iShares U.S. Oil & Gas ExploIEOETF

13F holders, Q2 2025 (June 30)
153holders −3
20new positions
25sold out
1famous investor
$88.64avg. 13F price*

At the end of Q2 2025, 153 institutions reported holding iShares U.S. Oil & Gas Explo (IEO) in their 13F filings, down 3 from Q1 2025. 20 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($31.5M), Bank of America Corp. ($12.5M) and LPL Financial LLC ($9.0M). 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

050100150200 Q1 2024: 175Q1 2024Q2 2024: 183Q2 2024Q3 2024: 168Q3 2024Q4 2024: 161Q4 2024Q1 2025: 156Q1 2025Q2 2025: 153Q2 2025Q3 2025: 151Q3 2025Q4 2025: 154Q4 2025Q1 2026: 169Q1 2026Q2 2026: 162Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions20$7.3M
Exits25$22.3M

All 13F filers, Q1 2025 → Q2 2025: 176,946 shares bought and 509,571 shares sold, net −332,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 153 holders

Morgan Stanley 0.00% Reduce -11.2% 356,005 $31.5M
Bank of America Corp. 0.00% Reduce -3.2% 141,454 $12.5M
LPL Financial LLC 0.00% Reduce -10.6% 101,456 $9.0M
Wells Fargo & Company 0.00% Reduce -15.1% 98,025 $8.7M
EP Wealth Advisors, LLC 0.05% Add +0.9% 82,255 $7.3M
Envestnet Asset Management Inc. 0.00% Add +1.1% 70,032 $6.2M
UBS Group AG 0.00% Reduce -10.5% 60,392 $5.4M
Ameriprise Financial Inc. 0.00% Reduce -6.1% 54,222 $4.8M
Commonwealth Equity Services, LLC 0.01% Reduce -3.0% 53,097 $4.7M
Citadel Advisors 0.00% Add +191.1% 52,322 $4.6M
BNP Paribas Financial Markets 0.00% New 50,000 $4.4M
MML Investors Services, LLC 0.01% Reduce -2.4% 47,903 $4.2M
Royal Bank of Canada 0.00% Reduce -20.2% 45,892 $4.1M
Amica Mutual Insurance Co. 0.37% Reduce -40.0% 42,750 $3.8M
Mutual Advisors, LLC 0.09% Reduce -11.2% 38,631 $3.5M
Stegent Equity Advisors, Inc. 2.89% Add +21.5% 36,875 $3.3M
Raymond James Financial Inc. 0.00% Reduce -15.2% 34,942 $3.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.9% 32,836 $2.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -17.7% 27,390 $2.4M
SPC Financial, Inc. 0.20% Reduce -5.9% 27,112 $2.4M
Investors Research Corp 0.45% Add +23.6% 25,723 $2.3M
Manufacturers Life Insurance Company, The 0.00% Add +97.8% 24,252 $2.1M
Osaic Holdings, Inc. 0.00% Add +65.7% 22,054 $2.0M
Johnson Investment Counsel Inc. 0.02% No change 21,801 $1.9M
Martin & Co. Inc. 0.35% Reduce -0.9% 21,463 $1.9M
Cottonwood Capital Advisors, LLC 1.24% Reduce -2.4% 20,854 $1.8M
Carret Asset Management, LLC 0.20% Reduce -5.3% 20,731 $1.8M
Stifel Financial Corp. 0.00% Reduce -19.0% 19,971 $1.8M
Beacon Pointe Advisors, LLC 0.02% Reduce -6.3% 18,530 $1.6M
Audent Global Asset Management, LLC 1.16% Add +0.0% 18,356 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -47.2% 18,065 $1.6M
Truist Financial Corp. 0.00% Add +3.6% 16,483 $1.5M
Tower Research Capital LLC (TRC) 0.04% Add +7191.9% 16,261 $1.4M
Wealth Management Partners, LLC 0.51% Reduce -3.8% 15,881 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -66.5% 15,328 $1.4M
Arete Wealth Advisors, LLC 0.09% New 14,135 $1.3M
Independent Family Office, LLC 0.55% Add +23.8% 13,297 $1.2M
