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Disclosery

IEO ISHARES TR

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SHS (fund)

154 managers (154 13F filers) reported a position in IEO shares at 2025-12-31, 1,802,688 shares in all. 17 filers opened a position and 16 filers sold out during the quarter.

Managers
154
13F filers
154
New
17
Added
35
Reduced
50
Sold out
16
Shares held by filers
1,802,688

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY277,232$24.7M<0.01%-64,85913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN109,989$9.82M<0.01%-2,15813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/94,653$8.45M<0.01%-51,91413F-HRTimelineGroup
LPL Financial LLC94,638$8.45M<0.01%-6,22613F-HRTimeline
EP Wealth Advisors, LLC79,453$7.09M0.04%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,678$5.15M<0.01%+1,94013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,645$5.06M<0.01%+9,01413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC53,075$4.74M<0.01%-1,08813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC52,414$4.68M0.01%+1,45413F-HRTimeline
MML INVESTORS SERVICES, LLC45,357$4.05M0.01%-4,00313F-HRTimeline
UBS Group AGin group UBS Group AG43,237$3.86M<0.01%+3,19313F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO42,750$3.82M0.33%013F-HRTimeline
Investors Research Corp33,004$2.95M0.54%+3,87213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,128$2.87M<0.01%-3,23813F-HRTimelineGroup
Mutual Advisors, LLC30,788$2.75M0.06%-2,80913F-HRTimeline
AlphaCore Capital LLC26,151$2.33M0.05%new13F-HRTimeline
Stegent Equity Advisors, Inc.25,691$2.29M1.79%-10,55113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC24,847$2.22M0.05%-2,03113F-HRTimeline
MARTIN & CO INC /TN/22,631$2.02M0.35%+95213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,701$1.94M0.02%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC20,790$1.86M1.32%+413F-HRTimeline
Audent Global Asset Management, LLC20,786$1.86M1.17%+1,28813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC20,116$1.8M0.17%-44013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP19,148$1.71M<0.01%-44,60013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,746$1.58M<0.01%-10,07413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,568$1.57M<0.01%-42813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …16,895$1.51M<0.01%-36013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,444$1.47M<0.01%-18,44913F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,156$1.44M<0.01%+27413F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,108$1.44M<0.01%-1,02913F-HRTimeline
Wealth Management Partners, LLC16,052$1.43M0.41%+11913F-HRTimeline
Beacon Pointe Advisors, LLC15,532$1.39M0.01%+1,84913F-HRTimeline
BEARING POINT CAPITAL, LLC14,888$1.33M0.21%new13F-HRTimeline
Independent Family Office, LLC12,754$1.14M0.48%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,469$1.11M<0.01%-8,02313F-HRTimelineGroup
Cetera Investment Advisers11,407$1.02M<0.01%-1,09713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,139$994K<0.01%+38213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,380$927K<0.01%+1,90613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,354$924K<0.01%-27,25213F-HRTimelineGroup
Savvy Advisors, Inc.10,254$915K0.03%-1,03713F-HRTimeline
Enclave Advisors LLC10,191$910K0.13%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,727$868K<0.01%new13F-HRTimelineGroup
PCG Wealth Advisors, LLC9,113$813K0.23%-1,23113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,893$794K<0.01%+1,24913F-HR/ATimelineGroup
HighTower Advisors, LLC8,823$788K<0.01%+4,25913F-HRTimeline
Foundations Investment Advisors, LLC8,755$781K0.01%new13F-HRTimeline
Walser Wealth Management Company, A Ltd…8,755$781K0.41%13F-HRTimeline
Qube Research & Technologies Ltd8,568$765K<0.01%+6,48813F-HRTimeline
Mezzasalma Advisors, LLC7,936$723K0.17%-1,13013F-HRTimeline
Endowment Wealth Management, Inc.8,053$719K0.33%+45113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,018$716K<0.01%new13F-HRTimelineGroup
RiverFront Investment Group, LLC7,696$687K0.01%+2,30413F-HRTimeline
Cresset Asset Management, LLC7,518$671K<0.01%+3,18413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,039$628K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,744$602K<0.01%-68413F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.6,436$574K0.09%-9413F-HRTimeline
Mariner, LLCin group Mariner, LLC6,389$570K<0.01%-3013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,263$559K0.01%-1,91413F-HRTimelineGroup
Creative Planningin group Creative Planning6,162$550K<0.01%-213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,987$534K<0.01%-1,40213F-HRTimelineGroup
Private Advisor Group, LLC5,602$500K<0.01%-48913F-HRTimeline
Tradewinds, LLC.5,465$488K0.12%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,349$477K0.01%-4813F-HRTimeline
Janney Montgomery Scott LLC4,894$437K<0.01%-50513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,893$437K0.02%013F-HRTimeline
Sanctuary Advisors, LLC4,841$432K<0.01%+66513F-HRTimeline
Westmount Partners, LLC4,224$377K0.09%-4,12013F-HRTimeline
