iShares U.S. Oil & Gas ExploIEOETF
13F holders, Q4 2025 (December 31)154holders +3
17new positions
16sold out
1famous investor
$89.27avg. 13F price*
At the end of Q4 2025, 154 institutions reported holding iShares U.S. Oil & Gas Explo (IEO) in their 13F filings, up 3 from Q3 2025. 17 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($24.7M), Wells Fargo & Company ($9.8M) and Bank of America Corp. ($8.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $7.2M |
| Exits | 16 | $3.6M |
All 13F filers, Q3 2025 → Q4 2025: 130,320 shares bought and 319,395 shares sold, net −189,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Morgan Stanley | 0.00% | Reduce -19.0% | 277,232 | $24.7M |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 109,989 | $9.8M |
| Bank of America Corp. | 0.00% | Reduce -35.4% | 94,653 | $8.4M |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 94,638 | $8.4M |
| EP Wealth Advisors, LLC | 0.04% | — | 79,453 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 57,678 | $5.1M |
| Royal Bank of Canada | 0.00% | Add +18.9% | 56,645 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 53,075 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 52,414 | $4.7M |
| MML Investors Services, LLC | 0.01% | Reduce -8.1% | 45,357 | $4.0M |
| UBS Group AG | 0.00% | Add +8.0% | 43,237 | $3.9M |
| Amica Mutual Insurance Co. | 0.33% | No change | 42,750 | $3.8M |
| Investors Research Corp | 0.54% | Add +13.3% | 33,004 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.2% | 32,128 | $2.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -8.4% | 30,788 | $2.7M |
| AlphaCore Capital LLC | 0.05% | New | 26,151 | $2.3M |
| Stegent Equity Advisors, Inc. | 1.79% | Reduce -29.1% | 25,691 | $2.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Reduce -7.6% | 24,847 | $2.2M |
| Martin & Co. Inc. | 0.35% | Add +4.4% | 22,631 | $2.0M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 21,701 | $1.9M |
| Cottonwood Capital Advisors, LLC | 1.32% | Add +0.0% | 20,790 | $1.9M |
| Audent Global Asset Management, LLC | 1.17% | Add +6.6% | 20,786 | $1.9M |
| Carret Asset Management, LLC | 0.17% | Reduce -2.1% | 20,116 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -70.0% | 19,148 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -36.2% | 17,746 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 17,568 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.1% | 16,895 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -52.9% | 16,444 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +1.7% | 16,156 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.0% | 16,108 | $1.4M |
| Wealth Management Partners, LLC | 0.41% | Add +0.8% | 16,052 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +13.5% | 15,532 | $1.4M |
| Bearing Point Capital, LLC | 0.21% | New | 14,888 | $1.3M |
| Independent Family Office, LLC | 0.48% | No change | 12,754 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.1% | 12,469 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -8.8% | 11,407 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 11,139 | $994K |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.5% | 10,380 | $927K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.5% | 10,354 | $924K |
| Savvy Advisors, Inc. | 0.03% | Reduce -9.2% | 10,254 | $915K |
| Enclave Advisors LLC | 0.13% | No change | 10,191 | $910K |
| Jane Street Group, LLC | 0.00% | New | 9,727 | $868K |
| PCG Wealth Advisors, LLC | 0.23% | Reduce -11.9% | 9,113 | $813K |
| Goldman Sachs Group Inc. | 0.00% | Add +16.3% | 8,893 | $794K |
| HighTower Advisors, LLC | 0.00% | Add +93.3% | 8,823 | $788K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.41% | — | 8,755 | $781K |
| Foundations Investment Advisors, LLC | 0.01% | New | 8,755 | $781K |
| Qube Research & Technologies Ltd | 0.00% | Add +311.9% | 8,568 | $765K |
| Mezzasalma Advisors, LLC | 0.17% | Reduce -12.5% | 7,936 | $723K |
| Endowment Wealth Management, Inc. | 0.33% | Add +5.9% | 8,053 | $719K |
| Focus Partners Wealth | 0.00% | New | 8,018 | $716K |
| RiverFront Investment Group, LLC | 0.01% | Add +42.7% | 7,696 | $687K |
| Cresset Asset Management, LLC | 0.00% | Add +73.5% | 7,518 | $671K |
| Northern Trust Corp. | 0.00% | No change | 7,039 | $628K |
| Jones Financial Companies LLLP | 0.00% | Reduce -9.2% | 6,744 | $602K |
| Mraz, Amerine & Associates, Inc. | 0.09% | Reduce -1.4% | 6,436 | $574K |
| Mariner, LLC | 0.00% | Reduce -0.5% | 6,389 | $570K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -23.4% | 6,263 | $559K |
| Creative Planning | 0.00% | Reduce -0.0% | 6,162 | $550K |
| Equitable Holdings, Inc. | 0.00% | Reduce -19.0% | 5,987 | $534K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.0% | 5,602 | $500K |
| Tradewinds, LLC. | 0.12% | No change | 5,465 | $488K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.9% | 5,349 | $477K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.3% | 4,894 | $437K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 4,893 | $437K |
| Sanctuary Advisors, LLC | 0.00% | Add +15.9% | 4,841 | $432K |
| Westmount Partners, LLC | 0.09% | Reduce -49.4% | 4,224 | $377K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -1.5% | 4,218 | $377K |
