Who owns iShares Dow Jones US Oil & Gas Exp.?
- Ticker: IEO
- CUSIP Number: 464288851
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Analyze quarterly positions in iShares Dow Jones US Oil & Gas Exp. with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Oil & Gas Exp. stock
Who bought or sold iShares Dow Jones US Oil & Gas Exp. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 356k | $32M | 100% | Jun 2025 |
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| Wells Fargo & Company | 112k | $10M | 14% | Sep 2025 |
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| LPL Financial | 101k | $9.3M | -1% | Sep 2025 |
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| EP Wealth Advisors | 82k | $7.3M | 1% | Jun 2025 |
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| Two Sigma Investments | 64k | $5.9M | 100% | Sep 2025 |
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| Envestnet Asset Management | 56k | $5.2M | -20% | Sep 2025 |
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| Ameriprise Financial | 54k | $5.0M | 0% | Sep 2025 |
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| Susquehanna International | 53k | $4.9M | 11% | Sep 2025 |
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| Commonwealth Equity Services | 51k | $4.7M | -4% | Sep 2025 |
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| National Asset Management | 51k | $4.7M | 100% | Sep 2025 |
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| Mml Investors Services | 49k | $4.6M | 3% | Sep 2025 |
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| Royal Bank of Canada | 48k | $4.4M | 4% | Sep 2025 |
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| Amica Mutual Insurance Company | 43k | $4.0M | 0% | Sep 2025 |
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| Citadel Advisors | 40k | $3.7M | -52% | Sep 2025 |
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| UBS Group | 40k | $3.7M | -34% | Sep 2025 |
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| Stegent Equity Advisors | 36k | $3.4M | -2% | Sep 2025 |
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| Raymond James Financial | 35k | $3.3M | 1% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 35k | $3.2M | 6% | Sep 2025 |
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| Mutual Advisors | 34k | $3.1M | -13% | Sep 2025 |
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| Investors Research Corp | 29k | $2.7M | 13% | Sep 2025 |
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| SPC Financial | 27k | $2.5M | 0% | Sep 2025 |
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| Grimes & Company | 27k | $2.5M | -2% | Sep 2025 |
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| Johnson Investment Counsel | 22k | $2.0M | 0% | Sep 2025 |
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| Martin & Co | 22k | $2.0M | 1% | Sep 2025 |
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| Cottonwood Capital Advisors | 21k | $1.9M | 0% | Sep 2025 |
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| Carret Asset Management | 21k | $1.9M | -1% | Sep 2025 |
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| Advisor Group Holdings | 21k | $1.9M | -7% | Sep 2025 |
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| Audent Global Asset Management | 20k | $1.8M | 6% | Sep 2025 |
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| Arete Wealth Advisors | 18k | $1.7M | 28% | Sep 2025 |
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| Stifel Financial | 18k | $1.7M | -10% | Sep 2025 |
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| Manufacturers Life Insurance Company | 17k | $1.6M | -29% | Sep 2025 |
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| Cambridge Investment Research Advisors | 17k | $1.6M | -5% | Sep 2025 |
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| Wealth Management Partners | 16k | $1.5M | 0% | Sep 2025 |
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| Branch Banking & Trust Company | 16k | $1.5M | -4% | Sep 2025 |
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| Beacon Pointe Advisors | 14k | $1.3M | -26% | Sep 2025 |
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| Independent Family Office | 13k | $1.2M | -4% | Sep 2025 |
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| Cetera Investment Advisers | 13k | $1.2M | 21% | Sep 2025 |
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| Savvy Advisors | 11k | $1.0M | -7% | Sep 2025 |
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| Jpmorgan Chase & Co | 11k | $996k | -32% | Sep 2025 |
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| PCG Wealth Advisors | 10k | $958k | -2% | Sep 2025 |
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| Enclave Advisors | 10k | $944k | 0% | Sep 2025 |
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| Mezzasalma Advisors | 9.1k | $840k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 8.5k | $785k | 100% | Sep 2025 |
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| Westmount Partners | 8.3k | $780k | 1% | Sep 2025 |
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| Tower Research Capital | 8.2k | $757k | -50% | Sep 2025 |
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| Goldman Sachs Group | 7.6k | $708k | -9% | Sep 2025 |
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| Endowment Wealth Management | 7.6k | $704k | 4% | Sep 2025 |
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| Jones Financial Companies, L.L | 7.4k | $711k | -19% | Sep 2025 |
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| Equitable Holdings | 7.4k | $684k | -16% | Sep 2025 |
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| Northern Trust | 7.0k | $652k | -6% | Sep 2025 |
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| Mraz, Amerine & Associates | 6.5k | $605k | -1% | Sep 2025 |
