Ishares U.S. Oil Equipment & (IEZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

DECREASED

Shares171,341 from 172,231

Change-890 (-1%)

Value$4.5M (-$89.0K)

Filed 2026-11-02

Van Cleef Asset Management,Inc

DECREASED

Shares166,923 from 171,126

Change-4,203 (-2%)

Value$4.4M (-$176.5K)

Filed 2026-10-20

Prospera Financial Services Inc

DECREASED

Shares85,214 from 91,070

Change-5,856 (-6%)

Value$2.4M (-$35.6K)

Filed 2026-11-04

Independent Financial Group, LLC

DECREASED

Shares75,661 from 87,302

Change-11,641 (-13%)

Value$2.0M (-$341.9K)

Filed 2026-10-13

Cottonwood Capital Advisors, LLC

DECREASED

Shares50,304 from 50,390

Change-86 (0%)

Value$1.3M (-$21.4K)

Filed 2026-10-20

Wealth Management Partners, LLC

DECREASED

Shares46,122 from 47,239

Change-1,117 (-2%)

Value$1.2M (-$47.6K)

Filed 2026-10-21

Kestra Private Wealth Services, LLC

DECREASED

Shares44,488 from 50,901

Change-6,413 (-13%)

Value$1.2M (-$189.4K)

Filed 2026-10-30

Truist Financial Corp

DECREASED

Shares41,573 from 41,853

Change-280 (-1%)

Value$1.1M (-$23.3K)

Filed 2026-10-30

Apollon Wealth Management, LLC

DECREASED

Shares31,232 from 51,939

Change-20,707 (-40%)

Value$828.3K (-$568.9K)

Filed 2026-10-23

Waldron Private Wealth LLC

UNCHANGED

Shares18,660 from 18,660

Change0 (0%)

Value$494.9K (-$7.1K)

Filed 2026-11-02

Great Diamond Partners, LLC

INCREASED

Shares17,197 from 17,162

Change+35 (+0%)

Value$456.1K (-$5.6K)

Filed 2026-10-13

Global Wealth Management, LLC

INCREASED

Shares14,268 from 14,231

Change+37 (+0%)

Value$378.4K (-$4.5K)

Filed 2026-10-15

Patten & Patten Inc

DECREASED

Shares11,500 from 11,570

Change-70 (-1%)

Value$305.0K (-$6.3K)

Filed 2026-10-26

Allspring Global Investments Holdings, LLC

INCREASED

Shares9,132 from 87

Change+9,045 (+10397%)

Value$244.2K (+$241.9K)

Filed 2026-11-04

Lpwm LLC

DECREASED

Shares7,587 from 7,903

Change-316 (-4%)

Value$201.2K (-$11.4K)

Filed 2026-10-20

Parallel Advisors, LLC

INCREASED

Shares5,202 from 2,243

Change+2,959 (+132%)

Value$138.0K (+$77.6K)

Filed 2026-11-03

Toth Financial Advisory Corp

UNCHANGED

Shares4,100 from 4,100

Change0 (0%)

Value$108.7K (-$1.6K)

Filed 2026-10-08

Fifth Third Bancorp

INCREASED

Shares1,738 from 217

Change+1,521 (+701%)

Value$46.1K (+$40.2K)

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares1,576 from 1,576

Change0 (0%)

Value$41.8K (-$598)

Filed 2026-11-05

CX Institutional

NEW

Shares375

Change+375

Value$10

Filed 2026-10-02

Cedar Mountain Advisors, LLC

UNCHANGED

Shares166 from 166

Change0 (0%)

Value$4.4K (-$48)

Filed 2026-10-15

AlphaCore Capital LLC

UNCHANGED

Shares149 from 149

Change0 (0%)

Value$4.0K (-$57)

Filed 2026-11-04

Brown, Lisle Ings, Inc.

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$3.8K (-$55)

Filed 2026-10-16

Cape Investment Advisory, Inc.

UNCHANGED

Shares103 from 103

Change0 (0%)

Value$2.7K (-$29)

Filed 2026-10-13

Clayton Financial Group LLC

NEW

Shares45

Change+45

Value$1.2K

Filed 2026-10-13

Simplex Trading, LLC

DECREASED

Shares45 from 363

Change-318 (-88%)

Value$1.2K (-$8.6K)

Filed 2026-11-04

Lanark Financial, Inc.

