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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
BlackRock, Inc.in group BlackRock, Inc.28,655,482$3.47B0.06%+298,11813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,801,588$339M0.21%+21,24013F-HRTimelineGroup
Annex Advisory Services, LLC1,271,829$154M2.88%-5,10913F-HRTimeline
LPL Financial LLC1,235,986$150M0.04%+16,75313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,071,163$130M0.01%+57,62813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/959,444$116M0.01%-17,55113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC650,699$78.7M0.02%+12,97113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…528,198$63.9M0.8%+56,66613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding430,804$52.1M-25,579Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA388,533$47M0.01%-9,34013F-HRTimelineGroup
Cetera Investment Advisers359,958$43.5M0.05%+10,64613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC320,961$38.8M0.01%-61,40013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding312,031$37.7M+24,125Timeline
Amplius Wealth Advisors, LLC309,853$37.5M3.12%-13,52613F-HRTimeline
Modern Wealth Management, LLC300,479$36.7M0.63%+4,77913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN279,630$33.8M0.01%+54,70213F-HR/ATimelineGroup
Empowered Funds, LLC274,000$33.1M0.21%new13F-HR/ATimeline
MATHER GROUP, LLC.252,844$30.6M0.31%+1,31013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.208,080$25.2M0.04%+9,15613F-HRTimelineGroup
Twelve Points Wealth Management LLC201,180$24.3M5.35%+45,96413F-HRTimeline
MML INVESTORS SERVICES, LLC183,518$22.2M0.06%-34,53013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC162,295$19.6M0.01%+9713F-HRTimelineGroup
One Capital Management, LLC160,624$19.4M0.53%+143,79913F-HRTimeline
SCOTIA CAPITAL INC.160,053$19.4M0.08%+1,95213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC151,733$18.4M0.03%+16,93813F-HRTimeline
Asset Allocation Strategies LLC139,941$16.9M3.01%+3,06013F-HRTimeline
Bluesphere Advisors LLC133,293$16.1M5.73%+57,91913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP130,616$15.3M0.01%+16,42013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.116,114$14.7M0.09%-14,60913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC120,206$14.5M0.87%+4,97013F-HRTimeline
Retirement Management Systems Inc.118,412$14.3M3.45%+9,24013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding118,076$14.3M-14,829Timeline
Flagship Private Wealth, LLC112,530$13.6M5.53%-2,26613F-HRTimeline
Hudock, Inc.103,271$12.5M1.84%-1,21913F-HRTimeline
Certified Advisory Corp101,685$12.3M1.1%+14213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/100,048$12.1M0.01%-36,90313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…93,889$11.4M0.04%-4,06413F-HRTimeline
Greykasell Wealth Strategies, Inc.91,429$11.1M4.46%-4,44713F-HRTimeline
Mariner, LLCin group Mariner, LLC85,172$10.3M0.01%+53213F-HRTimelineGroup
Green Ridge Wealth Planning LLC84,478$10.2M5.38%+8,33213F-HRTimeline
Cambridge Investment Research Advisors,…83,582$10.1M0.03%+90013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,425$9.49M0.01%+40,75513F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD71,573$8.66M1.3%+5,97313F-HR/ATimeline
OLD NATIONAL BANCORP /IN/70,580$8.54M0.14%-3,89213F-HRTimeline
CIBC WORLD MARKET INC.69,856$8.45M0.01%-3,00913F-HRTimeline
Kingsview Wealth Management, LLC69,596$8.42M0.12%+59,52513F-HRTimeline
Goldstone Financial Group, LLC67,034$8.11M0.88%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding61,911$7.49M-4,377Timeline
Integrated Wealth Concepts LLC61,514$7.44M0.06%+5,58313F-HRTimeline
Sigma Planning Corp60,002$7.26M0.2%-8,64513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,783$6.75M0.01%-28,11313F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO54,799$6.63M5.59%+6,78013F-HRTimeline
NFSG Corp54,357$6.58M1.08%-2,03813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…54,203$6.56M0.13%+3,31113F-HRTimelineGroup
180 WEALTH ADVISORS, LLC51,640$6.25M0.71%+3,57513F-HRTimeline
Capital Advisors, Ltd. LLC50,458$6.1M0.69%+35213F-HRTimeline
Janney Montgomery Scott LLC49,801$6.02M0.01%+6,59513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC45,548$5.51M0.26%-90513F-HRTimeline
CENTAURUS FINANCIAL, INC.45,232$5.47M0.26%-2,34713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED44,881$5.43M0.4%-65913F-HRTimeline
Whelan Financial44,451$5.38M1.67%+3,54813F-HRTimeline
FLOW TRADERS U.S. LLC44,308$5.36M0.17%-16,84113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44,130$5.34M0.01%+1,29613F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42,371$5.13M0.03%-77913F-HRTimelineGroup
