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Disclosery

IEZ ISHARES TR

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US OIL EQ&SV ETF (fund)

93 managers (93 13F filers) reported a position in IEZ shares at 2026-06-30, 9,393,229 shares in all. 25 filers opened a position and 21 filers sold out during the quarter.

Managers
93
13F filers
93
New
25
Added
20
Reduced
32
Sold out
21
Shares held by filers
9,393,229

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Phoenix Financial Ltd.in group Phoenix Financial Ltd.4,991,000$134M0.92%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY825,002$22.2M<0.01%-185,11513F-HRTimelineGroup
LPL Financial LLC294,731$7.93M<0.01%+171,97413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN228,015$6.13M<0.01%-198,34213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/219,917$5.92M<0.01%-280,58913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA188,491$5.07M<0.01%-330,85713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP177,300$4.77M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC172,231$4.63M0.01%-2,72313F-HRTimeline
Van Cleef Asset Management,Inc171,126$4.6M0.47%-2,59513F-HRTimeline
Advisory Services Network, LLC161,479$4.34M0.05%-341,22113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.144,813$3.9M<0.01%new13F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO132,244$3.56M0.3%-5,93313F-HRTimeline
UBS Group AGin group UBS Group AG129,592$3.49M<0.01%-95,28213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…106,321$2.86M0.07%+90,06213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC100,939$2.72M<0.01%+74,33913F-HRTimelineGroup
Prospera Financial Services Inc91,070$2.45M0.04%-404,97613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC87,302$2.35M0.04%-35,79413F-HRTimeline
Tudor Financial Inc.77,051$2.07M0.93%-2,35913F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC51,939$1.4M0.02%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC50,901$1.37M0.02%-12,79913F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC50,390$1.36M0.82%-7413F-HRTimeline
HRT FINANCIAL LP49,524$1.33M<0.01%new13F-HRTimeline
Wealth Management Partners, LLC47,239$1.27M0.3%-5,07713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,426$1.25M<0.01%+7,08513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,383$1.19M<0.01%-17,31613F-HRTimelineGroup
Financial Sense Advisors, Inc.43,508$1.17M0.23%-1,21913F-HRTimeline
Brendel Financial Advisors LLC43,423$1.17M0.54%-1,68913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP41,853$1.13M<0.01%-7,84313F-HRTimelineGroup
FLOW TRADERS U.S. LLC40,587$1.09M0.04%new13F-HRTimeline
GTS SECURITIES LLC36,272$976K0.02%+24,88513F-HRTimeline
Main Street Financial Solutions, LLC34,647$932K0.06%-2,29213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,194$875K<0.01%+15,49113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC30,002$807K<0.01%-1,042,04213F-HRTimeline
NewEdge Advisors, LLC29,845$803K<0.01%013F-HRTimeline
Atria Investments, Inc26,947$725K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,807$721K<0.01%-149,84713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,517$579K<0.01%-64,92913F-HRTimelineGroup
Qube Research & Technologies Ltd20,422$549K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC18,916$509K<0.01%+11,36313F-HRTimeline
Waldron Private Wealth LLC18,660$502K0.02%013F-HRTimeline
Great Diamond Partners, LLC17,162$462K0.08%new13F-HRTimeline
&PARTNERS16,360$440K<0.01%+13813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,812$425K<0.01%-5013F-HR/ATimelineGroup
Avior Wealth Management, LLC14,817$399K0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,618$393K<0.01%-96,82513F-HRTimelineGroup
Global Wealth Management, LLC14,231$383K0.19%+3213F-HRTimeline
Collaborative Capital Advisors LLC14,079$379K0.24%13F-HRTimeline
Kesler, Norman & Wride, LLC13,690$368K0.06%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,319$358K<0.01%-26,41513F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL12,449$335K0.08%-2,44213F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC12,878$333K0.05%+11,51213F-HRTimelineGroup
PATTEN & PATTEN INC/TN11,570$311K0.02%-1,42013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,951$295K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,862$265K<0.01%-395,25313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,717$235K<0.01%+39413F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC8,669$233K0.02%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,541$230K0.01%new13F-HRTimeline
Kovack Advisors, Inc.8,734$228K0.01%-8,73413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,310$224K<0.01%-9913F-HRTimelineGroup
LPWM LLC7,903$213K0.05%013F-HRTimeline
Birchcreek Wealth Management, LLC7,688$207K0.08%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4,100$110K0.01%013F-HRTimeline
Global Retirement Partners, LLC3,219$86.6K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,190$85.8K<0.01%+113F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC3,131$84.2K<0.01%013F-HRTimeline
Allworth Financial LP2,309$62.1K<0.01%+27013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,300$61.9K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC2,243$60.3K<0.01%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,055$55.3K<0.01%013F-HRTimeline
Brentview Investment Management LLC2,000$53.8K0.02%013F-HRTimeline
Capital Advisor Network LLC1,988$53.5K0.07%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,796$48.3K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,576$42.4K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,445$38.9K<0.01%+25013F-HRTimelineGroup
Founders Financial Alliance, LLC1,098$29.5K<0.01%+213F-HRTimeline
Integrated Wealth Concepts LLC1,000$26.9K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…660$17.8K<0.01%+35013F-HRTimeline
Smartleaf Asset Management LLC371$10K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS367$9.9K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC363$9.76K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.352$9.47K<0.01%+32213F-HRTimeline
BLAIR WILLIAM & CO/IL323$8.69K<0.01%013F-HRTimeline
Clearstead Advisors, LLC320$8.62K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…293$7.88K<0.01%-20,70713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…217$5.84K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC200$5.38K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC166$4.46K<0.01%+113F-HRTimeline
AlphaCore Capital LLC149$4.01K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…148$3.98K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS137$3.69K<0.01%+8913F-HRTimelineGroup
AE Wealth Management LLC137$3.69K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.103$2.76K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …87$2.27K<0.01%013F-HRTimelineGroup