Skip to content
Disclosery

IOO ISHARES TR

Follow

SHS (fund)

319 managers (324 13F filers) reported a position in IOO shares at 2025-06-30, 45,447,694 shares in all. 27 filers opened a position and 26 filers sold out during the quarter.

Managers
319
13F filers
324
New
27
Added
86
Reduced
125
Sold out
26
Shares held by filers
45,447,694

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BlackRock, Inc.in group BlackRock, Inc.27,385,813$2.95B0.06%-24,30413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,902,886$313M0.23%-52,45113F-HRTimelineGroup
Annex Advisory Services, LLC1,422,141$153M3.69%+336,18513F-HRTimeline
Amplius Wealth Advisors, LLC1,116,281$120M11.19%-37,73113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY918,852$99.1M0.01%+18,08713F-HRTimelineGroup
LPL Financial LLC914,560$98.6M0.03%-21,67613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/833,249$89.8M0.01%+13,56913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC652,089$70.3M0.02%+8,29913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding398,861$43M+41,740Timeline
UBS Group AGin group UBS Group AG364,458$39.3M0.01%-43313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.362,722$39.1M0.21%-20,23113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…338,163$36.5M0.5%+15,40313F-HRTimelineGroup
Modern Wealth Management, LLC316,947$34.2M0.85%+4113F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA299,842$32.3M0.01%+16,91413F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC277,641$29.9M0.03%+249,20713F-HRTimelineGroup
MATHER GROUP, LLC.277,577$29.9M0.32%+2,67913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC275,466$29.7M0.01%-179,90113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC243,804$26.3M0.08%-35,05813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding195,028$21M+16,910Timeline
COMMONWEALTH EQUITY SERVICES, LLC180,405$19.4M0.03%-15,56513F-HRTimeline
Kaye Capital Management177,302$19.1M7.35%-2,27413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.163,667$17.6M0.03%-25,13713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN159,133$17.2M<0.01%-16,74113F-HRTimelineGroup
SCOTIA CAPITAL INC.158,151$17M0.08%+76313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,056$16M0.03%-1,23813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC145,411$15.7M0.01%-3,48813F-HRTimelineGroup
Asset Allocation Strategies LLC136,777$14.7M3.26%+10,30813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/133,147$14.4M0.01%+2,22013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.117,856$12.7M0.1%-11,06713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…117,679$12.7M0.02%+82,15413F-HRTimelineGroup
Flagship Private Wealth, LLC117,530$12.7M5.39%-1,22413F-HR/ATimeline
Cetera Investment Advisers117,329$12.6M0.02%-5,32713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC106,283$11.5M0.8%-14,52313F-HRTimeline
Sigma Planning Corp103,230$11.1M0.33%-6,78913F-HRTimeline
Hudock, Inc.102,854$11.1M1.78%+24,85413F-HRTimeline
Federation des caisses Desjardins du Qu…100,440$10.8M0.05%-41813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding99,634$10.7M-62,101Timeline
Certified Advisory Corp96,365$10.4M1.08%+3,57513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth94,724$10.2M0.02%-99,39413F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.93,779$10.1M4.84%+2,64113F-HRTimeline
OLD NATIONAL BANCORP /IN/93,516$10.1M0.18%-68,05913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP88,161$9.5M0.64%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP86,017$9.25M0.01%+11,79913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC85,102$9.17M0.01%+1,64113F-HRTimelineGroup
Cambridge Investment Research Advisors,…84,254$9.08M0.03%-35,69813F-HRTimeline
Alexis Investment Partners, LLC84,221$9.06M3.9%+2,14213F-HRTimeline
Bluesphere Advisors LLC77,301$8.33M4.16%-91313F-HRTimeline
CIBC WORLD MARKET INC.66,924$7.22M0.02%-82613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP67,016$7.21M0.01%-53013F-HRTimeline
NFSG Corp57,610$6.21M1.01%+4,11713F-HRTimeline
Integrated Wealth Concepts LLC55,009$5.93M0.06%-3,51213F-HRTimeline
Capital Advisors, Ltd. LLC50,415$5.43M0.67%-50013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC49,314$5.32M0.01%-1,71613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.49,305$5.32M0.31%-66,55813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…49,134$5.3M0.12%-8413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED48,879$5.27M0.44%-53,90913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO45,245$4.88M0.03%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC44,950$4.85M0.38%-2,22913F-HRTimeline
