S&P 500   5,123.41
DOW   37,983.24
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S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
Closing prices for crude oil, gold and other commodities
3 Key Stocks Helping to Drive the EV Race
You Can Follow BlackRock’s Market View for Your Money
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
Closing prices for crude oil, gold and other commodities
3 Key Stocks Helping to Drive the EV Race
You Can Follow BlackRock’s Market View for Your Money
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
Closing prices for crude oil, gold and other commodities
3 Key Stocks Helping to Drive the EV Race
You Can Follow BlackRock’s Market View for Your Money

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

$109.61
-1.44 (-1.30%)
(As of 04/12/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$84.13M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$13.00M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/12/2024Harbor Investment Advisory LLC2,050$219K0.0%-46.1%0.028%
2/15/2024Comerica Bank952$89K0.0%-13.1%0.013%
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%
11/15/2023JPMorgan Chase & Co.758,039$73.93M0.0%+5,441.2%10.456%
11/15/2023Ameriprise Financial Inc.108,811$10.63M0.0%+32.3%1.501%
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%
11/4/2023 NBC 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%
8/16/2023Sunbelt Securities Inc.3,295$280K0.0%+4.8%0.045%
8/11/2023JPMorgan Chase & Co.13,680$1.16M0.0%+18.0%0.189%
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%
5/22/2023Ameriprise Financial Inc.166,912$14.35M0.0%-31.2%1.999%
5/18/2023JPMorgan Chase & Co.11,598$996K0.0%-81.4%0.139%
5/17/2023Sunbelt Securities Inc.3,143$267K0.0%+11.7%0.038%
5/16/2023Atlas Capital Advisors LLC300$26K0.0%-42.3%0.004%
5/15/2023Flow Traders U.S. LLC3,949$339K0.0%N/A0.047%
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%
5/11/2023Cambridge Investment Research Advisors Inc.10,841$930K0.0%-8.5%0.130%
5/11/2023EverSource Wealth Advisors LLC3,600$309K0.0%-15.3%0.043%
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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%
2/16/2023United Capital Financial Advisers LLC3,816$354K0.0%+13.3%0.000%
2/15/2023Atlas Capital Advisors LLC520$48K0.0%N/A0.000%
2/15/2023Vicus Capital24,184$2.25M0.3%-11.0%0.000%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC1,825$169K0.0%-54.1%0.000%
2/13/2023Credit Suisse AG1,937$180K0.0%-9.0%0.000%
2/13/2023JPMorgan Chase & Co.62,499$5.80M0.0%+21.0%0.000%
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%
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%
12/8/2022Bank of New York Mellon Corp3,084$257K0.0%N/A0.000%
11/15/2022Bank of New York Mellon Corp3,084$257K0.0%N/A0.000%
11/14/2022United Capital Financial Advisers LLC3,368$280K0.0%+9.8%0.000%
11/10/2022Credit Suisse AG2,129$177K0.0%-52.0%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%
11/9/2022First Horizon Advisors Inc.2,439$204K0.0%-10.3%0.000%
11/9/2022Riggs Asset Managment Co. Inc.4,460$371K0.1%N/A0.000%
11/8/2022Vicus Capital27,168$2.26M0.3%+8.7%0.000%
11/7/2022Advisors Preferred LLC1,285$114K0.1%+43.1%0.000%
11/4/2022Knuff & Co LLC6,860$571K0.3%N/A0.000%
11/1/2022Harbor Investment Advisory LLC4,550$379K0.1%+65.5%0.000%
10/26/2022Martin & Co. Inc. TN24,527$2.04M0.6%+2.3%0.000%
10/26/2022Nelson Van Denburg & Campbell Wealth Management Group LLC3,975$331K0.0%-55.5%0.000%
10/19/2022Saxon Interests Inc.14,031$1.32M0.8%+65.0%0.000%
10/19/2022Gill Capital Partners LLC6,979$581K0.3%-20.9%0.000%
10/19/2022Ayalon Insurance Comp Ltd.1,410$119K0.1%-17.5%0.000%
10/18/2022Wedbush Securities Inc.3,493$291K0.0%+5.3%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.38,231$3.18M0.0%+180.4%0.000%
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10/14/2022Well Done LLC41,251$3.44M0.8%+12.8%0.000%
10/11/2022Carret Asset Management LLC27,015$2.25M0.3%-2.6%0.000%
10/6/2022MinichMacGregor Wealth Management LLC27,608$2.30M0.9%-2.4%0.000%
10/4/2022AdvisorNet Financial Inc9,975$831K0.1%+38.5%0.000%
8/12/2022Credit Suisse AG4,439$346K0.0%-64.0%0.000%
8/12/2022United Capital Financial Advisers LLC3,068$239K0.0%-3.7%0.000%
8/11/2022JPMorgan Chase & Co.35,724$2.78M0.0%-8.2%0.000%
8/10/2022Vicus Capital25,001$1.95M0.2%-14.9%0.000%
8/5/2022OLD Mission Capital LLC7,646$595K0.0%N/A0.000%
8/4/2022Carret Asset Management LLC27,740$2.16M0.3%-1.8%0.000%
(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, 50 institutional investors and hedge funds held shares of iShares U.S. Oil & Gas Exploration & Production ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($73.93M), Ameriprise Financial Inc. ($10.63M), Riggs Asset Managment Co. Inc. ($6.55M), Sowell Financial Services LLC ($5.13M), BNP Paribas Financial Markets ($4.60M), Well Done LLC ($4.36M), and Lindbrook Capital LLC ($4.15M).Learn more on IEO's institutional investors.

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

Of the 41 institutional investors that purchased iShares U.S. Oil & Gas Exploration & Production ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($780.61K), Riggs Asset Managment Co. Inc. ($70.57K), Sowell Financial Services LLC ($55.20K), Cambridge Investment Research Advisors Inc. ($49.70K), BNP Paribas Financial Markets ($49.33K), Well Done LLC ($46.90K), and Lindbrook Capital LLC ($44.67K).

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

Institutional investors have bought a total of 1,315,050 shares in the last 24 months. This purchase volume represents approximately $123.08M in transactions.

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

Of the 26 institutional investors that sold iShares U.S. Oil & Gas Exploration & Production ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($75.55K), JPMorgan Chase & Co. ($54.09K), Cambridge Investment Research Advisors Inc. ($27.94K), Credit Suisse AG ($10.40K), Parallel Advisors LLC ($8.62K), Vicus Capital ($7.35K), and Nelson Van Denburg & Campbell Wealth Management Group LLC ($7.11K).

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

Institutional investors have sold a total of 225,225 shares in the last 24 months. This volume of shares sold represents approximately $19.50M in transactions.


This page (BATS:IEO) was last updated on 4/12/2024 by MarketBeat.com Staff

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