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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
BlackRock, Inc.in group BlackRock, Inc.28,357,364$3.59B0.06%+521,33213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,780,348$352M0.22%-48,26413F-HR/ATimelineGroup
Annex Advisory Services, LLC1,276,938$162M3.09%-65,55613F-HRTimeline
LPL Financial LLC1,219,233$154M0.04%+134,68913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,013,535$128M0.01%+42,95713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/976,995$124M0.01%+132,19713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC637,728$80.8M0.03%-20,18713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…471,532$59.7M0.74%+53,08813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding456,383$57.8M+75,550Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA397,873$50.4M0.01%+63,40813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC382,361$48.4M0.01%+94,04713F-HRTimelineGroup
Cetera Investment Advisers349,312$44.2M0.05%-25,06513F-HRTimeline
Amplius Wealth Advisors, LLC323,379$41M3.44%-6,87813F-HRTimeline
Modern Wealth Management, LLC295,700$37.5M0.68%-20,67713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding287,906$36.5M-102,783Timeline
MATHER GROUP, LLC.251,534$31.9M0.33%-13,96713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN224,928$28.5M0.01%+8,53813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC218,048$27.6M0.07%-11,41613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.198,924$25.2M0.04%-1,11513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC162,198$20.5M0.01%+12,68413F-HRTimelineGroup
SCOTIA CAPITAL INC.158,101$20M0.08%-2,07513F-HRTimeline
Twelve Points Wealth Management LLC155,216$19.9M4.49%+61,21013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/136,951$17.3M0.01%+4,41213F-HRTimelineGroup
Asset Allocation Strategies LLC136,881$17.3M3.21%+4,88913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…134,428$17.2M0.02%-5,56813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,795$17.1M0.02%-11,74313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding132,905$16.8M-24,616Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.130,723$16.6M0.11%+2,62313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC115,236$14.6M0.86%+9,25313F-HRTimeline
Flagship Private Wealth, LLC114,796$14.5M5.72%-3,25113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP114,196$14.5M0.01%+17,71113F-HRTimelineGroup
Retirement Management Systems Inc.109,172$13.8M3.54%13F-HRTimeline
Hudock, Inc.104,490$13.2M1.95%+2,49313F-HRTimeline
Certified Advisory Corp101,543$12.9M1.17%+2,11513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth99,358$12.6M0.01%+3,61113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…97,953$12.4M0.05%-13513F-HRTimeline
Greykasell Wealth Strategies, Inc.95,876$12.1M4.8%+25713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC89,644$11.4M0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC84,640$10.7M0.01%-1,59813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…83,896$10.6M0.01%+75,26413F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP83,668$10.6M0.59%-2,50913F-HRTimeline
Cambridge Investment Research Advisors,…82,682$10.5M0.03%-5,04213F-HRTimeline
Green Ridge Wealth Planning LLC76,146$9.65M4.93%13F-HRTimeline
Alexis Investment Partners, LLC75,492$9.6M3.58%+2,15413F-HRTimeline
Bluesphere Advisors LLC75,374$9.55M4.22%-8213F-HRTimeline
OLD NATIONAL BANCORP /IN/74,472$9.43M0.16%-29,70513F-HRTimeline
CIBC WORLD MARKET INC.72,865$9.23M0.02%+5,15513F-HRTimeline
Sigma Planning Corp68,647$8.7M0.24%-12,09913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding66,288$8.4M-9,848Timeline
PERRYMAN FINANCIAL ADVISORY INC /AD65,600$8.31M1.22%13F-HRTimeline
FLOW TRADERS U.S. LLC61,149$7.75M0.25%new13F-HRTimeline
NFSG Corp56,395$7.14M1.11%-40213F-HRTimeline
Integrated Wealth Concepts LLC55,931$7.08M0.08%-4,10613F-HRTimeline
Catalyst Investment Management LLC53,783$6.81M6.45%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…50,892$6.45M0.13%+80613F-HRTimelineGroup
Capital Advisors, Ltd. LLC50,106$6.35M0.72%-11713F-HRTimeline
180 WEALTH ADVISORS, LLC48,065$6.09M0.69%+4,18313F-HRTimeline
Stonebridge Financial Group, LLC / MO48,019$6.08M5.26%13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP47,571$6.06M<0.01%-11,23913F-HRTimeline
CENTAURUS FINANCIAL, INC.47,579$6.03M0.28%-96313F-HRTimeline
Capital International Investorsin group Capital International Investo…46,467$5.92M<0.01%+29,36113F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC46,453$5.88M0.28%+65613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED45,540$5.8M0.39%+1,49713F-HRTimeline
