iShares U.S. Oil Equipment &IEZETF
13F holders, Q3 2025 (September 30)63holders
10new positions
9sold out
$19.29avg. 13F price*
At the end of Q3 2025, 63 institutions reported holding iShares U.S. Oil Equipment & (IEZ) in their 13F filings, unchanged from Q2 2025. 10 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($8.8M), Bank of America Corp. ($3.7M) and Commonwealth Equity Services, LLC ($3.5M).
- Company
- iShares U.S. Oil Equipment &
- CUSIP
- 464288844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.4M |
| Exits | 9 | $4.1M |
All 13F filers, Q2 2025 → Q3 2025: 314,221 shares bought and 632,280 shares sold, net −318,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Morgan Stanley | 0.00% | Reduce -29.6% | 457,616 | $8.8M |
| Bank of America Corp. | 0.00% | Reduce -6.9% | 189,781 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 183,597 | $3.5M |
| Van Cleef Asset Management,Inc | 0.35% | Add +8.0% | 176,043 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +90.3% | 149,342 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Add +46.7% | 147,700 | $2.8M |
| Amica Mutual Insurance Co. | 0.24% | No change | 138,177 | $2.7M |
| Independent Financial Group, LLC | 0.06% | Reduce -12.5% | 120,198 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -6.0% | 104,384 | $2.0M |
| Brown Advisory Inc. | 0.00% | New | 86,736 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Add +4.3% | 83,198 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +42.6% | 76,684 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.2% | 74,518 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -5.2% | 72,163 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.9% | 67,853 | $1.3M |
| UBS Group AG | 0.00% | Reduce -43.8% | 60,566 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 52,265 | $1.0M |
| Cottonwood Capital Advisors, LLC | 0.73% | Reduce -2.9% | 51,932 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +29.9% | 47,341 | $913K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -5.4% | 36,336 | $701K |
| Northern Trust Corp. | 0.00% | New | 28,323 | $546K |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 27,512 | $531K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.4% | 27,369 | $528K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -70.8% | 25,977 | $501K |
| GTS Securities LLC | 0.02% | Add +12.5% | 24,685 | $476K |
| Patten & Patten Inc. | 0.02% | Reduce -35.5% | 20,455 | $395K |
| MML Investors Services, LLC | 0.00% | Add +14.5% | 20,269 | $391K |
| &partners | 0.00% | Reduce -9.8% | 19,974 | $385K |
| Waldron Private Wealth LLC | 0.01% | No change | 18,660 | $360K |
| Amica Retiree Medical Trust | 0.38% | No change | 14,293 | $276K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -22.0% | 11,953 | $231K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.8% | 10,094 | $195K |
| Jones Financial Companies LLLP | 0.00% | Reduce -45.3% | 8,504 | $169K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 8,330 | $161K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.7% | 6,539 | $125K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 6,429 | $124K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -30.8% | 5,372 | $104K |
| Toth Financial Advisory Corp. | 0.01% | No change | 4,100 | $79K |
| Global Retirement Partners, LLC | 0.00% | Reduce -55.3% | 3,954 | $76K |
| Allworth Financial LP | 0.00% | Reduce -32.1% | 3,544 | $68K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,300 | $44K |
| MAI Capital Management | 0.00% | No change | 1,841 | $36K |
| FMR LLC | 0.00% | Add +2.1% | 1,788 | $34K |
| US Bancorp \de | 0.00% | No change | 1,576 | $30K |
| Founders Financial Alliance, LLC | 0.00% | Add +0.4% | 1,092 | $21K |
| Blue Trust, Inc. | 0.00% | New | 770 | $15K |
| Group One Trading LLC | 0.00% | New | 632 | $12K |
| Cwm, LLC | 0.00% | No change | 468 | $9K |
| NewEdge Advisors, LLC | 0.00% | No change | 442 | $9K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 317 | $6K |
| Qube Research & Technologies Ltd | 0.00% | New | 301 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.0% | 210 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 164 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 144 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 142 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 53 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $965 |
| SWAN Capital LLC | 0.00% | New | 40 | $772 |
| Lanark Financial, Inc. | 0.00% | New | 30 | $578 |
| Investors Research Corp | 0.00% | No change | 28 | $540 |
| Blair William & Co. | 0.00% | No change | 23 | $444 |
| Creekmur Asset Management LLC | 0.00% | Add +50.0% | 3 | $48 |
| Smartleaf Asset Management LLC | 0.00% | New | 1 | $5 |
"% 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.