Who owns iShares U.S. Oil Equipment & Services ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IEZ from SEC Form 13F filings across 93 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 93 institutions disclosed 9.4M shares of iShares U.S. Oil Equipment & Services ETF worth $252.6M — about 187% of shares outstanding; the largest disclosed holder is Phoenix Financial Ltd.. Source: SEC Form 13F filings, parsed by EvidInvest.
93
13F holders
$252.6M
value, 2026 filers
187%
of shares outstanding (9.4M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IEZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Phoenix Financial Ltd.NEW | 5.0M | $134.3M | 0.9% | 99.4% | new |
| 2 | MORGAN STANLEY | 825,002 | $22.2M | 0.0% | 16.4% | -18.3% |
| 3 | LPL Financial LLC | 294,731 | $7.9M | 0.0% | 5.9% | +140.1% |
| 4 | WELLS FARGO & COMPANY/MN | 228,015 | $6.1M | 0.0% | 4.5% | -46.5% |
| 5 | BANK OF AMERICA CORP /DE/ | 219,917 | $5.9M | 0.0% | 4.4% | -56.1% |
| 6 | ROYAL BANK OF CANADA | 188,491 | $5.1M | 0.0% | 3.8% | -63.7% |
| 7 | TWO SIGMA INVESTMENTS, LPNEW | 177,300 | $4.8M | 0.0% | 3.5% | new |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 172,231 | $4.6M | 0.0% | 3.4% | -1.6% |
| 9 | Van Cleef Asset Management,Inc | 171,126 | $4.6M | 0.5% | 3.4% | -1.5% |
| 10 | Advisory Services Network, LLC | 161,479 | $4.3M | 0.0% | 3.2% | -67.9% |
| 11 | D. E. Shaw & Co., Inc.NEW | 144,813 | $3.9M | 0.0% | 2.9% | new |
| 12 | AMICA MUTUAL INSURANCE CO | 132,244 | $3.6M | 0.3% | 2.6% | -4.3% |
| 13 | UBS Group AG | 129,592 | $3.5M | 0.0% | 2.6% | -42.4% |
| 14 | Tower Research Capital LLC (TRC) | 106,321 | $2.9M | 0.1% | 2.1% | +553.9% |
| 15 | GOLDMAN SACHS GROUP INC | 100,939 | $2.7M | 0.0% | 2% | +279.5% |
| 16 | Prospera Financial Services Inc | 91,070 | $2.5M | 0.0% | 1.8% | -81.6% |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | 87,302 | $2.3M | 0.0% | 1.7% | -29.1% |
| 18 | Tudor Financial Inc. | 77,051 | $2.1M | 0.9% | 1.5% | -3.0% |
| 19 | Apollon Wealth Management, LLCNEW | 51,939 | $1.4M | 0.0% | 1% | new |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | 50,901 | $1.4M | 0.0% | 1% | -20.1% |
| 21 | COTTONWOOD CAPITAL ADVISORS, LLC | 50,390 | $1.4M | 0.8% | 1% | -0.1% |
| 22 | HRT FINANCIAL LPNEW | 49,524 | $1.3M | 0.0% | 1% | new |
| 23 | Wealth Management Partners, LLC | 47,239 | $1.3M | 0.3% | 0.9% | -9.7% |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46,426 | $1.2M | 0.0% | 0.9% | +18.0% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 44,383 | $1.2M | 0.0% | 0.9% | -28.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.