Private Advisor Group, LLC41,524$5.02M0.02%-1,70813F-HRTimeline
GTS SECURITIES LLC40,041$4.84M0.17%+24,29313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO41,377$4.84M<0.01%+2,07213F-HR/ATimelineGroup
FAGAN ASSOCIATES, INC.39,606$4.79M0.67%-81613F-HRTimeline
Perigon Wealth Management, LLC37,051$4.48M0.08%+1,78213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA35,410$4.28M0.01%+33,41013F-HRTimelineGroup
Bleakley Financial Group, LLC35,146$4.25M0.07%+28213F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP35,963$4.2M<0.01%-11,60813F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH34,698$4.2M1.29%013F-HRTimeline
Capital International Investorsin group Capital International Investo…35,422$4.14M<0.01%-11,04513F-HRTimelineGroup
Gladstone Institutional Advisory LLC33,953$4.11M0.15%+43313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,820$4.09M0.01%+3,15713F-HRTimelineGroup
Prospera Financial Services Inc33,695$4.08M0.07%+30,71613F-HRTimeline
Christensen, King & Associates Investme…33,617$4.07M1.74%+1,54813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,463$4.05M0.01%+14,54213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL33,152$4.01M0.01%+31,02713F-HRTimeline
Gallagher Capital Advisors, LLC32,535$3.94M2.65%+28,53913F-HRTimeline
Connecticut Wealth Management, LLC32,073$3.88M0.16%-2,09913F-HRTimeline
FMR LLCin group FMR LLC29,723$3.6M<0.01%+5,39113F-HRTimelineGroup
Powell Investment Advisors, LLC29,609$3.58M1.23%+8713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,191$3.53M<0.01%-60,45313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,044$3.51M<0.01%+13,34213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,528$3.33M<0.01%+15,62313F-HRTimelineGroup
IEQ CAPITAL, LLC26,826$3.25M0.02%013F-HRTimeline
Vickerman Investment Advisors, Inc.25,982$3.14M0.66%+73313F-HRTimeline
HARBOUR INVESTMENTS, INC.25,052$3.03M0.05%+71313F-HRTimeline
Rathbones Group PLC24,370$2.95M0.01%-4513F-HR/ATimeline
ADAPT WEALTH ADVISORS, LLC23,531$2.85M1.03%+2,48113F-HRTimeline
HighTower Advisors, LLC23,338$2.82M<0.01%-27913F-HRTimeline
Focus Financial Network, Inc.22,724$2.75M0.1%-10,79913F-HRTimeline
GLOBALT Investments LLC / GA22,463$2.72M0.1%-3,89213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,383$2.59M<0.01%+5,58413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding20,488$2.48M+3,813Timeline
Legacy Advisory Services, LLC19,964$2.42M1.84%+1,22113F-HRTimeline
Meridian Wealth Management, LLC19,958$2.41M0.09%-39513F-HRTimeline
TD Waterhouse Canada Inc.19,755$2.41M0.01%-55213F-HRTimeline
Qube Research & Technologies Ltd19,397$2.35M<0.01%+15,49613F-HRTimeline
Curbstone Financial Management Corp19,150$2.32M0.44%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC19,010$2.3M1.09%-57713F-HRTimeline
Steward Partners Investment Advisory, L…18,821$2.28M0.01%-59013F-HRTimeline
Waverly Advisors, LLC18,765$2.27M0.02%-26213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,020$2.06M<0.01%+6013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV16,990$2.06M0.12%-10,81013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,800$2.03M0.02%013F-HRTimelineGroup
Envision Financial Transparency, LLC16,757$2.03M1.97%13F-HRTimeline
Creative Planningin group Creative Planning16,694$2.02M<0.01%+2,34613F-HRTimelineGroup
Onyx Bridge Wealth Group LLC16,474$1.99M0.21%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,336$1.98M<0.01%-1,03413F-HRTimelineGroup
Independent Solutions Wealth Management…15,665$1.89M0.28%new13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.15,325$1.85M0.95%-2013F-HRTimeline
Chicago Partners Investment Group LLC13,602$1.81M0.04%+2,97013F-HRTimeline
Retirement Planning Group, LLC13,949$1.69M0.05%013F-HRTimeline
Creekside Partners13,441$1.63M0.67%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,223$1.6M<0.01%+23313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,065$1.58M0.02%+1,63213F-HRTimelineGroup
FISCHER INVESTMENT STRATEGIES, LLC12,583$1.52M0.89%+18613F-HRTimeline
Hidden Cove Wealth Management, LLC12,348$1.49M0.96%-1,84313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,076$1.46M0.61%-47413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,144$1.35M0.06%-5113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,894$1.32M<0.01%-88,46413F-HRTimelineGroup
Visionary Wealth Advisors10,849$1.31M0.06%+39113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,838$1.31M0.12%+93013F-HRTimelineGroup
Ausdal Financial Partners, Inc.10,805$1.31M0.06%+42513F-HRTimeline
