iShares U.S. Oil & Gas ExploIEOETF
13F holders, Q3 2025 (September 30)151holders −2
17new positions
19sold out
1famous investor
$92.60avg. 13F price*
At the end of Q3 2025, 151 institutions reported holding iShares U.S. Oil & Gas Explo (IEO) in their 13F filings, down 2 from Q2 2025. 17 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($31.7M), Bank of America Corp. ($13.6M) and Wells Fargo & Company ($10.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $8.5M |
| Exits | 19 | $6.6M |
All 13F filers, Q2 2025 → Q3 2025: 156,256 shares bought and 210,248 shares sold, net −53,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Morgan Stanley | 0.00% | Reduce -3.9% | 342,091 | $31.7M |
| Bank of America Corp. | 0.00% | Add +3.6% | 146,567 | $13.6M |
| Wells Fargo & Company | 0.00% | Add +14.4% | 112,147 | $10.4M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 100,864 | $9.3M |
| Two Sigma Investments, LP | 0.01% | New | 63,748 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.4% | 55,738 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.1% | 54,163 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.0% | 50,960 | $4.7M |
| MML Investors Services, LLC | 0.01% | Add +3.0% | 49,360 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 47,631 | $4.4M |
| Amica Mutual Insurance Co. | 0.36% | No change | 42,750 | $4.0M |
| UBS Group AG | 0.00% | Reduce -33.7% | 40,044 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +145.3% | 37,606 | $3.5M |
| Stegent Equity Advisors, Inc. | 2.73% | Reduce -1.7% | 36,242 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 35,366 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 34,893 | $3.2M |
| Mutual Advisors, LLC | 0.07% | Reduce -13.0% | 33,597 | $3.1M |
| Investors Research Corp | 0.50% | Add +13.3% | 29,132 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -46.8% | 27,820 | $2.6M |
| SPC Financial, Inc. | 0.20% | Reduce -0.4% | 27,001 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -1.9% | 26,878 | $2.5M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -0.5% | 21,701 | $2.0M |
| Martin & Co. Inc. | 0.36% | Add +1.0% | 21,679 | $2.0M |
| Cottonwood Capital Advisors, LLC | 1.40% | Reduce -0.3% | 20,786 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.1% | 20,492 | $1.9M |
| Carret Asset Management, LLC | 0.19% | Reduce -0.8% | 20,556 | $1.9M |
| Audent Global Asset Management, LLC | 1.31% | Add +6.2% | 19,498 | $1.8M |
| Arete Wealth Advisors, LLC | 0.10% | Add +27.9% | 18,072 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -9.9% | 17,996 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -28.9% | 17,255 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.1% | 17,137 | $1.6M |
| Wealth Management Partners, LLC | 0.47% | Add +0.3% | 15,933 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 15,882 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -26.2% | 13,683 | $1.3M |
| Independent Family Office, LLC | 0.50% | Reduce -4.1% | 12,754 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +20.7% | 12,504 | $1.2M |
| Savvy Advisors, Inc. | 0.05% | Reduce -7.3% | 11,291 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 10,757 | $996K |
| PCG Wealth Advisors, LLC | 0.28% | Reduce -1.9% | 10,344 | $958K |
| Enclave Advisors LLC | 0.14% | No change | 10,191 | $944K |
| Mezzasalma Advisors, LLC | 0.21% | Reduce -0.3% | 9,066 | $840K |
| Rockefeller Capital Management L.P. | 0.00% | New | 8,474 | $785K |
| Westmount Partners, LLC | 0.20% | Add +0.7% | 8,344 | $780K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -49.7% | 8,177 | $757K |
| Jones Financial Companies LLLP | 0.00% | Reduce -18.6% | 7,428 | $711K |
| Goldman Sachs Group Inc. | 0.00% | Add +2.2% | 7,644 | $708K |
| Endowment Wealth Management, Inc. | 0.32% | Add +3.7% | 7,602 | $704K |
| Equitable Holdings, Inc. | 0.01% | Reduce -15.7% | 7,389 | $684K |
| Northern Trust Corp. | 0.00% | Reduce -6.0% | 7,039 | $652K |
| Mraz, Amerine & Associates, Inc. | 0.09% | Reduce -0.9% | 6,530 | $605K |
| Mariner, LLC | 0.00% | Reduce -0.9% | 6,419 | $594K |
| Creative Planning | 0.00% | Reduce -14.5% | 6,164 | $571K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -8.3% | 6,100 | $565K |
| Private Advisor Group, LLC | 0.00% | Reduce -35.3% | 6,091 | $564K |
| Tradewinds, LLC. | 0.12% | New | 5,465 | $506K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.2% | 5,399 | $500K |
| Independent Financial Group, LLC | 0.01% | Reduce -8.3% | 5,397 | $500K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -23.7% | 5,392 | $499K |
| Cypress Asset Management Inc. | 0.11% | Reduce -2.1% | 5,078 | $470K |
| Guyasuta Investment Advisors Inc. | 0.03% | Add +19.1% | 4,893 | $453K |
| Viawealth, LLC | 0.25% | Reduce -40.1% | 4,877 | $452K |
| HighTower Advisors, LLC | 0.00% | Add +13.5% | 4,564 | $423K |
| Stephens Inc. | 0.01% | No change | 4,382 | $406K |
| Cresset Asset Management, LLC | 0.00% | Add +6.2% | 4,334 | $401K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -1.0% | 4,284 | $397K |
| TD Waterhouse Canada Inc. | 0.00% | Add +5.4% | 4,178 | $391K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -9.0% | 4,176 | $387K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.5% | 4,107 | $380K |
