Who Owns ISHARES DJ US OIL EQUIPMENTINDEX (IEZ)? -- Institutional Holders (2026-06-30)

115 institutions reported holding $255.2M of ISHARES DJ US OIL EQUIPMENTINDEX (IEZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Phoenix Financial Ltd. ($134.3M), MORGAN STANLEY ($22.2M), LPL Financial LLC ($7.9M), WELLS FARGO & COMPANY/MN ($6.1M), BANK OF AMERICA CORP /DE/ ($5.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Phoenix Financial Ltd.	$134.3M	5.0M	New
2	MORGAN STANLEY	$22.2M	825,002	Trimmed
3	LPL Financial LLC	$7.9M	294,731	Added
4	WELLS FARGO & COMPANY/MN	$6.1M	228,015	Trimmed
5	BANK OF AMERICA CORP /DE/	$5.9M	219,917	Trimmed
6	Royal Bank of Canada	$5.1M	188,491	Trimmed
7	TWO SIGMA INVESTMENTS, LP	$4.8M	177,300	New
8	COMMONWEALTH EQUITY SERVICES, LLC	$4.6M	172,231	Trimmed
9	Van Cleef Asset Management,Inc	$4.6M	171,126	Trimmed
10	Advisory Services Network, LLC	$4.3M	161,479	Trimmed
11	D. E. Shaw & Co., Inc.	$3.9M	144,813	New
12	AMICA MUTUAL INSURANCE CO	$3.6M	132,244	Trimmed
13	UBS Group AG	$3.5M	129,592	Trimmed
14	Tower Research Capital LLC (TRC)	$2.9M	106,321	Added
15	GOLDMAN SACHS GROUP INC	$2.7M	100,939	Added
16	Prospera Financial Services Inc	$2.5M	91,070	Trimmed
17	INDEPENDENT FINANCIAL GROUP, LLC	$2.3M	87,302	Trimmed
18	Tudor Financial Inc.	$2.1M	77,051	Trimmed
19	CITADEL ADVISORS LLC	$1.8M	67,719	Trimmed
20	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.7M	62,826	Added
21	Apollon Wealth Management, LLC	$1.4M	51,939	New
22	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.4M	50,901	Trimmed
23	COTTONWOOD CAPITAL ADVISORS, LLC	$1.4M	50,390	Trimmed
24	HRT FINANCIAL LP	$1.3M	49,524	New
25	Wealth Management Partners, LLC	$1.3M	47,239	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30