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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 2025-06-30, 45,447,694 shares in all. 27 filers opened a position and 26 filers sold out during the quarter.

Managers
319
13F filers
324
New
27
Added
86
Reduced
125
Sold out
26
Shares held by filers
45,447,694

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,395$366K0.02%new13F-HRTimelineGroup
Atala Financial Inc3,388$365K0.25%+1,54013F-HRTimeline
BlackDiamond Wealth Management, LLC3,388$364K0.21%+98613F-HRTimeline
Per Stirling Capital Management, LLC.3,350$361K0.05%-29913F-HRTimeline
Dynamic Advisor Solutions LLC3,349$361K0.01%-2913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,317$358K0.02%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,299$356K<0.01%-62013F-HR/ATimeline
Sanctuary Advisors, LLC3,294$355K<0.01%+1313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,286$354K0.01%013F-HRTimelineGroup
SFMG, LLC3,272$353K0.03%+2313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,230$348K0.08%013F-HRTimeline
Palisade Asset Management, LLC3,220$347K0.03%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,213$346K<0.01%-23513F-HR/ATimelineGroup
LongView Wealth Management3,195$344K0.1%+39813F-HRTimeline
COZAD ASSET MANAGEMENT INC3,160$341K0.03%new13F-HR/ATimeline
Financial Council, LLC3,116$336K0.16%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC3,100$334K0.02%013F-HRTimeline
IFP Advisors, Inc3,065$330K0.01%+3513F-HRTimeline
Valmark Advisers, Inc.3,057$330K<0.01%-66,20013F-HRTimeline
Revisor Wealth Management LLC2,947$323K0.12%013F-HRTimeline
SBI Securities Co., Ltd.2,996$323K0.01%-8413F-HRTimeline
RiverTree Advisors, LLC2,983$322K0.22%-1,52813F-HRTimeline
WADDELL & ASSOCIATES, LLC2,909$314K0.03%-1,46713F-HRTimeline
Darrow Company, Inc.2,716$293K0.15%+3513F-HRTimeline
McKinley Carter Wealth Services, Inc.2,714$293K0.02%-25013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,694$290K<0.01%013F-HR/ATimelineGroup
Focus Financial Network, Inc.2,686$290K0.01%-97213F-HRTimeline
HB Wealth Management, LLC2,608$281K<0.01%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,570$277K<0.01%013F-HRTimeline
Gallagher Capital Advisors, LLC2,456$276K0.22%+1713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,550$275K0.03%-19513F-HRTimelineGroup
HUB Investment Partners, LLC2,464$266K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC2,452$264K0.18%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,263$259K0.02%+1513F-HRTimelineGroup
Strait & Sound Wealth Management LLC2,362$255K0.11%-10213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,359$254K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC2,348$253K<0.01%013F-HR/ATimeline
Joel Isaacson & Co., LLC2,273$245K0.01%013F-HRTimeline
Obermeyer Wealth Partners2,251$243K0.01%+1413F-HRTimeline
CIBC Asset Management Inc2,240$241K<0.01%013F-HRTimeline
Willow Creek Wealth Management Inc.2,219$239K0.02%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,185$236K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,163$233K0.01%+113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,162$233K<0.01%-1,26713F-HRTimeline
Affiance Financial, LLC2,103$227K0.05%-10113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,082$224K0.02%013F-HRTimeline
GREAT LAKES ADVISORS, LLC2,053$221K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.2,000$216K0.02%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA2,000$216K<0.01%new13F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC2,000$216K0.02%new13F-HRTimeline
Breakwater Investment Management1,990$215K0.08%013F-HRTimeline
Americana Partners, LLC1,932$208K0.01%new13F-HRTimeline
WFA Asset Management Corp2,141$207K0.12%+1413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,838$198K<0.01%+1313F-HRTimelineGroup
Allworth Financial LP1,681$181K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,623$175K<0.01%+4113F-HRTimelineGroup
TSFG, LLC1,500$162K0.03%013F-HRTimeline
SIGNATUREFD, LLC1,260$136K<0.01%-16013F-HRTimeline
CWM, LLCin group CWM, LLC1,194$129K<0.01%+713F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,190$128K<0.01%013F-HRTimeline
High Note Wealth, LLC1,090$118K0.03%013F-HRTimeline
TRUST CO OF VERMONT1,026$111K0.01%+79213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,001$108K<0.01%-40813F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…963$104K0.13%013F-HR/ATimeline
Pillar Financial Advisors, LLC845$91.1K0.06%013F-HRTimeline
Blue Trust, Inc.800$86.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc745$80.3K0.01%-35013F-HRTimeline
Rosenberg Matthew Hamilton704$75.9K0.02%new13F-HRTimeline
Semmax Financial Advisors Inc.657$74.7K0.02%+413F-HRTimeline
TD Capital Management LLC596$64.2K0.01%+413F-HRTimeline
Glassman Wealth Services446$48.1K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC439$47.3K<0.01%013F-HRTimeline
Arax Advisory Partners10$45.3K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.404$43.6K<0.01%013F-HRTimeline
AE Wealth Management LLC372$40.1K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.362$39K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA357$38.5K<0.01%-27913F-HRTimeline
Glass Jacobson Investment Advisors llc351$37.8K0.01%-3,79013F-HRTimeline
Richardson Capital Management LLC326$35.1K0.02%+213F-HRTimeline
Aptus Capital Advisors, LLC316$34.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC316$34.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC300$32.3K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC295$31.8K0.02%013F-HRTimeline
Olistico Wealth, LLC276$29.8K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC266$28.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC240$25.9K<0.01%+20613F-HRTimeline
Capital Investment Advisory Services, L…230$24.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.226$24K<0.01%-6313F-HRTimeline
Farther Finance Advisors, LLC204$22K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\203$21.9K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC200$21.6K<0.01%013F-HRTimeline
HM PAYSON & CO200$21.6K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC200$21.6K0.02%013F-HRTimeline
Front Row Advisors LLC180$19.4K0.01%013F-HRTimeline
JNBA Financial Advisors178$19.2K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.164$17.7K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp156$16.8K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC156$16.8K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC140$15.1K<0.01%+8213F-HRTimelineGroup
IAG Wealth Partners, LLC115$12.4K<0.01%-41613F-HRTimeline
ATWOOD & PALMER INC110$11.9K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC107$11K<0.01%-95113F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/99$10.7K<0.01%new13F-HRTimeline
Independence Bank of Kentucky90$9.7K<0.01%013F-HRTimeline
Copia Wealth Management88$9.49K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division80$8.62K<0.01%013F-HRTimeline
WFA of San Diego, LLC72$7.81K0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC56$6.04K<0.01%new13F-HRTimeline
Main Street Group, LTD51$5.54K<0.01%013F-HRTimeline
New Millennium Group LLC51$5.5K<0.01%-913F-HRTimeline
Dunhill Financial, LLC47$5.14K<0.01%-113F-HRTimeline
FIRST FINANCIAL CORP /IN/42$4.53K<0.01%-8313F-HRTimeline
Inlight Wealth Management, LLC22$2.37K<0.01%013F-HRTimeline
Evolution Advisers, Inc.19$2K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.16$1.73K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12$1K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC10$1K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$539<0.01%-713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.