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Disclosery

IOO ISHARES TR

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SHS (fund)

361 managers (367 13F filers) reported a position in IOO shares at 2025-12-31, 46,203,227 shares in all. 42 filers opened a position and 10 filers sold out during the quarter.

Managers
361
13F filers
367
New
42
Added
100
Reduced
109
Sold out
10
Shares held by filers
46,203,227

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Stronghold Wealth Management L.L.C.3,806$482K0.71%13F-HRTimeline
Aprio Wealth Management, LLC3,800$481K0.03%new13F-HRTimeline
COMERICA BANK3,671$465K<0.01%-613F-HRTimeline
IFP Advisors, Inc3,656$463K0.01%+75013F-HRTimeline
CHOREO, LLC3,601$459K0.01%+6313F-HRTimeline
Cape Investment Advisory, Inc.3,586$454K0.14%-27213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,580$453K0.01%013F-HRTimeline
Sowell Financial Services LLC3,550$450K0.02%+513F-HRTimeline
Capital World Investors3,491$445K<0.01%new13F-HRTimeline
LongView Wealth Management3,442$444K0.11%+7713F-HRTimeline
Vawter Financial, Ltd.3,500$443K0.19%013F-HR/ATimeline
Klingman & Associates, LLC3,475$440K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,465$439K<0.01%+213F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC3,420$433K0.03%013F-HRTimeline
Per Stirling Capital Management, LLC.3,348$424K0.05%+913F-HRTimeline
TWO SIGMA SECURITIES, LLC3,298$418K0.06%new13F-HRTimeline
SFMG, LLC3,283$416K0.03%+1113F-HRTimeline
J.W. COLE ADVISORS, INC.3,336$415K0.01%+4713F-HRTimeline
Palisade Asset Management, LLC3,220$408K0.04%013F-HRTimeline
SkyOak Wealth, LLC3,123$396K0.07%-5013F-HRTimeline
Atala Financial Inc3,118$395K0.25%013F-HRTimeline
Financial Council, LLC3,116$395K0.16%013F-HRTimeline
Cresset Asset Management, LLC3,027$383K<0.01%+67913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,012$382K0.02%-30513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,982$378K0.01%+81913F-HRTimelineGroup
Prospera Financial Services Inc2,979$377K0.01%-8413F-HRTimeline
WADDELL & ASSOCIATES, LLC2,909$368K0.02%013F-HRTimeline
RiverTree Advisors, LLC2,858$362K0.23%-11113F-HRTimeline
Sanctuary Advisors, LLC2,856$362K<0.01%-21613F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,847$360K0.08%new13F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC2,743$347K<0.01%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,730$346K0.1%-50013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,714$344K0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,695$341K<0.01%-2913F-HRTimelineGroup
Revisor Wealth Management LLC2,674$339K0.09%-27313F-HRTimeline
CIBC Asset Management Inc2,647$335K<0.01%013F-HRTimeline
HB Wealth Management, LLC2,608$330K<0.01%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,570$326K<0.01%new13F-HRTimeline
Grey Ledge Advisors, LLC2,569$325K0.07%-67213F-HRTimeline
SIERRA OCEAN, LLC2,521$319K0.26%013F-HRTimeline
Avise Financial Cooperative, Inc.2,440$309K0.28%13F-HRTimeline
HighPoint Advisor Group LLC2,437$309K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC2,452$307K0.21%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,400$304K0.01%-2,00013F-HRTimeline
Symphony Financial, Ltd. Co.2,366$301K0.04%new13F-HRTimeline
SBI Securities Co., Ltd.2,371$300K0.01%-54613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,366$300K0.03%-13413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,359$299K<0.01%013F-HR/ATimelineGroup
Allworth Financial LP2,332$295K<0.01%+65113F-HRTimeline
Signal Advisors Wealth, LLC2,331$295K0.02%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,271$292K0.01%+813F-HRTimelineGroup
PCM Encore, LLC2,286$290K0.06%13F-HRTimeline
Joel Isaacson & Co., LLC2,231$283K0.01%+813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,185$277K0.02%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,150$272K0.02%-75013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,126$269K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,125$269K<0.01%-3713F-HRTimeline
Strait & Sound Wealth Management LLC2,125$269K0.1%013F-HRTimeline
Valmark Advisers, Inc.2,115$268K<0.01%+3913F-HRTimeline
Americana Partners, LLC2,094$265K0.01%+113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,082$264K0.02%013F-HRTimeline
Kovack Advisors, Inc.2,059$261K0.01%new13F-HR/ATimeline
Eddie Patel Inc2,026$257K0.19%13F-HRTimeline
OpenArc Corporate Advisory, LLC2,004$254K<0.01%13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA2,000$253K<0.01%013F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC2,000$253K0.02%013F-HRTimeline
Breakwater Investment Management1,990$252K0.09%013F-HRTimeline
Affiance Financial, LLC1,952$247K0.04%-11513F-HRTimeline
Darrow Company, Inc.1,915$243K0.11%-2313F-HRTimeline
Carnegie Investment Counsel1,855$235K<0.01%013F-HRTimeline
RESOLUTE CAPITAL, LLC1,852$235K0.1%13F-HRTimeline
HRT FINANCIAL LP1,805$228K<0.01%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,798$228K0.04%13F-HRTimeline
Concorde Asset Management, LLC1,735$220K0.09%new13F-HRTimeline
Bill Few Associates, Inc.1,700$215K0.05%013F-HRTimeline
