Free Trial
→ Why Peter Thiel Hid Gold in a Vault (From Golden Portfolio) (Ad)tc pixel Free IEO Stock Alerts

iShares U.S. Oil & Gas Exploration & Production ETF (IEO) Institutional Ownership

iShares U.S. Oil & Gas Exploration & Production ETF logo
$91.70 -5.37 (-5.53%)
As of 03:46 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Oil & Gas Exploration & Production ETF (BATS:IEO)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$7.17M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.75M
Get IEO Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Oil & Gas Exploration & Production ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IEO Institutional Buying and Selling by Quarter

iShares U.S. Oil & Gas Exploration & Production ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 BNP Paribas Financial Markets50,000$4.43M0.0%N/A0.917%
8/15/2025 Ameriprise Financial Inc.54,222$4.80M0.0%-6.1%0.995%
8/12/2025 RiverFront Investment Group LLC7,066$626K0.0%N/A0.130%
8/12/2025 JPMorgan Chase & Co.10,551$935K0.0%-32.8%0.194%
8/4/2025 Carret Asset Management LLC20,731$1.84M0.2%-5.3%0.380%
7/23/2025 RMG Wealth Management LLC300$27K0.0%N/A0.006%
7/17/2025 Janney Montgomery Scott LLC5,465$484K0.0%-9.2%0.100%
7/8/2025 Parallel Advisors LLC380$34K0.0%-54.7%0.007%
7/1/2025 Harbor Investment Advisory LLC1,550$137K0.0%-24.4%0.028%
5/29/2025Nova Wealth Management Inc.1,852$175K0.2%-64.8%0.033%
5/9/2025Gill Capital Partners LLC2,192$207K0.1%-36.3%0.038%
4/28/2025First Horizon Advisors Inc.2,487$235K0.0%+9.9%0.043%
4/24/2025Sunbelt Securities Inc.5,205$492K0.0%-37.3%0.091%
4/22/2025Cambridge Investment Research Advisors Inc.34,211$3.24M0.0%+0.7%0.595%
4/22/2025Carret Asset Management LLC21,881$2.07M0.2%-2.2%0.381%
4/10/2025Thurston Springer Miller Herd & Titak Inc.1,752$166K0.0%-14.6%0.029%
4/9/2025NBC Securities Inc.628$59K0.0%N/A0.010%
4/7/2025GAMMA Investing LLC6,526$617K0.0%+9,358.0%0.109%
2/18/2025Sunbelt Securities Inc.8,299$733K0.1%+127.5%0.099%
2/17/2025Ameriprise Financial Inc.49,351$4.42M0.0%-17.4%0.591%
2/12/2025Tradewinds LLC.6,690$649K0.2%-65.5%0.080%
2/12/2025JPMorgan Chase & Co.11,616$1.04M0.0%-29.5%0.139%
2/11/2025Runnymede Capital Advisors Inc.1,123$101K0.1%N/A0.013%
2/10/2025Carret Asset Management LLC22,381$2.01M0.2%-3.2%0.268%
2/6/2025Jones Financial Companies Lllp6,664$597K0.0%+125.7%0.080%
1/17/2025Janney Montgomery Scott LLC6,124$549K0.0%-7.6%0.073%
1/15/2025Gill Capital Partners LLC3,443$309K0.1%-22.5%0.041%
1/14/2025Thurston Springer Miller Herd & Titak Inc.2,052$184K0.0%N/A0.025%
12/26/2024JPMorgan Chase & Co.16,482$1.51M0.0%+23.5%0.197%
11/18/2024Sunbelt Securities Inc.3,648$334K0.0%+22.7%0.044%
11/9/2024Tradewinds LLC.19,364$1.77M0.5%-5.3%0.232%
10/24/2024Carret Asset Management LLC23,131$2.12M0.2%-5.7%0.277%
10/21/2024Whittier Trust Co.2,682$245K0.0%-6.9%0.032%
10/15/2024NBC Securities Inc.607$55K0.0%-26.7%0.007%
8/14/2024EverSource Wealth Advisors LLC450$45K0.0%-61.7%0.005%
8/13/2024Hollencrest Capital Management500$50K0.0%-18.2%0.006%
8/7/2024Wedbush Securities Inc.7,481$745K0.0%+35.8%0.090%
8/1/2024Carret Asset Management LLC24,536$2.44M0.3%-2.8%0.294%
7/29/2024Whittier Trust Co.2,882$287K0.0%+1,319.7%0.035%
7/26/2024Cambridge Investment Research Advisors Inc.38,106$3.79M0.0%+38.8%0.456%
7/24/2024Family Firm Inc.784$78K0.0%N/A0.009%
7/8/2024City State Bank1,700$169K0.1%N/A0.020%
6/11/2024EverSource Wealth Advisors LLC1,175$123K0.0%-15.6%0.014%
5/17/2024Comerica Bank318$34K0.0%-66.6%0.004%
