Skip to content
Disclosery

IEZ ISHARES TR

Follow

US OIL EQ&SV ETF (fund)

63 managers (63 13F filers) reported a position in IEZ shares at 2025-09-30, 2,685,181 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
63
13F filers
63
New
10
Added
17
Reduced
22
Sold out
9
Shares held by filers
2,685,181

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY457,616$8.83M<0.01%-192,80813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/189,781$3.66M<0.01%-14,05613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC183,597$3.54M<0.01%-1,21613F-HRTimeline
Van Cleef Asset Management,Inc176,043$3.4M0.35%+12,96913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP149,342$2.88M<0.01%+70,84813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS147,700$2.85M<0.01%+47,00013F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO138,177$2.67M0.24%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC120,198$2.32M0.06%-17,10713F-HRTimeline
LPL Financial LLC104,384$2.01M<0.01%-6,64513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC86,736$1.67M<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc83,198$1.61M0.03%+3,42313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC76,684$1.48M<0.01%+22,92213F-HRTimelineGroup
Steward Partners Investment Advisory, L…74,518$1.44M0.01%-4,04913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC72,163$1.39M0.02%-3,92613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC67,853$1.31M<0.01%+12,62413F-HRTimelineGroup
UBS Group AGin group UBS Group AG60,566$1.17M<0.01%-47,28013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,265$1.01M<0.01%+1,65013F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC51,932$1M0.73%-1,55513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,341$913K<0.01%+10,88413F-HRTimelineGroup
Main Street Financial Solutions, LLC36,336$701K0.04%-2,08513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP28,323$546K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,512$531K<0.01%-37713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,369$528K<0.01%-2,17613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,977$501K<0.01%-63,14813F-HRTimelineGroup
GTS SECURITIES LLC24,685$476K0.02%+2,75013F-HRTimeline
PATTEN & PATTEN INC/TN20,455$395K0.02%-11,26513F-HRTimeline
MML INVESTORS SERVICES, LLC20,269$391K<0.01%+2,56213F-HRTimeline
&PARTNERS19,974$385K<0.01%-2,16613F-HRTimeline
Waldron Private Wealth LLC18,660$360K0.01%013F-HRTimeline
Amica Retiree Medical Trust14,293$276K0.38%013F-HRTimeline
Sanctuary Advisors, LLC11,953$231K<0.01%-3,37613F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,094$195K<0.01%+98013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,504$169K<0.01%-7,05113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,330$161K<0.01%-7713F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,539$125K<0.01%-47013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,429$124K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.5,372$104K0.01%-2,38513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4,100$79.1K0.01%013F-HRTimeline
Global Retirement Partners, LLC3,954$76.3K<0.01%-4,88213F-HRTimeline
Allworth Financial LP3,544$68.4K<0.01%-1,67213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,300$44.4K<0.01%new13F-HRTimelineGroup
MAI Capital Management1,841$35.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,788$34.5K<0.01%+3713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,576$30.4K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC1,092$21.1K<0.01%+413F-HRTimeline
Blue Trust, Inc.770$14.9K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC632$12.2K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC468$9K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC442$8.53K<0.01%013F-HRTimeline
Clearstead Advisors, LLC317$6.12K<0.01%+213F-HRTimeline
Qube Research & Technologies Ltd301$5.81K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …210$4.05K<0.01%+213F-HRTimeline
Cedar Mountain Advisors, LLC164$3.17K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.144$2.78K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.142$2.74K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC53$1.02K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.50$965<0.01%013F-HRTimeline
SWAN Capital LLC40$772<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.30$578<0.01%new13F-HRTimeline
Investors Research Corp28$540<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL23$444<0.01%013F-HRTimeline
Creekmur Asset Management LLC3$48<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC1$5<0.01%new13F-HRTimeline