iShares U.S. Oil & Gas ExploIEOETF
13F holders, Q1 2024 (March 31)175holders
3famous investors
$106.95avg. 13F price*
At the end of Q1 2024, 175 institutions reported holding iShares U.S. Oil & Gas Explo (IEO) in their 13F filings. The largest holders were Morgan Stanley ($51.9M), Bank of America Corp. ($19.9M) and Redhawk Wealth Advisors, Inc. ($14.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares U.S. Oil & Gas Explo
- CUSIP
- 464288851
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $27.2M |
| Exits | 29 | $214.9M |
Ownership 175 holders
| Morgan Stanley | 0.00% | Reduce -5.7% | 484,972 | $51.9M |
| Bank of America Corp. | 0.00% | Add +0.1% | 186,361 | $19.9M |
| Redhawk Wealth Advisors, Inc. | 2.34% | New | 134,146 | $14.3M |
| Wells Fargo & Company | 0.00% | Reduce -14.1% | 131,874 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 113,756 | $12.2M |
| LPL Financial LLC | 0.01% | Reduce -0.1% | 104,038 | $11.1M |
| Royal Bank of Canada | 0.00% | Reduce -18.1% | 87,686 | $9.4M |
| Amica Mutual Insurance Co. | 0.95% | No change | 86,900 | $9.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 85,683 | $9.2M |
| MML Investors Services, LLC | 0.03% | Reduce -15.1% | 75,368 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.6% | 73,062 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +2.8% | 68,741 | $7.4M |
| UBS Group AG | 0.00% | Add +3.4% | 65,271 | $7.0M |
| MinichMacGregor Wealth Management, LLC | 1.71% | New | 62,273 | $6.7M |
| Raymond James & Associates | 0.00% | Reduce -25.4% | 45,236 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.7% | 41,715 | $4.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -22.6% | 35,279 | $3.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Reduce -1.5% | 33,368 | $3.6M |
| SPC Financial, Inc. | 0.30% | Add +6.4% | 30,070 | $3.2M |
| Cottonwood Capital Advisors, LLC | 2.41% | Reduce -9.2% | 28,040 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +26.1% | 27,457 | $2.9M |
| Ted Buchan & Co | 1.70% | Reduce -0.8% | 25,923 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +1.7% | 25,394 | $2.7M |
| Carret Asset Management, LLC | 0.32% | Reduce -0.3% | 25,246 | $2.7M |
| Principal Securities, Inc. | 0.08% | Add +6.6% | 24,433 | $2.6M |
| Martin & Co. Inc. | 0.59% | Reduce -3.0% | 22,547 | $2.4M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -2.2% | 22,081 | $2.4M |
| Mutual Advisors, LLC | 0.08% | Add +4.1% | 21,947 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.8% | 20,549 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.0% | 20,310 | $2.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +18.2% | 20,229 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -24.1% | 18,801 | $2.0M |
| Cetera Investment Advisers | 0.00% | New | 18,155 | $1.9M |
| Alhambra Investment Management LLC | 1.06% | Add +3.9% | 18,062 | $1.9M |
| Benedict Financial Advisors Inc. | 0.48% | Add +0.2% | 17,601 | $1.9M |
| Independent Family Office, LLC | 1.00% | Reduce -3.1% | 17,339 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.4% | 17,083 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -20.6% | 15,881 | $1.7M |
| Viawealth, LLC | 1.00% | Add +8.8% | 15,008 | $1.6M |
| PCG Wealth Advisors, LLC | 0.75% | Reduce -2.8% | 14,828 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Add +37.2% | 14,598 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.6% | 14,230 | $1.5M |
| Wealth Management Partners, LLC | 0.74% | Add +1.7% | 13,554 | $1.4M |
| Renaissance Technologies | 0.00% | Add +42.1% | 13,500 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.9% | 13,165 | $1.4M |
| Audent Global Asset Management, LLC | 1.43% | Add +4.4% | 13,053 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +15.7% | 12,651 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -90.9% | 12,547 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -80.5% | 12,000 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +0.3% | 11,043 | $1.2M |
