iShares U.S. Oil & Gas ExploIEOETF

13F holders, Q2 2026 (June 30)
162holders −7
13new positions
22sold out
3famous investors
$109.84avg. 13F price*

At the end of Q2 2026, 162 institutions reported holding iShares U.S. Oil & Gas Explo (IEO) in their 13F filings, down 7 from Q1 2026. 13 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($32.7M), Bank Pictet & Cie (Europe) AG ($13.4M) and Two Sigma Investments, LP ($12.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
iShares U.S. Oil & Gas Explo
CUSIP
464288851
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 175Q1 2024Q2 2024: 183Q2 2024Q3 2024: 168Q3 2024Q4 2024: 161Q4 2024Q1 2025: 156Q1 2025Q2 2025: 153Q2 2025Q3 2025: 151Q3 2025Q4 2025: 154Q4 2025Q1 2026: 169Q1 2026Q2 2026: 162Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions13$7.7M
Exits22$35.2M

All 13F filers, Q1 2026 → Q2 2026: 262,423 shares bought and 608,341 shares sold, net −345,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 162 holders

Morgan Stanley 0.00% Reduce -3.9% 297,508 $32.7M
Bank Pictet & Cie (Europe) AG 0.26% Reduce -22.3% 122,139 $13.4M
Two Sigma Investments, LP 0.01% Add +1177.7% 117,548 $12.9M
Bank of America Corp. 0.00% Reduce -13.9% 100,740 $11.1M
Wells Fargo & Company 0.00% Reduce -5.9% 89,518 $9.8M
LPL Financial LLC 0.00% Reduce -30.2% 89,473 $9.8M
EP Wealth Advisors, LLC 0.03% Add +0.2% 79,628 $8.7M
Commonwealth Equity Services, LLC 0.01% Reduce -1.1% 54,329 $6.0M
Mader & Shannon Wealth Management, Inc. 2.48% Add +3.6% 48,339 $5.3M
Royal Bank of Canada 0.00% Reduce -24.4% 46,115 $5.1M
Citadel Advisors 0.00% Add +175.2% 43,903 $4.8M
Ameriprise Financial Inc. 0.00% Reduce -1.5% 43,364 $4.8M
Amica Mutual Insurance Co. 0.37% Reduce -4.3% 40,914 $4.5M
Investors Research Corp 0.79% Add +8.6% 40,047 $4.4M
Susquehanna International Group, LLP 0.00% Reduce -10.6% 39,341 $4.3M
UBS Group AG 0.00% Reduce -21.3% 39,247 $4.3M
Citigroup Inc. 0.00% Add +1542.9% 34,665 $3.8M
Mutual Advisors, LLC 0.06% Reduce -2.0% 29,704 $3.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -35.5% 28,410 $3.1M
Martin & Co. Inc. 0.39% Reduce -0.3% 22,678 $2.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Reduce -6.1% 22,460 $2.5M
Johnson Investment Counsel Inc. 0.02% Add +0.5% 21,816 $2.4M
Cottonwood Capital Advisors, LLC 1.36% Reduce -0.1% 20,565 $2.3M
PFG Investments, LLC 0.08% New 19,021 $2.1M
AlphaCore Capital LLC 0.04% Reduce -27.4% 18,728 $2.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.8% 18,401 $2.0M
Flow Traders U.S. LLC 0.08% New 17,142 $1.9M
Envestnet Asset Management Inc. 0.00% Reduce -72.5% 16,302 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.6% 16,301 $1.8M
Raymond James Financial Inc. 0.00% Reduce -43.6% 15,392 $1.7M
Wealth Management Partners, LLC 0.38% Reduce -5.6% 14,661 $1.6M
HighTower Advisors, LLC 0.00% Reduce -4.5% 14,042 $1.5M
Osaic Holdings, Inc. 0.00% Add +1.0% 13,007 $1.4M
Independent Family Office, LLC 0.56% No change 12,754 $1.4M
Truist Financial Corp. 0.00% Reduce -23.8% 12,462 $1.4M
Beacon Pointe Advisors, LLC 0.01% Reduce -25.8% 12,389 $1.4M
Carret Asset Management, LLC 0.12% Reduce -2.0% 12,370 $1.4M
Tower Research Capital LLC (TRC) 0.03% New 12,304 $1.4M
Jones Financial Companies LLLP 0.00% Add +29.0% 11,898 $1.3M
Mariner, LLC 0.00% Reduce -47.3% 11,666 $1.3M
Stifel Financial Corp. 0.00% Reduce -39.9% 11,414 $1.3M
