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iShares U.S. Oil Equipment & Services ETF (IEZ) Institutional Ownership

iShares U.S. Oil Equipment & Services ETF logo
$19.02 +0.21 (+1.12%)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Oil Equipment & Services ETF (NYSEARCA:IEZ)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$3.28M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.12M
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IEZ Institutional Buying and Selling by Quarter

iShares U.S. Oil Equipment & Services ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Ameriprise Financial Inc.53,762$912K0.0%+25.7%0.867%
5/1/2025 Family Firm Inc.13,363$261K0.1%+6.9%0.177%
2/18/2025 Sunbelt Securities Inc.7,757$152K0.0%-48.0%0.064%
2/17/2025 BNP Paribas Financial Markets50,700$1.00M0.0%-66.2%0.417%
2/17/2025 Ameriprise Financial Inc.47,087$933K0.0%-1.1%0.388%
2/10/2025 Parallel Advisors LLC28,353$562K0.0%+3,680.4%0.233%
2/10/2025 Family Firm Inc.12,495$248K0.0%N/A0.103%
2/6/2025 Jones Financial Companies Lllp12,638$250K0.0%+43.6%0.104%
11/18/2024 Sunbelt Securities Inc.14,919$300K0.0%+202.7%0.123%
11/13/2024 BNP Paribas Financial Markets150,000$3.01M0.0%+199.7%1.235%
8/16/2024 Sunbelt Securities Inc.4,928$110K0.0%+44.6%0.041%
8/14/2024 Marshall Wace LLP12,261$273K0.0%N/A0.101%
8/1/2024 Waldron Private Wealth LLC18,660$416K0.0%-7.2%0.154%
7/26/2024 Bank of New York Mellon Corp11,112$247K0.0%-13.5%0.091%
7/24/2024 Family Firm Inc.4,546$101K0.0%N/A0.037%
5/6/2024 Leuthold Group LLC58,075$1.37M0.2%+5.3%0.478%
5/1/2024 Janney Montgomery Scott LLC20,257$479K0.0%-3.6%0.167%
4/15/2024 Sunbelt Securities Inc.3,407$81K0.0%+97.4%0.039%
2/12/2024 Parallel Advisors LLC25,046$549K0.0%-8.6%0.286%
2/8/2024 Janney Montgomery Scott LLC21,007$460K0.0%-54.8%0.240%
2/6/2024 Leuthold Group LLC55,146$1.21M0.2%+10.3%0.630%
2/1/2024 Vicus Capital122,234$2.68M0.3%+19.1%1.397%
1/30/2024 Waldron Private Wealth LLC20,114$440K0.0%-11.9%0.230%
11/8/2023 Janney Montgomery Scott LLC46,483$1.12M0.0%N/A0.531%
11/7/2023 Advisors Preferred LLC1,739$41K0.0%N/A0.020%
11/7/2023 Leuthold Group LLC50,011$1.20M0.2%N/A0.572%
10/26/2023 Waldron Private Wealth LLC22,825$550K0.0%-8.4%0.261%
10/26/2023Baystate Wealth Management LLC2,635$63K0.0%-17.8%0.030%
10/23/2023 Vicus Capital102,603$2.47M0.3%N/A1.173%
9/21/2023Baystate Wealth Management LLC3,206$65K0.0%-11.9%0.037%
8/4/2023 Parallel Advisors LLC18,532$373K0.0%-13.2%0.212%
5/2/2023 Waldron Private Wealth LLC24,925$481K0.0%-7.7%0.249%
4/26/2023 S. R. Schill & Associates20,854$403K0.2%+3.4%0.114%
4/13/2023 Financial Management Professionals Inc.101,863$1.97M0.4%N/A0.557%
2/9/2023 Sowell Financial Services LLC33,155$703K0.0%N/A0.186%
2/9/2023 Advisors Preferred LLC3,023$61K0.0%N/A0.017%
1/26/2023 S. R. Schill & Associates20,161$427K0.2%-44.8%0.113%
1/18/2023 Well Done LLC185,840$3.94M0.8%N/A1.056%
1/9/2023 MinichMacGregor Wealth Management LLC79,253$1.68M0.6%N/A0.480%
11/14/2022 Waldron Private Wealth LLC27,000$388K0.0%-18.4%0.244%
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10/26/2022 S. R. Schill & Associates36,498$526K0.3%+7.1%0.397%
10/4/2022 AdvisorNet Financial Inc12,673$182K0.0%+30.8%0.101%
8/31/2022 S. R. Schill & Associates34,092$544K0.3%N/A0.271%
8/13/2022 Flow Traders U.S. LLC49,059$783K0.0%N/A0.389%
8/5/2022 OLD Mission Capital LLC15,560$248K0.0%N/A0.123%
8/1/2022 Parallel Advisors LLC23,985$383K0.0%+14.1%0.187%
7/26/2022 Great Diamond Partners LLC13,592$217K0.1%N/A0.112%
7/18/2022 Well Done LLC175,063$2.80M0.6%+3.5%1.389%
7/7/2022 AdvisorNet Financial Inc9,692$155K0.0%N/A0.053%
5/11/2022 Vicus Capital119,680$2.31M0.2%+1.0%0.609%
5/4/2022 Waldron Private Wealth LLC33,102$638K0.0%N/A0.169%
4/28/2022 Parallel Advisors LLC21,029$410K0.0%N/A0.108%
4/26/2022 MinichMacGregor Wealth Management LLC109,289$2.11M0.7%N/A0.566%
4/20/2022 Well Done LLC169,117$3.26M0.7%N/A0.909%
2/10/2022 Vicus Capital118,448$1.88M0.2%N/A1.385%
2/2/2022 Sigma Planning Corp11,727$151K0.0%-6.1%0.143%
10/13/2021 Hollencrest Capital Management50,000$685K0.1%N/A0.680%
8/24/2021 Flow Traders U.S. LLC50,242$770K0.0%N/A0.674%
8/13/2021 Sigma Planning Corp13,328$204K0.0%+13.3%0.179%
8/12/2021 JPMorgan Chase & Co.11,790$181K0.0%+107.2%0.159%
8/5/2021 Sowell Financial Services LLC41,143$630K0.0%+78.9%0.508%
(Data available from 1/1/2016 forward)

IEZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEZ shares?

During the previous two years, 14 institutional investors and hedge funds held shares of iShares U.S. Oil Equipment & Services ETF. The most heavily invested institutionals were Vicus Capital ($2.68M), Leuthold Group LLC ($1.37M), BNP Paribas Financial Markets ($1.00M), Ameriprise Financial Inc. ($912K), Parallel Advisors LLC ($562K), Janney Montgomery Scott LLC ($479K), and Waldron Private Wealth LLC ($416K).Learn more on iShares U.S. Oil Equipment & Services ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Oil Equipment & Services ETF's stock?

Of the 11 institutional investors that purchased iShares U.S. Oil Equipment & Services ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vicus Capital ($122.23K), BNP Paribas Financial Markets ($99.94K), Leuthold Group LLC ($58.08K), Janney Montgomery Scott LLC ($46.48K), Parallel Advisors LLC ($27.60K), Family Firm Inc. ($17.91K), and Sunbelt Securities Inc. ($13.19K).

How much institutional buying is happening at iShares U.S. Oil Equipment & Services ETF?

Institutional investors have bought a total of 165,733 shares in the last 24 months. This purchase volume represents approximately $3.28M in transactions.

Which of iShares U.S. Oil Equipment & Services ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares U.S. Oil Equipment & Services ETF stock in the last 24 months: BNP Paribas Financial Markets ($99.30K), Sunbelt Securities Inc. ($7.16K), and Ameriprise Financial Inc. ($529.00).

How much institutional selling is happening at iShares U.S. Oil Equipment & Services ETF?

Institutional investors have sold a total of 106,991 shares in the last 24 months. This volume of shares sold represents approximately $2.12M in transactions.



This page (NYSEARCA:IEZ) was last updated on 8/28/2025 by MarketBeat.com Staff
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