| SG Americas Securities, LLC | 0.01% | No change | 9,900 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Add +59.6% | 9,122 | $976K |
| Mariner, LLC | 0.00% | Reduce -52.7% | 8,748 | $936K |
| Mezzasalma Advisors, LLC | 0.44% | Add +0.8% | 8,728 | $934K |
| J.W. Cole Advisors, Inc. | 0.05% | Add +7.9% | 8,727 | $934K |
| Cypress Asset Management Inc. | 0.24% | Reduce -0.1% | 8,125 | $880K |
| Guyasuta Investment Advisors Inc. | 0.06% | No change | 8,486 | $791K |
| Mraz, Amerine & Associates, Inc. | 0.15% | Reduce -10.7% | 7,327 | $784K |
| Independent Financial Group, LLC | 0.04% | Reduce -6.1% | 7,273 | $778K |
| Creative Planning | 0.00% | Add +13.0% | 7,174 | $767K |
| Citadel Advisors | 0.00% | Reduce -79.1% | 7,075 | $757K |
| Westmount Partners, LLC | 0.27% | Add +0.6% | 6,999 | $749K |
| Endowment Wealth Management, Inc. | 0.55% | Reduce -3.3% | 6,820 | $730K |
| Visionary Wealth Advisors | 0.05% | Add +0.8% | 6,810 | $728K |
| Stephens Inc. | 0.01% | Reduce -14.1% | 6,756 | $723K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.3% | 6,745 | $722K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.7% | 6,624 | $709K |
| Prudential Financial Inc. | 0.00% | Reduce -54.5% | 5,902 | $631K |
| Crumly & Associates Inc. | 0.17% | New | 5,866 | $627K |
| Wedbush Securities Inc. | 0.02% | Reduce -12.7% | 5,507 | $589K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.9% | 5,251 | $562K |
| Cresset Asset Management, LLC | 0.00% | Add +6.1% | 5,142 | $550K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -3.6% | 4,853 | $519K |
| First Foundation Advisors | 0.02% | Reduce -33.9% | 4,524 | $484K |
| Sigma Planning Corp | 0.01% | Add +84.6% | 4,357 | $466K |
| Gill Capital Partners, LLC | 0.19% | Reduce -20.6% | 4,445 | $464K |
| Cibc World Market Inc. | 0.00% | Reduce -74.3% | 4,280 | $458K |
| Investors Research Corp | 0.11% | Add +99.7% | 4,280 | $458K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -4.7% | 3,976 | $425K |
| NorthCoast Asset Management LLC | 0.00% | New | 3,529 | $377K |
| Poehling Capital Management, INC. | 0.10% | No change | 3,500 | $374K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +4.9% | 3,594 | $352K |
| Riggs Asset Managment Co. Inc. | 0.10% | Add +1476.7% | 3,106 | $332K |
| Joseph P. Lucia & Associates, LLC | 0.17% | Reduce -0.8% | 3,047 | $326K |
| TD Waterhouse Canada Inc. | 0.00% | Add +40.6% | 2,944 | $324K |
| Advisory Services Network, LLC | 0.01% | Add +4.6% | 3,006 | $322K |
| Fiduciary Trust Co | 0.00% | No change | 3,005 | $321K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -4.2% | 2,972 | $318K |
| HighTower Advisors, LLC | 0.00% | Reduce -17.2% | 2,951 | $316K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -17.4% | 2,828 | $303K |
| Citigroup Inc. | 0.00% | No change | 2,749 | $294K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.5% | 2,749 | $294K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,690 | $288K |
| Prospera Financial Services Inc | 0.01% | Add +0.7% | 2,644 | $283K |
| Baird Financial Group, Inc. | 0.00% | New | 2,610 | $279K |
| Essex Financial Services, Inc. | 0.03% | Add +0.1% | 2,591 | $277K |
| Bluesphere Advisors LLC | 0.15% | New | 2,535 | $271K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 2,428 | $260K |
| Invesco Ltd. | 0.00% | Reduce -21.8% | 2,372 | $254K |
| Dakota Wealth Management | 0.01% | New | 2,320 | $248K |
| First Horizon Advisors, Inc. | 0.01% | No change | 2,262 | $242K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -39.0% | 2,217 | $237K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Reduce -7.0% | 2,206 | $236K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -46.1% | 2,050 | $219K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,033 | $218K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 2,033 | $217K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 2,012 | $215K |
| ProVise Management Group, LLC | 0.02% | New | 2,010 | $215K |
| Personal Cfo Solutions, LLC | 0.03% | New | 2,000 | $214K |
| Blair William & Co. | 0.00% | Reduce -6.1% | 1,971 | $211K |
