Who Owns ISHARES TR (IYE)? -- Institutional Holders (2026-06-30)
367 institutions reported holding $813.1M of ISHARES TR (IYE) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($100.5M), PGIM Custom Harvest LLC ($88.7M), BANK OF AMERICA CORP /DE/ ($59.4M), WELLS FARGO & COMPANY/MN ($50.7M), GOLDMAN SACHS GROUP INC ($41.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $100.5M | 1.8M | Trimmed |
| 2 | PGIM Custom Harvest LLC | $88.7M | 1.6M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $59.4M | 1.1M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $50.7M | 895,697 | Trimmed |
| 5 | GOLDMAN SACHS GROUP INC | $41.6M | 735,680 | Added |
| 6 | LPL Financial LLC | $38.0M | 671,026 | Added |
| 7 | UBS Group AG | $33.6M | 594,593 | Trimmed |
| 8 | Three Seasons Wealth, LLC | $19.1M | 337,812 | Added |
| 9 | Royal Bank of Canada | $18.4M | 325,427 | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $17.6M | 311,726 | Added |
| 11 | Camarda Financial Advisors, LLC | $13.5M | 239,220 | New |
| 12 | MARSHALL WACE, LLP | $10.1M | 178,824 | Added |
| 13 | Cetera Investment Advisers | $9.8M | 172,521 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $9.1M | 161,359 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $7.9M | 138,928 | Added |
| 16 | Allianz Asset Management GmbH | $7.7M | 118,650 | Hold |
| 17 | HighTower Advisors, LLC | $7.6M | 133,593 | Added |
| 18 | Mariner, LLC | $7.5M | 133,367 | Trimmed |
| 19 | Summit Financial Consulting LLC | $7.4M | 131,435 | New |
| 20 | Cambridge Investment Research Advisors, Inc. | $7.2M | 127,315 | Added |
| 21 | JONES FINANCIAL COMPANIES LLLP | $7.1M | 123,622 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 123,263 | Added |
| 23 | CITADEL ADVISORS LLC | $6.5M | 114,105 | Added |
| 24 | CoreCap Advisors, LLC | $5.9M | 104,254 | Added |
| 25 | AMG National Trust Bank | $5.9M | 103,852 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30