iShares U.S. Oil Equipment &IEZETF
13F holders, Q4 2024 (December 31)67holders +7
13new positions
6sold out
1famous investor
$19.75avg. 13F price*
At the end of Q4 2024, 67 institutions reported holding iShares U.S. Oil Equipment & (IEZ) in their 13F filings, up 7 from Q3 2024. 13 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($23.1M), Stifel Financial Corp. ($5.4M) and Wells Fargo & Company ($4.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.5M |
| Exits | 6 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,136,663 shares bought and 795,036 shares sold, net +341,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Morgan Stanley | 0.00% | Add +33.0% | 1,164,935 | $23.1M |
| Stifel Financial Corp. | 0.01% | Add +72.7% | 272,675 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +126.3% | 216,763 | $4.3M |
| Bank of America Corp. | 0.00% | Reduce -9.1% | 189,633 | $3.8M |
| Van Cleef Asset Management,Inc | 0.38% | Add +0.1% | 177,206 | $3.5M |
| Independent Financial Group, LLC | 0.11% | Add +45.3% | 172,786 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | New | 172,573 | $3.4M |
| Amica Mutual Insurance Co. | 0.33% | No change | 161,594 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 140,690 | $2.8M |
| UBS Group AG | 0.00% | Add +15.2% | 127,925 | $2.5M |
| Genesee Capital Advisors, LLC | 0.97% | Reduce -38.7% | 105,092 | $2.1M |
| LPL Financial LLC | 0.00% | Add +4.1% | 89,250 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +635.2% | 86,844 | $1.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +57.0% | 74,609 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +11.0% | 69,167 | $1.4M |
| Cottonwood Capital Advisors, LLC | 0.77% | Reduce -2.2% | 54,407 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -66.2% | 50,700 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +50105.0% | 50,205 | $995K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 47,087 | $933K |
| Revisor Wealth Management LLC | 0.59% | Reduce -15.6% | 32,519 | $644K |
| MML Investors Services, LLC | 0.00% | Add +76.9% | 32,317 | $640K |
| Medici Capital LLC | 0.77% | New | 30,000 | $594K |
| Parallel Advisors, LLC | 0.01% | Add +3680.4% | 28,353 | $562K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.3% | 26,147 | $518K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | New | 25,390 | $503K |
| &partners | 0.01% | New | 23,954 | $489K |
| Patten & Patten Inc. | 0.03% | New | 20,915 | $414K |
| St. Louis Financial Planners Asset Management, LLC | 0.29% | New | 20,174 | $400K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -26.4% | 19,431 | $385K |
| Waldron Private Wealth LLC | 0.01% | No change | 18,660 | $370K |
| Amica Retiree Medical Trust | 0.33% | Reduce -8.0% | 17,707 | $351K |
| Raymond James Financial Inc. | 0.00% | — | 17,577 | $348K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -1.5% | 16,829 | $333K |
| Citadel Advisors | 0.00% | Reduce -70.3% | 13,764 | $273K |
| Jones Financial Companies LLLP | 0.00% | Add +43.6% | 12,638 | $250K |
| Family Firm, Inc. | 0.06% | New | 12,495 | $248K |
| Intrua Financial, LLC | 0.04% | Reduce -16.5% | 12,381 | $245K |
| Global Retirement Partners, LLC | 0.01% | Reduce -3.6% | 11,776 | $233K |
| NTV Asset Management LLC | 0.03% | Add +0.1% | 11,063 | $219K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 10,352 | $205K |
| Cresset Asset Management, LLC | 0.00% | New | 10,276 | $204K |
| Corient Private Wealth LP | 0.00% | Reduce -23.2% | 22,442 | $199K |
| Allworth Financial LP | 0.00% | New | 7,257 | $156K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -48.0% | 7,757 | $152K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.3% | 6,444 | $128K |
| Toth Financial Advisory Corp. | 0.01% | No change | 6,375 | $126K |
| Citigroup Inc. | 0.00% | No change | 5,138 | $102K |
| Comerica Bank | 0.00% | New | 3,021 | $60K |
| FMR LLC | 0.00% | Reduce -6.1% | 1,932 | $38K |
| MAI Capital Management | 0.00% | New | 1,842 | $36K |
| US Bancorp \de | 0.00% | No change | 1,826 | $36K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,519 | $30K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 1,082 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 870 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 424 | $9K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 312 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 206 | $4K |
| NorthRock Partners, LLC | 0.00% | No change | 180 | $4K |
| AE Wealth Management LLC | 0.00% | New | 174 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -85.6% | 161 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 144 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 110 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 57 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $991 |
| Russell Investments Group, Ltd. | 0.00% | No change | 28 | $557 |
| Investors Research Corp | 0.00% | No change | 28 | $555 |
| Creekmur Asset Management LLC | 0.00% | Reduce -20.0% | 4 | $88 |
"% 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.