| Capital Analysts, LLC | 0.01% | New | 4,215 | $376K |
| Marshall Wace, LLP | 0.00% | New | 4,204 | $375K |
| Stephens Inc. | 0.00% | Reduce -6.8% | 4,082 | $364K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.5% | 3,988 | $356K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.7% | 3,504 | $313K |
| Poehling Capital Management, INC. | 0.06% | No change | 3,500 | $312K |
| Cypress Asset Management Inc. | 0.06% | Reduce -35.1% | 3,293 | $294K |
| Fiduciary Trust Co | 0.00% | No change | 3,005 | $268K |
| Smith Partners Wealth Management, LLC | 0.25% | — | 3,000 | $268K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.7% | 2,941 | $262K |
| Viawealth, LLC | 0.14% | Reduce -43.0% | 2,782 | $248K |
| HRT Financial LP | 0.00% | New | 2,786 | $248K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10828.0% | 2,732 | $244K |
| First Horizon Corp. | 0.01% | No change | 2,487 | $222K |
| Sunbelt Securities, Inc. | 0.01% | Add +32.3% | 2,451 | $219K |
| Citigroup Inc. | 0.00% | No change | 2,110 | $188K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -1.6% | 1,958 | $172K |
| CX Institutional | 0.00% | Add +151.0% | 1,506 | $134K |
| one8zero8, LLC | 0.03% | No change | 1,427 | $127K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,300 | $116K |
| Red Tortoise LLC | 0.04% | Add +0.6% | 1,153 | $103K |
| FMR LLC | 0.00% | Reduce -7.7% | 1,092 | $97K |
| Ancora Advisors LLC | 0.00% | Reduce -10.9% | 1,020 | $91K |
| Bank of Montreal | 0.00% | No change | 1,017 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.4% | 961 | $86K |
| International Assets Investment Management, LLC | 0.01% | New | 853 | $76K |
| Lanark Financial, Inc. | 0.00% | Add +0.4% | 731 | $65K |
| Blair William & Co. | 0.00% | Reduce -21.7% | 713 | $64K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 700 | $63K |
| Steph & Co. | 0.02% | New | 592 | $53K |
| Global Retirement Partners, LLC | 0.00% | Reduce -49.9% | 550 | $49K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 500 | $45K |
| Winch Advisory Services, LLC | 0.01% | Reduce -4.8% | 438 | $39K |
| NewEdge Advisors, LLC | 0.00% | Reduce -58.5% | 408 | $36K |
| Anchor Investment Management, LLC | 0.00% | No change | 404 | $36K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 384 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 360 | $32K |
| Hilltop National Bank | 0.01% | No change | 315 | $28K |
| MAI Capital Management | 0.00% | No change | 291 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.7% | 276 | $25K |
| KERR FINANCIAL PLANNING Corp | 0.03% | No change | 242 | $24K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 254 | $23K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 225 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +12.0% | 224 | $20K |
| Arax Advisory Partners | 0.00% | New | 222 | $20K |
| Whittier Trust Co. | 0.00% | No change | 203 | $18K |
| Howe & Rusling Inc. | 0.00% | No change | 202 | $18K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 200 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 200 | $18K |
| Golden State Wealth Management, LLC | 0.00% | No change | 200 | $18K |
| BlackRock, Inc. | 0.00% | New | 200 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 187 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 176 | $16K |
| Garner Asset Management Corp | 0.01% | New | 167 | $15K |
| Abound Wealth Management | 0.00% | No change | 158 | $14K |
| HighMark Wealth Management LLC | 0.01% | Add +0.6% | 157 | $14K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 157 | $14K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 154 | $14K |
| Avion Wealth | 0.00% | No change | 150 | $13K |
| Nova Wealth Management, Inc. | 0.01% | No change | 130 | $12K |
| Spire Wealth Management | 0.00% | Add +0.8% | 126 | $11K |
| National Bank of Canada | 0.00% | No change | 125 | $11K |
| Roxbury Financial LLC | 0.01% | No change | 101 | $9K |
| Cwm, LLC | 0.00% | Reduce -71.2% | 88 | $8K |
| Comerica Bank | 0.00% | Reduce -29.5% | 74 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 71 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 69 | $6K |
| Compass Financial Services Inc | 0.00% | New | 60 | $5K |
| AE Wealth Management LLC | 0.00% | Add +156.5% | 59 | $5K |
| CoreCap Advisors, LLC | 0.00% | Add +1.8% | 58 | $5K |
| Princeton Global Asset Management LLC | 0.00% | New | 51 | $5K |
| Private Trust Co. NA | 0.00% | No change | 50 | $4K |
| Fifth Third Bancorp | 0.00% | No change | 50 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 49 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +2.4% | 42 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 39 | $3K |
| Assetmark, Inc. | 0.00% | Add +483.3% | 35 | $3K |
| Morse Asset Management, Inc | 0.00% | No change | 22 | $2K |
| MCF Advisors LLC | 0.00% | No change | 19 | $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 | $971 |
| Huntington National Bank | 0.00% | New | 10 | $893 |
| Alerus Financial NA | 0.00% | No change | 7 | $625 |
| PFS Partners, LLC | 0.00% | No change | 2 | $183 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $92 |
"% 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.