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Disclosery

IOO ISHARES TR

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SHS (fund)

305 managers (309 13F filers) reported a position in IOO shares at 2024-12-31, 47,108,667 shares in all. 37 filers opened a position and 12 filers sold out during the quarter.

Managers
305
13F filers
309
New
37
Added
115
Reduced
71
Sold out
12
Shares held by filers
47,108,667

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,528$356K<0.01%013F-HRTimelineGroup
SkyOak Wealth, LLC3,489$352K0.08%new13F-HRTimeline
Secure Asset Management, LLC3,485$351K0.05%+54213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,470$350K0.02%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,429$346K<0.01%+513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,412$343K<0.01%+3,36013F-HRTimelineGroup
SFMG, LLC3,349$338K0.03%+11413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,336$336K0.01%+58113F-HRTimelineGroup
Thomasville National Bank3,309$333K0.02%-67813F-HRTimeline
SBI Securities Co., Ltd.3,253$328K0.01%13F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…3,242$327K0.23%new13F-HRTimeline
Gallagher Capital Advisors, LLC3,233$326K0.24%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,230$325K0.08%013F-HRTimeline
Palisade Asset Management, LLC3,220$324K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,173$319K<0.01%-2,57913F-HRTimelineGroup
Financial Council, LLC3,116$314K0.16%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC3,100$312K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,046$307K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC3,029$305K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC3,029$305K<0.01%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,985$301K0.03%013F-HRTimelineGroup
IFP Advisors, Inc2,961$298K0.01%+113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,865$294K0.11%13F-HRTimeline
Algorithmic Investment Models, LLC2,900$292K0.23%+55313F-HRTimeline
WFA Asset Management Corp2,899$292K0.16%+75813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,778$280K<0.01%new13F-HRTimelineGroup
Atala Financial Inc2,776$280K0.2%13F-HRTimeline
McKinley Carter Wealth Services, Inc.2,714$273K0.02%-11213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,694$272K<0.01%-1,69713F-HRTimelineGroup
Darrow Company, Inc.2,680$270K0.16%+65713F-HRTimeline
Family Firm, Inc.2,669$269K0.06%-1513F-HRTimeline
HB Wealth Management, LLC2,608$263K<0.01%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,570$259K<0.01%013F-HRTimeline
Cresset Asset Management, LLC2,563$258K<0.01%013F-HRTimeline
Strait & Sound Wealth Management LLC2,464$248K0.12%-97313F-HRTimeline
Future Financial Wealth Managment LLC2,452$247K0.18%013F-HRTimeline
Carnegie Investment Counsel2,430$245K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,359$238K<0.01%013F-HRTimelineGroup
Joel Isaacson & Co., LLC2,273$229K0.01%new13F-HRTimeline
CIBC Asset Management Inc2,240$226K<0.01%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,247$224K+10Timeline
Willow Creek Wealth Management Inc.2,219$224K0.02%013F-HRTimeline
Affiance Financial, LLC2,204$222K0.05%013F-HRTimeline
Arlington Financial Advisors, LLC2,177$219K0.04%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,162$218K<0.01%-14313F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC2,158$217K0.01%013F-HRTimeline
Northstar Financial Companies, Inc.2,093$211K0.2%13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,068$208K0.03%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA2,000$202K<0.01%new13F-HR/ATimelineGroup
MARCO INVESTMENT MANAGEMENT LLC2,000$202K0.02%new13F-HRTimeline
Stonebridge Capital Advisors LLC2,000$202K0.02%new13F-HRTimeline
Breakwater Investment Management1,990$201K0.09%013F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,825$184K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,582$159K<0.01%+2113F-HRTimelineGroup
Allworth Financial LP1,468$152K<0.01%-18613F-HRTimeline
TSFG, LLC1,500$151K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,408$143K<0.01%+5613F-HRTimelineGroup
SIGNATUREFD, LLC1,276$129K<0.01%+1613F-HRTimeline
CWM, LLCin group CWM, LLC1,187$120K<0.01%+413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,190$120K<0.01%013F-HRTimeline
High Note Wealth, LLC1,090$110K0.03%new13F-HRTimeline
Qube Research & Technologies Ltd1,068$108K<0.01%new13F-HRTimeline
WINTRUST INVESTMENTS LLC858$86K0.08%+6513F-HRTimeline
Pillar Financial Advisors, LLC845$85.2K0.07%13F-HRTimeline
Blue Trust, Inc.800$80.6K<0.01%013F-HR/ATimeline
Semmax Financial Advisors Inc.653$68.1K0.02%+313F-HRTimeline
TD Capital Management LLC592$59.6K0.01%+313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC581$58.5K<0.01%-46213F-HRTimeline
IAG Wealth Partners, LLC531$53.5K0.01%-31513F-HRTimeline
Glassman Wealth Services446$44.9K0.01%013F-HRTimeline
Center for Financial Planning, Inc.404$40.7K0.01%013F-HRTimeline
AE Wealth Management LLC372$37.5K<0.01%new13F-HRTimeline
Richardson Capital Management LLC324$32.6K0.02%-1613F-HRTimeline
Aptus Capital Advisors, LLC316$31.8K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC316$31.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC300$30.2K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC295$29.7K0.02%013F-HRTimeline
Olistico Wealth, LLC276$27.8K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC266$26.8K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT234$23.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…230$23.2K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\203$20.5K<0.01%013F-HR/ATimelineGroup
Clearstead Advisors, LLC200$20.2K<0.01%013F-HRTimeline
HM PAYSON & CO200$20.2K<0.01%013F-HRTimeline
WestEnd Advisors, LLC198$20K<0.01%new13F-HRTimeline
Front Row Advisors LLC180$18.1K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/163$16.4K0.01%013F-HRTimeline
Global Financial Private Client, LLC162$16.3K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC140$14.1K<0.01%013F-HRTimelineGroup
ATWOOD & PALMER INC110$11.1K<0.01%013F-HRTimeline
New Millennium Group LLC104$10.5K0.01%-213F-HRTimeline
Independence Bank of Kentucky90$9.07K<0.01%013F-HRTimeline
Copia Wealth Management88$8.87K0.01%13F-HRTimeline
Founders Financial Alliance, LLC81$8.15K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division80$8.06K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC75$7.56K<0.01%new13F-HRTimeline
Dunhill Financial, LLC48$4.8K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC42$4.22K<0.01%013F-HRTimeline
Sound Income Strategies, LLC34$3.43K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.16$1.61K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC13$1.31K<0.01%013F-HRTimeline
Evolution Advisers, Inc.19$1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12$1K<0.01%013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5$496<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.