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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
CHOREO, LLC3,951$540K0.01%+25513F-HRTimeline
Nicholas Hoffman & Company, LLC.3,912$534K0.01%013F-HRTimeline
Fortitude Family Office, LLC3,900$533K0.1%013F-HRTimeline
Aprio Wealth Management, LLC3,890$531K0.03%+213F-HRTimeline
NTV Asset Management LLC3,830$523K0.05%-40013F-HRTimeline
MAI Capital Management3,790$518K<0.01%-67113F-HRTimeline
Mascagni Wealth Management, Inc.3,785$517K0.32%-13013F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,676$502K0.01%new13F-HRTimeline
Stronghold Wealth Management L.L.C.3,594$491K0.66%-12913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,580$489K0.01%013F-HRTimeline
Sowell Financial Services LLC3,558$486K0.02%+813F-HRTimeline
Savant Capital, LLC3,520$481K<0.01%+4213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,520$481K<0.01%-213F-HRTimelineGroup
Vawter Financial, Ltd.3,500$478K0.18%013F-HRTimeline
Klingman & Associates, LLC3,475$475K0.02%013F-HRTimeline
CIBC Asset Management Inc3,464$473K<0.01%new13F-HRTimeline
LongView Wealth Management3,394$464K0.12%+1313F-HRTimeline
Per Stirling Capital Management, LLC.3,362$459K0.04%+1713F-HRTimeline
COZAD ASSET MANAGEMENT INC3,360$459K0.03%-9013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.3,338$456K0.01%+2513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,309$452K<0.01%new13F-HRTimelineGroup
SFMG, LLC3,300$451K0.03%+1713F-HRTimeline
J.W. COLE ADVISORS, INC.3,290$449K0.01%new13F-HRTimeline
Palisade Asset Management, LLC3,220$440K0.04%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,134$428K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC3,131$428K<0.01%+27513F-HRTimeline
SkyOak Wealth, LLC3,123$427K0.07%013F-HRTimeline
Atala Financial Inc3,118$426K0.26%013F-HRTimeline
Cape Investment Advisory, Inc.3,056$417K0.11%-32713F-HRTimeline
One Charles Private Wealth Services, LLC3,056$417K0.1%new13F-HRTimeline
Cresset Asset Management, LLC3,031$414K<0.01%+68313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,973$406K0.02%-3913F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC2,882$394K0.01%new13F-HRTimelineGroup
Steelhead Wealth Management LLC2,847$388K0.16%013F-HRTimeline
WADDELL & ASSOCIATES, LLC2,826$386K0.02%013F-HRTimeline
ROCKLAND TRUST CO2,815$385K0.02%013F-HRTimeline
HB Wealth Management, LLC2,808$384K<0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,792$381K<0.01%new13F-HRTimelineGroup
Symphony Financial, Ltd. Co.2,808$380K0.04%+12413F-HRTimeline
Ignite Planners, LLC2,751$376K0.05%new13F-HRTimeline
Kera Capital Partners, Inc.2,747$375K0.04%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,730$373K0.09%013F-HRTimeline
RASP WEALTH SOLUTIONS, LLC2,720$372K0.12%13F-HRTimeline
McKinley Carter Wealth Services, Inc.2,652$362K0.02%013F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC2,616$357K<0.01%new13F-HRTimeline
HighPoint Advisor Group LLC2,600$355K0.01%+7913F-HRTimeline
RiverTree Advisors, LLC2,598$355K0.21%-1413F-HRTimeline
Revisor Wealth Management LLC2,583$353K0.08%-9113F-HRTimeline
PW ADVISORS, LLC \ FL2,580$352K0.24%+1313F-HRTimeline
D.A. DAVIDSON & CO.2,570$351K<0.01%-613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,570$351K<0.01%013F-HRTimeline
WAYSTONE ADVISORS LLC2,570$351K0.26%new13F-HRTimeline
Grey Ledge Advisors, LLC2,557$349K0.07%-1213F-HRTimeline
Strait & Sound Wealth Management LLC2,488$340K0.12%013F-HRTimeline
Future Financial Wealth Managment LLC2,452$336K0.21%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,400$328K0.01%013F-HRTimeline
SIERRA OCEAN, LLC2,386$326K0.23%-9113F-HRTimeline
Bill Few Associates, Inc.2,380$325K0.07%013F-HRTimeline
NWAM LLC2,359$322K0.02%new13F-HRTimeline
Kovack Advisors, Inc.2,281$311K0.01%+18213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,259$309K<0.01%013F-HRTimelineGroup
Joel Isaacson & Co., LLC2,243$306K0.01%+1213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,185$298K0.02%013F-HRTimeline
Eddie Patel Inc2,151$294K0.18%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,137$292K<0.01%-27,05413F-HRTimelineGroup
Americana Partners, LLC2,094$286K0.01%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,082$284K0.02%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,000$273K<0.01%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC2,000$273K0.02%013F-HRTimeline
Breakwater Investment Management1,990$272K0.09%013F-HRTimeline
Legacy Wealth Partners, LLC1,971$269K0.06%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,966$269K<0.01%-2,04913F-HRTimelineGroup
Affiance Financial, LLC1,929$264K0.04%-2313F-HRTimeline
SAX WEALTH ADVISORS, LLC2,112$255K0.01%new13F-HRTimeline
&PARTNERS1,863$255K<0.01%new13F-HRTimeline
RESOLUTE CAPITAL, LLC1,862$254K0.09%+1013F-HRTimeline
Carnegie Investment Counsel1,855$253K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,790$245K0.01%-22113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,783$244K<0.01%+73413F-HRTimelineGroup
CPWA, LLC1,714$234K0.27%+113F-HRTimeline
Catalyst Investment Management LLC1,704$233K0.21%-4013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,688$231K0.03%013F-HRTimeline
Granite Harbor Advisors, Inc.1,677$229K0.09%new13F-HRTimeline
Concorde Asset Management, LLC1,675$229K0.13%-5013F-HRTimeline
