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Disclosery

IOO ISHARES TR

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SHS (fund)

353 managers (358 13F filers) reported a position in IOO shares at 2026-03-31, 46,810,294 shares in all. 25 filers opened a position and 30 filers sold out during the quarter.

Managers
353
13F filers
358
New
25
Added
107
Reduced
110
Sold out
30
Shares held by filers
46,810,294

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Stronghold Wealth Management L.L.C.3,723$450K0.68%-8313F-HRTimeline
CHOREO, LLC3,696$447K0.01%+9513F-HRTimeline
LongView Wealth Management3,381$440K0.11%-6113F-HRTimeline
Financial Council, LLC3,620$438K0.17%+50413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,580$433K0.01%013F-HRTimeline
Sowell Financial Services LLC3,550$429K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,522$426K<0.01%-1,93913F-HRTimelineGroup
Vawter Financial, Ltd.3,500$423K0.18%013F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC3,478$421K<0.01%+78313F-HRTimelineGroup
Klingman & Associates, LLC3,475$420K0.02%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,450$417K0.03%+3013F-HRTimeline
Cape Investment Advisory, Inc.3,383$409K0.14%-20313F-HRTimeline
Per Stirling Capital Management, LLC.3,345$405K0.04%-313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,313$401K0.01%+33113F-HRTimelineGroup
SFMG, LLC3,283$397K0.03%013F-HRTimeline
Palisade Asset Management, LLC3,220$390K0.04%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,134$379K<0.01%-5,26713F-HRTimelineGroup
Atala Financial Inc3,118$379K0.25%013F-HRTimeline
SkyOak Wealth, LLC3,123$378K0.07%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,012$364K0.02%013F-HRTimelineGroup
Sanctuary Advisors, LLC2,856$345K<0.01%013F-HRTimeline
Steelhead Wealth Management LLC2,847$344K0.17%13F-HRTimeline
WADDELL & ASSOCIATES, LLC2,826$342K0.02%-8313F-HRTimeline
ROCKLAND TRUST CO2,815$341K0.01%new13F-HRTimeline
HB Wealth Management, LLC2,808$340K<0.01%+20013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,730$330K0.09%013F-HRTimeline
Revisor Wealth Management LLC2,674$323K0.09%013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,671$323K0.04%-62713F-HRTimeline
Future Financial Wealth Managment LLC2,452$322K0.21%013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,652$321K0.02%-6213F-HRTimeline
Symphony Financial, Ltd. Co.2,684$319K0.04%+31813F-HRTimeline
RiverTree Advisors, LLC2,612$316K0.2%-24613F-HRTimeline
D.A. DAVIDSON & CO.2,576$312K<0.01%+88313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,570$311K<0.01%013F-HRTimeline
Grey Ledge Advisors, LLC2,569$311K0.07%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,327$311K0.01%+5613F-HRTimelineGroup
PW ADVISORS, LLC \ FL2,567$311K0.23%new13F-HRTimeline
HighPoint Advisor Group LLC2,521$305K0.01%+8413F-HRTimeline
Strait & Sound Wealth Management LLC2,488$301K0.11%+36313F-HRTimeline
SIERRA OCEAN, LLC2,477$300K0.25%-4413F-HRTimeline
MONTAG A & ASSOCIATES INC2,400$290K0.01%013F-HRTimeline
Integrity Wealth Partners, LLC2,399$290K0.26%13F-HRTimeline
Avise Financial Cooperative, Inc.2,381$288K0.24%-5913F-HRTimeline
Bill Few Associates, Inc.2,380$288K0.07%+68013F-HRTimeline
Cresset Asset Management, LLC2,348$284K<0.01%-67913F-HRTimeline
Golden State Wealth Management, LLC2,322$281K0.03%-3,76113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,259$273K<0.01%+13313F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,233$270K0.03%-13313F-HRTimelineGroup
Joel Isaacson & Co., LLC2,231$270K0.01%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,185$264K0.02%013F-HRTimeline
Allworth Financial LP2,147$260K<0.01%-18513F-HRTimeline
Kovack Advisors, Inc.2,099$256K0.01%+4013F-HRTimeline
Americana Partners, LLC2,094$253K0.01%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,082$252K0.02%013F-HRTimeline
SBI Securities Co., Ltd.2,011$243K0.01%-36013F-HRTimeline
OpenArc Corporate Advisory, LLC2,004$242K<0.01%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC2,000$242K0.02%013F-HRTimeline
Breakwater Investment Management1,990$241K0.09%013F-HRTimeline
CPWA, LLC1,713$240K0.29%13F-HRTimeline
Affiance Financial, LLC1,952$236K0.04%013F-HRTimeline
Catalyst Investment Management LLC1,744$233K0.26%-52,03913F-HRTimeline
Darrow Company, Inc.1,915$232K0.1%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC1,872$226K0.03%new13F-HRTimeline
Carnegie Investment Counsel1,855$224K<0.01%013F-HRTimeline
RESOLUTE CAPITAL, LLC1,852$224K0.09%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,775$215K0.01%-81,89313F-HRTimeline
Concorde Asset Management, LLC1,725$209K0.1%-1013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,688$204K0.03%-11013F-HRTimeline
VestGen Advisors, LLC1,445$202K0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.1,654$200K<0.01%013F-HRTimeline
