ISHARES U.S. OIL EQUIPMENT & (IEZ) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $278.07M 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 $30.38M, representing an estimated loss of -2.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed IEZ value among the investors covered in this analysis. Major shareholders include Mml Investors Services, Llc, Morgan Stanley, Minichmacgregor Wealth Management, 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
88
Total Reported Value
$278.07M
Largest Holder
Mml Investors Services, Llc
Largest Position
$31.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
102
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 | $30,381,727 | -$653,950 | -2.11% | |
| Morgan Stanley | 0.00% | 1,010,117 | $29,242,891 | $28,626,716 | -$616,175 | -2.11% | |
| Minichmacgregor Wealth Management, Llc | 3.51% | 686,398 | $19,871,257 | $19,452,519 | -$418,738 | -2.11% | |
| Independent Financial Group, Llc | 0.19% | 1,162,067 | $15,753,648 | $32,932,979 | +$17,179,331 | +109.05% | |
| Royal Bank Of Canada | 0.00% | 519,348 | $15,035,000 | $14,718,322 | -$316,678 | -2.11% | |
| Advisory Services Network, Llc | 0.19% | 502,700 | $14,553,170 | $14,246,518 | -$306,652 | -2.11% | |
| Bank Of America Corp | 0.00% | 500,506 | $14,489,640 | $14,184,340 | -$305,300 | -2.11% | |
| Prospera Financial Services Inc | 0.23% | 496,046 | $14,361,395 | $14,057,944 | -$303,451 | -2.11% | |
| Wells Fargo & Company/Mn | 0.00% | 426,357 | $12,343,038 | $12,082,957 | -$260,081 | -2.11% | |
| Equitable Holdings, Inc. | 0.08% | 408,835 | $11,835,775 | $11,586,384 | -$249,391 | -2.11% | |
| Osaic Holdings, Inc. | 0.02% | 405,115 | $11,727,940 | $11,480,959 | -$246,981 | -2.11% | |
| Well Done, Llc | 1.16% | 271,745 | $7,867,018 | $7,701,253 | -$165,765 | -2.11% | |
| Ubs Group Ag | 0.00% | 224,874 | $6,510,102 | $6,372,929 | -$137,173 | -2.11% | |
| Monument Capital Management | 1.43% | 196,934 | $5,701,239 | $5,581,110 | -$120,129 | -2.11% | |
| Stifel Financial Corp | 0.00% | 176,654 | $5,114,283 | $5,006,374 | -$107,909 | -2.11% | |
| Commonwealth Equity Services, Llc | 0.01% | 174,954 | $5,064,920 | $4,958,196 | -$106,724 | -2.11% | |
| Van Cleef Asset Management,Inc | 0.54% | 173,721 | $5,029,218 | $4,923,253 | -$105,965 | -2.11% | |
| Lpl Financial Llc | 0.00% | 122,757 | $3,553,822 | $3,478,933 | -$74,889 | -2.11% | |
| Vestgen Advisors, Llc | 0.10% | 110,062 | $3,457,047 | $3,119,157 | -$337,890 | -9.77% | |
| Ameriprise Financial Inc | 0.00% | 111,443 | $3,226,612 | $3,158,295 | -$68,317 | -2.12% | |
| Hightower Advisors, Llc | 0.00% | 108,412 | $3,138,535 | $3,072,396 | -$66,139 | -2.11% | |
| Raymond James Financial Inc | 0.00% | 86,446 | $2,502,590 | $2,449,880 | -$52,710 | -2.11% | |
| Tudor Financial Inc. | 1.18% | 4,574 | $2,298,921 | $129,627 | -$2,169,294 | -94.36% | |
| Marshall Wace, Llp | 0.00% | 75,876 | $2,196,610 | $2,150,326 | -$46,284 | -2.11% | |
| Littlejohn Financial Services, Inc. | 1.47% | 67,553 | $1,955,666 | $1,914,452 | -$41,214 | -2.11% | |
| Kestra Private Wealth Services, Llc | 0.02% | 63,700 | $1,844,116 | $1,805,258 | -$38,858 | -2.11% | |
| Envestnet Asset Management Inc | 0.00% | 61,699 | $1,786,190 | $1,748,550 | -$37,640 | -2.11% | |
| Lee Johnson Capital Management, Llc | 0.62% | 60,132 | $1,740,821 | $1,704,141 | -$36,680 | -2.11% | |
| Wagner Wealth Management, Corp | 1.50% | 57,819 | $1,673,860 | $1,638,590 | -$35,270 | -2.11% | |
| Wealth Management Partners, Llc | 0.43% | 52,316 | $1,514,548 | $1,482,635 | -$31,913 | -2.11% | |
| Cottonwood Capital Advisors, Llc | 1.03% | 50,464 | $1,460,944 | $1,430,150 | -$30,794 | -2.11% | |
| Truist Financial Corp | 0.00% | 49,696 | $1,438,686 | $1,408,385 | -$30,301 | -2.11% | |
| Brendel Financial Advisors Llc | 0.65% | 45,112 | $1,305,993 | $1,278,474 | -$27,519 | -2.11% | |
| Financial Sense Advisors, Inc. | 0.26% | 44,727 | $1,294,860 | $1,267,563 | -$27,297 | -2.11% | |
| Citadel Advisors Llc | 0.00% | 39,734 | $1,150,299 | $1,126,062 | -$24,237 | -2.11% | |
| Susquehanna International Group, Llp | 0.00% | 39,341 | $1,138,922 | $1,114,924 | -$23,998 | -2.11% | |
| Titleist Asset Management, Llc | 0.08% | 36,254 | $1,049,561 | $1,027,438 | -$22,123 | -2.11% | |
| Mariner, Llc | 0.00% | 32,095 | $929,150 | $909,572 | -$19,578 | -2.11% | |
| Muirfield Wealth Advisors Llc | 0.67% | 31,491 | $911,666 | $892,455 | -$19,211 | -2.11% | |
| Davenport & Co Llc | 0.00% | 30,610 | $886,160 | $867,487 | -$18,673 | -2.11% | |
| Amundi | 0.00% | 30,237 | $875,361 | $856,917 | -$18,444 | -2.11% | |
| Goldman Sachs Group Inc | 0.00% | 26,600 | $770,070 | $753,844 | -$16,226 | -2.11% | |
| Cetera Investment Advisers | 0.00% | 26,241 | $759,677 | $743,670 | -$16,007 | -2.11% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 21,000 | $607,950 | $595,140 | -$12,810 | -2.11% | |
| Waldron Private Wealth Llc | 0.02% | 18,660 | $540,207 | $528,824 | -$11,383 | -2.11% | |
| Cadent Capital Advisors, Llc | 0.13% | 17,350 | $502,270 | $491,699 | -$10,571 | -2.10% | |
| Jones Financial Companies Lllp | 0.00% | 16,703 | $497,903 | $473,363 | -$24,540 | -4.93% | |
| Kovack Advisors, Inc. | 0.03% | 17,468 | $496,136 | $495,043 | -$1,093 | -0.22% | |
| Genesee Capital Advisors, Llc | 0.20% | 16,307 | $472,100 | $462,140 | -$9,960 | -2.11% | |
| Tower Research Capital Llc (Trc) | 0.01% | 16,259 | $470,698 | $460,780 | -$9,918 | -2.11% |
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.