13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
IYE

ISHARES U.S. ENERGY ETF

354 institutions still hold ISHARES U.S. ENERGY ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287796·Exchange Traded Fund·354 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.8%
vs prior quarter
13F value held
$714M
47.0% inst. owned
of float
Holders
354
-33 QoQ
filers reporting
Activity
+93 / −91
+911 added · −721 reduced
this quarter
Concentration
16.37%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

354 institutions reported IYE in Q1 2026. MORGAN STANLEY leads at 16.4% of the visible book. -33 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$117M1.8M0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$99M1.5M0.01%Q1 202603
PGIM Custom Harvest LLC
CIK 0001845793
$95M1.5M1.48%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$63M971K0.01%Q1 202605
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$52M803K0.03%Q1 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$47M723K0.01%Q1 202607
LPL Financial LLC
CIK 0001403438
$41M626K0.01%Q1 202608
UBS Group AG
CIK 0001610520
$40M613K0.01%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$25M388K0.00%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$20M304K0.00%Q1 202611
BRIGHT ROCK CAPITAL MANAGEMENT, LLC
CIK 0001509973
$19M300K3.84%Q1 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$16M247K0.04%Q1 202613
Banco Santander, S.A.
CIK 0000891478
$13M195K0.10%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$12M179K0.00%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M175K0.00%Q1 202616
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
$11M173K0.02%Q1 202617
Mariner, LLC
CIK 0001373442
$9M140K0.01%Q1 202618
RPS ADVISORY SOLUTIONS LLC
CIK 0002031671
$9M134K4.92%Q1 202619
WealthCare Asset Management, LLC
CIK 0002034181
$8M130K8.95%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$8M126K0.01%Q1 2026
Page 1 of 18
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