Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / U.S. ENERGY ETF
-
Number of holders
-
303
-
Total 13F shares, excl. options
-
14.4M
-
Shares change
-
+843K
-
Total reported value, excl. options
-
$656M
-
Value change
-
+$38.3M
-
Put/Call ratio
-
0.12
-
Number of buys
-
126
-
Number of sells
-
-99
-
Price
-
$45.57
Significant Holders of ISHARES TR - U.S. ENERGY ETF (IYE) as of Q4 2024
326 filings reported holding IYE - ISHARES TR - U.S. ENERGY ETF as of Q4 2024.
ISHARES TR - U.S. ENERGY ETF (IYE) has 303 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.11M shares), PGIM Custom Harvest LLC (1.45M shares), BANK OF AMERICA CORP /DE/ (1.24M shares), WELLS FARGO & COMPANY/MN (1.05M shares), UBS Group AG (916K shares), LPL Financial LLC (642K shares), GOLDMAN SACHS GROUP INC (623K shares), JPMORGAN CHASE & CO (455K shares), Royal Bank of Canada (350K shares), and BRIGHT ROCK CAPITAL MANAGEMENT, LLC (300K shares).
This table shows the top 303 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.