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IYE

iShares U.S. Energy ETF
1W: +0.5% 1M: +7.4% 3M: +36.5% YTD: +33.4% 1Y: +35.9% 3Y: +69.6% 5Y: +186.3%
$62.83
+0.37 (+0.59%)
After Hours: $62.48 (-0.34, -0.55%)
Weekly Expected Move ±2.5%
$63 $65 $66 $68 $69
ETF AMEX · AUM $1.6B
ETF-Level Metrics
AUM$1.6B
Holdings38
Top 10 Wt69.5%
Beta0.52
% Profitable83%
Coverage100%
Portfolio Valuation
P/E24.0
P/B2.5
P/S2.0
EV/EBITDA10.4
P/FCF24.0
PEG-1.62
Profitability & Returns
Gross Margin17.2%
Net Margin8.2%
ROE10.5%
ROA5.8%
ROIC7.0%
Div Yield2.49%
Leverage & Liquidity
Debt/Equity0.27
Debt/Assets0.15
Net Debt/EBITDA0.8x
Interest Cov20.2x
Current Ratio1.20
Quick Ratio0.86
Growth (YoY)
Revenue+6.8%
Net Income+4.9%
EPS+4.7%
FCF+18.6%
EBITDA+7.1%
Rev CAGR 3Y-3.8%
Quality Scores
Piotroski F5.8
Altman Z3.96
IS Quality70.0
IS Overall52.3
IS Value62.0
Median P/E19.6

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Energy 38 99.9% 23.3
Other 3 0.1%

Smart Money Overlap

7 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
COP ConocoPhillips 6.79% 4 Bullish 1 3 +22.3%
WMB The Williams Companies, Inc. 4.15% 4 Bullish 12 1 -0.9%
EOG EOG Resources, Inc. 3.63% 4 Bullish 21 1 +26.6%
KMI Kinder Morgan, Inc. 2.95% 4 Bullish 6 3 +1.3%
OKE ONEOK, Inc. 2.48% 4 Bullish 3 1 +5.8%
OXY Occidental Petroleum Corporation 1.99% 4 Bullish 1 2 +36.1%
HAL Halliburton Company 1.44% 4 Bullish 16 1 +6.5%
Showing 41 of 41 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 EXXON MOBIL CORP XOM 22.75% $385.9M 2,401,630 24.1 $669.5B Energy
2 CHEVRON CORP CVX 15.95% $270.5M 1,359,481 32.2 $397.7B Energy
3 CONOCOPHILLIPS COP 6.79% $115.2M 882,711 19.6 $159.5B Energy
4 WILLIAMS INC WMB 4.15% $70.5M 978,604 33.6 $88.0B Energy
5 EOG RESOURCES INC EOG 3.63% $61.5M 431,161 15.4 $76.5B Energy
6 SLB NV SLB.PA 3.45% $58.5M 1,183,039 21.7 $57.6B Energy
7 VALERO ENERGY CORP VLO 3.44% $58.4M 239,135 31.5 $73.0B Energy
8 MARATHON PETROLEUM CORP MPC 3.36% $57.0M 235,872 17.9 $71.2B Energy
9 PHILLIPS PSX 3.28% $55.7M 316,176 16.1 $70.6B Energy
10 KINDER MORGAN INC KMI 2.95% $50.0M 1,516,478 24.0 $73.4B Energy
11 BAKER HUGHES CLASS A BKR 2.72% $46.2M 765,352 23.1 $59.7B Energy
12 CHENIERE ENERGY INC LNG 2.69% $45.7M 162,550 11.3 $60.5B Energy
13 ONEOK INC OKE 2.48% $42.1M 477,096 16.4 $55.6B Energy
14 TARGA RESOURCES CORP TRGP 2.33% $39.5M 161,504 28.5 $52.5B Energy
15 OCCIDENTAL PETROLEUM CORP OXY 1.99% $33.8M 536,047 27.1 $62.1B Energy
16 DIAMONDBACK ENERGY INC FANG 1.71% $29.0M 149,664 33.2 $54.7B Energy
17 EQT CORP EQT 1.61% $27.3M 458,044 18.3 $37.3B Energy
18 HALLIBURTON HAL 1.44% $24.3M 637,884 25.0 $32.1B Energy
19 DEVON ENERGY CORP DVN 1.35% $22.8M 461,086 11.6 $30.7B Energy
20 TECHNIPFMC PLC FTI 1.28% $21.6M 304,619 30.9 $28.4B Energy
21 COTERRA ENERGY INC CTRA 1.17% $19.8M 573,370 15.3 $26.2B Energy
22 TEXAS PACIFIC LAND CORP TPL 1.15% $19.5M 43,875 63.6 $30.6B Energy
23 EXPAND ENERGY CORP EXE 1.06% $18.0M 172,835 13.6 $25.0B Energy
24 FIRST SOLAR INC FSLR 0.89% $15.1M 77,156 13.7 $21.0B Energy
25 OVINTIV INC OVV 0.76% $12.9M 218,155 12.3 $16.8B Energy
26 APA CORP APA 0.66% $11.2M 266,641 10.4 $14.9B Energy
27 PERMIAN RESOURCES CORP CLASS A PR 0.65% $11.0M 521,266 16.9 $15.2B Energy
28 DT MIDSTREAM INC DTM 0.61% $10.3M 77,118 30.9 $13.6B Energy
29 ANTERO RESOURCES CORP AR 0.53% $8.9M 220,204 19.7 $12.5B Energy
30 RANGE RESOURCES CORP RRC 0.46% $7.8M 179,428 15.7 $10.3B Energy
31 HF SINCLAIR CORP DINO 0.42% $7.2M 118,519 19.2 $11.1B Energy
32 VIPER ENERGY INC CLASS A VNOM 0.39% $6.6M 141,500 -115.2 $17.4B Energy
33 CHORD ENERGY CORP CHRD 0.36% $6.1M 42,897 181.5 $8.1B Energy
34 ANTERO MIDSTREAM CORP AM 0.34% $5.8M 254,191 26.3 $10.8B Energy
35 MATADOR RESOURCES MTDR 0.33% $5.6M 88,759 10.3 $7.8B Energy
36 NOV INC NOV 0.31% $5.2M 275,656 47.1 $6.9B Energy
37 WEATHERFORD INTERNATIONAL PLC WFRD 0.30% $5.1M 53,478 15.9 $6.8B Energy
38 ENPHASE ENERGY INC ENPH 0.20% $3.4M 96,732 26.6 $4.6B Energy
39 BLK CSH FND TREASURY SL AGENCY Bond 0.13% $2.3M 2,254,381
40 CASH COLLATERAL USD WFFUT Cash —% $62,000 62,000
41 USD CASH Cash -0.07% $1.2M 1,166,431

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms