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

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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)
$5.42M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$839.58K
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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
4/15/2024 Sunbelt 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%
2/1/2024 Vicus 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%
10/23/2023 Vicus Capital102,603$2.47M0.3%N/A1.173%
9/21/2023Baystate Wealth Management LLC3,206$65K0.0%-11.9%0.037%
8/4/2023Parallel Advisors LLC18,532$373K0.0%-13.2%0.212%
5/2/2023Waldron Private Wealth LLC24,925$481K0.0%-7.7%0.249%
4/26/2023 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%
2/9/2023Sowell Financial Services LLC33,155$703K0.0%N/A0.186%
2/9/2023Advisors 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%
11/14/2022Waldron Private Wealth LLC27,000$388K0.0%-18.4%0.244%
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%
8/13/2022Flow 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%
7/18/2022 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%
5/4/2022Waldron Private Wealth LLC33,102$638K0.0%N/A0.169%
4/28/2022Parallel 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%
2/2/2022Sigma Planning Corp11,727$151K0.0%-6.1%0.143%
10/13/2021Hollencrest Capital Management50,000$685K0.1%N/A0.680%
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8/24/2021Flow Traders U.S. LLC50,242$770K0.0%N/A0.674%
8/13/2021Sigma Planning Corp13,328$204K0.0%+13.3%0.179%
8/12/2021JPMorgan Chase & Co.11,790$181K0.0%+107.2%0.159%
8/5/2021Sowell Financial Services LLC41,143$630K0.0%+78.9%0.508%
5/17/2021Ameriprise Financial Inc.288,686$3.87M0.0%N/A3.039%
5/12/2021 Cadent Capital Advisors LLC278,288$3.73M1.7%N/A2.783%
5/7/2021Sowell Financial Services LLC23,000$333K0.0%N/A0.219%
5/6/2021Sigma Planning Corp11,759$158K0.0%N/A0.112%
5/5/2021Interchange Capital Partners LLC10,484$140K0.1%N/A0.099%
5/4/2021 Vicus Capital86,203$1.16M0.1%N/A0.813%
4/29/2021 Well Done LLC108,864$1.46M0.3%N/A0.582%
4/27/2021 MinichMacGregor Wealth Management LLC336,984$4.52M1.7%N/A1.212%
4/27/2021Capital Financial Planning LLC35,363$474K0.2%N/A0.127%
4/6/2021Carroll Financial Associates Inc.46,152$618K0.0%N/A0.167%
2/19/2021JPMorgan Chase & Co.5,690$64K0.0%-59.0%0.048%
2/2/2021 Grimes & Company Inc.94,063$1.06M0.1%N/A0.771%
11/25/2020Front Barnett Associates LLC72,153$520K0.1%-21.9%1.069%
8/26/2020 AdvisorNet Financial Inc3,212$28K0.0%N/A0.023%
8/13/2020Marshall Wace LLP19,922$172K0.0%N/A0.140%
8/6/2020Steward Partners Investment Advisory LLC25,654$221K0.0%N/A0.180%
8/5/2020 MinichMacGregor Wealth Management LLC403,926$3.48M1.9%N/A2.835%
8/3/2020 Vicus Capital94,267$812K0.1%N/A0.662%
7/20/2020 Well Done LLC66,485$572K0.2%N/A0.460%
7/9/2020Carroll Financial Associates Inc.44,566$383K0.0%N/A0.314%
5/14/2020Front Barnett Associates LLC92,628$550K0.1%+7.1%0.517%
(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, 17 institutional investors and hedge funds held shares of iShares U.S. Oil Equipment & Services ETF. The most heavily invested institutionals were Well Done LLC ($3.94M), Vicus Capital ($2.68M), Financial Management Professionals Inc. ($1.97M), MinichMacGregor Wealth Management LLC ($1.68M), Leuthold Group LLC ($1.21M), Flow Traders U.S. LLC ($783K), and Sowell Financial Services LLC ($703K).Learn more on IEZ's institutional investors.

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

Of the 16 institutional investors that purchased iShares U.S. Oil Equipment & Services ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Well Done LLC ($191.79K), MinichMacGregor Wealth Management LLC ($188.54K), Vicus Capital ($123.47K), Financial Management Professionals Inc. ($101.86K), Leuthold Group LLC ($55.15K), Flow Traders U.S. LLC ($49.06K), and Janney Montgomery Scott LLC ($46.48K).

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

Institutional investors have bought a total of 932,046 shares in the last 24 months. This purchase volume represents approximately $19.12M in transactions.

Which iShares U.S. Oil Equipment & Services ETF 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: Janney Montgomery Scott LLC ($25.48K), S. R. Schill & Associates ($16.34K), Waldron Private Wealth LLC ($12.99K), Parallel Advisors LLC ($5.19K), and Baystate Wealth Management LLC ($1.00K).

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

Institutional investors have sold a total of 60,996 shares in the last 24 months. This volume of shares sold represents approximately $1.27M in transactions.


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This page (NYSEARCA:IEZ) was last updated on 4/26/2024 by MarketBeat.com Staff

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