iShares U.S. Oil Equipment &IEZETF
13F holders, Q2 2024 (June 30)78holders −11
7new positions
17sold out
1famous investor
$22.26avg. 13F price*
At the end of Q2 2024, 78 institutions reported holding iShares U.S. Oil Equipment & (IEZ) in their 13F filings, down 11 from Q1 2024. 7 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($22.2M), Osaic Holdings, Inc. ($8.8M) and Bank of America Corp. ($5.9M). One famous investor held it 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 17 | $12.3M |
All 13F filers, Q1 2024 → Q2 2024: 258,225 shares bought and 4,116,635 shares sold, net −3,858,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Morgan Stanley | 0.00% | Reduce -44.0% | 998,376 | $22.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -25.6% | 395,235 | $8.8M |
| Bank of America Corp. | 0.00% | Reduce -22.9% | 263,240 | $5.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.2% | 260,987 | $5.8M |
| Amica Mutual Insurance Co. | 0.41% | No change | 187,368 | $4.2M |
| Van Cleef Asset Management,Inc | 0.51% | Reduce -0.3% | 181,169 | $4.0M |
| Well Done, LLC | 0.81% | Add +1.8% | 174,251 | $3.9M |
| Genesee Capital Advisors, LLC | 1.80% | Add +11.1% | 164,691 | $3.7M |
| Wells Fargo & Company | 0.00% | Reduce -50.3% | 153,882 | $3.4M |
| Independent Financial Group, LLC | 0.10% | Reduce -0.7% | 112,554 | $2.5M |
| UBS Group AG | 0.00% | Reduce -58.2% | 107,131 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -89.0% | 94,851 | $2.1M |
| Cottonwood Capital Advisors, LLC | 1.17% | Reduce -11.5% | 69,932 | $1.5M |
| GTS Securities LLC | 0.03% | Add +175.5% | 65,933 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -26.3% | 64,097 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -7.4% | 57,871 | $1.3M |
| Prospera Financial Services Inc | 0.04% | Reduce -80.6% | 57,454 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -68.5% | 57,400 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -73.7% | 50,093 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | New | 50,056 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.4% | 47,763 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +262.8% | 44,021 | $980K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +652.2% | 40,905 | $911K |
| Revisor Wealth Management LLC | 0.60% | Add +32.0% | 38,514 | $858K |
| MML Investors Services, LLC | 0.00% | Reduce -96.3% | 34,121 | $760K |
| Atria Investments, Inc | 0.01% | Reduce -31.1% | 29,861 | $665K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 29,075 | $648K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -15.8% | 28,094 | $626K |
| Jane Street Group, LLC | 0.00% | Add +31.5% | 27,318 | $608K |
| Sanctuary Advisors, LLC | 0.00% | — | 25,382 | $585K |
| Citadel Advisors | 0.00% | Reduce -62.7% | 19,904 | $443K |
| Waldron Private Wealth LLC | 0.02% | Reduce -7.2% | 18,660 | $416K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.1% | 17,063 | $380K |
| Two Sigma Securities, LLC | 0.02% | Add +66.1% | 15,077 | $336K |
| Intrua Financial, LLC | 0.05% | No change | 14,829 | $330K |
| Colony Family Offices, LLC | 0.11% | No change | 14,732 | $328K |
| HRT Financial LP | 0.00% | New | 14,546 | $323K |
| KKM Financial LLC | 0.15% | Add +18.8% | 14,522 | $315K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 13,589 | $303K |
| Merit Financial Group, LLC | 0.01% | New | 13,206 | $294K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -18.1% | 12,656 | $282K |
| Marshall Wace, LLP | 0.00% | New | 12,261 | $273K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -19.8% | 11,729 | $261K |
| Parallel Advisors, LLC | 0.01% | Reduce -43.4% | 11,409 | $254K |
| Stephens Inc. | 0.00% | Reduce -54.0% | 11,155 | $248K |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.5% | 11,112 | $247K |
| NTV Asset Management LLC | 0.04% | Add +0.1% | 11,053 | $246K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.1% | 10,664 | $238K |
| Apeiron RIA LLC | 0.07% | Add +12.4% | 10,496 | $234K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -8.8% | 10,480 | $233K |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 10,372 | $231K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -50.7% | 9,991 | $222K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 9,237 | $206K |
| Toth Financial Advisory Corp. | 0.02% | No change | 6,411 | $143K |
| Jones Financial Companies LLLP | 0.00% | New | 5,599 | $125K |
| Citigroup Inc. | 0.00% | No change | 5,138 | $114K |
| Sunbelt Securities, Inc. | 0.01% | Add +44.6% | 4,928 | $110K |
| Family Firm, Inc. | 0.02% | New | 4,546 | $101K |
| Simplex Trading, LLC | 0.00% | Add +61.1% | 3,567 | $79K |
| US Bancorp \de | 0.00% | Add +6.8% | 1,826 | $41K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,519 | $34K |
| Bank of Montreal | 0.00% | Reduce -72.1% | 1,258 | $31K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,375 | $31K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,365 | $30K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 1,110 | $25K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.3% | 1,077 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -59.5% | 551 | $12K |
| Cwm, LLC | 0.00% | No change | 500 | $11K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 310 | $7K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.5% | 205 | $5K |
| NorthRock Partners, LLC | 0.00% | No change | 180 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 144 | $3K |
| FMR LLC | 0.00% | Reduce -0.8% | 129 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $1K |
| Investors Research Corp | 0.00% | No change | 28 | $624 |
| Russell Investments Group, Ltd. | 0.00% | New | 28 | $620 |
| Creekmur Asset Management LLC | 0.00% | Reduce -98.8% | 5 | $120 |
"% 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.