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The company

iShares U.S. Oil Equipment & Services ETF

IEZ · NYSE Arca · fund

IEZ stood above a rising 150-day average in 41 of the last 52 weekly readings, and has been out of that trend for the last 6 weeks. It is 9.6% below that average now.

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 6
Officials’ trades on record
2
Institutions holding
89 (+4)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 41 of 52 weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$1Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

2 disclosed lines: House 2, Senate 0, executive 0; 2 people.

WhoDidAmountTraded
Thomas J. Rooney House: U.S. House ClerkFL17bought$15k–$50k21 Nov 2018filed 12 Dec 2018
J. French Hill House: U.S. House ClerkAR02bought$15k–$50k31 May 2016filed 12 Jul 2016

Insiders

Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders89+4 on the quarter
New · exited26 · 23
Reported value$244.6M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Phoenix Financial Ltd.new · filed 11 Aug 20264,991,000$134.3M+4,991,000
MORGAN STANLEYreduced · filed 13 Aug 2026825,002$22.2M-185,115−18.3%
LPL Financial LLCadded · filed 7 Aug 2026294,731$7.9M+171,974+140.1%
WELLS FARGO & COMPANYreduced · filed 14 Aug 2026228,015$6.1M-198,342−46.5%
BANK OF AMERICA CORPreduced · filed 14 Aug 2026219,917$5.9M-280,589−56.1%
ROYAL BANK OF CANADAreduced · filed 14 Aug 2026188,491$5.1M-330,857−63.7%
TWO SIGMA INVESTMENTS, LPnew · filed 14 Aug 2026177,300$4.8M+177,300
COMMONWEALTH EQUITY SERVICES, LLCreduced · filed 29 Jul 2026172,231$4.6M-2,723−1.6%
Van Cleef Asset Management,Increduced · filed 3 Aug 2026171,126$4.6M-2,595−1.5%
Advisory Services Network, LLCreduced · filed 12 Aug 2026161,479$4.3M-341,221−67.9%
31 Mar 2023 – 30 Jun 2026
567288Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Thomas J. Rooney HouseFL17 · last 21 Nov 20181 · 0
J. French Hill HouseAR02 · last 31 May 20161 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.