iShares U.S. Oil & Gas ExploIEOETF
13F holders, Q1 2025 (March 31)156holders −5
10new positions
15sold out
1famous investor
$94.36avg. 13F price*
At the end of Q1 2025, 156 institutions reported holding iShares U.S. Oil & Gas Explo (IEO) in their 13F filings, down 5 from Q4 2024. 10 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($37.9M), Bank of America Corp. ($13.8M) and Wells Fargo & Company ($10.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.4M |
| Exits | 15 | $4.0M |
All 13F filers, Q4 2024 → Q1 2025: 206,664 shares bought and 312,517 shares sold, net −105,853 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Morgan Stanley | 0.00% | Add +4.5% | 401,103 | $37.9M |
| Bank of America Corp. | 0.00% | Add +11.3% | 146,106 | $13.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.9% | 115,385 | $10.9M |
| Altus Wealth Management, LLC | 5.03% | Add +5.7% | 113,581 | $10.7M |
| LPL Financial LLC | 0.00% | Add +1.5% | 113,519 | $10.7M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -0.3% | 81,537 | $7.7M |
| Amica Mutual Insurance Co. | 0.74% | No change | 71,219 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.1% | 69,261 | $6.6M |
| UBS Group AG | 0.00% | Add +9.7% | 67,483 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Add +17.0% | 57,754 | $5.5M |
| Royal Bank of Canada | 0.00% | Reduce -28.3% | 57,509 | $5.4M |
| Two Sigma Investments, LP | 0.01% | New | 55,848 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.1% | 54,751 | $5.2M |
| MML Investors Services, LLC | 0.02% | Reduce -38.7% | 49,097 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +39.8% | 45,759 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -68.5% | 41,214 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.8% | 38,589 | $3.6M |
| Mutual Advisors, LLC | 0.10% | Reduce -8.3% | 43,481 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.7% | 34,211 | $3.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Reduce -0.1% | 33,281 | $3.1M |
| Stegent Equity Advisors, Inc. | 2.91% | Add +16.4% | 30,350 | $2.9M |
| Jane Street Group, LLC | 0.01% | Add +78.4% | 30,234 | $2.9M |
| Quadrature Capital Ltd | 0.06% | Reduce -1.3% | 28,968 | $2.7M |
| SPC Financial, Inc. | 0.24% | Reduce -3.9% | 28,800 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -52.4% | 24,647 | $2.3M |
| PCG Wealth Advisors, LLC | 0.73% | Add +33.8% | 22,076 | $2.1M |
| Carret Asset Management, LLC | 0.23% | Reduce -2.2% | 21,881 | $2.1M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -1.1% | 21,801 | $2.1M |
| Martin & Co. Inc. | 0.40% | Add +0.8% | 21,663 | $2.0M |
| Cottonwood Capital Advisors, LLC | 1.48% | Reduce -1.7% | 21,355 | $2.0M |
| Investors Research Corp | 0.43% | Add +37.5% | 20,810 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.4% | 19,768 | $1.9M |
| Audent Global Asset Management, LLC | 1.43% | Reduce -13.2% | 18,351 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -36.9% | 17,977 | $1.7M |
| Wealth Management Partners, LLC | 0.72% | Add +1.2% | 16,506 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -1.5% | 15,908 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +35.2% | 15,706 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.5% | 13,310 | $1.3M |
| Viawealth, LLC | 0.76% | Reduce -7.4% | 13,079 | $1.2M |
| Savvy Advisors, Inc. | 0.12% | New | 12,301 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +21.5% | 12,258 | $1.2M |
| Independent Family Office, LLC | 0.53% | Reduce -37.0% | 10,737 | $1.0M |
| Enclave Advisors LLC | 0.16% | No change | 10,191 | $964K |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 9,954 | $941K |
| Private Advisor Group, LLC | 0.01% | Reduce -7.3% | 9,514 | $900K |
| Mezzasalma Advisors, LLC | 0.31% | Reduce -2.4% | 9,385 | $888K |