Private Advisor Group, LLC43,232$5.48M0.03%-1,29713F-HRTimeline
Janney Montgomery Scott LLC43,206$5.47M0.01%+3,07013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO43,150$5.47M0.03%-83013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC42,834$5.43M0.01%-2,08613F-HRTimelineGroup
Whelan Financial40,903$5.18M1.62%+3,51913F-HRTimeline
FAGAN ASSOCIATES, INC.40,422$5.12M0.68%-49013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,305$4.98M<0.01%+24113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,670$4.77M0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC35,269$4.47M0.08%-1,13313F-HRTimeline
Bleakley Financial Group, LLC34,864$4.42M0.08%+1,57213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH34,698$4.4M1.27%013F-HRTimeline
Connecticut Wealth Management, LLC34,172$4.33M0.19%-5613F-HRTimeline
Focus Financial Network, Inc.33,523$4.25M0.15%+4,73913F-HRTimeline
Gladstone Institutional Advisory LLC33,520$4.25M0.16%+1,33313F-HRTimeline
Christensen, King & Associates Investme…32,069$4.06M1.73%+1,66813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,663$3.88M0.01%+9,08813F-HR/ATimelineGroup
Powell Investment Advisors, LLC29,522$3.74M1.29%+24013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV27,800$3.52M0.22%-7113F-HRTimeline
IEQ CAPITAL, LLC26,826$3.4M0.01%013F-HRTimeline
Global Retirement Partners, LLC26,723$3.39M0.06%+68313F-HRTimeline
GLOBALT Investments LLC / GA26,355$3.34M0.12%013F-HRTimeline
Vickerman Investment Advisors, Inc.25,249$3.2M0.64%-20913F-HRTimeline
Rathbones Group PLC24,415$3.09M0.01%-12513F-HR/ATimeline
HARBOUR INVESTMENTS, INC.24,339$3.08M0.06%-66913F-HRTimeline
FMR LLCin group FMR LLC24,332$3.08M<0.01%+1,01513F-HRTimelineGroup
LWM Advisory Services, LLC23,962$3.04M1.78%+83013F-HRTimeline
HighTower Advisors, LLC23,617$2.99M<0.01%+13213F-HRTimeline
ADAPT WEALTH ADVISORS, LLC21,050$2.67M0.92%+1,72913F-HRTimeline
Meridian Wealth Management, LLC20,353$2.58M0.09%-57013F-HRTimeline
TD Waterhouse Canada Inc.20,307$2.57M0.02%-37413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC19,587$2.48M1.15%013F-HRTimeline
Steward Partners Investment Advisory, L…19,411$2.46M0.01%+60613F-HRTimeline
Farther Finance Advisors, LLC19,169$2.43M0.03%+1,12213F-HRTimeline
Curbstone Financial Management Corp19,150$2.43M0.46%+27013F-HRTimeline
Waverly Advisors, LLC19,027$2.41M0.02%+4,56413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,921$2.4M<0.01%-64513F-HRTimelineGroup
Legacy Advisory Services, LLC18,743$2.37M1.78%+26213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,370$2.2M<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,960$2.15M<0.01%013F-HRTimelineGroup
One Capital Management, LLC16,825$2.13M0.06%new13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,800$2.13M0.02%013F-HRTimelineGroup
GeoWealth Management, LLC16,748$2.12M0.08%+3,98413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding16,675$2.11M+462Timeline
Onyx Bridge Wealth Group LLC16,474$2.09M0.22%+1,43813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,200$2.05M<0.01%+11,50013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,799$2M<0.01%+1,10813F-HRTimelineGroup
GTS SECURITIES LLC15,748$1.99M0.07%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,702$1.99M<0.01%+39013F-HRTimelineGroup
BCS Wealth Management15,346$1.94M0.2%+7,67313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.15,345$1.94M0.94%+40813F-HRTimeline
Creative Planningin group Creative Planning14,348$1.82M<0.01%+1,03913F-HRTimelineGroup
Hidden Cove Wealth Management, LLC14,191$1.8M1.16%-84613F-HRTimeline
Retirement Planning Group, LLC13,949$1.77M0.06%-47413F-HRTimeline
Creekside Partners13,441$1.7M0.72%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,990$1.65M<0.01%-29713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,550$1.59M0.69%-34413F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC12,397$1.57M0.92%-4413F-HRTimeline
Geneos Wealth Management Inc.12,350$1.56M0.04%-23013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,905$1.51M<0.01%+2013F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,433$1.45M0.02%-10613F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC11,223$1.42M0.45%-3,91413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,195$1.42M0.07%+2013F-HRTimeline
Chicago Partners Investment Group LLC10,632$1.35M0.03%+50013F-HRTimeline
Drake & Associates, LLC10,567$1.34M0.27%-33913F-HRTimeline
Visionary Wealth Advisors10,458$1.32M0.06%-44313F-HRTimeline
