iShares U.S. Oil & Gas ExploIEOETF
13F holders, Q4 2024 (December 31)161holders −7
15new positions
24sold out
2famous investors
$89.84avg. 13F price*
At the end of Q4 2024, 161 institutions reported holding iShares U.S. Oil & Gas Explo (IEO) in their 13F filings, down 7 from Q3 2024. 15 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($34.4M), Bank of America Corp. ($11.8M) and Raymond James Financial Inc. ($11.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.0M |
| Exits | 24 | $7.5M |
All 13F filers, Q3 2024 → Q4 2024: 200,871 shares bought and 330,007 shares sold, net −129,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Morgan Stanley | 0.00% | Reduce -4.5% | 383,948 | $34.4M |
| Bank of America Corp. | 0.00% | Add +3.2% | 131,293 | $11.8M |
| Raymond James Financial Inc. | 0.00% | — | 130,682 | $11.7M |
| Wells Fargo & Company | 0.00% | Add +2.2% | 122,655 | $11.0M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 111,881 | $10.0M |
| Altus Wealth Management, LLC | 4.31% | Add +3.5% | 107,507 | $9.6M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -2.8% | 81,779 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +23.6% | 80,214 | $7.2M |
| MML Investors Services, LLC | 0.02% | Add +3.6% | 80,088 | $7.2M |
| Amica Mutual Insurance Co. | 0.65% | No change | 71,219 | $6.4M |
| UBS Group AG | 0.00% | Reduce -7.7% | 61,527 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.8% | 59,144 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.5% | 57,072 | $5.1M |
| Mutual Advisors, LLC | 0.14% | Add +5.7% | 47,394 | $4.7M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 51,756 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.4% | 49,351 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +15.1% | 33,990 | $3.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +0.3% | 33,316 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 33,038 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | New | 32,741 | $2.9M |
| SPC Financial, Inc. | 0.23% | Add +0.7% | 29,976 | $2.7M |
| Quadrature Capital Ltd | 0.05% | New | 29,339 | $2.6M |
| Citadel Advisors | 0.00% | Add +76.4% | 28,466 | $2.6M |
| Stegent Equity Advisors, Inc. | 2.37% | Add +29.9% | 26,066 | $2.3M |
| Carret Asset Management, LLC | 0.22% | Reduce -3.2% | 22,381 | $2.0M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 22,051 | $2.0M |
| Cottonwood Capital Advisors, LLC | 1.40% | Reduce -5.1% | 21,715 | $1.9M |
| Martin & Co. Inc. | 0.48% | Reduce -4.5% | 21,484 | $1.9M |
| Audent Global Asset Management, LLC | 1.23% | Add +79.8% | 21,129 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.3% | 19,681 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -86.3% | 17,534 | $1.6M |
| Independent Family Office, LLC | 0.79% | No change | 17,056 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +6.4% | 16,947 | $1.5M |
| PCG Wealth Advisors, LLC | 0.55% | Add +18.1% | 16,499 | $1.5M |
| Wealth Management Partners, LLC | 0.63% | Add +16.1% | 16,313 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -0.8% | 16,152 | $1.4M |
| Investors Research Corp | 0.30% | Add +40.8% | 15,129 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.9% | 15,041 | $1.3M |
| Viawealth, LLC | 0.76% | Reduce -7.6% | 14,124 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +93.9% | 13,220 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -55.0% | 12,816 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.5% | 11,616 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.2% | 10,260 | $920K |
| Enclave Advisors LLC | 0.15% | No change | 10,191 | $913K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +64.2% | 10,087 | $904K |
| Cetera Investment Advisers | 0.00% | Reduce -27.8% | 10,027 | $899K |
