQUITY SERVICES, LLC (94.7K shares), and Veritable, L.P. (93.5K shares).
This table shows the top 137 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.