iShares U.S. Oil Equipment &IEZETF
13F holders, Q2 2026 (June 30)93holders +3
24new positions
10sold out
2famous investors
$26.90avg. 13F price*
At the end of Q2 2026, 93 institutions reported holding iShares U.S. Oil Equipment & (IEZ) in their 13F filings, up 3 from Q1 2026. 24 opened new positions and 10 sold out. The largest holders were Phoenix Financial Ltd. ($134.3M), Morgan Stanley ($22.2M) and LPL Financial LLC ($7.9M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares U.S. Oil Equipment &
- CUSIP
- 464288844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $150.4M |
| Exits | 10 | $16.4M |
All 13F filers, Q1 2026 → Q2 2026: 6,000,036 shares bought and 4,310,162 shares sold, net +1,689,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Phoenix Financial Ltd. | 0.92% | New | 4,991,000 | $134.3M |
| Morgan Stanley | 0.00% | Reduce -18.3% | 825,002 | $22.2M |
| LPL Financial LLC | 0.00% | Add +140.1% | 294,731 | $7.9M |
| Wells Fargo & Company | 0.00% | Reduce -46.5% | 228,015 | $6.1M |
| Bank of America Corp. | 0.00% | Reduce -56.1% | 219,917 | $5.9M |
| Royal Bank of Canada | 0.00% | Reduce -63.7% | 188,491 | $5.1M |
| Two Sigma Investments, LP | 0.00% | New | 177,300 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.6% | 172,231 | $4.6M |
| Van Cleef Asset Management,Inc | 0.47% | Reduce -1.5% | 171,126 | $4.6M |
| Advisory Services Network, LLC | 0.05% | Reduce -67.9% | 161,479 | $4.3M |
| D. E. Shaw & Co. | 0.00% | New | 144,813 | $3.9M |
| Amica Mutual Insurance Co. | 0.30% | Reduce -4.3% | 132,244 | $3.6M |
| UBS Group AG | 0.00% | Reduce -42.4% | 129,592 | $3.5M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +553.9% | 106,321 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +279.5% | 100,939 | $2.7M |
| Prospera Financial Services Inc | 0.04% | Reduce -81.6% | 91,070 | $2.5M |
| Independent Financial Group, LLC | 0.04% | Reduce -29.1% | 87,302 | $2.3M |
| Tudor Financial Inc. | 0.93% | Reduce -3.0% | 77,051 | $2.1M |
| Apollon Wealth Management, LLC | 0.02% | New | 51,939 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -20.1% | 50,901 | $1.4M |
| Cottonwood Capital Advisors, LLC | 0.82% | Reduce -0.1% | 50,390 | $1.4M |
| HRT Financial LP | 0.00% | New | 49,524 | $1.3M |
| Wealth Management Partners, LLC | 0.30% | Reduce -9.7% | 47,239 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +18.0% | 46,426 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.1% | 44,383 | $1.2M |
| Financial Sense Advisors, Inc. | 0.25% | Reduce -2.7% | 43,508 | $1.2M |
| Brendel Financial Advisors LLC | 0.54% | Reduce -3.7% | 43,423 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -15.8% | 41,853 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 40,587 | $1.1M |
| GTS Securities LLC | 0.02% | Add +218.5% | 36,272 | $976K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -6.2% | 34,647 | $932K |
| Jones Financial Companies LLLP | 0.00% | Add +92.7% | 32,194 | $875K |
| MML Investors Services, LLC | 0.00% | Reduce -97.2% | 30,002 | $807K |
| NewEdge Advisors, LLC | 0.00% | No change | 29,845 | $803K |
| Atria Investments, Inc | 0.01% | New | 26,947 | $725K |
| Stifel Financial Corp. | 0.00% | Reduce -84.8% | 26,807 | $721K |
| Raymond James Financial Inc. | 0.00% | Reduce -75.1% | 21,517 | $579K |
| Qube Research & Technologies Ltd | 0.00% | New | 20,422 | $549K |
| Sanctuary Advisors, LLC | 0.00% | Add +150.4% | 18,916 | $509K |
