iShares U.S. Oil Equipment &IEZETF
13F holders, Q1 2024 (March 31)89holders
2famous investors
$23.64avg. 13F price*
At the end of Q1 2024, 89 institutions reported holding iShares U.S. Oil Equipment & (IEZ) in their 13F filings. The largest holders were Morgan Stanley ($42.1M), MML Investors Services, LLC ($21.8M) and Royal Bank of Canada ($20.3M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.7M |
| Exits | 17 | $20.6M |
Ownership 89 holders
| Morgan Stanley | 0.00% | Add +15.3% | 1,781,752 | $42.1M |
| MML Investors Services, LLC | 0.09% | Add +111.1% | 922,666 | $21.8M |
| Royal Bank of Canada | 0.01% | Add +89.0% | 859,802 | $20.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.9% | 530,909 | $12.6M |
| Bank of America Corp. | 0.00% | Reduce -20.6% | 341,414 | $8.1M |
| Wells Fargo & Company | 0.00% | Reduce -28.8% | 309,867 | $7.3M |
| Prospera Financial Services Inc | 0.21% | Add +54.3% | 295,519 | $7.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.3% | 260,527 | $6.2M |
| UBS Group AG | 0.00% | Add +66.3% | 256,234 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -56.2% | 190,271 | $4.5M |
| Amica Mutual Insurance Co. | 0.45% | No change | 187,368 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 182,327 | $4.3M |
| Van Cleef Asset Management,Inc | 0.54% | Reduce -1.5% | 181,679 | $4.3M |
| Well Done, LLC | 0.80% | Add +11.3% | 171,169 | $4.0M |
| Cadent Capital Advisors, LLC | 1.52% | Add +6.0% | 160,667 | $3.8M |
| Genesee Capital Advisors, LLC | 1.92% | Reduce -11.4% | 148,211 | $3.5M |
| Independent Financial Group, LLC | 0.12% | Reduce -1.9% | 113,353 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -20.3% | 86,998 | $2.1M |
| Cottonwood Capital Advisors, LLC | 1.45% | Add +1.1% | 79,031 | $1.8M |
| MinichMacGregor Wealth Management, LLC | 0.40% | Reduce -81.4% | 66,473 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -14.9% | 62,520 | $1.5M |
| D. E. Shaw & Co. | 0.00% | New | 61,023 | $1.4M |
| Leuthold Group, LLC | 0.15% | Add +5.3% | 58,075 | $1.4M |
| Citadel Advisors | 0.00% | Add +24.7% | 53,385 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -3.5% | 47,586 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 43,325 | $1.0M |
| Muirfield Wealth Advisors LLC | 0.92% | Add +32.1% | 40,216 | $951K |
| Two Sigma Investments, LP | 0.00% | Reduce -59.5% | 37,100 | $877K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -27.0% | 33,346 | $789K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 29,046 | $687K |
| Revisor Wealth Management LLC | 0.30% | Add +125.2% | 29,166 | $663K |
| Stephens Inc. | 0.01% | Reduce -15.8% | 24,249 | $573K |
| GTS Securities LLC | 0.02% | New | 23,934 | $566K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -55.1% | 22,478 | $532K |
| DAVENPORT & Co LLC | 0.00% | No change | 20,880 | $494K |
| Jane Street Group, LLC | 0.00% | Add +46.7% | 20,770 | $491K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.6% | 20,257 | $479K |
| Parallel Advisors, LLC | 0.01% | Reduce -19.6% | 20,142 | $476K |
| Waldron Private Wealth LLC | 0.02% | No change | 20,114 | $476K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -11.6% | 17,052 | $403K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.4% | 15,463 | $366K |
| Intrua Financial, LLC | 0.05% | No change | 14,829 | $351K |
| Colony Family Offices, LLC | 0.11% | No change | 14,732 | $348K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -93.6% | 14,628 | $346K |
| Global Retirement Partners, LLC | 0.01% | Reduce -1.3% | 13,556 | $321K |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 12,845 | $304K |
| Qube Research & Technologies Ltd | 0.00% | Add +421.2% | 12,717 | $301K |
| KKM Financial LLC | 0.14% | No change | 12,222 | $289K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 12,128 | $287K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.3% | 12,135 | $287K |
| Perigon Wealth Management, LLC | 0.01% | No change | 11,485 | $272K |
| NTV Asset Management LLC | 0.04% | Add +0.0% | 11,048 | $261K |
| Quadrature Capital Ltd | 0.00% | New | 10,919 | $258K |
| SPC Financial, Inc. | 0.02% | Reduce -97.2% | 10,467 | $248K |
| JPMorgan Chase & Co. | 0.00% | Add +123.2% | 10,365 | $245K |
| Executive Wealth Management, LLC | 0.02% | Reduce -52.2% | 9,319 | $222K |
| Apeiron RIA LLC | 0.06% | No change | 9,341 | $221K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.0% | 9,237 | $218K |
| Two Sigma Securities, LLC | 0.01% | New | 9,077 | $215K |
| Summit Financial Group, Inc. | 0.07% | Reduce -2.4% | 8,915 | $211K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -13.5% | 6,411 | $152K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.7% | 5,438 | $129K |
| Citigroup Inc. | 0.00% | Reduce -4.6% | 5,138 | $122K |
| Comerica Bank | 0.00% | No change | 5,000 | $118K |
| Bank of Montreal | 0.00% | Reduce -33.3% | 4,515 | $107K |
| U S Global Investors Inc. | 0.01% | New | 4,100 | $97K |
| Sunbelt Securities, Inc. | 0.01% | Add +97.4% | 3,407 | $81K |
| Simplex Trading, LLC | 0.00% | Add +164.8% | 2,214 | $52K |
| US Bancorp \de | 0.00% | No change | 1,710 | $40K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.9% | 1,519 | $36K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,375 | $33K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,365 | $32K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,361 | $32K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 1,110 | $26K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 1,074 | $25K |
| Cwm, LLC | 0.00% | No change | 500 | $12K |
| Creekmur Asset Management LLC | 0.00% | Reduce -90.7% | 406 | $10K |
| Clearstead Advisors, LLC | 0.00% | New | 308 | $7K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.5% | 204 | $5K |
| NorthRock Partners, LLC | 0.00% | New | 180 | $4K |
| Cutler Group LLC / CA | 0.00% | New | 200 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 144 | $3K |
| FMR LLC | 0.00% | Add +28.7% | 130 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 110 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 30 | $1K |
| Investors Research Corp | 0.00% | No change | 28 | $662 |
| First Manhattan Co. Llc. | 0.00% | No change | 4 | $94 |
"% 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.