IEZ Institutional Ownership
iShares U.S. Oil Equipment & Services ETF
1W: -3.4%
1M: -13.6%
3M: +3.7%
YTD: +23.7%
1Y: +37.7%
3Y: +11.8%
5Y: +113.6%
$26.81
+0.07 (+0.26%)
Weekly Expected Move ±3.3%
$25
$26
$27
$28
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IEZ
116
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
253M
Total Invested
27
New Positions
20
Increased
53
Reduced
21
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (125 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Phoenix Financial Ltd. NEW | 4,991,000 | $134M | — | +0.0% | 1Q | SEC ↗ |
| 2 | MORGAN STANLEY | 825,002 | $22M | -185,115 | -18.3% | 60Q | SEC ↗ |
| 3 | LPL Financial LLC | 294,731 | $8M | +171,974 | +140.1% | 54Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 228,015 | $6M | -198,342 | -46.5% | 77Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 219,917 | $6M | -280,589 | -56.1% | 15Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 188,491 | $5M | -330,857 | -63.7% | 67Q | SEC ↗ |
| 7 | TWO SIGMA INVESTMENTS, LP NEW | 177,300 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 172,231 | $5M | -2,723 | -1.6% | 7Q | SEC ↗ |
| 9 | Van Cleef Asset Management,Inc | 171,126 | $5M | -2,595 | -1.5% | 25Q | SEC ↗ |
| 10 | Advisory Services Network, LLC | 161,479 | $4M | -341,221 | -67.9% | 2Q | SEC ↗ |
| 11 | D. E. Shaw & Co., Inc. NEW | 144,813 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 12 | AMICA MUTUAL INSURANCE CO | 132,244 | $4M | -5,933 | -4.3% | 12Q | SEC ↗ |
| 13 | UBS Group AG | 129,592 | $3M | -95,282 | -42.4% | 47Q | SEC ↗ |
| 14 | Tower Research Capital LLC (TRC) | 106,321 | $3M | +90,062 | +553.9% | 4Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 100,939 | $3M | +74,339 | +279.5% | 15Q | SEC ↗ |
| 16 | Prospera Financial Services Inc | 91,070 | $2M | -404,976 | -81.6% | 18Q | SEC ↗ |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | 87,302 | $2M | -35,794 | -29.1% | 25Q | SEC ↗ |
| 18 | Tudor Financial Inc. | 77,051 | $2M | -2,359 | -3.0% | 2Q | SEC ↗ |
| 19 | Apollon Wealth Management, LLC NEW | 51,939 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | 50,901 | $1M | -12,799 | -20.1% | 6Q | SEC ↗ |
| 21 | COTTONWOOD CAPITAL ADVISORS, LLC | 50,390 | $1M | -74 | -0.1% | 19Q | SEC ↗ |
| 22 | HRT FINANCIAL LP NEW | 49,524 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Wealth Management Partners, LLC | 47,239 | $1M | -5,077 | -9.7% | 2Q | SEC ↗ |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46,426 | $1M | +7,085 | +18.0% | 3Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 44,383 | $1M | -17,316 | -28.1% | 6Q | SEC ↗ |
| 26 | Financial Sense Advisors, Inc. | 43,508 | $1M | -1,219 | -2.7% | 2Q | SEC ↗ |
| 27 | Brendel Financial Advisors LLC | 43,423 | $1M | -1,689 | -3.7% | 2Q | SEC ↗ |
| 28 | TRUIST FINANCIAL CORP | 41,853 | $1M | -7,843 | -15.8% | 6Q | SEC ↗ |
| 29 | FLOW TRADERS U.S. LLC NEW | 40,587 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 30 | GTS SECURITIES LLC | 36,272 | $972K | +24,885 | +218.5% | 6Q | SEC ↗ |
