iShares U.S. Oil & Gas ExploIEOETF
13F holders, Q3 2024 (September 30)168holders −15
12new positions
28sold out
2famous investors
$91.50avg. 13F price*
At the end of Q3 2024, 168 institutions reported holding iShares U.S. Oil & Gas Explo (IEO) in their 13F filings, down 15 from Q2 2024. 12 opened new positions and 28 sold out. The largest holders were Morgan Stanley ($36.8M), Goldman Sachs Group Inc. ($11.7M) and Bank of America Corp. ($11.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $11.5M |
| Exits | 28 | $15.2M |
All 13F filers, Q2 2024 → Q3 2024: 308,980 shares bought and 607,905 shares sold, net −298,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| Morgan Stanley | 0.00% | Reduce -21.6% | 402,079 | $36.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +689.4% | 128,198 | $11.7M |
| Bank of America Corp. | 0.00% | Reduce -25.6% | 127,255 | $11.6M |
| Wells Fargo & Company | 0.00% | Reduce -6.4% | 120,049 | $11.0M |
| LPL Financial LLC | 0.00% | Add +13.0% | 112,338 | $10.3M |
| Altus Wealth Management, LLC | 4.46% | Add +1.0% | 103,859 | $9.5M |
| EP Wealth Advisors, LLC | 0.07% | New | 84,092 | $7.7M |
| MML Investors Services, LLC | 0.03% | Reduce -2.5% | 77,282 | $7.1M |
| Amica Mutual Insurance Co. | 0.63% | Reduce -18.0% | 71,219 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.5% | 70,219 | $6.4M |
| UBS Group AG | 0.00% | Reduce -8.1% | 66,634 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -36.8% | 64,874 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.6% | 61,033 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.3% | 59,771 | $5.5M |
| Stifel Financial Corp. | 0.00% | Reduce -17.7% | 51,463 | $4.7M |
| Mutual Advisors, LLC | 0.12% | Add +60.6% | 44,829 | $4.1M |
| Raymond James & Associates | 0.00% | Reduce -6.9% | 41,494 | $3.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +0.2% | 33,220 | $3.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.6% | 33,201 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -54.6% | 31,766 | $2.9M |
| SPC Financial, Inc. | 0.24% | Reduce -1.4% | 29,775 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.5% | 29,522 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -2.2% | 28,459 | $2.6M |
| Carret Asset Management, LLC | 0.23% | Reduce -5.7% | 23,131 | $2.1M |
| Cottonwood Capital Advisors, LLC | 1.54% | Reduce -16.2% | 22,887 | $2.1M |
| Martin & Co. Inc. | 0.48% | Add +0.1% | 22,494 | $2.1M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -0.1% | 22,051 | $2.0M |
| Sowell Financial Services LLC | 0.09% | Add +20.1% | 20,431 | $1.9M |
| Stegent Equity Advisors, Inc. | 2.03% | Reduce -8.1% | 20,069 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.2% | 19,631 | $1.8M |
| Tradewinds, LLC. | 0.55% | Reduce -5.3% | 19,364 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.3% | 19,267 | $1.8M |
| Independent Family Office, LLC | 0.78% | Add +38.9% | 17,056 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +23.5% | 16,482 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +0.6% | 16,291 | $1.5M |
| Citadel Advisors | 0.00% | Add +188.8% | 16,135 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 15,934 | $1.5M |
| Brookstone Capital Management | 0.02% | Add +1.0% | 15,780 | $1.4M |
| Viawealth, LLC | 0.81% | Add +3.8% | 15,286 | $1.4M |
| Wealth Management Partners, LLC | 0.60% | Reduce -0.4% | 14,055 | $1.3M |
| PCG Wealth Advisors, LLC | 0.49% | Reduce -2.4% | 13,970 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -1.1% | 13,878 | $1.3M |
| Audent Global Asset Management, LLC | 1.83% | Reduce -5.1% | 11,753 | $1.1M |
| Mezzasalma Advisors, LLC | 0.42% | Add +0.5% | 11,620 | $1.1M |
| HRT Financial LP | 0.01% | Reduce -70.6% | 11,541 | $1.1M |
| Investors Research Corp | 0.21% | Add +52.5% | 10,749 | $983K |
| Equitable Holdings, Inc. | 0.01% | Reduce -26.2% | 10,707 | $979K |
| Private Advisor Group, LLC | 0.01% | Add +31.2% | 10,493 | $960K |
