Skip to content
Disclosery

IOO ISHARES TR

Follow

SHS (fund)

313 managers (318 13F filers) reported a position in IOO shares at 2025-09-30, 44,903,352 shares in all. 28 filers opened a position and 26 filers sold out during the quarter.

Managers
313
13F filers
318
New
28
Added
81
Reduced
112
Sold out
26
Shares held by filers
44,903,352

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Grey Ledge Advisors, LLC3,241$389K0.09%-81113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,230$388K0.08%013F-HRTimeline
Palisade Asset Management, LLC3,220$386K0.04%013F-HRTimeline
SkyOak Wealth, LLC3,173$381K0.07%-34013F-HRTimeline
Atala Financial Inc3,118$374K0.23%-27013F-HRTimeline
Financial Council, LLC3,116$374K0.17%013F-HRTimeline
Sanctuary Advisors, LLC3,072$369K<0.01%-22213F-HR/ATimeline
Prospera Financial Services Inc3,063$368K0.01%new13F-HRTimeline
Revisor Wealth Management LLC2,947$358K0.12%013F-HRTimeline
RiverTree Advisors, LLC2,969$356K0.23%-1413F-HRTimeline
SBI Securities Co., Ltd.2,917$350K0.01%-7913F-HRTimeline
WADDELL & ASSOCIATES, LLC2,909$349K0.03%013F-HRTimeline
IFP Advisors, Inc2,906$349K0.01%-15913F-HR/ATimeline
ADELL HARRIMAN & CARPENTER INC2,900$348K0.02%-20013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,724$327K<0.01%+3013F-HR/ATimelineGroup
McKinley Carter Wealth Services, Inc.2,714$326K0.02%013F-HRTimeline
CIBC Asset Management Inc2,647$318K<0.01%+40713F-HRTimeline
HB Wealth Management, LLC2,608$313K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC2,521$303K0.25%-1,16613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,500$300K0.03%-5013F-HRTimelineGroup
Future Financial Wealth Managment LLC2,452$294K0.19%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,263$286K0.02%013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,359$283K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC2,348$282K<0.01%013F-HR/ATimeline
Obermeyer Wealth Partners2,251$270K0.01%013F-HRTimeline
Joel Isaacson & Co., LLC2,223$267K0.01%-5013F-HRTimeline
Willow Creek Wealth Management Inc.2,219$266K0.02%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,185$262K0.02%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,163$260K0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,162$259K<0.01%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,126$255K<0.01%new13F-HRTimelineGroup
Strait & Sound Wealth Management LLC2,125$255K0.1%-23713F-HRTimeline
Americana Partners, LLC2,093$251K0.01%+16113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,082$250K0.02%013F-HRTimeline
Valmark Advisers, Inc.2,076$249K<0.01%-98113F-HRTimeline
Affiance Financial, LLC2,067$248K0.05%-3613F-HRTimeline
RDA Financial Network2,037$244K0.06%-1,97813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA2,000$240K<0.01%013F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC2,000$240K0.02%013F-HRTimeline
Breakwater Investment Management1,990$239K0.09%013F-HRTimeline
Darrow Company, Inc.1,938$234K0.11%-77813F-HRTimeline
Carnegie Investment Counsel1,855$223K<0.01%new13F-HRTimeline
John W. Brooker & Co., CPAs1,818$218K0.44%new13F-HRTimeline
WFA Asset Management Corp2,141$212K0.12%013F-HRTimeline
Bill Few Associates, Inc.1,700$204K0.05%new13F-HRTimeline
Stark Wealth Management LLC1,697$204K0.93%new13F-HRTimeline
Thomasville National Bank1,695$203K0.01%new13F-HRTimeline
Allworth Financial LP1,681$202K<0.01%013F-HRTimeline
Granite Harbor Advisors, Inc.1,677$201K0.08%new13F-HRTimeline
Ignite Planners, LLC1,676$201K0.03%new13F-HRTimeline
NorthCoast Asset Management LLC1,674$201K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1,646$198K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC1,634$196K0.09%-2,05913F-HRTimeline
TSFG, LLC1,500$180K0.03%013F-HRTimeline
SIGNATUREFD, LLC1,260$151K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,190$145K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,194$143K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC1,090$131K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$120K<0.01%-113F-HRTimelineGroup
Pillar Financial Advisors, LLC845$101K0.06%013F-HRTimeline
Blue Trust, Inc.800$96K<0.01%013F-HRTimeline
Root Financial Partners, LLC763$91.6K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc745$89.4K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton704$84.5K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC643$77.2K<0.01%-98013F-HRTimelineGroup
TD Capital Management LLC596$71.5K0.01%013F-HRTimeline
TRUST CO OF VERMONT524$62.9K<0.01%-50213F-HRTimeline
Glassman Wealth Services446$53.5K0.01%013F-HRTimeline
Sunbelt Securities, Inc.446$53.5K<0.01%-3,87113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC439$52.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA438$52.6K<0.01%+8113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK420$50K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.404$48.5K0.01%013F-HRTimeline
Rossmore Private Capital400$48K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC384$46.1K<0.01%+22813F-HRTimeline
AE Wealth Management LLC371$44.5K<0.01%-113F-HRTimeline
Glass Jacobson Investment Advisors llc351$42.1K0.02%013F-HRTimeline
Richardson Capital Management LLC326$39.1K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC316$37.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC300$36K<0.01%013F-HRTimeline
Seneschal Advisors, LLC300$36K0.03%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC295$35.4K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.280$33.6K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC275$33K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC240$29.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…230$27.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.226$27.1K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\203$24.4K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC200$24K<0.01%013F-HRTimeline
HM PAYSON & CO200$24K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC200$24K0.02%013F-HRTimeline
Front Row Advisors LLC180$21.6K0.01%013F-HRTimeline
JNBA Financial Advisors178$21.4K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates161$19.3K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp156$18.7K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC140$16.8K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC115$13.8K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/99$11.9K<0.01%013F-HRTimeline
Independence Bank of Kentucky90$10.8K<0.01%013F-HRTimeline
Copia Wealth Management88$10.6K0.01%013F-HRTimeline
Founders Financial Alliance, LLC81$9.77K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division80$9.6K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC56$6.72K<0.01%013F-HRTimeline
Main Street Group, LTD51$6.16K<0.01%013F-HRTimeline
New Millennium Group LLC51$6.12K<0.01%013F-HRTimeline
Dunhill Financial, LLC48$5.72K<0.01%+113F-HRTimeline
FIRST FINANCIAL CORP /IN/42$5.04K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC50$4.05K<0.01%-5713F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC23$2.76K<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC22$2.64K<0.01%013F-HRTimeline
WFA of San Diego, LLC21$2.57K<0.01%-5113F-HRTimeline
Evolution Advisers, Inc.19$2K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.16$1.92K<0.01%013F-HRTimeline