iShares U.S. Oil Equipment & Services ETF (IEZ) Institutional Ownership $22.12 +0.45 (+2.08%) As of 01/17/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnership Institutional Ownership Changes (13F Filings) for iShares U.S. Oil Equipment & Services ETF (NYSEARCA:IEZ)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$3.27MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$758.54K Get IEZ Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares U.S. Oil Equipment & Services ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data IEZ Institutional Buying and Selling by Quarter iShares U.S. Oil Equipment & Services ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/18/2024Sunbelt Securities Inc.14,919$300K0.0%+202.7%0.123% 11/13/2024BNP Paribas Financial Markets150,000$3.01M0.0%+199.7%1.235% 8/16/2024Sunbelt Securities Inc.4,928$110K0.0%+44.6%0.041% 8/14/2024Marshall Wace LLP12,261$273K0.0%N/A0.101% 8/1/2024Waldron Private Wealth LLC18,660$416K0.0%-7.2%0.154% 7/26/2024Bank of New York Mellon Corp11,112$247K0.0%-13.5%0.091% 7/24/2024Family Firm Inc.4,546$101K0.0%N/A0.037% 5/6/2024Leuthold Group LLC58,075$1.37M0.2%+5.3%0.478% 5/1/2024 Janney Montgomery Scott LLC20,257$479K0.0%-3.6%0.167% 4/15/2024Sunbelt Securities Inc.3,407$81K0.0%+97.4%0.039% Get the Latest News and Ratings for IEZ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares U.S. Oil Equipment & Services ETF and its competitors with MarketBeat's FREE daily newsletter. 2/12/2024Parallel Advisors LLC25,046$549K0.0%-8.6%0.286% 2/8/2024 Janney Montgomery Scott LLC21,007$460K0.0%-54.8%0.240% 2/6/2024Leuthold Group LLC55,146$1.21M0.2%+10.3%0.630% 2/1/2024Vicus Capital122,234$2.68M0.3%+19.1%1.397% 1/30/2024Waldron Private Wealth LLC20,114$440K0.0%-11.9%0.230% 11/8/2023 Janney Montgomery Scott LLC46,483$1.12M0.0%N/A0.531% 11/7/2023Advisors Preferred LLC1,739$41K0.0%N/A0.020% 11/7/2023Leuthold Group LLC50,011$1.20M0.2%N/A0.572% 10/26/2023Waldron Private Wealth LLC22,825$550K0.0%-8.4%0.261% 10/26/2023Baystate Wealth Management LLC2,635$63K0.0%-17.8%0.030% 10/23/2023Vicus Capital102,603$2.47M0.3%N/A1.173% 9/21/2023Baystate Wealth Management LLC3,206$65K0.0%-11.9%0.037% 8/4/2023Parallel Advisors LLC18,532$373K0.0%-13.2%0.212% 5/2/2023Waldron Private Wealth LLC24,925$481K0.0%-7.7%0.249% 4/26/2023S. R. Schill & Associates20,854$403K0.2%+3.4%0.114% 4/13/2023 Financial Management Professionals Inc.101,863$1.97M0.4%N/A0.557% 2/9/2023Sowell Financial Services LLC33,155$703K0.0%N/A0.186% 2/9/2023Advisors Preferred LLC3,023$61K0.0%N/A0.017% 1/26/2023S. R. Schill & Associates20,161$427K0.2%-44.8%0.113% 1/18/2023 Well Done LLC185,840$3.94M0.8%N/A1.056% 1/9/2023 MinichMacGregor Wealth Management LLC79,253$1.68M0.6%N/A0.480% 11/14/2022Waldron Private Wealth LLC27,000$388K0.0%-18.4%0.244% 10/26/2022S. R. Schill & Associates36,498$526K0.3%+7.1%0.397% 10/4/2022 AdvisorNet Financial Inc12,673$182K0.0%+30.8%0.101% 8/31/2022S. R. Schill & Associates34,092$544K0.3%N/A0.271% 8/13/2022Flow Traders U.S. LLC49,059$783K0.0%N/A0.389% 8/5/2022OLD Mission Capital LLC15,560$248K0.0%N/A0.123% 8/1/2022Parallel Advisors LLC23,985$383K0.0%+14.1%0.187% 7/26/2022Great Diamond Partners LLC13,592$217K0.1%N/A0.112% 7/18/2022 Well Done LLC175,063$2.80M0.6%+3.5%1.389% Is Starlink Set For The Largest IPO In History? 