Savvy Advisors, Inc. 0.07% Reduce -0.9% 12,186 $1.1M
JPMorgan Chase & Co. 0.00% Reduce -32.8% 10,551 $935K
PCG Wealth Advisors, LLC 0.48% Reduce -52.2% 10,549 $935K
Cetera Investment Advisers 0.00% Add +4.1% 10,359 $918K
Enclave Advisors LLC 0.15% No change 10,191 $903K
Private Advisor Group, LLC 0.00% Reduce -1.1% 9,412 $834K
Jones Financial Companies LLLP 0.00% Add +2.4% 9,131 $815K
Mezzasalma Advisors, LLC 0.24% Reduce -3.1% 9,094 $806K
Equitable Holdings, Inc. 0.01% Add +5.4% 8,769 $777K
Sunbelt Securities, Inc. 0.07% Add +59.4% 8,299 $744K
Westmount Partners, LLC 0.20% Add +0.6% 8,285 $734K
Viawealth, LLC 0.43% Reduce -37.8% 8,136 $721K
Northern Trust Corp. 0.00% No change 7,488 $663K
Goldman Sachs Group Inc. 0.00% Reduce -10.7% 7,478 $663K
Endowment Wealth Management, Inc. 0.34% Reduce -1.4% 7,332 $650K
Creative Planning 0.00% Reduce -20.9% 7,209 $639K
RiverFront Investment Group, LLC 0.01% New 7,066 $626K
J.W. Cole Advisors, Inc. 0.01% Add +0.2% 6,653 $589K
Mraz, Amerine & Associates, Inc. 0.09% Add +1.8% 6,591 $584K
Mariner, LLC 0.00% Add +0.5% 6,479 $574K
Jane Street Group, LLC 0.00% Reduce -78.9% 6,369 $564K
Independent Financial Group, LLC 0.01% Add +1.8% 5,883 $521K
Janney Montgomery Scott LLC 0.00% Reduce -9.2% 5,465 $484K
Cypress Asset Management Inc. 0.11% Reduce -10.4% 5,188 $460K
Marshall Wace, LLP 0.00% New 4,663 $413K
Wilmington Savings Fund Society, FSB 0.01% Add +21.1% 4,600 $408K
Sanctuary Advisors, LLC 0.00% Reduce -14.8% 4,588 $406K
Stephens Inc. 0.01% Reduce -4.9% 4,382 $388K
Altfest L J & Co. Inc. 0.05% Add +0.3% 4,327 $383K
Kestra Advisory Services, LLC 0.00% Reduce -1.0% 4,299 $381K
Guyasuta Investment Advisors Inc. 0.02% No change 4,109 $364K
Cresset Asset Management, LLC 0.00% Reduce -32.3% 4,080 $361K
HighTower Advisors, LLC 0.00% Add +16.4% 4,021 $356K
TD Waterhouse Canada Inc. 0.00% No change 3,964 $351K
Poehling Capital Management, INC. 0.07% No change 3,500 $310K
Fiduciary Trust Co 0.00% No change 3,005 $266K
Mercer Global Advisors Inc. 0.00% Add +0.4% 2,950 $261K
Vanguard Capital Wealth Advisors 0.26% New 2,914 $258K
Avantax Advisory Services, Inc. 0.00% Reduce -0.3% 2,741 $243K
Whittier Trust Co. 0.00% No change 2,682 $238K
Prospera Financial Services Inc 0.00% Reduce -36.9% 2,675 $237K
First Horizon Advisors, Inc. 0.01% No change 2,487 $220K
Amica Retiree Medical Trust 0.28% Reduce -29.5% 2,195 $194K
Citigroup Inc. 0.00% No change 2,110 $187K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +2.6% 2,005 $178K
Global Retirement Partners, LLC 0.00% — 1,597 $142K
Harbor Investment Advisory, LLC 0.01% Reduce -24.4% 1,550 $137K
FMR LLC 0.00% Add +38.6% 1,439 $127K
NewEdge Advisors, LLC 0.00% Add +1.8% 1,321 $117K
Franklin Resources Inc. 0.00% New 1,250 $111K
Ancora Advisors LLC 0.00% No change 1,145 $101K
Red Tortoise LLC 0.05% Add +0.5% 1,139 $101K
Steward Partners Investment Advisory, LLC 0.00% Reduce -26.3% 1,136 $101K
Bank of Montreal 0.00% New 917 $81K
Blair William & Co. 0.00% Reduce -43.4% 914 $81K
Lanark Financial, Inc. 0.01% Add +24.7% 783 $69K
Harbour Investments, Inc. 0.00% Reduce -12.1% 725 $64K
CX Institutional 0.00% Add +910.0% 707 $63K
Whittier Trust Co. of Nevada Inc. 0.00% No change 700 $62K
GeoWealth Management, LLC 0.00% Reduce -7.7% 695 $62K
Strategic Wealth Partners, Ltd. 0.00% — 500 $44K
Winch Advisory Services, LLC 0.01% Add +0.7% 457 $40K
Capital Analysts, LLC 0.00% New 422 $37K
Anchor Investment Management, LLC 0.00% No change 404 $36K
Parallel Advisors, LLC 0.00% Reduce -54.6% 380 $34K
CIBC Private Wealth Group LLC 0.00% No change 360 $32K
Hilltop National Bank 0.01% — 315 $28K
RMG Wealth Management LLC 0.00% — 300 $27K
Cwm, LLC 0.00% Add +24.4% 306 $27K
Ameritas Advisory Services, LLC 0.00% New 278 $25K
Providence Capital Advisors, LLC 0.00% New 275 $24K
Bokf, NA 0.00% No change 263 $23K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -86.6% 235 $21K
O'shaughnessy Asset Management, LLC 0.00% Reduce -61.7% 227 $20K
New England Capital Financial Advisors LLC 0.01% No change 225 $20K
Arax Advisory Partners 0.00% No change 219 $19K
Nova Wealth Management, Inc. 0.01% Reduce -88.7% 210 $19K
Howe & Rusling Inc. 0.00% No change 202 $18K
Caldwell Sutter Capital, Inc. 0.01% No change 200 $18K
Golden State Wealth Management, LLC 0.00% Reduce -26.7% 200 $18K
Brown, Lisle/Cummings, Inc. 0.00% Add +68.5% 187 $17K
HighMark Wealth Management LLC 0.01% Add +0.6% 176 $16K
National Bank of Canada 0.00% No change 176 $16K
Private Wealth Asset Management, LLC 0.00% No change 175 $16K
Abound Wealth Management 0.00% No change 158 $14K
Financial Freedom, LLC 0.01% No change 157 $14K
Larson Financial Group LLC 0.00% Add +0.7% 155 $14K
Atlantic Union Bankshares Corp 0.00% New 153 $14K
Avion Wealth 0.00% No change 150 $13K
Briaud Financial Planning Inc 0.00% New 145 $12K
AE Wealth Management LLC 0.00% Reduce -67.5% 133 $12K
Aptus Capital Advisors, LLC 0.00% No change 127 $11K
Spire Wealth Management 0.00% Reduce -1.6% 125 $11K
Simplex Trading, LLC 0.00% New 125 $11K
Comerica Bank 0.00% No change 105 $9K
Main Management LLC 0.00% No change 100 $9K
MAI Capital Management 0.00% Reduce -11.0% 81 $7K
Physician Wealth Advisors, Inc. 0.00% No change 71 $6K
Tidemark, LLC 0.00% No change 70 $6K
GAMMA Investing LLC 0.00% No change 69 $6K
CoreCap Advisors, LLC 0.00% Reduce -3.5% 56 $5K
Painted Porch Advisors LLC 0.00% No change 50 $4K
GPS Wealth Strategies Group, LLC 0.00% No change 50 $4K
Private Trust Co. NA 0.00% New 50 $4K
Founders Financial Alliance, LLC 0.00% Add +2.1% 49 $4K
Concord Wealth Partners 0.00% New 46 $4K
Cedar Mountain Advisors, LLC 0.00% No change 41 $4K
Clarity Asset Management, Inc. 0.00% New 25 $2K
Running Point Capital Advisors, LLC 0.00% No change 16 $1K
Geneos Wealth Management Inc. 0.00% No change 16 $1K
Signaturefd, LLC 0.00% No change 11 $963
Alerus Financial NA 0.00% New 7 $620
Assetmark, Inc. 0.00% New 6 $532
PFS Partners, LLC 0.00% No change 2 $180
Sound Income Strategies, LLC 0.00% New 1 $89
Farther Finance Advisors, LLC 0.00% New 1 $89

"% 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.