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

$102.59
+2.27 (+2.26%)
(As of 05/31/2024 ET)

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)
$8.85M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.73M
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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
5/17/2024 Comerica Bank318$34K0.0%-66.6%0.004%
5/6/2024 Gill Capital Partners LLC4,445$464K0.2%-20.7%0.053%
5/2/2024 Hollencrest Capital Management611$65K0.0%+22.2%0.007%
5/1/2024 Janney Montgomery Scott LLC13,165$1.41M0.0%-5.9%0.158%
5/1/2024 BNP Paribas Financial Markets932$100K0.0%-98.1%0.011%
4/25/2024 Cambridge Investment Research Advisors Inc.27,457$2.94M0.0%+26.1%0.337%
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%
2/12/2024 Tradition Wealth Management LLC1,407$131K0.0%+16.7%0.019%
2/12/2024 Parallel Advisors LLC1,768$165K0.0%-24.9%0.024%
2/9/2024 Cambridge Investment Research Advisors Inc.21,779$2.03M0.0%-2.4%0.300%
2/9/2024 EverSource Wealth Advisors LLC1,393$130K0.0%-53.6%0.019%
2/8/2024 Janney Montgomery Scott LLC13,986$1.30M0.0%+107.6%0.193%
2/7/2024 BNP Paribas Financial Markets49,333$4.60M0.0%N/A0.680%
1/18/2024 Winch Advisory Services LLC553$52K0.0%-27.9%0.008%
1/8/2024 Gill Capital Partners LLC5,602$522K0.2%-2.7%0.077%
1/2/2024 Anchor Investment Management LLC404$38K0.0%N/A0.006%
12/11/2023 Sunbelt Securities Inc.6,464$630K0.1%+96.2%0.089%
11/9/2023 Knuff & Co LLC1,567$153K0.1%-38.4%0.022%
11/8/2023 Janney Montgomery Scott LLC6,736$657K0.0%-14.4%0.093%
11/4/2023 NBC Securities Inc.989$96K0.0%N/A0.014%
11/4/2023 EverSource Wealth Advisors LLC3,004$293K0.0%-11.8%0.041%
10/27/2023 First Horizon Advisors Inc.2,262$221K0.0%-6.1%0.031%
10/24/2023 Cambridge 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%
8/8/2023 Winch Advisory Services LLC833$71K0.0%-18.5%0.011%
8/8/2023 Knuff & Co LLC2,542$216K0.1%-59.6%0.035%
8/4/2023 Parallel Advisors LLC1,461$124K0.0%-28.9%0.020%
8/4/2023 EverSource 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%
7/10/2023 SG Americas Securities LLC9,900$841K0.0%N/A0.121%
5/12/2023 Tradition Wealth Management LLC826$71K0.0%+37.7%0.010%
5/11/2023 Carret Asset Management LLC26,416$2.27M0.3%-0.6%0.316%
5/11/2023 EverSource Wealth Advisors LLC3,600$309K0.0%-15.3%0.043%
5/9/2023 Wedbush Securities Inc.6,300$541K0.0%+30.9%0.075%
5/9/2023 Knuff & Co LLC6,294$540K0.2%-7.6%0.075%
4/28/2023 Janney Montgomery Scott LLC7,789$668K0.0%-2.7%0.093%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
4/26/2023 Gill 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%
4/17/2023 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%
2/9/2023 Sowell Financial Services LLC55,198$5.13M0.3%N/A0.000%
2/9/2023 EverSource Wealth Advisors LLC4,250$395K0.1%N/A0.000%
2/9/2023 Advisors Preferred LLC474$42K0.0%-63.1%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.11,853$1.10M0.0%-69.0%0.000%
2/7/2023 Hollencrest Capital Management500$46K0.0%N/A0.000%
2/6/2023 Parallel Advisors LLC8,213$763K0.0%-13.5%0.000%
2/3/2023 Tradition Wealth Management LLC600$56K0.0%-25.0%0.000%
2/1/2023 Fifth Third Securities Inc.2,660$247K0.0%N/A0.000%
1/31/2023 Wedbush Securities Inc.4,813$447K0.0%+37.8%0.000%
1/30/2023 Riggs Asset Managment Co. Inc.70,565$6.55M2.7%+1,482.2%0.000%
1/26/2023 Winch Advisory Services LLC1,104$103K0.0%-16.0%0.000%
1/25/2023 Lindbrook 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%
1/12/2023 Gill 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%
11/14/2022 United Capital Financial Advisers LLC3,368$280K0.0%+9.8%0.000%
11/9/2022 Edge Capital Group LLC2,452$204K0.0%N/A0.000%
11/9/2022 Wells Financial Advisors INC600$50K0.0%N/A0.000%
11/9/2022 First Horizon Advisors Inc.2,439$204K0.0%-10.3%0.000%
11/9/2022 Riggs Asset Managment Co. Inc.4,460$371K0.1%N/A0.000%
11/8/2022 Vicus Capital27,168$2.26M0.3%+8.7%0.000%
11/7/2022 Advisors Preferred LLC1,285$114K0.1%+43.1%0.000%
11/4/2022 Knuff & Co LLC6,860$571K0.3%N/A0.000%
11/1/2022 Harbor Investment Advisory LLC4,550$379K0.1%+65.5%0.000%
10/26/2022 Martin & Co. Inc. TN24,527$2.04M0.6%+2.3%0.000%
10/26/2022 Nelson 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%
10/19/2022 Gill 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%
10/18/2022 Wedbush Securities Inc.3,493$291K0.0%+5.3%0.000%
10/17/2022 Cambridge 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%
8/12/2022 United Capital Financial Advisers LLC3,068$239K0.0%-3.7%0.000%
8/10/2022 Vicus Capital25,001$1.95M0.2%-14.9%0.000%
8/5/2022 OLD Mission Capital LLC7,646$595K0.0%N/A0.000%
8/4/2022 Carret Asset Management LLC27,740$2.16M0.3%-1.8%0.000%
8/3/2022 Janney Montgomery Scott LLC8,026$625K0.0%-8.9%0.000%
8/1/2022 Parallel 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%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
7/21/2022 Wedbush 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%
7/13/2022 Cambridge 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%
7/7/2022 AdvisorNet Financial Inc7,201$561K0.1%+77.7%0.000%
5/16/2022 Poehling Capital Management INC.3,500$295K0.1%N/A0.000%
5/13/2022 Beck Capital Management LLC9,964$840K0.3%N/A0.000%
5/11/2022 Gill Capital Partners LLC8,825$744K0.3%-27.7%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, 40 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), Well Done LLC ($4.36M), Lindbrook Capital LLC ($4.15M), Cambridge Investment Research Advisors Inc. ($2.94M), 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 31 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), Cambridge Investment Research Advisors Inc. ($52.67K), BNP Paribas Financial Markets ($49.33K), Lindbrook Capital LLC ($44.67K), Well Done LLC ($14.55K), and Saxon Interests Inc. ($14.03K).

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

Institutional investors have bought a total of 381,774 shares in the last 24 months. This purchase volume represents approximately $34.26M 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: BNP Paribas Financial Markets ($48.40K), Cambridge Investment Research Advisors Inc. ($26.92K), Parallel Advisors LLC ($8.62K), Knuff & Co LLC ($5.24K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($4.96K), Gill Capital Partners LLC ($4.38K), and Vicus Capital ($4.36K).

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

Institutional investors have sold a total of 121,818 shares in the last 24 months. This volume of shares sold represents approximately $11.77M in transactions.


This page (BATS:IEO) was last updated on 6/1/2024 by MarketBeat.com Staff

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