DECREASED

Shares30 from 352

Change-322 (-91%)

Value$803 (-$8.7K)

Filed 2026-10-26

Atria Investments, Inc

CLOSED

Shares0 from 26,947

Change-26,947 (-100%)

Value$0 (-$724.9K)

Filed 2026-10-15

Avior Wealth Management, LLC

CLOSED

Shares0 from 14,817

Change-14,817 (-100%)

Value$0 (-$398.6K)

Filed 2026-10-13

Citigroup Inc

CLOSED

Shares0 from 1,796

Change-1,796 (-100%)

Value$0 (-$48.3K)

Filed 2026-11-04

Phoenix Financial Ltd.

N/A

Shares— from 4,991,000

Change-4,991,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 825,002

Change-825,002 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 294,731

Change-294,731 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 228,015

Change-228,015 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 219,917

Change-219,917 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 188,491

Change-188,491 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 177,300

Change-177,300 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 161,479

Change-161,479 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 144,813

Change-144,813 (-100%)

Value—

Amica Mutual Insurance Co

N/A

Shares— from 132,244

Change-132,244 (-100%)

Value—

UBS Group AG

N/A

Shares— from 129,592

Change-129,592 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 106,321

Change-106,321 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 100,939

Change-100,939 (-100%)

Value—

Tudor Financial Inc.

N/A

Shares— from 77,051

Change-77,051 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 49,524

Change-49,524 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 46,426

Change-46,426 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 44,383

Change-44,383 (-100%)

Value—

Financial Sense Advisors, Inc.

N/A

Shares— from 43,508

Change-43,508 (-100%)

Value—

Brendel Financial Advisors LLC

N/A

Shares— from 43,423

Change-43,423 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 40,587

Change-40,587 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 36,272

Change-36,272 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 34,647

Change-34,647 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 32,194

Change-32,194 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 30,002

Change-30,002 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 29,845

Change-29,845 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 26,807

Change-26,807 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 21,517

Change-21,517 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 20,422

Change-20,422 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 18,916

Change-18,916 (-100%)

Value—

&partners

N/A

Shares— from 16,360

Change-16,360 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 14,618

Change-14,618 (-100%)

Value—

Collaborative Capital Advisors LLC

N/A

Shares— from 14,079

Change-14,079 (-100%)

Value—

Kesler, Norman & Wride, LLC

N/A

Shares— from 13,690

Change-13,690 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,319

Change-13,319 (-100%)

Value—

Advisors Preferred, LLC

N/A

Shares— from 12,878

Change-12,878 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 12,449

Change-12,449 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,951

Change-10,951 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,862

Change-9,862 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 8,734

Change-8,734 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 8,717

Change-8,717 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 8,669

Change-8,669 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 8,541

Change-8,541 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8,310

Change-8,310 (-100%)

Value—

Birchcreek Wealth Management, LLC

N/A

Shares— from 7,688

Change-7,688 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,219

Change-3,219 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,190

Change-3,190 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 3,131

Change-3,131 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 2,309

Change-2,309 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Lowe Brockenbrough & Co Inc

N/A

Shares— from 2,055

Change-2,055 (-100%)

Value—

Brentview Investment Management LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Capital Advisor Network LLC

N/A

Shares— from 1,988

Change-1,988 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,445

Change-1,445 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 1,098

Change-1,098 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 660

Change-660 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 371

Change-371 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 367

Change-367 (-100%)

