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 | 310k | $39M | 12% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 201k | $25M | 100% | Mar 2026 |
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| Pictet & Cie | 157k | $20M | 100% | Mar 2026 |
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| LPL Financial | 128k | $16M | 35% | Mar 2026 |
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| Bank of America Corporation | 117k | $15M | 100% | Mar 2026 |
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| Wells Fargo & Company | 95k | $12M | -13% | Mar 2026 |
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| EP Wealth Advisors | 80k | $9.9M | 0% | Mar 2026 |
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| Royal Bank of Canada | 61k | $7.3M | 28% | Mar 2026 |
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| Envestnet Asset Management | 59k | $7.4M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 55k | $6.9M | 5% | Mar 2026 |
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| Goss Wealth Management | 51k | $6.4M | 12440% | Mar 2026 |
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| UBS Group | 50k | $6.2M | 15% | Mar 2026 |
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| Mader & Shannon Wealth Management | 47k | $5.8M | 100% | Mar 2026 |
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| Ameriprise Financial | 44k | $5.5M | -17% | Mar 2026 |
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| Manufacturers Life Insurance Company | 44k | $5.5M | 161% | Mar 2026 |
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| Amica Mutual Insurance Company | 43k | $5.3M | 0% | Mar 2026 |
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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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| Horizon Wealth Management | 32k | $4.0M | 100% | Mar 2026 |
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| National Asset Management | 31k | $3.9M | 100% | Mar 2026 |
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| Mutual Advisors | 30k | $3.8M | -2% | Mar 2026 |
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| Citadel Advisors | 30k | $3.7M | 22% | Mar 2026 |
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| AlphaCore Capital | 26k | $3.2M | -1% | Mar 2026 |
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| Grimes & Company | 24k | $3.0M | -4% | Mar 2026 |
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| Martin & Co | 23k | $2.8M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 22k | $2.8M | 246% | Mar 2026 |
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| Johnson Investment Counsel | 22k | $2.7M | 0% | Mar 2026 |
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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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| Cambridge Investment Research Advisors | 20k | $2.4M | 21% | Mar 2026 |
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| Stifel Financial | 19k | $2.4M | 8% | Mar 2026 |
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| Branch Banking & Trust Company | 16k | $2.0M | 1% | Mar 2026 |
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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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| Northwestern Mutual Wealth Management Company | 15k | $1.9M | -6% | Mar 2026 |
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| HighTower Advisors | 15k | $1.8M | 67% | Mar 2026 |
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| Jane Street | 13k | $1.6M | 8% | Mar 2026 |
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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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| Cetera Investment Advisers | 11k | $1.4M | -1% | Mar 2026 |
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| Savvy Advisors | 10k | $1.3M | 0% | Mar 2026 |
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| Enclave Advisors | 10k | $1.3M | 0% | Mar 2026 |
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| Two Sigma Investments | 9.2k | $1.1M | -52% | Mar 2026 |
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| Audent Global Asset Management | 9.0k | $1.4M | -57% | Mar 2026 |
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| Cresset Asset Management | 8.9k | $1.1M | 18% | Mar 2026 |
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| Qube Research & Technologies | 8.6k | $765k | 312% | Dec 2025 |
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| PCG Wealth Advisors | 8.2k | $1.0M | -10% | Mar 2026 |
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| Colony | 8.0k | $716k | 100% | Dec 2025 |
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| Stegent Equity Advisors | 8.0k | $1000k | -69% | Mar 2026 |
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| RiverFront Investment Group | 7.4k | $921k | -4% | Mar 2026 |
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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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| Steward Partners Investment Advisory | 6.7k | $838k | 598% | Mar 2026 |
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| Tower Research Capital | 6.3k | $559k | -23% | Dec 2025 |
