ISHARES U.S. OIL EQUIPMENT & IEZ
$25.86
-0.7% 52w: $16.53 – $32.45
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data16.5324.4932.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
89
+18 QoQ
13F value
$271.3M
+353.9% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
3.4×
$1.7M calls / $498K puts
Institutional value by quarter
Number of holders
Who owns IEZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.1M | $31.0M | 0.1% | +4776.9% |
| MORGAN STANLEY | Bank broker | 1.0M | $29.2M | 0.0% | +119.4% |
| MinichMacGregor Wealth Management, LLC | Wealth advisor | 686.4K | $19.9M | 3.5% | New |
| ROYAL BANK OF CANADA | Bank broker | 519.3K | $15.0M | 0.0% | +792.5% |
| Advisory Services Network, LLC | Diversified mechanical | 502.7K | $14.6M | 0.2% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 500.5K | $14.5M | 0.0% | +162.0% |
| Prospera Financial Services Inc | Diversified mechanical | 496.0K | $14.4M | 0.2% | +503.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 426.4K | $12.3M | 0.0% | +1381.0% |
| Equitable Holdings, Inc. | Wealth advisor | 408.8K | $11.8M | 0.1% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 405.1K | $11.7M | 0.0% | +12300.2% |
| Well Done, LLC | Wealth advisor | 271.7K | $7.9M | 1.2% | New |
| UBS Group AG | Bank broker | 224.9K | $6.5M | 0.0% | +711.9% |
| Monument Capital Management | Other | 196.9K | $5.7M | 1.4% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 176.7K | $5.1M | 0.0% | +52.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 175.0K | $5.1M | 0.0% | -2.6% |
| Van Cleef Asset Management,Inc ★2 | Fundamental diversified | 173.7K | $5.0M | 0.5% | -1.4% |
| AMICA MUTUAL INSURANCE CO | Other | 138.2K | $4.0M | 0.3% | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 123.1K | $3.6M | 0.1% | +3.2% |
| LPL Financial LLC | Bank broker | 122.8K | $3.6M | 0.0% | +41.5% |
| VestGen Advisors, LLC | Wealth advisor | 110.1K | $3.5M | 0.1% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 111.4K | $3.2M | 0.0% | +47.9% |
| HighTower Advisors, LLC | Diversified mechanical | 108.4K | $3.1M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 86.4K | $2.5M | 0.0% | +17.9% |
| Tudor Financial Inc. | Wealth advisor | 79.4K | $2.3M | 1.2% | New |
| MARSHALL WACE, LLP | Quant stat arb | 75.9K | $2.2M | 0.0% | New |
| LITTLEJOHN FINANCIAL SERVICES, INC. | Wealth advisor | 67.6K | $2.0M | 1.5% | -0.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 63.7K | $1.8M | 0.0% | -4.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 61.7K | $1.8M | 0.0% | +29.2% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | Wealth advisor | 60.1K | $1.7M | 0.6% | New |
| Wagner Wealth Management, Corp | Wealth advisor | 57.8K | $1.7M | 1.5% | New |
| Wealth Management Partners, LLC | Wealth advisor | 52.3K | $1.5M | 0.4% | New |
| COTTONWOOD CAPITAL ADVISORS, LLC | Wealth advisor | 50.5K | $1.5M | 1.0% | -1.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 49.7K | $1.4M | 0.0% | +92.9% |
| Brendel Financial Advisors LLC | Other | 45.1K | $1.3M | 0.6% | New |
| Financial Sense Advisors, Inc. | Other | 44.7K | $1.3M | 0.3% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 39.7K | $1.2M | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 39.3K | $1.1M | 0.0% | -4.1% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 36.3K | $1.0M | 0.1% | New |
| Mariner, LLC | Diversified mechanical | 32.1K | $929K | 0.0% | New |
| MUIRFIELD WEALTH ADVISORS LLC | Wealth advisor | 31.5K | $912K | 0.7% | New |
| DAVENPORT & Co LLC | Diversified mechanical | 30.6K | $886K | 0.0% | New |
| Amundi | Diversified mechanical | 30.2K | $875K | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 29.8K | $864K | 0.0% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 26.6K | $770K | 0.0% | +2.4% |
| Cetera Investment Advisers | Wealth advisor | 26.2K | $760K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 21.0K | $608K | 0.0% | -71.6% |
| Waldron Private Wealth LLC | Wealth advisor | 18.7K | $540K | 0.0% | Held |
| Cadent Capital Advisors, LLC | Wealth advisor | 17.4K | $502K | 0.1% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 16.7K | $498K | 0.0% | +184.9% |
| Kovack Advisors, Inc. | Other | 17.5K | $496K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.