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Disclosery

IOO ISHARES TR

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SHS (fund)

319 managers (324 13F filers) reported a position in IOO shares at 2025-03-31, 46,646,237 shares in all. 37 filers opened a position and 22 filers sold out during the quarter.

Managers
319
13F filers
324
New
37
Added
84
Reduced
106
Sold out
22
Shares held by filers
46,646,237

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Per Stirling Capital Management, LLC.3,649$351K0.05%-184,01813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,636$350K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,599$347K0.01%+55313F-HRTimeline
Secure Asset Management, LLC3,496$337K0.07%+1113F-HRTimeline
SkyOak Wealth, LLC3,489$336K0.07%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,448$331K<0.01%-8013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,429$330K<0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC3,378$325K0.01%-52813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,317$319K0.02%-15313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,286$316K0.01%-5013F-HRTimelineGroup
Sanctuary Advisors, LLC3,281$316K<0.01%-80013F-HRTimeline
SFMG, LLC3,249$313K0.02%-10013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,230$311K0.07%013F-HRTimeline
Palisade Asset Management, LLC3,220$310K0.03%013F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC2,474$306K<0.01%-4,23413F-HRTimeline
Financial Council, LLC3,116$300K0.16%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC3,100$298K0.02%013F-HRTimeline
SBI Securities Co., Ltd.3,080$297K0.01%-17313F-HRTimeline
IFP Advisors, Inc3,030$292K0.01%+6913F-HRTimeline
Thomasville National Bank3,019$291K0.02%-29013F-HRTimeline
Bright Futures Wealth Management, LLC.3,216$288K0.32%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.2,964$285K0.02%+25013F-HRTimeline
Revisor Wealth Management LLC2,947$284K0.13%new13F-HRTimeline
LongView Wealth Management2,797$269K0.08%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,745$264K0.03%-24013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,694$259K<0.01%013F-HR/ATimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,686$259K0.04%+61813F-HRTimeline
Darrow Company, Inc.2,681$258K0.14%+113F-HRTimeline
Family Firm, Inc.2,669$257K0.06%013F-HRTimeline
HB Wealth Management, LLC2,608$251K<0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC2,605$251K<0.01%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,570$247K<0.01%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,500$241K0.06%new13F-HRTimeline
Strait & Sound Wealth Management LLC2,464$237K0.11%013F-HRTimeline
Future Financial Wealth Managment LLC2,452$236K0.17%013F-HRTimeline
Gallagher Capital Advisors, LLC2,439$235K0.18%-79413F-HRTimeline
BlackDiamond Wealth Management, LLC2,402$234K0.16%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,359$227K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC2,348$226K<0.01%-21513F-HRTimeline
Joel Isaacson & Co., LLC2,273$219K0.01%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,248$216K0.02%+113F-HRTimelineGroup
CIBC Asset Management Inc2,240$216K<0.01%013F-HRTimeline
Obermeyer Wealth Partners2,237$215K0.01%-1,61513F-HRTimeline
Willow Creek Wealth Management Inc.2,219$214K0.02%013F-HRTimeline
Capital World Investors2,209$212K<0.01%-2,31413F-HRTimeline
Affiance Financial, LLC2,204$212K0.05%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,185$210K0.01%+2713F-HRTimeline
Arlington Financial Advisors, LLC2,177$210K0.04%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,162$208K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC2,101$202K0.01%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,082$200K0.02%new13F-HRTimeline
Breakwater Investment Management1,990$192K0.08%013F-HRTimeline
WFA Asset Management Corp2,127$190K0.1%-77213F-HRTimeline
Atala Financial Inc1,848$178K0.13%-92813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,825$176K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,681$160K<0.01%+21313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,582$159K<0.01%013F-HRTimelineGroup
TSFG, LLC1,500$144K0.03%013F-HRTimeline
SIGNATUREFD, LLC1,420$137K<0.01%+14413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,409$120K<0.01%+113F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,190$115K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,187$114K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,095$105K0.01%new13F-HRTimeline
High Note Wealth, LLC1,090$105K0.03%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,058$101K<0.01%-2,35413F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…963$92.7K0.09%13F-HRTimeline
Pillar Financial Advisors, LLC845$81.4K0.06%013F-HRTimeline
Blue Trust, Inc.800$77K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.653$63.6K0.02%013F-HRTimeline
PRIVATE TRUST CO NA636$61.2K0.01%new13F-HRTimeline
TD Capital Management LLC592$57K0.01%013F-HRTimeline
IAG Wealth Partners, LLC531$51.1K0.01%013F-HRTimeline
Glassman Wealth Services446$42.9K0.01%013F-HRTimeline
Sunbelt Securities, Inc.444$42.7K<0.01%-3,87313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC439$42.3K<0.01%-14213F-HRTimeline
Center for Financial Planning, Inc.404$38.9K<0.01%013F-HRTimeline
AE Wealth Management LLC372$35.8K<0.01%013F-HRTimeline
Richardson Capital Management LLC324$31.2K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC316$30.4K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC316$30.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC300$28.9K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC295$28.4K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.289$27K<0.01%new13F-HRTimeline
Olistico Wealth, LLC276$26.6K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC266$25.6K<0.01%013F-HRTimeline
TRUST CO OF VERMONT234$22.5K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…230$22.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC204$19.8K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\203$19.5K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC200$19.3K<0.01%013F-HRTimeline
HM PAYSON & CO200$19.3K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC200$19.3K0.02%13F-HRTimeline
Continuum Advisory, LLC186$17.9K<0.01%new13F-HRTimeline
Front Row Advisors LLC180$17.3K0.01%013F-HRTimeline
JNBA Financial Advisors178$17.1K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC162$15.6K0.01%013F-HRTimeline
Sandy Spring Bank156$15K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC156$15K<0.01%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/125$12K0.01%-3813F-HRTimeline
ATWOOD & PALMER INC110$10.6K<0.01%013F-HRTimeline
Independence Bank of Kentucky90$8.67K<0.01%013F-HRTimeline
Copia Wealth Management88$8.47K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC86$8.28K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC81$7.79K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division80$7.7K<0.01%013F-HRTimeline
New Millennium Group LLC60$5.73K<0.01%-4413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC58$5.58K<0.01%-8213F-HRTimelineGroup
Main Street Group, LTD51$4.91K<0.01%new13F-HRTimeline
Dunhill Financial, LLC48$4.59K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC42$4.03K<0.01%013F-HRTimeline
Sound Income Strategies, LLC34$3.27K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC22$2.12K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.16$1.54K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC13$1.25K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12$1.16K<0.01%new13F-HRTimelineGroup
Evolution Advisers, Inc.19$1K<0.01%013F-HRTimeline
Arax Advisory Partners10$963<0.01%new13F-HRTimeline
WestEnd Advisors, LLC0$44<0.01%-19813F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.