| Simplex Trading, LLC | 0.01% | Add +3123.2% | 4,029 | $373K |
| Poehling Capital Management, INC. | 0.07% | No change | 3,500 | $324K |
| Fiduciary Trust Co | 0.00% | No change | 3,005 | $278K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.4% | 2,963 | $274K |
| PFG Advisors | 0.01% | New | 2,645 | $245K |
| First Horizon Corp. | 0.01% | — | 2,487 | $230K |
| Quadrature Capital Ltd | 0.00% | New | 2,276 | $211K |
| Koshinski Asset Management, Inc. | 0.01% | New | 2,199 | $204K |
| Amica Retiree Medical Trust | 0.28% | No change | 2,195 | $203K |
| Gill Capital Partners, LLC | 0.06% | New | 2,192 | $203K |
| Citigroup Inc. | 0.00% | No change | 2,110 | $195K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,080 | $193K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -0.8% | 1,990 | $184K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -77.7% | 1,852 | $172K |
| one8zero8, LLC | 0.03% | New | 1,427 | $132K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -16.1% | 1,300 | $120K |
| FMR LLC | 0.00% | Reduce -17.8% | 1,183 | $110K |
| Red Tortoise LLC | 0.05% | Add +0.6% | 1,146 | $106K |
| Ancora Advisors LLC | 0.00% | No change | 1,145 | $106K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,136 | $105K |
| Global Retirement Partners, LLC | 0.00% | Reduce -31.3% | 1,098 | $102K |
| Bank of Montreal | 0.00% | Add +10.9% | 1,017 | $94K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.6% | 983 | $91K |
| Blair William & Co. | 0.00% | Reduce -0.3% | 911 | $84K |
| Lanark Financial, Inc. | 0.01% | Reduce -7.0% | 728 | $67K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 700 | $65K |
| CX Institutional | 0.00% | Reduce -15.1% | 600 | $56K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 500 | $46K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 500 | $46K |
| Winch Advisory Services, LLC | 0.01% | Add +0.7% | 460 | $43K |
| Anchor Investment Management, LLC | 0.00% | No change | 404 | $37K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 382 | $35K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 360 | $33K |
| Hilltop National Bank | 0.01% | No change | 315 | $29K |
| Cwm, LLC | 0.00% | No change | 306 | $28K |
| MAI Capital Management | 0.00% | Add +259.3% | 291 | $27K |
| RMG Wealth Management LLC | 0.00% | No change | 300 | $26K |
| Providence Capital Advisors, LLC | 0.00% | No change | 275 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.7% | 274 | $25K |
| KERR FINANCIAL PLANNING Corp | 0.03% | — | 242 | $23K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 225 | $21K |
| Whittier Trust Co. | 0.00% | Reduce -92.4% | 203 | $19K |
| Howe & Rusling Inc. | 0.00% | No change | 202 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Reduce -14.9% | 200 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 200 | $19K |
| Golden State Wealth Management, LLC | 0.00% | No change | 200 | $19K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 187 | $17K |
| Harbour Investments, Inc. | 0.00% | Reduce -75.7% | 176 | $16K |
| Abound Wealth Management | 0.00% | No change | 158 | $15K |
| HighMark Wealth Management LLC | 0.01% | Reduce -11.4% | 156 | $14K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 156 | $14K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.7% | 154 | $14K |
| Avion Wealth | 0.00% | No change | 150 | $13K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -38.1% | 130 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 127 | $12K |
| Spire Wealth Management | 0.00% | No change | 125 | $12K |
| National Bank of Canada | 0.00% | Reduce -29.0% | 125 | $12K |
| Advisory Services Network, LLC | 0.00% | New | 114 | $11K |
| Comerica Bank | 0.00% | No change | 105 | $10K |
| Roxbury Financial LLC | 0.01% | New | 101 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 71 | $7K |
| Tidemark, LLC | 0.00% | No change | 70 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 69 | $6K |
| CoreCap Advisors, LLC | 0.00% | Add +1.8% | 57 | $5K |
| Painted Porch Advisors LLC | 0.00% | No change | 50 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $5K |
| Private Trust Co. NA | 0.00% | No change | 50 | $5K |
| Fifth Third Bancorp | 0.00% | New | 50 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 49 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 41 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +3800.0% | 39 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | New | 25 | $2K |
| AE Wealth Management LLC | 0.00% | Reduce -82.7% | 23 | $2K |
| Morse Asset Management, Inc | 0.00% | New | 22 | $2K |
| MCF Advisors LLC | 0.00% | New | 19 | $2K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 16 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 16 | $1K |
| Signaturefd, LLC | 0.00% | No change | 11 | $1K |
| Alerus Financial NA | 0.00% | No change | 7 | $648 |
| Assetmark, Inc. | 0.00% | No change | 6 | $556 |
| Wealthspire Advisors, LLC | 0.00% | New | 5 | $467 |
| PFS Partners, LLC | 0.00% | No change | 2 | $189 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $91 |
"% 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.