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For perspective, that turns $100 invested into almost $20,000!Click here now for the urgent details.7/7/2022 AdvisorNet Financial Inc9,692$155K0.0%N/A0.053% 5/11/2022Vicus Capital119,680$2.31M0.2%+1.0%0.609% 5/4/2022Waldron Private Wealth LLC33,102$638K0.0%N/A0.169% 4/28/2022Parallel Advisors LLC21,029$410K0.0%N/A0.108% 4/26/2022 MinichMacGregor Wealth Management LLC109,289$2.11M0.7%N/A0.566% 4/20/2022 Well Done LLC169,117$3.26M0.7%N/A0.909% 2/10/2022Vicus Capital118,448$1.88M0.2%N/A1.385% 2/2/2022Sigma Planning Corp11,727$151K0.0%-6.1%0.143% 10/13/2021Hollencrest Capital Management50,000$685K0.1%N/A0.680% 8/24/2021Flow Traders U.S. LLC50,242$770K0.0%N/A0.674% 8/13/2021Sigma Planning Corp13,328$204K0.0%+13.3%0.179% 8/12/2021JPMorgan Chase & Co.11,790$181K0.0%+107.2%0.159% 8/5/2021Sowell Financial Services LLC41,143$630K0.0%+78.9%0.508% 5/17/2021Ameriprise Financial Inc.288,686$3.87M0.0%N/A3.039% 5/12/2021 Cadent Capital Advisors LLC278,288$3.73M1.7%N/A2.783% 5/7/2021Sowell Financial Services LLC23,000$333K0.0%N/A0.219% 5/6/2021Sigma Planning Corp11,759$158K0.0%N/A0.112% 5/5/2021Interchange Capital Partners LLC10,484$140K0.1%N/A0.099% 5/4/2021Vicus Capital86,203$1.16M0.1%N/A0.813% 4/29/2021 Well Done LLC108,864$1.46M0.3%N/A0.582% 4/27/2021 MinichMacGregor Wealth Management LLC336,984$4.52M1.7%N/A1.212% 4/27/2021Capital Financial Planning LLC35,363$474K0.2%N/A0.127% 4/6/2021Carroll Financial Associates Inc.46,152$618K0.0%N/A0.167% 2/19/2021JPMorgan Chase & Co.5,690$64K0.0%-59.0%0.048% 2/2/2021Grimes & Company Inc.94,063$1.06M0.1%N/A0.771% (Data available from 1/1/2016 forward) IEZ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IEZ shares? During the previous two years, 15 institutional investors and hedge funds held shares of iShares U.S. Oil Equipment & Services ETF. The most heavily invested institutionals were BNP Paribas Financial Markets ($3.01M), Vicus Capital ($2.68M), Financial Management Professionals Inc. ($1.97M), Leuthold Group LLC ($1.37M), Sowell Financial Services LLC ($703K), Parallel Advisors LLC ($549K), and Janney Montgomery Scott LLC ($479K).Learn more on IEZ's institutional investors. Which institutional investors have been buying iShares U.S. Oil Equipment & Services ETF stock? Of the 11 institutional investors that purchased iShares U.S. Oil Equipment & Services ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vicus Capital ($122.23K), Financial Management Professionals Inc. ($101.86K), BNP Paribas Financial Markets ($99.94K), Leuthold Group LLC ($58.08K), Janney Montgomery Scott LLC ($46.48K), Sowell Financial Services LLC ($33.16K), and Sunbelt Securities Inc. ($13.19K). How much institutional buying is happening at iShares U.S. Oil Equipment & Services ETF? Institutional investors have bought a total of 497,209 shares in the last 24 months. This purchase volume represents approximately $10.85M in transactions. Which iShares U.S. Oil Equipment & Services ETF major shareholders have been selling company stock? The following institutional investors have sold iShares U.S. Oil Equipment & Services ETF stock in the last 24 months: Janney Montgomery Scott LLC ($26.23K), S. R. Schill & Associates ($16.34K), Waldron Private Wealth LLC ($8.34K), Parallel Advisors LLC ($5.19K), Bank of New York Mellon Corp ($1.73K), and Baystate Wealth Management LLC ($1.00K). How much institutional selling is happening at iShares U.S. Oil Equipment & Services ETF? Institutional investors have sold a total of 58,831 shares in the last 24 months. This volume of shares sold represents approximately $1.27M in transactions. Related Companies First Trust Nasdaq Oil & Gas ETF Institutional Ownership First Trust Global Wind Energy ETF Institutional Ownership Range Nuclear Renaissance Index ETF Institutional Ownership SPDR S&P Oil & Gas Equipment & Services ETF Institutional Ownership Invesco Energy Exploration & Production ETF Institutional Ownership Invesco S&P SmallCap Energy ETF Institutional Ownership iShares MSCI Global Energy Producers ETF Institutional Ownership ProShares Ultra Energy Institutional Ownership Pacer American Energy Independence ETF Institutional Ownership VanEck Energy Income ETF Institutional Ownership This page (NYSEARCA:IEZ) was last updated on 1/21/2025 by MarketBeat.com Staff From Our PartnersCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... 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