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| Mariner Wealth Advisors | 6.4k | $594k | -1% | Sep 2025 |
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| Creative Planning | 6.2k | $571k | -14% | Sep 2025 |
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| J.w. Cole Advisors | 6.1k | $565k | -8% | Sep 2025 |
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| Private Advisor | 6.1k | $564k | -35% | Sep 2025 |
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| Tradewinds | 5.5k | $506k | 100% | Sep 2025 |
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| Janney Montgomery Scott | 5.4k | $500k | -1% | Sep 2025 |
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| RiverFront Investment Group | 5.4k | $499k | -24% | Sep 2025 |
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| Cypress Asset Management | 5.1k | $470k | -12% | Sep 2025 |
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| Peter F. Mathieson | 4.9k | $453k | 19% | Sep 2025 |
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| Viawealth | 4.9k | $452k | -40% | Sep 2025 |
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| HighTower Advisors | 4.6k | $423k | 14% | Sep 2025 |
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| Cresset Asset Management | 4.5k | $415k | 6% | Sep 2025 |
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| Stephens | 4.4k | $406k | 0% | Sep 2025 |
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| Altfest L J & Co | 4.3k | $397k | -1% | Sep 2025 |
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| TD Waterhouse Canada | 4.2k | $391k | 5% | Sep 2025 |
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| Kestra Advisory Services | 4.1k | $380k | -4% | Sep 2025 |
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| Simplex Trading | 4.0k | $373k | 3123% | Sep 2025 |
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| Poehling Capital Management | 3.5k | $324k | 0% | Sep 2025 |
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| Fiduciary Trust Company | 3.0k | $278k | 0% | Sep 2025 |
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| Mercer Global Advisors | 3.0k | $274k | 0% | Sep 2025 |
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| H D Vest Advisory Services | 2.7k | $243k | 0% | Jun 2025 |
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| PFG Advisors | 2.6k | $245k | 100% | Sep 2025 |
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| First Horizon National Corp | 2.5k | $230k | 100% | Sep 2025 |
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| FTB Advisors | 2.5k | $220k | 0% | Jun 2025 |
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| Koshinski Asset Management | 2.2k | $204k | 100% | Sep 2025 |
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| Amica Retiree Medical Trust | 2.2k | $203k | 0% | Sep 2025 |
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| Gill Capital Partners | 2.2k | $203k | 100% | Sep 2025 |
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| Qube Research & Technologies | 2.1k | $193k | 100% | Sep 2025 |
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| Sumitomo Mitsui Financial | 2.0k | $184k | -1% | Sep 2025 |
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| Sunbelt Securities | 1.9k | $172k | -78% | Sep 2025 |
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| one8zero8 | 1.4k | $132k | 100% | Sep 2025 |
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| Harbor Investment Advisory | 1.3k | $120k | -16% | Sep 2025 |
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| FMR | 1.2k | $110k | -18% | Sep 2025 |
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| Red Tortoise | 1.1k | $106k | 1% | Sep 2025 |
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| Ancora Advisors | 1.1k | $106k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 1.1k | $105k | 0% | Sep 2025 |
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| Global Retirement Partners | 1.1k | $102k | -31% | Sep 2025 |
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| Goss Wealth Management | 983.00 | $91k | -26% | Sep 2025 |
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| Bank Of Montreal | 917.00 | $81k | 100% | Jun 2025 |
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| William Blair $ Company | 911.00 | $84k | 0% | Sep 2025 |
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| Nbc Securities | 728.00 | $67k | -7% | Sep 2025 |
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| Whittier Trust Co. of Nevada | 700.00 | $65k | 0% | Sep 2025 |
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| CX Institutional | 600.00 | $56k | -15% | Sep 2025 |
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| Strategic Wealth Partners | 500.00 | $46k | 0% | Sep 2025 |
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| Winch Advisory Services | 460.00 | $43k | 1% | Sep 2025 |
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| Anchor Investment Management | 404.00 | $37k | 0% | Sep 2025 |
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| Parallel Advisors | 382.00 | $35k | 1% | Sep 2025 |
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| Atlantic Trust | 360.00 | $33k | 0% | Sep 2025 |
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| Hilltop National Bank | 315.00 | $29k | 0% | Sep 2025 |
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| CWM | 306.00 | $28k | 0% | Sep 2025 |
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| RMG Wealth Management | 300.00 | $26k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 291.00 | $27k | 259% | Sep 2025 |
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| Providence Capital Advisors | 275.00 | $26k | 0% | Sep 2025 |
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| O'shaughnessy Asset Management | 274.00 | $25k | 21% | Sep 2025 |
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| KERR FINANCIAL PLANNING Corp | 242.00 | $23k | 100% | Sep 2025 |
