iShares U.S. Oil & Gas ExploIEOETF
13F holders, Q2 2024 (June 30)183holders +8
28new positions
23sold out
1famous investor
$99.49avg. 13F price*
At the end of Q2 2024, 183 institutions reported holding iShares U.S. Oil & Gas Explo (IEO) in their 13F filings, up 8 from Q1 2024. 28 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($51.0M), Bank of America Corp. ($17.0M) and Wells Fargo & Company ($12.8M). One famous investor held it 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $26.1M |
| Exits | 23 | $28.5M |
All 13F filers, Q1 2024 → Q2 2024: 472,893 shares bought and 442,517 shares sold, net +30,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| Morgan Stanley | 0.00% | Add +5.7% | 512,552 | $51.0M |
| Bank of America Corp. | 0.00% | Reduce -8.2% | 171,140 | $17.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.7% | 128,296 | $12.8M |
| Altus Wealth Management, LLC | 4.92% | New | 102,826 | $10.2M |
| Royal Bank of Canada | 0.00% | Add +17.1% | 102,711 | $10.2M |
| LPL Financial LLC | 0.00% | Reduce -4.4% | 99,441 | $9.9M |
| Amica Mutual Insurance Co. | 0.86% | No change | 86,900 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.3% | 80,252 | $8.0M |
| MML Investors Services, LLC | 0.03% | Add +5.1% | 79,224 | $7.9M |
| UBS Group AG | 0.00% | Add +11.1% | 72,504 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.0% | 70,525 | $7.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +309.8% | 70,013 | $7.0M |
| Stifel Financial Corp. | 0.01% | Reduce -9.0% | 62,556 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -19.4% | 58,897 | $5.9M |
| Raymond James & Associates | 0.00% | Reduce -1.4% | 44,585 | $4.4M |
| HRT Financial LP | 0.02% | New | 39,227 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +38.8% | 38,106 | $3.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.4% | 37,536 | $3.7M |
| Two Sigma Investments, LP | 0.01% | Add +200.0% | 36,000 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.0% | 35,884 | $3.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Reduce -0.7% | 33,151 | $3.3M |
| SPC Financial, Inc. | 0.28% | Add +0.4% | 30,181 | $3.0M |
| D.A. Davidson & Co. | 0.03% | Add +14.6% | 29,090 | $2.9M |
| Principal Securities, Inc. | 0.08% | Add +13.6% | 27,755 | $2.8M |
| Mutual Advisors, LLC | 0.08% | Add +27.2% | 27,911 | $2.7M |
| Cottonwood Capital Advisors, LLC | 2.07% | Reduce -2.6% | 27,319 | $2.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +28.6% | 26,022 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +393.6% | 25,919 | $2.6M |
| Carret Asset Management, LLC | 0.28% | Reduce -2.8% | 24,536 | $2.4M |
| Martin & Co. Inc. | 0.56% | Reduce -0.3% | 22,482 | $2.2M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 22,081 | $2.2M |
| Stegent Equity Advisors, Inc. | 2.26% | New | 21,827 | $2.2M |
| Tradewinds, LLC. | 0.63% | New | 20,443 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.3% | 20,281 | $2.0M |
| Sowell Financial Services LLC | 0.08% | New | 17,018 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +29.4% | 16,240 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -13.9% | 16,190 | $1.6M |
| Brookstone Capital Management | 0.03% | Reduce -1.6% | 15,621 | $1.6M |
| Alhambra Investment Management LLC | 0.83% | Reduce -16.0% | 15,169 | $1.5M |
| Viawealth, LLC | 0.91% | Reduce -1.9% | 14,725 | $1.5M |
| Equitable Holdings, Inc. | 0.02% | Add +31.3% | 14,500 | $1.4M |
| PCG Wealth Advisors, LLC | 0.62% | Reduce -3.5% | 14,309 | $1.4M |
| Wealth Management Partners, LLC | 0.68% | Add +4.1% | 14,106 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -22.7% | 14,031 | $1.4M |
