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 |
|---|---|---|---|---|---|
| Pictet & Cie | 157k | $20M | 100% | Mar 2026 |
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| Wells Fargo & Company | 110k | $9.8M | -2% | Dec 2025 |
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| LPL Financial | 95k | $8.4M | -6% | Dec 2025 |
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| EP Wealth Advisors | 80k | $7.1M | 100% | Dec 2025 |
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| Envestnet Asset Management | 58k | $5.1M | 3% | Dec 2025 |
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| Ameriprise Financial | 53k | $4.7M | -2% | Dec 2025 |
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| Commonwealth Equity Services | 52k | $4.7M | 3% | Dec 2025 |
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| Mader & Shannon Wealth Management | 47k | $5.8M | 100% | Mar 2026 |
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| Mml Investors Services | 45k | $4.0M | -8% | Dec 2025 |
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| UBS Group | 43k | $3.9M | 8% | Dec 2025 |
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| Amica Mutual Insurance Company | 43k | $3.8M | 0% | Dec 2025 |
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| Investors Research Corp | 37k | $4.6M | 12% | Mar 2026 |
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| Susquehanna International | 33k | $2.9M | -39% | Dec 2025 |
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| Raymond James Financial | 32k | $2.9M | -9% | Dec 2025 |
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| Mutual Advisors | 31k | $2.7M | -8% | Dec 2025 |
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| AlphaCore Capital | 26k | $2.3M | 100% | Dec 2025 |
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| Stegent Equity Advisors | 26k | $2.3M | -29% | Dec 2025 |
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| Grimes & Company | 25k | $2.2M | -8% | Dec 2025 |
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| Citadel Advisors | 25k | $2.2M | -39% | Dec 2025 |
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| Martin & Co | 23k | $2.0M | 4% | Dec 2025 |
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| Johnson Investment Counsel | 22k | $1.9M | 0% | Dec 2025 |
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| Audent Global Asset Management | 21k | $1.9M | 7% | Dec 2025 |
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| Cottonwood Capital Advisors | 21k | $2.6M | -1% | Mar 2026 |
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| Carret Asset Management | 20k | $1.8M | -2% | Dec 2025 |
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| Two Sigma Investments | 19k | $1.7M | -70% | Dec 2025 |
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| Stifel Financial | 18k | $1.6M | -2% | Dec 2025 |
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| Manufacturers Life Insurance Company | 17k | $1.5M | -2% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 16k | $1.5M | -53% | Dec 2025 |
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| Branch Banking & Trust Company | 16k | $1.4M | 2% | Dec 2025 |
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| Cambridge Investment Research Advisors | 16k | $1.4M | -6% | Dec 2025 |
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| Beacon Pointe Advisors | 16k | $1.4M | 14% | Dec 2025 |
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| Wealth Management Partners | 16k | $1.9M | -3% | Mar 2026 |
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| Bearing Point Capital | 15k | $1.3M | 100% | Dec 2025 |
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| Independent Family Office | 13k | $1.1M | 0% | Dec 2025 |
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| Advisor Group Holdings | 13k | $1.1M | -39% | Dec 2025 |
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| Jane Street | 12k | $1.1M | 100% | Dec 2025 |
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| Cetera Investment Advisers | 11k | $1.0M | -9% | Dec 2025 |
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| Rockefeller Capital Management | 10k | $927k | 22% | Dec 2025 |
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| Savvy Advisors | 10k | $915k | -9% | Dec 2025 |
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| Enclave Advisors | 10k | $1.3M | 0% | Mar 2026 |
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| PCG Wealth Advisors | 9.1k | $813k | -12% | Dec 2025 |
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| Goldman Sachs Group | 8.9k | $794k | 16% | Dec 2025 |
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| HighTower Advisors | 8.8k | $788k | 93% | Dec 2025 |
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| Walser Wealth Management Company, A Ltd Liability | 8.8k | $781k | 100% | Dec 2025 |
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| Foundations Investment Advisors | 8.8k | $781k | 100% | Dec 2025 |
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| Qube Research & Technologies | 8.6k | $765k | 312% | Dec 2025 |
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| Endowment Wealth Management | 8.1k | $719k | 6% | Dec 2025 |
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| Colony | 8.0k | $716k | 100% | Dec 2025 |
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| RiverFront Investment Group | 7.7k | $687k | 43% | Dec 2025 |
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| Cresset Asset Management | 7.5k | $671k | 73% | Dec 2025 |
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| Northern Trust | 7.0k | $628k | 0% | Dec 2025 |
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| Mezzasalma Advisors | 7.0k | $869k | -12% | Mar 2026 |
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| Jones Financial Companies, L.L | 6.7k | $602k | -9% | Dec 2025 |