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| New England Capital Financial Advisors | 225.00 | $21k | 0% | Sep 2025 |
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| Whittier Trust | 203.00 | $19k | -92% | Sep 2025 |
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| Howe and Rusling | 202.00 | $19k | 0% | Sep 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 200.00 | $19k | -15% | Sep 2025 |
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| Caldwell Sutter Capital | 200.00 | $19k | 0% | Sep 2025 |
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| Golden State Wealth Management | 200.00 | $19k | 0% | Sep 2025 |
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| Brown, Lisle/cummings | 187.00 | $17k | 0% | Sep 2025 |
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| Harbour Investments | 176.00 | $16k | -76% | Sep 2025 |
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| Abound Wealth Management | 158.00 | $15k | 0% | Sep 2025 |
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| HighMark Wealth Management | 156.00 | $15k | -11% | Sep 2025 |
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| Larson Financial Group | 156.00 | $14k | 1% | Sep 2025 |
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| Union Bankshares | 154.00 | $14k | 1% | Sep 2025 |
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| Efficient Wealth Management | 150.00 | $13k | 0% | Sep 2025 |
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| Nova Wealth Management | 130.00 | $12k | -38% | Sep 2025 |
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| Aptus Capital Advisors | 127.00 | $12k | 0% | Sep 2025 |
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| Spire Wealth Management | 125.00 | $12k | 0% | Sep 2025 |
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| National Bank Of Canada /fi/ | 125.00 | $12k | -29% | Sep 2025 |
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| Advisory Services Network | 114.00 | $11k | 100% | Sep 2025 |
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| Brian McDonald | 105.00 | $9.7k | 0% | Sep 2025 |
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| Roxbury Financial | 101.00 | $9.3k | 100% | Sep 2025 |
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| UMA Financial Services | 71.00 | $6.6k | 0% | Sep 2025 |
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| Tidemark | 70.00 | $6.5k | 0% | Sep 2025 |
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| GAMMA Investing | 69.00 | $6.4k | 0% | Sep 2025 |
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| CoreCap Advisors | 57.00 | $5.3k | 2% | Sep 2025 |
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| Private Trust Co Na | 50.00 | $4.6k | 0% | Sep 2025 |
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| Fifth Third Bancorp | 50.00 | $4.6k | 100% | Sep 2025 |
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| GPS Wealth Strategies Group | 50.00 | $4.6k | 0% | Sep 2025 |
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| Painted Porch Advisors | 50.00 | $4.4k | 0% | Jun 2025 |
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| Founders Financial Alliance | 49.00 | $4.5k | 0% | Sep 2025 |
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| Cedar Mountain Advisors | 41.00 | $3.8k | 0% | Sep 2025 |
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| Farther Finance Advisors | 39.00 | $3.6k | 3800% | Sep 2025 |
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| Pnc Financial Services | 25.00 | $2.3k | 100% | Sep 2025 |
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| AE Wealth Management | 23.00 | $2.1k | -83% | Sep 2025 |
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| Morse Asset Management | 22.00 | $2.0k | 100% | Sep 2025 |
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| MCF Advisors | 19.00 | $1.8k | 100% | Sep 2025 |
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| Geneos Wealth Management | 16.00 | $1.5k | 0% | Sep 2025 |
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| Running Point Capital Advisors | 16.00 | $1.5k | 0% | Sep 2025 |
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| Signature | 11.00 | $1.0k | 0% | Sep 2025 |
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| Alerus Financial | 7.00 | $647.999800 | 0% | Sep 2025 |
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| Assetmark | 6.00 | $556.000200 | 0% | Sep 2025 |
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| Sontag Advisory | 5.00 | $467.000000 | 100% | Sep 2025 |
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| PFS Partners | 2.00 | $189.000000 | 0% | Sep 2025 |
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| Sound Income Strategies | 1.00 | $91.000000 | 0% | Sep 2025 |
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Who sold out of iShares Dow Jones US Oil & Gas Exp.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bnp Paribas Arbitrage, Snc | Jun 2025 | 50k | $4.4M |
| Jane Street | Jun 2025 | 6.4k | $564k |
| Marshall Wace | Jun 2025 | 4.7k | $413k |
| Bryn Mawr Trust | Jun 2025 | 4.6k | $408k |
| Vanguard Capital Wealth Advisors | Jun 2025 | 2.9k | $258k |
| Prospera Financial Services | Jun 2025 | 2.7k | $237k |
| Wolverine Trading | Jun 2025 | 2.5k | $223k |
| Franklin Resources | Jun 2025 | 1.3k | $111k |
| GeoWealth Management | Jun 2025 | 695.00 | $62k |
| Capital Analysts | Jun 2025 | 422.00 | $37k |
| Ameritas Advisory Services | Jun 2025 | 278.00 | $25k |
| Bank Of Oklahoma National Association / | Jun 2025 | 263.00 | $23k |
| SRS Capital Advisors | Jun 2025 | 219.00 | $19k |
| Private Wealth Asset Management | Jun 2025 | 175.00 | $16k |
| Financial Freedom | Jun 2025 | 157.00 | $14k |
| Briaud Financial Planning | Jun 2025 | 145.00 | $12k |
| Main Management | Jun 2025 | 100.00 | $9.0k |
| Concord Wealth Partners | Jun 2025 | 46.00 | $4.1k |
| Clarity Asset Management | Jun 2025 | 25.00 | $2.2k |