13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IYE

ISHARES U.S. ENERGY ETF

343 institutions still hold ISHARES U.S. ENERGY ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287796·Exchange Traded Fund·343 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$559M
visible holders
Holders
343
filers reporting
Concentration
17.98%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

343 institutions reported IYE in Q2 2026. MORGAN STANLEY leads at 18.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$101M1.8M0.01%Q2 202602
PGIM Custom Harvest LLC
CIK 0001845793
$89M1.6M1.11%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$59M1.1M0.00%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$51M896K0.01%Q2 202605
GOLDMAN SACHS GROUP INC
CIK 0000886982
$42M736K0.00%Q2 202606
LPL Financial LLC
CIK 0001403438
$38M671K0.01%Q2 202607
UBS Group AG
CIK 0001610520
$34M595K0.00%Q2 202608
Three Seasons Wealth, LLC
CIK 0002044495
$19M338K1.74%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$18M325K0.00%Q2 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$18M312K0.00%Q2 202611
Camarda Financial Advisors, LLC
CIK 0001536444
$14M239K4.10%Q2 202612
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
$11M173K0.02%Q1 202613
MARSHALL WACE, LLP
CIK 0001318757
$10M179K0.01%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$10M173K0.01%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M161K0.00%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M139K0.01%Q2 202617
HighTower Advisors, LLC
CIK 0001462245
$8M134K0.01%Q2 202618
Mariner, LLC
CIK 0001373442
$8M133K0.01%Q2 202619
Summit Financial Consulting LLC
CIK 0002065794
$7M131K5.05%Q2 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M124K0.00%Q2 2026
Page 1 of 18
323 more holders available. Log in →