IEO institutional holders

iShares U.S. Oil & Gas Exploration & Production ETF · 169 reporting institutions · $214.3M reported value

Funds that can replace IEO · IEO return decomposition

Institutional holdings

Institutions reporting IEO, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$32.7M23,1852026-06-30
Bank Pictet & Cie (europe) AG$13.4M02026-06-30
Two Sigma Investments, LP$12.9M02026-06-30
Bank of America Corp /de$11.1M02026-06-30
Wells Fargo & Company/mn$9.8M02026-06-30
Lpl Financial LLC$9.8M23,4582026-06-30
Ep Wealth Advisors, LLC$8.7M3382026-06-30
Commonwealth Equity Services, LLC$6M2,8632026-06-30
Mader & Shannon Wealth Management, Inc.$5.3M82026-06-30
Royal Bank of Canada$5.1M02026-06-30
Citadel Advisors LLC$4.8M02026-06-30
Ameriprise Financial Inc$4.8M02026-06-30
Irc Wealth$4.4M72026-06-30
Susquehanna International Group, LLP$4.3M02026-06-30
UBS Group AG$4.3M02026-06-30
Citigroup Inc$3.8M02026-06-30
Mutual Advisors, LLC$3.3M1532026-06-30
Manufacturers Life Insurance Company, the$3.1M02026-06-30
Spc Financial, Inc.$2.5M02025-09-30
Martin & Co Inc /tn$2.5M62026-06-30
Grimes & Co Wealth Management, LLC$2.5M382026-06-30
Johnson Investment Counsel Inc$2.4M652026-06-30
Cottonwood Capital Advisors, LLC$2.3M22026-06-30
Pfg Investments, LLC$2.1M02026-06-30
Alphacore Capital LLC$2.1M692026-06-30
Envestnet Pmc$1.8M602026-06-30
Northwestern Mutual Wealth Management Co$1.8M02026-06-30
Raymond James Financial Inc$1.7M02026-06-30
Wealth Management Partners, LLC$1.6M92026-06-30
Hightower Advisors, LLC$1.5M1,0462026-06-30
Osaic Holdings, Inc.$1.4M02026-06-30
Independent Family Office, LLC$1.4M32026-06-30
Truist Financial Corp$1.4M02026-06-30
Beacon Pointe Advisors, LLC$1.4M4662026-06-30
Carret Asset Management, LLC$1.4M112026-06-30
Tower Research Capital LLC (trc)$1.4M02026-06-30
Jones Financial Companies LLLP$1.3M02026-06-30
Mariner, LLC$1.3M02026-06-30
Stifel Financial Corp$1.3M02026-06-30
Audent Global Asset Management, LLC$1.2M32026-06-30
Jpmorgan Chase & Co$1.2M02026-06-30
Cetera Investment Advisers$1.2M10,3702026-06-30
Enclave Advisors, LLC$1.1M32026-06-30
Savvy Advisors, Inc.$1.1M2142026-06-30
Gts Securities LLC$943.7K02026-06-30
Pcg Wealth Advisors, LLC$937.5K182026-06-30
Stegent Equity Advisors, Inc.$873.1K22026-06-30
Cresset Asset Management, LLC$835.1K2122026-06-30
Northern Trust Corp$807.1K02026-06-30
Creative Planning$804.2K1,1712026-06-30
Mezzasalma Advisors, LLC$758.3K72026-06-30
Steward Partners Investment Advisory, LLC$732.6K4812026-06-30
Riverfront Investment Group, LLC$712.9K302026-06-30
Qube Research & Technologies Ltd$711.4K02026-06-30
D. E. Shaw & Co., LP$696.6K02026-06-30
Endowment Wealth Management, Inc.$658.6K132026-06-30
Millennium Management LLC$637.1K02026-06-30
Mraz and Associates$636.2K52026-06-30
Jane Street Group, LLC$582.9K02026-06-30
Regatta Research & Money Management LLC$559.3K62026-06-30
Independent Financial Group, LLC$549.1K4812026-06-30
Guyasuta Investment Advisors Inc$537.4K112026-06-30
Sanctuary Advisors, LLC$525.4K4012026-06-30
MML Investors Services, LLC$473.4K5,1202026-06-30
TD Waterhouse Canada Inc.$473.3K02026-06-30
Westmount Partners, LLC$468.2K262026-06-30
Altfest L J & Co Inc$465.2K192026-06-30
Kestra Advisory Services, LLC$445.3K1,4792026-06-30
Equitable Holdings, Inc.$435.6K02026-06-30
Goldman Sachs Group Inc$432.5K02026-06-30
Stephens Inc /ar$409.9K2432026-06-30
Poehling Capital Management, Inc.$384.4K62026-06-30
Focus Partners Wealth$368.5K1,0482026-06-30
Fiduciary Trust Co$330K02026-06-30
Mercer Global Advisors Inc /adv$325.4K02026-06-30
Cypress Asset Management Inc/tx$324.3K02026-06-30
&partners$305.5K5552026-06-30
Marshall Wace, LLP$282.6K02026-06-30
Ignite Planners LLC$244.4K242026-06-30
Koshinski Asset Management, Inc.$242.6K692026-06-30
Gill Capital Partners$240.7K102026-06-30
Rockefeller Capital Management LP$229.1K3462026-06-30