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| Creative Planning | 6.2k | $773k | 0% | Mar 2026 |
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| Kestra Advisory Services | 6.1k | $764k | 75% | Mar 2026 |
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| Apollon Wealth Management | 6.0k | $751k | 100% | Mar 2026 |
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| Endowment Wealth Management | 6.0k | $745k | -26% | Mar 2026 |
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| Mraz, Amerine & Associates | 5.9k | $739k | -8% | Mar 2026 |
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| Equitable Holdings | 5.6k | $500k | -6% | Mar 2026 |
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| Janney Montgomery Scott | 5.0k | $629k | 3% | Mar 2026 |
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| Independent Financial Group | 4.9k | $612k | -9% | Mar 2026 |
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| Peter F. Mathieson | 4.9k | $611k | 0% | Mar 2026 |
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| Private Advisor | 4.8k | $593k | -15% | Mar 2026 |
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| Mml Investors Services | 4.7k | $591k | -90% | Mar 2026 |
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| Vontobel Holding | 4.7k | $589k | 100% | Mar 2026 |
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| Westmount Partners | 4.2k | $530k | 0% | Mar 2026 |
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| TD Waterhouse Canada | 4.2k | $512k | 6% | Mar 2026 |
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| Altfest L J & Co | 4.2k | $528k | 0% | Mar 2026 |
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| Marshall Wace | 4.2k | $375k | 100% | Dec 2025 |
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| Stephens | 4.1k | $510k | 0% | Mar 2026 |
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| Sanctuary Advisors | 3.8k | $472k | -22% | Mar 2026 |
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| Poehling Capital Management | 3.5k | $437k | 0% | Mar 2026 |
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| Cypress Asset Management | 3.3k | $294k | -35% | Dec 2025 |
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| Pnc Financial Services | 3.3k | $410k | 20% | Mar 2026 |
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| Fiduciary Trust Company | 3.0k | $268k | 0% | Dec 2025 |
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| Smith Partners Wealth Management | 3.0k | $375k | 0% | Mar 2026 |
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| Mercer Global Advisors | 3.0k | $369k | 0% | Mar 2026 |
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| Goldman Sachs Group | 2.5k | $316k | -72% | Mar 2026 |
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| First Horizon National Corp | 2.5k | $311k | 0% | Mar 2026 |
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| Koshinski Asset Management | 2.4k | $296k | 100% | Mar 2026 |
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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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| Citigroup | 2.1k | $264k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 2.1k | $264k | -80% | Mar 2026 |
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| Belvedere Trading | 2.1k | $262k | 100% | Mar 2026 |
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| Coldstream Capital Management | 2.0k | $245k | 100% | Mar 2026 |
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| Sowell Financial Services | 2.0k | $245k | 100% | Mar 2026 |
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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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| Harbour Investments | 1.7k | $213k | 869% | Mar 2026 |
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| Sumitomo Mitsui Financial | 1.6k | $195k | -20% | 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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| Western Wealth Management | 1.5k | $185k | 100% | Mar 2026 |
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| one8zero8 | 1.4k | $178k | 0% | Mar 2026 |
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| Red Tortoise | 1.2k | $145k | 0% | Mar 2026 |
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| FMR | 1.1k | $98k | -8% | Dec 2025 |
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| Ancora Advisors | 1.0k | $127k | 0% | Mar 2026 |
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| Bank Of Montreal | 1.0k | $127k | 100% | Mar 2026 |
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| MSA Advisors | 963.00 | $120k | 100% | Mar 2026 |
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| International Assets Investment Management | 853.00 | $103k | 0% | Mar 2026 |
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| Harbor Investment Advisory | 800.00 | $100k | -38% | Mar 2026 |
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| Nbc Securities | 725.00 | $91k | -1% | Mar 2026 |
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| William Blair $ Company | 712.00 | $89k | 0% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 700.00 | $86k | 0% | Mar 2026 |