| 31 | Main Street Financial Solutions, LLC | 34,647 | $929K | -2,292 | -6.2% | 6Q | SEC ↗ |
| 32 | JONES FINANCIAL COMPANIES LLLP | 32,194 | $863K | +15,491 | +92.7% | 9Q | SEC ↗ |
| 33 | MML INVESTORS SERVICES, LLC | 30,002 | $804K | -1,042,042 | -97.2% | 12Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 29,845 | $800K | — | +0.0% | 2Q | SEC ↗ |
| 35 | Atria Investments, Inc NEW | 26,947 | $722K | — | +0.0% | 1Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 26,807 | $719K | -149,847 | -84.8% | 15Q | SEC ↗ |
| 37 | RAYMOND JAMES FINANCIAL INC | 21,517 | $577K | -64,929 | -75.1% | 7Q | SEC ↗ |
| 38 | Qube Research & Technologies Ltd NEW | 20,422 | $548K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Sanctuary Advisors, LLC | 18,916 | $507K | +11,363 | +150.4% | 5Q | SEC ↗ |
| 40 | Waldron Private Wealth LLC | 18,660 | $500K | — | +0.0% | 18Q | SEC ↗ |
| 41 | Great Diamond Partners, LLC NEW | 17,162 | $460K | — | +0.0% | 1Q | SEC ↗ |
| 42 | &PARTNERS | 16,360 | $439K | +138 | +0.9% | 7Q | SEC ↗ |
| 43 | Corient Private Wealth LP | 15,812 | $424K | -50 | -0.3% | 3Q | SEC ↗ |
| 44 | Avior Wealth Management, LLC NEW | 14,817 | $397K | — | +0.0% | 1Q | SEC ↗ |
| 45 | AMERIPRISE FINANCIAL INC | 14,618 | $392K | -96,825 | -86.9% | 16Q | SEC ↗ |
| 46 | Global Wealth Management, LLC | 14,231 | $382K | +32 | +0.2% | 2Q | SEC ↗ |
| 47 | Collaborative Capital Advisors LLC NEW | 14,079 | $377K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Kesler, Norman & Wride, LLC NEW | 13,690 | $367K | — | +0.0% | 1Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC | 13,319 | $357K | -26,415 | -66.5% | 2Q | SEC ↗ |
| 50 | Advisors Preferred, LLC | 12,878 | $345K | +11,512 | +842.8% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Phoenix Financial Ltd. | 4,991,000 | $134M |
| TWO SIGMA INVESTMENTS, LP | 177,300 | $5M |
| D. E. Shaw & Co., Inc. | 144,813 | $4M |
| Apollon Wealth Management, LLC | 51,939 | $1M |
| HRT FINANCIAL LP | 49,524 | $1M |
| FLOW TRADERS U.S. LLC | 40,587 | $1M |
| Atria Investments, Inc | 26,947 | $722K |
| Qube Research & Technologies Ltd | 20,422 | $548K |
| Great Diamond Partners, LLC | 17,162 | $460K |
| Avior Wealth Management, LLC | 14,817 | $397K |
| Collaborative Capital Advisors LLC | 14,079 | $377K |
| Kesler, Norman & Wride, LLC | 13,690 | $367K |
| XTX Topco Ltd | 10,951 | $294K |
| TWO SIGMA SECURITIES, LLC | 8,669 | $232K |
| MONEY CONCEPTS CAPITAL CORP | 8,541 | $229K |
| Birchcreek Wealth Management, LLC | 7,688 | $206K |
| Global Retirement Partners, LLC | 3,219 | $86K |
| Parallel Advisors, LLC | 2,243 | $60K |
| Capital Advisor Network LLC | 1,988 | $53K |
| CITIGROUP INC | 1,796 | $48K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MinichMacGregor Wealth Management, | 686,398 | $18M |
| Equitable Holdings, Inc. | 408,835 | $11M |
| Well Done, LLC | 271,745 | $7M |
| Monument Capital Management | 196,934 | $5M |
| VestGen Advisors, LLC | 110,062 | $3M |