| Coldstream Capital Management Inc. | 0.01% | New | 1,963 | $210K |
| Mgo One Seven LLC | 0.01% | New | 1,936 | $207K |
| Centaurus Financial, Inc. | 0.01% | New | 1,909 | $204K |
| Avior Wealth Management, LLC | 0.01% | No change | 1,825 | $195K |
| Simplex Trading, LLC | 0.01% | Add +61.0% | 1,800 | $192K |
| Parallel Advisors, LLC | 0.01% | Add +0.3% | 1,773 | $190K |
| Ancora Advisors LLC | 0.00% | Reduce -4.7% | 1,387 | $148K |
| Sandy Spring Bank | 0.01% | Add +935.0% | 1,273 | $136K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -15.7% | 1,175 | $123K |
| Red Tortoise LLC | 0.07% | New | 1,109 | $119K |
| IFP Advisors, Inc | 0.00% | Reduce -44.4% | 1,050 | $112K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,023 | $109K |
| Harbour Investments, Inc. | 0.00% | Add +8.4% | 982 | $105K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +457.7% | 976 | $104K |
| CIBC Private Wealth Group LLC | 0.00% | New | 960 | $104K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.1% | 932 | $100K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.4% | 925 | $98K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 800 | $86K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 742 | $79K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -43.6% | 687 | $72K |
| Tyler-Stone Wealth Management | 0.03% | Add +0.2% | 643 | $69K |
| Hollencrest Capital Management | 0.00% | Add +22.2% | 611 | $65K |
| FMR LLC | 0.00% | Add +152.5% | 548 | $59K |
| Winch Advisory Services, LLC | 0.02% | Reduce -4.9% | 526 | $56K |
| Cwm, LLC | 0.00% | Add +8450.0% | 513 | $55K |
| Anchor Investment Management, LLC | 0.00% | No change | 404 | $43K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.6% | 357 | $38K |
| Founders Capital Management | 0.03% | No change | 350 | $37K |
| Comerica Bank | 0.00% | Reduce -66.6% | 318 | $34K |
| Hilltop National Bank | 0.01% | — | 315 | $34K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 292 | $31K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | Add +94.1% | 262 | $28K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 255 | $27K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.4% | 250 | $27K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 250 | $27K |
| Spire Wealth Management | 0.00% | No change | 235 | $25K |
| Breakwater Investment Management | 0.01% | — | 226 | $24K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 225 | $24K |
| Whittier Trust Co. | 0.00% | No change | 203 | $22K |
| Howe & Rusling Inc. | 0.00% | Add +0.5% | 201 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 200 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 200 | $21K |
| Bangor Savings Bank | 0.00% | Add +1.7% | 181 | $19K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.6% | 164 | $18K |
| Abound Wealth Management | 0.01% | Add +0.6% | 158 | $17K |
| HighMark Wealth Management LLC | 0.01% | Reduce -39.6% | 151 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 111 | $12K |
| Main Management LLC | 0.00% | New | 100 | $11K |
| LifeSteps Financial, Inc. | 0.01% | New | 100 | $11K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 74 | $8K |
| Tidemark, LLC | 0.00% | No change | 70 | $7K |
| National Bank of Canada | 0.00% | Add +18.3% | 71 | $7K |
| Allianz SE | 0.00% | — | 67 | $7K |
| Realta Investment Advisors | 0.00% | New | 65 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 55 | $6K |
| Bank of Montreal | 0.00% | No change | 50 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 45 | $5K |
| NewEdge Advisors, LLC | 0.00% | New | 41 | $4K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 30 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 26 | $3K |
| US Bancorp \de | 0.00% | No change | 18 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 10 | $1K |
| VitalStone Financial, LLC | 0.00% | Reduce -73.1% | 7 | $1K |
| Activest Wealth Management | 0.00% | No change | 4 | $438 |
| Register Financial Advisors LLC | 0.00% | No change | 4 | $428 |
"% 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.