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

iShares U.S. Oil & Gas Exploration & Production ETF logo
$92.98 -4.08 (-4.20%)
Closing price 07/11/2025 03:58 PM Eastern
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$93.00 +0.02 (+0.02%)
As of 07/11/2025 04:10 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)
12
Total
Institutional Inflows
(last 12 months)
$3.68M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.98M
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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
7/8/2025 Parallel Advisors LLC380$34K0.0%-54.7%0.007%
7/1/2025 Harbor Investment Advisory LLC1,550$137K0.0%-24.4%0.028%
5/29/2025 Nova 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%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,752$166K0.0%-14.6%0.029%
4/9/2025 NBC 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%
1/14/2025 Thurston 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%
10/15/2024 NBC 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%
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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%
4/12/2024 Harbor Investment Advisory LLC2,050$219K0.0%-46.1%0.028%
2/12/2024Tradition Wealth Management LLC1,407$131K0.0%+16.7%0.019%
2/12/2024 Parallel 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%
11/4/2023 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%
8/8/2023Winch Advisory Services LLC833$71K0.0%-18.5%0.011%
8/8/2023Knuff & Co LLC2,542$216K0.1%-59.6%0.035%
8/4/2023 Parallel 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%
4/25/2023 Parallel 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%
2/6/2023 Parallel 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%
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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%
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%
(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, 31 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), Wedbush Securities Inc. ($745K), Tradewinds LLC. ($649K), and GAMMA Investing LLC ($617K).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 20 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), Sunbelt Securities Inc. ($8.50K), Janney Montgomery Scott LLC ($7.25K), GAMMA Investing LLC ($6.46K), PVG Asset Management Corp ($4.91K), and Jones Financial Companies Lllp ($3.71K).

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

Institutional investors have bought a total of 38,967 shares in the last 24 months. This purchase volume represents approximately $3.68M in transactions.

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

Of the 15 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 44,172 shares in the last 24 months. This volume of shares sold represents approximately $3.98M in transactions.



This page (BATS:IEO) was last updated on 7/12/2025 by MarketBeat.com Staff
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