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Disclosery

IEZ ISHARES TR

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US OIL EQ&SV ETF (fund)

68 managers (68 13F filers) reported a position in IEZ shares at 2024-12-31, 3,918,242 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
68
13F filers
68
New
13
Added
18
Reduced
21
Sold out
6
Shares held by filers
3,918,242

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,164,935$23.1M<0.01%+289,04613F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP272,675$5.4M0.01%+114,77313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN216,763$4.29M<0.01%+120,97313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/189,633$3.76M<0.01%-18,91113F-HRTimelineGroup
Van Cleef Asset Management,Inc177,206$3.51M0.38%+17013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC172,786$3.42M0.11%+53,83213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC172,573$3.42M<0.01%new13F-HRTimeline
AMICA MUTUAL INSURANCE CO161,594$3.2M0.33%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA140,690$2.79M<0.01%+4,00913F-HRTimelineGroup
UBS Group AGin group UBS Group AG127,925$2.53M<0.01%+16,84513F-HRTimelineGroup
Genesee Capital Advisors, LLC105,092$2.08M0.97%-66,39613F-HRTimeline
LPL Financial LLC89,250$1.77M<0.01%+3,53513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…86,844$1.72M<0.01%+75,03113F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC74,609$1.48M0.04%+27,07513F-HRTimeline
Prospera Financial Services Inc69,167$1.37M0.03%+6,83513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC54,407$1.08M0.77%-1,21913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,700$1M<0.01%-99,30013F-HRTimelineGroup
Steward Partners Investment Advisory, L…50,205$995K0.01%+50,10513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC47,087$933K<0.01%-52913F-HRTimelineGroup
Revisor Wealth Management LLC32,519$644K0.59%-5,99513F-HRTimeline
MML INVESTORS SERVICES, LLC32,317$640K<0.01%+14,04413F-HRTimeline
MEDICI CAPITAL LLC30,000$594K0.77%new13F-HRTimeline
Parallel Advisors, LLC28,353$562K0.01%+27,60313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,147$518K<0.01%-8213F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC25,390$503K0.03%new13F-HRTimeline
&PARTNERS23,954$489K0.01%new13F-HRTimeline
PATTEN & PATTEN INC/TN20,915$414K0.03%new13F-HRTimeline
St. Louis Financial Planners Asset Mana…20,174$400K0.29%new13F-HRTimeline
Kingsview Wealth Management, LLC19,431$385K0.01%-6,96713F-HRTimeline
Waldron Private Wealth LLC18,660$370K0.01%013F-HRTimeline
Amica Retiree Medical Trust17,707$351K0.33%-1,54213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,577$348K<0.01%13F-HR/ATimelineGroup
SeaCrest Wealth Management, LLC16,829$333K0.04%-25013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,764$273K<0.01%-32,54813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,638$250K<0.01%+3,83813F-HRTimelineGroup
Family Firm, Inc.12,495$248K0.06%new13F-HRTimeline
Intrua Financial, LLC12,381$245K0.04%-2,44813F-HRTimeline
Global Retirement Partners, LLC11,776$233K0.01%-43913F-HRTimeline
NTV Asset Management LLC11,063$219K0.03%+513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,352$205K<0.01%-1013F-HRTimelineGroup
Cresset Asset Management, LLC10,276$204K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,442$199K<0.01%-6,76413F-HRTimelineGroup
Allworth Financial LP7,257$156K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.7,757$152K0.01%-7,16213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,444$128K<0.01%-384,66913F-HR/ATimelineGroup
TOTH FINANCIAL ADVISORY CORP6,375$126K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,138$102K<0.01%013F-HRTimelineGroup
COMERICA BANK3,021$59.8K<0.01%new13F-HR/ATimeline
FMR LLCin group FMR LLC1,932$38.3K<0.01%-12613F-HRTimelineGroup
MAI Capital Management1,842$36.5K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,826$36.2K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,519$30.1K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,082$21.4K0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…870$17.2K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.424$8.67K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC312$6.19K<0.01%+113F-HRTimeline
New England Capital Financial Advisors …206$4.09K<0.01%013F-HRTimeline
NorthRock Partners, LLC180$3.57K<0.01%013F-HR/ATimeline
AE Wealth Management LLC174$3.45K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC161$3.2K<0.01%-95413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.144$2.85K<0.01%013F-HRTimeline
Truvestments Capital LLC110$2.18K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…57$1.13K<0.01%-34,47413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.50$991<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28$557<0.01%013F-HRTimelineGroup
Investors Research Corp28$555<0.01%013F-HRTimeline
Creekmur Asset Management LLC4$88<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.