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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 2025-03-31, 46,646,237 shares in all. 37 filers opened a position and 22 filers sold out during the quarter.

Managers
319
13F filers
324
New
37
Added
84
Reduced
106
Sold out
22
Shares held by filers
46,646,237

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BlackRock, Inc.in group BlackRock, Inc.27,410,117$2.64B0.06%+363,01213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,955,337$285M0.23%-330,51713F-HRTimelineGroup
Amplius Wealth Advisors, LLC1,154,012$111M11.56%+110,59913F-HRTimeline
Annex Advisory Services, LLC1,085,956$105M2.96%new13F-HRTimeline
LPL Financial LLC936,236$90.2M0.04%+75,87313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY900,765$86.7M0.01%-47,27413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/819,680$78.9M0.01%-18,02613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC643,790$62M0.02%+18,66213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC455,367$44M0.01%+3,48413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV390,026$37.6M3%+19,78213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.382,953$36.9M0.22%+11,51413F-HRTimeline
UBS Group AGin group UBS Group AG364,891$35.1M0.01%+9,07313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding357,121$34.4M+7,017Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…322,760$31.1M0.46%-56,97813F-HRTimelineGroup
Modern Wealth Management, LLC316,906$30.5M0.98%+69713F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA282,928$27.2M0.01%+65013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC278,862$26.9M0.09%+29,34613F-HRTimeline
MATHER GROUP, LLC.274,898$26.5M0.31%+1,14213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC195,970$18.9M0.03%+3,47513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth194,118$18.7M0.05%-31,52013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.188,804$18.2M0.04%+16,80213F-HRTimelineGroup
Kaye Capital Management179,576$17.3M7.06%+12,24413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding178,118$17.2M-15,220Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN175,874$16.9M<0.01%-60,62113F-HRTimelineGroup
Drake & Associates, LLC168,294$16.2M4.55%+3,38513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding161,735$15.9M-5,466Timeline
OLD NATIONAL BANCORP /IN/161,575$15.6M0.41%-50,80013F-HRTimeline
SCOTIA CAPITAL INC.157,388$15.2M0.08%+3,27013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC148,899$14.3M0.01%+6,08313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…147,294$14.2M0.03%-6,38413F-HRTimeline
Beaumont Financial Advisors, LLC144,213$13.9M1.09%-7,90513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/130,927$12.6M0.01%-1,61313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.128,923$12.4M0.12%+13,00113F-HRTimelineGroup
Asset Allocation Strategies LLC126,469$12.2M3.03%-18,84713F-HRTimeline
Cetera Investment Advisers122,656$11.8M0.02%+7,90413F-HRTimeline
Three Cord True Wealth Management, LLC122,493$11.8M10.12%+9,82913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC120,806$11.6M0.73%+9,56913F-HRTimeline
Cambridge Investment Research Advisors,…119,952$11.6M0.04%+8,49313F-HRTimeline
Flagship Private Wealth, LLC118,754$11.4M5.45%-88113F-HRTimeline
Tower Wealth Partners, Inc.118,510$11.4M6.1%-1113F-HRTimeline
CENTAURUS FINANCIAL, INC.115,863$11.2M0.68%+3,32613F-HRTimeline
Sigma Planning Corp110,019$10.6M0.34%-30,83613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED102,788$9.89M0.93%+2,31013F-HR/ATimeline
Federation des caisses Desjardins du Qu…100,858$9.71M0.05%-59913F-HRTimeline
Certified Advisory Corp92,790$8.93M1.01%+7,41913F-HRTimeline
Greykasell Wealth Strategies, Inc.91,138$8.78M4.68%+1,71013F-HRTimeline
Mariner, LLCin group Mariner, LLC83,461$8.04M0.01%+3,31513F-HRTimelineGroup
Alexis Investment Partners, LLC82,079$7.9M3.78%+1,78213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC81,626$7.86M0.01%new13F-HR/ATimelineGroup
Bluesphere Advisors LLC78,214$7.53M4.31%-3,50813F-HRTimeline
Hudock, Inc.78,000$7.51M1.31%+23,98213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP74,218$7.14M0.01%+30,39413F-HR/ATimelineGroup
Valmark Advisers, Inc.69,257$6.67M0.1%-2,38613F-HRTimeline
CIBC WORLD MARKET INC.67,750$6.52M0.01%-4,48613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP67,546$6.5M0.01%-310,69713F-HRTimeline
Gladstone Institutional Advisory LLC67,306$6.48M0.3%-7,68513F-HRTimeline
Dogwood Wealth Management LLC60,336$5.81M3.05%+1,31113F-HRTimeline
Integrated Wealth Concepts LLC58,521$5.64M0.07%+6,80213F-HRTimeline
Meridian Wealth Management, LLC58,491$5.63M0.27%+5,84313F-HRTimeline