| HighTower Advisors, LLC | 108,412 | $3M |
| MARSHALL WACE, LLP | 75,876 | $2M |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 67,553 | $2M |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 60,132 | $2M |
| Wagner Wealth Management, Corp | 57,819 | $2M |
| FSA WEALTH PARTNERS, INC. | 39,378 | $1M |
| TITLEIST ASSET MANAGEMENT, LLC | 36,254 | $972K |
| Mariner, LLC | 32,095 | $860K |
| MUIRFIELD WEALTH ADVISORS LLC | 31,491 | $844K |
| DAVENPORT & Co LLC | 30,610 | $821K |
| Amundi | 30,237 | $811K |
| NWAM LLC | 29,934 | $803K |
| Cetera Investment Advisers | 26,241 | $704K |
| Cadent Capital Advisors, LLC | 17,350 | $465K |
| Genesee Capital Advisors, LLC | 16,307 | $437K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +171,974 | +140.1% | 294,731 |
| Tower Research Capital LLC (TRC) | +90,062 | +553.9% | 106,321 |
| GOLDMAN SACHS GROUP INC | +74,339 | +279.5% | 100,939 |
| GTS SECURITIES LLC | +24,885 | +218.5% | 36,272 |
| JONES FINANCIAL COMPANIES LLLP | +15,491 | +92.7% | 32,194 |
| Advisors Preferred, LLC | +11,512 | +842.8% | 12,878 |
| Sanctuary Advisors, LLC | +11,363 | +150.4% | 18,916 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +7,085 | +18.0% | 46,426 |
| Sunbelt Securities, Inc. | +4,634 | +198.3% | 6,971 |
| JPMORGAN CHASE & CO | +394 | +4.7% | 8,717 |
| Federation des caisses Desjardins d | +350 | +112.9% | 660 |
| LANARK FINANCIAL, INC. | +322 | +1073.3% | 352 |
| Allworth Financial LP | +270 | +13.2% | 2,309 |
| FMR LLC | +250 | +20.9% | 1,445 |
| &PARTNERS | +138 | +0.9% | 16,360 |
| CWM, LLC | +130 | +27.8% | 598 |
| BNP PARIBAS FINANCIAL MARKETS | +89 | +185.4% | 137 |
| Global Wealth Management, LLC | +32 | +0.2% | 14,231 |
| Founders Financial Alliance, LLC | +2 | +0.2% | 1,098 |
| Clearstead Advisors, LLC | +1 | +0.3% | 320 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | -1,042,042 | -97.2% | 30,002 |
| Prospera Financial Services Inc | -404,976 | -81.6% | 91,070 |
| OSAIC HOLDINGS, INC. | -395,253 | -97.6% | 9,862 |
| Advisory Services Network, LLC | -341,221 | -67.9% | 161,479 |
| ROYAL BANK OF CANADA | -330,857 | -63.7% | 188,491 |
| BANK OF AMERICA CORP /DE | -280,589 | -56.1% | 219,917 |
| WELLS FARGO & COMPANY/MN | -198,342 | -46.5% | 228,015 |
| MORGAN STANLEY | -185,115 | -18.3% | 825,002 |
| STIFEL FINANCIAL CORP | -149,847 | -84.8% | 26,807 |
| AMERIPRISE FINANCIAL INC | -96,825 | -86.9% | 14,618 |
| UBS Group AG | -95,282 | -42.4% | 129,592 |
| RAYMOND JAMES FINANCIAL INC | -64,929 | -75.1% | 21,517 |
| INDEPENDENT FINANCIAL GROUP, LLC | -35,794 | -29.1% | 87,302 |
| CITADEL ADVISORS LLC | -26,415 | -66.5% | 13,319 |
| Steward Partners Investment Advisor | -20,707 | -98.6% | 293 |
| ENVESTNET ASSET MANAGEMENT INC | -17,316 | -28.1% | 44,383 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -12,799 | -20.1% | 50,901 |
| Kovack Advisors, Inc. | -8,734 | -50.0% | 8,734 |
| TRUIST FINANCIAL CORP | -7,843 | -15.8% | 41,853 |
| AMICA MUTUAL INSURANCE CO | -5,933 | -4.3% | 132,244 |