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

iShares U.S. Oil Equipment & Services ETF logo
$31.74 -0.17 (-0.53%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Oil Equipment & Services ETF (NYSEARCA:IEZ)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$2.68M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$245.36K
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IEZ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Advisors Preferred LLC1,366$40K0.0%N/A0.008%
2/27/2026 Strategic Investment Solutions Inc. IL1,681$35K0.0%N/A0.021%
2/20/2026Sunbelt Securities Inc.2,337$49K0.0%-56.5%0.030%
2/10/2026BNP Paribas Financial Markets199,000$4.15M0.0%+34.7%2.519%
11/19/2025Sunbelt Securities Inc.5,372$104K0.0%-30.7%0.087%
11/17/2025Ameriprise Financial Inc.76,684$1.48M0.0%+42.6%1.237%
11/13/2025BNP Paribas Financial Markets147,700$2.85M0.0%+46.7%2.382%
11/4/2025Jones Financial Companies Lllp8,504$169K0.0%-45.3%0.137%
8/15/2025Ameriprise Financial Inc.53,762$912K0.0%+25.7%0.867%
5/1/2025Family Firm Inc.13,363$261K0.1%+6.9%0.177%
2/18/2025Sunbelt Securities Inc.7,757$152K0.0%-48.0%0.064%
2/17/2025BNP Paribas Financial Markets50,700$1.00M0.0%-66.2%0.417%
2/17/2025Ameriprise Financial Inc.47,087$933K0.0%-1.1%0.388%
2/10/2025Parallel Advisors LLC28,353$562K0.0%+3,680.4%0.233%
2/10/2025Family Firm Inc.12,495$248K0.0%N/A0.103%
2/6/2025Jones Financial Companies Lllp12,638$250K0.0%+43.6%0.104%
11/18/2024Sunbelt Securities Inc.14,919$300K0.0%+202.7%0.123%
11/13/2024BNP Paribas Financial Markets150,000$3.01M0.0%+199.7%1.235%
8/16/2024Sunbelt Securities Inc.4,928$110K0.0%+44.6%0.041%
8/14/2024Marshall Wace LLP12,261$273K0.0%N/A0.101%
8/1/2024Waldron Private Wealth LLC18,660$416K0.0%-7.2%0.154%
7/26/2024Bank of New York Mellon Corp11,112$247K0.0%-13.5%0.091%
7/24/2024Family Firm Inc.4,546$101K0.0%N/A0.037%
5/6/2024Leuthold Group LLC58,075$1.37M0.2%+5.3%0.478%
5/1/2024Janney Montgomery Scott LLC20,257$479K0.0%-3.6%0.167%
4/15/2024Sunbelt Securities Inc.3,407$81K0.0%+97.4%0.039%
2/12/2024Parallel Advisors LLC25,046$549K0.0%-8.6%0.286%
2/8/2024Janney Montgomery Scott LLC21,007$460K0.0%-54.8%0.240%
2/6/2024Leuthold Group LLC55,146$1.21M0.2%+10.3%0.630%
2/1/2024Vicus Capital122,234$2.68M0.3%+19.1%1.397%
1/30/2024Waldron Private Wealth LLC20,114$440K0.0%-11.9%0.230%
11/8/2023Janney Montgomery Scott LLC46,483$1.12M0.0%N/A0.531%
11/7/2023Advisors Preferred LLC1,739$41K0.0%N/A0.020%
11/7/2023Leuthold Group LLC50,011$1.20M0.2%N/A0.572%
10/26/2023Waldron Private Wealth LLC22,825$550K0.0%-8.4%0.261%
10/26/2023Baystate Wealth Management LLC2,635$63K0.0%-17.8%0.030%
10/23/2023Vicus Capital102,603$2.47M0.3%N/A1.173%
9/21/2023Baystate Wealth Management LLC3,206$65K0.0%-11.9%0.037%
8/4/2023Parallel Advisors LLC18,532$373K0.0%-13.2%0.212%
5/2/2023Waldron Private Wealth LLC24,925$481K0.0%-7.7%0.249%
4/26/2023S. R. Schill & Associates20,854$403K0.2%+3.4%0.114%
4/13/2023Financial Management Professionals Inc.101,863$1.97M0.4%N/A0.557%
2/9/2023Sowell Financial Services LLC33,155$703K0.0%N/A0.186%
2/9/2023Advisors Preferred LLC3,023$61K0.0%N/A0.017%
1/26/2023S. R. Schill & Associates20,161$427K0.2%-44.8%0.113%
1/18/2023Well Done LLC185,840$3.94M0.8%N/A1.056%
1/9/2023MinichMacGregor Wealth Management LLC79,253$1.68M0.6%N/A0.480%
11/14/2022Waldron Private Wealth LLC27,000$388K0.0%-18.4%0.244%
10/26/2022S. R. Schill & Associates36,498$526K0.3%+7.1%0.397%
10/4/2022AdvisorNet Financial Inc12,673$182K0.0%+30.8%0.101%
8/31/2022S. R. Schill & Associates34,092$544K0.3%N/A0.271%
8/13/2022Flow Traders U.S. LLC49,059$783K0.0%N/A0.389%
8/5/2022OLD Mission Capital LLC15,560$248K0.0%N/A0.123%
8/1/2022Parallel Advisors LLC23,985$383K0.0%+14.1%0.187%
7/26/2022Great Diamond Partners LLC13,592$217K0.1%N/A0.112%
7/18/2022Well Done LLC175,063$2.80M0.6%+3.5%1.389%
7/7/2022AdvisorNet Financial Inc9,692$155K0.0%N/A0.053%
5/11/2022Vicus Capital119,680$2.31M0.2%+1.0%0.609%
5/4/2022Waldron Private Wealth LLC33,102$638K0.0%N/A0.169%
4/28/2022Parallel Advisors LLC21,029$410K0.0%N/A0.108%
4/26/2022MinichMacGregor Wealth Management LLC109,289$2.11M0.7%N/A0.566%
4/20/2022Well Done LLC169,117$3.26M0.7%N/A0.909%
2/10/2022Vicus Capital118,448$1.88M0.2%N/A1.385%


IEZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEZ shares?

During the previous two years, 12 institutional investors and hedge funds held shares of iShares U.S. Oil Equipment & Services ETF. The most heavily invested institutionals were BNP Paribas Financial Markets ($4.15M), Ameriprise Financial Inc. ($1.48M), Leuthold Group LLC ($1.37M), Parallel Advisors LLC ($562K), Waldron Private Wealth LLC ($416K), Marshall Wace LLP ($273K), and Family Firm Inc. ($261K).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 10 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: BNP Paribas Financial Markets ($198.24K), Ameriprise Financial Inc. ($33.92K), Parallel Advisors LLC ($27.60K), Family Firm Inc. ($17.91K), Marshall Wace LLP ($12.26K), Sunbelt Securities Inc. ($11.51K), and Jones Financial Companies Lllp ($3.84K).

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

Institutional investors have bought a total of 135,263 shares in the last 24 months. This purchase volume represents approximately $2.68M 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: Jones Financial Companies Lllp ($7.05K), and Sunbelt Securities Inc. ($5.42K).

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

Institutional investors have sold a total of 12,471 shares in the last 24 months. This volume of shares sold represents approximately $245.36K in transactions.


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This page (NYSEARCA:IEZ) was last updated on 5/5/2026 by MarketBeat.com Staff.
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