Hidden Cove Wealth Management, LLC57,588$5.55M4.38%+3,55913F-HRTimeline
NFSG Corp53,493$5.15M1.25%+10,38313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC51,030$4.91M0.01%-525,18113F-HRTimelineGroup
Capital Advisors, Ltd. LLC50,915$4.9M0.65%-92713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…49,218$4.74M0.12%+80913F-HRTimelineGroup
Merit Financial Group, LLC49,092$4.73M0.07%+36713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC47,179$4.56M0.42%-41,86113F-HR/ATimeline
Whelan Financial45,567$4.39M1.71%-1513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO45,245$4.36M0.03%+11,20613F-HRTimelineGroup
180 WEALTH ADVISORS, LLC44,073$4.24M0.68%-1,61313F-HRTimeline
Private Advisor Group, LLC42,632$4.11M0.02%-5,86613F-HRTimeline
FAGAN ASSOCIATES, INC.41,926$4.04M0.67%-87913F-HRTimeline
Janney Montgomery Scott LLC40,355$3.89M0.01%-1,06313F-HRTimeline
Atria Investments, Inc39,490$3.8M0.05%-3,15413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,335$3.79M<0.01%-1813F-HRTimelineGroup
Perigon Wealth Management, LLC38,360$3.69M0.09%-44913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,009$3.47M0.01%-50613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,525$3.42M0.01%new13F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH34,698$3.34M1.07%013F-HRTimeline
Connecticut Wealth Management, LLC34,666$3.34M0.17%-36,06313F-HRTimeline
USAdvisors Wealth Management, LLC32,427$3.12M1.09%-5,25913F-HRTimeline
Christensen, King & Associates Investme…29,932$2.99M1.42%+1,14213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,434$2.74M<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC27,333$2.63M0.02%+55113F-HRTimeline
Capital International Investorsin group Capital International Investo…27,116$2.61M<0.01%-28,18013F-HRTimelineGroup
RDA Financial Network26,975$2.6M0.77%-14713F-HRTimeline
GLOBALT Investments LLC / GA26,672$2.57M0.1%013F-HRTimeline
Vickerman Investment Advisors, Inc.26,341$2.54M0.57%+3,03713F-HRTimeline
Bleakley Financial Group, LLC26,160$2.52M0.08%013F-HRTimeline
LWM Advisory Services, LLC26,025$2.51M1.74%+10013F-HRTimeline
Atria Wealth Solutions, Inc.25,870$2.49M0.03%+4,86513F-HRTimeline
HARBOUR INVESTMENTS, INC.24,199$2.33M0.07%+23713F-HRTimeline
Rathbones Group PLC23,471$2.26M0.01%-3,88013F-HRTimeline
HighTower Advisors, LLC23,262$2.24M<0.01%-12713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,791$2.19M0.01%+4,66313F-HRTimelineGroup
TD Waterhouse Canada Inc.21,108$2.04M0.02%+15013F-HRTimeline
FLOW TRADERS U.S. LLC20,980$2.02M0.09%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC19,793$1.91M1.07%013F-HRTimeline
Curbstone Financial Management Corp19,680$1.89M0.4%-50013F-HRTimeline
Visionary Wealth Advisors19,654$1.89M0.11%-78113F-HRTimeline
CHB Investment Group, LLC19,116$1.84M0.98%-61113F-HRTimeline
Steward Partners Investment Advisory, L…18,721$1.8M0.02%+1213F-HRTimeline
FMR LLCin group FMR LLC18,324$1.76M<0.01%+1,49813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC17,797$1.71M<0.01%+25013F-HRTimelineGroup
Legacy Advisory Services, LLC17,568$1.69M1.43%-1,40413F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding17,094$1.65M-2,473Timeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,800$1.62M0.02%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP16,678$1.61M<0.01%+10,30713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC16,002$1.54M0.04%+20713F-HRTimeline
Fortis Group Advisors, LLC15,798$1.52M0.3%+2,11913F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.15,503$1.49M0.72%-5,87013F-HRTimeline
Waverly Advisors, LLC14,987$1.44M0.02%-75613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,478$1.39M<0.01%-84413F-HRTimelineGroup
Onyx Bridge Wealth Group LLC14,393$1.39M0.2%013F-HRTimeline
Retirement Planning Group, LLC14,376$1.38M0.06%-66013F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV13,929$1.34M0.95%new13F-HRTimeline
Geneos Wealth Management Inc.13,870$1.34M0.02%+7,69013F-HRTimeline
Independent Solutions Wealth Management…13,618$1.31M0.29%+65313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC13,613$1.31M0.52%+5,81513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,454$1.3M<0.01%new13F-HRTimelineGroup
Creekside Partners13,441$1.29M0.68%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding13,287$1.28M-2,202Timeline
HOWARD WEALTH MANAGEMENT, LLC13,071$1.26M0.7%+7913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK12,489$1.24M0.11%013F-HRTimeline
Montis Financial, LLC12,770$1.23M0.36%013F-HRTimeline
Financial Advocates Investment Manageme…12,620$1.22M0.09%013F-HRTimeline
Chicago Partners Investment Group LLC12,440$1.21M0.04%-56613F-HRTimeline
