Who owns IEZ?
iShares U.S. Oil Equipment & Services ETF · iShares
93 institutions reported holding IEZ, worth $252.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IEZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Phoenix Financial Ltd. | Givatayim, Israel | $134.3M | 4,991,000 | New position |
| Morgan Stanley | New York, NY | $22.2M | 825,002 | −185,115 shares |
| LPL Financial LLC | Fort Mill, SC | $7.9M | 294,731 | +171,974 shares |
| Wells Fargo & Company | San Francisco, CA | $6.1M | 228,015 | −198,342 shares |
| Bank of America Corp. | Charlotte, NC | $5.9M | 219,917 | −280,589 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $5.1M | 188,491 | −330,857 shares |
| Two Sigma Investments, LP | New York, NY | $4.8M | 177,300 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.6M | 172,231 | −2,723 shares |
| Van Cleef Asset Management,Inc | Beachwood, OH | $4.6M | 171,126 | −2,595 shares |
| Advisory Services Network, LLC | Atlanta, GA | $4.3M | 161,479 | −341,221 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IEZ?
93 institutional managers reported holding IEZ in Form 13F filings for June 30, 2026, worth $252.7M in total. The largest reported position was held by Phoenix Financial Ltd., at $134.3M.
Did institutions buy or sell IEZ last quarter?
Reported 13F value fell 6.5% from March 31, 2026, which includes price moves as well as buying and selling. 28 firms reported a new position and 21 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IEZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.