ALTFEST L J & CO INC4,218$377K0.04%-6613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,215$376K0.01%new13F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,204$375K<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…4,082$364K<0.01%-30013F-HRTimelineGroup
TD Waterhouse Canada Inc.3,988$356K<0.01%-19013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,504$313K<0.01%-60313F-HRTimelineGroup
Poehling Capital Management, INC.3,500$312K0.06%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX3,293$294K0.06%-1,78513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,005$268K<0.01%013F-HRTimelineGroup
Smith Partners Wealth Management, LLC3,000$268K0.25%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,941$262K<0.01%-2213F-HRTimeline
VIAWEALTH, LLC2,782$248K0.14%-2,09513F-HRTimeline
HRT FINANCIAL LP2,786$248K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,732$244K<0.01%+2,70713F-HRTimelineGroup
FIRST HORIZON CORP2,487$222K0.01%013F-HRTimeline
Sunbelt Securities, Inc.2,451$219K0.01%+59913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,110$188K<0.01%013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,958$172K<0.01%-3213F-HRTimelineGroup
CX Institutional1,506$134K<0.01%+90613F-HRTimeline
one8zero8, LLC1,427$127K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,300$116K0.01%013F-HRTimeline
Red Tortoise LLC1,153$103K0.04%+713F-HRTimeline
FMR LLCin group FMR LLC1,092$97.5K<0.01%-9113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,020$91K<0.01%-12513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,017$90.8K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…961$85.8K<0.01%-17513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…853$76.1K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.731$65.2K<0.01%+313F-HRTimeline
BLAIR WILLIAM & CO/IL713$63.6K<0.01%-19813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC700$63K<0.01%013F-HRTimeline
STEPH & CO592$52.8K0.02%new13F-HRTimeline
Global Retirement Partners, LLC550$49.1K<0.01%-54813F-HRTimeline
Strategic Wealth Partners, Ltd.500$44.6K<0.01%013F-HRTimeline
Winch Advisory Services, LLC438$39.1K0.01%-2213F-HRTimeline
NewEdge Advisors, LLC408$36.4K<0.01%-57513F-HRTimeline
Anchor Investment Management, LLC404$36.1K<0.01%013F-HRTimeline
Parallel Advisors, LLC384$34.3K<0.01%+213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.360$32.1K<0.01%013F-HRTimelineGroup
Hilltop National Bank315$28.1K0.01%013F-HRTimeline
MAI Capital Management291$26K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC276$24.6K<0.01%+213F-HRTimeline
KERR FINANCIAL PLANNING Corp242$24.4K0.03%013F-HR/ATimeline
Commonwealth Retirement Investments LLC254$22.7K0.01%new13F-HRTimeline
New England Capital Financial Advisors …225$20.1K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…224$20K0.01%+2413F-HRTimeline
Arax Advisory Partners222$19.8K<0.01%new13F-HRTimeline
WHITTIER TRUST CO203$18.3K<0.01%013F-HRTimeline
HOWE & RUSLING INC202$18.1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.200$17.9K0.01%013F-HRTimeline
Golden State Wealth Management, LLC200$17.9K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.200$17.9K<0.01%new13F-HRTimelineGroup
Hilton Head Capital Partners, LLC200$17.9K0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.187$16.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.176$15.7K<0.01%013F-HRTimeline
Garner Asset Management Corp167$14.9K0.01%new13F-HRTimeline
Abound Wealth Management158$14.1K<0.01%013F-HRTimeline
HighMark Wealth Management LLC157$14K0.01%+113F-HRTimeline
Larson Financial Group LLC157$14K<0.01%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp154$13.7K<0.01%013F-HRTimelineGroup
Avion Wealth150$13K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.130$11.6K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management126$11.3K<0.01%+113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/125$11.2K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC101$9.05K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC88$8K<0.01%-21813F-HRTimelineGroup
COMERICA BANK74$6.61K<0.01%-3113F-HRTimeline
Physician Wealth Advisors, Inc.71$6.34K<0.01%013F-HRTimeline
GAMMA Investing LLC69$6.16K<0.01%013F-HRTimeline
Compass Financial Services Inc60$5.39K<0.01%new13F-HRTimeline
AE Wealth Management LLC59$5.27K<0.01%+3613F-HRTimeline
CoreCap Advisors, LLC58$5.15K<0.01%+113F-HRTimeline
Princeton Global Asset Management LLC51$4.55K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…50$4.46K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA50$4.46K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC49$4.4K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC42$3.71K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC39$3.44K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC35$3.12K<0.01%+2913F-HRTimelineGroup
Morse Asset Management, Inc22$1.96K<0.01%013F-HRTimeline
MCF Advisors LLC19$1.7K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC16$1.47K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.16$1.43K<0.01%013F-HRTimeline
SIGNATUREFD, LLC11$971<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK10$893<0.01%new13F-HRTimelineGroup
ALERUS FINANCIAL NA7$625<0.01%013F-HRTimeline
PFS Partners, LLC2$183<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$92<0.01%013F-HRTimeline