13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IYE

ISHARES U.S. ENERGY ETF

336 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·336 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$685M
visible holders
Holders
336
filers reporting
Concentration
17.06%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

336 institutions reported IYE in Q1 2026. MORGAN STANLEY leads at 17.1% of the visible book.

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
UBS Group AG
CIK 0001610520
$40M613K0.01%Q1 202608
LPL Financial LLC
CIK 0001403438
$38M671K0.01%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$25M388K0.00%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$20M304K0.00%Q1 202611
JPMORGAN CHASE & CO
CIK 0000019617
$12M179K0.00%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M175K0.00%Q1 202613
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
$11M173K0.02%Q1 202614
Mariner, LLC
CIK 0001373442
$9M140K0.01%Q1 202615
RPS ADVISORY SOLUTIONS LLC
CIK 0002031671
$9M134K4.92%Q1 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$8M126K0.01%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M119K0.01%Q1 202618
Allianz Asset Management GmbH
CIK 0001535323
$8M119K0.01%Q1 202619
HighTower Advisors, LLC
CIK 0001462245
$8M134K0.01%Q2 202620
Summit Financial Consulting LLC
CIK 0002065794
$7M131K5.05%Q2 2026
Page 1 of 17
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