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| Mraz, Amerine & Associates | 6.4k | $574k | -1% | Dec 2025 |
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| Mariner Wealth Advisors | 6.4k | $570k | 0% | Dec 2025 |
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| Tower Research Capital | 6.3k | $559k | -23% | Dec 2025 |
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| Creative Planning | 6.2k | $550k | 0% | Dec 2025 |
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| Equitable Holdings | 6.0k | $534k | -19% | Dec 2025 |
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| Private Advisor | 5.6k | $500k | -8% | Dec 2025 |
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| Tradewinds | 5.5k | $488k | 0% | Dec 2025 |
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| Janney Montgomery Scott | 4.9k | $437k | -9% | Dec 2025 |
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| Peter F. Mathieson | 4.9k | $611k | 0% | Mar 2026 |
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| Sanctuary Advisors | 4.8k | $432k | 16% | Dec 2025 |
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| Westmount Partners | 4.2k | $530k | 0% | Mar 2026 |
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| Altfest L J & Co | 4.2k | $377k | -2% | Dec 2025 |
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| Capital Analysts | 4.2k | $376k | 100% | Dec 2025 |
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| Marshall Wace | 4.2k | $375k | 100% | Dec 2025 |
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| Stephens | 4.1k | $364k | -7% | Dec 2025 |
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| TD Waterhouse Canada | 4.0k | $356k | -5% | Dec 2025 |
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| Kestra Advisory Services | 3.5k | $313k | -15% | Dec 2025 |
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| Poehling Capital Management | 3.5k | $312k | 0% | Dec 2025 |
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| Cypress Asset Management | 3.3k | $294k | -35% | Dec 2025 |
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| Fiduciary Trust Company | 3.0k | $268k | 0% | Dec 2025 |
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| Smith Partners Wealth Management | 3.0k | $268k | 100% | Dec 2025 |
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| Mercer Global Advisors | 2.9k | $263k | -1% | Dec 2025 |
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| Hrt Financial | 2.8k | $248k | 100% | Dec 2025 |
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| Viawealth | 2.8k | $248k | -43% | Dec 2025 |
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| Pnc Financial Services | 2.7k | $244k | 10828% | Dec 2025 |
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| First Horizon National Corp | 2.5k | $222k | 0% | Dec 2025 |
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| Sunbelt Securities | 2.5k | $219k | 32% | Dec 2025 |
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| Gill Capital Partners | 2.2k | $274k | 100% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 2.2k | $271k | 100% | Mar 2026 |
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| Sowell Financial Services | 2.0k | $245k | 100% | Mar 2026 |
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| Sumitomo Mitsui Financial | 2.0k | $172k | -2% | Dec 2025 |
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| Anchyra Partners | 1.8k | $228k | 100% | Mar 2026 |
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| IFC & Insurance Marketing | 1.8k | $227k | 100% | Mar 2026 |
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| Ignite Planners | 1.5k | $202k | 100% | Mar 2026 |
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| CX Institutional | 1.5k | $189k | 1% | Mar 2026 |
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| one8zero8 | 1.4k | $127k | 0% | Dec 2025 |
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| Harbor Investment Advisory | 1.3k | $116k | 0% | Dec 2025 |
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| Red Tortoise | 1.2k | $103k | 1% | Dec 2025 |
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| FMR | 1.1k | $98k | -8% | Dec 2025 |
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| Ancora Advisors | 1.0k | $91k | -11% | Dec 2025 |
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| Steward Partners Investment Advisory | 961.00 | $86k | -15% | Dec 2025 |
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| International Assets Investment Management | 853.00 | $76k | 100% | Dec 2025 |
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| Nbc Securities | 725.00 | $91k | -1% | Mar 2026 |
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| William Blair $ Company | 713.00 | $64k | -22% | Dec 2025 |
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| Whittier Trust Co. of Nevada | 700.00 | $63k | 0% | Dec 2025 |
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| Global Retirement Partners | 550.00 | $49k | -50% | Dec 2025 |
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| Winch Advisory Services | 438.00 | $39k | -5% | Dec 2025 |
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| Goss Wealth Management | 408.00 | $36k | -58% | Dec 2025 |
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| Anchor Investment Management | 404.00 | $36k | 0% | Dec 2025 |
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| Parallel Advisors | 384.00 | $34k | 1% | Dec 2025 |
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| Atlantic Trust | 360.00 | $32k | 0% | Dec 2025 |
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| Hilltop National Bank | 315.00 | $39k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 291.00 | $26k | 0% | Dec 2025 |
