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Disclosery

IEO ISHARES TR

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SHS (fund)

155 managers (155 13F filers) reported a position in IEO shares at 2025-06-30, 2,068,297 shares in all. 20 filers opened a position and 25 filers sold out during the quarter.

Managers
155
13F filers
155
New
20
Added
36
Reduced
57
Sold out
25
Shares held by filers
2,068,297

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY356,005$31.5M<0.01%-45,09813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/141,454$12.5M<0.01%-4,65213F-HRTimelineGroup
LPL Financial LLC101,456$8.99M<0.01%-12,06313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN98,025$8.69M<0.01%-17,36013F-HRTimelineGroup
EP Wealth Advisors, LLC82,255$7.29M0.05%+71813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC70,032$6.2M<0.01%+77113F-HRTimelineGroup
UBS Group AGin group UBS Group AG60,392$5.35M<0.01%-7,09113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,222$4.8M<0.01%-3,53213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,097$4.7M0.01%-1,65413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,322$4.64M<0.01%+34,34513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.43M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC47,903$4.24M0.01%-1,19413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,892$4.07M<0.01%-11,61713F-HR/ATimelineGroup
AMICA MUTUAL INSURANCE CO42,750$3.79M0.37%-28,46913F-HRTimeline
Mutual Advisors, LLC38,631$3.47M0.09%-4,85013F-HRTimeline
Stegent Equity Advisors, Inc.36,875$3.27M2.89%+6,52513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,942$3.1M<0.01%-6,27213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,836$2.91M<0.01%-5,75313F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC27,390$2.43M0.07%-5,89113F-HRTimeline
SPC Financial, Inc.27,112$2.4M0.2%-1,68813F-HRTimeline
Investors Research Corp25,723$2.28M0.45%+4,91313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …24,252$2.15M<0.01%+11,99413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,054$1.95M<0.01%+8,74413F-HR/ATimelineGroup
JOHNSON INVESTMENT COUNSEL INC21,801$1.93M0.02%013F-HRTimeline
MARTIN & CO INC /TN/21,463$1.9M0.35%-20013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC20,854$1.85M1.24%-50113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC20,731$1.84M0.2%-1,15013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,971$1.77M<0.01%-4,67613F-HRTimelineGroup
Beacon Pointe Advisors, LLC18,530$1.64M0.02%-1,23813F-HRTimeline
Audent Global Asset Management, LLC18,356$1.63M1.16%+513F-HRTimeline
Cambridge Investment Research Advisors,…18,065$1.6M<0.01%-16,14613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,483$1.46M<0.01%+57513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,261$1.44M0.04%+16,03813F-HRTimelineGroup
Wealth Management Partners, LLC15,881$1.43M0.51%-62513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,328$1.36M<0.01%-30,43113F-HRTimelineGroup
Arete Wealth Advisors, LLC14,135$1.25M0.09%new13F-HRTimeline
Independent Family Office, LLC13,297$1.18M0.55%+2,56013F-HRTimeline
Savvy Advisors, Inc.12,186$1.08M0.07%-11513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,551$935K<0.01%-5,15513F-HRTimelineGroup
PCG Wealth Advisors, LLC10,549$935K0.48%-11,52713F-HRTimeline
Cetera Investment Advisers10,359$918K<0.01%+40513F-HRTimeline
Enclave Advisors LLC10,191$903K0.15%013F-HRTimeline
Private Advisor Group, LLC9,412$834K<0.01%-10213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,131$815K<0.01%+21413F-HRTimelineGroup
Mezzasalma Advisors, LLC9,094$806K0.24%-29113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,769$777K0.01%+44913F-HRTimelineGroup
Sunbelt Securities, Inc.8,299$744K0.07%+3,09413F-HRTimeline
Westmount Partners, LLC8,285$734K0.2%+4613F-HRTimeline
VIAWEALTH, LLC8,136$721K0.43%-4,94313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,488$663K<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,478$663K<0.01%-89713F-HRTimelineGroup
Endowment Wealth Management, Inc.7,332$650K0.33%-10413F-HRTimeline
Creative Planningin group Creative Planning7,209$639K<0.01%-1,90813F-HRTimelineGroup
RiverFront Investment Group, LLC7,066$626K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.6,653$589K0.01%+1213F-HRTimeline
Mraz, Amerine & Associates, Inc.6,591$584K0.09%+11713F-HRTimeline
Mariner, LLCin group Mariner, LLC6,479$574K<0.01%+3113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,369$564K<0.01%-23,86513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,883$521K0.01%+10513F-HRTimeline
Janney Montgomery Scott LLC5,465$484K<0.01%-55513F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX5,188$460K0.11%-60013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,663$413K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB4,600$408K0.01%+80013F-HRTimeline
Sanctuary Advisors, LLC4,588$406K<0.01%-79513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,382$388K0.01%-22513F-HRTimelineGroup
ALTFEST L J & CO INC4,327$383K0.05%+1113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,299$381K<0.01%-4413F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC4,109$364K0.02%013F-HRTimeline
Cresset Asset Management, LLC4,080$361K<0.01%-1,94813F-HR/ATimeline