D.A. DAVIDSON & CO.1,693$214K<0.01%new13F-HRTimeline
Granite Harbor Advisors, Inc.1,677$212K0.09%013F-HRTimeline
Stark Wealth Management LLC1,666$211K0.79%-3113F-HRTimeline
Financial Engines Advisors L.L.C.1,654$210K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1,646$208K<0.01%013F-HRTimeline
RDA Financial Network1,644$208K0.05%-39313F-HRTimeline
Thomasville National Bank1,615$205K0.01%-8013F-HRTimeline
SIMON QUICK ADVISORS, LLC1,609$204K0.01%new13F-HRTimeline
Traynor Capital Management, Inc.1,604$203K0.01%new13F-HRTimeline
Matrix Trust Co1,588$201K0.03%-6,38613F-HRTimeline
TSFG, LLC1,500$190K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC1,279$162K<0.01%+8513F-HRTimelineGroup
TRUST CO OF VERMONT1,278$162K0.01%+75413F-HRTimeline
LRI Investments, LLC1,263$160K0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,260$160K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,190$152K<0.01%013F-HRTimeline
High Note Wealth, LLC1,090$138K0.03%013F-HRTimeline
Godfrey Financial Associates, Inc.1,243$131K0.11%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$127K<0.01%013F-HRTimelineGroup
Pillar Financial Advisors, LLC845$107K0.06%013F-HRTimeline
Blue Trust, Inc.800$101K<0.01%013F-HRTimeline
Crewe Advisors LLC756$95.8K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc745$94.4K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton704$89.2K0.02%013F-HRTimeline
AlphaCore Capital LLC651$82.5K<0.01%new13F-HRTimeline
TD Capital Management LLC598$75.7K0.01%+213F-HRTimeline
PRIVATE TRUST CO NA565$71.6K0.01%+12713F-HRTimeline
Strive Financial Group ,LLC559$70.8K0.04%13F-HR/ATimeline
Arax Advisory Partners452$57.3K<0.01%new13F-HRTimeline
Glassman Wealth Services446$56.5K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC439$55.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.425$53.9K<0.01%-2113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK420$53K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC408$51.7K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.404$51.2K0.01%013F-HRTimeline
Rossmore Private Capital400$50.7K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG400$50.7K<0.01%13F-HRTimelineGroup
N.E.W. Advisory Services LLC384$48.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…355$45K<0.01%+12513F-HRTimeline
Glass Jacobson Investment Advisors llc351$44.5K0.02%013F-HRTimeline
CoreCap Advisors, LLC300$38K<0.01%013F-HRTimeline
Seneschal Advisors, LLC300$38K0.03%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC295$37.4K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC289$36.6K<0.01%-2713F-HRTimeline
Richardson Capital Management LLC288$36.5K0.02%-3813F-HRTimeline
Strategic Wealth Partners, Ltd.280$35.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.277$35.1K<0.01%+5113F-HRTimeline
Olistico Wealth, LLC276$35K0.02%new13F-HRTimeline
FINANCIAL CONSULATE, INC275$34.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC240$30.8K<0.01%013F-HRTimeline
AE Wealth Management LLC236$29.9K<0.01%-13513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\203$25.7K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC201$25.5K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC200$25.3K<0.01%013F-HRTimeline
HM PAYSON & CO200$25.3K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC200$25.3K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…185$23.4K<0.01%new13F-HRTimeline
Front Row Advisors LLC180$22.8K0.01%013F-HRTimeline
JNBA Financial Advisors178$22.5K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates161$20.4K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp156$19.8K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC142$18K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC140$17.7K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC115$14.6K<0.01%013F-HRTimeline
Greenline Wealth Management LLC114$14.4K0.01%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/99$12.5K<0.01%013F-HRTimeline
Independence Bank of Kentucky90$11.4K<0.01%013F-HRTimeline
Copia Wealth Management88$11.1K0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC135$10.9K<0.01%+8513F-HRTimelineGroup
Central Pacific Bank - Trust Division80$10.1K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.70$8.87K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC56$7.09K<0.01%013F-HRTimeline
New Millennium Group LLC50$6.33K<0.01%-113F-HRTimeline
Dunhill Financial, LLC48$6.04K<0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/42$5.32K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC42$5.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40$5.07K<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC25$3.17K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC23$2.91K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC22$2.79K<0.01%013F-HRTimeline
WFA of San Diego, LLC21$2.72K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.16$2.03K<0.01%013F-HRTimeline
CrossGen Wealth, LLC16$2.03K<0.01%13F-HRTimeline
Evolution Advisers, Inc.19$2K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC7$1.4K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC1$127<0.01%-1,63313F-HRTimeline