5/6/2024Gill Capital Partners LLC4,445$464K0.2%-20.7%0.053%
5/2/2024Hollencrest Capital Management611$65K0.0%+22.2%0.007%
5/1/2024Janney Montgomery Scott LLC13,165$1.41M0.0%-5.9%0.158%
5/1/2024BNP Paribas Financial Markets932$100K0.0%-98.1%0.011%
4/25/2024Cambridge Investment Research Advisors Inc.27,457$2.94M0.0%+26.1%0.337%
4/19/2024Red Tortoise LLC1,109$119K0.1%N/A0.014%
4/15/2024Sunbelt Securities Inc.2,972$318K0.0%-4.2%0.036%
4/12/2024Harbor Investment Advisory LLC2,050$219K0.0%-46.1%0.028%
2/12/2024Tradition Wealth Management LLC1,407$131K0.0%+16.7%0.019%
2/12/2024Parallel Advisors LLC1,768$165K0.0%-24.9%0.024%
2/9/2024Cambridge Investment Research Advisors Inc.21,779$2.03M0.0%-2.4%0.300%
2/9/2024EverSource Wealth Advisors LLC1,393$130K0.0%-53.6%0.019%
2/8/2024Janney Montgomery Scott LLC13,986$1.30M0.0%+107.6%0.193%
2/7/2024BNP Paribas Financial Markets49,333$4.60M0.0%N/A0.680%
1/18/2024Winch Advisory Services LLC553$52K0.0%-27.9%0.008%
1/8/2024Gill Capital Partners LLC5,602$522K0.2%-2.7%0.077%
1/2/2024Anchor Investment Management LLC404$38K0.0%N/A0.006%
12/11/2023Sunbelt Securities Inc.6,464$630K0.1%+96.2%0.089%
11/9/2023Knuff & Co LLC1,567$153K0.1%-38.4%0.022%
11/8/2023Janney Montgomery Scott LLC6,736$657K0.0%-14.4%0.093%
11/4/2023NBC Securities Inc.989$96K0.0%N/A0.014%
11/4/2023EverSource Wealth Advisors LLC3,004$293K0.0%-11.8%0.041%
10/27/2023First Horizon Advisors Inc.2,262$221K0.0%-6.1%0.031%
10/24/2023Cambridge Investment Research Advisors Inc.22,324$2.18M0.0%+105.6%0.308%
10/12/2023Carret Asset Management LLC25,341$2.47M0.3%-3.5%0.350%
8/8/2023Winch Advisory Services LLC833$71K0.0%-18.5%0.011%
8/8/2023Knuff & Co LLC2,542$216K0.1%-59.6%0.035%
8/4/2023Parallel Advisors LLC1,461$124K0.0%-28.9%0.020%
8/4/2023EverSource Wealth Advisors LLC3,404$289K0.0%-5.4%0.047%
7/31/2023PVG Asset Management Corp4,906$417K1.8%N/A0.060%
7/25/2023Carret Asset Management LLC26,256$2.23M0.3%-0.6%0.322%
7/14/2023Harbor Investment Advisory LLC3,854$327K0.0%-4.9%0.047%
7/10/2023SG Americas Securities LLC9,900$841K0.0%N/A0.121%
5/12/2023Tradition Wealth Management LLC826$71K0.0%+37.7%0.010%
5/11/2023Carret Asset Management LLC26,416$2.27M0.3%-0.6%0.316%
5/11/2023EverSource Wealth Advisors LLC3,600$309K0.0%-15.3%0.043%
5/9/2023Wedbush Securities Inc.6,300$541K0.0%+30.9%0.075%
5/9/2023Knuff & Co LLC6,294$540K0.2%-7.6%0.075%
4/28/2023Janney Montgomery Scott LLC7,789$668K0.0%-2.7%0.093%
4/26/2023Gill Capital Partners LLC5,757$494K0.2%-9.7%0.069%
4/25/2023Parallel Advisors LLC2,055$176K0.0%-75.0%0.025%
4/21/2023Harbor Investment Advisory LLC4,054$348K0.1%-11.0%0.049%
4/17/2023Fifth Third Securities Inc.4,098$352K0.0%+54.1%0.037%
4/17/2023Ayalon Insurance Comp Ltd.1,240$106K0.0%-12.1%0.011%
2/9/2023Sowell Financial Services LLC55,198$5.13M0.3%N/A0.000%
2/9/2023EverSource Wealth Advisors LLC4,250$395K0.1%N/A0.000%
2/9/2023Advisors Preferred LLC474$42K0.0%-63.1%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.11,853$1.10M0.0%-69.0%0.000%
2/7/2023Hollencrest Capital Management500$46K0.0%N/A0.000%
2/6/2023Parallel Advisors LLC8,213$763K0.0%-13.5%0.000%
2/3/2023Tradition Wealth Management LLC600$56K0.0%-25.0%0.000%
2/1/2023Fifth Third Securities Inc.2,660$247K0.0%N/A0.000%
1/31/2023Wedbush Securities Inc.4,813$447K0.0%+37.8%0.000%
1/30/2023Riggs Asset Managment Co. Inc.70,565$6.55M2.7%+1,482.2%0.000%
1/26/2023Winch Advisory Services LLC1,104$103K0.0%-16.0%0.000%
1/25/2023Lindbrook Capital LLC44,673$4.15M0.5%N/A0.000%
(Data available from 1/1/2016 forward)

