Who owns iShares Dow Jones US Energy Sector?
- Ticker: IYE
- CUSIP Number: 464287796
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Energy Sector with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Energy Sector stock
Who bought or sold iShares Dow Jones US Energy Sector this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 2.0M | $91M | 100% | Jun 2025 |
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| Green Harvest Asset Management | 1.4M | $69M | -1% | Sep 2025 |
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| Wells Fargo & Company | 951k | $45M | -2% | Sep 2025 |
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| Goldman Sachs Group | 632k | $30M | 2% | Sep 2025 |
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| UBS Group | 586k | $28M | 0% | Sep 2025 |
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| LPL Financial | 574k | $27M | -3% | Sep 2025 |
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| Ameriprise Financial | 376k | $18M | 0% | Sep 2025 |
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| Royal Bank of Canada | 358k | $17M | -6% | Sep 2025 |
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| Bright Rock Capital Management | 300k | $14M | 0% | Sep 2025 |
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| Mml Investors Services | 266k | $13M | 2% | Sep 2025 |
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| Banco Santander | 195k | $9.2M | 0% | Sep 2025 |
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| Raymond James Financial | 188k | $9.0M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 145k | $6.9M | -4% | Sep 2025 |
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| Commonwealth Equity Services | 139k | $6.6M | -21% | Sep 2025 |
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| Summit Financial Consulting | 137k | $6.5M | 6% | Sep 2025 |
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| Advisor Group Holdings | 124k | $5.9M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 114k | $5.4M | -16% | Sep 2025 |
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| Amg National Trust Bank | 107k | $5.1M | -2% | Sep 2025 |
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| Kestra Advisory Services | 97k | $4.6M | -14% | Sep 2025 |
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| Jones Financial Companies, L.L | 85k | $4.2M | 19% | Sep 2025 |
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| Hilltop Holdings | 81k | $3.9M | -17% | Sep 2025 |
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| Zurich Insurance Group Ltd/FI | 80k | $3.8M | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 79k | $3.8M | -61% | Sep 2025 |
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| Sumitomo Mitsui Financial | 78k | $3.7M | -5% | Sep 2025 |
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| Citadel Advisors | 75k | $3.5M | 12% | Sep 2025 |
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| Forte Asset Management | 63k | $3.0M | 0% | Sep 2025 |
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| Empowered Funds | 59k | $2.8M | 100% | Sep 2025 |
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| J.w. Cole Advisors | 56k | $2.7M | 4% | Sep 2025 |
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| CI Private Wealth | 55k | $2.6M | -19% | Sep 2025 |
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| Envestnet Asset Management | 52k | $2.5M | 9% | Sep 2025 |
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| Tower Research Capital | 46k | $2.2M | 100% | Sep 2025 |
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| Stifel Financial | 46k | $2.2M | -24% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 45k | $2.2M | 2% | Sep 2025 |
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| Streettalk Advisors | 45k | $2.2M | -1% | Sep 2025 |
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| HighTower Advisors | 45k | $2.1M | -4% | Sep 2025 |
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| Janney Montgomery Scott | 45k | $2.1M | -17% | Sep 2025 |
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| Synovus Financial Corp. | 45k | $2.1M | 1% | Sep 2025 |
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| Steward Partners Investment Advisory | 43k | $2.0M | 8% | Sep 2025 |
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| Biondo Investment Advisors | 43k | $2.0M | 5% | Sep 2025 |
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| Quantinno Capital Management | 41k | $1.9M | 17% | Sep 2025 |
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| Goss Wealth Management | 41k | $1.9M | 2% | Sep 2025 |
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| Waterloo Capital | 37k | $1.8M | 1% | Sep 2025 |
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| Private Advisor | 37k | $1.8M | 46% | Sep 2025 |
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| First Citizens Financial Corp | 37k | $1.7M | -1% | Sep 2025 |
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| Cambridge Investment Research Advisors | 36k | $1.7M | -8% | Sep 2025 |
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| Crestwood Advisors | 36k | $1.7M | -80% | Sep 2025 |
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| Captrust Financial Advisors | 34k | $1.6M | 2% | Sep 2025 |
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| D. E. Shaw & Co | 33k | $1.6M | 100% | Sep 2025 |
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| Susquehanna International | 33k | $1.6M | -29% | Sep 2025 |
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| Dentgroup | 32k | $1.5M | -4% | Sep 2025 |
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| BlackRock | 31k | $1.5M | 1320% | Sep 2025 |
