iShares U.S. Oil Equipment & Services ETF (IEZ) Institutional Ownership $16.50 +0.54 (+3.38%) As of 04/17/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for iShares U.S. Oil Equipment & Services ETF (NYSEARCA:IEZ)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$3.56MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$2.21M 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 CompanyDetails2/18/2025Sunbelt Securities Inc.7,757$152K0.0%-48.0%0.064% 2/17/2025BNP Paribas Financial Markets50,700$1.00M0.0%-66.2%0.417% 2/17/2025Ameriprise Financial Inc.47,087$933K0.0%-1.1%0.388% 2/10/2025 Parallel Advisors LLC28,353$562K0.0%+3,680.4%0.233% 2/10/2025Family Firm Inc.12,495$248K0.0%N/A0.103% 2/6/2025Jones Financial Companies Lllp12,638$250K0.0%+43.6%0.104% 11/18/2024Sunbelt 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% 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. 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% 2/12/2024 Parallel 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% 2/1/2024 Vicus 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% 10/23/2023 Vicus Capital102,603$2.47M0.3%N/A1.173% 9/21/2023Baystate Wealth Management LLC3,206$65K0.0%-11.9%0.037% 8/4/2023 Parallel 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% 2/9/2023 Sowell 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% 1/18/2023Well Done LLC185,840$3.94M0.8%N/A1.056% 1/9/2023MinichMacGregor 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% Trump’s Top Secret $9 Trillion AI Superweapon (Ad)Jeff Brown spotted Nvidia at $1. Now he’s revealing a new AI superweapon — and the Musk-connected stocks that could benefit.Nvidia’s early days made millionaires. This AI play might too.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% 8/1/2022 Parallel Advisors LLC23,985$383K0.0%+14.1%0.187% 7/26/2022Great Diamond Partners LLC13,592$217K0.1%N/A0.112% 7/18/2022Well Done LLC175,063$2.80M0.6%+3.5%1.389% 7/7/2022 AdvisorNet Financial Inc9,692$155K0.0%N/A0.053% 5/11/2022 Vicus Capital119,680$2.31M0.2%+1.0%0.609% 5/4/2022Waldron Private Wealth LLC33,102$638K0.0%N/A0.169% 4/28/2022 Parallel Advisors LLC21,029$410K0.0%N/A0.108% 4/26/2022MinichMacGregor Wealth Management LLC109,289$2.11M0.7%N/A0.566% 4/20/2022Well Done LLC169,117$3.26M0.7%N/A0.909% 2/10/2022 Vicus 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% 8/5/2021 Sowell Financial Services LLC41,143$630K0.0%+78.9%0.508% 5/17/2021Ameriprise Financial Inc.288,686$3.87M0.0%N/A3.039% 5/12/2021Cadent Capital Advisors LLC278,288$3.73M1.7%N/A2.783% 5/7/2021 Sowell 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% 5/4/2021 Vicus Capital86,203$1.16M0.1%N/A0.813% 4/29/2021Well Done LLC108,864$1.46M0.3%N/A0.582% 4/27/2021MinichMacGregor Wealth Management LLC336,984$4.52M1.7%N/A1.212% 4/27/2021Capital Financial Planning LLC35,363$474K0.2%N/A0.127% 2/19/2021JPMorgan Chase & Co.5,690$64K0.0%-59.0%0.048% (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 Vicus Capital ($2.68M), Leuthold Group LLC ($1.37M), BNP Paribas Financial Markets ($1.00M), Ameriprise Financial Inc. ($933K), Parallel Advisors LLC ($562K), Janney Montgomery Scott LLC ($479K), and Waldron Private Wealth LLC ($416K).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), BNP Paribas Financial Markets ($99.94K), Leuthold Group LLC ($58.08K), Janney Montgomery Scott LLC ($46.48K), Parallel Advisors LLC ($27.60K), Family Firm Inc. ($17.04K), 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 403,104 shares in the last 24 months. This purchase volume represents approximately $8.98M 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: BNP Paribas Financial Markets ($99.30K), Janney Montgomery Scott LLC ($26.23K), Waldron Private Wealth LLC ($8.34K), Sunbelt Securities Inc. ($7.16K), 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 149,485 shares in the last 24 months. This volume of shares sold represents approximately $3.05M in transactions. 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