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Disclosery

IEO ISHARES TR

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SHS (fund)

157 managers (157 13F filers) reported a position in IEO shares at 2025-03-31, 2,398,563 shares in all. 11 filers opened a position and 15 filers sold out during the quarter.

Managers
157
13F filers
157
New
11
Added
43
Reduced
53
Sold out
15
Shares held by filers
2,398,563

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY401,103$37.9M<0.01%+17,15513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/146,106$13.8M<0.01%+14,81313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN115,385$10.9M<0.01%-7,27013F-HRTimelineGroup
Altus Wealth Management, LLC113,581$10.7M5.03%+6,07413F-HRTimeline
LPL Financial LLC113,519$10.7M<0.01%+1,63813F-HRTimeline
EP Wealth Advisors, LLC81,537$7.71M0.06%-24213F-HRTimeline
AMICA MUTUAL INSURANCE CO71,219$6.74M0.74%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC69,261$6.55M<0.01%+10,11713F-HRTimelineGroup
UBS Group AGin group UBS Group AG67,483$6.38M<0.01%+5,95613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC57,754$5.46M<0.01%+8,40313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,509$5.44M<0.01%-22,70513F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP55,848$5.28M0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC54,751$5.18M0.01%-2,32113F-HRTimeline
MML INVESTORS SERVICES, LLC49,097$4.64M0.02%-30,99113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,759$4.33M0.01%+13,01813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,214$3.9M<0.01%-89,46813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38,589$3.65M<0.01%+5,55113F-HRTimelineGroup
Mutual Advisors, LLC43,481$3.61M0.1%-3,91313F-HRTimeline
Cambridge Investment Research Advisors,…34,211$3.24M0.01%+22113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC33,281$3.15M0.1%-3513F-HRTimeline
Stegent Equity Advisors, Inc.30,350$2.87M2.91%+4,28413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,234$2.86M0.01%+13,28713F-HR/ATimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd28,968$2.74M0.06%-37113F-HRTimelineGroup
SPC Financial, Inc.28,800$2.72M0.24%-1,17613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,647$2.33M<0.01%-27,10913F-HRTimelineGroup
PCG Wealth Advisors, LLC22,076$2.09M0.73%+5,57713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC21,881$2.07M0.23%-50013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,801$2.06M0.02%-25013F-HRTimeline
MARTIN & CO INC /TN/21,663$2.05M0.4%+17913F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC21,355$2.02M1.48%-36013F-HRTimeline
Investors Research Corp20,810$1.97M0.43%+5,68113F-HRTimeline
Beacon Pointe Advisors, LLC19,768$1.87M0.02%+8713F-HRTimeline
Audent Global Asset Management, LLC18,351$1.74M1.43%-2,77813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,977$1.7M<0.01%-10,48913F-HRTimelineGroup
Wealth Management Partners, LLC16,506$1.56M0.72%+19313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,908$1.5M<0.01%-24413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,706$1.49M<0.01%+4,09013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,310$1.26M<0.01%-1,73113F-HRTimelineGroup
VIAWEALTH, LLC13,079$1.24M0.76%-1,04513F-HRTimeline
Savvy Advisors, Inc.12,301$1.16M0.12%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …12,258$1.16M<0.01%+2,17113F-HRTimelineGroup
Independent Family Office, LLC10,737$1.02M0.53%-6,31913F-HRTimeline
Enclave Advisors LLC10,191$964K0.16%013F-HRTimeline
Cetera Investment Advisers9,954$941K<0.01%-7313F-HRTimeline
Private Advisor Group, LLC9,514$900K0.01%-74613F-HRTimeline
Mezzasalma Advisors, LLC9,385$888K0.31%-22713F-HRTimeline
Creative Planningin group Creative Planning9,117$862K<0.01%+17713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,917$831K<0.01%+2,25313F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,375$792K<0.01%-9,15913F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,320$787K0.01%+3,49013F-HRTimelineGroup
Westmount Partners, LLC8,239$779K0.24%+62213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,488$708K<0.01%013F-HRTimelineGroup
Endowment Wealth Management, Inc.7,436$703K0.45%-8213F-HRTimeline
Tradewinds, LLC.6,690$633K0.18%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,641$628K0.02%-2,51213F-HRTimeline
Mariner, LLCin group Mariner, LLC6,448$610K<0.01%-2,40513F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.6,474$604K0.1%-14013F-HR/ATimeline
Cresset Asset Management, LLC6,028$570K<0.01%+92313F-HRTimeline
Janney Montgomery Scott LLC6,020$569K<0.01%-10413F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX5,788$547K0.15%-1,00813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,778$547K0.02%+62913F-HRTimeline
Sanctuary Advisors, LLC5,383$509K<0.01%+57713F-HRTimeline
Sunbelt Securities, Inc.5,205$492K0.04%-3,09413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,607$436K0.01%-10013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,343$411K<0.01%-1,60313F-HRTimelineGroup
ALTFEST L J & CO INC4,316$408K0.05%-4613F-HRTimeline
Prospera Financial Services Inc4,238$401K0.01%-15613F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,109$389K0.03%-2,60013F-HRTimeline
Alta Wealth Advisors LLC4,060$384K0.18%-15113F-HRTimeline
TD Waterhouse Canada Inc.3,964$377K<0.01%+9913F-HRTimeline
