IEZ Institutional Ownership & Shareholders
ISHARES U.S. OIL EQUIPMENT & (IEZ) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $248.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $141.40M, representing an estimated gain of +5.32% 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
$248.38M
Largest Holder
Phoenix Financial Ltd.
Largest Position
$134.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
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 | $141,395,030 | +$7,137,130 | +5.32% | |
| Morgan Stanley | 0.00% | 825,002 | $22,192,573 | $23,372,307 | +$1,179,734 | +5.32% | |
| Lpl Financial Llc | 0.00% | 294,731 | $7,928,263 | $8,349,729 | +$421,466 | +5.32% | |
| Wells Fargo & Company/Mn | 0.00% | 228,015 | $6,133,615 | $6,459,665 | +$326,050 | +5.32% | |
| Bank Of America Corp | 0.00% | 219,917 | $5,915,778 | $6,230,249 | +$314,471 | +5.32% | |
| Royal Bank Of Canada | 0.00% | 188,491 | $5,071,000 | $5,339,950 | +$268,950 | +5.30% | |
| Two Sigma Investments, Lp | 0.00% | 177,300 | $4,769,370 | $5,022,909 | +$253,539 | +5.32% | |
| Commonwealth Equity Services, Llc | 0.01% | 171,341 | $4,543,960 | $4,854,091 | +$310,131 | +6.83% | |
| Van Cleef Asset Management,Inc | 0.44% | 166,923 | $4,426,787 | $4,728,929 | +$302,142 | +6.83% | |
| Advisory Services Network, Llc | 0.05% | 161,479 | $4,343,789 | $4,574,700 | +$230,911 | +5.32% | |
| D. E. Shaw & Co., Inc. | 0.00% | 144,813 | $3,895,470 | $4,102,552 | +$207,082 | +5.32% | |
| Amica Mutual Insurance Co | 0.30% | 132,244 | $3,557,000 | $3,746,473 | +$189,473 | +5.33% | |
| Ubs Group Ag | 0.00% | 129,592 | $3,486,025 | $3,671,341 | +$185,316 | +5.32% | |
| Tower Research Capital Llc (Trc) | 0.07% | 106,321 | $2,860,035 | $3,012,074 | +$152,039 | +5.32% | |
| Goldman Sachs Group Inc | 0.00% | 100,939 | $2,715,259 | $2,859,602 | +$144,343 | +5.32% | |
| Prospera Financial Services Inc | 0.04% | 91,070 | $2,450,672 | $2,580,013 | +$129,341 | +5.28% | |
| Tudor Financial Inc. | 0.93% | 77,051 | $2,072,674 | $2,182,855 | +$110,181 | +5.32% | |
| Independent Financial Group, Llc | 0.04% | 75,661 | $2,006,543 | $2,143,476 | +$136,933 | +6.82% | |
| Cottonwood Capital Advisors, Llc | 0.80% | 50,304 | $1,334,059 | $1,425,112 | +$91,053 | +6.83% | |
| Hrt Financial Lp | 0.00% | 49,524 | $1,332,000 | $1,403,015 | +$71,015 | +5.33% | |
| Susquehanna International Group, Llp | 0.00% | 46,426 | $1,248,860 | $1,315,249 | +$66,389 | +5.32% | |
| Wealth Management Partners, Llc | 0.29% | 46,122 | $1,223,155 | $1,306,636 | +$83,481 | +6.83% | |
| Envestnet Asset Management Inc | 0.00% | 44,383 | $1,193,909 | $1,257,370 | +$63,461 | +5.32% | |
| Kestra Private Wealth Services, Llc | 0.01% | 44,488 | $1,179,816 | $1,260,345 | +$80,529 | +6.83% | |
| Financial Sense Advisors, Inc. | 0.23% | 43,508 | $1,170,378 | $1,232,582 | +$62,204 | +5.31% | |
| Brendel Financial Advisors Llc | 0.54% | 43,423 | $1,168,079 | $1,230,174 | +$62,095 | +5.32% | |
| Truist Financial Corp | 0.00% | 41,573 | $1,102,525 | $1,177,763 | +$75,238 | +6.82% | |
| Flow Traders U.S. Llc | 0.04% | 40,587 | $1,092,000 | $1,149,830 | +$57,830 | +5.30% | |
| Gts Securities Llc | 0.02% | 36,272 | $975,717 | $1,027,586 | +$51,869 | +5.32% | |
