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 | 1.8M | $117M | 0% | Mar 2026 |
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| Bank of America Corporation | 1.5M | $99M | 100% | Mar 2026 |
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| Green Harvest Asset Management | 1.5M | $95M | 1% | Mar 2026 |
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| Wells Fargo & Company | 971k | $63M | 4% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 803k | $52M | 3217% | Mar 2026 |
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| Goldman Sachs Group | 723k | $47M | 0% | Mar 2026 |
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| LPL Financial | 626k | $41M | 32% | Mar 2026 |
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| UBS Group | 613k | $40M | 2% | Mar 2026 |
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| Royal Bank of Canada | 388k | $25M | 8% | Mar 2026 |
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| Ameriprise Financial | 304k | $20M | -15% | Mar 2026 |
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| Bright Rock Capital Management | 300k | $19M | 0% | Mar 2026 |
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| Mml Investors Services | 247k | $16M | 1% | Mar 2026 |
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| Banco Santander | 195k | $13M | 15% | Mar 2026 |
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| Tudor Investment Corporation | 173k | $11M | 912% | Mar 2026 |
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| Raymond James Financial | 152k | $7.2M | -19% | Dec 2025 |
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| Mariner Wealth Advisors | 140k | $9.0M | -1% | Mar 2026 |
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| Rps Advisory Solutions | 134k | $8.7M | 100% | Mar 2026 |
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| WealthCare Asset Management | 130k | $8.4M | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 126k | $8.2M | 161% | Mar 2026 |
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| Allianz Asset Management | 119k | $7.7M | 100% | Mar 2026 |
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| Advisor Group Holdings | 115k | $5.5M | -7% | Dec 2025 |
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| AE Wealth Management | 111k | $7.2M | 1447% | Mar 2026 |
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| Amg National Trust Bank | 107k | $7.0M | 2% | Mar 2026 |
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| Envestnet Asset Management | 106k | $6.9M | 134% | Mar 2026 |
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| Cetera Investment Advisers | 103k | $6.7M | -1% | Mar 2026 |
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| Commonwealth Equity Services | 103k | $6.7M | -18% | Mar 2026 |
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| Jones Financial Companies, L.L | 97k | $4.6M | 13% | Dec 2025 |
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| Hilltop Holdings | 88k | $4.2M | 9% | Dec 2025 |
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| Goss Wealth Management | 72k | $4.7M | 82% | Mar 2026 |
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| Zurich Insurance Group Ltd/FI | 72k | $4.6M | -10% | Mar 2026 |
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| Kestra Advisory Services | 68k | $4.4M | -10% | Mar 2026 |
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| Forte Asset Management | 65k | $4.2M | -1% | Mar 2026 |
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| Three Seasons Wealth | 65k | $4.2M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 64k | $4.1M | 92% | Mar 2026 |
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| Sumitomo Mitsui Financial | 60k | $3.9M | -20% | Mar 2026 |
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| VestGen Advisors | 57k | $3.5M | 100% | Mar 2026 |
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| HighTower Advisors | 57k | $3.7M | 22% | Mar 2026 |
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| Gerald Baker Financial Group | 54k | $3.5M | 100% | Mar 2026 |
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| Artesa Financial Group | 48k | $3.1M | 100% | Mar 2026 |
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| Counterweight Ventures | 46k | $3.0M | 257% | Mar 2026 |
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| Pinnacle Financial Partners | 45k | $2.1M | 100% | Dec 2025 |
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| Biondo Investment Advisors | 45k | $2.1M | 4% | Dec 2025 |
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| Stifel Financial | 43k | $2.8M | 13% | Mar 2026 |
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| Janney Montgomery Scott | 43k | $2.7M | -8% | Mar 2026 |
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| Streettalk Advisors | 42k | $2.7M | -4% | Mar 2026 |
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| CI Private Wealth | 40k | $1.4M | -2% | Mar 2026 |
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| Symphony Financial | 39k | $2.6M | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 38k | $2.5M | -5% | Mar 2026 |
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| Wealthstar Advisors | 38k | $2.5M | -29% | Mar 2026 |
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| Waterloo Capital | 38k | $2.4M | 0% | Mar 2026 |
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| Quantinno Capital Management | 37k | $2.4M | 7% | Mar 2026 |
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| First Citizens Financial Corp | 36k | $2.3M | 0% | Mar 2026 |
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| BlackRock | 35k | $2.2M | 15% | Mar 2026 |
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| Southern Capital Advisors | 34k | $2.2M | 100% | Mar 2026 |
