Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / U.S. ENERGY ETF
-
Number of holders
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272
-
Total 13F shares, excl. options
-
14M
-
Shares change
-
-46.1K
-
Total reported value, excl. options
-
$632M
-
Value change
-
-$2.81M
-
Put/Call ratio
-
0
-
Number of buys
-
94
-
Number of sells
-
-146
-
Price
-
$45.22
Significant Holders of ISHARES TR - U.S. ENERGY ETF (IYE) as of Q2 2025
320 filings reported holding IYE - ISHARES TR - U.S. ENERGY ETF as of Q2 2025.
ISHARES TR - U.S. ENERGY ETF (IYE) has 272 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14M shares
.
Largest 10 shareholders include MORGAN STANLEY (2M shares), PGIM Custom Harvest LLC (1.45M shares), BANK OF AMERICA CORP /DE/ (1.17M shares), WELLS FARGO & COMPANY/MN (968K shares), GOLDMAN SACHS GROUP INC (923K shares), LPL Financial LLC (592K shares), UBS Group AG (587K shares), Royal Bank of Canada (383K shares), AMERIPRISE FINANCIAL INC (375K shares), and BRIGHT ROCK CAPITAL MANAGEMENT, LLC (300K shares).
This table shows the top 272 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.