Ausdal Financial Partners, Inc.10,380$1.31M0.06%+6613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,236$1.3M0.02%-14913F-HRTimelineGroup
Main Street Financial Solutions, LLC10,124$1.28M0.1%-25013F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,115$1.28M0.03%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,090$1.28M<0.01%+1,88213F-HR/ATimelineGroup
Kingsview Wealth Management, LLC10,071$1.28M0.02%+11413F-HRTimeline
KCM INVESTMENT ADVISORS LLC10,062$1.27M0.04%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,908$1.26M0.08%+89313F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK12,489$1.24M0.11%013F-HRTimeline
Montis Financial, LLC9,214$1.17M0.23%-3,55613F-HRTimeline
Beacon Pointe Advisors, LLC9,129$1.16M0.01%+1,85113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,088$1.15M0.02%-6,78313F-HRTimeline
KPP Advisory Services LLC8,752$1.11M0.16%-29913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.8,718$1.1M0.81%013F-HRTimeline
Bright Futures Wealth Management, LLC.8,694$1.1M0.82%+6613F-HRTimeline
RFG Advisory, LLC8,488$1.08M0.02%+29713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,401$1.06M<0.01%013F-HRTimelineGroup
World Investment Advisors8,360$1.06M0.02%-77013F-HR/ATimeline
Evolution Wealth Advisors, LLC8,254$1.05M0.11%013F-HRTimeline
JENNISON ASSOCIATES LLC7,987$1.01M<0.01%new13F-HRTimeline
Fortitude Family Office, LLC7,800$988K0.23%013F-HRTimeline
DMKC Advisory Services, LLC7,646$969K0.43%+213F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding7,524$953K-9,403Timeline
Avior Wealth Management, LLC7,509$951K0.03%-7113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,302$925K0.01%+3313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,065$895K<0.01%-15313F-HRTimelineGroup
Three Cord True Wealth Management, LLC7,033$891K0.52%-61913F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,983$885K0.28%-9913F-HRTimeline
Arkadios Wealth Advisors6,965$882K0.02%+44513F-HRTimeline
Independent Wealth Advisors LLC6,920$877K0.91%13F-HRTimeline
First Heartland Consultants, Inc.6,556$830K0.06%-1,35013F-HRTimeline
Legacy Financial Strategies, LLC6,518$826K0.15%013F-HRTimeline
Merit Financial Group, LLC6,502$824K0.01%-2,53713F-HRTimeline
Financial Freedom, LLC6,296$798K0.4%+713F-HRTimeline
Ifrah Financial Services, Inc.6,103$773K0.2%-18713F-HRTimeline
Golden State Wealth Management, LLC6,083$771K0.08%-29113F-HRTimeline
WEDBUSH SECURITIES INC5,944$753K0.02%-13813F-HRTimeline
HBW ADVISORY SERVICES LLC5,883$745K0.08%-15013F-HRTimeline
Orion Porfolio Solutions, LLC5,833$739K0.01%+93613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,461$692K0.01%+9013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,362$679K<0.01%13F-HRTimelineGroup
EP Wealth Advisors, LLC5,303$672K<0.01%13F-HRTimeline
MidAtlantic Capital Management, Inc.5,303$672K0.43%-2813F-HRTimeline
NewEdge Advisors, LLC5,157$653K<0.01%-32113F-HRTimeline
Mirador Capital Partners LP5,139$651K0.09%-73013F-HRTimeline
BlackDiamond Wealth Management, LLC5,007$650K0.32%+56913F-HRTimeline
HHM Wealth Advisors, LLC5,106$647K0.08%013F-HRTimeline
BigSur Wealth Management LLC5,076$643K0.16%013F-HRTimeline
WHITTIER TRUST CO5,000$640K0.01%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,006$634K0.23%013F-HRTimeline
UNIQUE WEALTH, LLC5,005$634K0.09%-1613F-HRTimeline
MLP3, LLC4,992$632K0.69%13F-HRTimeline
Weaver Consulting Group4,916$623K0.15%013F-HRTimeline
Fortis Group Advisors, LLC4,803$619K0.1%-9,38913F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…4,885$619K0.21%-17613F-HRTimelineGroup
Parallel Advisors, LLC4,709$597K0.01%-25013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,676$592K<0.01%-3013F-HRTimeline
Cambridge Financial Group, LLC4,640$591K0.21%new13F-HRTimeline
NTV Asset Management LLC4,630$586K0.06%013F-HRTimeline
WPWealth LLP4,610$584K0.09%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,517$572K0.02%+31513F-HRTimelineGroup
MAI Capital Management4,461$565K<0.01%+50413F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,407$558K0.02%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC4,282$542K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,248$538K<0.01%+18013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA4,204$533K0.4%013F-HRTimeline
Secure Asset Management, LLC4,171$528K0.08%+4613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,042$512K0.06%013F-HRTimeline
Gallagher Capital Advisors, LLC3,996$506K0.33%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.3,912$496K0.01%new13F-HRTimeline
Mascagni Wealth Management, Inc.3,905$495K0.37%-8313F-HRTimeline
Qube Research & Technologies Ltd3,901$494K<0.01%-10,25313F-HRTimeline