TSFG, LLC1,500$181K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.1,375$166K0.03%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,300$157K0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,260$152K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.1,243$150K0.13%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,190$146K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,197$145K<0.01%-8213F-HRTimelineGroup
High Note Wealth, LLC1,090$132K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,049$127K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC950$116K<0.01%-18,21913F-HRTimeline
Scarborough Advisors, LLC885$107K0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC845$102K0.06%013F-HRTimeline
Blue Trust, Inc.800$96.8K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp764$92.4K<0.01%+60813F-HRTimelineGroup
Crewe Advisors LLC756$91.5K0.01%013F-HRTimeline
AdvisorNet Financial, Inc745$90.1K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC712$86.1K<0.01%+42313F-HRTimeline
Rosenberg Matthew Hamilton704$85.2K0.02%013F-HRTimeline
AlphaCore Capital LLC651$78.8K<0.01%013F-HRTimeline
TD Capital Management LLC598$72.3K0.01%013F-HRTimeline
PRIVATE TRUST CO NA565$68.3K0.01%013F-HRTimeline
Strive Financial Group ,LLC559$68K0.04%013F-HRTimeline
Arax Advisory Partners452$54.7K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG450$54.4K<0.01%+5013F-HRTimelineGroup
Glassman Wealth Services446$54K0.01%013F-HRTimeline
Sunbelt Securities, Inc.425$51.4K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK420$51K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.404$48.9K0.01%013F-HRTimeline
Rossmore Private Capital400$48.4K<0.01%013F-HRTimeline
WestEnd Advisors, LLC397$48.1K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC386$46.7K<0.01%-5313F-HRTimeline
N.E.W. Advisory Services LLC384$46.5K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc351$42.5K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.320$38.7K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…306$37K<0.01%-4913F-HRTimeline
CoreCap Advisors, LLC300$36.3K<0.01%013F-HRTimeline
Seneschal Advisors, LLC300$36.3K0.03%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC295$35.7K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC289$35K<0.01%new13F-HRTimeline
Richardson Capital Management LLC288$34.8K0.02%013F-HRTimeline
PlanVest Financial, Inc285$34.5K0.03%13F-HRTimeline
Strategic Wealth Partners, Ltd.280$33.9K<0.01%013F-HRTimeline
Olistico Wealth, LLC276$33.4K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC275$33.3K<0.01%013F-HRTimeline
DT Investment Partners, LLC266$32.2K<0.01%new13F-HRTimeline
AE Wealth Management LLC248$30K<0.01%+1213F-HRTimeline
Sound Income Strategies, LLC240$29.3K<0.01%013F-HRTimeline
Clearstead Advisors, LLC200$24.2K<0.01%013F-HRTimeline
HM PAYSON & CO200$24.2K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC200$24.2K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…185$22.6K<0.01%013F-HRTimeline
Front Row Advisors LLC180$21.8K0.01%013F-HRTimeline
JNBA Financial Advisors178$21.5K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC161$19.5K<0.01%13F-HRTimelineGroup
Global Wealth Strategies & Associates161$19.5K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC158$19.1K<0.01%+1613F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC140$16.9K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC115$13.9K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/99$12K<0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC95$11.5K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC81$10.9K<0.01%-12013F-HRTimeline
Independence Bank of Kentucky90$10.9K<0.01%013F-HRTimeline
Copia Wealth Management88$10.6K0.01%013F-HRTimeline
Founders Financial Alliance, LLC82$9.89K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division80$9.68K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC56$6.77K<0.01%013F-HRTimeline
Main Street Group, LTD52$6.23K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.51$6.17K<0.01%-22613F-HRTimeline
Dunhill Financial, LLC47$5.76K<0.01%-113F-HRTimeline
FIRST FINANCIAL CORP /IN/42$5.08K<0.01%013F-HRTimeline
Advisory Services Network, LLC40$4.84K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40$4.84K<0.01%013F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC23$2.78K<0.01%013F-HRTimeline
WFA of San Diego, LLC21$2.6K<0.01%013F-HRTimeline
Bangor Savings Bank17$2.06K<0.01%new13F-HRTimeline
Evolution Advisers, Inc.19$2K<0.01%013F-HRTimeline
EASTERN BANK16$1.94K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.16$1.94K<0.01%013F-HRTimeline
CrossGen Wealth, LLC16$1.94K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC7$1.27K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$1.21K<0.01%new13F-HRTimelineGroup
Atomic Invest LLC10$1.2K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC1$121<0.01%013F-HRTimeline