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Disclosery

IEZ ISHARES TR

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US OIL EQ&SV ETF (fund)

77 managers (77 13F filers) reported a position in IEZ shares at 2025-03-31, 3,811,827 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
77
13F filers
77
New
15
Added
23
Reduced
25
Sold out
5
Shares held by filers
3,811,827

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY926,755$18.1M<0.01%-238,18013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP313,106$6.11M0.01%+40,43113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN230,207$4.49M<0.01%+13,44413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC186,287$3.63M0.12%+13,50113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/184,937$3.61M<0.01%-4,69613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC184,547$3.6M0.01%+11,97413F-HRTimeline
Van Cleef Asset Management,Inc175,712$3.43M0.39%-1,49413F-HRTimeline
AMICA MUTUAL INSURANCE CO161,594$3.15M0.35%013F-HRTimeline
LPL Financial LLC110,396$2.15M<0.01%+21,14613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,875$2.01M<0.01%-37,81513F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,700$1.96M<0.01%+50,00013F-HRTimelineGroup
Genesee Capital Advisors, LLC100,578$1.96M0.98%-4,51413F-HRTimeline
Steward Partners Investment Advisory, L…99,986$1.95M0.02%+49,78113F-HRTimeline
SeaCrest Wealth Management, LLC81,462$1.59M0.18%+64,63313F-HRTimeline
Prospera Financial Services Inc73,668$1.44M0.03%+4,50113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC53,842$1.05M0.77%-56513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,983$994K<0.01%-35,86113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,768$834K<0.01%-4,31913F-HRTimelineGroup
UBS Group AGin group UBS Group AG42,226$823K<0.01%-85,69913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,783$795K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,065$703K<0.01%+18,48813F-HRTimelineGroup
PATTEN & PATTEN INC/TN33,445$652K0.04%+12,53013F-HRTimeline
MEDICI CAPITAL LLC30,000$585K0.71%013F-HRTimeline
&PARTNERS27,718$537K0.01%+3,76413F-HRTimeline
Main Street Financial Solutions, LLC27,121$529K0.05%new13F-HRTimeline
GTS SECURITIES LLC26,851$524K0.02%new13F-HRTimeline
Revisor Wealth Management LLC26,055$508K0.23%-6,46413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,977$507K<0.01%-17013F-HR/ATimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC25,834$504K0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,340$472K<0.01%+11,70213F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,976$448K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,395$398K<0.01%new13F-HRTimelineGroup
Waldron Private Wealth LLC18,660$364K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC17,067$333K<0.01%-15,25013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,573$304K<0.01%+1,80913F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd14,404$281K0.01%new13F-HRTimelineGroup
Amica Retiree Medical Trust14,293$279K0.43%-3,41413F-HRTimeline
Family Firm, Inc.13,363$261K0.06%+86813F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,841$250K0.02%-12,54913F-HRTimeline
Intrua Financial, LLC12,381$241K0.04%013F-HRTimeline
Kingsview Wealth Management, LLC11,456$223K<0.01%-7,97513F-HRTimeline
Qube Research & Technologies Ltd10,394$203K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC10,324$201K<0.01%+4813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,050$196K<0.01%-12,39213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,832$172K<0.01%-1,52013F-HRTimelineGroup
Sunbelt Securities, Inc.7,785$152K0.01%+2813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,635$149K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,338$143K<0.01%+89413F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP6,375$124K0.01%013F-HRTimeline
Allworth Financial LP5,382$87.1K<0.01%-1,87513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,203$78.5K<0.01%+3,14613F-HRTimelineGroup
FMR LLCin group FMR LLC1,859$36.3K<0.01%-7313F-HRTimelineGroup
MAI Capital Management1,841$35.9K<0.01%-113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,826$35.6K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,519$29.6K<0.01%013F-HRTimeline
COMERICA BANK1,150$22.4K<0.01%-1,87113F-HRTimeline
Founders Financial Alliance, LLC1,085$21.2K0.01%+313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…870$17K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC800$15.6K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC703$13.7K<0.01%new13F-HRTimeline
Parallel Advisors, LLC600$11.7K<0.01%-27,75313F-HRTimeline
CWM, LLCin group CWM, LLC468$9K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC314$6.12K<0.01%+213F-HRTimeline
New England Capital Financial Advisors …207$4.04K<0.01%+113F-HRTimeline
NorthRock Partners, LLC180$3.51K<0.01%013F-HRTimeline
AE Wealth Management LLC169$3.3K<0.01%-513F-HRTimeline
Cedar Mountain Advisors, LLC162$3.16K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.144$2.81K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.142$2.1K<0.01%-28213F-HRTimelineGroup
Cape Investment Advisory, Inc.100$1.96K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.50$975<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28$550<0.01%013F-HRTimelineGroup
Investors Research Corp28$546<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL23$449<0.01%new13F-HRTimeline
Creekmur Asset Management LLC2$48<0.01%-213F-HRTimeline
SIMPLEX TRADING, LLC12$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.