# ISHARES TR (IOO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IOO/

- Reporting holders: 21
- Reported value: $31.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $15.8M | 109,469 | 6.3% | 4 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $6.2M | 42,892 | 3.3% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $3.2M | 22,312 | 0.1% | 1 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.2M | 8,454 | 0.1% | 14 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $801.4K | 5,565 | 0.1% | 2 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $722.1K | 5,014 | 0.1% | 31 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $719.6K | 4,968 | 0.2% | 20 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $633.9K | 4,640 | 0.2% | 4 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $622.4K | 4,322 | 0.1% | 13 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $411.0K | 2,854 | 0.1% | 10 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $405.4K | 2,815 | 0.0% | 3 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $342.7K | 2,380 | 0.1% | 5 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $201.6K | 1,400 | 0.0% | 1 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $101.4K | 704 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $47.8K | 332 | 0.0% | 9 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $41.2K | 286 | 0.0% | 2 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $39.7K | 276 | 0.0% | 4 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $11.5K | 80 | 0.0% | 8 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $7.5K | 52 | 0.0% | 1 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $3.3K | 23 | 0.0% | 5 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $2.4K | 17 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $31.5M |
| Q2 2026 | 380 | $6.4B |
| Q1 2026 | 355 | $5.7B |
| Q4 2025 | 368 | $5.9B |
| Q3 2025 | 319 | $5.4B |
| Q2 2025 | 323 | $4.9B |
| Q1 2025 | 324 | $4.5B |
| Q4 2024 | 310 | $4.8B |
| Q3 2024 | 276 | $4.5B |
| Q2 2024 | 274 | $4.4B |
| Q1 2024 | 256 | $3.9B |
| Q4 2023 | 258 | $3.5B |