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 Mar 31, 2026Quarterly Activity
Top Buyers
vs Mar 31, 2026Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −27,615 | 67,719 | |
| Large Corient Private Wealth LLC | −50 | 15,812 |
Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large MML INVESTORS SERVICES, LLC | 1,072,044 | $31,035,673 | |
| Mega MORGAN STANLEY | 1,010,117 | $29,242,885 | |
| Small MinichMacGregor Wealth Management, LLC | 686,398 | $19,871,222 | |
| Mega ROYAL BANK OF CANADA | 519,348 | $15,035,123 | |
| Mid Advisory Services Network, LLC | 502,700 | $14,553,164 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IEZ | $1,070,620 | 47.57% | 39,800 | — |
-5,800
-12.7%
|
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 | — |
-50
-0.3%
|
Shares | 2026-08-27 | |||||||||||||||||||||
| Mega CITADEL ADVISORS LLC IEZ | $392,740 | 17.45% | 14,600 | — |
+4,600
+46.0%
|
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 | — |
-26,415
-66.5%
|
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 | — |
0
0.0%
|
Shares | 2026-09-02 | |||||||||||||||||||||
| Large MML INVESTORS SERVICES, LLC IEZ | $31,035,673 | 1378.84% | 1,072,044 | — | Sold Out | Shares | 2026-05-04 | |||||||||||||||||||||
| Mega MORGAN STANLEY IEZ | $29,242,885 | 1299.19% | 1,010,117 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small MinichMacGregor Wealth Management, LLC IEZ | $19,871,222 | 882.83% | 686,398 | — | Sold Out | Shares | 2026-04-20 | |||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank IEZ | $15,035,123 | 667.97% | 519,348 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Advisory Services Network, LLC IEZ | $14,553,164 | 646.56% | 502,700 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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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 | $14,489,648 | 643.74% | 500,506 | — | Sold Out | Shares | 2026-05-18 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Prospera Financial Services Inc IEZ | $14,360,531 | 638.00% | 496,046 | — | Sold Out | Shares | 2026-04-14 | |||||||||||||||||||||
| Mega WELLS FARGO & COMPANY/MN IEZ | $12,343,034 | 548.37% | 426,357 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Equitable Holdings, Inc. IEZ | $11,835,773 | 525.83% | 408,835 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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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 | $11,728,078 | 521.05% | 405,115 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Well Done, LLC IEZ | $7,867,017 | 349.51% | 271,745 | — | Sold Out | Shares | 2026-04-14 | |||||||||||||||||||||
| Mega UBS Group AG IEZ | $6,510,102 | 289.23% | 224,874 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Monument Capital Management IEZ | $5,701,239 | 253.29% | 196,934 | — | Sold Out | Shares | 2026-04-16 | |||||||||||||||||||||
| Large STIFEL FINANCIAL CORP IEZ | $5,114,133 | 227.21% | 176,654 | — | Sold Out | Shares | 2026-05-12 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large COMMONWEALTH EQUITY SERVICES, LLC IEZ | $5,064,918 | 225.02% | 174,954 | — | Sold Out | Shares | 2026-04-27 | |||||||||||||||||||||
| Small Van Cleef Asset Management,Inc IEZ | $5,029,222 | 223.44% | 173,721 | — | Sold Out | Shares | 2026-05-01 | |||||||||||||||||||||
| Small AMICA MUTUAL INSURANCE CO Insurance IEZ | $4,000,224 | 177.72% | 138,177 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Mid INDEPENDENT FINANCIAL GROUP, LLC IEZ | $3,563,629 | 158.32% | 123,096 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mega LPL Financial LLC IEZ | $3,553,815 | 157.89% | 122,757 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Mega AMERIPRISE FINANCIAL INC IEZ | $3,226,274 | 143.34% | 111,443 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid VestGen Advisors, LLC IEZ | $3,186,294 | 141.56% | 110,062 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Large HighTower Advisors, LLC IEZ | $3,138,527 | 139.44% | 108,412 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