| Enclave Advisors LLC | 0.16% | — | 10,191 | $932K |
| Creative Planning | 0.00% | Add +3.3% | 9,265 | $847K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -2.5% | 8,700 | $796K |
| Mariner, LLC | 0.00% | Reduce -0.8% | 8,677 | $793K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.7% | 8,402 | $768K |
| Cypress Asset Management Inc. | 0.19% | Reduce -3.0% | 8,350 | $764K |
| Guyasuta Investment Advisors Inc. | 0.05% | Reduce -4.7% | 8,088 | $740K |
| Westmount Partners, LLC | 0.21% | Add +7.6% | 7,570 | $692K |
| Citigroup Inc. | 0.00% | Add +171.7% | 7,468 | $683K |
| Endowment Wealth Management, Inc. | 0.42% | Add +3.8% | 7,053 | $645K |
| Renaissance Technologies | 0.00% | New | 7,000 | $640K |
| Mraz, Amerine & Associates, Inc. | 0.11% | Reduce -3.1% | 6,896 | $631K |
| Visionary Wealth Advisors | 0.04% | Add +0.9% | 6,841 | $626K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -39.8% | 6,819 | $624K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -46.8% | 6,627 | $606K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -42.1% | 5,521 | $562K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -43.8% | 6,144 | $562K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.0% | 5,972 | $546K |
| Stephens Inc. | 0.01% | Reduce -4.0% | 5,892 | $539K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -36.2% | 5,683 | $520K |
| World Investment Advisors | 0.02% | New | 5,639 | $516K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.4% | 5,086 | $465K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +24.8% | 4,975 | $455K |
| Alta Wealth Advisors LLC | 0.19% | New | 4,557 | $417K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -1.2% | 4,496 | $411K |
| Gill Capital Partners, LLC | 0.15% | No change | 4,445 | $406K |
| Amica Retiree Medical Trust | 0.32% | — | 4,193 | $383K |
| Sigma Planning Corp | 0.01% | Reduce -5.2% | 4,174 | $382K |
| Independent Financial Group, LLC | 0.01% | Reduce -40.9% | 4,008 | $367K |
| CX Institutional | 0.02% | New | 3,815 | $349K |
| Advisory Services Network, LLC | 0.01% | No change | 3,498 | $348K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 3,800 | $348K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.7% | 3,702 | $347K |
| Sunbelt Securities, Inc. | 0.03% | Add +22.8% | 3,648 | $334K |
| Poehling Capital Management, INC. | 0.08% | No change | 3,500 | $320K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.0% | 3,224 | $294K |
| Prudential Financial Inc. | 0.00% | Reduce -48.8% | 3,011 | $275K |
| Fiduciary Trust Co | 0.00% | No change | 3,005 | $275K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.4% | 2,910 | $272K |
| Wedbush Securities Inc. | 0.01% | Reduce -60.2% | 2,978 | $272K |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.8% | 2,953 | $269K |
| Atlas Private Wealth Advisors | 0.04% | No change | 2,900 | $265K |
| Dakota Wealth Management | 0.01% | No change | 2,870 | $262K |
| Scotia Capital Inc. | 0.00% | Reduce -5.7% | 2,734 | $250K |
| Whittier Trust Co. | 0.00% | Reduce -6.9% | 2,682 | $245K |
| Prospera Financial Services Inc | 0.01% | Reduce -7.1% | 2,483 | $228K |
| NorthCoast Asset Management LLC | 0.00% | No change | 2,441 | $223K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.3% | 2,377 | $217K |
| Benedict Financial Advisors Inc. | 0.05% | Reduce -5.4% | 2,371 | $217K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Reduce -15.7% | 2,315 | $212K |
| First Horizon Advisors, Inc. | 0.01% | No change | 2,262 | $207K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.2% | 2,254 | $206K |
| Essex Financial Services, Inc. | 0.01% | Add +0.1% | 2,210 | $205K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,050 | $187K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -2.6% | 2,023 | $184K |
| Avior Wealth Management, LLC | 0.01% | No change | 1,825 | $167K |
| City State Bank | 0.06% | Add +5.9% | 1,800 | $165K |
