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 $251.01M in IEZ holdings during the latest filing period.
Phoenix Financial Ltd. is currently the largest disclosed institutional shareholder of IEZ tracked by InsiderSet, reporting ownership valued at approximately $134.26M 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 $140.55M, representing an estimated gain of +4.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed IEZ value among the investors covered in this analysis. Major shareholders include Phoenix Financial Ltd., Morgan Stanley, Lpl Financial Llc, 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
89
Total Reported Value
$251.01M
Largest Holder
Phoenix Financial Ltd.
Largest Position
$134.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Phoenix Financial Ltd. | 0.92% | 4,991,000 | $134,257,900 | $140,546,560 | +$6,288,660 | +4.68% | |
| Morgan Stanley | 0.00% | 825,002 | $22,192,573 | $23,232,056 | +$1,039,483 | +4.68% | |
| Lpl Financial Llc | 0.00% | 294,731 | $7,928,263 | $8,299,625 | +$371,362 | +4.68% | |
| Wells Fargo & Company/Mn | 0.00% | 228,015 | $6,133,615 | $6,420,902 | +$287,287 | +4.68% | |
| Bank Of America Corp | 0.00% | 219,917 | $5,915,778 | $6,192,863 | +$277,085 | +4.68% | |
| Royal Bank Of Canada | 0.00% | 188,491 | $5,071,000 | $5,307,907 | +$236,907 | +4.67% | |
| Two Sigma Investments, Lp | 0.00% | 177,300 | $4,769,370 | $4,992,768 | +$223,398 | +4.68% | |
| Commonwealth Equity Services, Llc | 0.01% | 172,231 | $4,633,000 | $4,850,025 | +$217,025 | +4.68% | |
| Van Cleef Asset Management,Inc | 0.47% | 171,126 | $4,603,279 | $4,818,908 | +$215,629 | +4.68% | |
| Advisory Services Network, Llc | 0.05% | 161,479 | $4,343,789 | $4,547,249 | +$203,460 | +4.68% | |
| D. E. Shaw & Co., Inc. | 0.00% | 144,813 | $3,895,470 | $4,077,934 | +$182,464 | +4.68% | |
| Amica Mutual Insurance Co | 0.30% | 132,244 | $3,557,000 | $3,723,991 | +$166,991 | +4.69% | |
| Ubs Group Ag | 0.00% | 129,592 | $3,486,025 | $3,649,311 | +$163,286 | +4.68% | |
| Tower Research Capital Llc (Trc) | 0.07% | 106,321 | $2,860,035 | $2,993,999 | +$133,964 | +4.68% | |
| Goldman Sachs Group Inc | 0.00% | 100,939 | $2,715,259 | $2,842,442 | +$127,183 | +4.68% | |
| Prospera Financial Services Inc | 0.04% | 91,070 | $2,450,672 | $2,564,531 | +$113,859 | +4.65% | |
| Independent Financial Group, Llc | 0.04% | 87,302 | $2,348,419 | $2,458,424 | +$110,005 | +4.68% | |
| Tudor Financial Inc. | 0.93% | 77,051 | $2,072,674 | $2,169,756 | +$97,082 | +4.68% | |
| Apollon Wealth Management, Llc | 0.02% | 51,939 | $1,397,159 | $1,462,602 | +$65,443 | +4.68% | |
| Kestra Private Wealth Services, Llc | 0.02% | 50,901 | $1,369,238 | $1,433,372 | +$64,134 | +4.68% | |
| Cottonwood Capital Advisors, Llc | 0.82% | 50,390 | $1,355,490 | $1,418,982 | +$63,492 | +4.68% | |
| Hrt Financial Lp | 0.00% | 49,524 | $1,332,000 | $1,394,596 | +$62,596 | +4.70% | |
| Wealth Management Partners, Llc | 0.30% | 47,239 | $1,270,729 | $1,330,250 | +$59,521 | +4.68% | |
| Susquehanna International Group, Llp | 0.00% | 46,426 | $1,248,860 | $1,307,356 | +$58,496 | +4.68% | |
| Envestnet Asset Management Inc | 0.00% | 44,383 | $1,193,909 | $1,249,825 | +$55,916 | +4.68% | |
| Financial Sense Advisors, Inc. | 0.23% | 43,508 | $1,170,378 | $1,225,185 | +$54,807 | +4.68% | |
| Brendel Financial Advisors Llc | 0.54% | 43,423 | $1,168,079 | $1,222,792 | +$54,713 | +4.68% | |
| Truist Financial Corp | 0.00% | 41,853 | $1,125,836 | $1,178,580 | +$52,744 | +4.68% | |
| Flow Traders U.S. Llc | 0.04% | 40,587 | $1,092,000 | $1,142,930 | +$50,930 | +4.66% | |
| Gts Securities Llc | 0.02% | 36,272 | $975,717 | $1,021,420 | +$45,703 | +4.68% | |
| Jones Financial Companies Lllp | 0.00% | 32,194 | $875,038 | $906,583 | +$31,545 | +3.60% | |
| Mml Investors Services, Llc | 0.00% | 30,002 | $807,049 | $844,856 | +$37,807 | +4.68% | |
| Newedge Advisors, Llc | 0.00% | 29,845 | $802,831 | $840,435 | +$37,604 | +4.68% | |
| Atria Investments, Inc | 0.01% | 26,947 | $724,874 | $758,828 | +$33,954 | +4.68% | |
| Stifel Financial Corp | 0.00% | 26,807 | $721,027 | $754,885 | +$33,858 | +4.70% | |
| Raymond James Financial Inc | 0.00% | 21,517 | $578,820 | $605,919 | +$27,099 | +4.68% | |
| Qube Research & Technologies Ltd | 0.00% | 20,422 | $549,352 | $575,084 | +$25,732 | +4.68% | |
| Sanctuary Advisors, Llc | 0.00% | 18,916 | $508,840 | $532,675 | +$23,835 | +4.68% | |
| Waldron Private Wealth Llc | 0.02% | 18,660 | $501,954 | $525,466 | +$23,512 | +4.68% | |
| Great Diamond Partners, Llc | 0.08% | 17,162 | $461,658 | $483,282 | +$21,624 | +4.68% | |
| &Partners | 0.00% | 16,360 | $440,088 | $460,698 | +$20,610 | +4.68% | |
| Corient Private Wealth Llc | 0.00% | 15,812 | $425,343 | $445,266 | +$19,923 | +4.68% | |
| Avior Wealth Management, Llc | 0.01% | 14,817 | $398,578 | $417,247 | +$18,669 | +4.68% | |
| Ameriprise Financial Inc | 0.00% | 14,618 | $393,341 | $411,643 | +$18,302 | +4.65% | |
| Global Wealth Management, Llc | 0.19% | 14,231 | $382,826 | $400,745 | +$17,919 | +4.68% | |
| Kesler, Norman & Wride, Llc | 0.06% | 13,690 | $368,261 | $385,510 | +$17,249 | +4.68% | |
| Citadel Advisors Llc | 0.00% | 13,319 | $358,281 | $375,063 | +$16,782 | +4.68% | |
| Strategic Investment Solutions, Inc. | 0.08% | 12,449 | $334,894 | $350,564 | +$15,670 | +4.68% | |
| Advisors Preferred, Llc | 0.05% | 12,878 | $333,025 | $362,644 | +$29,619 | +8.89% | |
| Patten & Patten Inc/Tn | 0.02% | 11,570 | $311,233 | $325,811 | +$14,578 | +4.68% |
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.