ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | <0.01% | <0.01% | #81 | $32.7M | 297,508 | $31.7M | 342,091 | -44,583-13.03% | Reduce | |
| Bank Pictet & Cie (Europe) AG | 0.26% | 0.42% | #11 | $13.4M | 122,139 | $19.6M | 157,250 | -35,111-22.33% | Reduce | |
| TWO SIGMA INVESTMENTS, LP | 0.01% | <0.01% | #44 | $12.9M | 117,548 | $1.1M | 9,200 | +108,348+1,177.70% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #111 | $11.1M | 100,740 | $14.6M | 117,066 | -16,326-13.95% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #84 | $9.8M | 89,518 | $11.9M | 95,142 | -5,624-5.91% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #77 | $9.8M | 89,473 | $16.0M | 128,188 | -38,715-30.20% | Reduce | |
| EP Wealth Advisors, LLC | 0.03% | 0.05% | #30 | $8.7M | 79,628 | $9.9M | 79,475 | +153+0.19% | Add | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #112 | $6.2M | 56,103 | $3.7M | 29,955 | +26,148+87.29% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #51 | $6.0M | 54,329 | $6.9M | 54,925 | -596-1.09% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #118 | $5.9M | 53,941 | $7.9M | 63,411 | -9,470-14.93% | Reduce | |
| Mader & Shannon Wealth Management, Inc. | 2.48% | 2.7% | #1 | $5.3M | 48,339 | $5.8M | 46,648 | +1,691+3.63% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #110 | $5.1M | 46,115 | $7.6M | 61,031 | -14,916-24.44% | Reduce | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #102 | $4.8M | 43,364 | $5.5M | 44,027 | -663-1.51% | Reduce | |
| AMICA MUTUAL INSURANCE CO | 0.37% | 0.46% | #10 | $4.5M | 40,914 | $5.3M | 42,750 | -1,836-4.29% | Reduce | |
| Investors Research Corp | 0.79% | 0.88% | #4 | $4.4M | 40,047 | $4.6M | 36,891 | +3,156+8.55% | Add | |
| UBS Group AG | <0.01% | <0.01% | #115 | $4.3M | 39,247 | $6.2M | 49,892 | -10,645-21.34% | Reduce | |
| CITIGROUP INC | <0.01% | <0.01% | #91 | $3.8M | 34,665 | $263,539 | 2,110 | +32,555+1,542.89% | Add | |
| Mutual Advisors, LLC | 0.06% | 0.08% | #24 | $3.3M | 29,704 | $3.8M | 30,313 | -609-2.01% | Reduce | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | <0.01% | <0.01% | #76 | $3.1M | 28,410 | $5.5M | 44,017 | -15,607-35.46% | Reduce | |
| MARTIN & CO INC /TN/ | 0.39% | 0.48% | #8 | $2.5M | 22,678 | $2.8M | 22,743 | -65-0.29% | Reduce | |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | 0.08% | #25 | $2.5M | 22,460 | $3.0M | 23,929 | -1,469-6.14% | Reduce | |
| JOHNSON INVESTMENT COUNSEL INC | 0.02% | 0.02% | #37 | $2.4M | 21,816 | $2.7M | 21,701 | +115+0.53% | Add | |
| COTTONWOOD CAPITAL ADVISORS, LLC | 1.36% | 1.81% | #2 | $2.3M | 20,565 | $2.6M | 20,592 | -27-0.13% | Reduce | |
| PFG Investments, LLC | 0.08% | — | #20 | $2.1M | 19,021 | $0 | 0 | +19,021 | New Buy | |
| AlphaCore Capital LLC | 0.04% | 0.08% | #28 | $2.1M | 18,728 | $3.2M | 25,801 | -7,073-27.41% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | 0.01% | #60 | $2.0M | 18,401 | $2.4M | 19,532 | -1,131-5.79% | Reduce | |
| FLOW TRADERS U.S. LLC | 0.08% | — | #21 | $1.9M | 17,142 | $0 | 0 | +17,142 | New Buy | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #122 | $1.8M | 16,302 | $7.4M | 59,223 | -42,921-72.47% | Reduce | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #103 | $1.8M | 16,301 | $1.9M | 15,441 | +860+5.57% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #119 | $1.7M | 15,392 | $3.4M | 27,303 | -11,911-43.63% | Reduce | |
| Wealth Management Partners, LLC | 0.38% | 0.55% | #9 | $1.6M | 14,661 | $1.9M | 15,530 | -869-5.60% | Reduce | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #86 | $1.5M | 14,042 | $1.8M | 14,700 | -658-4.48% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #82 | $1.4M | 13,007 | $1.6M | 12,873 | +134+1.04% | Add | |
| Independent Family Office, LLC | 0.56% | 0.66% | #6 | $1.4M | 12,754 | $1.6M | 12,754 | 00.00% | Unchanged | |
| TRUIST FINANCIAL CORP | <0.01% | <0.01% | #83 | $1.4M | 12,462 | $2.0M | 16,352 | -3,890-23.79% | Reduce | |
| Beacon Pointe Advisors, LLC | 0.01% | 0.01% | #55 | $1.4M | 12,389 | $2.1M | 16,687 | -4,298-25.76% | Reduce | |
| CARRET ASSET MANAGEMENT, LLC | 0.12% | 0.17% | #16 | $1.4M | 12,370 | $1.6M | 12,625 | -255-2.02% | Reduce | |
| Tower Research Capital LLC (TRC) | 0.03% | — | #31 | $1.4M | 12,304 | $0 | 0 | +12,304 | New Buy | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #116 | $1.3M | 11,898 | $1.2M | 9,223 | +2,675+29.00% | Add | |
| Mariner, LLC | <0.01% | <0.01% | #89 | $1.3M | 11,666 | $2.8M | 22,127 | -10,461-47.28% | Reduce | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #98 | $1.3M | 11,414 | $2.4M | 18,998 | -7,584-39.92% | Reduce | |
| Audent Global Asset Management, LLC | 1.34% | 1.37% | #3 | $1.2M | 10,951 | $1.4M | 8,989 | +1,962+21.83% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #146 | $1.2M | 10,559 | $1.5M | 11,757 | -1,198-10.19% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #96 | $1.2M | 10,527 | $1.4M | 11,345 | -818-7.21% | Reduce | |
| Enclave Advisors LLC | 0.14% | 0.17% | #15 | $1.1M | 10,190 | $1.3M | 10,191 | -1-0.01% | Reduce | |
| Savvy Advisors, Inc. | 0.02% | 0.03% | #35 | $1.1M | 10,063 | $1.3M | 10,230 | -167-1.63% | Reduce | |
| GTS SECURITIES LLC | 0.02% | — | #36 | $943,659 | 8,592 | $0 | 0 | +8,592 | New Buy | |
| PCG Wealth Advisors, LLC | 0.21% | 0.26% | #13 | $937,502 | 8,536 | $1.0M | 8,183 | +353+4.31% | Add | |
| Stegent Equity Advisors, Inc. | 0.63% | 0.85% | #5 | $873,149 | 7,950 | $999,700 | 8,004 | -54-0.67% | Reduce | |
| Cresset Asset Management, LLC | <0.01% | <0.01% | #71 | $835,125 | 7,604 | $1.1M | 8,859 | -1,255-14.17% | Reduce |