| Sandy Spring Bank | 0.01% | Add +7.3% | 1,473 | $135K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.1% | 1,375 | $126K |
| Ancora Advisors LLC | 0.00% | Reduce -14.6% | 1,185 | $108K |
| Red Tortoise LLC | 0.05% | Add +0.6% | 1,121 | $103K |
| Harbour Investments, Inc. | 0.00% | Add +13.2% | 1,086 | $99K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,023 | $94K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 976 | $89K |
| FMR LLC | 0.00% | Add +58.3% | 975 | $89K |
| NewEdge Advisors, LLC | 0.00% | Add +25.3% | 935 | $86K |
| Parallel Advisors, LLC | 0.00% | Reduce -48.9% | 829 | $76K |
| Blair William & Co. | 0.00% | Reduce -61.0% | 745 | $68K |
| GeoWealth Management, LLC | 0.00% | New | 745 | $68K |
| Global Retirement Partners, LLC | 0.00% | Add +3.1% | 736 | $67K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -12.5% | 700 | $64K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +2.2% | 702 | $64K |
| Lanark Financial, Inc. | 0.00% | Reduce -26.7% | 607 | $55K |
| Hollencrest Capital Management | 0.00% | No change | 500 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 450 | $41K |
| Winch Advisory Services, LLC | 0.01% | Add +0.7% | 449 | $41K |
| Anchor Investment Management, LLC | 0.00% | No change | 404 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 360 | $33K |
| Hilltop National Bank | 0.01% | No change | 315 | $29K |
| Cwm, LLC | 0.00% | Add +20.3% | 296 | $27K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 292 | $27K |
| Bokf, NA | 0.00% | New | 263 | $26K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.7% | 279 | $25K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.8% | 257 | $24K |
| Albion Financial Group | 0.00% | No change | 250 | $23K |
| IFP Advisors, Inc | 0.00% | Reduce -76.2% | 250 | $23K |
| Spire Wealth Management | 0.00% | No change | 235 | $21K |
| Comerica Bank | 0.00% | Reduce -0.9% | 228 | $21K |
| Breakwater Investment Management | 0.01% | No change | 226 | $21K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 225 | $21K |
| Howe & Rusling Inc. | 0.00% | No change | 202 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 200 | $18K |
| Fairfield Financial Advisors, LTD | 0.01% | Add +1.1% | 188 | $17K |
| Bangor Savings Bank | 0.00% | No change | 181 | $17K |
| HighMark Wealth Management LLC | 0.01% | Add +1.2% | 174 | $16K |
| Simplex Trading, LLC | 0.00% | Reduce -76.8% | 170 | $15K |
| Abound Wealth Management | 0.00% | No change | 158 | $14K |
| Financial Freedom, LLC | 0.01% | No change | 157 | $14K |
| Larson Financial Group LLC | 0.00% | New | 153 | $14K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 152 | $14K |
| Avion Wealth | 0.00% | No change | 150 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | New | 127 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 111 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 108 | $10K |
| Main Management LLC | 0.00% | No change | 100 | $9K |
| National Bank of Canada | 0.00% | No change | 75 | $7K |
| Tidemark, LLC | 0.00% | No change | 70 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 69 | $6K |
| Allianz SE | 0.00% | No change | 67 | $6K |
| Principal Securities, Inc. | 0.00% | Reduce -99.8% | 63 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 54 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 56 | $5K |
| Painted Porch Advisors LLC | 0.00% | No change | 50 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -80.0% | 50 | $5K |
| Bank of Montreal | 0.00% | No change | 50 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Add +2.1% | 48 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 26 | $2K |
| Signaturefd, LLC | 0.00% | No change | 11 | $992 |
| Activest Wealth Management | 0.00% | No change | 4 | $378 |
| Register Financial Advisors LLC | 0.00% | No change | 4 | $366 |
"% 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.