Sumitomo Mitsui Financial Group, Inc.$227K02026-06-30
Sowell Financial Services LLC$219.1K1082026-06-30
Avior Wealth Management, LLC$217.6K692026-06-30
Coldstream Capital Management Inc$215.6K1362026-06-30
Anchyra Partners LLC$200.4K32026-06-30
Harbour Investments, Inc.$187.3K2472026-06-30
One8zero8, LLC$153.8K52026-06-30
First Horizon Corp$149.6K02026-06-30
Red Tortoise LLC$144.6K02026-03-31
Fmr LLC$140.1K02026-06-30
Bank of Montreal /can$111.7K02026-06-30
International Assets Investment Management, LLC$103.2K1222026-06-30
Ancora Advisors LLC$95.3K102026-06-30
Harbor Investment Advisory, LLC$87.9K312026-06-30
Compass Financial Management LLC$84.2K462026-06-30
Parallel Advisors, LLC$80.8K752026-06-30
Whittier Trust Co of Nevada Inc$78.7K02026-06-30
Blair William & Co/il$78.2K3292026-06-30
PNC Financial Services Group, Inc.$65.9K02026-06-30
Global Retirement Partners LLC$64.3K4912026-06-30
Blackrock, Inc.$57.8K02026-06-30
Strategic Wealth Partners, Ltd.$54.9K02026-06-30
Anchor Investment Management, LLC$50.5K62026-03-31
Newedge Advisors$44.8K6012026-06-30
Winch Financial$40.8K72026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$40.4K02026-06-30
Rosemeyer Management Group$38.7K152026-06-30
Hilltop National Bank$34.6K02026-06-30
Highland Investment Advisors LLC$33.9K102026-06-30
CIBC Private Wealth Group LLC$32.1K02025-12-31
Allspring Global Investments Holdings, LLC$31.7K02026-06-30
Integrated Wealth Concepts LLC$31.1K4802026-06-30
National Bank of Canada /fi$30.2K02026-06-30
O'Shaughnessy Asset Management, LLC$30K582026-06-30
Kerr Financial Planning Corp$26.8K32026-06-30
Commonwealth Retirement Investments LLC$26.1K32026-06-30
New England Capital Financial Advisors LLC$24.7K62026-06-30
Arax Advisory Partners$24.4K2322026-06-30
Ae Wealth Management LLC$23.8K4712026-06-30
Brown, Lisle/cummings, Inc.$23.4K82026-03-31
Whittier Trust Co$22.4K02026-06-30
Howe & Rusling Inc$22.2K102026-06-30
Lanark Financial, Inc.$22.1K692026-06-30
Caldwell Sutter Capital, Inc.$22K82026-06-30
Hilton Head Capital Partners, LLC$22K62026-06-30
Ameriflex Group, Inc.$19.4K2122026-06-30
Highmark Wealth Management LLC$17.4K52026-06-30
Larson Financial Group LLC$17.4K672026-06-30
Abound Wealth Management$17.4K162026-06-30
Atlantic Union Bankshares Corp$16.9K02026-06-30
Turtle Creek Wealth Advisors, LLC$14.8K172026-06-30
Spire Wealth Management$11.4K32026-06-30
Roxbury Financial LLC$11.2K22026-06-30
Thurston, Springer, Miller, Herd & Titak, Inc.$11K02026-06-30
Golden State Wealth Management, LLC$11K472026-06-30
Fiduciary Financial Advisors$8.9K512026-06-30
Ifp Advisors, Inc$8.8K3182026-06-30
Cwm, LLC$8.7K6672026-03-31
Physician Wealth Advisors, Inc.$7.8K92026-06-30
Tidemark, LLC$7.7K82026-06-30
Gamma Investing LLC$7.6K72026-06-30
Institute for Wealth Management, Llc.$7.4K132026-06-30
Comerica Bank$6.6K02025-12-31
Wagner Wealth Management, LLC$6.3K52026-06-30
Princeton Global Asset Management LLC$5.6K172026-06-30
Private Trust Co NA$5.5K02026-06-30
Fifth Third Bancorp$5.5K02026-06-30
Cedar Mountain Advisors, LLC$4.6K62026-06-30
Amica Mutual Insurance Co$4.5K02026-06-30
Farther Finance Advisors, LLC$4.3K3342026-06-30
Assetmark, Inc$3.8K2202026-06-30
Cambridge Investment Research Advisors, Inc.$2.4K3,9402026-03-31
Morse Asset Management, Inc.$2.4K02026-06-30
Integrity Financial Corp /wa$2.2K142026-06-30
Mcf Advisors LLC$2.1K332026-06-30
Flow Traders U.S. LLC$1.9K02026-06-30
Running Point Capital Advisors, LLC$1.5K02025-12-31
Signaturefd, LLC$1.2K492026-06-30
Huntington National Bank$1.1K02026-06-30
Alerus Financial NA$76902026-06-30
Betterment LLC$479282026-06-30
Pfs Partners, LLC$228102026-06-30
Amica Retiree Medical Trust$20302025-09-30
Cx Institutional$94802026-06-30
Gw&k Investment Management, LLC$1882026-06-30
Avion Wealth$16122026-06-30
Hantz Financial Services, Inc.$113962026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30