iShares U.S. Oil Equipment &IEZETF
13F holders, Q3 2024 (September 30)60holders −18
2new positions
21sold out
1famous investor
$20.09avg. 13F price*
At the end of Q3 2024, 60 institutions reported holding iShares U.S. Oil Equipment & (IEZ) in their 13F filings, down 18 from Q2 2024. 2 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($17.6M), Osaic Holdings, Inc. ($7.9M) and Bank of America Corp. ($4.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $46K |
| Exits | 21 | $9.1M |
All 13F filers, Q2 2024 → Q3 2024: 358,115 shares bought and 1,012,407 shares sold, net −654,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Morgan Stanley | 0.00% | Reduce -12.3% | 875,889 | $17.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.0% | 391,113 | $7.9M |
| Bank of America Corp. | 0.00% | Reduce -20.8% | 208,544 | $4.2M |
| Van Cleef Asset Management,Inc | 0.39% | Reduce -2.3% | 177,036 | $3.6M |
| Genesee Capital Advisors, LLC | 1.66% | Add +4.1% | 171,488 | $3.4M |
| Amica Mutual Insurance Co. | 0.31% | Reduce -13.8% | 161,594 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +215.2% | 157,902 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Add +199.7% | 150,000 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +44.1% | 136,681 | $2.7M |
| Independent Financial Group, LLC | 0.09% | Add +5.7% | 118,954 | $2.4M |
| UBS Group AG | 0.00% | Add +3.7% | 111,080 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -37.8% | 95,790 | $1.9M |
| LPL Financial LLC | 0.00% | Add +48.1% | 85,715 | $1.7M |
| GTS Securities LLC | 0.03% | Add +16.1% | 76,539 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +8.5% | 62,332 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -9.1% | 58,236 | $1.2M |
| Cottonwood Capital Advisors, LLC | 0.82% | Reduce -20.5% | 55,626 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.1% | 47,616 | $957K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -0.5% | 47,534 | $955K |
| Citadel Advisors | 0.00% | Add +132.7% | 46,312 | $930K |
| Revisor Wealth Management LLC | 0.48% | No change | 38,514 | $774K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -15.6% | 34,531 | $694K |
| Jane Street Group, LLC | 0.00% | Add +9.6% | 29,948 | $602K |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 29,206 | $587K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.0% | 26,398 | $530K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -90.0% | 26,229 | $527K |
| Amica Retiree Medical Trust | 0.32% | — | 19,249 | $387K |
| Waldron Private Wealth LLC | 0.02% | No change | 18,660 | $375K |
| MML Investors Services, LLC | 0.00% | Reduce -46.5% | 18,273 | $367K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.1% | 17,079 | $343K |
| Sunbelt Securities, Inc. | 0.03% | Add +202.7% | 14,919 | $300K |
| Intrua Financial, LLC | 0.05% | No change | 14,829 | $298K |
| Marshall Wace, LLP | 0.00% | Add +11.9% | 13,726 | $276K |
| Global Retirement Partners, LLC | 0.01% | Reduce -10.1% | 12,215 | $245K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.2% | 11,813 | $237K |
| NTV Asset Management LLC | 0.03% | Add +0.1% | 11,058 | $222K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 10,362 | $208K |
| Jones Financial Companies LLLP | 0.00% | Add +57.2% | 8,800 | $177K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -0.6% | 6,375 | $128K |
| Citigroup Inc. | 0.00% | No change | 5,138 | $103K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,162 | $43K |
| FMR LLC | 0.00% | Add +1495.3% | 2,058 | $41K |
| US Bancorp \de | 0.00% | No change | 1,826 | $37K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,519 | $31K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,375 | $28K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.5% | 1,115 | $22K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.3% | 1,080 | $22K |
| Parallel Advisors, LLC | 0.00% | Reduce -93.4% | 750 | $15K |
| Cwm, LLC | 0.00% | No change | 500 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.1% | 424 | $9K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 311 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.5% | 206 | $4K |
| NorthRock Partners, LLC | 0.00% | No change | 180 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 144 | $3K |
| Truvestments Capital LLC | 0.00% | New | 110 | $2K |
| 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 | $563 |
| Russell Investments Group, Ltd. | 0.00% | No change | 28 | $562 |
| Creekmur Asset Management LLC | 0.00% | No change | 5 | $108 |
"% 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.