Creative Planningin group Creative Planning12,355$1.19M<0.01%+61313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,946$1.15M<0.01%-57113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,607$1.12M<0.01%+4113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC11,400$1.1M<0.01%+3,60013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,005$1.06M0.06%-80013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,790$1.04M0.02%-1,49213F-HRTimelineGroup
Main Street Financial Solutions, LLC10,572$1.02M0.09%-9113F-HRTimeline
JENNISON ASSOCIATES LLC10,493$1.01M<0.01%-7,25513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,475$1.01M0.02%-2213F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co10,115$974K0.03%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC10,062$969K0.03%013F-HRTimeline
KPP Advisory Services LLC9,941$957K0.18%+68713F-HRTimeline
Kingsview Wealth Management, LLC9,792$943K0.02%+1,43013F-HRTimeline
World Investment Advisors9,782$942K0.02%-19413F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC9,530$918K0.68%-10,17513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,377$903K<0.01%013F-HR/ATimelineGroup
Ifrah Financial Services, Inc.9,042$871K0.25%-2,19013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.8,853$852K0.75%-17013F-HRTimeline
Powell Investment Advisors, LLC8,796$847K0.42%-2,29613F-HRTimeline
HRT FINANCIAL LP8,771$844K0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC8,747$842K0.05%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.8,704$838K0.06%+1,28213F-HRTimeline
Avior Wealth Management, LLC8,539$822K0.03%-65913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,504$819K<0.01%013F-HRTimelineGroup
Evolution Wealth Advisors, LLC8,254$795K0.13%013F-HRTimeline
First Heartland Consultants, Inc.8,107$781K0.08%+1,21913F-HRTimeline
RFG Advisory, LLC8,021$772K0.02%+30813F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,902$761K0.27%+8013F-HRTimeline
Fortitude Family Office, LLC7,800$751K0.27%013F-HRTimeline
BCS Wealth Management7,673$739K0.19%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,445$717K0.01%-51913F-HRTimeline
HBW ADVISORY SERVICES LLC7,444$717K0.1%-1,20813F-HRTimeline
Mascagni Wealth Management, Inc.6,731$648K0.64%013F-HR/ATimeline
Mirador Capital Partners LP6,596$635K0.11%+72113F-HRTimeline
NewEdge Advisors, LLC6,582$634K<0.01%-2,72513F-HRTimeline
Legacy Financial Strategies, LLC6,518$628K0.14%013F-HRTimeline
WEDBUSH SECURITIES INC6,261$603K0.02%+65413F-HRTimeline
MONTAG A & ASSOCIATES INC6,256$602K0.03%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,984$576K0.31%-13213F-HR/ATimeline
MidAtlantic Capital Management, Inc.5,514$531K0.42%013F-HRTimeline
NTV Asset Management LLC5,430$523K0.07%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…5,413$521K0.25%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,399$520K<0.01%-35313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,373$517K0.01%new13F-HRTimelineGroup
Weaver Consulting Group5,290$509K0.15%-2613F-HRTimeline
HHM Wealth Advisors, LLC5,106$492K0.07%013F-HRTimeline
BigSur Wealth Management LLC5,076$489K0.13%013F-HRTimeline
EP Wealth Advisors, LLC5,050$486K<0.01%-35613F-HRTimeline
Ground Swell Capital, LLC5,030$484K1.1%new13F-HRTimeline
WHITTIER TRUST CO5,000$481K0.01%013F-HRTimeline
Armstrong, Fleming & Moore, Inc4,992$481K0.58%new13F-HRTimeline
Parallel Advisors, LLC4,958$477K0.01%013F-HRTimeline
UNIQUE WEALTH, LLC4,927$474K0.09%-1,56213F-HRTimeline
WPWealth LLP4,610$444K0.09%013F-HRTimeline
Financial Freedom, LLC4,607$444K0.25%new13F-HRTimeline
RiverTree Advisors, LLC4,511$434K0.29%-11,35313F-HRTimeline
DHK Financial Advisors, Inc.4,500$433K0.24%013F-HRTimeline
WADDELL & ASSOCIATES, LLC4,376$421K0.05%-676,33213F-HR/ATimeline
Glass Jacobson Investment Advisors llc4,141$417K0.14%013F-HRTimeline
Grey Ledge Advisors, LLC4,280$412K0.11%-24013F-HRTimeline
Beacon Pointe Advisors, LLC4,235$408K<0.01%-78513F-HRTimeline
FIRST COMMUNITY TRUST NA4,204$405K0.35%013F-HRTimeline
MAI Capital Management4,181$403K<0.01%+22413F-HRTimeline
COMERICA BANK4,128$397K<0.01%-4,12613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,042$389K0.07%013F-HRTimeline
Orion Porfolio Solutions, LLC3,919$377K<0.01%+89013F-HRTimeline
Orion Portfolio Solutions, LLC3,919$377K<0.01%+89013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,890$375K<0.01%+71713F-HRTimelineGroup
Sowell Financial Services LLC3,862$372K0.02%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,705$357K0.02%-60513F-HR/ATimeline
SIERRA OCEAN, LLC3,687$355K0.28%013F-HRTimeline
Cape Investment Advisory, Inc.3,674$354K0.14%-30613F-HRTimeline
Focus Financial Network, Inc.3,658$352K0.01%-4,62913F-HRTimeline
Lane & Associates LLC3,656$352K0.19%013F-HRTimeline