Private Advisor Group, LLC44,234$4.77M0.03%+1,60213F-HRTimeline
180 WEALTH ADVISORS, LLC43,120$4.65M0.65%-95313F-HRTimeline
FAGAN ASSOCIATES, INC.41,132$4.43M0.69%-79413F-HRTimeline
Janney Montgomery Scott LLC40,355$4.35M0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,066$4.21M<0.01%-26913F-HRTimelineGroup
Meridian Wealth Management, LLC38,565$4.16M0.18%-19,92613F-HRTimeline
Perigon Wealth Management, LLC37,920$4.09M0.1%-44013F-HRTimeline
Whelan Financial37,471$4.04M1.46%-8,09613F-HRTimeline
Twelve Points Wealth Management LLC37,217$4.01M1.08%new13F-HRTimeline
Gladstone Institutional Advisory LLC35,189$3.79M0.16%-32,11713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH34,698$3.74M1.18%013F-HRTimeline
Connecticut Wealth Management, LLC34,538$3.72M0.18%-12813F-HRTimeline
Christensen, King & Associates Investme…30,276$3.26M1.5%+34413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29,970$3.23M0.23%-360,05613F-HRTimeline
Bleakley Financial Group, LLC29,541$3.18M0.08%+3,38113F-HRTimeline
Powell Investment Advisors, LLC29,364$3.17M1.19%+20,56813F-HRTimeline
Atria Wealth Solutions, Inc.29,022$3.13M0.07%+3,15213F-HRTimeline
Hidden Cove Wealth Management, LLC27,906$3.01M2.18%-29,68213F-HRTimeline
IEQ CAPITAL, LLC26,826$2.89M0.02%-50713F-HRTimeline
GLOBALT Investments LLC / GA26,355$2.84M0.11%-31713F-HRTimeline
Vickerman Investment Advisors, Inc.25,978$2.8M0.6%-36313F-HRTimeline
Rathbones Group PLC24,225$2.61M0.01%+75413F-HRTimeline
FMR LLCin group FMR LLC23,668$2.55M<0.01%+5,34413F-HRTimelineGroup
HighTower Advisors, LLC23,328$2.51M<0.01%+6613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,258$2.51M0.01%+46713F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.22,807$2.46M0.06%-1,39213F-HRTimeline
LWM Advisory Services, LLC22,030$2.38M1.64%-3,99513F-HRTimeline
Donoghue Forlines LLC21,940$2.37M0.67%new13F-HRTimeline
Visionary Wealth Advisors21,389$2.31M0.12%+1,73513F-HRTimeline
TD Waterhouse Canada Inc.21,385$2.3M0.02%+27713F-HRTimeline
Merit Financial Group, LLC19,839$2.14M0.02%-29,25313F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC19,587$2.11M1.09%-20613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,536$2.11M<0.01%-16,47313F-HRTimelineGroup
Global Retirement Partners, LLC19,435$2.1M0.05%13F-HRTimeline
Steward Partners Investment Advisory, L…19,035$2.05M0.02%+31413F-HRTimeline
CHB Investment Group, LLC18,933$2.04M1.04%-18313F-HRTimeline
Curbstone Financial Management Corp18,880$2.04M0.42%-80013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP18,575$2M<0.01%new13F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…18,604$2M<0.01%-8,51213F-HRTimelineGroup
Legacy Advisory Services, LLC18,502$1.99M1.58%+93413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,398$1.88M<0.01%-39913F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,800$1.81M0.02%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,694$1.8M<0.01%+3,24013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding16,201$1.75M+2,914Timeline
Fortis Group Advisors, LLC14,880$1.66M0.3%-91813F-HRTimeline
Onyx Bridge Wealth Group LLC15,036$1.62M0.21%+64313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.14,926$1.61M0.84%-57713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,567$1.57M<0.01%+8913F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC14,460$1.56M0.57%+84713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,444$1.56M0.03%-1,55813F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC14,291$1.54M1.03%+4,76113F-HRTimeline
Retirement Planning Group, LLC14,173$1.53M0.06%-20313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,154$1.53M<0.01%+2,54713F-HRTimelineGroup
Creekside Partners13,441$1.45M0.69%013F-HRTimeline
Creative Planningin group Creative Planning13,330$1.44M<0.01%+97513F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC12,786$1.38M0.7%-28513F-HRTimeline
Montis Financial, LLC12,770$1.38M0.38%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,650$1.36M<0.01%+70413F-HRTimeline
Drake & Associates, LLC12,155$1.31M0.32%-156,13913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK12,489$1.24M0.11%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,345$1.22M0.06%+34013F-HRTimeline
Waverly Advisors, LLC11,138$1.2M0.01%-3,84913F-HRTimeline
Golden State Wealth Management, LLC11,059$1.19M0.15%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,786$1.16M0.02%-413F-HRTimelineGroup
Geneos Wealth Management Inc.10,775$1.16M0.03%-3,09513F-HRTimeline
Main Street Financial Solutions, LLC10,572$1.14M0.08%013F-HRTimeline