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| O'shaughnessy Asset Management | 276.00 | $25k | 1% | Dec 2025 |
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| Commonwealth Retirement Investments | 254.00 | $23k | 100% | Dec 2025 |
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| KERR FINANCIAL PLANNING Corp | 242.00 | $24k | 0% | Dec 2025 |
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| New England Capital Financial Advisors | 225.00 | $20k | 0% | Dec 2025 |
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| SRS Capital Advisors | 222.00 | $20k | 100% | Dec 2025 |
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| Whittier Trust | 203.00 | $18k | 0% | Dec 2025 |
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| Howe and Rusling | 202.00 | $18k | 0% | Dec 2025 |
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| Caldwell Sutter Capital | 200.00 | $18k | 0% | Dec 2025 |
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| Golden State Wealth Management | 200.00 | $18k | 0% | Dec 2025 |
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| BlackRock | 200.00 | $18k | 100% | Dec 2025 |
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| Brown, Lisle/cummings | 187.00 | $23k | 0% | Mar 2026 |
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| Harbour Investments | 176.00 | $16k | 0% | Dec 2025 |
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| Garner Asset Management Corp | 167.00 | $15k | 100% | Dec 2025 |
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| Abound Wealth Management | 158.00 | $20k | 0% | Mar 2026 |
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| Larson Financial Group | 157.00 | $14k | 1% | Dec 2025 |
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| HighMark Wealth Management | 157.00 | $14k | 1% | Dec 2025 |
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| Union Bankshares | 154.00 | $14k | 0% | Dec 2025 |
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| Efficient Wealth Management | 150.00 | $13k | 0% | Dec 2025 |
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| Nova Wealth Management | 130.00 | $16k | 0% | Mar 2026 |
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| Spire Wealth Management | 126.00 | $11k | 1% | Dec 2025 |
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| National Bank Of Canada /fi/ | 125.00 | $11k | 0% | Dec 2025 |
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| Roxbury Financial | 102.00 | $13k | 1% | Mar 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 100.00 | $13k | -55% | Mar 2026 |
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| CWM | 88.00 | $8.0k | -71% | Dec 2025 |
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| Brian McDonald | 74.00 | $6.6k | -30% | Dec 2025 |
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| UMA Financial Services | 71.00 | $6.3k | 0% | Dec 2025 |
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| GAMMA Investing | 69.00 | $8.6k | 0% | Mar 2026 |
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| Compass Financial Services | 60.00 | $5.4k | 100% | Dec 2025 |
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| AE Wealth Management | 59.00 | $5.3k | 157% | Dec 2025 |
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| CoreCap Advisors | 57.00 | $7.2k | -2% | Mar 2026 |
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| Princeton Global Asset Management | 51.00 | $4.6k | 100% | Dec 2025 |
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| Private Trust Co Na | 50.00 | $4.5k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 50.00 | $4.5k | 0% | Dec 2025 |
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| Founders Financial Alliance | 49.00 | $4.4k | 0% | Dec 2025 |
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| Cedar Mountain Advisors | 42.00 | $3.7k | 2% | Dec 2025 |
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| Farther Finance Advisors | 39.00 | $4.7k | 0% | Mar 2026 |
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| Assetmark | 35.00 | $3.1k | 483% | Dec 2025 |
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| Morse Asset Management | 22.00 | $2.0k | 0% | Dec 2025 |
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| MCF Advisors | 19.00 | $1.7k | 0% | Dec 2025 |
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| Geneos Wealth Management | 16.00 | $1.4k | 0% | Dec 2025 |
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| Running Point Capital Advisors | 16.00 | $1.5k | 0% | Dec 2025 |
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| Signature | 11.00 | $1.4k | 0% | Mar 2026 |
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| Huntington National Bank | 10.00 | $893.000000 | 100% | Dec 2025 |
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| Alerus Financial | 7.00 | $624.999900 | 0% | Dec 2025 |
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| PFS Partners | 2.00 | $258.000000 | 0% | Mar 2026 |
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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 |
|---|---|---|---|
| National Asset Management | Sep 2025 | 51k | $4.7M |
| Arete Wealth Advisors | Sep 2025 | 18k | $1.7M |
| J.w. Cole Advisors | Sep 2025 | 6.1k | $565k |
| Simplex Trading | Sep 2025 | 4.0k | $373k |
| PFG Advisors | Sep 2025 | 2.6k | $245k |
| Koshinski Asset Management | Sep 2025 | 2.2k | $204k |
| Stephenson National Bank & Trust | Dec 2025 | 592.00 | $53k |
| RMG Wealth Management | Sep 2025 | 300.00 | $26k |
| Providence Capital Advisors | Sep 2025 | 275.00 | $26k |
| Aptus Capital Advisors | Sep 2025 | 127.00 | $12k |
| Advisory Services Network | Sep 2025 | 114.00 | $11k |
| Tidemark | Sep 2025 | 70.00 | $6.5k |
| GPS Wealth Strategies Group | Sep 2025 | 50.00 | $4.6k |
| Painted Porch Advisors | Sep 2025 | 50.00 | $4.6k |
| Sontag Advisory | Sep 2025 | 5.00 | $467.000000 |