| Mezzasalma Advisors, LLC | 0.28% | Reduce -17.3% | 9,612 | $862K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +5.2% | 9,153 | $820K |
| Creative Planning | 0.00% | Reduce -3.5% | 8,940 | $801K |
| CX Institutional | 0.03% | Add +132.2% | 8,858 | $794K |
| Mariner, LLC | 0.00% | Add +2.0% | 8,853 | $794K |
| Sunbelt Securities, Inc. | 0.06% | Add +127.5% | 8,299 | $733K |
| Westmount Partners, LLC | 0.21% | Add +0.6% | 7,617 | $683K |
| Endowment Wealth Management, Inc. | 0.45% | Add +6.6% | 7,518 | $674K |
| Northern Trust Corp. | 0.00% | New | 7,488 | $671K |
| Tradewinds, LLC. | 0.18% | Reduce -65.5% | 6,690 | $649K |
| Cypress Asset Management Inc. | 0.15% | Reduce -18.6% | 6,796 | $624K |
| Canal Capital Management, LLC | 0.10% | New | 6,842 | $613K |
| Guyasuta Investment Advisors Inc. | 0.04% | Reduce -17.1% | 6,709 | $601K |
| Jones Financial Companies LLLP | 0.00% | Add +125.7% | 6,664 | $597K |
| Mraz, Amerine & Associates, Inc. | 0.11% | Reduce -4.1% | 6,614 | $593K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.6% | 6,124 | $549K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.6% | 5,946 | $533K |
| Advisory Services Network, LLC | 0.01% | Add +56.0% | 5,456 | $489K |
| Nova Wealth Management, Inc. | 0.41% | — | 5,255 | $471K |
| Brookstone Capital Management | 0.01% | Reduce -67.4% | 5,151 | $462K |
| Independent Financial Group, LLC | 0.02% | Add +28.5% | 5,149 | $461K |
| Cresset Asset Management, LLC | 0.00% | Add +0.4% | 5,105 | $458K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.9% | 4,806 | $455K |
| Medici Capital LLC | 0.57% | New | 4,970 | $445K |
| Equitable Holdings, Inc. | 0.00% | Reduce -54.9% | 4,830 | $433K |
| Stephens Inc. | 0.01% | Reduce -20.1% | 4,707 | $422K |
| Prospera Financial Services Inc | 0.01% | Add +77.0% | 4,394 | $394K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -3.0% | 4,362 | $391K |
| Sigma Planning Corp | 0.01% | Add +2.4% | 4,273 | $383K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -7.6% | 4,211 | $377K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.4% | 3,865 | $346K |
| Amica Retiree Medical Trust | 0.33% | Reduce -8.0% | 3,859 | $346K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -36.2% | 3,809 | $341K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,800 | $341K |
| Poehling Capital Management, INC. | 0.08% | No change | 3,500 | $314K |
| Gill Capital Partners, LLC | 0.11% | Reduce -22.5% | 3,443 | $309K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 3,229 | $289K |
| Scotia Capital Inc. | 0.00% | Add +12.7% | 3,080 | $276K |
| Fiduciary Trust Co | 0.00% | No change | 3,005 | $269K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 2,979 | $267K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.5% | 2,924 | $262K |
| Whittier Trust Co. | 0.00% | No change | 2,682 | $240K |
| Atlas Private Wealth Advisors | 0.03% | Reduce -10.3% | 2,600 | $233K |
| Global Retirement Partners, LLC | 0.01% | Add +252.6% | 2,595 | $233K |
| Renaissance Technologies | 0.00% | Reduce -65.7% | 2,400 | $215K |
| First Horizon Advisors, Inc. | 0.01% | No change | 2,262 | $203K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -5.8% | 2,239 | $201K |
| Cwm, LLC | 0.00% | Add +616.2% | 2,120 | $190K |
| Citigroup Inc. | 0.00% | Reduce -71.8% | 2,110 | $189K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 2,052 | $184K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,050 | $184K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -1.2% | 1,998 | $179K |
| Capital Analysts, LLC | 0.01% | New | 1,937 | $174K |
| Avior Wealth Management, LLC | 0.01% | No change | 1,825 | $164K |
"% 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.