HighTower Advisors, LLC4,021$356K<0.01%+56813F-HRTimeline
TD Waterhouse Canada Inc.3,964$351K<0.01%013F-HRTimeline
Poehling Capital Management, INC.3,500$310K0.07%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,005$266K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,950$261K<0.01%+1313F-HRTimeline
Vanguard Capital Wealth Advisors2,914$258K0.26%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AVANTAX ADVISORY SERVICES, INC.2,741$243K<0.01%-913F-HRTimeline
WHITTIER TRUST CO2,682$238K<0.01%013F-HRTimeline
Prospera Financial Services Inc2,675$237K<0.01%-1,56313F-HRTimeline
First Horizon Advisors, Inc.2,487$220K0.01%013F-HRTimeline
Amica Retiree Medical Trust2,195$194K0.28%-92013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,110$187K<0.01%013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,005$178K<0.01%+5013F-HRTimelineGroup
Global Retirement Partners, LLC1,597$142K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,550$137K0.01%-50013F-HRTimeline
FMR LLCin group FMR LLC1,439$127K<0.01%+40113F-HRTimelineGroup
NewEdge Advisors, LLC1,321$117K<0.01%+2313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,250$111K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,145$101K<0.01%013F-HRTimelineGroup
Red Tortoise LLC1,139$101K0.05%+613F-HRTimeline
Steward Partners Investment Advisory, L…1,136$101K<0.01%-40613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/917$81.2K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL914$81K<0.01%-70013F-HRTimeline
LANARK FINANCIAL, INC.783$69K0.01%+15513F-HRTimeline
HARBOUR INVESTMENTS, INC.725$64.3K<0.01%-10013F-HRTimeline
CX Institutional707$63K<0.01%+63713F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC700$62K<0.01%013F-HRTimeline
GeoWealth Management, LLC695$61.6K<0.01%-5813F-HRTimeline
Strategic Wealth Partners, Ltd.500$44.3K<0.01%13F-HRTimeline
Winch Advisory Services, LLC457$40.5K0.01%+313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC422$37K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC404$35.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC380$33.7K<0.01%-45813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.360$31.9K<0.01%013F-HRTimelineGroup
Hilltop National Bank315$27.9K0.01%13F-HRTimeline
RMG Wealth Management LLC300$27.2K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC306$27K<0.01%+6013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…278$24.6K<0.01%new13F-HRTimelineGroup
Providence Capital Advisors, LLC275$24.4K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA263$23.3K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…235$20.8K<0.01%-1,51713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC227$20.1K<0.01%-36513F-HRTimeline
New England Capital Financial Advisors …225$19.9K0.01%013F-HRTimeline
Arax Advisory Partners219$19.4K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.210$18.6K0.01%-1,64213F-HRTimeline
HOWE & RUSLING INC202$17.9K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.200$17.7K0.01%013F-HRTimeline
Golden State Wealth Management, LLC200$17.7K<0.01%-7313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.187$16.6K<0.01%+7613F-HRTimeline
HighMark Wealth Management LLC176$15.6K0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/176$15.6K<0.01%013F-HR/ATimelineGroup
Private Wealth Asset Management, LLC175$15.5K<0.01%013F-HRTimeline
Abound Wealth Management158$14K<0.01%013F-HRTimeline
Financial Freedom, LLC157$13.9K0.01%013F-HRTimeline
Larson Financial Group LLC155$13.7K<0.01%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp153$13.6K<0.01%new13F-HRTimelineGroup
Avion Wealth150$13K<0.01%013F-HR/ATimeline
Briaud Financial Planning Inc145$12K<0.01%new13F-HRTimeline
AE Wealth Management LLC133$11.8K<0.01%-27613F-HRTimeline
Aptus Capital Advisors, LLC127$11.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management125$11.1K<0.01%-213F-HRTimelineGroup
SIMPLEX TRADING, LLC125$11K<0.01%new13F-HRTimeline
COMERICA BANK105$9.3K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…100$9K<0.01%013F-HRTimelineGroup
MAI Capital Management81$7.18K<0.01%-1013F-HRTimeline
Physician Wealth Advisors, Inc.71$6.29K<0.01%013F-HRTimeline
Tidemark, LLC70$6.2K<0.01%013F-HRTimeline
GAMMA Investing LLC69$6.11K<0.01%013F-HRTimeline
CoreCap Advisors, LLC56$5.04K<0.01%-213F-HRTimeline
PRIVATE TRUST CO NA50$4.43K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC50$4.43K<0.01%013F-HRTimeline
Painted Porch Advisors LLC50$4.43K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC49$4.31K<0.01%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners46$4.08K<0.01%new13F-HRTimelineGroup
Cedar Mountain Advisors, LLC41$3.63K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.25$2.21K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC16$1.43K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.16$1.42K<0.01%013F-HRTimeline
SIGNATUREFD, LLC11$963<0.01%013F-HRTimeline
ALERUS FINANCIAL NA7$620<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6$532<0.01%new13F-HRTimelineGroup
PFS Partners, LLC2$180<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$89<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1$89<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.
Activest Wealth Management0$00%-413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.