IEO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEO shares?

During the previous two years, 32 institutional investors and hedge funds held shares of iShares U.S. Oil & Gas Exploration & Production ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($4.80M), BNP Paribas Financial Markets ($4.43M), Cambridge Investment Research Advisors Inc. ($3.24M), Carret Asset Management LLC ($1.84M), JPMorgan Chase & Co. ($935K), Wedbush Securities Inc. ($745K), and Tradewinds LLC. ($649K).Learn more on iShares U.S. Oil & Gas Exploration & Production ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Oil & Gas Exploration & Production ETF's stock?

Of the 21 institutional investors that purchased iShares U.S. Oil & Gas Exploration & Production ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BNP Paribas Financial Markets ($99.33K), Cambridge Investment Research Advisors Inc. ($28.02K), Sunbelt Securities Inc. ($8.50K), Janney Montgomery Scott LLC ($7.25K), RiverFront Investment Group LLC ($7.07K), GAMMA Investing LLC ($6.46K), and Jones Financial Companies Lllp ($3.71K).

How much institutional buying is happening at iShares U.S. Oil & Gas Exploration & Production ETF?

Institutional investors have bought a total of 80,247 shares in the last 24 months. This purchase volume represents approximately $7.17M in transactions.

Which of iShares U.S. Oil & Gas Exploration & Production ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold iShares U.S. Oil & Gas Exploration & Production ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($13.95K), Tradewinds LLC. ($13.75K), JPMorgan Chase & Co. ($10.02K), Carret Asset Management LLC ($3.81K), Nova Wealth Management Inc. ($3.40K), Sunbelt Securities Inc. ($3.09K), and Gill Capital Partners LLC ($2.25K).

How much institutional selling is happening at iShares U.S. Oil & Gas Exploration & Production ETF?

Institutional investors have sold a total of 53,018 shares in the last 24 months. This volume of shares sold represents approximately $4.75M in transactions.


Related Companies

This page (BATS:IEO) was last updated on 9/18/2025 by MarketBeat.com Staff
From Our Partners
REVEALED: Something Big Happening Behind White House Doors
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
Trump’s Plan May Undo 1933’s Biggest Financial Injustice
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
Why Peter Thiel Hid Gold in a Vault
Silicon Valley billionaires hiding gold in vaults? Peter Thiel’s Palantir quietly diverted tens of millions...
Golden Portfolio | Sponsoredtc pixel
What a Former CIA Agent Knows About the Coming Collapse
This isn’t just another gold investing book—it’s a survival playbook written by a former CIA officer trained...
Advantage Gold | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel