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Disclosery

IEO ISHARES TR

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SHS (fund)

151 managers (151 13F filers) reported a position in IEO shares at 2025-09-30, 1,929,551 shares in all. 17 filers opened a position and 19 filers sold out during the quarter.

Managers
151
13F filers
151
New
17
Added
33
Reduced
57
Sold out
19
Shares held by filers
1,929,551

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY342,091$31.7M<0.01%-13,91413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/146,567$13.6M<0.01%+5,11313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN112,147$10.4M<0.01%+14,12213F-HRTimelineGroup
LPL Financial LLC100,864$9.34M<0.01%-59213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP63,748$5.9M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC55,738$5.16M<0.01%-14,29413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,163$5.02M<0.01%-5913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC50,960$4.72M0.01%-2,13713F-HRTimeline
MML INVESTORS SERVICES, LLC49,360$4.57M0.01%+1,45713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,631$4.41M<0.01%+1,73913F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO42,750$3.96M0.36%013F-HRTimeline
UBS Group AGin group UBS Group AG40,044$3.71M<0.01%-20,34813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,606$3.48M0.01%+22,27813F-HRTimelineGroup
Stegent Equity Advisors, Inc.36,242$3.36M2.73%-63313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,366$3.27M<0.01%+42413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34,893$3.23M<0.01%+2,05713F-HRTimelineGroup
Mutual Advisors, LLC33,597$3.05M0.07%-5,03413F-HRTimeline
Investors Research Corp29,132$2.7M0.5%+3,40913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,820$2.58M<0.01%-24,50213F-HRTimelineGroup
SPC Financial, Inc.27,001$2.5M0.2%-11113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC26,878$2.49M0.06%-51213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,701$2.01M0.02%-10013F-HRTimeline
MARTIN & CO INC /TN/21,679$2.01M0.36%+21613F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC20,786$1.92M1.4%-6813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,492$1.92M<0.01%-1,56213F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC20,556$1.9M0.19%-17513F-HRTimeline
Audent Global Asset Management, LLC19,498$1.81M1.31%+1,14213F-HRTimeline
Arete Wealth Advisors, LLC18,072$1.67M0.1%+3,93713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,996$1.67M<0.01%-1,97513F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …17,255$1.6M<0.01%-6,99713F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,137$1.59M<0.01%-92813F-HRTimeline
Wealth Management Partners, LLC15,933$1.48M0.47%+5213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,882$1.47M<0.01%-60113F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,683$1.27M0.01%-4,84713F-HRTimeline
Independent Family Office, LLC12,754$1.18M0.5%-54313F-HRTimeline
Cetera Investment Advisers12,504$1.16M<0.01%+2,14513F-HRTimeline
Savvy Advisors, Inc.11,291$1.05M0.05%-89513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,757$996K<0.01%+20613F-HR/ATimelineGroup
PCG Wealth Advisors, LLC10,344$958K0.28%-20513F-HRTimeline
Enclave Advisors LLC10,191$944K0.14%013F-HRTimeline
Mezzasalma Advisors, LLC9,066$840K0.21%-2813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,474$785K<0.01%new13F-HRTimelineGroup
Westmount Partners, LLC8,344$780K0.2%+5913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,177$757K0.02%-8,08413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,428$711K<0.01%-1,70313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,644$708K<0.01%+16613F-HRTimelineGroup
Endowment Wealth Management, Inc.7,602$704K0.32%+27013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,389$684K0.01%-1,38013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,039$652K<0.01%-44913F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.6,530$605K0.09%-6113F-HRTimeline
Mariner, LLCin group Mariner, LLC6,419$594K<0.01%-6013F-HRTimelineGroup
Creative Planningin group Creative Planning6,164$571K<0.01%-1,04513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,100$565K0.01%-55313F-HRTimeline
Private Advisor Group, LLC6,091$564K<0.01%-3,32113F-HRTimeline
Tradewinds, LLC.5,465$506K0.12%new13F-HRTimeline
Janney Montgomery Scott LLC5,399$500K<0.01%-6613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,397$500K0.01%-48613F-HRTimeline
RiverFront Investment Group, LLC5,392$499K0.01%-1,67413F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX5,078$470K0.11%-11013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,893$453K0.03%+78413F-HRTimeline
VIAWEALTH, LLC4,877$452K0.25%-3,25913F-HRTimeline
HighTower Advisors, LLC4,564$423K<0.01%+54313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,382$406K0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC4,334$401K<0.01%+25413F-HR/ATimeline
ALTFEST L J & CO INC4,284$397K0.04%-4313F-HRTimeline
TD Waterhouse Canada Inc.4,178$391K<0.01%+21413F-HRTimeline
