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Disclosery

IOO ISHARES TR

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SHS (fund)

371 managers (379 13F filers) reported a position in IOO shares at 2026-06-30, 46,489,537 shares in all. 49 filers opened a position and 31 filers sold out during the quarter.

Managers
371
13F filers
379
New
49
Added
119
Reduced
96
Sold out
31
Shares held by filers
46,489,537

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BlackRock, Inc.in group BlackRock, Inc.28,718,562$3.92B0.06%+63,08013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,809,336$384M0.2%+7,74813F-HRTimelineGroup
LPL Financial LLC1,261,279$172M0.04%+25,29313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,150,470$157M0.01%+191,02613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,135,955$155M0.01%+64,79213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC659,212$90M0.02%+8,51313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…604,847$82.6M0.93%+76,64913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding441,268$60.3M+10,464Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA416,132$56.8M0.01%+27,59913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC408,367$55.8M0.1%+364,23713F-HRTimelineGroup
Cetera Investment Advisers344,984$47.1M0.04%-14,97413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC338,608$46.3M0.01%+26,57713F-HRTimelineGroup
Amplius Wealth Advisors, LLC305,892$41.8M3.06%-3,96113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN297,859$40.7M0.01%+18,22913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.260,139$35.5M0.04%+52,05913F-HRTimelineGroup
MATHER GROUP, LLC.246,365$33.7M0.29%-6,47913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC244,770$33.4M0.01%-76,19113F-HRTimelineGroup
Twelve Points Wealth Management LLC237,840$32.5M6.51%+36,66013F-HRTimeline
MML INVESTORS SERVICES, LLC207,851$28.4M0.06%+24,33313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC189,696$25.9M0.02%+111,27113F-HRTimelineGroup
Modern Wealth Management, LLC162,393$22.2M0.26%-138,08613F-HRTimeline
SCOTIA CAPITAL INC.161,522$22.1M0.08%+1,46913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC158,522$21.7M0.01%-3,77313F-HRTimelineGroup
Asset Allocation Strategies LLC146,999$20.1M3.09%+7,05813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP148,109$19.8M0.01%+17,49313F-HRTimelineGroup
Goldstone Financial Group, LLC143,237$19.6M1.79%+76,20313F-HRTimeline
One Capital Management, LLC160,624$19.4M0.54%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC141,263$19.3M0.02%-10,47013F-HRTimeline
Bluesphere Advisors LLC132,983$18.2M5.61%-31013F-HRTimeline
Retirement Management Systems Inc.123,827$16.9M3.46%+5,41513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC122,176$16.7M0.8%+1,97013F-HRTimeline
Annex Advisory Services, LLC115,451$15.8M0.27%-1,156,37813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.113,209$15.5M0.09%-2,90513F-HRTimelineGroup
Flagship Private Wealth, LLC108,754$14.9M5.25%-3,77613F-HRTimeline
Hudock, Inc.106,044$14.5M1.85%+2,77313F-HRTimeline
Certified Advisory Corp103,359$14.1M1.14%+1,67413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/100,391$13.7M0.01%+34313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding94,091$12.9M-23,985Timeline
Federation des caisses Desjardins du Qu…93,740$12.8M0.04%-14913F-HRTimeline
Green Ridge Wealth Planning LLC93,076$12.7M5.35%+8,59813F-HRTimeline
Greykasell Wealth Strategies, Inc.91,741$12.5M4.55%+31213F-HRTimeline