| Mega RAYMOND JAMES FINANCIAL INC IEZ | $2,502,610 | 111.18% | 86,446 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Tudor Financial Inc. IEZ | $2,298,919 | 102.14% | 79,410 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Large MARSHALL WACE, LLP IEZ | $2,196,609 | 97.59% | 75,876 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro LITTLEJOHN FINANCIAL SERVICES, INC. IEZ | $1,955,659 | 86.89% | 67,553 | — | Sold Out | Shares | 2026-04-23 | |||||||||||||||||||||
| Mid KESTRA PRIVATE WEALTH SERVICES, LLC IEZ | $1,844,115 | 81.93% | 63,700 | — | Sold Out | Shares | 2026-04-20 | |||||||||||||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC IEZ | $1,786,186 | 79.36% | 61,699 | — | Sold Out | Shares | 2026-05-04 | |||||||||||||||||||||
| Small LEE JOHNSON CAPITAL MANAGEMENT, LLC IEZ | $1,740,821 | 77.34% | 60,132 | — | Sold Out | Shares | 2026-04-16 | |||||||||||||||||||||
| Micro Wagner Wealth Management, Corp IEZ | $1,673,860 | 74.37% | 57,819 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
| Small Wealth Management Partners, LLC IEZ | $1,514,548 | 67.29% | 52,316 | — | Sold Out | Shares | 2026-04-17 | |||||||||||||||||||||
| Micro COTTONWOOD CAPITAL ADVISORS, LLC IEZ | $1,460,932 | 64.91% | 50,464 | — | Sold Out | Shares | 2026-04-17 | |||||||||||||||||||||
| Large TRUIST FINANCIAL CORP IEZ | $1,438,698 | 63.92% | 49,696 | — | Sold Out | Shares | 2026-04-27 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Brendel Financial Advisors LLC IEZ | $1,305,992 | 58.02% | 45,112 | — | Sold Out | Shares | 2026-04-15 | |||||||||||||||||||||
| Small Financial Sense Advisors, Inc. IEZ | $1,294,846 | 57.53% | 44,727 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP IEZ | $1,138,921 | 50.60% | 39,341 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small TITLEIST ASSET MANAGEMENT, LLC IEZ | $1,049,553 | 46.63% | 36,254 | — | Sold Out | Shares | 2026-04-30 | |||||||||||||||||||||
| Large Mariner, LLC IEZ | $929,150 | 41.28% | 32,095 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro MUIRFIELD WEALTH ADVISORS LLC IEZ | $911,664 | 40.50% | 31,491 | — | Sold Out | Shares | 2026-04-22 | |||||||||||||||||||||
| Large DAVENPORT & Co LLC IEZ | $886,159 | 39.37% | 30,610 | — | Sold Out | Shares | 2026-04-15 | |||||||||||||||||||||
| Mega Amundi IEZ | $875,361 | 38.89% | 30,237 | — | Sold Out | Shares | 2026-05-18 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega GOLDMAN SACHS GROUP INC IEZ | $770,070 | 34.21% | 26,600 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Cetera Investment Advisers IEZ | $759,676 | 33.75% | 26,241 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Large Steward Partners Investment Advisory, LLC IEZ | $607,950 | 27.01% | 21,000 | — | Sold Out | Shares | 2026-05-08 | |||||||||||||||||||||
| Small Waldron Private Wealth LLC IEZ | $540,207 | 24.00% | 18,660 | — | Sold Out | Shares | 2026-04-10 | |||||||||||||||||||||
| Mid Kovack Advisors, Inc. IEZ | $505,698 | 22.47% | 17,468 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Small Cadent Capital Advisors, LLC IEZ | $502,282 | 22.32% | 17,350 | — | Sold Out | Shares | 2026-04-08 | |||||||||||||||||||||
| Large JONES FINANCIAL COMPANIES LLLP IEZ | $483,551 | 21.48% | 16,703 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Genesee Capital Advisors, LLC IEZ | $472,087 | 20.97% | 16,307 | — | Sold Out | Shares | 2026-04-22 | |||||||||||||||||||||
| Mid Tower Research Capital LLC (TRC) IEZ | $470,698 | 20.91% | 16,259 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large &PARTNERS IEZ | $469,626 | 20.86% | 16,222 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Micro Strategic Investment Solutions, Inc. /IL IEZ | $431,089 | 19.15% | 14,891 | — | Sold Out | Shares | 2026-05-01 | |||||||||||||||||||||
| Micro Global Wealth Management, LLC IEZ | $411,061 | 18.26% | 14,199 | — | Sold Out | Shares | 2026-04-16 | |||||||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP IEZ | $390,825 | 17.36% | 13,500 | — | Sold Out | Call | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid PATTEN & PATTEN INC/TN IEZ | $376,060 | 16.71% | 12,990 | — | Sold Out | Shares | 2026-05-01 | |||||||||||||||||||||
