Free Trial
The Market Does Not Wait. MarketBeat All Access Alerts for $149
Get the Alerts
Claim MarketBeat All Access Sale Promotion

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

iShares U.S. Oil & Gas Exploration & Production ETF logo
$148.28 -1.56 (-1.04%)
Closing price 10/22/2026 04:10 PM Eastern
Extended Trading
$148.22 -0.06 (-0.04%)
As of 10/22/2026 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. 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)
15
Total
Institutional Inflows
(last 12 months)
$9.35M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$925.24K
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026Compass Financial Management LLC685$75K0.0%N/A0.013%
8/22/2026Highland Investment Advisors LLC309$34K0.0%N/A0.006%
8/20/2026Oarsman Capital Inc.3,168$348K0.0%N/A0.058%
8/20/2026RPg Family Wealth Advisory LLC28,298$3.11M0.5%N/A0.519%
8/20/2026Risk Paradigm Group LLC28,272$3.11M2.1%N/A0.519%
5/14/2026RMG Wealth Management LLC300$35K0.0%N/A0.006%
4/24/2026 Harbor Investment Advisory LLC800$100K0.0%-38.5%0.015%
4/22/2026Janney Montgomery Scott LLC5,038$629K0.0%+2.9%0.092%
2/20/2026Sunbelt Securities Inc.2,451$219K0.0%+32.3%0.045%
2/17/2026Carret Asset Management LLC20,116$1.80M0.2%-2.1%0.369%
2/11/2026Janney Montgomery Scott LLC4,894$437K0.0%-9.4%0.090%
2/10/2026Bearing Point Capital LLC14,888$1.33M0.2%N/A0.273%
2/5/2026RiverFront Investment Group LLC7,696$687K0.0%+42.7%0.141%
1/23/2026 Steph & Co.592$53K0.0%N/A0.011%
1/1/2026JPMorgan Chase & Co.10,757$996K0.0%+2.0%0.197%
11/19/2025Sunbelt Securities Inc.1,852$172K0.0%-77.7%0.034%
11/7/2025JPMorgan Chase & Co.10,757$996K0.0%+2.0%0.197%
11/4/2025Jones Financial Companies Lllp7,428$711K0.0%-18.7%0.136%
10/29/2025Tradewinds LLC.5,465$506K0.1%N/A0.100%
10/27/2025 Harbor Investment Advisory LLC1,300$120K0.0%-16.1%0.024%
10/27/2025 Gill Capital Partners LLC2,192$203K0.1%N/A0.040%
10/27/2025First Horizon Corp2,487$230K0.0%N/A0.046%
8/15/2025BNP Paribas Financial Markets50,000$4.43M0.0%N/A0.917%
8/15/2025Ameriprise Financial Inc.54,222$4.80M0.0%-6.1%0.995%
8/12/2025RiverFront Investment Group LLC7,066$626K0.0%N/A0.130%
8/12/2025JPMorgan Chase & Co.10,551$935K0.0%-32.8%0.194%
8/4/2025Carret Asset Management LLC20,731$1.84M0.2%-5.3%0.380%
7/23/2025RMG Wealth Management LLC300$27K0.0%N/A0.006%
7/17/2025Janney Montgomery Scott LLC5,465$484K0.0%-9.2%0.100%
7/8/2025Parallel 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%


IEO Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 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), RPg Family Wealth Advisory LLC ($3.11M), Risk Paradigm Group LLC ($3.11M), Carret Asset Management LLC ($1.80M), and Bearing Point Capital LLC ($1.33M).Learn more on iShares U.S. Oil & Gas Exploration & Production ETF's institutional investors.

Of the 23 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 ($50K), RPg Family Wealth Advisory LLC ($28.30K), Risk Paradigm Group LLC ($28.27K), Bearing Point Capital LLC ($14.89K), RiverFront Investment Group LLC ($9.37K), GAMMA Investing LLC ($6.46K), and Sunbelt Securities Inc. ($5.93K).

Institutional investors have bought a total of 90,115 shares in the last 24 months. This purchase volume represents approximately $9.35M in transactions.

The following institutional investors have sold iShares U.S. Oil & Gas Exploration & Production ETF stock in the last 24 months: Sunbelt Securities Inc. ($6.45K), Jones Financial Companies Lllp ($1.70K), Harbor Investment Advisory LLC ($750.00), Janney Montgomery Scott LLC ($505.00), and Carret Asset Management LLC ($440.00).

Institutional investors have sold a total of 9,845 shares in the last 24 months. This volume of shares sold represents approximately $925.24K in transactions.


Related Companies

Institutional ownership data for BATS:IEO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company
We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billi...
Banyan Hill Publishing | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel