Who Owns iShares U.S. Energy ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares U.S. Energy ETF.
Who crossed 5% of IYE →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCU.S. ENERGY ETF100K shheld | $6.5M |
| Gerald Baker Financial Group LLCU.S. ENERGY ETF53.3K shtrimmed | $3.5M |
| Avidian Wealth Enterprises, LLCU.S. ENERGY ETF42.5K shadded | $2.8M |
| Heartwood Wealth Advisors LLCETF28.3K shtrimmed | $1.8M |
| Ballew Advisors, IncU.S. ENERGY ETF24K shtrimmed | $1.6M |
| ROCKLAND TRUST COU.S. ENERGY ETF22.3K shtrimmed | $1.4M |
| Asempa Wealth AdvisorsU.S. ENERGY ETF20.7K shtrimmed | $1.4M |
| Grove Bank & TrustU.S. ENERGY ETF13.6K shheld | $881.8K |
| Farther Finance Advisors, LLCETF8.8K shtrimmed | $567.7K |
| Adirondack Capital Advisors, LLCU.S. ENERGY ETF6.1K shheld | $392.7K |
| Councilor Wealth, LLCU.S. ENERGY ETF4.2K shadded | $274.6K |
| Rosenberg Matthew HamiltonETF4.2K shtrimmed | $274.5K |
| Sprinkle Financial Consultants LLCU.S. ENERGY ETF3.5K shadded | $229.1K |
| Investors Research CorpU.S. ENERGY ETF3.1K shheld | $197.6K |
| CoreCap Advisors, LLCETF2.7K shtrimmed | $172.8K |
| GAMMA Investing LLCETF209 shheld | $13.5K |
| ARMSTRONG ADVISORY GROUP, INCU.S. ENERGY ETF112 shadded | $7.2K |
| GILPIN WEALTH MANAGEMENT, LLCU.S. ENERGY ETF69 shheld | $4.5K |
| VALLEY WEALTH MANAGERS, INC.ETF45 shtrimmed | $2.9K |
| Retirement Wealth Solutions LLCU.S. ENERGY ETF13 shtrimmed | $821 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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