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| Mercer Global Advisors | 29k | $1.4M | -56% | Sep 2025 |
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| Foundation Wealth Management | 29k | $1.4M | -1% | Sep 2025 |
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| Renaissance Technologies | 29k | $1.4M | 492% | Sep 2025 |
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| Creative Planning | 28k | $1.3M | 0% | Sep 2025 |
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| Ballew Advisors | 27k | $1.3M | 0% | Sep 2025 |
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| Baird Financial | 27k | $1.3M | -13% | Sep 2025 |
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| IHT Wealth Management | 27k | $1.3M | -12% | Sep 2025 |
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| Capital Advisory Group Advisory Services | 25k | $1.2M | 1% | Sep 2025 |
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| Whittier Trust Co. of Nevada | 25k | $1.2M | 0% | Sep 2025 |
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| Mutual Advisors | 24k | $1.1M | 2% | Sep 2025 |
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| Rockland Trust | 24k | $1.1M | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 24k | $1.1M | -2% | Sep 2025 |
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| Resources Investment Advisors | 23k | $1.1M | -1% | Sep 2025 |
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| Csenge Advisory Group | 23k | $1.1M | 4% | Sep 2025 |
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| Huntington National Bank | 23k | $1.1M | -23% | Sep 2025 |
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| Journey Strategic Wealth | 23k | $1.1M | 0% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 23k | $1.1M | -90% | Sep 2025 |
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| Pathstone Holdings | 22k | $1.1M | 0% | Sep 2025 |
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| Prospera Financial Services | 21k | $1.0M | -65% | Sep 2025 |
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| Wealth Management Partners | 21k | $1.0M | 2% | Sep 2025 |
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| Ethos Financial Group | 21k | $986k | 0% | Sep 2025 |
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| Cottonwood Capital Advisors | 21k | $978k | -2% | Sep 2025 |
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| Y-Intercept | 20k | $944k | 100% | Sep 2025 |
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| Politan Capital Management | 20k | $931k | 14% | Sep 2025 |
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| KKM Financial | 19k | $916k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 19k | $883k | -6% | Sep 2025 |
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| CWM | 19k | $877k | -4% | Sep 2025 |
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| Family Firm | 16k | $744k | 0% | Jun 2025 |
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| Heartwood Wealth Advisors | 16k | $761k | 4% | Sep 2025 |
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| Ironwood Wealth Management | 15k | $732k | 82% | Sep 2025 |
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| Cubist Systematic Strategies | 15k | $720k | 100% | Sep 2025 |
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| Navellier & Associates | 15k | $715k | 100% | Sep 2025 |
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| Founders Financial Securities | 14k | $656k | 0% | Sep 2025 |
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| Ronald Blue Trust | 14k | $650k | -2% | Sep 2025 |
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| Liberty Wealth Management | 14k | $648k | 5% | Sep 2025 |
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| Coconut Grove Bank | 14k | $647k | 121% | Sep 2025 |
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| Signature Estate and Investment Advisors | 13k | $627k | -2% | Sep 2025 |
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| Counterweight Ventures | 13k | $619k | -1% | Sep 2025 |
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| Arkadios Wealth Advisors | 13k | $609k | 1% | Sep 2025 |
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| Tradition Wealth Management | 13k | $604k | 0% | Sep 2025 |
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| Strategic Blueprint | 12k | $588k | 100% | Sep 2025 |
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| Atria Investments | 12k | $577k | -3% | Sep 2025 |
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| Fort Washington Investment Advisors | 12k | $556k | -2% | Sep 2025 |
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| Branch Banking & Trust Company | 12k | $553k | 2% | Sep 2025 |
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| Davenport & Co | 11k | $526k | -2% | Sep 2025 |
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| Thrivent Financial for Lutherans | 11k | $515k | -91% | Sep 2025 |
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| TRUE Private Wealth Advisors | 11k | $509k | 0% | Sep 2025 |
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| Chemistry Wealth Management | 11k | $507k | 0% | Sep 2025 |
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| Retirement Planning Group | 11k | $506k | 43% | Sep 2025 |
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| Smartleaf Asset Management | 11k | $504k | 100% | Sep 2025 |
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| Kestra Private Wealth Services | 11k | $497k | 4% | Sep 2025 |
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| Financial Partners Group | 10k | $487k | 0% | Sep 2025 |
