iShares U.S. Oil & Gas ExploIEOETF

13F holders, Q1 2026 (March 31)
169holders +15
31new positions
13sold out
1famous investor
$124.94avg. 13F price*

At the end of Q1 2026, 169 institutions reported holding iShares U.S. Oil & Gas Explo (IEO) in their 13F filings, up 15 from Q4 2025. 31 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($38.7M), BNP Paribas Financial Markets ($25.1M) and Bank Pictet & Cie (Europe) AG ($19.6M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions31$61.3M
Exits13$5.1M

All 13F filers, Q4 2025 → Q1 2026: 758,429 shares bought and 214,235 shares sold, net +544,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 169 holders

Morgan Stanley 0.00% Add +11.6% 309,464 $38.7M
BNP Paribas Financial Markets 0.02% New 201,000 $25.1M
Bank Pictet & Cie (Europe) AG 0.42% New 157,250 $19.6M
LPL Financial LLC 0.00% Add +35.5% 128,188 $16.0M
Bank of America Corp. 0.00% Add +23.7% 117,066 $14.6M
Wells Fargo & Company 0.00% Reduce -13.5% 95,142 $11.9M
EP Wealth Advisors, LLC 0.05% Add +0.0% 79,475 $9.9M
Royal Bank of Canada 0.00% Add +7.7% 61,031 $7.6M
Envestnet Asset Management Inc. 0.00% Add +2.7% 59,223 $7.4M
Commonwealth Equity Services, LLC 0.01% Add +4.8% 54,925 $6.9M
NewEdge Advisors, LLC 0.02% Add +12439.7% 51,162 $6.4M
UBS Group AG 0.00% Add +15.4% 49,892 $6.2M
Mader & Shannon Wealth Management, Inc. 2.70% New 46,648 $5.8M
Ameriprise Financial Inc. 0.00% Reduce -17.1% 44,027 $5.5M
Manufacturers Life Insurance Company, The 0.00% Add +160.5% 44,017 $5.5M
Susquehanna International Group, LLP 0.01% Add +325.1% 44,011 $5.5M
Amica Mutual Insurance Co. 0.46% No change 42,750 $5.3M
Investors Research Corp 0.88% Add +11.8% 36,891 $4.6M
Horizon Wealth Management, LLC 0.58% New 31,855 $4.0M
Mutual Advisors, LLC 0.08% Reduce -1.5% 30,313 $3.8M
Raymond James Financial Inc. 0.00% Reduce -15.0% 27,303 $3.4M
AlphaCore Capital LLC 0.08% Reduce -1.3% 25,801 $3.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Reduce -3.7% 23,929 $3.0M
Martin & Co. Inc. 0.48% Add +0.5% 22,743 $2.8M
Mariner, LLC 0.00% Add +246.3% 22,127 $2.8M
Johnson Investment Counsel Inc. 0.02% No change 21,701 $2.7M
Cottonwood Capital Advisors, LLC 1.81% Reduce -0.9% 20,592 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +21.3% 19,532 $2.4M
Stifel Financial Corp. 0.00% Add +8.1% 18,998 $2.4M
Quadrature Capital Ltd 0.03% New 17,777 $2.2M
Beacon Pointe Advisors, LLC 0.01% Add +7.4% 16,687 $2.1M
Truist Financial Corp. 0.00% Add +1.2% 16,352 $2.0M
Citadel Advisors 0.00% Reduce -10.1% 15,955 $2.0M
Wealth Management Partners, LLC 0.55% Reduce -3.3% 15,530 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.1% 15,441 $1.9M
HighTower Advisors, LLC 0.00% Add +66.6% 14,700 $1.8M
Osaic Holdings, Inc. 0.00% Add +3.2% 12,873 $1.6M
Independent Family Office, LLC 0.66% No change 12,754 $1.6M
Carret Asset Management, LLC 0.15% Reduce -37.2% 12,625 $1.6M
JPMorgan Chase & Co. 0.00% Add +5.5% 11,757 $1.5M
Cetera Investment Advisers 0.00% Reduce -0.5% 11,345 $1.4M
Audent Global Asset Management, LLC 1.37% Reduce -56.8% 8,989 $1.4M
Savvy Advisors, Inc. 0.03% Reduce -0.2% 10,230 $1.3M
Enclave Advisors LLC 0.18% No change 10,191 $1.3M
