iShares U.S. Oil Equipment &IEZETF
13F holders, Q1 2026 (March 31)90holders +20
32new positions
11sold out
1famous investor
$28.96avg. 13F price*
At the end of Q1 2026, 90 institutions reported holding iShares U.S. Oil Equipment & (IEZ) in their 13F filings, up 20 from Q4 2025. 32 opened new positions and 11 sold out. The largest holders were MML Investors Services, LLC ($31.0M), Morgan Stanley ($29.2M) and MinichMacGregor Wealth Management, LLC ($19.9M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $88.5M |
| Exits | 11 | $2.3M |
All 13F filers, Q4 2025 → Q1 2026: 7,054,684 shares bought and 493,606 shares sold, net +6,561,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| MML Investors Services, LLC | 0.09% | Add +4776.9% | 1,072,044 | $31.0M |
| Morgan Stanley | 0.00% | Add +119.4% | 1,010,117 | $29.2M |
| MinichMacGregor Wealth Management, LLC | 3.51% | New | 686,398 | $19.9M |
| Royal Bank of Canada | 0.00% | Add +792.5% | 519,348 | $15.0M |
| Advisory Services Network, LLC | 0.19% | New | 502,700 | $14.6M |
| Bank of America Corp. | 0.00% | Add +162.0% | 500,506 | $14.5M |
| Prospera Financial Services Inc | 0.23% | Add +503.0% | 496,046 | $14.4M |
| Wells Fargo & Company | 0.00% | Add +1381.0% | 426,357 | $12.3M |
| Equitable Holdings, Inc. | 0.08% | New | 408,835 | $11.8M |
| Osaic Holdings, Inc. | 0.02% | Add +12300.2% | 405,115 | $11.7M |
| Well Done, LLC | 1.16% | New | 271,745 | $7.9M |
| UBS Group AG | 0.00% | Add +711.9% | 224,874 | $6.5M |
| Monument Capital Management | 1.43% | New | 196,934 | $5.7M |
| Stifel Financial Corp. | 0.00% | Add +52.4% | 176,654 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 174,954 | $5.1M |
| Van Cleef Asset Management,Inc | 0.54% | Reduce -1.4% | 173,721 | $5.0M |
| Amica Mutual Insurance Co. | 0.34% | No change | 138,177 | $4.0M |
| Independent Financial Group, LLC | 0.08% | Add +3.2% | 123,096 | $3.6M |
| LPL Financial LLC | 0.00% | Add +41.5% | 122,757 | $3.6M |
| VestGen Advisors, LLC | 0.10% | New | 110,062 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +47.9% | 111,443 | $3.2M |
| HighTower Advisors, LLC | 0.00% | New | 108,412 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +17.9% | 86,446 | $2.5M |
| Tudor Financial Inc. | 1.18% | New | 79,410 | $2.3M |
| Marshall Wace, LLP | 0.00% | New | 75,876 | $2.2M |
| Littlejohn Financial Services, Inc. | 1.47% | Reduce -0.7% | 67,553 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -4.1% | 63,700 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +29.2% | 61,699 | $1.8M |
| Lee Johnson Capital Management, LLC | 0.62% | New | 60,132 | $1.7M |
| Wagner Wealth Management, Corp | 1.50% | New | 57,819 | $1.7M |
| Wealth Management Partners, LLC | 0.43% | New | 52,316 | $1.5M |
| Cottonwood Capital Advisors, LLC | 1.03% | Reduce -1.0% | 50,464 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +92.9% | 49,696 | $1.4M |
| Brendel Financial Advisors LLC | 0.65% | New | 45,112 | $1.3M |
| Financial Sense Advisors, Inc. | 0.30% | New | 44,727 | $1.3M |
| Citadel Advisors | 0.00% | New | 39,734 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.1% | 39,341 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Add +1.6% | 36,939 | $1.1M |
| Titleist Asset Management, LLC | 0.08% | New | 36,254 | $1.0M |
| Mariner, LLC | 0.00% | New | 32,095 | $929K |
| Muirfield Wealth Advisors LLC | 0.67% | New | 31,491 | $912K |
| DAVENPORT & Co LLC | 0.00% | New | 30,610 | $886K |
| Amundi | 0.00% | New | 30,237 | $875K |
| NewEdge Advisors, LLC | 0.00% | New | 29,845 | $864K |
| Goldman Sachs Group Inc. | 0.00% | Add +2.4% | 26,600 | $770K |
| Cetera Investment Advisers | 0.00% | New | 26,241 | $760K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -71.6% | 21,000 | $608K |
| Waldron Private Wealth LLC | 0.02% | No change | 18,660 | $540K |
| Cadent Capital Advisors, LLC | 0.13% | New | 17,350 | $502K |
| Jones Financial Companies LLLP | 0.00% | Add +184.9% | 16,703 | $498K |
| Kovack Advisors, Inc. | 0.03% | New | 17,468 | $496K |
| Genesee Capital Advisors, LLC | 0.20% | New | 16,307 | $472K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -39.5% | 16,259 | $471K |
| &partners | 0.00% | Reduce -14.6% | 16,222 | $470K |
| Strategic Investment Solutions, Inc. | 0.10% | Add +785.8% | 14,891 | $431K |
| Global Wealth Management, LLC | 0.22% | New | 14,199 | $411K |
| Patten & Patten Inc. | 0.02% | Reduce -7.3% | 12,990 | $376K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 11,657 | $337K |
| GTS Securities LLC | 0.01% | Reduce -82.4% | 11,387 | $330K |
| Corient Private Wealth LP | 0.00% | Add +57.8% | 15,862 | $291K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.0% | 8,409 | $243K |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.7% | 8,323 | $239K |
| LPWM LLC | 0.06% | New | 7,903 | $229K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -36.8% | 7,553 | $219K |
| Sunbelt Securities, Inc. | 0.01% | Add +198.3% | 6,971 | $202K |
| Toth Financial Advisory Corp. | 0.01% | No change | 4,100 | $119K |
| Harbour Investments, Inc. | 0.00% | Add +11.1% | 3,189 | $92K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 3,131 | $91K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,300 | $67K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 2,055 | $59K |
| Allworth Financial LP | 0.00% | Reduce -29.1% | 2,039 | $59K |
| Brentview Investment Management LLC | 0.03% | Add +100.0% | 2,000 | $58K |
| MAI Capital Management | 0.00% | No change | 1,841 | $53K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 1,795 | $52K |
| US Bancorp \de | 0.00% | No change | 1,576 | $46K |
| Advisors Preferred, LLC | 0.01% | New | 1,366 | $40K |
| FMR LLC | 0.00% | Add +1.3% | 1,195 | $35K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 1,096 | $32K |
| Cwm, LLC | 0.00% | Add +27.8% | 598 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.0% | 371 | $11K |
| Blair William & Co. | 0.00% | Add +1304.3% | 323 | $9K |
| Clearstead Advisors, LLC | 0.00% | No change | 319 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 310 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 165 | $5K |
| AlphaCore Capital LLC | 0.00% | No change | 149 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 144 | $4K |
| AE Wealth Management LLC | 0.00% | No change | 137 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 87 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 48 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 30 | $870 |
"% 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.