IEZ · iShares U.S. Oil Equipment & Services ETF ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 3 13F filers · Δ vs Sep 30, 2024Quarterly Activity
Top Buyers
vs Sep 30, 2024| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +5,107 | 67,719 |
Top Sellers
vs Sep 30, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −13,394 | 15,812 |
Top New Positions
vs Sep 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small BROWN, LISLE/CUMMINGS, INC. | 144 | $3,873 |
Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 875,889 | $17,596,608 | |
| Large OSAIC HOLDINGS, INC. | 391,113 | $7,857,457 | |
| Mega BANK OF AMERICA CORP /DE/ | 208,544 | $4,189,648 | |
| Small Van Cleef Asset Management,Inc | 177,036 | $3,556,653 | |
| Small AMICA MUTUAL INSURANCE CO | 161,594 | $3,246,423 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IEZ | $1,070,620 | 47.57% | 39,800 | — |
+26,200
+192.6%
|
Call | 2026-09-02 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Corient Private Wealth LLC IEZ | $425,342 | 18.90% | 15,812 | — |
-13,394
-45.9%
|
Shares | 2026-08-27 | ||||||||||||||||||||||||||
| Mega CITADEL ADVISORS LLC IEZ | $392,740 | 17.45% | 14,600 | — |
+11,900
+440.7%
|
Put | 2026-09-02 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega CITADEL ADVISORS LLC IEZ | $358,281 | 15.92% | 13,319 | — |
-32,993
-71.2%
|
Shares | 2026-09-02 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small BROWN, LISLE/CUMMINGS, INC. IEZ | $3,873 | 0.17% | 144 | — | New | Shares | 2026-09-02 | ||||||||||||||||||||||||||
| Mega MORGAN STANLEY IEZ | $17,596,608 | 781.77% | 875,889 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large OSAIC HOLDINGS, INC. IEZ | $7,857,457 | 349.09% | 391,113 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega BANK OF AMERICA CORP /DE/ Bank IEZ | $4,189,648 | 186.14% | 208,544 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Van Cleef Asset Management,Inc IEZ | $3,556,653 | 158.01% | 177,036 | — | Sold Out | Shares | 2024-11-04 | ||||||||||||||||||||||||||
| Small AMICA MUTUAL INSURANCE CO Insurance IEZ | $3,246,423 | 144.23% | 161,594 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Large STIFEL FINANCIAL CORP IEZ | $3,172,251 | 140.94% | 157,902 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega BNP PARIBAS ARBITRAGE, SA IEZ | $3,013,500 | 133.88% | 150,000 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank IEZ | $2,745,919 | 121.99% | 136,681 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega UBS Group AG IEZ | $2,231,597 | 99.14% | 111,080 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega WELLS FARGO & COMPANY/MN IEZ | $1,924,420 | 85.50% | 95,790 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega LPL Financial LLC IEZ | $1,722,014 | 76.50% | 85,715 | — | Sold Out | Shares | 2024-11-08 | ||||||||||||||||||||||||||
| Mid GTS SECURITIES LLC Broker-Dealer IEZ | $1,537,668 | 68.31% | 76,539 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Mid Prospera Financial Services Inc IEZ | $1,252,249 | 55.63% | 62,332 | — | Sold Out | Shares | 2024-11-07 | ||||||||||||||||||||||||||
| Micro COTTONWOOD CAPITAL ADVISORS, LLC IEZ | $1,117,526 | 49.65% | 55,626 | — | Sold Out | Shares | 2024-11-04 | ||||||||||||||||||||||||||
| Mega AMERIPRISE FINANCIAL INC IEZ | $956,605 | 42.50% | 47,616 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid GRIMES & Co WEALTH MANAGEMENT, LLC IEZ | $954,958 | 42.43% | 47,534 | — | Sold Out | Shares | 2024-10-22 | ||||||||||||||||||||||||||
