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Disclosery

IEO ISHARES TR

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SHS (fund)

161 managers (162 13F filers) reported a position in IEO shares at 2026-06-30, 2,008,258 shares in all. 14 filers opened a position and 22 filers sold out during the quarter.

Managers
161
13F filers
162
New
14
Added
38
Reduced
59
Sold out
22
Shares held by filers
2,008,258

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY297,508$32.7M<0.01%-11,95613F-HRTimelineGroup
Bank Pictet & Cie (Europe) AG122,139$13.4M0.26%-35,11113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP117,548$12.9M0.01%+108,34813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100,740$11.1M<0.01%-16,32613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89,518$9.83M<0.01%-5,62413F-HRTimelineGroup
LPL Financial LLC89,473$9.83M<0.01%-38,71513F-HRTimeline
EP Wealth Advisors, LLC79,628$8.75M0.03%+15313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,329$5.97M0.01%-59613F-HRTimeline
Mader & Shannon Wealth Management, Inc.48,339$5.31M2.48%+1,69113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,115$5.07M<0.01%-14,91613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,903$4.82M<0.01%+27,94813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC43,364$4.76M<0.01%-66313F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO40,914$4.49M0.37%-1,83613F-HRTimeline
Investors Research Corp40,047$4.4M0.79%+3,15613F-HRTimeline
UBS Group AGgroup of 2 filers holding39,615$4.35M-10,645Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,341$4.32M<0.01%-4,67013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC34,665$3.81M<0.01%+32,55513F-HRTimelineGroup
Mutual Advisors, LLC29,704$3.26M0.06%-60913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …28,410$3.12M<0.01%-15,60713F-HRTimelineGroup
MARTIN & CO INC /TN/22,678$2.49M0.39%-6513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC22,460$2.47M0.05%-1,46913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,816$2.4M0.02%+11513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC20,565$2.26M1.36%-2713F-HRTimeline
PFG Investments, LLC19,021$2.09M0.08%new13F-HRTimeline
AlphaCore Capital LLC18,728$2.06M0.04%-7,07313F-HRTimeline
Cambridge Investment Research Advisors,…18,401$2.02M<0.01%-1,13113F-HR/ATimeline
FLOW TRADERS U.S. LLC17,142$1.88M0.08%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,302$1.79M<0.01%-42,92113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,301$1.79M<0.01%+86013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,392$1.69M<0.01%-11,91113F-HRTimelineGroup
Wealth Management Partners, LLC14,661$1.61M0.38%-86913F-HRTimeline
HighTower Advisors, LLC14,042$1.54M<0.01%-65813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,007$1.43M<0.01%+13413F-HRTimelineGroup
Independent Family Office, LLC12,754$1.4M0.56%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,462$1.37M<0.01%-3,89013F-HRTimelineGroup
Beacon Pointe Advisors, LLC12,389$1.36M0.01%-4,29813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC12,370$1.36M0.12%-25513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,304$1.35M0.03%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,898$1.31M<0.01%+2,67513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,666$1.28M<0.01%-10,46113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,414$1.25M<0.01%-7,58413F-HRTimelineGroup
Audent Global Asset Management, LLC10,951$1.2M1.34%+1,96213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,559$1.17M<0.01%-1,19813F-HRTimelineGroup
Cetera Investment Advisers10,527$1.16M<0.01%-81813F-HRTimeline
Enclave Advisors LLC10,190$1.12M0.15%-113F-HRTimeline
Savvy Advisors, Inc.10,063$1.11M0.02%-16713F-HRTimeline
GTS SECURITIES LLC8,592$944K0.02%new13F-HRTimeline
PCG Wealth Advisors, LLC8,536$938K0.21%+35313F-HRTimeline
Stegent Equity Advisors, Inc.7,950$873K0.63%-5413F-HRTimeline
Cresset Asset Management, LLC7,604$835K<0.01%-1,25513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,349$807K<0.01%+31013F-HRTimelineGroup
Creative Planningin group Creative Planning7,322$804K<0.01%+1,13513F-HRTimelineGroup
Mezzasalma Advisors, LLC6,904$758K0.15%-5413F-HRTimeline
Steward Partners Investment Advisory, L…6,671$733K<0.01%-4013F-HRTimeline
RiverFront Investment Group, LLC6,491$713K0.01%-88613F-HRTimeline
Qube Research & Technologies Ltd6,477$711K<0.01%+3,46013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,349$697K<0.01%new13F-HRTimelineGroup
Endowment Wealth Management, Inc.5,996$659K0.25%+2913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,801$637K<0.01%new13F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.5,793$636K0.09%-12513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,307$583K<0.01%-4,24913F-HRTimelineGroup
Regatta Research & Money Management5,093$559K0.53%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,000$549K0.01%+9713F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,893$537K0.03%013F-HRTimeline
Sanctuary Advisors, LLC4,784$525K<0.01%+1,00213F-HRTimeline
Betterment LLC4,358$479K<0.01%+1,76313F-HRTimeline
MML INVESTORS SERVICES, LLC4,310$473K<0.01%-41813F-HRTimeline
TD Waterhouse Canada Inc.4,309$473K<0.01%+6613F-HRTimeline
Westmount Partners, LLC4,263$468K0.1%+2013F-HRTimeline
ALTFEST L J & CO INC4,235$465K0.05%+913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,054$445K<0.01%-2,06213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,966$436K<0.01%-1,63413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,938$433K<0.01%+1,40913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…3,732$410K<0.01%-35013F-HRTimelineGroup
