IOO · Insider trading · 13F holders · Congress trades
Ishares Tr (IOO)
Who is buying and selling IOO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 50
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IOO at a glance
- No open-market insider purchases or sales of IOO were filed in the last 90 days.
- 50 13F filers hold IOO among their 50 largest positions, worth $489.7M combined. The biggest bets by portfolio weight are Twelve Points Wealth Management LLC (6.5%), Green Ridge Wealth Planning LLC (6.3%) and Bluesphere Advisors LLC (5.9%). In their latest 13Fs, 4 managers opened a new position and 8 added to one.
- No member of Congress has disclosed a trade in IOO.
IOO insider trading
No open-market insider purchases or sales of IOO were filed in the last 90 days.
Who owns IOO? Hedge funds and superinvestors
50 13F filers hold IOO among their 50 largest positions, worth $489.7M combined. The biggest bets by portfolio weight are Twelve Points Wealth Management LLC (6.5%), Green Ridge Wealth Planning LLC (6.3%) and Bluesphere Advisors LLC (5.9%). In their latest 13Fs, 4 managers opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Stephens Inc /ar/Investment manager | 0.9% | $82.6M | 604,847 | +14.5% shares | Q2 2026 |
| Amplius Wealth Advisors, LLCWealth manager | 3.0% | $43.0M | 298,796 | -2.3% shares | Q3 2026 |
| Mather Group, LLC.Wealth manager | 0.3% | $34.1M | 236,603 | -4.0% shares | Q3 2026 |
| Twelve Points Wealth Management LLCInstitutional asset manager | 6.5% | $32.5M | 237,840 | +18.2% shares | Q2 2026 |
| Asset Allocation Strategies LLCWealth manager | 3.2% | $21.3M | 147,621 | +0.4% shares | Q3 2026 |
| Goldstone Financial Group, LLCWealth manager | 1.8% | $19.6M | 143,237 | +113.7% shares | Q2 2026 |
| One Capital Management, LLCWealth manager | 0.5% | $19.4M | 160,624 | +0.0% shares | Q2 2026 |
| Bluesphere Advisors LLCWealth manager | 5.9% | $19.1M | 132,690 | -0.2% shares | Q3 2026 |
| Retirement Management Systems Inc.Wealth manager | 3.5% | $16.9M | 123,827 | +4.6% shares | Q2 2026 |
| Thoroughbred Financial Services, LLCWealth manager | 0.8% | $16.7M | 122,176 | +1.6% shares | Q2 2026 |
| Green Ridge Wealth Planning LLCWealth manager | 6.3% | $15.8M | 109,469 | +17.6% shares | Q3 2026 |
| Hudock, Inc.Wealth manager | 2.0% | $15.5M | 107,690 | +1.6% shares | Q3 2026 |
| Certified Advisory CorpWealth manager | 1.3% | $15.2M | 105,272 | +1.9% shares | Q3 2026 |
| Flagship Private Wealth, LLCWealth manager | 5.3% | $14.9M | 108,754 | -3.4% shares | Q2 2026 |
| Greykasell Wealth Strategies, Inc.Wealth manager | 4.5% | $12.5M | 91,741 | +0.3% shares | Q2 2026 |
| Perryman Financial Advisory Inc /adWealth manager | 1.3% | $10.7M | 74,107 | +3.6% shares | Q3 2026 |
| Stonebridge Financial Group, LLC / MOWealth manager | 5.3% | $7.9M | 57,950 | +5.8% shares | Q2 2026 |
| NFSG CorpWealth manager | 0.9% | $7.4M | 51,317 | -3.0% shares | Q3 2026 |
| Capital Advisors, Ltd. LLCInstitutional asset manager | 0.7% | $7.2M | 50,135 | -0.7% shares | Q3 2026 |
| Whelan FinancialWealth manager | 1.9% | $7.1M | 49,579 | +2.1% shares | Q3 2026 |
| 180 Wealth Advisors, LLCWealth manager | 0.7% | $6.8M | 49,920 | -3.3% shares | Q2 2026 |
| Gallagher Capital Advisors, LLCWealth manager | 3.3% | $6.2M | 42,892 | -0.8% shares | Q3 2026 |
| Fagan Associates, Inc.Wealth manager | 0.6% | $5.5M | 38,425 | -2.4% shares | Q3 2026 |
| Christensen, King & Associates Investment Services, Inc.Wealth manager | 1.9% | $5.3M | 37,017 | +11.3% shares | Q3 2026 |
| Boyd Watterson Asset Management Llc/ohAsset manager | 1.2% | $4.3M | 31,630 | -8.8% shares | Q2 2026 |
| Powell Investment Advisors, LLCWealth manager | 1.3% | $4.2M | 29,300 | -1.2% shares | Q3 2026 |
| Legacy CG, LLCWealth manager | 1.0% | $3.7M | 27,352 | New | Q2 2026 |
| Vickerman Investment Advisors, Inc.Wealth manager | 0.7% | $3.5M | 25,731 | -1.0% shares | Q2 2026 |
| R2 Capital Strategies, LLCWealth manager | 1.4% | $3.3M | 22,683 | +16.0% shares | Q3 2026 |
| BigSur Wealth Management LLCWealth manager | 0.7% | $2.9M | 20,076 | +0.0% shares | Q3 2026 |
The 30 largest of 50 positions, by value. Each manager counts with its latest 13F (Q3 2026: 27, Q2 2026: 23). Screen IOO in the grand portfolio →
IOO stock trades by members of Congress
No member of Congress has disclosed a trade in IOO.
IOO questions and answers
Are insiders buying IOO stock?
No open-market insider purchases or sales of IOO were filed in the last 90 days.
Which hedge funds own IOO?
50 13F filers hold IOO among their 50 largest positions, worth $489.7M combined. The biggest bets by portfolio weight are Twelve Points Wealth Management LLC (6.5%), Green Ridge Wealth Planning LLC (6.3%) and Bluesphere Advisors LLC (5.9%). In their latest 13Fs, 4 managers opened a new position and 8 added to one.
Has Congress traded IOO?
No member of Congress has disclosed a trade in IOO.
Who is the largest holder of IOO?
Among 13F filers, Stephens Inc /ar/ reports the largest IOO position, $82.6M (604,847 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Twelve Points Wealth Management LLC's: 6.5% of its portfolio.
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