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

iShares U.S. Oil & Gas Exploration & Production ETF logo
$144.92 -0.04 (-0.02%)
As of 01:07 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)
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
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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
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%
4/24/2026Harbor 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%
1/23/2026Steph & 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%
10/27/2025Harbor Investment Advisory LLC1,300$120K0.0%-16.1%0.024%
10/27/2025Gill 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%
7/1/2025Harbor 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

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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 Executive Order That Quietly Changed What Your Dollar Means (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

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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, 29 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.
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