| Jones Financial Companies Lllp | 0.00% | 32,194 | $875,038 | $912,056 | +$37,018 | +4.23% | |
| Apollon Wealth Management, Llc | 0.01% | 31,232 | $828,273 | $884,803 | +$56,530 | +6.82% | |
| Mml Investors Services, Llc | 0.00% | 30,002 | $807,049 | $849,957 | +$42,908 | +5.32% | |
| Newedge Advisors, Llc | 0.00% | 29,845 | $802,831 | $845,509 | +$42,678 | +5.32% | |
| Stifel Financial Corp | 0.00% | 26,807 | $721,027 | $759,442 | +$38,415 | +5.33% | |
| Raymond James Financial Inc | 0.00% | 21,517 | $578,820 | $609,577 | +$30,757 | +5.31% | |
| Qube Research & Technologies Ltd | 0.00% | 20,422 | $549,352 | $578,555 | +$29,203 | +5.32% | |
| Sanctuary Advisors, Llc | 0.00% | 18,916 | $508,840 | $535,890 | +$27,050 | +5.32% | |
| Waldron Private Wealth Llc | 0.02% | 18,660 | $494,863 | $528,638 | +$33,775 | +6.83% | |
| Great Diamond Partners, Llc | 0.08% | 17,197 | $456,064 | $487,191 | +$31,127 | +6.83% | |
| &Partners | 0.00% | 16,360 | $440,088 | $463,479 | +$23,391 | +5.32% | |
| Corient Private Wealth Llc | 0.00% | 15,812 | $425,343 | $447,954 | +$22,611 | +5.32% | |
| Ameriprise Financial Inc | 0.00% | 14,618 | $393,341 | $414,128 | +$20,787 | +5.28% | |
| Global Wealth Management, Llc | 0.21% | 14,268 | $378,375 | $404,212 | +$25,837 | +6.83% | |
| Kesler, Norman & Wride, Llc | 0.06% | 13,690 | $368,261 | $387,838 | +$19,577 | +5.32% | |
| Citadel Advisors Llc | 0.00% | 13,319 | $358,281 | $377,327 | +$19,046 | +5.32% | |
| Strategic Investment Solutions, Inc. | 0.08% | 12,449 | $334,894 | $352,680 | +$17,786 | +5.31% | |
| Advisors Preferred, Llc | 0.05% | 12,878 | $333,025 | $364,834 | +$31,809 | +9.55% | |
| Patten & Patten Inc/Tn | 0.02% | 11,500 | $304,980 | $325,795 | +$20,815 | +6.83% | |
| Xtx Topco Ltd | 0.00% | 10,951 | $294,582 | $310,242 | +$15,660 | +5.32% | |
| Osaic Holdings, Inc. | 0.00% | 9,862 | $265,309 | $279,390 | +$14,081 | +5.31% |
Frequently asked questions about IEZ
Who are the largest institutional holders of IEZ?
The largest institutional holders of IEZ reported in the latest SEC Form 13F filings include Phoenix Financial Ltd., Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported IEZ position.
What is IEZ institutional ownership?
This page tracks IEZ positions reported by institutional investment managers through SEC Form 13F. ISHARES U.S. OIL EQUIPMENT & (IEZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IEZ?
InsiderSet currently tracks 89 institutional managers reporting IEZ 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 IEZ shareholders.
How much IEZ stock do institutions own?
Institutional investment managers disclosed approximately $248.38M in IEZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IEZ institutional ownership last updated?
The latest IEZ 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 IEZ 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 IEZ position after the reporting date.
Are institutions buying or selling IEZ?
Institutional buying and selling can be analyzed by comparing IEZ positions across consecutive 13F reporting periods. InsiderSet's IEZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IEZ ownership changes.
How has IEZ institutional ownership changed over time?
InsiderSet tracks IEZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.