| Waldron Private Wealth LLC | 0.02% | No change | 18,660 | $502K |
| Great Diamond Partners, LLC | 0.08% | New | 17,162 | $462K |
| &partners | 0.00% | Add +0.8% | 16,360 | $440K |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 15,812 | $425K |
| Avior Wealth Management, LLC | 0.01% | New | 14,817 | $399K |
| Ameriprise Financial Inc. | 0.00% | Reduce -86.9% | 14,618 | $393K |
| Global Wealth Management, LLC | 0.19% | Add +0.2% | 14,231 | $383K |
| Collaborative Capital Advisors LLC | 0.24% | — | 14,079 | $379K |
| Kesler, Norman & Wride, LLC | 0.06% | New | 13,690 | $368K |
| Citadel Advisors | 0.00% | Reduce -66.5% | 13,319 | $358K |
| Strategic Investment Solutions, Inc. | 0.08% | Reduce -16.4% | 12,449 | $335K |
| Advisors Preferred, LLC | 0.05% | Add +842.8% | 12,878 | $333K |
| Patten & Patten Inc. | 0.02% | Reduce -10.9% | 11,570 | $311K |
| XTX Topco Ltd | 0.00% | New | 10,951 | $295K |
| Osaic Holdings, Inc. | 0.00% | Reduce -97.6% | 9,862 | $265K |
| JPMorgan Chase & Co. | 0.00% | Add +4.7% | 8,717 | $235K |
| Two Sigma Securities, LLC | 0.02% | New | 8,669 | $233K |
| Money Concepts Capital Corp. | 0.01% | New | 8,541 | $230K |
| Kovack Advisors, Inc. | 0.01% | Reduce -50.0% | 8,734 | $228K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 8,310 | $224K |
| LPWM LLC | 0.05% | No change | 7,903 | $213K |
| Birchcreek Wealth Management, LLC | 0.08% | New | 7,688 | $207K |
| Toth Financial Advisory Corp. | 0.01% | No change | 4,100 | $110K |
| Global Retirement Partners, LLC | 0.00% | — | 3,219 | $87K |
| Harbour Investments, Inc. | 0.00% | Add +0.0% | 3,190 | $86K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 3,131 | $84K |
| Allworth Financial LP | 0.00% | Add +13.2% | 2,309 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,300 | $62K |
| Parallel Advisors, LLC | 0.00% | New | 2,243 | $60K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 2,055 | $55K |
| Brentview Investment Management LLC | 0.02% | No change | 2,000 | $54K |
| Capital Advisor Network LLC | 0.07% | New | 1,988 | $53K |
| Citigroup Inc. | 0.00% | New | 1,796 | $48K |
| US Bancorp \de | 0.00% | No change | 1,576 | $42K |
| FMR LLC | 0.00% | Add +20.9% | 1,445 | $39K |
| Founders Financial Alliance, LLC | 0.00% | Add +0.2% | 1,098 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +112.9% | 660 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 371 | $10K |
| Fiduciary Financial Advisors | 0.00% | New | 367 | $10K |
| Simplex Trading, LLC | 0.00% | New | 363 | $10K |
| Lanark Financial, Inc. | 0.00% | Add +1073.3% | 352 | $9K |
| Blair William & Co. | 0.00% | No change | 323 | $9K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 320 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -98.6% | 293 | $8K |
| Fifth Third Bancorp | 0.00% | New | 217 | $6K |
| IFG Advisory, LLC | 0.00% | New | 200 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 166 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 149 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | New | 148 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 144 | $4K |
| BNP Paribas Financial Markets | 0.00% | Add +185.4% | 137 | $4K |
| AE Wealth Management LLC | 0.00% | No change | 137 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 103 | $3K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 87 | $2K |
"% of holder's portfolio" is IEZ's weight in each manager's 13F, not the share of iShares U.S. Oil Equipment & the manager owns.