Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / U.S. ENERGY ETF
-
Total 13F shares
-
782,986
-
Share change
-
+3,377
-
Total reported value
-
$37,331,884
-
Price per share
-
$47.53
-
Number of holders
-
51
-
Value change
-
+$156,725
-
Number of buys
-
14
-
Number of sells
-
22
Institutional Holders of ISHARES TR - U.S. ENERGY ETF (IYE) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - U.S. ENERGY ETF (IYE) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
782,986 shares.
The largest 10 holders included
BRIGHT ROCK CAPITAL MANAGEMENT, LLC, FORTE ASSET MANAGEMENT LLC, First Citizens Financial Corp, Ballew Advisors, Inc, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Capital Advisory Group Advisory Services, LLC, ROCKLAND TRUST CO, Asempa Wealth Advisors, Wealth Management Partners, LLC, and Ethos Financial Group, LLC.
This page lists
51
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.