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| Captrust Financial Advisors | 34k | $1.6M | -1% | Dec 2025 |
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| Branch Banking & Trust Company | 32k | $2.1M | 107% | Mar 2026 |
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| Dentgroup | 31k | $1.4M | -4% | Dec 2025 |
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| Creative Planning | 30k | $1.9M | 6% | Mar 2026 |
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| Crestwood Advisors | 29k | $1.9M | 0% | Mar 2026 |
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| Baird Financial | 28k | $1.3M | 4% | Dec 2025 |
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| Foundation Wealth Management | 28k | $1.8M | -1% | Mar 2026 |
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| Apeiron RIA | 28k | $1.8M | 100% | Mar 2026 |
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| Heartwood Wealth Advisors | 26k | $1.7M | 40% | Mar 2026 |
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| Mercer Global Advisors | 26k | $1.7M | -2% | Mar 2026 |
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| Ballew Advisors | 26k | $1.6M | -2% | Mar 2026 |
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| Headlands Technologies | 25k | $1.6M | 100% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 24k | $1.5M | 0% | Mar 2026 |
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| Mutual Advisors | 24k | $1.5M | 0% | Mar 2026 |
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| Allen Investment Management | 24k | $1.5M | 0% | Mar 2026 |
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| Csenge Advisory Group | 23k | $1.5M | -5% | Mar 2026 |
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| IHT Wealth Management | 23k | $1.2M | -15% | Dec 2025 |
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| Rockland Trust | 23k | $1.5M | -4% | Mar 2026 |
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| Sanctuary Advisors | 22k | $1.4M | -10% | Mar 2026 |
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| Asempa Wealth Advisors | 22k | $1.4M | 0% | Mar 2026 |
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| Resources Investment Advisors | 22k | $1.4M | -7% | Mar 2026 |
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| Private Advisor | 22k | $1.4M | -2% | Mar 2026 |
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| Wealth Management Partners | 22k | $1.4M | 0% | Mar 2026 |
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| Huntington National Bank | 21k | $983k | -9% | Dec 2025 |
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| Tower Research Capital | 21k | $980k | -55% | Dec 2025 |
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| Ethos Financial Group | 21k | $973k | 0% | Mar 2026 |
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| Commonwealth Retirement Investments | 20k | $1.3M | -15% | Mar 2026 |
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| Cottonwood Capital Advisors | 20k | $1.3M | -1% | Mar 2026 |
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| KKM Financial | 19k | $916k | 0% | Mar 2026 |
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| Ak Global Asset Management | 19k | $2.2M | 100% | Mar 2026 |
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| Liberty Wealth Management | 18k | $1.1M | 17% | Mar 2026 |
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| Prospera Financial Services | 18k | $1.1M | 0% | Mar 2026 |
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| Lee Johnson Capital Management | 17k | $1.1M | 100% | Mar 2026 |
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| CWM | 17k | $804k | -8% | Dec 2025 |
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| Integrity Alliance | 17k | $1.1M | 100% | Mar 2026 |
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| Harmony Asset Management | 17k | $1.1M | 100% | Mar 2026 |
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| Rockefeller Capital Management | 16k | $1.0M | -11% | Mar 2026 |
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| Merit Financial Group | 16k | $1.0M | 100% | Mar 2026 |
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| Beacon Pointe Advisors | 16k | $740k | 100% | Dec 2025 |
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| HPM Partners | 15k | $1000k | 56% | Mar 2026 |
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| Arkadios Wealth Advisors | 15k | $982k | 16% | Mar 2026 |
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| Ironwood Wealth Management | 15k | $976k | 0% | Mar 2026 |
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| Founders Financial Securities | 14k | $859k | 0% | Mar 2026 |
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| Ronald Blue Trust | 14k | $888k | 0% | Mar 2026 |
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| Coconut Grove Bank | 14k | $881k | 0% | Mar 2026 |
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| Davenport & Co | 13k | $860k | -1% | Mar 2026 |
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| Farther Finance Advisors | 13k | $817k | 12% | Mar 2026 |
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| Strategic Blueprint | 13k | $827k | -11% | Mar 2026 |
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| Tradition Wealth Management | 13k | $604k | 0% | Dec 2025 |
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| Navellier & Associates | 12k | $790k | -31% | Mar 2026 |
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| Signature Estate and Investment Advisors | 12k | $780k | -9% | Mar 2026 |
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| Northwest Wealth Advisors | 12k | $777k | 3% | Mar 2026 |
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| XTX Topco | 12k | $563k | 33% | Dec 2025 |