Drake & Associates, LLC10,347$1.25M0.24%-22013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,206$1.23M0.02%-3013F-HRTimelineGroup
Main Street Financial Solutions, LLC10,124$1.22M0.09%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,115$1.22M0.03%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,090$1.22M<0.01%013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC9,737$1.18M0.04%-32513F-HRTimeline
Independent Advisor Alliance9,457$1.14M0.01%new13F-HRTimeline
Geneos Wealth Management Inc.9,325$1.13M0.03%-3,02513F-HRTimeline
KPP Advisory Services LLC8,846$1.07M0.16%+9413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.8,715$1.05M0.8%-313F-HRTimeline
Bright Futures Wealth Management, LLC.8,677$1.05M0.72%-1713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,616$1.04M0.02%-47213F-HRTimeline
RFG Advisory, LLC8,363$1.01M0.02%-12513F-HRTimeline
Evolution Wealth Advisors, LLC8,254$998K0.1%013F-HRTimeline
World Investment Advisors8,122$983K0.02%-23813F-HRTimeline
BCS Wealth Management7,673$928K0.19%-7,67313F-HRTimeline
DMKC Advisory Services, LLC7,646$925K0.39%013F-HRTimeline
First Heartland Consultants, Inc.7,622$922K0.07%+1,06613F-HRTimeline
SHP Wealth Management7,551$913K0.07%new13F-HRTimeline
Independent Wealth Advisors LLC7,516$909K0.89%+59613F-HRTimeline
HRT FINANCIAL LP7,487$905K<0.01%+5,68213F-HRTimeline
Avior Wealth Management, LLC7,449$901K0.03%-6013F-HRTimeline
JENNISON ASSOCIATES LLC7,208$872K<0.01%-77913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,101$859K<0.01%-20113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,090$858K<0.01%+2513F-HRTimelineGroup
Three Cord True Wealth Management, LLC7,033$851K0.47%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding6,960$842K-564Timeline
Arkadios Wealth Advisors6,959$842K0.01%-613F-HRTimeline
Merit Financial Group, LLC6,793$822K0.01%+29113F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,320$764K0.22%-66313F-HRTimeline
Financial Freedom, LLC6,296$762K0.38%013F-HRTimeline
Legacy Financial Strategies, LLC6,203$750K0.14%-31513F-HRTimeline
WEDBUSH SECURITIES INC5,944$719K0.02%013F-HRTimeline
Ifrah Financial Services, Inc.5,922$716K0.19%-18113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,900$714K<0.01%-10,30013F-HRTimeline
HBW ADVISORY SERVICES LLC5,738$694K0.07%-14513F-HRTimeline
EP Wealth Advisors, LLC5,538$670K<0.01%+23513F-HRTimeline
Mirador Capital Partners LP5,263$637K0.09%+12413F-HRTimeline
Beacon Pointe Advisors, LLC5,172$626K<0.01%-3,95713F-HRTimeline
MidAtlantic Capital Management, Inc.5,157$624K0.43%-14613F-HRTimeline
HHM Wealth Advisors, LLC5,106$618K0.07%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,101$617K<0.01%-26113F-HRTimelineGroup
NewEdge Advisors, LLC5,080$615K<0.01%-7713F-HR/ATimeline
BigSur Wealth Management LLC5,076$614K0.17%013F-HRTimeline
WHITTIER TRUST CO5,000$613K0.01%013F-HRTimeline
Weaver Consulting Group5,014$607K0.14%+9813F-HRTimeline
MLP3, LLC4,992$604K0.67%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,968$601K0.21%-3813F-HRTimeline
IFP Advisors, Inc4,933$597K0.01%+1,27713F-HRTimeline
UNIQUE WEALTH, LLC4,914$594K0.08%-9113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,803$580K<0.01%+55513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,749$579K<0.01%-129,67913F-HRTimeline
LWM Advisory Services, LLC4,723$571K0.61%-19,23913F-HRTimeline
Parallel Advisors, LLC4,709$570K0.01%013F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC4,686$567K0.02%+27913F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC4,676$566K<0.01%013F-HRTimeline
Cambridge Financial Group, LLC4,640$561K0.19%013F-HRTimeline
WPWealth LLP4,610$558K0.09%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,517$546K0.02%013F-HRTimelineGroup
Montis Financial, LLC4,478$542K0.11%-4,73613F-HRTimeline
MAI Capital Management4,461$540K<0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,429$536K<0.01%+2,07013F-HR/ATimelineGroup
Secure Asset Management, LLC4,418$534K0.08%+24713F-HRTimeline
BlackDiamond Wealth Management, LLC4,297$520K0.25%-71013F-HRTimeline
NTV Asset Management LLC4,230$512K0.06%-40013F-HRTimeline
FIRST COMMUNITY TRUST NA4,204$509K0.38%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,042$489K0.06%013F-HRTimeline
Dynamic Advisor Solutions LLC4,036$488K0.02%-24613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,015$486K<0.01%+55013F-HRTimelineGroup
Mascagni Wealth Management, Inc.3,915$474K0.34%+1013F-HRTimeline
Nicholas Hoffman & Company, LLC.3,912$473K0.01%013F-HRTimeline
Fortitude Family Office, LLC3,900$472K0.11%-3,90013F-HRTimeline
Aprio Wealth Management, LLC3,888$470K0.03%+8813F-HRTimeline