| Large Cambridge Investment Research Advisors, Inc. IEZ | $337,470 | 14.99% | 11,657 | — | Sold Out | Shares | 2026-04-30 | |||||||||||||||||||||
| Mid GTS SECURITIES LLC Broker-Dealer IEZ | $329,653 | 14.65% | 11,387 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO IEZ | $243,440 | 10.82% | 8,409 | — | Sold Out | Shares | 2026-05-07 | |||||||||||||||||||||
| Mega JPMORGAN CHASE & CO IEZ | $240,950 | 10.70% | 8,323 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro LPWM LLC IEZ | $228,791 | 10.16% | 7,903 | — | Sold Out | Shares | 2026-04-09 | |||||||||||||||||||||
| Large Sanctuary Advisors, LLC IEZ | $218,659 | 9.71% | 7,553 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
| Mega JANE STREET GROUP, LLC IEZ | $208,440 | 9.26% | 7,200 | — | Sold Out | Put | 2026-05-12 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Sunbelt Securities, Inc. Broker-Dealer IEZ | $201,810 | 8.97% | 6,971 | — | Sold Out | Shares | 2026-05-18 | |||||||||||||||||||||
| Small TOTH FINANCIAL ADVISORY CORP IEZ | $118,695 | 5.27% | 4,100 | — | Sold Out | Shares | 2026-04-16 | |||||||||||||||||||||
| Mid HARBOUR INVESTMENTS, INC. IEZ | $92,321 | 4.10% | 3,189 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Mid HORIZON KINETICS ASSET MANAGEMENT LLC IEZ | $90,642 | 4.03% | 3,131 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Large Rockefeller Capital Management L.P. IEZ | $66,585 | 2.96% | 2,300 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid LOWE BROCKENBROUGH & CO INC IEZ | $59,492 | 2.64% | 2,055 | — | Sold Out | Shares | 2026-05-07 | |||||||||||||||||||||
| Mid Allworth Financial LP IEZ | $59,029 | 2.62% | 2,039 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Small Brentview Investment Management LLC IEZ | $57,900 | 2.57% | 2,000 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Large MAI Capital Management IEZ | $53,296 | 2.37% | 1,841 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Small Annis Gardner Whiting Capital Advisors, LLC IEZ | $51,965 | 2.31% | 1,795 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Large US BANCORP \DE\ Bank IEZ | $45,625 | 2.03% | 1,576 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Advisors Preferred, LLC IEZ | $39,545 | 1.76% | 1,366 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega FMR LLC IEZ | $34,595 | 1.54% | 1,195 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Founders Financial Alliance, LLC IEZ | $31,729 | 1.41% | 1,096 | — | Sold Out | Shares | 2026-05-11 | |||||||||||||||||||||
| Large NewEdge Advisors, LLC IEZ | $29,845 | 1.33% | 29,845 | — | Sold Out | Shares | 2026-05-18 | |||||||||||||||||||||
| Large CWM, LLC IEZ | $17,312 | 0.77% | 598 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
| Mid Smartleaf Asset Management LLC IEZ | $10,740 | 0.48% | 371 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Large BLAIR WILLIAM & CO/IL IEZ | $9,350 | 0.42% | 323 | — | Sold Out | Shares | 2026-05-08 | |||||||||||||||||||||
| Mid Clearstead Advisors, LLC IEZ | $9,235 | 0.41% | 319 | — | Sold Out | Shares | 2026-05-06 | |||||||||||||||||||||
| Large Federation des caisses Desjardins du Quebec IEZ | $8,974 | 0.40% | 310 | — | Sold Out | Shares | 2026-05-14 | |||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Cedar Mountain Advisors, LLC IEZ | $4,776 | 0.21% | 165 | — | Sold Out | Shares | 2026-04-30 | |||||||||||||||||||||
| Mid AlphaCore Capital LLC IEZ | $4,313 | 0.19% | 149 | — | Sold Out | Shares | 2026-05-15 | |||||||||||||||||||||
| Large AE Wealth Management LLC IEZ | $3,966 | 0.18% | 137 | — | Sold Out | Shares | 2026-05-13 | |||||||||||||||||||||
| Large Allspring Global Investments Holdings, LLC IEZ | $2,518 | 0.11% | 87 | — | Sold Out | Shares | 2026-05-05 | |||||||||||||||||||||
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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 | $1,389 | 0.06% | 48 | — | Sold Out | Shares | 2026-05-12 | |||||||||||||||||||||
| Small NBC SECURITIES, INC. Broker-Dealer IEZ | $868 | 0.04% | 30 | — | Sold Out | Shares | 2026-04-14 | |||||||||||||||||||||
| No holders match your search. | ||||||||||||||||||||||||||||