Skip to content
Disclosery

IOO ISHARES TR

Follow

SHS (fund)

305 managers (309 13F filers) reported a position in IOO shares at 2024-12-31, 47,108,667 shares in all. 37 filers opened a position and 12 filers sold out during the quarter.

Managers
305
13F filers
309
New
37
Added
115
Reduced
71
Sold out
12
Shares held by filers
47,108,667

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.27,047,105$2.73B0.06%+573,93613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,285,854$331M0.28%-492,09513F-HRTimelineGroup
Amplius Wealth Advisors, LLC1,043,413$105M10.78%+126,86313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY948,039$95.5M0.01%+70,42713F-HR/ATimelineGroup
LPL Financial LLC860,363$86.7M0.04%+137,78013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/837,706$84.4M0.01%+37,25513F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC680,708$68.6M6.99%+1,69413F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC625,128$63M0.02%13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC576,211$58.1M0.16%-63,87213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC451,883$45.5M0.01%-15,49413F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP378,243$38.3M0.04%-338,93813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…379,738$38.3M0.54%+21,27113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.371,439$37.4M0.24%+17,32913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV370,244$37.3M3.03%+358,17113F-HRTimeline
UBS Group AGin group UBS Group AG355,818$35.9M0.01%-7,29313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding350,104$35.3M+11,480Timeline
Modern Wealth Management, LLC316,209$31.9M1.19%+211,22213F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA282,278$28.4M0.01%-6,12813F-HRTimelineGroup
MATHER GROUP, LLC.273,756$27.6M0.36%+6,84213F-HRTimeline
MML INVESTORS SERVICES, LLC249,516$25.1M0.09%+5,58513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN236,495$23.8M0.01%+2,98513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth225,638$22.7M0.06%+2,98613F-HR/ATimelineGroup
OLD NATIONAL BANCORP /IN/212,375$21.4M0.51%-46,97313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding193,338$19.5M+92,953Timeline
COMMONWEALTH EQUITY SERVICES, LLC192,495$19.4M0.03%+22,34013F-HRTimeline
Per Stirling Capital Management, LLC.187,667$18.9M2.68%+2,58113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.172,002$17.3M0.04%+15,37713F-HR/ATimelineGroup
Kaye Capital Management167,332$16.9M7.65%-10013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…167,201$16.8M0.58%+4,99913F-HRTimelineGroup
Drake & Associates, LLC164,909$16.8M4.78%+4,92513F-HRTimeline
SCOTIA CAPITAL INC.154,118$15.5M0.08%-71913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…153,678$15.5M0.03%+1,39613F-HR/ATimeline
Beaumont Financial Advisors, LLC152,118$15.3M1.15%-85,12313F-HRTimeline
Asset Allocation Strategies LLC145,316$15M3.61%-3,62913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC142,816$14.4M0.01%+14,15813F-HRTimelineGroup
Sigma Planning Corp140,855$14.2M0.45%-22,64013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/132,540$13.4M0.01%+13,55613F-HRTimelineGroup
Flagship Private Wealth, LLC119,635$12.1M5.81%-1,15813F-HRTimeline
Tower Wealth Partners, Inc.118,521$11.9M6.25%-4,45913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.115,922$11.7M0.11%+21,11613F-HRTimelineGroup
Cetera Investment Advisers114,752$11.6M0.02%+8,21213F-HRTimeline
Three Cord True Wealth Management, LLC112,664$11.4M9.82%13F-HRTimeline
