13FBOX
iShares U.S. Oil Equipment & Services ETF · 13F Institutional Holdings
Options Calculator Rankings
I

iShares U.S. Oil Equipment & Services ETF

IEZ
Institutions
92
Combined AUM (Q2 2026)
$254.8M
Combined Shares (Q2 2026)
9.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+6.4M
48 · 26 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-5.9M
53 · 24 Exit · ≈
⚖️ Net
+552,275
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$254.8M
Institutions
92
New Buys
26
Adds
22
Reduces
29
Exits
24
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Phoenix Financial Ltd.
0.91%#2$134.3M5.0M$00+5.0MNew Buy
MORGAN STANLEY
<0.01%<0.01%#49$22.2M825,002$8.8M457,616+367,386+80.28%Add
LPL Financial LLC
<0.01%<0.01%#45$7.9M294,731$3.6M122,757+171,974+140.09%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#52$6.1M228,015$12.3M426,357-198,342-46.52%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#62$5.9M219,917$14.5M500,506-280,589-56.06%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#56$5.1M188,491$15.0M519,348-330,857-63.71%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%#38$4.8M177,300$00+177,300New Buy
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#35$4.6M172,231$5.1M174,954-2,723-1.56%Reduce
Van Cleef Asset Management,Inc
0.47%0.54%#5$4.6M171,126$5.0M173,721-2,595-1.49%Reduce
Advisory Services Network, LLC
0.05%0.19%#19$4.3M161,479$14.6M502,700-341,221-67.88%Reduce
D. E. Shaw & Co., Inc.
<0.01%#43$3.9M144,813$00+144,813New Buy
AMICA MUTUAL INSURANCE CO
0.3%0.34%#7$3.6M132,244$4.0M138,177-5,933-4.29%Reduce
UBS Group AG
<0.01%<0.01%#61$3.5M129,592$6.5M224,874-95,282-42.37%Reduce
Tower Research Capital LLC (TRC)
0.07%0.01%#14$2.9M106,321$470,69816,259+90,062+553.92%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#69$2.7M100,939$770,07026,600+74,339+279.47%Add
Prospera Financial Services Inc
0.04%0.23%#23$2.5M91,070$14.4M496,046-404,976-81.64%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.04%0.2%#22$2.3M87,302$2.2M152,913-65,611-42.91%Reduce
Tudor Financial Inc.
0.93%1.18%#1$2.1M77,051$2.3M79,410-2,359-2.97%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#70$1.8M67,719$2.8M95,334-27,615-28.97%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#73$1.7M62,826$1.5M52,841+9,985+18.90%Add
Apollon Wealth Management, LLC
0.02%#28$1.4M51,939$00+51,939New Buy
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.02%#30$1.4M50,901$1.8M63,700-12,799-20.09%Reduce
COTTONWOOD CAPITAL ADVISORS, LLC
0.82%1.03%#3$1.4M50,390$1.5M50,464-74-0.15%Reduce
HRT FINANCIAL LP
<0.01%#40$1.3M49,524$00+49,524New Buy
Wealth Management Partners, LLC
0.3%0.43%#6$1.3M47,239$1.5M52,316-5,077-9.70%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#67$1.2M44,383$1.8M61,699-17,316-28.07%Reduce
Financial Sense Advisors, Inc.
0.23%0.26%#9$1.2M43,508$1.3M44,727-1,219-2.73%Reduce
Brendel Financial Advisors LLC
0.54%0.65%#4$1.2M43,423$1.3M45,112-1,689-3.74%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#47$1.1M41,853$1.4M49,696-7,843-15.78%Reduce
FLOW TRADERS U.S. LLC
0.04%#21$1.1M40,587$00+40,587New Buy
GTS SECURITIES LLC
0.02%0.01%#25$975,71736,272$329,65411,387+24,885+218.54%Add
Main Street Financial Solutions, LLC
0.06%#17$932,00034,647$00+34,647New Buy
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#63$875,03832,194$497,90316,703+15,491+92.74%Add
MML INVESTORS SERVICES, LLC
<0.01%0.09%#46$807,04930,002$31.0M1.1M-1.0M-97.20%Reduce
NewEdge Advisors, LLC
<0.01%<0.01%#41$802,83129,845$864,01329,84500.00%Unchanged
Atria Investments, Inc
0.01%#34$724,87426,947$00+26,947New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#59$721,02726,807$5.1M176,654-149,847-84.83%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#79$672,50025,000$208,4407,200+17,800+247.22%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#71$578,82021,517$2.5M86,446-64,929-75.11%Reduce
Qube Research & Technologies Ltd
<0.01%#60$549,35220,422$00+20,422New Buy
Sanctuary Advisors, LLC
<0.01%<0.01%#42$508,84018,916$218,6597,553+11,363+150.44%Add
Waldron Private Wealth LLC
0.02%0.02%#27$501,95418,660$540,20718,66000.00%Unchanged
Great Diamond Partners, LLC
0.08%#12$461,65817,162$00+17,162New Buy
&PARTNERS
<0.01%<0.01%#44$440,08816,360$469,62516,222+138+0.85%Add
Corient Private Wealth LLC
<0.01%<0.01%#65$426,69415,862$291,12215,86200.00%Unchanged
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#77$393,34114,618$3.2M111,443-96,825-86.88%Reduce
Global Wealth Management, LLC
0.19%0.22%#10$382,82614,231$411,06114,199+32+0.23%Add
Collaborative Capital Advisors LLC
0.24%#8$378,72514,079$00+14,079New Buy
Kesler, Norman & Wride, LLC
0.06%#16$368,26113,690$00+13,690New Buy
Strategic Investment Solutions, Inc. /IL
0.08%0.1%#13$334,89412,449$431,07314,891-2,442-16.40%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow