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Disclosery

IEO ISHARES TR

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SHS (fund)

169 managers (170 13F filers) reported a position in IEO shares at 2026-03-31, 2,349,123 shares in all. 32 filers opened a position and 13 filers sold out during the quarter.

Managers
169
13F filers
170
New
32
Added
49
Reduced
42
Sold out
13
Shares held by filers
2,349,123

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY309,464$38.7M<0.01%+32,23213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS201,000$25.1M0.02%new13F-HRTimelineGroup
Bank Pictet & Cie (Europe) AG157,250$19.6M0.42%new13F-HRTimeline
LPL Financial LLC128,188$16M<0.01%+33,55013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/117,066$14.6M<0.01%+22,41313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN95,142$11.9M<0.01%-14,84713F-HR/ATimelineGroup
EP Wealth Advisors, LLC79,475$9.93M0.05%+2213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA61,031$7.62M<0.01%+4,38613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,223$7.4M<0.01%+1,54513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC54,925$6.86M0.01%+2,51113F-HRTimeline
NewEdge Advisors, LLC51,162$6.39M0.02%+50,75413F-HR/ATimeline
UBS Group AGgroup of 2 filers holding50,260$6.28M+7,023Timeline
Mader & Shannon Wealth Management, Inc.46,648$5.83M2.7%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC44,027$5.5M<0.01%-9,04813F-HR/ATimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …44,017$5.5M<0.01%+27,12213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,011$5.5M0.01%+33,65713F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO42,750$5.34M0.46%013F-HRTimeline
Investors Research Corp36,891$4.61M0.88%+3,88713F-HRTimeline
Horizon Wealth Management, LLC31,855$3.98M0.58%new13F-HRTimeline
Mutual Advisors, LLC30,313$3.79M0.08%-47513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,303$3.41M<0.01%-4,82513F-HRTimelineGroup
AlphaCore Capital LLC25,801$3.22M0.08%-35013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC23,929$2.99M0.08%-91813F-HRTimeline
MARTIN & CO INC /TN/22,743$2.84M0.48%+11213F-HRTimeline
Mariner, LLCin group Mariner, LLC22,127$2.76M<0.01%+15,73813F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC21,701$2.71M0.02%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC20,592$2.57M1.81%-19813F-HRTimeline
Cambridge Investment Research Advisors,…19,532$2.44M0.01%+3,42413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,998$2.37M<0.01%+1,43013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd17,777$2.22M0.03%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC16,687$2.08M0.01%+1,15513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,352$2.04M<0.01%+19613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,955$1.99M<0.01%-1,79113F-HRTimelineGroup
Wealth Management Partners, LLC15,530$1.94M0.55%-52213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,441$1.93M<0.01%-1,00313F-HRTimelineGroup
HighTower Advisors, LLC14,700$1.84M<0.01%+5,87713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,873$1.61M<0.01%+40413F-HRTimelineGroup
Independent Family Office, LLC12,754$1.59M0.66%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC12,625$1.58M0.15%-7,49113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,757$1.49M<0.01%+61813F-HR/ATimelineGroup
Cetera Investment Advisers11,345$1.42M<0.01%-6213F-HRTimeline
Audent Global Asset Management, LLC8,989$1.37M1.37%-11,79713F-HRTimeline
Savvy Advisors, Inc.10,230$1.28M0.03%-2413F-HRTimeline
Enclave Advisors LLC10,191$1.27M0.18%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,556$1.19M<0.01%-17113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,223$1.19M<0.01%+2,47913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,200$1.15M<0.01%-9,94813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP8,974$1.12M<0.01%+4,77013F-HRTimelineGroup
Cresset Asset Management, LLC8,859$1.11M<0.01%+1,34113F-HRTimeline
PCG Wealth Advisors, LLC8,183$1.02M0.26%-93013F-HRTimeline
Stegent Equity Advisors, Inc.8,004$1000K0.85%-17,68713F-HRTimeline
RiverFront Investment Group, LLC7,377$921K0.01%-31913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,039$879K<0.01%013F-HRTimelineGroup
Mezzasalma Advisors, LLC6,958$869K0.22%-97813F-HRTimeline
Steward Partners Investment Advisory, L…6,711$838K<0.01%+5,75013F-HRTimeline
Creative Planningin group Creative Planning6,187$773K<0.01%+2513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,116$764K<0.01%+2,61213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,012$751K0.01%new13F-HRTimelineGroup
Endowment Wealth Management, Inc.5,967$745K0.33%-2,08613F-HRTimeline
Mraz, Amerine & Associates, Inc.5,918$739K0.11%-51813F-HRTimeline
Janney Montgomery Scott LLC5,038$629K<0.01%+14413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,903$612K0.01%-44613F-HR/ATimeline
GUYASUTA INVESTMENT ADVISORS INC4,893$611K0.04%013F-HRTimeline
Private Advisor Group, LLC4,751$593K<0.01%-85113F-HRTimeline
MML INVESTORS SERVICES, LLC4,728$591K<0.01%-40,62913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,714$589K<0.01%new13F-HRTimelineGroup
Westmount Partners, LLC4,243$530K0.13%+1913F-HRTimeline
ALTFEST L J & CO INC4,226$528K0.06%+813F-HRTimeline
TD Waterhouse Canada Inc.4,243$512K<0.01%+25513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,082$510K0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,600$500K<0.01%-38713F-HRTimelineGroup
Sanctuary Advisors, LLC3,782$472K<0.01%-1,05913F-HRTimeline
Poehling Capital Management, INC.3,500$437K0.09%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,282$410K<0.01%+55013F-HRTimelineGroup
