Skip to content
Disclosery

IEO ISHARES TR

Follow

SHS (fund)

162 managers (162 13F filers) reported a position in IEO shares at 2024-12-31, 2,506,523 shares in all. 15 filers opened a position and 25 filers sold out during the quarter.

Managers
162
13F filers
162
New
15
Added
51
Reduced
47
Sold out
25
Shares held by filers
2,506,523

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY383,948$34.4M<0.01%-18,13113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/131,293$11.8M<0.01%+4,03813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC130,682$11.7M<0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN122,655$11M<0.01%+2,60613F-HRTimelineGroup
LPL Financial LLC111,881$10M<0.01%-45713F-HRTimeline
Altus Wealth Management, LLC107,507$9.64M4.31%+3,64813F-HRTimeline
EP Wealth Advisors, LLC81,779$7.33M0.06%-2,31313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,214$7.19M<0.01%+15,34013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC80,088$7.18M0.02%+2,80613F-HRTimeline
AMICA MUTUAL INSURANCE CO71,219$6.38M0.65%013F-HRTimeline
UBS Group AGin group UBS Group AG61,527$5.51M<0.01%-5,10713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,144$5.3M<0.01%-11,07513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC57,072$5.12M0.01%-3,96113F-HRTimeline
Mutual Advisors, LLC47,394$4.7M0.14%+2,56513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,756$4.64M<0.01%+29313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC49,351$4.42M<0.01%-10,42013F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,990$3.05M0.01%+4,46813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC33,316$2.99M0.09%+9613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,038$2.96M<0.01%+1,27213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,741$2.93M<0.01%new13F-HRTimelineGroup
SPC Financial, Inc.29,976$2.69M0.23%+20113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd29,339$2.63M0.05%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,466$2.55M<0.01%+12,33113F-HRTimelineGroup
Stegent Equity Advisors, Inc.26,066$2.34M2.37%+5,99713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC22,381$2.01M0.22%-75013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,051$1.98M0.02%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC21,715$1.95M1.4%-1,17213F-HRTimeline
MARTIN & CO INC /TN/21,484$1.93M0.48%-1,01013F-HRTimeline
Audent Global Asset Management, LLC21,129$1.89M1.23%+9,37613F-HRTimeline
Beacon Pointe Advisors, LLC19,681$1.76M0.02%+5013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,534$1.57M<0.01%-110,66413F-HRTimelineGroup
Independent Family Office, LLC17,056$1.53M0.79%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,947$1.52M<0.01%+1,01313F-HRTimelineGroup
PCG Wealth Advisors, LLC16,499$1.48M0.55%+2,52913F-HRTimeline
Wealth Management Partners, LLC16,313$1.46M0.63%+2,25813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,152$1.45M<0.01%-13913F-HRTimelineGroup
Investors Research Corp15,129$1.36M0.3%+4,38013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,041$1.35M<0.01%-4,22613F-HR/ATimelineGroup
VIAWEALTH, LLC14,124$1.27M0.76%-1,16213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,220$1.18M0.02%+6,40113F-HRTimelineGroup
D.A. DAVIDSON & CO.12,816$1.15M0.01%-15,64313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,616$1.04M<0.01%-4,86613F-HRTimelineGroup
Private Advisor Group, LLC10,260$920K0.01%-23313F-HRTimeline
Enclave Advisors LLC10,191$913K0.15%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …10,087$904K<0.01%+3,94313F-HRTimelineGroup
Cetera Investment Advisers10,027$899K<0.01%-3,85113F-HRTimeline
Mezzasalma Advisors, LLC9,612$862K0.28%-2,00813F-HRTimeline
J.W. COLE ADVISORS, INC.9,153$820K0.03%+45313F-HRTimeline
Creative Planningin group Creative Planning8,940$801K<0.01%-32513F-HRTimelineGroup
CX Institutional8,858$794K0.03%+5,04313F-HRTimeline
Mariner, LLCin group Mariner, LLC8,853$794K<0.01%+17613F-HRTimelineGroup
Sunbelt Securities, Inc.8,299$733K0.06%+4,65113F-HRTimeline
Westmount Partners, LLC7,617$683K0.21%+4713F-HRTimeline
Endowment Wealth Management, Inc.7,518$674K0.45%+46513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,488$671K<0.01%new13F-HRTimelineGroup
Tradewinds, LLC.6,690$649K0.18%-12,67413F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX6,796$624K0.16%-1,55413F-HRTimeline
Canal Capital Management, LLC6,842$613K0.1%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,709$601K0.04%-1,37913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,664$597K<0.01%+3,71113F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.6,614$593K0.11%-28213F-HR/ATimeline
Janney Montgomery Scott LLC6,124$549K<0.01%-50313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,946$533K<0.01%+26313F-HRTimelineGroup
Advisory Services Network, LLC5,456$489K0.01%+1,95813F-HRTimeline
Nova Wealth Management, Inc.5,255$471K0.41%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,151$462K0.01%-10,62913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,149$461K0.02%+1,14113F-HRTimeline
Cresset Asset Management, LLC5,105$458K<0.01%+1913F-HRTimeline
Sanctuary Advisors, LLC4,806$455K<0.01%-71513F-HRTimeline
MEDICI CAPITAL LLC4,970$445K0.57%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,830$433K<0.01%-5,87713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…4,707$422K0.01%-1,18513F-HRTimelineGroup
Prospera Financial Services Inc4,394$394K0.01%+1,91113F-HRTimeline
