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

iShares U.S. Oil & Gas Exploration & Production ETF logo
$91.17 -5.89 (-6.07%)
Closing price 07/3/2025 02:49 PM Eastern
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$91.17 0.00 (0.00%)
As of 07/3/2025 04:06 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Oil & Gas Exploration & Production ETF (BATS:IEO)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$3.85M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.94M
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IEO Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
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%
4/12/2024 Harbor 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%
7/14/2023 Harbor 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%
4/21/2023 Harbor 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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
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%
1/24/2023Saxon Interests Inc.13,257$1.22M0.7%-5.5%0.000%
1/18/2023Well Done LLC46,904$4.36M0.9%+13.7%0.000%
1/12/2023Gill Capital Partners LLC6,378$592K0.3%-8.6%0.000%
1/10/2023Carret Asset Management LLC26,566$2.47M0.3%-1.7%0.000%
1/9/2023MinichMacGregor Wealth Management LLC26,594$2.47M0.9%-3.7%0.000%
11/14/2022United Capital Financial Advisers LLC3,368$280K0.0%+9.8%0.000%
11/9/2022Edge Capital Group LLC2,452$204K0.0%N/A0.000%
11/9/2022Wells Financial Advisors INC600$50K0.0%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. ($4.42M), Cambridge Investment Research Advisors Inc. ($3.24M), Carret Asset Management LLC ($2.07M), JPMorgan Chase & Co. ($1.04M), SG Americas Securities LLC ($841K), 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 ($49.33K), Cambridge Investment Research Advisors Inc. ($28.02K), SG Americas Securities LLC ($9.90K), Sunbelt Securities Inc. ($8.50K), Janney Montgomery Scott LLC ($7.25K), GAMMA Investing LLC ($6.46K), and PVG Asset Management Corp ($4.91K).

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

Institutional investors have bought a total of 40,667 shares in the last 24 months. This purchase volume represents approximately $3.85M in transactions.

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

Of the 14 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: Tradewinds LLC. ($13.75K), Ameriprise Financial Inc. ($10.42K), JPMorgan Chase & Co. ($4.87K), Nova Wealth Management Inc. ($3.40K), Carret Asset Management LLC ($3.37K), 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 43,714 shares in the last 24 months. This volume of shares sold represents approximately $3.94M in transactions.


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This page (BATS:IEO) was last updated on 7/6/2025 by MarketBeat.com Staff
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