Mariner, LLCin group Mariner, LLC86,375$11.8M0.01%+1,20313F-HRTimelineGroup
Cambridge Investment Research Advisors,…84,410$11.5M0.03%+82813F-HR/ATimeline
Integrated Wealth Concepts LLC73,811$10.1M0.05%+12,29713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…72,583$9.91M0.02%+38,76313F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD71,515$9.77M1.3%-5813F-HRTimeline
CIBC WORLD MARKET INC.69,290$9.47M0.02%-56613F-HRTimeline
OLD NATIONAL BANCORP /IN/66,599$9.1M0.18%-3,98113F-HRTimeline
Empowered Funds, LLC65,482$8.94M0.05%-208,51813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding60,118$8.21M-1,793Timeline
Sigma Planning Corp58,948$8.05M0.2%-1,05413F-HRTimeline
Stonebridge Financial Group, LLC / MO57,950$7.92M5.26%+3,15113F-HRTimeline
Janney Montgomery Scott LLC57,553$7.86M0.02%+7,75213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…55,030$7.52M0.14%+82713F-HRTimelineGroup
NFSG Corp52,921$7.23M0.89%-1,43613F-HRTimeline
Capital Advisors, Ltd. LLC50,488$6.9M0.7%+3013F-HRTimeline
180 WEALTH ADVISORS, LLC49,920$6.82M0.68%-1,72013F-HRTimeline
Whelan Financial48,575$6.64M1.81%+4,12413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC46,549$6.36M0.26%+1,00113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED45,850$6.26M0.38%+96913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,555$6.03M<0.01%+3,17813F-HRTimelineGroup
Gallagher Capital Advisors, LLC43,252$5.91M3.38%+10,71713F-HRTimeline
CENTAURUS FINANCIAL, INC.43,018$5.88M0.23%-2,21413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO41,610$5.68M0.02%-76113F-HRTimelineGroup
Private Advisor Group, LLC41,458$5.66M0.03%-6613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP40,554$5.49M<0.01%+4,59113F-HRTimeline
FAGAN ASSOCIATES, INC.39,372$5.38M0.66%-23413F-HRTimeline
Bleakley Financial Group, LLC38,193$5.22M0.07%+3,04713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA36,835$5.03M0.01%+1,42513F-HRTimelineGroup
Perigon Wealth Management, LLC36,732$5.02M0.08%-31913F-HRTimeline
BLAIR WILLIAM & CO/IL36,127$4.93M0.01%+2,97513F-HRTimeline
Prospera Financial Services Inc36,048$4.92M0.07%+2,35313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,021$4.78M0.01%+1,55813F-HRTimelineGroup
Gladstone Institutional Advisory LLC34,808$4.75M0.15%+85513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,717$4.74M<0.01%+5,67313F-HRTimelineGroup
Christensen, King & Associates Investme…33,254$4.54M1.8%-36313F-HRTimeline
Global Retirement Partners, LLC33,086$4.52M0.07%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH31,630$4.32M1.16%-3,06813F-HRTimeline
FMR LLCin group FMR LLC31,316$4.28M<0.01%+1,59313F-HRTimelineGroup
Connecticut Wealth Management, LLC31,091$4.25M0.16%-98213F-HRTimeline
Powell Investment Advisors, LLC29,651$4.05M1.28%+4213F-HRTimeline
IEQ CAPITAL, LLC29,126$3.98M0.02%+2,30013F-HRTimeline
Capital International Investorsin group Capital International Investo…28,267$3.83M<0.01%-7,15513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,646$3.78M<0.01%+11813F-HRTimelineGroup
Legacy CG, LLC27,352$3.74M0.96%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,057$3.7M<0.01%+5,67413F-HRTimelineGroup
Rathbones Group PLC26,100$3.57M0.01%+1,73013F-HRTimeline
Qube Research & Technologies Ltd25,783$3.52M<0.01%+6,38613F-HRTimeline
Vickerman Investment Advisors, Inc.25,731$3.51M0.68%-25113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25,214$3.44M0.16%+8,22413F-HRTimeline
HARBOUR INVESTMENTS, INC.25,145$3.43M0.05%+9313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,895$3.4M<0.01%+7,87513F-HRTimelineGroup
