Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US OIL EQ&SV ETF
-
Number of holders
-
65
-
Total 13F shares, excl. options
-
3,723,014
-
Shares change
-
+393,859
-
Total reported value, excl. options
-
$73,778,432
-
Value change
-
+$7,796,901
-
Put/Call ratio
-
121%
-
Number of buys
-
30
-
Number of sells
-
-25
-
Price
-
$19.81
Significant Holders of ISHARES TR - US OIL EQ&SV ETF (IEZ) as of Q4 2024
75 filings reported holding IEZ - ISHARES TR - US OIL EQ&SV ETF as of Q4 2024.
ISHARES TR - US OIL EQ&SV ETF (IEZ) has 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,723,014 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,164,935 shares), STIFEL FINANCIAL CORP (272,675 shares), WELLS FARGO & COMPANY/MN (216,763 shares), BANK OF AMERICA CORP /DE/ (189,633 shares), Van Cleef Asset Management,Inc (177,206 shares), COMMONWEALTH EQUITY SERVICES, LLC (172,573 shares), AMICA MUTUAL INSURANCE CO (161,594 shares), Royal Bank of Canada (140,690 shares), UBS Group AG (127,925 shares), and Genesee Capital Advisors, LLC (105,092 shares).
This table shows the top 65 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.