IEO ISHARES TR
FollowSHS (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in IEO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Investors Research Corp | 43,319 | $5.72M | 1% | +3,272 | 13F-HRTimeline |
| Cadent Capital Advisors, LLC | 2,964 | $391K | 0.08% | new | 13F-HRTimeline |
| CYPRESS ASSET MANAGEMENT INC/TX | 2,796 | $369K | 0.07% | -157 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 1,665 | $220K | 0.01% | new | 13F-HRTimeline |
| CX Institutional | 839 | $111K | <0.01% | -15 | 13F-HRTimeline |
| Roxbury Financial LLC | 103 | $13.6K | 0.01% | +1 | 13F-HRTimeline |
| GAMMA Investing LLC | 69 | $9.11K | <0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 39 | $5.15K | <0.01% | 0 | 13F-HRTimeline |