Who Owns iShares U.S. Oil Equipment & Services ETF (IEZ)?Hedge Fund & Institutional Holders

$26.56-0.11 (-0.40%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.000400036783e+130T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$14.77$18.34$21.91$25.47$29.04Sep 24Jun 25Mar 26

IEZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Van Cleef Asset Management,IncNew Position+176K+$3.7M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+180K+$3.0M
LITTLEJOHN FINANCIAL SERVICES, INC.New Position+68K+$1.4M
COTTONWOOD CAPITAL ADVISORS, LLCNew Position+51K+$1.1M
FSA WEALTH PARTNERS, INC.New Position+39K+$821K
NWAM LLCNew Position+30K+$760K
TRUIST FINANCIAL CORPNew Position+26K+$536K
Sanctuary Advisors, LLCNew Position+27K+$509K
Waldron Private Wealth LLCNew Position+19K+$389K
PATTEN & PATTEN INC/TNNew Position+14K+$292K
Corient Private Wealth LLCNew Position+10K+$209K
Brentview Investment Management LLCNew Position+1K+$20K
CWM, LLCNew Position+468+$10K
FLAGSHIP HARBOR ADVISORS, LLCNew Position+500+$10K
Cedar Mountain Advisors, LLCNew Position+165+$3K

IEZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
STIFEL FINANCIAL CORPDecreased-33K-$2.9B
LPL Financial LLCDecreased-18K-$2.0B
BROWN ADVISORY INCClosed Position-87K-$1.7B
Prospera Financial Services IncDecreased-930-$1.6B
AMERIPRISE FINANCIAL INCDecreased-1K-$1.5B
Steward Partners Investment Advisory, LLCDecreased-599-$1.4B
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-6K-$1.4B
UBS Group AGDecreased-33K-$1.2B
NORTHERN TRUST CORPClosed Position-28K-$546.4M
&PARTNERSDecreased-985-$385.3M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-10K-$194.7M
OSAIC HOLDINGS, INC.Decreased-3K-$125.2M
Sunbelt Securities, Inc.Decreased-3K-$103.6M
Allworth Financial LPDecreased-670-$68.3M
FMR LLCDecreased-608-$34.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY460,473$9.0M0.00%Share
2BNP PARIBAS FINANCIAL MARKETS199,000$4.0M0.00%Share
3Van Cleef Asset Management,Inc176,249$3.7M0.37%Share
4COMMONWEALTH EQUITY SERVICES, LLC179,650$3.0M0.00%Share
5AMICA MUTUAL INSURANCE CO138,177$2.9M0.25%Share
6STIFEL FINANCIAL CORP115,956$2.0M0.00%Share
7BANK OF AMERICA CORP /DE/102,524$2.0M0.00%Share
8LITTLEJOHN FINANCIAL SERVICES, INC.68,026$1.4M1.05%Share
9KESTRA PRIVATE WEALTH SERVICES, LLC66,394$1.4M0.02%Share
10COTTONWOOD CAPITAL ADVISORS, LLC50,988$1.1M0.76%Share
11ROYAL BANK OF CANADA55,895$1.0M0.00%Share
12GTS SECURITIES LLC64,750$1.0M0.03%Share
13RAYMOND JAMES FINANCIAL INC66,637$1.0M0.00%Share
14Prospera Financial Services Inc82,268$1.0M0.02%Share
15AMERIPRISE FINANCIAL INC75,340$1.0M0.00%Share
16Steward Partners Investment Advisory, LLC73,919$1.0M0.01%Share
17BANK OF AMERICA CORP /DE/88,492$1.0M0.00%Share
18JPMORGAN CHASE & CO49,758$1.0M0.00%Share
19LPL Financial LLC86,726$1.0M0.00%Share
20FSA WEALTH PARTNERS, INC.36,613$764K0.27%Share
21NWAM LLC29,934$760K0.04%Share
22Main Street Financial Solutions, LLC36,348$758K0.06%Share
23UBS Group AG27,697$578K0.00%Share
24TRUIST FINANCIAL CORP24,241$505K0.00%Share
25Waldron Private Wealth LLC18,660$389K0.02%Share
26PATTEN & PATTEN INC/TN14,020$292K0.02%Share
27Sanctuary Advisors, LLC15,329$260K0.00%Share
28Sanctuary Advisors, LLC11,953$249K0.00%Share
29Corient Private Wealth LLC10,050$209K0.00%Share
30TOTH FINANCIAL ADVISORY CORP4,100$85K0.01%Share
31HARBOUR INVESTMENTS, INC.2,871$59K0.00%Share
32Allworth Financial LP2,874$59K0.00%Share
33FSA WEALTH PARTNERS, INC.2,765$57K0.02%Share
34Sunbelt Securities, Inc.2,337$48K0.00%Share
35US BANCORP \DE\1,576$32K0.00%Share
36TRUIST FINANCIAL CORP1,525$31K0.00%Share
37Founders Financial Alliance, LLC1,094$22K0.00%Share
38Brentview Investment Management LLC1,000$20K0.01%Share
39GROUP ONE TRADING LLC732$15K0.00%Share
40NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO298$12K0.00%Share
41CWM, LLC468$10K0.00%Share
42FLAGSHIP HARBOR ADVISORS, LLC500$10K0.00%Share
43BROWN, LISLE/CUMMINGS, INC.144$3K0.00%Share
44Cedar Mountain Advisors, LLC165$3K0.00%Share
45AE Wealth Management LLC137$2K0.00%Share
46Allspring Global Investments Holdings, LLC87$1K0.00%Share
47Smartleaf Asset Management LLC0$00.00%Share
48NBC SECURITIES, INC.30$00.00%Share
49Investors Research Corp28$00.00%Share
50Beacon Pointe Advisors, LLC12,978$00.00%Share

IEZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202569$44.7M+23
Q3 202546$35.1B-12
Q2 202558$29.0B-17
Q1 202575$65.6B+14
Q4 202461$2.5T+14
Q3 202447$39.6T-13
Q2 202460$62.0T-4
Q1 202464$106.1T—

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As of Q4 2025, 50 institutional investors hold IEZ (iShares U.S. Oil Equipment & Services ETF). The largest holder is MORGAN STANLEY with $9.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IEZ?

As of Q4 2025, 50 institutional investors report holding IEZ (iShares U.S. Oil Equipment & Services ETF) in their 13F filings.

Who is the largest institutional holder of IEZ?

The largest institutional holder of IEZ is MORGAN STANLEY with $9.0M in shares.

Is institutional ownership of IEZ increasing or decreasing?

This quarter, 15 institutions opened new positions in IEZ and 2 closed their positions.