CENTAURUS FINANCIAL, INC.112,537$11.3M0.69%-29413F-HRTimeline
Cambridge Investment Research Advisors,…111,459$11.2M0.04%+1,70513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC111,237$11.2M0.68%+4,47213F-HRTimeline
Federation des caisses Desjardins du Qu…101,457$10.2M0.05%+8,65113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED100,478$10.2M0.95%+20,81213F-HRTimeline
Greykasell Wealth Strategies, Inc.89,428$9.01M5.01%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC89,040$8.97M0.67%+41,69713F-HRTimeline
Certified Advisory Corp85,371$8.6M0.93%+1,43013F-HRTimeline
Bluesphere Advisors LLC81,722$8.24M4.03%-72013F-HRTimeline
Alexis Investment Partners, LLC80,297$8.13M3.98%13F-HRTimeline
Mariner, LLCin group Mariner, LLC80,146$8.08M0.01%+1,50713F-HRTimelineGroup
Gladstone Institutional Advisory LLC74,991$7.56M0.35%+47,57813F-HRTimeline
CIBC WORLD MARKET INC.72,236$7.28M0.02%+9,49613F-HRTimeline
Valmark Advisers, Inc.71,643$7.22M0.11%+63,02213F-HRTimeline
Connecticut Wealth Management, LLC70,729$7.13M0.35%-53313F-HRTimeline
USAdvisors Wealth Management, LLC37,686$6.8M2.21%-2,90913F-HRTimeline
Dogwood Wealth Management LLC59,025$5.95M3.15%+10,46913F-HRTimeline
Capital International Investorsin group Capital International Investo…55,296$5.61M<0.01%+33,87313F-HRTimelineGroup
Hidden Cove Wealth Management, LLC54,029$5.44M4.42%13F-HRTimeline
Hudock, Inc.54,018$5.44M0.95%+54413F-HRTimeline
Meridian Wealth Management, LLC52,648$5.31M0.25%+11,59513F-HRTimeline
Capital Advisors, Ltd. LLC51,842$5.22M0.66%-12013F-HRTimeline
Integrated Wealth Concepts LLC51,719$5.21M0.06%+7,76713F-HRTimeline
Merit Financial Group, LLC48,725$4.91M0.09%new13F-HRTimeline
Private Advisor Group, LLC48,498$4.89M0.03%-4,05713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…48,409$4.88M0.12%+1,00013F-HRTimelineGroup
180 WEALTH ADVISORS, LLC45,686$4.6M0.72%-59513F-HRTimeline
Whelan Financial45,582$4.59M1.81%+1,09613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,824$4.42M<0.01%+19,51713F-HRTimelineGroup
NFSG Corp43,110$4.34M1.12%+5,61913F-HRTimeline
FAGAN ASSOCIATES, INC.42,805$4.31M0.69%-32413F-HRTimeline
Atria Investments, Inc42,644$4.3M0.05%+91413F-HRTimeline
Janney Montgomery Scott LLC41,418$4.17M0.01%-45013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,353$3.97M<0.01%+29,31013F-HRTimelineGroup
Perigon Wealth Management, LLC38,809$3.9M0.1%+37713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,515$3.68M0.01%-2,31113F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH34,698$3.5M0.97%-4,66213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO34,039$3.43M0.02%new13F-HRTimelineGroup
Christensen, King & Associates Investme…28,790$2.97M1.39%+61713F-HRTimeline
Rathbones Group PLC27,351$2.76M0.01%+3,76013F-HRTimeline
RDA Financial Network27,122$2.73M0.8%+4,36413F-HRTimeline
IEQ CAPITAL, LLC26,782$2.7M0.03%013F-HRTimeline
GLOBALT Investments LLC / GA26,672$2.69M0.1%013F-HRTimeline
Bleakley Financial Group, LLC26,160$2.64M0.08%+27213F-HRTimeline
LWM Advisory Services, LLC25,925$2.61M1.82%+1,97813F-HRTimeline
HARBOUR INVESTMENTS, INC.23,962$2.41M0.07%+9,74013F-HRTimeline
HighTower Advisors, LLC23,389$2.36M<0.01%+11,55813F-HRTimeline
Vickerman Investment Advisors, Inc.23,304$2.35M0.64%+18513F-HRTimeline
Cullen Capital Management, LLC21,889$2.21M0.03%new13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.21,373$2.15M1.2%13F-HRTimeline
Atria Wealth Solutions, Inc.21,005$2.12M0.02%-9,94213F-HRTimeline
TD Waterhouse Canada Inc.20,958$2.11M0.02%+1613F-HRTimeline
