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

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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)
11
Total
Institutional Inflows
(last 12 months)
$8.38M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.99M
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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
4/19/2024 Red Tortoise LLC1,109$119K0.1%N/A0.014%
4/15/2024 Sunbelt 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%
12/11/2023 Sunbelt 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%
11/4/2023 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%
10/12/2023 Carret 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%
7/25/2023 Carret 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%
5/11/2023 Carret 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%
4/17/2023 Fifth Third Securities Inc.4,098$352K0.0%+54.1%0.037%
4/17/2023 Ayalon Insurance Comp Ltd.1,240$106K0.0%-12.1%0.011%
2/9/2023Sowell Financial Services LLC55,198$5.13M0.3%N/A0.000%
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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%
2/1/2023 Fifth 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%
1/24/2023 Saxon Interests Inc.13,257$1.22M0.7%-5.5%0.000%
1/18/2023 Well Done LLC46,904$4.36M0.9%+13.7%0.000%
1/12/2023Gill Capital Partners LLC6,378$592K0.3%-8.6%0.000%
1/10/2023 Carret Asset Management LLC26,566$2.47M0.3%-1.7%0.000%
1/9/2023 MinichMacGregor 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%
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%
11/8/2022 Vicus 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%
11/1/2022 Harbor 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%
10/19/2022 Saxon Interests Inc.14,031$1.32M0.8%+65.0%0.000%
10/19/2022Gill Capital Partners LLC6,979$581K0.3%-20.9%0.000%
10/19/2022 Ayalon 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%
10/14/2022 Well Done LLC41,251$3.44M0.8%+12.8%0.000%
10/11/2022 Carret Asset Management LLC27,015$2.25M0.3%-2.6%0.000%
10/6/2022 MinichMacGregor Wealth Management LLC27,608$2.30M0.9%-2.4%0.000%
10/4/2022 AdvisorNet Financial Inc9,975$831K0.1%+38.5%0.000%
8/12/2022United Capital Financial Advisers LLC3,068$239K0.0%-3.7%0.000%
8/10/2022 Vicus Capital25,001$1.95M0.2%-14.9%0.000%
8/5/2022OLD Mission Capital LLC7,646$595K0.0%N/A0.000%
8/4/2022 Carret Asset Management LLC27,740$2.16M0.3%-1.8%0.000%
8/3/2022Janney Montgomery Scott LLC8,026$625K0.0%-8.9%0.000%
8/1/2022Parallel Advisors LLC7,999$623K0.0%+84.1%0.000%
7/28/2022 Rise Advisors LLC344$27K0.0%-46.3%0.000%
7/25/2022 Saxon Interests Inc.8,505$662K0.4%N/A0.000%
7/21/2022Wedbush Securities Inc.3,316$258K0.0%N/A0.000%
7/18/2022 Well Done LLC36,571$2.85M0.6%+13.0%0.000%
7/18/2022 Harbor Investment Advisory LLC2,750$214K0.0%-21.4%0.000%
7/13/2022 MinichMacGregor Wealth Management LLC28,281$2.20M0.9%-2.9%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.13,633$1.06M0.0%+403.2%0.000%
7/7/2022 Raub Brock Capital Management LP5,000$389K0.1%N/A0.000%
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7/7/2022 AdvisorNet Financial Inc7,201$561K0.1%+77.7%0.000%
5/16/2022Poehling Capital Management INC.3,500$295K0.1%N/A0.000%
5/13/2022Beck Capital Management LLC9,964$840K0.3%N/A0.000%
5/11/2022Gill Capital Partners LLC8,825$744K0.3%-27.7%0.000%
5/11/2022Johnson Investment Counsel Inc.23,481$1.98M0.0%-1.7%0.000%
5/11/2022 Vicus Capital29,364$2.48M0.2%+8.2%0.000%
5/11/2022Tradition Wealth Management LLC700$59K0.0%N/A0.000%
5/11/2022Patriot Financial Group Insurance Agency LLC330$28K0.0%+83.3%0.000%
5/10/2022First Horizon Advisors Inc.2,720$229K0.0%-11.4%0.000%
5/9/2022Advisors Preferred LLC388$33K0.0%-31.7%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, 43 institutional investors and hedge funds held shares of iShares U.S. Oil & Gas Exploration & Production ETF. The most heavily invested institutionals were Riggs Asset Managment Co. Inc. ($6.55M), Sowell Financial Services LLC ($5.13M), BNP Paribas Financial Markets ($4.60M), Well Done LLC ($4.36M), Lindbrook Capital LLC ($4.15M), Carret Asset Management LLC ($2.47M), and MinichMacGregor Wealth Management LLC ($2.47M).Learn more on IEO's institutional investors.

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

Of the 35 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: Riggs Asset Managment Co. Inc. ($70.57K), Sowell Financial Services LLC ($55.20K), BNP Paribas Financial Markets ($49.33K), Cambridge Investment Research Advisors Inc. ($46.99K), Lindbrook Capital LLC ($44.67K), MinichMacGregor Wealth Management LLC ($29.13K), and Well Done LLC ($14.55K).

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

Institutional investors have bought a total of 426,930 shares in the last 24 months. This purchase volume represents approximately $37.93M in transactions.

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

Of the 22 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: Cambridge Investment Research Advisors Inc. ($26.92K), Parallel Advisors LLC ($8.62K), Gill Capital Partners LLC ($6.61K), Knuff & Co LLC ($5.24K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($4.96K), Vicus Capital ($4.36K), and Martin & Co. Inc. TN ($3.31K).

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

Institutional investors have sold a total of 78,429 shares in the last 24 months. This volume of shares sold represents approximately $6.96M in transactions.


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This page (BATS:IEO) was last updated on 4/25/2024 by MarketBeat.com Staff

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