Value—

Blair William & Co

N/A

Shares— from 323

Change-323 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 320

Change-320 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 293

Change-293 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 148

Change-148 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 137

Change-137 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 137

Change-137 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	171,341	172,231	-890	-1%	$4.6M	$4.5M	-$89.0K	2026-11-02
Van Cleef Asset Management,Inc	DECREASED	166,923	171,126	-4,203	-2%	$4.6M	$4.4M	-$176.5K	2026-10-20
Prospera Financial Services Inc	DECREASED	85,214	91,070	-5,856	-6%	$2.5M	$2.4M	-$35.6K	2026-11-04
Independent Financial Group, LLC	DECREASED	75,661	87,302	-11,641	-13%	$2.3M	$2.0M	-$341.9K	2026-10-13
Cottonwood Capital Advisors, LLC	DECREASED	50,304	50,390	-86	0%	$1.4M	$1.3M	-$21.4K	2026-10-20
Wealth Management Partners, LLC	DECREASED	46,122	47,239	-1,117	-2%	$1.3M	$1.2M	-$47.6K	2026-10-21
Kestra Private Wealth Services, LLC	DECREASED	44,488	50,901	-6,413	-13%	$1.4M	$1.2M	-$189.4K	2026-10-30
Truist Financial Corp	DECREASED	41,573	41,853	-280	-1%	$1.1M	$1.1M	-$23.3K	2026-10-30
Apollon Wealth Management, LLC	DECREASED	31,232	51,939	-20,707	-40%	$1.4M	$828.3K	-$568.9K	2026-10-23
Waldron Private Wealth LLC	UNCHANGED	18,660	18,660	0	0%	$502.0K	$494.9K	-$7.1K	2026-11-02
Great Diamond Partners, LLC	INCREASED	17,197	17,162	+35	+0%	$461.7K	$456.1K	-$5.6K	2026-10-13
Global Wealth Management, LLC	INCREASED	14,268	14,231	+37	+0%	$382.8K	$378.4K	-$4.5K	2026-10-15
Patten & Patten Inc	DECREASED	11,500	11,570	-70	-1%	$311.2K	$305.0K	-$6.3K	2026-10-26
Allspring Global Investments Holdings, LLC	INCREASED	9,132	87	+9,045	+10397%	$2.3K	$244.2K	+$241.9K	2026-11-04
Lpwm LLC	DECREASED	7,587	7,903	-316	-4%	$212.6K	$201.2K	-$11.4K	2026-10-20
Parallel Advisors, LLC	INCREASED	5,202	2,243	+2,959	+132%	$60.3K	$138.0K	+$77.6K	2026-11-03
Toth Financial Advisory Corp	UNCHANGED	4,100	4,100	0	0%	$110.3K	$108.7K	-$1.6K	2026-10-08
Fifth Third Bancorp	INCREASED	1,738	217	+1,521	+701%	$5.8K	$46.1K	+$40.2K	2026-11-05
US Bancorp \de\	UNCHANGED	1,576	1,576	0	0%	$42.4K	$41.8K	-$598	2026-11-05
CX Institutional	NEW	375	—	+375	—	—	$10	—	2026-10-02
Cedar Mountain Advisors, LLC	UNCHANGED	166	166	0	0%	$4.5K	$4.4K	-$48	2026-10-15
AlphaCore Capital LLC	UNCHANGED	149	149	0	0%	$4.0K	$4.0K	-$57	2026-11-04
Brown, Lisle Ings, Inc.	UNCHANGED	144	144	0	0%	$3.9K	$3.8K	-$55	2026-10-16
Cape Investment Advisory, Inc.	UNCHANGED	103	103	0	0%	$2.8K	$2.7K	-$29	2026-10-13
Clayton Financial Group LLC	NEW	45	—	+45	—	—	$1.2K	—	2026-10-13
Simplex Trading, LLC	DECREASED	45	363	-318	-88%	$9.8K	$1.2K	-$8.6K	2026-11-04
Lanark Financial, Inc.	DECREASED	30	352	-322	-91%	$9.5K	$803	-$8.7K	2026-10-26
Atria Investments, Inc	CLOSED	0	26,947	-26,947	-100%	$724.9K	$0	-$724.9K	2026-10-15
Avior Wealth Management, LLC	CLOSED	0	14,817	-14,817	-100%	$398.6K	$0	-$398.6K	2026-10-13
Citigroup Inc	CLOSED	0	1,796	-1,796	-100%	$48.3K	$0	-$48.3K	2026-11-04
Phoenix Financial Ltd.	N/A	—	4,991,000	-4,991,000	-100%	$134.3M	—	—	—
Morgan Stanley	N/A	—	825,002	-825,002	-100%	$22.2M	—	—	—
LPL Financial LLC	N/A	—	294,731	-294,731	-100%	$7.9M	—	—	—
Wells Fargo & Company	N/A	—	228,015	-228,015	-100%	$6.1M	—	—	—
Bank of America Corp	N/A	—	219,917	-219,917	-100%	$5.9M	—	—	—
Royal Bank of Canada	N/A	—	188,491	-188,491	-100%	$5.1M	—	—	—
Two Sigma Investments, LP	N/A	—	177,300	-177,300	-100%	$4.8M	—	—	—
Advisory Services Network, LLC	N/A	—	161,479	-161,479	-100%	$4.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	144,813	-144,813	-100%	$3.9M	—	—	—
Amica Mutual Insurance Co	N/A	—	132,244	-132,244	-100%	$3.6M	—	—	—