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| Global Retirement Partners | 550.00 | $49k | -50% | Dec 2025 |
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| BlackRock | 526.00 | $66k | 163% | Mar 2026 |
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| Strategic Wealth Partners | 500.00 | $63k | 0% | Mar 2026 |
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| Anchor Investment Management | 404.00 | $51k | 0% | Mar 2026 |
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| Golden State Wealth Management | 377.00 | $47k | 88% | Mar 2026 |
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| Winch Advisory Services | 370.00 | $46k | -16% | Mar 2026 |
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| Ubs Global Asset Management Americas | 368.00 | $46k | 100% | Mar 2026 |
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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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| RMG Wealth Management | 300.00 | $35k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 291.00 | $36k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 277.00 | $35k | 0% | Mar 2026 |
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| KERR FINANCIAL PLANNING Corp | 244.00 | $29k | 1% | Mar 2026 |
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| New England Capital Financial Advisors | 225.00 | $28k | 0% | Mar 2026 |
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| SRS Capital Advisors | 219.00 | $27k | -1% | Mar 2026 |
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| AE Wealth Management | 209.00 | $26k | 254% | Mar 2026 |
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| Whittier Trust | 203.00 | $25k | 0% | Mar 2026 |
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| Howe and Rusling | 202.00 | $25k | 0% | Mar 2026 |
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| Hilton Head Capital Partners | 200.00 | $25k | 100% | Mar 2026 |
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| Caldwell Sutter Capital | 200.00 | $25k | 0% | Mar 2026 |
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| Brown, Lisle/cummings | 187.00 | $23k | 0% | Mar 2026 |
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| Abound Wealth Management | 158.00 | $20k | 0% | Mar 2026 |
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| HighMark Wealth Management | 158.00 | $20k | 1% | Mar 2026 |
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| Larson Financial Group | 157.00 | $14k | 1% | Dec 2025 |
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| Union Bankshares | 154.00 | $19k | 0% | Mar 2026 |
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| Efficient Wealth Management | 150.00 | $18k | 0% | Mar 2026 |
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| Turtle Creek Wealth Advisors | 135.00 | $17k | 100% | Mar 2026 |
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| Nova Wealth Management | 130.00 | $16k | 0% | Mar 2026 |
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| Spire Wealth Management | 127.00 | $16k | 1% | Mar 2026 |
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| National Bank Of Canada /fi/ | 125.00 | $11k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 124.00 | $16k | 148% | Mar 2026 |
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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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| Hantz Financial Services | 100.00 | $12k | 100% | Mar 2026 |
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| RWM Asset Management | 100.00 | $13k | 100% | 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 | $8.9k | 0% | Mar 2026 |
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| Tidemark | 70.00 | $8.7k | 100% | Mar 2026 |
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| GAMMA Investing | 69.00 | $8.6k | 0% | Mar 2026 |
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| CoreCap Advisors | 57.00 | $7.2k | -2% | Mar 2026 |
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| Wagner Wealth Management | 57.00 | $7.1k | 100% | Mar 2026 |
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| Parallel Advisors | 50.00 | $6.2k | -87% | 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 |
|---|---|---|---|
| Bearing Point Capital | Dec 2025 | 15k | $1.3M |
| Jpmorgan Chase & Co | Sep 2025 | 11k | $996k |
| Walser Wealth Management Company, A Ltd Liability | Dec 2025 | 8.8k | $781k |
| Foundations Investment Advisors | Dec 2025 | 8.8k | $781k |
| Tradewinds | Dec 2025 | 5.5k | $488k |
| Capital Analysts | Dec 2025 | 4.2k | $376k |
| Simplex Trading | Sep 2025 | 4.0k | $373k |
| Hrt Financial | Dec 2025 | 2.8k | $248k |
| Viawealth | Dec 2025 | 2.8k | $248k |
| Sunbelt Securities | Dec 2025 | 2.5k | $219k |
| Stephenson National Bank & Trust | Dec 2025 | 592.00 | $53k |
| Providence Capital Advisors | Sep 2025 | 275.00 | $26k |
| Commonwealth Retirement Investments | Dec 2025 | 254.00 | $23k |
| Garner Asset Management Corp | Dec 2025 | 167.00 | $15k |
| Advisory Services Network | Sep 2025 | 114.00 | $11k |
| Compass Financial Services | Dec 2025 | 60.00 | $5.4k |