Chicago Partners Investment Group LLC10,172$1.14M0.03%-2,26813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,455$1.13M0.01%-2013F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co10,115$1.09M0.03%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC10,062$1.08M0.04%013F-HRTimeline
Kingsview Wealth Management, LLC9,988$1.08M0.02%+19613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,384$1.01M<0.01%+713F-HRTimelineGroup
World Investment Advisors9,208$993K0.02%-57413F-HRTimeline
KPP Advisory Services LLC9,206$993K0.16%-73513F-HR/ATimeline
Qube Research & Technologies Ltd9,196$991K<0.01%new13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.8,800$949K0.73%-5313F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding8,668$935K-8,426Timeline
Ausdal Financial Partners, Inc.8,623$930K0.06%-8113F-HRTimeline
Matrix Trust Co8,529$919K0.15%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,504$917K<0.01%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC8,482$914K0.11%+1,03813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,350$900K<0.01%-8,32813F-HR/ATimelineGroup
Evolution Wealth Advisors, LLC8,254$890K0.13%013F-HRTimeline
Avior Wealth Management, LLC8,141$878K0.03%-39813F-HRTimeline
RFG Advisory, LLC8,115$875K0.02%+9413F-HRTimeline
Three Cord True Wealth Management, LLC8,037$866K0.65%-114,45613F-HR/ATimeline
First Heartland Consultants, Inc.7,901$852K0.08%-20613F-HRTimeline
DMKC Advisory Services, LLC7,644$845K0.44%new13F-HRTimeline
Fortitude Family Office, LLC7,800$841K0.28%013F-HRTimeline
BCS Wealth Management7,673$827K0.18%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,242$781K0.01%-20313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,863$740K0.24%-1,03913F-HRTimeline
Atria Investments, Inc6,774$730K0.01%-32,71613F-HRTimeline
Arkadios Wealth Advisors6,520$703K0.02%new13F-HRTimeline
Legacy Financial Strategies, LLC6,518$703K0.14%013F-HRTimeline
Mirador Capital Partners LP6,469$697K0.11%-12713F-HRTimeline
Ifrah Financial Services, Inc.6,356$685K0.19%-2,68613F-HRTimeline
WEDBUSH SECURITIES INC6,324$682K0.02%+6313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,163$664K<0.01%+2,27313F-HRTimelineGroup
Financial Freedom, LLC6,052$652K0.35%+1,44513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,984$645K0.29%013F-HRTimeline
GTS SECURITIES LLC5,846$630K0.03%+3,74513F-HRTimeline
NewEdge Advisors, LLC5,517$595K<0.01%-1,06513F-HRTimeline
Ground Swell Capital, LLC5,496$593K0.97%+46613F-HRTimeline
NTV Asset Management LLC5,430$585K0.07%013F-HRTimeline
Glenmede Investment Management, LP5,399$582K<0.01%13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…5,332$575K0.21%-8113F-HRTimelineGroup
MidAtlantic Capital Management, Inc.5,331$575K0.41%-18313F-HRTimeline
EP Wealth Advisors, LLC5,133$553K<0.01%+8313F-HRTimeline
HHM Wealth Advisors, LLC5,106$550K0.07%013F-HRTimeline
BigSur Wealth Management LLC5,076$547K0.14%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,001$539K0.01%-37213F-HRTimelineGroup
WHITTIER TRUST CO5,000$539K0.01%013F-HRTimeline
Parallel Advisors, LLC4,959$535K0.01%+113F-HRTimeline
UNIQUE WEALTH, LLC4,922$531K0.09%-513F-HRTimeline
Weaver Consulting Group4,916$530K0.15%-37413F-HRTimeline
WPWealth LLP4,610$497K0.09%013F-HRTimeline
Sowell Financial Services LLC4,583$494K0.02%+72113F-HRTimeline
DHK Financial Advisors, Inc.4,500$485K0.28%013F-HRTimeline
MONTAG A & ASSOCIATES INC4,400$474K0.02%-1,85613F-HRTimeline
Hershey Financial Advisers, LLC4,245$458K0.41%13F-HRTimeline
Beacon Pointe Advisors, LLC4,235$457K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA4,204$453K0.37%013F-HRTimeline
MAI Capital Management4,181$451K<0.01%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,122$444K0.02%+1,43613F-HRTimeline
Grey Ledge Advisors, LLC4,052$437K0.11%-22813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,042$436K0.05%013F-HRTimeline
Sunbelt Securities, Inc.4,317$435K0.04%+3,87313F-HRTimeline
RDA Financial Network4,015$433K0.12%-22,96013F-HRTimeline
Mascagni Wealth Management, Inc.3,904$421K0.36%-2,82713F-HRTimeline
Cape Investment Advisory, Inc.3,867$417K0.15%+19313F-HRTimeline
COMERICA BANK3,797$409K<0.01%-33113F-HRTimeline
HRT FINANCIAL LP3,768$406K<0.01%-5,00313F-HRTimeline
AlphaStar Capital Management, LLC3,737$403K0.03%new13F-HRTimeline
Dogwood Wealth Management LLC3,693$400K0.2%-56,64313F-HRTimeline
SIERRA OCEAN, LLC3,687$398K0.29%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,645$393K0.01%-6013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,640$392K<0.01%+413F-HRTimelineGroup
CHOREO, LLC3,605$389K0.01%new13F-HRTimeline
SkyOak Wealth, LLC3,513$379K0.08%+2413F-HRTimeline
J.W. COLE ADVISORS, INC.3,476$375K0.01%-12313F-HRTimeline
Secure Asset Management, LLC3,413$368K0.07%-8313F-HRTimeline