| Small Revisor Wealth Management LLC IEZ | $773,746 | 34.38% | 38,514 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Mid Tower Research Capital LLC (TRC) IEZ | $693,727 | 30.82% | 34,531 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega JANE STREET GROUP, LLC IEZ | $601,655 | 26.73% | 29,948 | — | Sold Out | Shares | 2024-11-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Kingsview Wealth Management, LLC IEZ | $530,335 | 23.56% | 26,398 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Mega GOLDMAN SACHS GROUP INC IEZ | $526,940 | 23.41% | 26,229 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Amica Retiree Medical Trust IEZ | $386,712 | 17.18% | 19,249 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Large MML INVESTORS SERVICES, LLC IEZ | $367,104 | 16.31% | 18,273 | — | Sold Out | Shares | 2024-11-15 | ||||||||||||||||||||||||||
| Small Sunbelt Securities, Inc. Broker-Dealer IEZ | $299,722 | 13.32% | 14,919 | — | Sold Out | Shares | 2024-11-18 | ||||||||||||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP IEZ | $277,242 | 12.32% | 13,800 | — | Sold Out | Call | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large MARSHALL WACE, LLP IEZ | $275,755 | 12.25% | 13,726 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP IEZ | $237,323 | 10.54% | 11,813 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small NTV Asset Management LLC IEZ | $222,155 | 9.87% | 11,058 | — | Sold Out | Shares | 2024-10-31 | ||||||||||||||||||||||||||
| Mega JPMORGAN CHASE & CO IEZ | $208,172 | 9.25% | 10,362 | — | Sold Out | Shares | 2024-11-08 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large JONES FINANCIAL COMPANIES LLLP IEZ | $176,792 | 7.85% | 8,800 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega CITIGROUP INC IEZ | $103,222 | 4.59% | 5,138 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega Qube Research & Technologies Ltd IEZ | $43,434 | 1.93% | 2,162 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mega FMR LLC IEZ | $41,345 | 1.84% | 2,058 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large US BANCORP \DE\ Bank IEZ | $36,684 | 1.63% | 1,826 | — | Sold Out | Shares | 2024-10-28 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large NewEdge Advisors, LLC IEZ | $30,516 | 1.36% | 1,519 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mid WASHINGTON TRUST Co Bank IEZ | $27,623 | 1.23% | 1,375 | — | Sold Out | Shares | 2024-10-25 | ||||||||||||||||||||||||||
| Small Founders Financial Alliance, LLC IEZ | $21,697 | 0.96% | 1,080 | — | Sold Out | Shares | 2024-11-01 | ||||||||||||||||||||||||||
| Mid Parallel Advisors, LLC IEZ | $15,067 | 0.67% | 750 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Large CIBC Private Wealth Group LLC IEZ | $8,518 | 0.38% | 424 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Clearstead Advisors, LLC IEZ | $6,247 | 0.28% | 311 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Micro New England Capital Financial Advisors LLC IEZ | $4,138 | 0.18% | 206 | — | Sold Out | Shares | 2024-10-30 | ||||||||||||||||||||||||||
| Small Truvestments Capital LLC IEZ | $2,209 | 0.10% | 110 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Large Steward Partners Investment Advisory, LLC IEZ | $2,009 | 0.09% | 100 | — | Sold Out | Shares | 2024-11-14 | ||||||||||||||||||||||||||
| Mid HARBOUR INVESTMENTS, INC. IEZ | $1,004 | 0.04% | 50 | — | Sold Out | Shares | 2024-11-04 | ||||||||||||||||||||||||||
| Mega Russell Investments Group, Ltd. IEZ | $562 | 0.02% | 28 | — | Sold Out | Shares | 2024-11-13 | ||||||||||||||||||||||||||
| Small Investors Research Corp IEZ | $562 | 0.02% | 28 | — | Sold Out | Shares | 2024-11-12 | ||||||||||||||||||||||||||
| Micro Creekmur Asset Management LLC IEZ | $100 | 0.00% | 5 | — | Sold Out | Shares | 2024-10-25 | ||||||||||||||||||||||||||
| No holders match your search. | |||||||||||||||||||||||||||||||||