HighTower Advisors, LLC24,427$3.34M<0.01%+1,08913F-HRTimeline
Legacy Advisory Services, LLC23,850$3.26M2.29%+3,88613F-HRTimeline
Focus Financial Network, Inc.23,376$3.19M0.1%+65213F-HRTimeline
Independent Solutions Wealth Management…21,225$2.9M0.38%+5,56013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,747$2.83M0.03%+7,68213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding20,205$2.76M-283Timeline
BigSur Wealth Management LLC20,076$2.74M0.66%+15,00013F-HRTimeline
Meridian Wealth Management, LLC19,928$2.72M0.08%-3013F-HRTimeline
TD Waterhouse Canada Inc.19,875$2.7M0.01%+12013F-HRTimeline
R2 Capital Strategies, LLC19,546$2.67M1.21%13F-HRTimeline
GLOBALT Investments LLC / GA19,224$2.63M0.09%-3,23913F-HRTimeline
Curbstone Financial Management Corp19,150$2.62M0.45%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC19,010$2.6M1.1%013F-HRTimeline
Steward Partners Investment Advisory, L…18,407$2.51M0.01%-41413F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,800$2.29M0.02%013F-HRTimelineGroup
Onyx Bridge Wealth Group LLC16,548$2.26M0.2%+7413F-HRTimeline
Waverly Advisors, LLC16,282$2.22M0.01%-2,48313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,780$2.16M<0.01%-55613F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.15,403$2.1M0.9%+7813F-HRTimeline
SHP Wealth Management15,078$2.06M0.14%+7,52713F-HRTimeline
Alexis Investment Partners, LLC15,132$2.05M1.2%new13F-HRTimeline
Creative Planningin group Creative Planning14,909$2.04M<0.01%-1,78513F-HRTimelineGroup
Retirement Planning Group, LLC13,949$1.91M0.05%013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC13,675$1.87M0.89%+1,09213F-HRTimeline
Chicago Partners Investment Group LLC13,452$1.84M0.04%-15013F-HRTimeline
Creekside Partners13,441$1.84M0.66%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA12,998$1.78M0.04%new13F-HRTimelineGroup
Avior Wealth Management, LLC12,521$1.71M0.04%+5,07213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,408$1.69M<0.01%-81513F-HR/ATimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC12,159$1.69M0.05%new13F-HRTimelineGroup
Hidden Cove Wealth Management, LLC12,348$1.69M0.93%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC11,967$1.63M0.6%-10913F-HRTimeline
Ausdal Financial Partners, Inc.11,356$1.55M0.06%+55113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,259$1.54M0.06%+11513F-HRTimeline
Visionary Wealth Advisors10,713$1.46M0.06%-13613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…10,652$1.46M<0.01%new13F-HRTimelineGroup
Drake & Associates, LLC10,344$1.41M0.24%-313F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding10,217$1.4M+3,257Timeline
Geneos Wealth Management Inc.10,188$1.39M0.03%+86313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,149$1.39M0.01%-5713F-HRTimelineGroup
Main Street Financial Solutions, LLC10,124$1.38M0.09%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,115$1.38M0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,779$1.34M<0.01%-46,00413F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC9,709$1.33M0.04%-2813F-HRTimeline
Bright Futures Wealth Management, LLC.9,425$1.29M0.83%+74813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,373$1.28M0.1%-1,46513F-HRTimelineGroup
Kingsview Wealth Management, LLC9,250$1.26M0.02%-60,34613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,077$1.24M<0.01%-1,81713F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.8,723$1.19M0.79%+813F-HRTimeline
KPP Advisory Services LLC8,695$1.19M0.15%-15113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,481$1.16M0.02%-13513F-HRTimeline