ALTFEST L J & CO INC4,362$391K0.05%-13413F-HRTimeline
Sigma Planning Corp4,273$383K0.01%+9913F-HRTimeline
Alta Wealth Advisors LLC4,211$377K0.17%-34613F-HRTimeline
TD Waterhouse Canada Inc.3,865$346K<0.01%+16313F-HRTimeline
Amica Retiree Medical Trust3,859$346K0.33%-33413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,809$341K<0.01%-2,16313F-HRTimeline
Wilmington Savings Fund Society, FSB3,800$341K0.01%013F-HRTimeline
Poehling Capital Management, INC.3,500$314K0.08%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC3,443$309K0.11%-1,00213F-HRTimeline
HighTower Advisors, LLC3,229$289K<0.01%+513F-HRTimeline
SCOTIA CAPITAL INC.3,080$276K<0.01%+34613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,005$269K<0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,979$267K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,924$262K<0.01%+1413F-HRTimeline
WHITTIER TRUST CO2,682$240K<0.01%013F-HRTimeline
Atlas Private Wealth Advisors2,600$233K0.03%-30013F-HRTimeline
Global Retirement Partners, LLC2,595$233K0.01%+1,85913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,400$215K<0.01%-4,60013F-HRTimeline
First Horizon Advisors, Inc.2,262$203K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC2,239$201K0.01%-13813F-HRTimeline
CWM, LLCin group CWM, LLC2,120$190K<0.01%+1,82413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,110$189K<0.01%-5,35813F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…2,052$184K0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,050$184K0.02%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,998$179K<0.01%-2513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,937$174K0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC1,825$164K0.01%013F-HRTimeline
City State Bank1,800$161K0.06%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,614$145K<0.01%+86913F-HRTimeline
Sandy Spring Bank1,503$135K0.01%+3013F-HRTimeline
Steward Partners Investment Advisory, L…1,176$105K<0.01%+20013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,145$103K<0.01%-4013F-HRTimelineGroup
Red Tortoise LLC1,127$101K0.05%+613F-HRTimeline
Runnymede Capital Advisors, Inc.1,123$101K0.09%13F-HRTimeline
FMR LLCin group FMR LLC1,038$93K<0.01%+6313F-HRTimelineGroup
NewEdge Advisors, LLC935$83.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC833$74.7K<0.01%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.825$73.9K<0.01%-26113F-HRTimeline
GeoWealth Management, LLC752$67.4K<0.01%+713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC700$62.7K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…692$61.1K<0.01%-1013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC509$45.6K<0.01%+48313F-HRTimeline
Winch Advisory Services, LLC452$40.5K0.01%+313F-HRTimeline
Anchor Investment Management, LLC404$36.2K<0.01%013F-HRTimeline
AE Wealth Management LLC402$36K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.360$33.6K<0.01%013F-HRTimelineGroup
Hilltop National Bank315$28.2K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…306$27.4K<0.01%new13F-HRTimeline
IFP Advisors, Inc280$25.1K<0.01%+3013F-HRTimeline
BOKF, NAin group BOKF, NA263$24.8K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC272$24.5K<0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT250$22.4K<0.01%013F-HRTimeline
COMERICA BANK228$20.4K<0.01%013F-HR/ATimeline
Breakwater Investment Management226$20.3K0.01%013F-HR/ATimeline
New England Capital Financial Advisors …225$20.2K0.01%013F-HRTimeline
HOWE & RUSLING INC202$18.1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.200$17.9K0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD189$16.9K0.01%+113F-HRTimeline
Bangor Savings Bank181$16.2K<0.01%013F-HRTimeline
HighMark Wealth Management LLC174$15.6K0.01%013F-HRTimeline
Abound Wealth Management158$14.2K<0.01%013F-HRTimeline
Financial Freedom, LLC157$14.1K0.01%013F-HRTimeline
Larson Financial Group LLC153$13.7K<0.01%013F-HRTimeline
Avion Wealth150$13K<0.01%013F-HRTimeline
Allworth Financial LP133$12.9K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC127$11.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management127$11.3K<0.01%-10813F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.111$9.95K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC109$9K<0.01%-6113F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…100$9K<0.01%013F-HRTimelineGroup
MAI Capital Management91$8.16K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/75$6.72K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.71$6.36K<0.01%new13F-HRTimeline
Tidemark, LLC70$6.27K<0.01%013F-HRTimeline
GAMMA Investing LLC69$6.18K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC63$5.65K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC56$5.04K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC50$4.48K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC50$4.48K<0.01%13F-HRTimeline
Painted Porch Advisors LLC50$4.48K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC49$4.33K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC48$4.31K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC41$3.64K<0.01%-21613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30$2.69K<0.01%-2013F-HRTimelineGroup
Geneos Wealth Management Inc.16$1.43K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC11$973<0.01%013F-HRTimeline
Activest Wealth Management4$372<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.3$266<0.01%-14913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.