| Spectrum Wealth Counsel, LLC | 0.17% | New | 13,879 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.2% | 13,345 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.4% | 12,453 | $1.2M |
| Ted Buchan & Co | 0.66% | Reduce -52.2% | 12,396 | $1.2M |
| Audent Global Asset Management, LLC | 1.28% | Reduce -5.2% | 12,380 | $1.2M |
| Independent Family Office, LLC | 0.70% | Reduce -29.2% | 12,281 | $1.2M |
| Mezzasalma Advisors, LLC | 0.49% | Add +32.5% | 11,560 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.02% | New | 11,335 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -46.1% | 10,938 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | — | 9,535 | $1.0M |
| IHT Wealth Management, LLC | 0.04% | Add +12.1% | 10,222 | $1.0M |
| Creative Planning | 0.00% | Add +25.1% | 8,972 | $893K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +2.3% | 8,925 | $888K |
| Cypress Asset Management Inc. | 0.22% | Add +5.9% | 8,606 | $873K |
| Mariner, LLC | 0.00% | Add +0.0% | 8,750 | $871K |
| Kestra Advisory Services, LLC | 0.00% | Add +34.5% | 8,907 | $856K |
| Oppenheimer & Co. Inc. | 0.01% | New | 8,590 | $855K |
| Private Advisor Group, LLC | 0.01% | Reduce -36.8% | 8,000 | $796K |
| Guyasuta Investment Advisors Inc. | 0.06% | No change | 8,486 | $791K |
| Wedbush Securities Inc. | 0.03% | Add +35.9% | 7,481 | $745K |
| Mraz, Amerine & Associates, Inc. | 0.15% | Reduce -2.9% | 7,114 | $708K |
| Westmount Partners, LLC | 0.23% | Add +0.5% | 7,036 | $702K |
| Investors Research Corp | 0.16% | Add +64.7% | 7,047 | $701K |
| Endowment Wealth Management, Inc. | 0.49% | Reduce -0.3% | 6,796 | $676K |
| Independent Financial Group, LLC | 0.03% | Reduce -6.7% | 6,786 | $675K |
| Visionary Wealth Advisors | 0.04% | Reduce -0.4% | 6,782 | $675K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.8% | 6,219 | $619K |
| Stephens Inc. | 0.01% | Reduce -9.1% | 6,140 | $611K |
| Crumly & Associates Inc. | 0.17% | Add +0.9% | 5,919 | $589K |
| Prudential Financial Inc. | 0.00% | Reduce -0.4% | 5,878 | $585K |
| Two Sigma Securities, LLC | 0.03% | New | 5,711 | $568K |
| Citadel Advisors | 0.00% | Reduce -21.0% | 5,587 | $556K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 5,159 | $513K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -6.2% | 4,552 | $453K |
| Gill Capital Partners, LLC | 0.17% | No change | 4,445 | $442K |
| Sigma Planning Corp | 0.01% | Add +1.1% | 4,403 | $438K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.3% | 3,986 | $397K |
| Trexquant Investment LP | 0.01% | New | 3,568 | $355K |
| TD Waterhouse Canada Inc. | 0.00% | Add +20.1% | 3,535 | $352K |
| Poehling Capital Management, INC. | 0.10% | No change | 3,500 | $348K |
| Advisory Services Network, LLC | 0.01% | Add +16.4% | 3,498 | $348K |
| HighTower Advisors, LLC | 0.00% | Add +9.3% | 3,225 | $322K |
| Jones Financial Companies LLLP | 0.00% | New | 3,006 | $299K |
| Fiduciary Trust Co | 0.00% | No change | 3,005 | $299K |
| Sunbelt Securities, Inc. | 0.03% | No change | 2,972 | $296K |
| Atlas Private Wealth Advisors | 0.05% | New | 2,900 | $289K |
| Scotia Capital Inc. | 0.00% | New | 2,899 | $289K |
| Whittier Trust Co. | 0.00% | Add +1319.7% | 2,882 | $287K |
| Dakota Wealth Management | 0.01% | Add +23.7% | 2,870 | $286K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.4% | 2,761 | $275K |
| Citigroup Inc. | 0.00% | No change | 2,749 | $274K |
| Joseph P. Lucia & Associates, LLC | 0.14% | Reduce -9.9% | 2,745 | $273K |
| Prospera Financial Services Inc | 0.01% | Add +1.1% | 2,673 | $266K |
| Gsa Capital Partners LLP | 0.02% | New | 2,544 | $253K |
| Benedict Financial Advisors Inc. | 0.06% | Reduce -85.8% | 2,506 | $249K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -7.7% | 2,482 | $247K |
"% 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.