Jane Street Group, LLC 0.00% Reduce -1.8% 9,556 $1.2M
Jones Financial Companies LLLP 0.00% Add +36.8% 9,223 $1.2M
Two Sigma Investments, LP 0.00% Reduce -52.0% 9,200 $1.1M
Marshall Wace, LLP 0.00% Add +113.5% 8,974 $1.1M
Cresset Asset Management, LLC 0.00% Add +17.8% 8,859 $1.1M
PCG Wealth Advisors, LLC 0.26% Reduce -10.2% 8,183 $1.0M
Stegent Equity Advisors, Inc. 0.85% Reduce -68.8% 8,004 $1000K
RiverFront Investment Group, LLC 0.01% Reduce -4.2% 7,377 $921K
Northern Trust Corp. 0.00% No change 7,039 $879K
Mezzasalma Advisors, LLC 0.22% Reduce -12.3% 6,958 $869K
Steward Partners Investment Advisory, LLC 0.00% Add +598.3% 6,711 $838K
Creative Planning 0.00% Add +0.4% 6,187 $773K
Kestra Advisory Services, LLC 0.00% Add +74.5% 6,116 $764K
Apollon Wealth Management, LLC 0.01% New 6,012 $751K
Endowment Wealth Management, Inc. 0.33% Reduce -25.9% 5,967 $745K
Mraz, Amerine & Associates, Inc. 0.11% Reduce -8.1% 5,918 $739K
Janney Montgomery Scott LLC 0.00% Add +2.9% 5,038 $629K
Independent Financial Group, LLC 0.01% Reduce -8.3% 4,903 $612K
Guyasuta Investment Advisors Inc. 0.04% No change 4,893 $611K
Private Advisor Group, LLC 0.00% Reduce -15.2% 4,751 $593K
MML Investors Services, LLC 0.00% Reduce -89.6% 4,728 $591K
Vontobel Holding Ltd. 0.00% New 4,714 $589K
Westmount Partners, LLC 0.13% Add +0.5% 4,243 $530K
Altfest L J & Co. Inc. 0.06% Add +0.2% 4,226 $528K
TD Waterhouse Canada Inc. 0.00% Add +6.4% 4,243 $512K
Stephens Inc. 0.01% No change 4,082 $510K
Equitable Holdings, Inc. 0.00% Reduce -6.5% 5,600 $500K
Sanctuary Advisors, LLC 0.00% Reduce -21.9% 3,782 $472K
Poehling Capital Management, INC. 0.09% No change 3,500 $437K
PNC Financial Services Group, Inc. 0.00% Add +20.1% 3,282 $410K
&partners 0.00% New 3,020 $377K
Qube Research & Technologies Ltd 0.00% Reduce -64.8% 3,017 $377K
Daiichi Life International Holdings LLC 24.62% — 3,005 $375K
Fiduciary Trust Co 0.00% No change 3,005 $375K
Smith Partners Wealth Management, LLC 0.34% No change 3,000 $375K
Cypress Asset Management Inc. 0.09% Reduce -10.3% 2,953 $369K
Mercer Global Advisors Inc. 0.00% Add +0.3% 2,951 $369K
Betterment LLC 0.00% New 2,595 $324K
Focus Partners Wealth 0.00% Reduce -68.2% 2,552 $319K
Goldman Sachs Group Inc. 0.00% Reduce -71.6% 2,529 $316K
First Horizon Corp. 0.01% No change 2,487 $311K
Koshinski Asset Management, Inc. 0.02% New 2,369 $296K
Gill Capital Partners, LLC 0.08% New 2,192 $274K
Avior Wealth Management, LLC 0.01% New 2,166 $271K
Rockefeller Capital Management L.P. 0.00% Reduce -79.7% 2,110 $264K
Citigroup Inc. 0.00% No change 2,110 $264K
Coldstream Capital Management Inc. 0.00% New 1,963 $245K
Sowell Financial Services LLC 0.01% New 1,960 $245K
Anchyra Partners LLC 0.07% New 1,825 $228K
IFC & Insurance Marketing, Inc. 0.24% New 1,817 $227K
Harbour Investments, Inc. 0.00% Add +868.8% 1,705 $213K
Ignite Planners, LLC 0.03% New 1,516 $202K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -20.2% 1,562 $195K
CX Institutional 0.01% Add +0.5% 1,514 $189K
one8zero8, LLC 0.04% No change 1,427 $178K
Red Tortoise LLC 0.06% Add +0.3% 1,157 $145K

"% 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.

Show all 169 holders