IEZ institutional holders

iShares U.S. Oil Equipment & Services ETF · 99 reporting institutions · $246.9M reported value

Funds that can replace IEZ · IEZ return decomposition

Institutional holdings

Institutions reporting IEZ, largest first
InstitutionReported positionAdvisors at firmReport period
Phoenix Financial Ltd.$134.3M02026-06-30
Morgan Stanley$22.2M23,1852026-06-30
Lpl Financial LLC$7.9M23,4582026-06-30
Wells Fargo & Company/mn$6.1M02026-06-30
Bank of America Corp /de$5.9M02026-06-30
Royal Bank of Canada$5.1M02026-06-30
Two Sigma Investments, LP$4.8M02026-06-30
Commonwealth Equity Services, LLC$4.6M2,8632026-06-30
Van Cleef Asset Management, Inc$4.6M52026-06-30
Advisory Services Network$4.3M2532026-06-30
D. E. Shaw & Co., LP$3.9M02026-06-30
UBS Group AG$3.5M02026-06-30
Tower Research Capital LLC (trc)$2.9M02026-06-30
Goldman Sachs Group Inc$2.7M02026-06-30
Prospera Financial Services, Inc.$2.5M2702026-06-30
Independent Financial Group, LLC$2.3M4812026-06-30
Tudor Financial, Inc.$2.1M72026-06-30
Apollon Wealth Management, LLC$1.4M1512026-06-30
Kestra Private Wealth Services, LLC$1.4M2062026-06-30
Cottonwood Capital Advisors, LLC$1.4M22026-06-30
Wealth Management Partners, LLC$1.3M92026-06-30
Susquehanna International Group, LLP$1.2M02026-06-30
Envestnet Pmc$1.2M602026-06-30
Financial Sense Advisors, Inc.$1.2M82026-06-30
Brendel Financial Advisors LLC$1.2M22026-06-30
Truist Financial Corp$1.1M02026-06-30
Gts Securities LLC$975.7K02026-06-30
Main Street Financial Solutions, LLC$932K412026-06-30
Jones Financial Companies LLLP$875K02026-06-30
MML Investors Services, LLC$807K5,1202026-06-30
Newedge Advisors$802.8K6012026-06-30
Atria Investments, Inc$724.9K62026-06-30
Stifel Financial Corp$721K02026-06-30
Raymond James Financial Inc$578.8K02026-06-30
Qube Research & Technologies Ltd$549.4K02026-06-30
Sanctuary Advisors, LLC$508.8K4012026-06-30
Waldron Private Wealth$502K422026-06-30
Great Diamond Partners, LLC$461.7K82026-06-30
&partners$440.1K5552026-06-30
Corient Private Wealth LP$425.3K6742026-06-30
Avior Wealth Management, LLC$398.6K692026-06-30
Ameriprise Financial Inc$393.3K02026-06-30
Global Wealth Management, LLC$382.8K22026-06-30
Collaborative Capital Advisors LLC$378.7K22026-06-30
Ascend Investment Partners$368.3K52026-06-30
Citadel Advisors LLC$358.3K02026-06-30
Strategic Investment Solutions, Inc. /il$334.9K102026-06-30
Advisors Preferred, LLC$333K22026-06-30
Patten & Patten Inc/tn$311.2K02026-06-30
Xtx Topco Ltd$294.6K02026-06-30
Osaic Holdings, Inc.$265.3K02026-06-30
Jpmorgan Chase & Co$235.2K02026-06-30
Two Sigma Securities, LLC$233.2K02026-06-30
Money Concepts Capital Corp$229.8K3892026-06-30
Kovack Advisors, Inc.$227.6K2582026-06-30
Northwestern Mutual Wealth Management Co$223.5K02026-06-30
Logan Park Wealth Management$212.6K32026-06-30
Birchcreek Wealth Management, LLC$206.8K52026-06-30
Sunbelt Securities, Inc.$201.8K632026-03-31
Toth Financial Advisory Corp$110.3K102026-06-30
Global Retirement Partners LLC$86.6K4912026-06-30
Harbour Investments, Inc.$85.8K2472026-06-30
Horizon Kinetics Asset Management LLC$84.2K12026-06-30
Allworth Financial, LP$62.1K3172026-06-30
Rockefeller Capital Management LP$61.9K3462026-06-30
Parallel Advisors, LLC$60.3K752026-06-30
Lowe Brockenbrough & Co Inc$55.3K152026-06-30
Brentview Investment Management LLC$53.8K32026-06-30
Capital Advisor Network LLC$53.5K82026-06-30
Citigroup Inc$48.3K02026-06-30
US Bancorp$42.4K02026-06-30
Fmr LLC$38.9K02026-06-30
Founders Financial Alliance, LLC$29.5K322026-06-30
Integrated Wealth Concepts LLC$26.9K4802026-06-30
Federation Des Caisses Desjardins Du Quebec$17.8K02026-06-30
Cwm, LLC$17.3K6672026-03-31
Smartleaf Asset Management LLC$10K92026-06-30
Fiduciary Financial Advisors$9.9K512026-06-30
Simplex Trading, LLC$9.8K02026-06-30
Lanark Financial, Inc.$9.5K692026-06-30
Blair William & Co/il$8.7K3292026-06-30
Clearstead; Clearstead Advisory Solutions$8.6K642026-06-30
Steward Partners Investment Advisory, LLC$7.9K4812026-06-30
Fifth Third Bancorp$5.8K02026-06-30
Ifg Advisory, LLC$5.4K1102026-06-30
Cedar Mountain Advisors, LLC$4.5K62026-06-30
Brown, Lisle/cummings, Inc.$4.2K82026-03-31
Alphacore Capital LLC$4K692026-06-30
PNC Financial Services Group, Inc.$4K02026-06-30
Bnp Paribas Financial Markets$3.7K02026-06-30
Ae Wealth Management LLC$3.7K4712026-06-30
Amica Mutual Insurance Co$3.6K02026-06-30
CIBC Private Wealth Group LLC$3K02025-12-31
Cape Investment Advisory, Inc.$2.8K352026-06-30
Allspring Global Investments Holdings, LLC$2.3K02026-06-30
Hrt Financial LP$1.3K02026-06-30
Flow Traders U.S. LLC$1.1K02026-06-30
Cambridge Investment Research Advisors, Inc.$3373,9402026-03-31
Amica Retiree Medical Trust$27602025-09-30

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