iShares U.S. Oil Equipment &IEZETF
13F holders, Q4 2025 (December 31)70holders +7
15new positions
5sold out
$20.92avg. 13F price*
At the end of Q4 2025, 70 institutions reported holding iShares U.S. Oil Equipment & (IEZ) in their 13F filings, up 7 from Q3 2025. 15 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($9.6M), BNP Paribas Financial Markets ($4.2M) and Bank of America Corp. ($4.0M).
- Company
- iShares U.S. Oil Equipment &
- CUSIP
- 464288844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $4.9M |
| Exits | 5 | $2.2M |
All 13F filers, Q3 2025 → Q4 2025: 451,495 shares bought and 274,987 shares sold, net +176,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Morgan Stanley | 0.00% | Add +0.6% | 460,477 | $9.6M |
| BNP Paribas Financial Markets | 0.00% | Add +34.7% | 199,000 | $4.2M |
| Bank of America Corp. | 0.00% | Add +0.7% | 191,016 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.1% | 179,650 | $3.7M |
| Van Cleef Asset Management,Inc | 0.37% | Add +0.1% | 176,249 | $3.7M |
| Amica Mutual Insurance Co. | 0.25% | No change | 138,177 | $2.9M |
| Independent Financial Group, LLC | 0.06% | Reduce -0.8% | 119,297 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -22.4% | 115,956 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -16.9% | 86,726 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.1% | 82,268 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.8% | 75,340 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.8% | 73,919 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +167.9% | 73,316 | $1.5M |
| Littlejohn Financial Services, Inc. | 1.05% | New | 68,026 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -8.0% | 66,394 | $1.4M |
| GTS Securities LLC | 0.05% | Add +162.3% | 64,750 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +11.3% | 58,190 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +597.3% | 58,081 | $1.2M |
| Cottonwood Capital Advisors, LLC | 0.76% | Reduce -1.8% | 50,988 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.6% | 47,746 | $996K |
| Susquehanna International Group, LLP | 0.00% | New | 41,035 | $856K |
| Fsa Wealth Partners, Inc. | 0.30% | New | 39,378 | $822K |
| Nwam LLC | 0.04% | New | 29,934 | $761K |
| Main Street Financial Solutions, LLC | 0.06% | Add +0.0% | 36,348 | $759K |
| Wells Fargo & Company | 0.00% | Add +4.6% | 28,788 | $601K |
| UBS Group AG | 0.00% | Reduce -54.3% | 27,697 | $578K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +318.2% | 26,887 | $561K |
| Goldman Sachs Group Inc. | 0.00% | No change | 25,977 | $542K |
| Truist Financial Corp. | 0.00% | Reduce -45.6% | 25,766 | $538K |
| MML Investors Services, LLC | 0.00% | Add +8.4% | 21,982 | $459K |
| &partners | 0.00% | Reduce -4.9% | 18,989 | $396K |
| Waldron Private Wealth LLC | 0.02% | No change | 18,660 | $389K |
| Flow Traders U.S. LLC | 0.01% | New | 18,053 | $377K |
| Patten & Patten Inc. | 0.02% | Reduce -31.5% | 14,020 | $293K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 12,978 | $271K |
| Sanctuary Advisors, LLC | 0.00% | No change | 11,953 | $249K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.2% | 10,515 | $219K |
| Corient Private Wealth LP | 0.00% | New | 10,050 | $210K |
| Jones Financial Companies LLLP | 0.00% | Reduce -31.1% | 5,862 | $122K |
| Toth Financial Advisory Corp. | 0.01% | No change | 4,100 | $86K |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.0% | 3,267 | $68K |
| Global Retirement Partners, LLC | 0.00% | Reduce -18.6% | 3,219 | $67K |
| Allworth Financial LP | 0.00% | Reduce -18.9% | 2,874 | $60K |
| Harbour Investments, Inc. | 0.00% | Add +5642.0% | 2,871 | $60K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -56.5% | 2,337 | $49K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,300 | $48K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,287 | $48K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 2,055 | $43K |
| MAI Capital Management | 0.00% | No change | 1,841 | $38K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 1,681 | $35K |
| US Bancorp \de | 0.00% | No change | 1,576 | $33K |
| FMR LLC | 0.00% | Reduce -34.0% | 1,180 | $25K |
| Founders Financial Alliance, LLC | 0.00% | Add +0.2% | 1,094 | $23K |
| Brentview Investment Management LLC | 0.01% | New | 1,000 | $21K |
| Group One Trading LLC | 0.00% | Add +15.8% | 732 | $15K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 500 | $10K |
| Cwm, LLC | 0.00% | No change | 468 | $10K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 319 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -18.6% | 245 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 165 | $3K |
| AlphaCore Capital LLC | 0.00% | New | 149 | $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% | Add +158.5% | 137 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 102 | $2K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 87 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 30 | $626 |
| Investors Research Corp | 0.00% | No change | 28 | $584 |
| Blair William & Co. | 0.00% | No change | 23 | $480 |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -99.0% | 2 | $33 |
"% 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.