iShares U.S. Oil Equipment &IEZETF
13F holders, Q2 2025 (June 30)63holders −13
1new positions
15sold out
1famous investor
$16.98avg. 13F price*
At the end of Q2 2025, 63 institutions reported holding iShares U.S. Oil Equipment & (IEZ) in their 13F filings, down 13 from Q1 2025. 1 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($11.0M), Bank of America Corp. ($3.5M) and Commonwealth Equity Services, LLC ($3.1M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $260K |
| Exits | 15 | $4.8M |
All 13F filers, Q1 2025 → Q2 2025: 356,564 shares bought and 1,160,565 shares sold, net −804,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Morgan Stanley | 0.00% | Reduce -29.8% | 650,424 | $11.0M |
| Bank of America Corp. | 0.00% | Add +10.2% | 203,837 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 184,813 | $3.1M |
| Van Cleef Asset Management,Inc | 0.30% | Reduce -7.2% | 163,074 | $2.8M |
| Amica Mutual Insurance Co. | 0.23% | Reduce -14.5% | 138,177 | $2.3M |
| Independent Financial Group, LLC | 0.06% | Reduce -26.3% | 137,305 | $2.3M |
| LPL Financial LLC | 0.00% | Add +0.6% | 111,029 | $1.9M |
| Genesee Capital Advisors, LLC | 0.82% | Add +7.8% | 108,428 | $1.8M |
| UBS Group AG | 0.00% | Add +155.4% | 107,846 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | No change | 100,700 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +243.1% | 89,125 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +8.3% | 79,775 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -21.4% | 78,567 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -74.9% | 78,494 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +194.5% | 76,089 | $1.3M |
| Citadel Advisors | 0.00% | Add +281.9% | 59,468 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +35.4% | 55,229 | $937K |
| Ameriprise Financial Inc. | 0.00% | Add +25.7% | 53,762 | $912K |
| Cottonwood Capital Advisors, LLC | 0.61% | Reduce -0.7% | 53,487 | $908K |
| Royal Bank of Canada | 0.00% | Reduce -50.8% | 50,615 | $859K |
| Quadrature Capital Ltd | 0.01% | Add +221.8% | 46,359 | $787K |
| Main Street Financial Solutions, LLC | 0.05% | Add +41.7% | 38,421 | $652K |
| Truist Financial Corp. | 0.00% | Add +58.7% | 36,457 | $619K |
| Patten & Patten Inc. | 0.03% | Reduce -5.2% | 31,720 | $538K |
| Raymond James Financial Inc. | 0.00% | Reduce -18.1% | 29,545 | $501K |
| Wells Fargo & Company | 0.00% | Reduce -87.9% | 27,889 | $473K |
| &partners | 0.00% | Reduce -20.1% | 22,140 | $376K |
| GTS Securities LLC | 0.02% | Reduce -18.3% | 21,935 | $372K |
| Waldron Private Wealth LLC | 0.01% | No change | 18,660 | $317K |
| Revisor Wealth Management LLC | 0.11% | Reduce -34.9% | 16,970 | $309K |
| MML Investors Services, LLC | 0.00% | Add +3.8% | 17,707 | $300K |
| Jones Financial Companies LLLP | 0.00% | Reduce -36.1% | 15,555 | $265K |
| Sanctuary Advisors, LLC | 0.00% | New | 15,329 | $260K |
| Amica Retiree Medical Trust | 0.35% | No change | 14,293 | $243K |
| Family Firm, Inc. | 0.05% | Add +0.4% | 13,422 | $228K |
| Corient Private Wealth LP | 0.00% | No change | 10,050 | $171K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.4% | 9,114 | $155K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.4% | 7,757 | $154K |
| Global Retirement Partners, LLC | 0.00% | — | 8,836 | $150K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 8,407 | $143K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.5% | 7,009 | $119K |
| Allworth Financial LP | 0.00% | Reduce -3.1% | 5,216 | $89K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -35.7% | 4,100 | $70K |
| MAI Capital Management | 0.00% | No change | 1,841 | $31K |
| FMR LLC | 0.00% | Reduce -5.8% | 1,751 | $30K |
| US Bancorp \de | 0.00% | Reduce -13.7% | 1,576 | $27K |
| Founders Financial Alliance, LLC | 0.00% | Add +0.3% | 1,088 | $18K |
| Parallel Advisors, LLC | 0.00% | No change | 600 | $10K |
| Cwm, LLC | 0.00% | No change | 468 | $8K |
| NewEdge Advisors, LLC | 0.00% | Reduce -70.9% | 442 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -63.2% | 320 | $5K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 315 | $5K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.5% | 208 | $4K |
| Simplex Trading, LLC | 0.00% | Add +1666.7% | 212 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 163 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 144 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 142 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | Add +1.0% | 101 | $2K |
| AE Wealth Management LLC | 0.00% | Reduce -68.6% | 53 | $899 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $849 |
| Investors Research Corp | 0.00% | No change | 28 | $475 |
| Blair William & Co. | 0.00% | No change | 23 | $390 |
| Creekmur Asset Management LLC | 0.00% | No change | 2 | $42 |
"% 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.