Financial Engines Advisors L.L.C.1,654$226K<0.01%013F-HRTimeline
Savvy Advisors, Inc.1,650$225K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1,646$225K<0.01%new13F-HRTimeline
Thomasville National Bank1,615$221K0.01%13F-HRTimeline
Proficio Capital Partners LLC1,600$219K0.01%new13F-HRTimeline
Quantinno Capital Management LP1,599$219K<0.01%new13F-HRTimeline
Traynor Capital Management, Inc.1,571$215K0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,558$213K0.01%-21713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,548$211K<0.01%new13F-HRTimelineGroup
Avestar Capital, LLC1,532$209K0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.1,515$207K<0.01%new13F-HRTimelineGroup
TSFG, LLC1,500$205K0.03%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,500$205K0.03%new13F-HRTimeline
Madson Wealth Advisors Inc1,488$203K0.14%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,488$203K0.05%new13F-HRTimeline
Allworth Financial LP1,468$201K<0.01%-67913F-HRTimeline
Sequoia Financial Advisors, LLC1,466$200K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC1,400$191K0.02%new13F-HRTimeline
WEST PACES ADVISORS INC.1,375$188K0.03%013F-HRTimeline
Golden State Wealth Management, LLC1,311$179K0.02%-1,01113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,300$178K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,278$175K0.01%13F-HRTimeline
SIGNATUREFD, LLC1,260$172K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,259$172K0.01%+69413F-HRTimeline
Godfrey Financial Associates, Inc.1,243$170K0.13%013F-HRTimeline
Regatta Research & Money Management1,228$168K0.16%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,190$165K<0.01%013F-HRTimeline
High Note Wealth, LLC1,090$149K0.03%013F-HRTimeline
Asset Dedication, LLC1,070$146K0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC845$115K0.06%013F-HRTimeline
Blue Trust, Inc.800$109K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp764$104K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC756$103K0.01%013F-HRTimeline
AdvisorNet Financial, Inc745$102K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton704$96.2K0.02%013F-HRTimeline
AlphaCore Capital LLC651$88.9K<0.01%013F-HRTimeline
Strive Financial Group ,LLC559$76.4K0.03%013F-HR/ATimeline
Institute for Wealth Management, LLC.477$65.1K0.01%new13F-HRTimeline
EFG International AGin group EFG International AG450$61.5K<0.01%013F-HRTimelineGroup
Glassman Wealth Services446$60.9K0.01%013F-HRTimeline
Arax Advisory Partners444$60.7K<0.01%-813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK420$57K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.404$55.2K0.01%013F-HRTimeline
Rossmore Private Capital400$54.6K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC386$52.7K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC384$52.5K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc353$48.2K0.02%+213F-HRTimeline
IFG Advisory, LLC351$47.9K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC300$41K<0.01%013F-HRTimeline
Seneschal Advisors, LLC300$41K0.03%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC295$40.3K0.02%013F-HRTimeline
Richardson Capital Management LLC290$39.5K0.02%+213F-HRTimeline
Trust Co286$39.1K<0.01%new13F-HRTimeline
PlanVest Financial, Inc285$38.9K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…285$38.8K<0.01%+10013F-HRTimeline
Capital Investment Advisory Services, L…282$38.5K<0.01%-2413F-HRTimeline
Strategic Wealth Partners, Ltd.280$38.2K<0.01%013F-HRTimeline
Olistico Wealth, LLC276$37.7K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC275$37.6K<0.01%013F-HRTimeline
DT Investment Partners, LLC266$36.3K<0.01%013F-HRTimeline
AE Wealth Management LLC263$35.9K<0.01%+1513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC206$28.2K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC200$27.3K<0.01%013F-HRTimeline
HM PAYSON & CO200$27.3K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC200$27.3K0.02%013F-HRTimeline
Front Row Advisors LLC180$26.1K0.01%013F-HRTimeline
JNBA Financial Advisors178$24.3K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC161$22K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC140$19.1K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC115$15.7K<0.01%013F-HRTimeline
Independence Bank of Kentucky90$12.3K<0.01%013F-HRTimeline
Copia Wealth Management88$12K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC81$11.1K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC80$11K<0.01%-213F-HRTimeline
Central Pacific Bank - Trust Division80$10.9K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC56$7.65K<0.01%013F-HRTimeline
Main Street Group, LTD52$7.08K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.51$6.97K<0.01%013F-HRTimeline
Dunhill Financial, LLC47$6.51K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40$5.46K<0.01%013F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC23$3.16K<0.01%013F-HRTimeline
Atomic Invest LLC18$2.42K<0.01%+813F-HRTimeline
Bangor Savings Bank17$2.32K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.16$2.19K<0.01%013F-HRTimeline
CrossGen Wealth, LLC16$2.19K<0.01%013F-HRTimeline
Evolution Advisers, Inc.19$2K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC1$137<0.01%013F-HRTimeline