| Creative Planning | 0.00% | Add +2.0% | 9,117 | $862K |
| Jones Financial Companies LLLP | 0.00% | Add +33.8% | 8,917 | $831K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.2% | 8,375 | $792K |
| Equitable Holdings, Inc. | 0.01% | Add +72.3% | 8,320 | $787K |
| Westmount Partners, LLC | 0.24% | Add +8.2% | 8,239 | $779K |
| Northern Trust Corp. | 0.00% | No change | 7,488 | $708K |
| Endowment Wealth Management, Inc. | 0.45% | Reduce -1.1% | 7,436 | $703K |
| Tradewinds, LLC. | 0.18% | No change | 6,690 | $633K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -27.4% | 6,641 | $628K |
| Mariner, LLC | 0.00% | Reduce -27.2% | 6,448 | $610K |
| Mraz, Amerine & Associates, Inc. | 0.10% | Reduce -2.1% | 6,474 | $604K |
| Cresset Asset Management, LLC | 0.00% | Add +18.1% | 6,028 | $570K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.7% | 6,020 | $569K |
| Cypress Asset Management Inc. | 0.15% | Reduce -14.8% | 5,788 | $547K |
| Independent Financial Group, LLC | 0.02% | Add +12.2% | 5,778 | $547K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.0% | 5,383 | $509K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -37.3% | 5,205 | $492K |
| Stephens Inc. | 0.01% | Reduce -2.1% | 4,607 | $436K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -27.0% | 4,343 | $411K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -1.1% | 4,316 | $408K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.5% | 4,238 | $401K |
| Guyasuta Investment Advisors Inc. | 0.03% | Reduce -38.8% | 4,109 | $389K |
| Alta Wealth Advisors LLC | 0.18% | Reduce -3.6% | 4,060 | $384K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.6% | 3,964 | $377K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,800 | $359K |
| Poehling Capital Management, INC. | 0.08% | No change | 3,500 | $331K |
| HighTower Advisors, LLC | 0.00% | Add +6.9% | 3,453 | $327K |
| Amica Retiree Medical Trust | 0.45% | Reduce -19.3% | 3,115 | $295K |
| Jefferies Financial Group Inc. | 0.01% | New | 3,086 | $292K |
| Brookstone Capital Management | 0.00% | Reduce -41.1% | 3,035 | $287K |
| Fiduciary Trust Co | 0.00% | No change | 3,005 | $284K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.4% | 2,937 | $278K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.8% | 2,927 | $277K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -27.8% | 2,750 | $260K |
| Whittier Trust Co. | 0.00% | No change | 2,682 | $254K |
| Atlas Private Wealth Advisors | 0.03% | No change | 2,600 | $246K |
| First Horizon Advisors, Inc. | 0.01% | Add +9.9% | 2,487 | $235K |
| PFG Advisors | 0.01% | New | 2,325 | $220K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.0% | 2,217 | $210K |
| Essex Financial Services, Inc. | 0.02% | New | 2,213 | $209K |
| Gill Capital Partners, LLC | 0.07% | Reduce -36.3% | 2,192 | $207K |
| Citigroup Inc. | 0.00% | No change | 2,110 | $200K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,050 | $194K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,963 | $186K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -2.1% | 1,955 | $185K |
| Nova Wealth Management, Inc. | 0.15% | Reduce -64.8% | 1,852 | $175K |
| City State Bank | 0.06% | No change | 1,800 | $170K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -14.6% | 1,752 | $166K |
| Blair William & Co. | 0.00% | No change | 1,614 | $153K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +31.1% | 1,542 | $146K |
| NewEdge Advisors, LLC | 0.00% | Add +38.8% | 1,298 | $123K |
| Ancora Advisors LLC | 0.00% | No change | 1,145 | $108K |
| Red Tortoise LLC | 0.06% | Add +0.5% | 1,133 | $107K |
| Runnymede Capital Advisors, Inc. | 0.09% | Reduce -6.9% | 1,046 | $99K |
"% 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.