IOO ISHARES TR

SHS (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in IOO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Green Ridge Wealth Planning LLC	109,469	$15.8M	6.33%	+16,393	13F-HR Timeline
Gallagher Capital Advisors, LLC	42,892	$6.18M	3.31%	-360	13F-HR Timeline
Avidian Wealth Enterprises, LLC	22,312	$3.21M	0.09%	new	13F-HR Timeline
First Heartland Consultants, Inc.	8,454	$1.22M	0.08%	+547	13F-HR Timeline
Balefire, LLC	5,565	$801K	0.13%	-594	13F-HR Timeline
Weaver Consulting Group	5,014	$722K	0.14%	0	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	4,968	$720K	0.21%	0	13F-HR Timeline
Cambridge Financial Group, LLC	4,640	$634K	0.2%	0	13F-HR Timeline
Mirador Capital Partners LP	4,322	$622K	0.07%	-29	13F-HR Timeline
FIRST COMMUNITY TRUST NA	2,854	$411K	0.14%	-1,350	13F-HR Timeline
ROCKLAND TRUST CO	2,815	$405K	0.02%	0	13F-HR Timeline
Bill Few Associates, Inc.	2,380	$343K	0.07%	0	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	1,400	$202K	0.05%	new	13F-HR Timeline
Rosenberg Matthew Hamilton	704	$101K	0.02%	0	13F-HR Timeline
CoreCap Advisors, LLC	332	$47.8K	<0.01%	+32	13F-HR Timeline
Trust Co	286	$41.2K	<0.01%	0	13F-HR Timeline
Olistico Wealth, LLC	276	$39.7K	0.02%	0	13F-HR Timeline
Central Pacific Bank - Trust Division	80	$11.5K	<0.01%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	52	$7.49K	<0.01%	new	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	23	$3.33K	<0.01%	0	13F-HR Timeline
Bangor Savings Bank	17	$2.45K	<0.01%	0	13F-HR Timeline