ISHARES U.S. OIL & GAS EXPLO (IEO) Institutional Shareholders
ISHARES U.S. OIL & GAS EXPLO (IEO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $213.49M in IEO holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IEO tracked by InsiderSet, reporting ownership valued at approximately $32.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $41.66M, representing an estimated gain of +27.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed IEO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Pictet & Cie (Europe) Ag, Two Sigma Investments, Lp, and several other long-term asset managers with concentrated positions in ISHARES U.S. OIL & GAS EXPLO (IEO).
This page ranks the largest institutional IEO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
155
Total Reported Value
$213.49M
Largest Holder
Morgan Stanley
Largest Position
$32.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 297,508 | $32,675,420 | $41,657,070 | +$8,981,650 | +27.49% | |
| Bank Pictet & Cie (Europe) Ag | 0.26% | 122,139 | $13,414,526 | $17,101,903 | +$3,687,377 | +27.49% | |
| Two Sigma Investments, Lp | 0.01% | 117,548 | $12,910,297 | $16,459,071 | +$3,548,774 | +27.49% | |
| Bank Of America Corp | 0.00% | 100,740 | $11,064,247 | $14,105,615 | +$3,041,368 | +27.49% | |
| Wells Fargo & Company/Mn | 0.00% | 89,518 | $9,831,758 | $12,534,310 | +$2,702,552 | +27.49% | |
| Lpl Financial Llc | 0.00% | 89,473 | $9,826,808 | $12,528,009 | +$2,701,201 | +27.49% | |
| Ep Wealth Advisors, Llc | 0.03% | 79,628 | $8,745,543 | $11,149,513 | +$2,403,970 | +27.49% | |
| Commonwealth Equity Services, Llc | 0.01% | 54,329 | $5,966,990 | $7,607,147 | +$1,640,157 | +27.49% | |
| Mader & Shannon Wealth Management, Inc. | 2.48% | 48,339 | $5,309,072 | $6,768,427 | +$1,459,355 | +27.49% | |
| Royal Bank Of Canada | 0.00% | 46,115 | $5,065,000 | $6,457,022 | +$1,392,022 | +27.48% | |
| Citadel Advisors Llc | 0.00% | 43,903 | $4,821,866 | $6,147,298 | +$1,325,432 | +27.49% | |
| Ameriprise Financial Inc | 0.00% | 43,364 | $4,762,693 | $6,071,827 | +$1,309,134 | +27.49% | |
| Amica Mutual Insurance Co | 0.37% | 40,914 | $4,494,000 | $5,728,778 | +$1,234,778 | +27.48% | |
| Investors Research Corp | 0.79% | 40,047 | $4,398,362 | $5,607,381 | +$1,209,019 | +27.49% | |
| Susquehanna International Group, Llp | 0.00% | 39,341 | $4,320,822 | $5,508,527 | +$1,187,705 | +27.49% | |
| Ubs Group Ag | 0.00% | 39,247 | $4,310,498 | $5,495,365 | +$1,184,867 | +27.49% | |
| Citigroup Inc | 0.00% | 34,665 | $3,807,257 | $4,853,793 | +$1,046,536 | +27.49% | |
| Mutual Advisors, Llc | 0.06% | 29,704 | $3,262,390 | $4,159,154 | +$896,764 | +27.49% | |
| Manufacturers Life Insurance Company, The | 0.00% | 28,410 | $3,120,270 | $3,977,968 | +$857,698 | +27.49% | |
| Martin & Co Inc | 0.39% | 22,678 | $2,490,707 | $3,175,374 | +$684,667 | +27.49% | |
| Grimes & Co Wealth Management, Llc | 0.05% | 22,460 | $2,466,811 | $3,144,849 | +$678,038 | +27.49% | |
| Johnson Investment Counsel Inc | 0.02% | 21,816 | $2,396,051 | $3,054,676 | +$658,625 | +27.49% | |