RFG Advisory, LLC8,344$1.14M0.02%-1913F-HRTimeline
Evolution Wealth Advisors, LLC8,254$1.13M0.13%013F-HRTimeline
First Heartland Consultants, Inc.7,907$1.08M0.07%+28513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,900$1.08M<0.01%+2,00013F-HRTimeline
Independent Wealth Advisors LLC7,696$1.05M0.95%+18013F-HRTimeline
BCS Wealth Management7,673$1.05M0.19%013F-HRTimeline
DMKC Advisory Services, LLC7,649$1.04M0.2%+313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,215$1.01M<0.01%+2,46613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,359$1.01M<0.01%-2,73113F-HR/ATimelineGroup
Merit Financial Group, LLC7,330$1M0.01%+53713F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,045$962K<0.01%-5613F-HRTimeline
Arkadios Wealth Advisors7,006$957K0.01%+4713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK7,005$957K0.08%13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,952$950K0.24%+63213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,950$949K<0.01%-14013F-HRTimelineGroup
Three Cord True Wealth Management, LLC6,940$948K0.45%-9313F-HRTimeline
Beacon Pointe Advisors, LLC6,692$914K<0.01%+1,52013F-HRTimeline
World Investment Advisors7,522$910K0.02%-60013F-HRTimeline
BlackDiamond Wealth Management, LLC6,155$898K0.36%+1,85813F-HRTimeline
Financial Freedom, LLC6,306$861K0.4%+1013F-HRTimeline
Legacy Financial Strategies, LLC6,203$847K0.13%013F-HRTimeline
Balefire, LLC6,159$841K0.14%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,106$834K0.02%new13F-HRTimeline
HBW ADVISORY SERVICES LLC6,067$829K0.07%+32913F-HRTimeline
WEDBUSH SECURITIES INC6,008$821K0.02%+6413F-HRTimeline
Ifrah Financial Services, Inc.5,888$804K0.2%-3413F-HRTimeline
NewEdge Advisors, LLC5,710$780K<0.01%+63013F-HRTimeline
Aptus Capital Advisors, LLC5,702$779K0.01%+4,99013F-HRTimeline
EP Wealth Advisors, LLC5,460$746K<0.01%-7813F-HRTimeline
Composition Wealth, LLC5,442$743K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,352$736K+3,025Timeline
FLOW TRADERS U.S. LLC5,257$718K0.03%-39,05113F-HRTimeline
MidAtlantic Capital Management, Inc.5,157$704K0.44%013F-HRTimeline
HHM Wealth Advisors, LLC5,106$697K0.07%013F-HRTimeline
WHITTIER TRUST CO5,000$694K0.01%013F-HRTimeline
Weaver Consulting Group5,014$685K0.14%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC5,009$684K0.02%+32313F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC4,968$679K0.2%013F-HRTimeline
Gateway Wealth Partners, LLC4,936$674K0.04%new13F-HRTimeline
IFP Advisors, Inc4,830$660K0.01%-10313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,803$656K<0.01%013F-HRTimelineGroup
UNIQUE WEALTH, LLC4,695$641K0.07%-21913F-HRTimeline
Cambridge Financial Group, LLC4,640$634K0.2%013F-HRTimeline
WPWealth LLP4,610$630K0.09%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,534$619K<0.01%-14213F-HRTimeline
Financial Council, LLC4,504$615K0.2%+88413F-HRTimeline
Montis Financial, LLC4,478$612K0.13%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding4,466$610K+2,233Timeline
M&T Bank Corpin group M&T Bank Corp4,429$605K<0.01%013F-HRTimelineGroup
Mirador Capital Partners LP4,351$594K0.07%-91213F-HRTimeline
Parallel Advisors, LLC4,340$593K0.01%-36913F-HRTimeline
Algorithmic Investment Models, LLC4,303$588K0.68%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,302$588K0.02%-21513F-HRTimelineGroup
Secure Asset Management, LLC4,278$584K0.08%-14013F-HRTimeline
FIRST COMMUNITY TRUST NA4,204$574K0.26%013F-HRTimeline
Dynamic Advisor Solutions LLC4,188$572K0.02%+15213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,042$552K0.05%013F-HRTimeline