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Disclosery

IEZ ISHARES TR

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US OIL EQ&SV ETF (fund)

90 managers (90 13F filers) reported a position in IEZ shares at 2026-03-31, 9,405,110 shares in all. 32 filers opened a position and 11 filers sold out during the quarter.

Managers
90
13F filers
90
New
32
Added
28
Reduced
16
Sold out
11
Shares held by filers
9,405,110

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MML INVESTORS SERVICES, LLC1,072,044$31M0.09%+1,050,06213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,010,117$29.2M<0.01%+549,64013F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC686,398$19.9M3.51%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA519,348$15M<0.01%+461,15813F-HRTimelineGroup
Advisory Services Network, LLC502,700$14.6M0.19%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/500,506$14.5M<0.01%+309,49013F-HRTimelineGroup
Prospera Financial Services Inc496,046$14.4M0.23%+413,77813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN426,357$12.3M<0.01%+397,56913F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.408,835$11.8M0.08%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.405,115$11.7M0.02%+401,84813F-HRTimelineGroup
Well Done, LLC271,745$7.87M1.16%new13F-HRTimeline
UBS Group AGin group UBS Group AG224,874$6.51M<0.01%+197,17713F-HRTimelineGroup
Monument Capital Management196,934$5.7M1.43%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP176,654$5.11M<0.01%+60,69813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC174,954$5.06M0.01%-4,69613F-HRTimeline
Van Cleef Asset Management,Inc173,721$5.03M0.54%-2,52813F-HRTimeline
AMICA MUTUAL INSURANCE CO138,177$4M0.34%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC123,096$3.56M0.08%+3,79913F-HR/ATimeline
LPL Financial LLC122,757$3.55M<0.01%+36,03113F-HRTimeline
VestGen Advisors, LLC110,062$3.46M0.1%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC111,443$3.23M<0.01%+36,10313F-HR/ATimelineGroup
HighTower Advisors, LLC108,412$3.14M<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC86,446$2.5M<0.01%+13,13013F-HRTimelineGroup
Tudor Financial Inc.79,410$2.3M1.18%new13F-HR/ATimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP75,876$2.2M<0.01%new13F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.67,553$1.96M1.47%-47313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding63,700$1.84M-4,981Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,699$1.79M<0.01%+13,95313F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC60,132$1.74M0.62%new13F-HRTimeline
Wagner Wealth Management, Corp57,819$1.67M1.5%new13F-HRTimeline
Wealth Management Partners, LLC52,316$1.51M0.43%new13F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC50,464$1.46M1.03%-52413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,696$1.44M<0.01%+23,93013F-HRTimelineGroup
Brendel Financial Advisors LLC45,112$1.31M0.65%new13F-HRTimeline
Financial Sense Advisors, Inc.44,727$1.29M0.26%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,734$1.15M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,341$1.14M<0.01%-1,69413F-HRTimelineGroup
Main Street Financial Solutions, LLC36,939$1.07M0.08%+59113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC36,254$1.05M0.08%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC32,095$929K<0.01%new13F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC31,491$912K0.67%new13F-HRTimeline
DAVENPORT & Co LLC30,610$886K<0.01%new13F-HRTimeline
Amundiin group Amundi30,237$875K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC29,845$864K<0.01%new13F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,600$770K<0.01%+62313F-HRTimelineGroup
Cetera Investment Advisers26,241$760K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…21,000$608K<0.01%-52,91913F-HRTimeline
Waldron Private Wealth LLC18,660$540K0.02%013F-HRTimeline
Cadent Capital Advisors, LLC17,350$502K0.13%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,703$498K<0.01%+10,84113F-HRTimelineGroup
Kovack Advisors, Inc.17,468$496K0.03%new13F-HRTimeline
Genesee Capital Advisors, LLC16,307$472K0.2%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,259$471K0.01%-10,62813F-HRTimelineGroup
&PARTNERS16,222$470K<0.01%-2,76713F-HRTimeline
Strategic Investment Solutions, Inc. /IL14,891$431K0.1%+13,21013F-HRTimeline
Global Wealth Management, LLC14,199$411K0.22%new13F-HRTimeline
PATTEN & PATTEN INC/TN12,990$376K0.02%-1,03013F-HRTimeline
Cambridge Investment Research Advisors,…11,657$337K<0.01%new13F-HRTimeline
GTS SECURITIES LLC11,387$330K0.01%-53,36313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,862$291K<0.01%+5,81213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,409$243K<0.01%-2,10613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,323$239K<0.01%-49,75813F-HR/ATimelineGroup
LPWM LLC7,903$229K0.06%new13F-HRTimeline
Sanctuary Advisors, LLC7,553$219K<0.01%-4,40013F-HRTimeline
Sunbelt Securities, Inc.6,971$202K0.01%+4,63413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4,100$119K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,189$92.3K<0.01%+31813F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC3,131$90.6K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,300$66.6K<0.01%013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC2,055$59.5K<0.01%013F-HRTimeline
Allworth Financial LP2,039$59K<0.01%-83513F-HRTimeline
Brentview Investment Management LLC2,000$57.9K0.03%+1,00013F-HRTimeline
MAI Capital Management1,841$53.3K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,795$52K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,576$45.6K<0.01%013F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC1,366$39.5K0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,195$34.6K<0.01%+1513F-HRTimelineGroup
Founders Financial Alliance, LLC1,096$31.7K0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC598$17.3K<0.01%+13013F-HRTimelineGroup
Smartleaf Asset Management LLC371$10.7K<0.01%+37113F-HRTimeline
BLAIR WILLIAM & CO/IL323$9.35K<0.01%+30013F-HRTimeline
Clearstead Advisors, LLC319$9.25K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…310$8.97K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC165$4.78K<0.01%013F-HRTimeline
AlphaCore Capital LLC149$4.31K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.144$4.17K<0.01%013F-HRTimeline
AE Wealth Management LLC137$3.97K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …87$2.48K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS48$1.39K<0.01%-198,95213F-HRTimelineGroup
LANARK FINANCIAL, INC.30$870<0.01%013F-HRTimeline