ISHARES U.S. OIL EQUIPMENT & (IEZ) Institutional Shareholders
ISHARES U.S. OIL EQUIPMENT & (IEZ) 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 $216.28M in IEZ holdings during the latest filing period.
Mml Investors Services, Llc is currently the largest disclosed institutional shareholder of IEZ tracked by InsiderSet, reporting ownership valued at approximately $31.04M in its March 31, 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 $30.25M, representing an estimated loss of -2.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed IEZ value among the investors covered in this analysis. Major shareholders include Mml Investors Services, Llc, Morgan Stanley, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in ISHARES U.S. OIL EQUIPMENT & (IEZ).
This page ranks the largest institutional IEZ 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
86
Total Reported Value
$216.28M
Largest Holder
Mml Investors Services, Llc
Largest Position
$31.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mml Investors Services, Llc | 0.09% | 1,072,044 | $31,035,677 | $30,253,082 | -$782,595 | -2.52% | |
| Morgan Stanley | 0.00% | 1,010,117 | $29,242,891 | $28,505,502 | -$737,389 | -2.52% | |
| Royal Bank Of Canada | 0.00% | 519,348 | $15,035,000 | $14,656,001 | -$378,999 | -2.52% | |
| Advisory Services Network, Llc | 0.19% | 502,700 | $14,553,170 | $14,186,194 | -$366,976 | -2.52% | |
| Bank Of America Corp | 0.00% | 500,506 | $14,489,640 | $14,124,279 | -$365,361 | -2.52% | |
| Wells Fargo & Company/Mn | 0.00% | 426,357 | $12,343,038 | $12,031,795 | -$311,243 | -2.52% | |
| Equitable Holdings, Inc. | 0.08% | 408,835 | $11,835,775 | $11,537,324 | -$298,451 | -2.52% | |
| Osaic Holdings, Inc. | 0.02% | 405,115 | $11,727,940 | $11,432,345 | -$295,595 | -2.52% | |
| Ubs Group Ag | 0.00% | 224,874 | $6,510,102 | $6,345,944 | -$164,158 | -2.52% | |
| Stifel Financial Corp | 0.00% | 176,654 | $5,114,283 | $4,985,176 | -$129,107 | -2.52% | |
| Van Cleef Asset Management,Inc | 0.54% | 173,721 | $5,029,218 | $4,902,407 | -$126,811 | -2.52% | |
| Commonwealth Equity Services, Llc | 0.01% | 172,231 | $4,633,000 | $4,860,359 | +$227,359 | +4.91% | |
| Lpl Financial Llc | 0.00% | 122,757 | $3,553,822 | $3,464,203 | -$89,619 | -2.52% | |
| Vestgen Advisors, Llc | 0.10% | 110,062 | $3,457,047 | $3,105,950 | -$351,097 | -10.16% | |
| Ameriprise Financial Inc | 0.00% | 111,443 | $3,226,612 | $3,144,921 | -$81,691 | -2.53% | |
| Hightower Advisors, Llc | 0.00% | 108,412 | $3,138,535 | $3,059,387 | -$79,148 | -2.52% | |
| Raymond James Financial Inc | 0.00% | 86,446 | $2,502,590 | $2,439,506 | -$63,084 | -2.52% | |
| Prospera Financial Services Inc | 0.04% | 91,070 | $2,450,672 | $2,569,995 | +$119,323 | +4.87% | |
| Independent Financial Group, Llc | 0.04% | 87,302 | $2,348,419 | $2,463,662 | +$115,243 | +4.91% | |
| Tudor Financial Inc. | 1.18% | 4,574 | $2,298,921 | $129,078 | -$2,169,843 | -94.39% | |
| Marshall Wace, Llp | 0.00% | 75,876 | $2,196,610 | $2,141,221 | -$55,389 | -2.52% | |
| Envestnet Asset Management Inc | 0.00% | 61,699 | $1,786,190 | $1,741,146 | -$45,044 | -2.52% | |
| Lee Johnson Capital Management, Llc | 0.62% | 60,132 | $1,740,821 | $1,696,925 | -$43,896 | -2.52% | |
| Wagner Wealth Management, Corp | 1.50% | 57,819 | $1,673,860 | $1,631,652 | -$42,208 | -2.52% | |
| Apollon Wealth Management, Llc | 0.02% | 51,939 | $1,397,159 | $1,465,719 | +$68,560 | +4.91% | |
| Kestra Private Wealth Services, Llc | 0.02% | 50,901 | $1,369,238 | $1,436,426 | +$67,188 | +4.91% | |
| Cottonwood Capital Advisors, Llc | 0.82% | 50,390 | $1,355,490 | $1,422,006 | +$66,516 | +4.91% | |
| Brendel Financial Advisors Llc | 0.65% | 45,112 | $1,305,993 | $1,273,061 | -$32,932 | -2.52% | |
| Financial Sense Advisors, Inc. | 0.26% | 44,727 | $1,294,860 | $1,262,196 | -$32,664 | -2.52% | |
| Wealth Management Partners, Llc | 0.30% | 47,239 | $1,270,729 | $1,333,085 | +$62,356 | +4.91% | |
| Citadel Advisors Llc | 0.00% | 39,734 | $1,150,299 | $1,121,293 | -$29,006 | -2.52% | |
| Susquehanna International Group, Llp | 0.00% | 39,341 | $1,138,922 | $1,110,203 | -$28,719 | -2.52% | |
| Truist Financial Corp | 0.00% | 41,853 | $1,125,836 | $1,181,092 | +$55,256 | +4.91% | |
| Mariner, Llc | 0.00% | 32,095 | $929,150 | $905,721 | -$23,429 | -2.52% | |
| Muirfield Wealth Advisors Llc | 0.67% | 31,491 | $911,666 | $888,676 | -$22,990 | -2.52% | |
| Amundi | 0.00% | 30,237 | $875,361 | $853,288 | -$22,073 | -2.52% | |
| Goldman Sachs Group Inc | 0.00% | 26,600 | $770,070 | $750,652 | -$19,418 | -2.52% | |
| Cetera Investment Advisers | 0.00% | 26,241 | $759,677 | $740,521 | -$19,156 | -2.52% | |
| Atria Investments, Inc | 0.01% | 26,947 | $724,874 | $760,444 | +$35,570 | +4.91% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 21,000 | $607,950 | $592,620 | -$15,330 | -2.52% | |
| Waldron Private Wealth Llc | 0.02% | 18,660 | $501,954 | $526,585 | +$24,631 | +4.91% | |
| Jones Financial Companies Lllp | 0.00% | 16,703 | $497,903 | $471,359 | -$26,544 | -5.33% | |
| Genesee Capital Advisors, Llc | 0.20% | 16,307 | $472,100 | $460,184 | -$11,916 | -2.52% | |
| Tower Research Capital Llc (Trc) | 0.01% | 16,259 | $470,698 | $458,829 | -$11,869 | -2.52% | |
| &Partners | 0.00% | 16,222 | $469,625 | $457,785 | -$11,840 | -2.52% | |
| Great Diamond Partners, Llc | 0.08% | 17,162 | $461,658 | $484,312 | +$22,654 | +4.91% | |
| Avior Wealth Management, Llc | 0.01% | 14,817 | $398,578 | $418,136 | +$19,558 | +4.91% | |
| Global Wealth Management, Llc | 0.19% | 14,231 | $382,826 | $401,599 | +$18,773 | +4.90% | |
| Patten & Patten Inc/Tn | 0.02% | 12,990 | $376,061 | $366,578 | -$9,483 | -2.52% | |
| Kesler, Norman & Wride, Llc | 0.06% | 13,690 | $368,261 | $386,332 | +$18,071 | +4.91% |
Frequently asked questions about IEZ
Who owns the most IEZ stock?
The largest holders of IEZ 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 EQUIPMENT & (IEZ).
Is IEZ widely held by superinvestors?
Many widely followed stocks like IEZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IEZ 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.