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| PFG Advisors | 12k | $762k | 100% | Mar 2026 |
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| Fort Washington Investment Advisors | 12k | $758k | 0% | Mar 2026 |
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| Sontag Advisory | 12k | $758k | 61% | Mar 2026 |
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| Equitable Holdings | 11k | $532k | 13% | Mar 2026 |
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| Susquehanna International | 11k | $520k | -67% | Dec 2025 |
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| Concord Investment Counsel | 11k | $703k | 33% | Mar 2026 |
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| Pathstone Holdings | 11k | $693k | -52% | Mar 2026 |
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| Astoria Portfolio Advisors | 11k | $641k | 100% | Mar 2026 |
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| Financial Partners Group | 11k | $685k | 1% | Mar 2026 |
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| Empirical Asset Management | 10k | $664k | 5% | Mar 2026 |
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| Retirement Planning Group | 10k | $651k | -7% | Mar 2026 |
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| Banque Cantonale Vaudoise | 10k | $648k | 100% | Mar 2026 |
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| Journey Strategic Wealth | 10k | $646k | -18% | Mar 2026 |
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| Kesler, Norman & Wride | 9.7k | $629k | 100% | Mar 2026 |
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| Grimes & Company | 9.6k | $621k | -1% | Mar 2026 |
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| Bank Of Montreal | 9.5k | $613k | 100% | Mar 2026 |
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| CrossGen Wealth | 9.2k | $595k | 1% | Mar 2026 |
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| Cadent Capital Advisors | 9.0k | $584k | 100% | Mar 2026 |
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| Vivaldi Capital Management | 9.0k | $427k | 3% | Dec 2025 |
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| Meridian Wealth Management | 8.9k | $575k | 16% | Mar 2026 |
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| Narwhal Capital Management | 8.8k | $572k | 0% | Mar 2026 |
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| Simmons Bank | 8.7k | $566k | -4% | Mar 2026 |
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| Balyasny Asset Management | 8.7k | $566k | 100% | Mar 2026 |
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| Brookstone Capital Management | 8.5k | $547k | 16% | Mar 2026 |
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| Asset One Wealth Management | 8.4k | $499k | 100% | Mar 2026 |
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| Lifestyle Asset Management | 8.4k | $542k | 100% | Mar 2026 |
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| Thrivent Financial for Lutherans | 8.3k | $540k | -10% | Mar 2026 |
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| MCF Advisors | 8.3k | $540k | 0% | Mar 2026 |
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| United Capital Financial Advisers | 8.3k | $537k | 0% | Mar 2026 |
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| Kestra Private Wealth Services | 8.3k | $536k | -21% | Mar 2026 |
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| TRUE Private Wealth Advisors | 8.2k | $532k | -23% | Mar 2026 |
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| Yukon Wealth Management | 8.2k | $531k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 8.2k | $530k | 100% | Mar 2026 |
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| RMB Capital Management | 8.1k | $528k | 0% | Mar 2026 |
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| Chicago Partners Investment | 8.0k | $480k | 33% | Mar 2026 |
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| Magnus Financial Group | 8.0k | $518k | 0% | Mar 2026 |
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| Pnc Financial Services | 8.0k | $517k | 0% | Mar 2026 |
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| Symphony Financial Services | 7.9k | $514k | 7% | Mar 2026 |
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| AlphaCore Capital | 7.8k | $503k | -21% | Mar 2026 |
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| Griffin Asset Management | 7.7k | $498k | -1% | Mar 2026 |
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| Capital Investment Advisors | 7.3k | $475k | 0% | Mar 2026 |
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| Mayflower Financial Advisors | 7.2k | $468k | 0% | Mar 2026 |
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| Oakmont Partners | 7.1k | $463k | 100% | Mar 2026 |
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| Bernardo Wealth Planning | 6.8k | $442k | -7% | Mar 2026 |
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| Atria Investments | 6.5k | $423k | -19% | Mar 2026 |
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| First National Bank Of Omaha | 5.8k | $383k | -29% | Mar 2026 |
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| Sunbelt Securities | 5.5k | $356k | -28% | Mar 2026 |
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Who sold out of iShares Dow Jones US Energy Sector?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Summit Financial Consulting | Dec 2025 | 153k | $7.3M |
| Jpmorgan Chase & Co | Sep 2025 | 79k | $3.8M |
| Empowered Funds | Sep 2025 | 59k | $2.8M |
| J.w. Cole Advisors | Dec 2025 | 55k | $724k |
| Renaissance Technologies | Sep 2025 | 29k | $1.4M |
| Wealth Enhancement Advisory Services | Dec 2025 | 24k | $1.2M |
| Capital Advisory Group Advisory Services | Dec 2025 | 24k | $1.1M |
| Matthew Goff Investment Advisor | Dec 2025 | 9.7k | $1.2M |