iShares U.S. Oil Equipment &IEZETF
13F holders, Q1 2025 (March 31)76holders +9
15new positions
5sold out
1famous investor
$19.50avg. 13F price*
At the end of Q1 2025, 76 institutions reported holding iShares U.S. Oil Equipment & (IEZ) in their 13F filings, up 9 from Q4 2024. 15 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($18.1M), Stifel Financial Corp. ($6.1M) and Wells Fargo & Company ($4.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.9M |
| Exits | 5 | $2.2M |
All 13F filers, Q4 2024 → Q1 2025: 521,194 shares bought and 615,833 shares sold, net −94,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Morgan Stanley | 0.00% | Reduce -20.4% | 926,755 | $18.1M |
| Stifel Financial Corp. | 0.01% | Add +14.8% | 313,106 | $6.1M |
| Wells Fargo & Company | 0.00% | Add +6.2% | 230,207 | $4.5M |
| Independent Financial Group, LLC | 0.12% | Add +7.8% | 186,287 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 184,937 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.9% | 184,547 | $3.6M |
| Van Cleef Asset Management,Inc | 0.39% | Reduce -0.8% | 175,712 | $3.4M |
| Amica Mutual Insurance Co. | 0.35% | No change | 161,594 | $3.2M |
| LPL Financial LLC | 0.00% | Add +23.7% | 110,396 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -26.9% | 102,875 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +98.6% | 100,700 | $2.0M |
| Genesee Capital Advisors, LLC | 0.98% | Reduce -4.3% | 100,578 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +99.2% | 99,986 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.18% | Add +384.1% | 81,462 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +6.5% | 73,668 | $1.4M |
| Cottonwood Capital Advisors, LLC | 0.77% | Reduce -1.0% | 53,842 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.3% | 50,983 | $994K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.2% | 42,768 | $834K |
| UBS Group AG | 0.00% | Reduce -67.0% | 42,226 | $823K |
| Envestnet Asset Management Inc. | 0.00% | New | 40,783 | $795K |
| Raymond James Financial Inc. | 0.00% | Add +105.2% | 36,065 | $703K |
| Patten & Patten Inc. | 0.04% | Add +59.9% | 33,445 | $652K |
| Medici Capital LLC | 0.71% | No change | 30,000 | $585K |
| &partners | 0.01% | Add +15.7% | 27,718 | $537K |
| Main Street Financial Solutions, LLC | 0.05% | New | 27,121 | $529K |
| GTS Securities LLC | 0.02% | New | 26,851 | $524K |
| Revisor Wealth Management LLC | 0.23% | Reduce -19.9% | 26,055 | $508K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.7% | 25,977 | $507K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 25,834 | $504K |
| Jones Financial Companies LLLP | 0.00% | Add +92.6% | 24,340 | $472K |
| Truist Financial Corp. | 0.00% | New | 22,976 | $448K |
| Rockefeller Capital Management L.P. | 0.00% | New | 20,395 | $398K |
| Waldron Private Wealth LLC | 0.02% | No change | 18,660 | $364K |
| MML Investors Services, LLC | 0.00% | Reduce -47.2% | 17,067 | $333K |
| Citadel Advisors | 0.00% | Add +13.1% | 15,573 | $304K |
| Quadrature Capital Ltd | 0.01% | New | 14,404 | $281K |
| Amica Retiree Medical Trust | 0.43% | Reduce -19.3% | 14,293 | $279K |
| Family Firm, Inc. | 0.06% | Add +7.0% | 13,363 | $261K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Reduce -49.4% | 12,841 | $250K |
| Intrua Financial, LLC | 0.04% | No change | 12,381 | $241K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -41.0% | 11,456 | $223K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,394 | $203K |
| Cresset Asset Management, LLC | 0.00% | Add +0.5% | 10,324 | $201K |
| Corient Private Wealth LP | 0.00% | Reduce -55.2% | 10,050 | $196K |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.7% | 8,832 | $172K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.4% | 7,785 | $152K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 7,635 | $149K |
| Osaic Holdings, Inc. | 0.00% | Add +13.9% | 7,338 | $143K |
| Toth Financial Advisory Corp. | 0.01% | No change | 6,375 | $124K |
| Allworth Financial LP | 0.00% | Reduce -25.8% | 5,382 | $87K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +5519.3% | 3,203 | $79K |
| FMR LLC | 0.00% | Reduce -3.8% | 1,859 | $36K |
| MAI Capital Management | 0.00% | Reduce -0.1% | 1,841 | $36K |
| US Bancorp \de | 0.00% | No change | 1,826 | $36K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,519 | $30K |
| Comerica Bank | 0.00% | Reduce -61.9% | 1,150 | $22K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.3% | 1,085 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 870 | $17K |
| Continuum Advisory, LLC | 0.00% | New | 800 | $16K |
| Coldstream Capital Management Inc. | 0.00% | New | 703 | $14K |
| Parallel Advisors, LLC | 0.00% | Reduce -97.9% | 600 | $12K |
| Cwm, LLC | 0.00% | New | 468 | $9K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 314 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.5% | 207 | $4K |
| NorthRock Partners, LLC | 0.00% | No change | 180 | $4K |
| AE Wealth Management LLC | 0.00% | Reduce -2.9% | 169 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 162 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 144 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -66.5% | 142 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 100 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $975 |
| Russell Investments Group, Ltd. | 0.00% | No change | 28 | $550 |
| Investors Research Corp | 0.00% | No change | 28 | $546 |
| Blair William & Co. | 0.00% | New | 23 | $449 |
| Creekmur Asset Management LLC | 0.00% | Reduce -50.0% | 2 | $48 |
| Simplex Trading, LLC | 0.00% | New | 12 | $0 |
"% 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.