IEO Institutional Ownership & Shareholders
ISHARES U.S. OIL & GAS EXPLO (IEO) is currently held by 167 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $246.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $44.96M, representing an estimated gain of +37.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
167
Total Reported Value
$246.30M
Largest Holder
Morgan Stanley
Largest Position
$32.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
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 | $44,962,384 | +$12,286,964 | +37.60% | |
| Bank Pictet & Cie (Europe) Ag | 0.30% | 122,139 | $16,122,348 | $18,458,867 | +$2,336,519 | +14.49% | |
| Two Sigma Investments, Lp | 0.01% | 117,548 | $12,910,297 | $17,765,029 | +$4,854,732 | +37.60% | |
| Minichmacgregor Wealth Management, Llc | 2.05% | 96,535 | $12,742,620 | $14,589,335 | +$1,846,715 | +14.49% | |
| Bank Of America Corp | 0.00% | 100,740 | $11,064,247 | $15,224,836 | +$4,160,589 | +37.60% | |
| Wells Fargo & Company/Mn | 0.00% | 89,518 | $9,831,758 | $13,528,855 | +$3,697,097 | +37.60% | |
| Lpl Financial Llc | 0.00% | 89,473 | $9,826,808 | $13,522,054 | +$3,695,246 | +37.60% | |
| Ep Wealth Advisors, Llc | 0.03% | 79,628 | $8,745,543 | $12,034,180 | +$3,288,637 | +37.60% | |
| Commonwealth Equity Services, Llc | 0.01% | 53,577 | $7,072,180 | $8,097,092 | +$1,024,912 | +14.49% | |
| Mader & Shannon Wealth Management, Inc. | 2.83% | 51,620 | $6,813,840 | $7,801,331 | +$987,491 | +14.49% | |
| Investors Research Corp | 1.00% | 43,319 | $5,718,108 | $6,546,800 | +$828,692 | +14.49% | |
| Royal Bank Of Canada | 0.00% | 46,115 | $5,065,000 | $6,969,360 | +$1,904,360 | +37.60% | |
| Citadel Advisors Llc | 0.00% | 43,903 | $4,821,866 | $6,635,060 | +$1,813,194 | +37.60% | |
| Ameriprise Financial Inc | 0.00% | 43,364 | $4,762,693 | $6,553,601 | +$1,790,908 | +37.60% | |
| Amica Mutual Insurance Co | 0.37% | 40,914 | $4,494,000 | $6,183,333 | +$1,689,333 | +37.59% | |
| Susquehanna International Group, Llp | 0.00% | 39,341 | $4,320,822 | $5,945,605 | +$1,624,783 | +37.60% | |
| Ubs Group Ag | 0.00% | 39,247 | $4,310,498 | $5,931,399 | +$1,620,901 | +37.60% | |
| Vestgen Advisors, Llc | 0.12% | 29,519 | $3,896,454 | $4,461,206 | +$564,752 | +14.49% | |
| Citigroup Inc | 0.00% | 34,665 | $3,807,257 | $5,238,921 | +$1,431,664 | +37.60% | |
| Mutual Advisors, Llc | 0.06% | 29,704 | $3,262,390 | $4,489,166 | +$1,226,776 | +37.60% | |
| Manufacturers Life Insurance Company, The | 0.00% | 28,410 | $3,120,270 | $4,293,603 | +$1,173,333 | +37.60% | |
| Grimes & Co Wealth Management, Llc | 0.07% | 21,096 | $2,784,735 | $3,188,238 | +$403,503 | +14.49% | |
| Cottonwood Capital Advisors, Llc | 1.62% | 20,439 | $2,697,913 | $3,088,946 | +$391,033 | +14.49% | |
| Martin & Co Inc | 0.39% | 22,678 | $2,490,707 | $3,427,326 | +$936,619 | +37.60% | |
| Johnson Investment Counsel Inc | 0.02% | 21,816 | $2,396,051 | $3,297,052 | +$901,001 | +37.60% | |
| Pfg Investments, Llc | 0.08% | 19,021 | $2,089,123 | $2,874,644 | +$785,521 | +37.60% | |
| Alphacore Capital Llc | 0.04% | 18,728 | $2,056,896 | $2,830,363 | +$773,467 | +37.60% | |
| Flow Traders U.S. Llc | 0.08% | 17,142 | $1,883,000 | $2,590,670 | +$707,670 | +37.58% | |
| Wealth Management Partners, Llc | 0.43% | 13,712 | $1,809,984 | $2,072,295 | +$262,311 | +14.49% | |
| Envestnet Asset Management Inc | 0.00% | 16,302 | $1,790,468 | $2,463,721 | +$673,253 | +37.60% | |
| Wagner Wealth Management, Corp | 1.35% | 13,105 | $1,729,860 | $1,980,559 | +$250,699 | +14.49% | |
| Raymond James Financial Inc | 0.00% | 15,392 | $1,690,555 | $2,326,193 | +$635,638 | +37.60% | |
| Truist Financial Corp | 0.00% | 11,801 | $1,557,732 | $1,783,485 | +$225,753 | +14.49% | |
| Osaic Holdings, Inc. | 0.00% | 13,007 | $1,429,141 | $1,965,748 | +$536,607 | +37.55% | |
| Independent Family Office, Llc | 0.56% | 12,754 | $1,400,782 | $1,927,512 | +$526,730 | +37.60% | |
| Beacon Pointe Advisors, Llc | 0.01% | 12,389 | $1,360,674 | $1,872,350 | +$511,676 | +37.60% | |
| Carret Asset Management, Llc | 0.12% | 12,370 | $1,358,597 | $1,869,478 | +$510,881 | +37.60% | |
| Tower Research Capital Llc (Trc) | 0.03% | 12,304 | $1,351,348 | $1,859,504 | +$508,156 | +37.60% | |
| Enclave Advisors Llc | 0.17% | 10,190 | $1,345,080 | $1,540,015 | +$194,935 | +14.49% | |
| Jones Financial Companies Lllp | 0.00% | 11,898 | $1,308,990 | $1,798,145 | +$489,155 | +37.37% | |
| Mariner, Llc | 0.00% | 11,666 | $1,281,318 | $1,763,083 | +$481,765 | +37.60% | |
| Stifel Financial Corp | 0.00% | 11,414 | $1,253,604 | $1,724,998 | +$471,394 | +37.60% | |
| Audent Global Asset Management, Llc | 1.34% | 10,951 | $1,202,748 | $1,655,025 | +$452,277 | +37.60% | |
| Jpmorgan Chase & Co | 0.00% | 10,559 | $1,165,966 | $1,595,782 | +$429,816 | +36.86% | |
| Cetera Investment Advisers | 0.00% | 10,527 | $1,156,218 | $1,590,946 | +$434,728 | +37.60% | |
| Savvy Advisors, Inc. | 0.02% | 10,063 | $1,105,186 | $1,520,821 | +$415,635 | +37.61% | |
| Apollon Wealth Management, Llc | 0.01% | 8,238 | $1,087,416 | $1,245,009 | +$157,593 | +14.49% | |
| Stegent Equity Advisors, Inc. | 0.83% | 7,942 | $1,048,344 | $1,200,274 | +$151,930 | +14.49% | |
| Creative Planning | 0.00% | 7,528 | $993,736 | $1,137,707 | +$143,971 | +14.49% | |
| Gts Securities Llc | 0.02% | 8,592 | $943,659 | $1,298,509 | +$354,850 | +37.60% |
Frequently asked questions about IEO
Who are the largest institutional holders of IEO?
The largest institutional holders of IEO reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Pictet & Cie (Europe) Ag, Two Sigma Investments, Lp, Minichmacgregor Wealth Management, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported IEO position.
What is IEO institutional ownership?
This page tracks IEO positions reported by institutional investment managers through SEC Form 13F. ISHARES U.S. OIL & GAS EXPLO (IEO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IEO?
InsiderSet currently tracks 167 institutional managers reporting IEO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IEO shareholders.
How much IEO stock do institutions own?
Institutional investment managers disclosed approximately $246.30M in IEO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IEO institutional ownership last updated?
The latest IEO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IEO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IEO position after the reporting date.
Are institutions buying or selling IEO?
Institutional buying and selling can be analyzed by comparing IEO positions across consecutive 13F reporting periods. InsiderSet's IEO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IEO ownership changes.
How has IEO institutional ownership changed over time?
InsiderSet tracks IEO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.