Wilmington Savings Fund Society, FSB3,800$359K0.01%013F-HRTimeline
Poehling Capital Management, INC.3,500$331K0.08%013F-HRTimeline
HighTower Advisors, LLC3,453$327K<0.01%+22413F-HRTimeline
Amica Retiree Medical Trust3,115$295K0.45%-74413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,086$292K0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management3,035$287K<0.01%-2,11613F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co3,005$284K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,937$278K<0.01%+1313F-HRTimeline
Prime Capital Investment Advisors, LLC2,927$277K<0.01%-5213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,750$260K<0.01%-1,05913F-HRTimeline
WHITTIER TRUST CO2,682$254K<0.01%013F-HRTimeline
Atlas Private Wealth Advisors2,600$246K0.03%013F-HRTimeline
First Horizon Advisors, Inc.2,487$235K0.01%+22513F-HRTimeline
PFG Advisors2,325$220K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC2,217$210K0.01%-2213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,213$209K0.02%new13F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC2,192$207K0.07%-1,25113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,110$200K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,050$194K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,963$186K<0.01%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,955$185K<0.01%-4313F-HRTimelineGroup
Nova Wealth Management, Inc.1,852$175K0.15%-3,40313F-HR/ATimeline
City State Bank1,800$170K0.06%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,752$166K0.03%-30013F-HRTimeline
BLAIR WILLIAM & CO/IL1,614$153K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,542$146K<0.01%+36613F-HRTimeline
NewEdge Advisors, LLC1,298$123K<0.01%+36313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,145$108K<0.01%013F-HRTimelineGroup
Red Tortoise LLC1,133$107K0.06%+613F-HRTimeline
Runnymede Capital Advisors, Inc.1,046$98.9K0.09%-7713F-HRTimeline
FMR LLCin group FMR LLC1,038$98.2K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC838$79.3K<0.01%+513F-HRTimeline
HARBOUR INVESTMENTS, INC.825$78K<0.01%013F-HRTimeline
GeoWealth Management, LLC753$71.2K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC700$66.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.628$59K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC592$56K<0.01%+8313F-HRTimeline
Winch Advisory Services, LLC454$43K0.01%+213F-HRTimeline
AE Wealth Management LLC409$38.7K<0.01%+713F-HRTimeline
Anchor Investment Management, LLC404$38.2K<0.01%013F-HRTimeline
Sandy Spring Bank353$33.4K<0.01%-1,15013F-HRTimeline
Federation des caisses Desjardins du Qu…306$28.9K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.360$27K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC273$25.8K<0.01%+113F-HR/ATimeline
BOKF, NAin group BOKF, NA263$24.9K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT250$23.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC246$23K<0.01%-1,87413F-HRTimelineGroup
Breakwater Investment Management226$21.4K0.01%013F-HRTimeline
New England Capital Financial Advisors …225$21.3K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…223$21.1K<0.01%-12,99713F-HRTimelineGroup
Arax Advisory Partners219$20.7K<0.01%new13F-HRTimeline
HOWE & RUSLING INC202$19.1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.200$18.9K0.01%013F-HRTimeline
Bangor Savings Bank181$17.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/176$16.6K<0.01%+10113F-HRTimelineGroup
HighMark Wealth Management LLC175$16.6K0.01%+113F-HRTimeline
Private Wealth Asset Management, LLC175$16.6K<0.01%13F-HRTimeline
Abound Wealth Management158$15K<0.01%013F-HRTimeline
Financial Freedom, LLC157$14.8K0.01%013F-HRTimeline
Larson Financial Group LLC154$14.6K<0.01%+113F-HRTimeline
Avion Wealth150$13K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management127$12K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC127$12K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.111$10.5K<0.01%013F-HRTimeline
COMERICA BANK105$9.93K<0.01%-12313F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…100$9K<0.01%013F-HRTimelineGroup
MAI Capital Management91$8.61K<0.01%013F-HRTimeline
Allworth Financial LP86$7.12K<0.01%-4713F-HRTimeline
CX Institutional70$7K<0.01%-8,78813F-HRTimeline
Physician Wealth Advisors, Inc.71$6.72K<0.01%013F-HRTimeline
Tidemark, LLC70$6.62K<0.01%013F-HRTimeline
GAMMA Investing LLC69$6.53K<0.01%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC63$5.65K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC58$5.44K<0.01%+213F-HRTimeline
GPS Wealth Strategies Group, LLC50$4.73K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC50$4.73K<0.01%013F-HRTimeline
Painted Porch Advisors LLC50$4.73K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC48$4.58K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC41$3.86K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25$2.37K<0.01%new13F-HRTimelineGroup
Running Point Capital Advisors, LLC16$1.52K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.16$1.51K<0.01%013F-HRTimeline
SIGNATUREFD, LLC11$1.03K<0.01%013F-HRTimeline
Activest Wealth Management4$394<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.3$284<0.01%013F-HRTimeline
PFS Partners, LLC2$191<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.