Audent Global Asset Management, LLC 1.34% Add +21.8% 10,951 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -10.2% 10,559 $1.2M
Cetera Investment Advisers 0.00% Reduce -7.2% 10,527 $1.2M
Enclave Advisors LLC 0.15% Reduce -0.0% 10,190 $1.1M
Savvy Advisors, Inc. 0.02% Reduce -1.6% 10,063 $1.1M
GTS Securities LLC 0.02% New 8,592 $944K
PCG Wealth Advisors, LLC 0.21% Add +4.3% 8,536 $938K
Stegent Equity Advisors, Inc. 0.63% Reduce -0.7% 7,950 $873K
Cresset Asset Management, LLC 0.00% Reduce -14.2% 7,604 $835K
Northern Trust Corp. 0.00% Add +4.4% 7,349 $807K
Creative Planning 0.00% Add +18.3% 7,322 $804K
Mezzasalma Advisors, LLC 0.15% Reduce -0.8% 6,904 $758K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.6% 6,671 $733K
RiverFront Investment Group, LLC 0.01% Reduce -12.0% 6,491 $713K
Qube Research & Technologies Ltd 0.00% Add +114.7% 6,477 $711K
D. E. Shaw & Co. 0.00% New 6,349 $697K
Endowment Wealth Management, Inc. 0.25% Add +0.5% 5,996 $659K
Millennium Management 0.00% New 5,801 $637K
Mraz, Amerine & Associates, Inc. 0.09% Reduce -2.1% 5,793 $636K
Jane Street Group, LLC 0.00% Reduce -44.5% 5,307 $583K
Regatta Research & Money Management 0.53% — 5,093 $559K
Independent Financial Group, LLC 0.01% Add +2.0% 5,000 $549K
Guyasuta Investment Advisors Inc. 0.03% No change 4,893 $537K
Sanctuary Advisors, LLC 0.00% Add +26.5% 4,784 $525K
Betterment LLC 0.00% Add +67.9% 4,358 $479K
MML Investors Services, LLC 0.00% Reduce -8.8% 4,310 $473K
TD Waterhouse Canada Inc. 0.00% Add +1.6% 4,309 $473K
Westmount Partners, LLC 0.10% Add +0.5% 4,263 $468K
Altfest L J & Co. Inc. 0.05% Add +0.2% 4,235 $465K
Kestra Advisory Services, LLC 0.00% Reduce -33.7% 4,054 $445K
Equitable Holdings, Inc. 0.00% Reduce -29.2% 3,966 $436K
Goldman Sachs Group Inc. 0.00% Add +55.7% 3,938 $433K
Stephens Inc. 0.00% Reduce -8.6% 3,732 $410K
Poehling Capital Management, INC. 0.08% No change 3,500 $384K
Focus Partners Wealth 0.00% Add +31.4% 3,354 $368K
Fiduciary Trust Co 0.00% No change 3,005 $330K
Mercer Global Advisors Inc. 0.00% Add +0.4% 2,963 $325K
Cypress Asset Management Inc. 0.06% No change 2,953 $324K
&partners 0.00% Reduce -7.9% 2,782 $305K
Marshall Wace, LLP 0.00% Reduce -71.3% 2,573 $283K
Ignite Planners, LLC 0.03% Add +46.8% 2,225 $244K
Koshinski Asset Management, Inc. 0.01% Reduce -6.8% 2,209 $243K
Gill Capital Partners, LLC 0.06% No change 2,192 $241K
Rockefeller Capital Management L.P. 0.00% Reduce -1.1% 2,086 $229K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +32.5% 2,069 $227K
Sowell Financial Services LLC 0.01% Add +1.8% 1,995 $219K
Avior Wealth Management, LLC 0.01% Reduce -8.5% 1,981 $218K
Coldstream Capital Management Inc. 0.00% No change 1,963 $216K
Anchyra Partners LLC 0.05% No change 1,825 $200K
Harbour Investments, Inc. 0.00% Add +0.1% 1,706 $187K
one8zero8, LLC 0.03% Reduce -1.9% 1,400 $154K
First Horizon Corp. 0.01% Reduce -45.2% 1,362 $150K
FMR LLC 0.00% Add +15.0% 1,275 $140K
Bank of Montreal 0.00% No change 1,017 $112K
International Assets Investment Management, LLC 0.01% Add +10.2% 940 $103K
Ancora Advisors LLC 0.00% Reduce -14.9% 868 $95K
CX Institutional 0.00% Reduce -43.6% 854 $94K
Harbor Investment Advisory, LLC 0.01% No change 800 $88K
Compass Financial Management LLC 0.01% — 685 $84K

"% of holder's portfolio" is IEO's weight in each manager's 13F, not the share of iShares U.S. Oil & Gas Explo the manager owns.

Show all 162 holders