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IYE

iShares U.S. Energy ETF
1W: +3.0% 1M: +7.1% 3M: +32.4% YTD: +28.6% 1Y: +31.4% 3Y: +66.0% 5Y: +158.3%
$62.42
-0.06 (-0.10%)
After Hours: $63.17 (+0.75, +1.20%)
ETF AMEX · AUM $1.7B
ETF-Level Metrics
AUM$1.7B
Holdings38
Top 10 Wt70.5%
Beta0.52
% Profitable83%
Coverage100%
Portfolio Valuation
P/E24.1
P/B2.5
P/S2.0
EV/EBITDA10.4
P/FCF24.1
PEG-1.62
Profitability & Returns
Gross Margin17.2%
Net Margin8.2%
ROE10.5%
ROA5.8%
ROIC7.0%
Div Yield2.50%
Leverage & Liquidity
Debt/Equity0.27
Debt/Assets0.15
Net Debt/EBITDA0.8x
Interest Cov20.4x
Current Ratio1.20
Quick Ratio0.86
Growth (YoY)
Revenue+6.8%
Net Income+4.8%
EPS+4.5%
FCF+17.7%
EBITDA+7.0%
Rev CAGR 3Y-3.7%
Quality Scores
Piotroski F5.8
Altman Z4.04
IS Quality70.1
IS Overall58.9
IS Value61.7
Median P/E20.1

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Energy 38 99.8% 23.0
Other 3 0.2%

Smart Money Overlap

7 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
COP ConocoPhillips 6.69% 4 Bullish 1 3 +18.9%
WMB The Williams Companies, Inc. 4.28% 4 Bullish 12 1 -0.3%
EOG EOG Resources, Inc. 3.54% 4 Bullish 21 1 +23.1%
KMI Kinder Morgan, Inc. 2.91% 4 Bullish 6 3 +1.0%
OKE ONEOK, Inc. 2.42% 4 Bullish 3 1 +7.0%
OXY Occidental Petroleum Corporation 1.83% 4 Bullish 1 2 +31.2%
HAL Halliburton Company 1.35% 4 Bullish 16 1 +2.0%
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 23.46% $393.0M 2,494,084 24.0 $665.6B Energy
2 CHEVRON CORP CVX 16.48% $276.1M 1,389,974 32.6 $403.4B Energy
3 CONOCOPHILLIPS COP 6.69% $112.0M 905,869 19.1 $155.1B Energy
4 WILLIAMS INC WMB 4.28% $71.8M 985,605 33.8 $88.5B Energy
5 EOG RESOURCES INC EOG 3.54% $59.3M 431,373 15.0 $75.3B Energy
6 MARATHON PETROLEUM CORP MPC 3.36% $56.3M 238,439 17.2 $69.9B Energy
7 VALERO ENERGY CORP VLO 3.35% $56.1M 235,139 31.0 $73.2B Energy
8 PHILLIPS PSX 3.26% $54.5M 315,765 16.1 $70.3B Energy
9 SLB NV SLB.PA 3.20% $53.5M 1,181,021 20.5 $57.6B Energy
10 KINDER MORGAN INC KMI 2.91% $48.8M 1,495,391 23.9 $73.1B Energy
11 BAKER HUGHES CLASS A BKR 2.58% $43.2M 751,211 23.0 $59.6B Energy
12 CHENIERE ENERGY INC LNG 2.52% $42.2M 158,446 11.3 $60.5B Energy
13 ONEOK INC OKE 2.42% $40.5M 470,281 16.6 $56.2B Energy
14 TARGA RESOURCES CORP TRGP 2.21% $37.0M 157,944 27.7 $51.0B Energy
15 OCCIDENTAL PETROLEUM CORP OXY 1.83% $30.6M 524,478 26.1 $59.9B Energy
16 EQT CORP EQT 1.75% $29.4M 462,176 19.8 $40.4B Energy
17 DIAMONDBACK ENERGY INC FANG 1.66% $27.8M 146,340 33.0 $54.3B Energy
18 TEXAS PACIFIC LAND CORP TPL 1.36% $22.7M 42,888 74.4 $35.8B Energy
19 HALLIBURTON HAL 1.35% $22.6M 624,119 23.9 $30.7B Energy
20 DEVON ENERGY CORP DVN 1.31% $22.0M 456,306 11.4 $30.2B Energy
21 TECHNIPFMC PLC FTI 1.16% $19.4M 298,042 28.4 $26.4B Energy
22 COTERRA ENERGY INC CTRA 1.12% $18.8M 560,995 15.1 $25.8B Energy
23 EXPAND ENERGY CORP EXE 1.07% $17.8M 169,108 14.1 $25.8B Energy
24 FIRST SOLAR INC FSLR 0.89% $14.9M 75,469 13.5 $20.7B Energy
25 OVINTIV INC OVV 0.71% $12.0M 213,441 11.8 $16.1B Energy
26 PERMIAN RESOURCES CORP CLASS A PR 0.62% $10.4M 528,850 16.0 $14.4B Energy
27 DT MIDSTREAM INC DTM 0.60% $10.1M 75,458 30.4 $13.4B Energy
28 APA CORP APA 0.57% $9.6M 260,877 9.7 $13.8B Energy
29 ANTERO RESOURCES CORP AR 0.53% $8.9M 215,451 21.0 $13.3B Energy
30 RANGE RESOURCES CORP RRC 0.46% $7.6M 175,559 16.1 $10.5B Energy
31 HF SINCLAIR CORP DINO 0.41% $6.9M 115,966 19.0 $11.1B Energy
32 VIPER ENERGY INC CLASS A VNOM 0.39% $6.5M 138,444 -119.2 $18.0B Energy
33 ANTERO MIDSTREAM CORP AM 0.34% $5.7M 248,707 26.2 $10.8B Energy
34 CHORD ENERGY CORP CHRD 0.33% $5.6M 42,650 168.6 $7.5B Energy
35 MATADOR RESOURCES MTDR 0.30% $5.0M 86,850 9.6 $7.3B Energy
36 NOV INC NOV 0.29% $4.9M 269,708 46.9 $6.8B Energy
37 WEATHERFORD INTERNATIONAL PLC WFRD 0.27% $4.5M 52,325 14.4 $6.2B Energy
38 ENPHASE ENERGY INC ENPH 0.24% $4.1M 94,641 33.6 $5.8B Energy
39 USD CASH Cash 0.11% $1.8M 1,773,612
40 BLK CSH FND TREASURY SL AGENCY Bond 0.06% $1.0M 1,004,475
41 CASH COLLATERAL USD WFFUT Cash 0.01% $188,000 188,000

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