&PARTNERS3,020$377K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd3,017$377K<0.01%-5,55113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,005$375K<0.01%013F-HRTimelineGroup
Daiichi Life International Holdings LLCin group Daiichi Life Insurance Co., L…3,005$375K24.62%13F-HRTimelineGroup
Smith Partners Wealth Management, LLC3,000$375K0.34%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,953$369K0.09%-34013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,951$369K<0.01%+1013F-HRTimeline
Betterment LLC2,595$324K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,552$319K<0.01%-5,46613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,529$316K<0.01%-6,36413F-HRTimelineGroup
FIRST HORIZON CORP2,487$311K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.2,369$296K0.02%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,192$274K0.08%new13F-HRTimeline
Avior Wealth Management, LLC2,166$271K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,110$264K<0.01%-8,27013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,110$264K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,963$245K<0.01%new13F-HRTimeline
Sowell Financial Services LLC1,960$245K0.01%new13F-HRTimeline
ANCHYRA PARTNERS LLC1,825$228K0.07%new13F-HRTimeline
IFC & Insurance Marketing, Inc.1,817$227K0.24%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,705$213K<0.01%+1,52913F-HRTimeline
Ignite Planners, LLC1,516$202K0.03%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,562$195K<0.01%-39613F-HRTimelineGroup
CX Institutional1,514$189K0.01%+813F-HRTimeline
one8zero8, LLC1,427$178K0.04%013F-HRTimeline
Red Tortoise LLC1,157$145K0.06%+413F-HRTimeline
FMR LLCin group FMR LLC1,109$139K<0.01%+1713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,020$127K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,017$127K<0.01%013F-HRTimelineGroup
MSA Advisors, LLC963$120K0.04%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.901$114K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…853$103K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC800$99.9K0.01%-50013F-HRTimeline
LANARK FINANCIAL, INC.725$90.6K0.01%-613F-HRTimeline
BLAIR WILLIAM & CO/IL712$88.9K<0.01%-113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC700$86.1K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.526$65.8K<0.01%+32613F-HRTimelineGroup
Strategic Wealth Partners, Ltd.500$62.5K<0.01%013F-HRTimeline
Anchor Investment Management, LLC404$50.5K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC377$47.1K0.01%+17713F-HRTimeline
Winch Advisory Services, LLC370$46.2K0.01%-6813F-HRTimeline
Hilltop National Bank315$39.3K0.01%013F-HRTimeline
MAI Capital Management291$36.3K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC289$36.1K<0.01%new13F-HRTimeline
RMG Wealth Management LLC300$34.9K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC277$34.6K<0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/275$34.3K<0.01%+15013F-HRTimelineGroup
Atomic Invest LLC236$30K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp244$28.8K0.02%+213F-HR/ATimeline
New England Capital Financial Advisors …225$28.1K0.01%013F-HRTimeline
Arax Advisory Partners219$27.4K<0.01%-313F-HRTimeline
AE Wealth Management LLC209$26.1K<0.01%+15013F-HRTimeline
HOWE & RUSLING INC202$25.3K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.200$25K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC200$25K0.01%013F-HRTimeline
WHITTIER TRUST CO203$25K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.187$23.4K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.176$22K0.01%new13F-HRTimeline
Abound Wealth Management158$19.8K<0.01%013F-HRTimeline
HighMark Wealth Management LLC158$19.7K0.01%+113F-HRTimeline
Larson Financial Group LLC158$19.7K<0.01%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp154$19.2K<0.01%013F-HRTimelineGroup
Avion Wealth150$18K<0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC135$16.9K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.130$16.2K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management127$15.8K<0.01%+113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…124$15.5K<0.01%+7413F-HRTimelineGroup
Roxbury Financial LLC102$12.7K0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…100$12.5K0.01%-12413F-HRTimeline
Destiny Wealth Partners, LLC100$12.5K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.100$12K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\91$11.4K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.71$8.87K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC70$8.74K<0.01%-1813F-HRTimelineGroup
Tidemark, LLC70$8.74K<0.01%new13F-HRTimeline
GAMMA Investing LLC69$8.62K<0.01%013F-HRTimeline
Advisory Services Network, LLC69$8.58K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC57$7.24K<0.01%-113F-HRTimeline
Wagner Wealth Management, LLC57$7.12K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC51$6.37K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA50$6.25K<0.01%013F-HRTimeline
Parallel Advisors, LLC50$6.25K<0.01%-33413F-HR/ATimeline
Founders Financial Alliance, LLC50$6.19K<0.01%+113F-HRTimeline
Cedar Mountain Advisors, LLC42$5.22K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC39$4.67K<0.01%013F-HRTimeline
Scarborough Advisors, LLC37$4.61K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC35$4.37K<0.01%013F-HRTimelineGroup
Morse Asset Management, Inc22$2.75K<0.01%013F-HRTimeline
MCF Advisors LLC19$2.37K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.16$2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC11$1.36K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK10$1.25K<0.01%013F-HRTimelineGroup
ALERUS FINANCIAL NA7$874<0.01%013F-HRTimeline
PFS Partners, LLC2$258<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$121<0.01%013F-HRTimeline