IYE

Ishares U.s. Energy Etf

Latest period2024 - Q4Total superinvestors45

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 45 superinvestors own shares of Ishares U.s. Energy Etf (IYE), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares U.s. Energy Etf (IYE), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares U.s. Energy Etf (IYE) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares U.s. Energy Etf (IYE) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Marion Hebert@Central Valley Advisors, Llc
Recent Activity
0.11%
$229,810
5,043 shares@ 45.58 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Decreased -0.51%
0.09%
$227,804
4,999 shares@ 45.57 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 0.22%
0.01%
$128,671
2,823 shares@ 45.58 avg price
Kevin Hixson@Financial Management Professionals, Inc.
Recent Activity
0.01%
$37,550
824 shares@ 45.58 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -8.94%
0.01%
$18,550
407 shares@ 45.58 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
0.01%
$16,000
357 shares@ 44.82 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -89.12%
0.01%
$13,899
305 shares@ 45.58 avg price
Troy M Davis@Davis Capital Management
Recent Activity
0.01%
$10,481
230 shares@ 45.57 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
0.01%
$6,836
150 shares@ 45.58 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
0.01%
$6,334
139 shares@ 45.57 avg price