Visionary Wealth Advisors20,435$2.06M0.12%-8413F-HRTimeline
Curbstone Financial Management Corp20,180$2.03M0.43%-20013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC19,793$1.99M1.09%013F-HRTimeline
CHB Investment Group, LLC19,727$1.99M1.08%-2,48513F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC19,705$1.99M1.58%+5,65813F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding19,567$1.97M+11,874Timeline
Legacy Advisory Services, LLC18,972$1.91M1.63%+4913F-HRTimeline
Steward Partners Investment Advisory, L…18,709$1.89M0.02%-5913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,128$1.83M<0.01%+2,32313F-HRTimelineGroup
JENNISON ASSOCIATES LLC17,748$1.79M<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,547$1.77M<0.01%+97813F-HRTimelineGroup
FMR LLCin group FMR LLC16,826$1.7M<0.01%+1,12413F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,800$1.69M0.02%013F-HRTimelineGroup
RiverTree Advisors, LLC15,864$1.6M1.05%+3,51113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,795$1.59M0.04%13F-HRTimeline
Waverly Advisors, LLC15,743$1.59M0.02%+13,53013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding15,489$1.56M+10,729Timeline
US BANCORP \DE\in group US BANCORP \DE\15,322$1.54M<0.01%+1,50813F-HRTimelineGroup
Retirement Planning Group, LLC15,036$1.52M0.08%-26713F-HRTimeline
Onyx Bridge Wealth Group LLC14,393$1.45M0.21%+35713F-HRTimeline
Independent Advisor Alliance14,358$1.45M0.02%new13F-HRTimeline
Fortis Group Advisors, LLC13,679$1.38M0.26%+11,58913F-HRTimeline
Creekside Partners13,441$1.35M0.7%013F-HRTimeline
Chicago Partners Investment Group LLC13,006$1.32M0.04%-2,66513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,992$1.31M0.71%-8713F-HRTimeline
Independent Solutions Wealth Management…12,965$1.31M0.29%new13F-HRTimeline
Montis Financial, LLC12,770$1.29M0.4%013F-HRTimeline
Financial Advocates Investment Manageme…12,620$1.27M0.07%+99113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,517$1.26M<0.01%-2,84713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK12,489$1.24M0.11%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,282$1.24M0.02%+6613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC11,805$1.19M0.06%+2313F-HRTimeline
Creative Planningin group Creative Planning11,742$1.18M<0.01%-35613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,566$1.17M<0.01%-6213F-HRTimelineGroup
Ifrah Financial Services, Inc.11,232$1.13M0.31%+25913F-HRTimeline
Global Retirement Partners, LLC11,143$1.12M0.03%+2,53113F-HRTimeline
Powell Investment Advisors, LLC11,092$1.12M0.52%+4513F-HRTimeline
Main Street Financial Solutions, LLC10,663$1.07M0.11%-38113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,497$1.06M0.02%-31713F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co10,115$1.02M0.03%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC10,062$1.01M0.03%-81013F-HRTimeline
World Investment Advisors9,976$1.01M0.03%-41113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,377$945K<0.01%-23,33213F-HRTimelineGroup
NewEdge Advisors, LLC9,307$938K0.01%+77913F-HRTimeline
KPP Advisory Services LLC9,254$933K0.22%-38413F-HRTimeline
Avior Wealth Management, LLC9,198$927K0.03%-38113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.9,023$909K0.84%13F-HRTimeline
HBW ADVISORY SERVICES LLC8,652$872K0.09%+98513F-HRTimeline
Arete Wealth Advisors, LLC8,614$868K0.06%+29613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,504$857K<0.01%+5,37013F-HRTimelineGroup