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| Yukon Wealth Management | 10k | $487k | 0% | Sep 2025 |
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| Empirical Asset Management | 10k | $474k | -1% | Sep 2025 |
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| Allegheny Financial Group | 9.9k | $470k | -2% | Sep 2025 |
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| Grimes & Company | 9.6k | $458k | -3% | Sep 2025 |
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| Sunbelt Securities | 9.6k | $457k | -76% | Sep 2025 |
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| Hrt Financial | 9.5k | $453k | 100% | Sep 2025 |
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| Ameritas Advisory Services | 9.2k | $438k | 115% | Sep 2025 |
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| Equitable Holdings | 9.2k | $438k | -1% | Sep 2025 |
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| Simmons Bank | 9.1k | $431k | 0% | Sep 2025 |
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| XTX Topco | 8.9k | $423k | 100% | Sep 2025 |
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| Narwhal Capital Management | 8.8k | $419k | 0% | Sep 2025 |
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| Vivaldi Capital Management | 8.7k | $413k | -1% | Sep 2025 |
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| Bank Of Montreal | 8.5k | $384k | 100% | Jun 2025 |
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| MCF Advisors | 8.3k | $396k | 0% | Sep 2025 |
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| Country Club Bank | 8.3k | $397k | 0% | Sep 2025 |
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| H D Vest Advisory Services | 8.3k | $373k | -2% | Jun 2025 |
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| Concord Investment Counsel | 8.2k | $388k | 100% | Sep 2025 |
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| RMB Capital Management | 8.1k | $387k | 0% | Sep 2025 |
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| Griffin Asset Management | 8.1k | $383k | -3% | Sep 2025 |
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| Magnus Financial Group | 8.0k | $380k | -3% | Sep 2025 |
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| Integrated Wealth Concepts | 7.9k | $373k | -15% | Sep 2025 |
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| Meridian Wealth Management | 7.7k | $365k | 2% | Sep 2025 |
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| Capital Investment Advisors | 7.6k | $362k | 3% | Sep 2025 |
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| Appleton Partners | 7.4k | $354k | 14% | Sep 2025 |
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| Bernardo Wealth Planning | 7.4k | $353k | 0% | Sep 2025 |
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| Sontag Advisory | 7.3k | $349k | -4% | Sep 2025 |
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| Mayflower Financial Advisors | 7.3k | $345k | 12% | Sep 2025 |
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| AE Wealth Management | 7.1k | $339k | 77% | Sep 2025 |
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| Adviser Investments | 7.1k | $337k | 0% | Sep 2025 |
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| Virtue Capital Management | 7.0k | $332k | 100% | Sep 2025 |
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| Lakeshore Capital Group | 7.0k | $331k | 0% | Sep 2025 |
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| Lazari Capital Management | 7.0k | $330k | 0% | Sep 2025 |
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| Cresset Asset Management | 6.8k | $323k | 9% | Sep 2025 |
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| Symphony Financial Services | 6.7k | $320k | 100% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 6.7k | $317k | -1% | Sep 2025 |
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| Kilter Group | 6.7k | $301k | 0% | Jun 2025 |
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| Chicago Partners Investment | 6.4k | $299k | -2% | Sep 2025 |
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| Eq | 6.4k | $305k | -7% | Sep 2025 |
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| SPC Financial | 6.1k | $291k | -3% | Sep 2025 |
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| Apollon Wealth Management | 6.0k | $286k | -10% | Sep 2025 |
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| Brookstone Capital Management | 5.9k | $282k | 4% | Sep 2025 |
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| Spire Wealth Management | 5.9k | $281k | 9% | Sep 2025 |
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| Cassaday & Co Wealth Management | 5.9k | $280k | 0% | Sep 2025 |
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| Tyler-Stone Wealth Management | 5.9k | $266k | 0% | Jun 2025 |
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| Sigma Planning | 5.8k | $277k | -4% | Sep 2025 |
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| First Citizens Bank & Trust | 5.8k | $276k | 16% | Sep 2025 |
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| D.A. Davidson & Co. | 5.8k | $275k | 0% | Sep 2025 |
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| Summit Financial Wealth Advisors | 4.6k | $218k | -85% | Sep 2025 |
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Who sold out of iShares Dow Jones US Energy Sector?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealthstar Advisors | Jun 2025 | 45k | $2.0M |
| CliftonLarsonAllen Wealth Advisors | Jun 2025 | 11k | $498k |
| Intl Fcstone | Jun 2025 | 6.4k | $287k |
| Ellerson Group | Jun 2025 | 6.0k | $296k |
| The Allstate Corporation | Jun 2025 | 5.9k | $265k |