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Ishares U.S. Oil Equipment & (IEZ)

CUSIP: 464288844 | NYSE | 476 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC171,341
0.0% of portfolio›$4.5M
Van Cleef Asset Management,Inc166,923
0.4% of portfolio›$4.4M
Prospera Financial Services Inc85,214
0.0% of portfolio›$2.4M
Independent Financial Group, LLC75,661
0.0% of portfolio›$2.0M
Cottonwood Capital Advisors, LLC50,304
0.8% of portfolio›$1.3M
Wealth Management Partners, LLC46,122
0.3% of portfolio›$1.2M
Kestra Private Wealth Services, LLC44,488
0.0% of portfolio›$1.2M
Truist Financial Corp41,573
0.0% of portfolio›$1.1M
Apollon Wealth Management, LLC31,232
0.0% of portfolio›$828.3K
Waldron Private Wealth LLC18,660
0.0% of portfolio›$494.9K
Great Diamond Partners, LLC17,197
0.1% of portfolio›$456.1K
Global Wealth Management, LLC14,268
0.2% of portfolio›$378.4K
Patten & Patten Inc11,500
0.0% of portfolio›$305.0K
Allspring Global Investments Holdings, LLC9,132
0.0% of portfolio›$244.2K
Lpwm LLC7,587
0.0% of portfolio›$201.2K
Parallel Advisors, LLC5,202
0.0% of portfolio›$138.0K
Toth Financial Advisory Corp4,100
0.0% of portfolio›$108.7K
CX Institutional375
0.0% of portfolio›$10
Cedar Mountain Advisors, LLC166
0.0% of portfolio›$4.4K
AlphaCore Capital LLC149
0.0% of portfolio›$4.0K
Brown, Lisle Ings, Inc.144
0.0% of portfolio›$3.8K
Cape Investment Advisory, Inc.103
0.0% of portfolio›$2.7K
Clayton Financial Group LLC45
0.0% of portfolio›$1.2K
Simplex Trading, LLC45
0.0% of portfolio›$1.2K
Lanark Financial, Inc.30
0.0% of portfolio›$803
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
171,341$4.5M0.0%ETFLowWaltham, MA2026-11-02
Van Cleef Asset Management,Inc
166,923$4.4M0.4%CoreVery LowBeachwood, OH2026-10-20
Prospera Financial Services Inc
85,214$2.4M0.0%CoreMediumDallas, TX2026-11-04
Independent Financial Group, LLC
75,661$2.0M0.0%GrowthLowSan Diego, CA2026-10-13
Cottonwood Capital Advisors, LLC
50,304$1.3M0.8%ETFVery LowSalt Lake City, UT2026-10-20
Wealth Management Partners, LLC
46,122$1.2M0.3%Agg GrowthLowTucson, AZ2026-10-21
Kestra Private Wealth Services, LLC
44,488$1.2M0.0%GrowthLowAustin, TX2026-10-30
Truist Financial Corp
41,573$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Apollon Wealth Management, LLC
31,232$828.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Waldron Private Wealth LLC
18,660$494.9K0.0%ETFVery LowBridgeville, PA2026-11-02
Great Diamond Partners, LLC
17,197$456.1K0.1%CoreMediumPortland, ME2026-10-13
Global Wealth Management, LLC
14,268$378.4K0.2%ETFLowKingston, NJ2026-10-15
Patten & Patten Inc
11,500$305.0K0.0%CoreLowChattanooga, TN2026-10-26
Allspring Global Investments Holdings, LLC
9,132$244.2K0.0%CoreMediumCharlotte, NC2026-11-04
Lpwm LLC
7,587$201.2K0.0%ETFMediumMinneapolis, MN2026-10-20
Parallel Advisors, LLC
5,202$138.0K0.0%IndexLowSan Francisco, CA2026-11-03
Toth Financial Advisory Corp
4,100$108.7K0.0%CoreLowLeesburg, VA2026-10-08
CX Institutional
375$100.0%CoreMediumAuburn, IN2026-10-02
Cedar Mountain Advisors, LLC
166$4.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
AlphaCore Capital LLC
149$4.0K0.0%ETFLowLa Jolla, CA2026-11-04
Brown, Lisle Ings, Inc.
144$3.8K0.0%CoreVery LowProvidence, RI2026-10-16
Cape Investment Advisory, Inc.
103$2.7K0.0%ETFLowMcdonough, GA2026-10-13
Clayton Financial Group LLC
45$1.2K0.0%ETFLowSt. Louis, MO2026-10-13
Simplex Trading, LLC
45$1.2K0.0%CoreVery HighChicago, IL2026-11-04
Lanark Financial, Inc.
30$8030.0%CoreMediumBirmingham, AL2026-10-26