Sanctuary Advisors, LLC4,176$387K<0.01%-41213F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,107$380K<0.01%-19213F-HRTimelineGroup
SIMPLEX TRADING, LLC4,029$373K0.01%+3,90413F-HRTimeline
Poehling Capital Management, INC.3,500$324K0.07%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,005$278K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,963$274K<0.01%+1313F-HRTimeline
PFG Advisors2,645$245K0.01%new13F-HRTimeline
FIRST HORIZON CORP2,487$230K0.01%13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd2,276$211K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.2,199$204K0.01%new13F-HRTimeline
Amica Retiree Medical Trust2,195$203K0.28%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,192$203K0.06%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,110$195K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd2,080$193K<0.01%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,990$184K<0.01%-1513F-HRTimelineGroup
Sunbelt Securities, Inc.1,852$172K0.01%-6,44713F-HRTimeline
one8zero8, LLC1,427$132K0.03%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,300$120K0.01%-25013F-HRTimeline
FMR LLCin group FMR LLC1,183$110K<0.01%-25613F-HRTimelineGroup
Red Tortoise LLC1,146$106K0.05%+713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,145$106K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,136$105K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,098$102K<0.01%-49913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,017$94.2K<0.01%+10013F-HRTimelineGroup
NewEdge Advisors, LLC983$91K<0.01%-33813F-HRTimeline
BLAIR WILLIAM & CO/IL911$84.4K<0.01%-313F-HRTimeline
LANARK FINANCIAL, INC.728$67.4K0.01%-5513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC700$64.8K<0.01%013F-HRTimeline
CX Institutional600$56K<0.01%-10713F-HRTimeline
B. Riley Wealth Advisors, Inc.500$46.3K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.500$46.3K<0.01%013F-HRTimeline
Winch Advisory Services, LLC460$42.6K0.01%+313F-HRTimeline
Anchor Investment Management, LLC404$37.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC382$35.4K<0.01%+213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.360$33.3K<0.01%013F-HRTimelineGroup
Hilltop National Bank315$29.2K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC306$28K<0.01%013F-HRTimelineGroup
MAI Capital Management291$26.9K<0.01%+21013F-HRTimeline
RMG Wealth Management LLC300$26.4K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC275$25.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC274$25.4K<0.01%+4713F-HRTimeline
KERR FINANCIAL PLANNING Corp242$22.7K0.03%13F-HR/ATimeline
New England Capital Financial Advisors …225$20.8K0.01%013F-HRTimeline
WHITTIER TRUST CO203$18.8K<0.01%-2,47913F-HRTimeline
HOWE & RUSLING INC202$18.7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$18.5K0.04%-3513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.200$18.5K0.01%013F-HRTimeline
Golden State Wealth Management, LLC200$18.5K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.187$17.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.176$16.3K<0.01%-54913F-HRTimeline
Abound Wealth Management158$14.7K<0.01%013F-HRTimeline
HighMark Wealth Management LLC156$14.5K0.01%-2013F-HRTimeline
Larson Financial Group LLC156$14.4K<0.01%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp154$14.2K<0.01%+113F-HRTimelineGroup
Avion Wealth150$13K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.130$12K0.01%-8013F-HRTimeline
Aptus Capital Advisors, LLC127$11.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management125$11.6K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/125$11.6K<0.01%-5113F-HRTimelineGroup
Advisory Services Network, LLC114$10.5K<0.01%new13F-HRTimeline
COMERICA BANK105$9.72K<0.01%013F-HRTimeline
Roxbury Financial LLC101$9.32K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.71$6.58K<0.01%013F-HRTimeline
Tidemark, LLC70$6.48K<0.01%013F-HRTimeline
GAMMA Investing LLC69$6.39K<0.01%013F-HRTimeline
CoreCap Advisors, LLC57$5.3K<0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…50$4.63K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA50$4.63K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC50$4.63K<0.01%013F-HRTimeline
Painted Porch Advisors LLC50$4.63K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC49$4.54K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC41$3.83K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC39$3.64K<0.01%+3813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25$2.31K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC23$2.13K<0.01%-11013F-HRTimeline
Morse Asset Management, Inc22$2.04K<0.01%new13F-HRTimeline
MCF Advisors LLC19$1.76K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC16$1.51K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.16$1.48K<0.01%013F-HRTimeline
SIGNATUREFD, LLC11$1.01K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA7$648<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6$556<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC5$467<0.01%new13F-HRTimeline
PFS Partners, LLC2$189<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$91<0.01%013F-HRTimeline