UBS Group AG	N/A	—	129,592	-129,592	-100%	$3.5M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	106,321	-106,321	-100%	$2.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	100,939	-100,939	-100%	$2.7M	—	—	—
Tudor Financial Inc.	N/A	—	77,051	-77,051	-100%	$2.1M	—	—	—
HRT Financial LP	N/A	—	49,524	-49,524	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	46,426	-46,426	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	44,383	-44,383	-100%	$1.2M	—	—	—
Financial Sense Advisors, Inc.	N/A	—	43,508	-43,508	-100%	$1.2M	—	—	—
Brendel Financial Advisors LLC	N/A	—	43,423	-43,423	-100%	$1.2M	—	—	—
Flow Traders U.S. LLC	N/A	—	40,587	-40,587	-100%	$1.1M	—	—	—
GTS Securities LLC	N/A	—	36,272	-36,272	-100%	$975.7K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	34,647	-34,647	-100%	$932.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	32,194	-32,194	-100%	$875.0K	—	—	—
MML Investors Services, LLC	N/A	—	30,002	-30,002	-100%	$807.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	29,845	-29,845	-100%	$802.8K	—	—	—
Stifel Financial Corp	N/A	—	26,807	-26,807	-100%	$721.0K	—	—	—
Raymond James Financial Inc	N/A	—	21,517	-21,517	-100%	$578.8K	—	—	—
Qube Research & Technologies Ltd	N/A	—	20,422	-20,422	-100%	$549.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	18,916	-18,916	-100%	$508.8K	—	—	—
&partners	N/A	—	16,360	-16,360	-100%	$440.1K	—	—	—
Ameriprise Financial Inc	N/A	—	14,618	-14,618	-100%	$393.3K	—	—	—
Collaborative Capital Advisors LLC	N/A	—	14,079	-14,079	-100%	$378.7K	—	—	—
Kesler, Norman & Wride, LLC	N/A	—	13,690	-13,690	-100%	$368.3K	—	—	—
Citadel Advisors LLC	N/A	—	13,319	-13,319	-100%	$358.3K	—	—	—
Advisors Preferred, LLC	N/A	—	12,878	-12,878	-100%	$333.0K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	12,449	-12,449	-100%	$334.9K	—	—	—
XTX Topco Ltd	N/A	—	10,951	-10,951	-100%	$294.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,862	-9,862	-100%	$265.3K	—	—	—
Kovack Advisors, Inc.	N/A	—	8,734	-8,734	-100%	$227.6K	—	—	—
JPMorgan Chase & Co	N/A	—	8,717	-8,717	-100%	$235.2K	—	—	—
Two Sigma Securities, LLC	N/A	—	8,669	-8,669	-100%	$233.2K	—	—	—
Money Concepts Capital Corp	N/A	—	8,541	-8,541	-100%	$229.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8,310	-8,310	-100%	$223.5K	—	—	—
Birchcreek Wealth Management, LLC	N/A	—	7,688	-7,688	-100%	$206.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,219	-3,219	-100%	$86.6K	—	—	—
Harbour Investments, Inc.	N/A	—	3,190	-3,190	-100%	$85.8K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	3,131	-3,131	-100%	$84.2K	—	—	—
Allworth Financial LP	N/A	—	2,309	-2,309	-100%	$62.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,300	-2,300	-100%	$61.9K	—	—	—
Lowe Brockenbrough & Co Inc	N/A	—	2,055	-2,055	-100%	$55.3K	—	—	—
Brentview Investment Management LLC	N/A	—	2,000	-2,000	-100%	$53.8K	—	—	—
Capital Advisor Network LLC	N/A	—	1,988	-1,988	-100%	$53.5K	—	—	—
FMR LLC	N/A	—	1,445	-1,445	-100%	$38.9K	—	—	—
Founders Financial Alliance, LLC	N/A	—	1,098	-1,098	-100%	$29.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	660	-660	-100%	$17.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	371	-371	-100%	$10.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	367	-367	-100%	$9.9K	—	—	—
Blair William & Co	N/A	—	323	-323	-100%	$8.7K	—	—	—
Clearstead Advisors, LLC	N/A	—	320	-320	-100%	$8.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	293	-293	-100%	$7.9K	—	—	—
IFG Advisory, LLC	N/A	—	200	-200	-100%	$5.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	148	-148	-100%	$4.0K	—	—	—
AE Wealth Management LLC	N/A	—	137	-137	-100%	$3.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	137	-137	-100%	$3.7K	—	—	—

Showing 94 of 94 institutions