IOO — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IOO)? 21 institutions reported holding $31.49M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Green Ridge Wealth Planning LLC ($15.8M), Gallagher Capital Advisors, LLC ($6.2M), Avidian Wealth Enterprises, LLC ($3.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Green Ridge Wealth Planning LLC | $15.8M | 109,469 | Added |
| 2 | Gallagher Capital Advisors, LLC | $6.2M | 42,892 | Trimmed |
| 3 | Avidian Wealth Enterprises, LLC | $3.2M | 22,312 | New |
| 4 | First Heartland Consultants, Inc. | $1.2M | 8,454 | Added |
| 5 | Balefire, LLC | $801,416 | 5,565 | Trimmed |
| 6 | Weaver Consulting Group | $722,066 | 5,014 | Hold |
| 7 | AVAII WEALTH MANAGEMENT, LLC | $719,565 | 4,968 | Hold |
| 8 | Cambridge Financial Group, LLC | $633,851 | 4,640 | Hold |
| 9 | Mirador Capital Partners LP | $622,386 | 4,322 | Trimmed |
| 10 | FIRST COMMUNITY TRUST NA | $411,005 | 2,854 | Trimmed |
| 11 | ROCKLAND TRUST CO | $405,388 | 2,815 | Hold |
| 12 | Bill Few Associates, Inc. | $342,744 | 2,380 | Hold |
| 13 | COLTON GROOME FINANCIAL ADVISORS, LLC | $201,614 | 1,400 | New |
| 14 | Rosenberg Matthew Hamilton | $101,383 | 704 | Hold |
| 15 | CoreCap Advisors, LLC | $47,811 | 332 | Added |
| 16 | Trust Co | $41,187 | 286 | Hold |
| 17 | Olistico Wealth, LLC | $39,747 | 276 | Hold |
| 18 | Central Pacific Bank - Trust Division | $11,521 | 80 | Hold |
| 19 | ARMSTRONG ADVISORY GROUP, INC | $7,489 | 52 | New |
| 20 | BURKETT FINANCIAL SERVICES, LLC | $3,329 | 23 | Hold |
| 21 | Bangor Savings Bank | $2,448 | 17 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30