Kingsview Wealth Management, LLC8,362$843K0.02%-23,89613F-HRTimeline
Focus Financial Network, Inc.8,287$835K0.03%new13F-HRTimeline
Evolution Wealth Advisors, LLC8,254$832K0.14%-25013F-HRTimeline
COMERICA BANK8,254$832K<0.01%+52113F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,964$803K0.01%+62813F-HRTimeline
Belpointe Asset Management LLC7,855$792K0.05%+1,74213F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,822$788K0.29%+55013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,800$786K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC7,800$786K0.28%new13F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC7,798$786K0.3%+1,01413F-HR/ATimeline
RFG Advisory, LLC7,713$777K0.02%-7413F-HRTimeline
BCS Wealth Management7,673$773K0.19%new13F-HRTimeline
Ausdal Financial Partners, Inc.7,422$748K0.06%+76013F-HRTimeline
Csenge Advisory Group6,980$703K0.04%-81113F-HRTimeline
First Heartland Consultants, Inc.6,888$694K0.07%+65213F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC6,708$676K<0.01%new13F-HRTimeline
Legacy Financial Strategies, LLC6,518$656K0.14%013F-HRTimeline
UNIQUE WEALTH, LLC6,489$654K0.14%+1113F-HRTimeline
Mascagni Wealth Management, Inc.6,731$648K0.64%13F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,371$642K<0.01%+76513F-HRTimelineGroup
MONTAG A & ASSOCIATES INC6,256$630K0.03%013F-HRTimeline
Geneos Wealth Management Inc.6,180$623K0.02%+40013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,116$616K0.3%+813F-HRTimeline
Mirador Capital Partners LP5,875$592K0.11%+7013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,752$580K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC5,607$565K0.02%-3,45613F-HRTimeline
MidAtlantic Capital Management, Inc.5,514$556K0.41%013F-HRTimeline
NTV Asset Management LLC5,430$547K0.07%-42013F-HRTimeline
EP Wealth Advisors, LLC5,406$545K<0.01%+35613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,345$539K0.04%-2,85513F-HRTimelineGroup
Weaver Consulting Group5,316$536K0.16%013F-HRTimeline
HHM Wealth Advisors, LLC5,106$515K0.07%new13F-HRTimeline
BigSur Wealth Management LLC5,076$512K0.15%013F-HRTimeline
Beacon Pointe Advisors, LLC5,020$506K0.01%+213F-HRTimeline
WHITTIER TRUST CO5,000$504K0.01%013F-HRTimeline
Parallel Advisors, LLC4,958$500K0.01%+113F-HRTimeline
WPWealth LLP4,610$465K0.09%013F-HRTimeline
Capital World Investors4,523$459K<0.01%new13F-HRTimeline
Grey Ledge Advisors, LLC4,520$456K0.12%-30813F-HRTimeline
DHK Financial Advisors, Inc.4,500$453K0.28%013F-HRTimeline
Dorsey & Whitney Trust CO LLC4,393$443K0.02%-31113F-HRTimeline
Sunbelt Securities, Inc.4,317$438K0.04%+10613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,310$434K0.02%-2513F-HR/ATimeline
FIRST COMMUNITY TRUST NA4,204$424K0.3%013F-HRTimeline
Sanctuary Advisors, LLC4,081$420K<0.01%-17413F-HRTimeline
Glass Jacobson Investment Advisors llc4,141$417K0.14%+2,88313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aveo Capital Partners, LLC4,087$412K0.05%-5,79813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,042$407K0.08%013F-HRTimeline
Cape Investment Advisory, Inc.3,980$401K0.16%-613F-HRTimeline
MAI Capital Management3,957$399K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC3,906$394K0.02%-19513F-HRTimeline
Obermeyer Wealth Partners3,852$388K0.02%+1,81913F-HRTimeline
Ignite Planners, LLC3,754$382K0.08%-2513F-HRTimeline
Lane & Associates LLC3,656$374K0.19%013F-HRTimeline
SIERRA OCEAN, LLC3,687$372K0.3%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,636$366K<0.01%+313F-HRTimelineGroup