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Disclosery

IEZ ISHARES TR

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US OIL EQ&SV ETF (fund)

64 managers (64 13F filers) reported a position in IEZ shares at 2025-06-30, 3,016,662 shares in all. 1 filer opened a position and 15 filers sold out during the quarter.

Managers
64
13F filers
64
New
1
Added
23
Reduced
25
Sold out
15
Shares held by filers
3,016,662

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY650,424$11M<0.01%-276,33113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/203,837$3.46M<0.01%+18,90013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC184,813$3.14M<0.01%+26613F-HRTimeline
Van Cleef Asset Management,Inc163,074$2.77M0.3%-12,63813F-HRTimeline
AMICA MUTUAL INSURANCE CO138,177$2.35M0.23%-23,41713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC137,305$2.33M0.06%-48,98213F-HRTimeline
LPL Financial LLC111,029$1.88M<0.01%+63313F-HRTimeline
Genesee Capital Advisors, LLC108,428$1.84M0.82%+7,85013F-HRTimeline
UBS Group AGin group UBS Group AG107,846$1.83M<0.01%+65,62013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,700$1.71M<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC89,125$1.51M<0.01%+63,14813F-HRTimelineGroup
Prospera Financial Services Inc79,775$1.35M0.03%+6,10713F-HRTimeline
Steward Partners Investment Advisory, L…78,567$1.33M0.01%-21,41913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,494$1.33M<0.01%-234,61213F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC76,089$1.29M0.02%+50,25513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,468$1.01M<0.01%+43,89513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC55,229$937K<0.01%+14,44613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC53,762$912K<0.01%+10,99413F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC53,487$908K0.61%-35513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,615$859K<0.01%-52,26013F-HR/ATimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd46,359$787K0.01%+31,95513F-HRTimelineGroup
Main Street Financial Solutions, LLC38,421$652K0.05%+11,30013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,457$619K<0.01%+13,48113F-HRTimelineGroup
PATTEN & PATTEN INC/TN31,720$538K0.03%-1,72513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,545$501K<0.01%-6,52013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,889$473K<0.01%-202,31813F-HRTimelineGroup
&PARTNERS22,140$376K<0.01%-5,57813F-HRTimeline
GTS SECURITIES LLC21,935$372K0.02%-4,91613F-HRTimeline
Waldron Private Wealth LLC18,660$317K0.01%013F-HRTimeline
Revisor Wealth Management LLC16,970$309K0.11%-9,08513F-HRTimeline
MML INVESTORS SERVICES, LLC17,707$300K<0.01%+64013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,555$265K<0.01%-8,78513F-HRTimelineGroup
Sanctuary Advisors, LLC15,329$260K<0.01%new13F-HRTimeline
Amica Retiree Medical Trust14,293$243K0.35%013F-HRTimeline
Family Firm, Inc.13,422$228K0.05%+5913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,050$171K<0.01%013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,114$155K<0.01%+1,47913F-HRTimelineGroup
Sunbelt Securities, Inc.7,757$154K0.01%-2813F-HRTimeline
Global Retirement Partners, LLC8,836$150K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,407$143K<0.01%-42513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,009$119K<0.01%-32913F-HR/ATimelineGroup
Allworth Financial LP5,216$88.5K<0.01%-16613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4,100$69.6K0.01%-2,27513F-HRTimeline
MAI Capital Management1,841$31.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,751$29.7K<0.01%-10813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,576$26.7K<0.01%-25013F-HRTimelineGroup
Founders Financial Alliance, LLC1,088$18.5K<0.01%+313F-HRTimeline
Parallel Advisors, LLC600$10.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC468$8K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC442$7.5K<0.01%-1,07713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…320$5.43K<0.01%-55013F-HRTimelineGroup
Clearstead Advisors, LLC315$5.35K<0.01%+113F-HRTimeline
New England Capital Financial Advisors …208$3.54K<0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC212$3K<0.01%+20013F-HRTimeline
Cedar Mountain Advisors, LLC163$2.77K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.144$2.44K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.142$2.41K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.101$1.72K<0.01%+113F-HRTimeline
AE Wealth Management LLC53$899<0.01%-11613F-HRTimeline
HARBOUR INVESTMENTS, INC.50$849<0.01%013F-HRTimeline
Investors Research Corp28$475<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL23$390<0.01%013F-HRTimeline
Creekmur Asset Management LLC2$42<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.