Poehling Capital Management, INC.3,500$384K0.08%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,354$368K<0.01%+80213F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co3,005$330K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,963$325K<0.01%+1213F-HR/ATimeline
CYPRESS ASSET MANAGEMENT INC/TX2,953$324K0.06%013F-HRTimeline
&PARTNERS2,782$305K<0.01%-23813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,573$283K<0.01%-6,40113F-HRTimelineGroup
Ignite Planners, LLC2,225$244K0.03%+70913F-HRTimeline
Koshinski Asset Management, Inc.2,209$243K0.01%-16013F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,192$241K0.06%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,086$229K<0.01%-2413F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,069$227K<0.01%+50713F-HRTimelineGroup
Sowell Financial Services LLC1,995$219K0.01%+3513F-HRTimeline
Avior Wealth Management, LLC1,981$218K0.01%-18513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,963$216K<0.01%013F-HRTimeline
ANCHYRA PARTNERS LLC1,825$200K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,706$187K<0.01%+113F-HRTimeline
one8zero8, LLC1,400$154K0.03%-2713F-HRTimeline
FIRST HORIZON CORP1,362$150K0.01%-1,12513F-HRTimeline
FMR LLCin group FMR LLC1,275$140K<0.01%+16613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,017$112K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…940$103K0.01%+8713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC868$95.3K<0.01%-15213F-HRTimelineGroup
CX Institutional854$94K<0.01%-66013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC800$87.9K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC685$84.2K0.01%13F-HRTimeline
Parallel Advisors, LLC736$80.8K<0.01%+68613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC700$78.7K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL712$78.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…600$65.9K<0.01%-2,68213F-HRTimelineGroup
Global Retirement Partners, LLC586$64.3K<0.01%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.526$57.8K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.500$54.9K<0.01%013F-HRTimeline
NewEdge Advisors, LLC408$44.8K<0.01%-50,75413F-HRTimeline
Winch Advisory Services, LLC372$40.8K0.01%+213F-HRTimeline
RMG Wealth Management LLC300$38.7K<0.01%013F-HRTimeline
Hilltop National Bank315$34.6K0.01%013F-HRTimeline
Highland Investment Advisors LLC309$33.9K0.01%13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …289$31.7K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC283$31.1K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/275$30.2K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC273$30K<0.01%-413F-HRTimeline
KERR FINANCIAL PLANNING Corp245$26.8K0.03%+113F-HRTimeline
Commonwealth Retirement Investments LLC238$26.1K0.01%new13F-HRTimeline
New England Capital Financial Advisors …225$24.7K0.01%013F-HRTimeline
Arax Advisory Partners222$24.4K<0.01%+313F-HRTimeline
AE Wealth Management LLC217$23.8K<0.01%+813F-HRTimeline
WHITTIER TRUST CO203$22.4K<0.01%013F-HRTimeline
HOWE & RUSLING INC202$22.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.201$22.1K<0.01%-52413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.200$22K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC200$22K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.177$19.4K0.01%+113F-HRTimeline
GW&K Investment Management, LLC167$18K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC159$17.4K0.01%+113F-HRTimeline
Larson Financial Group LLC158$17.4K<0.01%013F-HRTimeline
Abound Wealth Management158$17.4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp154$16.9K<0.01%013F-HRTimelineGroup
Atomic Invest LLC151$16.7K<0.01%-8513F-HRTimeline
Avion Wealth150$16K<0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC135$14.8K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.130$14.3K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management104$11.4K<0.01%-2313F-HRTimelineGroup
Roxbury Financial LLC102$11.2K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.100$11K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
THURSTON, SPRINGER, MILLER, HERD & TITA…100$11K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC100$11K<0.01%-27713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS82$8.92K<0.01%new13F-HRTimeline
IFP Advisors, Inc80$8.79K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.71$7.8K<0.01%013F-HRTimeline
Tidemark, LLC70$7.69K<0.01%013F-HRTimeline
GAMMA Investing LLC69$7.58K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.67$7.36K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC57$6.26K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC51$5.6K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…50$5.49K<0.01%-7413F-HRTimelineGroup
PRIVATE TRUST CO NA50$5.49K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC42$4.61K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC39$4.27K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC35$3.84K<0.01%013F-HRTimelineGroup
Morse Asset Management, Inc22$2.42K<0.01%013F-HRTimeline
Integrity Financial Corp /WA20$2.2K<0.01%new13F-HRTimeline
MCF Advisors LLC19$2.09K<0.01%013F-HRTimeline
SIGNATUREFD, LLC11$1.2K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK10$1.1K<0.01%013F-HRTimelineGroup
ALERUS FINANCIAL NA7$769<0.01%013F-HRTimeline
PFS Partners, LLC2$228<0.01%013F-HRTimeline