| Cottonwood Capital Advisors, Llc | 1.36% | 20,565 | $2,258,617 | $2,879,511 | +$620,894 | +27.49% | |
| Pfg Investments, Llc | 0.08% | 19,021 | $2,089,123 | $2,663,320 | +$574,197 | +27.49% | |
| Alphacore Capital Llc | 0.04% | 18,728 | $2,056,896 | $2,622,295 | +$565,399 | +27.49% | |
| Flow Traders U.S. Llc | 0.08% | 17,142 | $1,883,000 | $2,400,223 | +$517,223 | +27.47% | |
| Envestnet Asset Management Inc | 0.00% | 16,302 | $1,790,468 | $2,282,606 | +$492,138 | +27.49% | |
| Raymond James Financial Inc | 0.00% | 15,392 | $1,690,555 | $2,155,188 | +$464,633 | +27.48% | |
| Wealth Management Partners, Llc | 0.38% | 14,661 | $1,610,218 | $2,052,833 | +$442,615 | +27.49% | |
| Osaic Holdings, Inc. | 0.00% | 13,007 | $1,429,141 | $1,821,240 | +$392,099 | +27.44% | |
| Independent Family Office, Llc | 0.56% | 12,754 | $1,400,782 | $1,785,815 | +$385,033 | +27.49% | |
| Truist Financial Corp | 0.00% | 12,462 | $1,368,701 | $1,744,929 | +$376,228 | +27.49% | |
| Beacon Pointe Advisors, Llc | 0.01% | 12,389 | $1,360,674 | $1,734,708 | +$374,034 | +27.49% | |
| Carret Asset Management, Llc | 0.12% | 12,370 | $1,358,597 | $1,732,047 | +$373,450 | +27.49% | |
| Tower Research Capital Llc (Trc) | 0.03% | 12,304 | $1,351,348 | $1,722,806 | +$371,458 | +27.49% | |
| Jones Financial Companies Lllp | 0.00% | 11,898 | $1,308,990 | $1,665,958 | +$356,968 | +27.27% | |
| Mariner, Llc | 0.00% | 11,666 | $1,281,318 | $1,633,473 | +$352,155 | +27.48% | |
| Stifel Financial Corp | 0.00% | 11,414 | $1,253,604 | $1,598,188 | +$344,584 | +27.49% | |
| Audent Global Asset Management, Llc | 1.34% | 10,951 | $1,202,748 | $1,533,359 | +$330,611 | +27.49% | |
| Jpmorgan Chase & Co | 0.00% | 10,559 | $1,165,966 | $1,478,471 | +$312,505 | +26.80% | |
| Cetera Investment Advisers | 0.00% | 10,527 | $1,156,218 | $1,473,991 | +$317,773 | +27.48% | |
| Enclave Advisors Llc | 0.15% | 10,190 | $1,119,168 | $1,426,804 | +$307,636 | +27.49% | |
| Savvy Advisors, Inc. | 0.02% | 10,063 | $1,105,186 | $1,409,021 | +$303,835 | +27.49% | |
| Gts Securities Llc | 0.02% | 8,592 | $943,659 | $1,203,052 | +$259,393 | +27.49% | |
| Pcg Wealth Advisors, Llc | 0.21% | 8,536 | $937,502 | $1,195,211 | +$257,709 | +27.49% | |
| Stegent Equity Advisors, Inc. | 0.63% | 7,950 | $873,149 | $1,113,159 | +$240,010 | +27.49% | |
| Cresset Asset Management, Llc | 0.00% | 7,604 | $835,125 | $1,064,712 | +$229,587 | +27.49% | |
| Northern Trust Corp | 0.00% | 7,349 | $807,141 | $1,029,007 | +$221,866 | +27.49% | |
| Mezzasalma Advisors, Llc | 0.15% | 6,904 | $758,286 | $966,698 | +$208,412 | +27.48% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,671 | $732,631 | $934,073 | +$201,442 | +27.50% |
Frequently asked questions about IEO
Who owns the most IEO stock?
The largest holders of IEO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES U.S. OIL & GAS EXPLO (IEO).
Is IEO widely held by superinvestors?
Many widely followed stocks like IEO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IEO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.