On this page, we present all of the funds holding IOO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IOO, with a link to that fund's top holdings. The next columns indicate the amount of IOO stock held by each of the funds holding IOO, followed by the IOO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 253 funds holding IOO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding IOO), click the fund name in the "Holder" column of the funds-holding-IOO table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
BlackRock Inc. | 24,932,243 | $2,007,544 | 12/31/2023 |
IOO | 24,932,243 | $2,007,544 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 3,228,764 | $259,980 | 12/31/2023 |
IOO | 3,228,764 | $259,980 | 12/31/2023 |
OLD National Bancorp IN | 1,212,409 | $108,401 | 03/31/2024 |
IOO | 1,212,409 | $108,401 | 03/31/2024 |
Assetmark Inc. | 1,284,812 | $103,453 | 12/31/2023 |
IOO | 1,284,812 | $103,453 | 12/31/2023 |
Amplius Wealth Advisors LLC | 901,175 | $80,574 | 03/31/2024 |
IOO | 901,175 | $80,574 | 03/31/2024 |
Morgan Stanley | 684,819 | $55,142 | 12/31/2023 |
IOO | 684,819 | $55,142 | 12/31/2023 |
Bank of America Corp DE | 680,593 | $54,801 | 12/31/2023 |
IOO | 680,593 | $54,801 | 12/31/2023 |
Waddell & Associates LLC | 648,182 | $52,191 | 12/31/2023 |
IOO | 648,182 | $52,191 | 12/31/2023 |
LPL Financial LLC | 431,020 | $34,706 | 12/31/2023 |
IOO | 431,020 | $34,706 | 12/31/2023 |
UBS Group AG | 402,426 | $32,403 | 12/31/2023 |
IOO | 402,426 | $32,403 | 12/31/2023 |
Advisor Group Holdings Inc. | 350,543 | $28,064 | 12/31/2023 |
IOO | 350,543 | $28,064 | 12/31/2023 |
Beaumont Financial Advisors LLC | 325,404 | $26,202 | 12/31/2023 |
IOO | 325,404 | $26,202 | 12/31/2023 |
Stephens Inc. AR | 307,460 | $24,757 | 12/31/2023 |
IOO | 307,460 | $24,757 | 12/31/2023 |
Royal Bank of Canada | 278,873 | $22,455 | 12/31/2023 |
IOO | 278,873 | $22,455 | 12/31/2023 |
Ameriprise Financial Inc. | 260,827 | $21,000 | 12/31/2023 |
IOO | 260,827 | $21,000 | 12/31/2023 |
Raymond James & Associates | 251,733 | $20,270 | 12/31/2023 |
IOO | 251,733 | $20,270 | 12/31/2023 |
Envestnet Asset Management Inc. | 227,274 | $18,300 | 12/31/2023 |
IOO | 227,274 | $18,300 | 12/31/2023 |
Connectus Wealth LLC | 211,198 | $17,006 | 12/31/2023 |
IOO | 211,198 | $17,006 | 12/31/2023 |
Wells Fargo & Company MN | 188,796 | $15,202 | 12/31/2023 |
IOO | 188,796 | $15,202 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 184,203 | $14,832 | 12/31/2023 |
IOO | 184,203 | $14,832 | 12/31/2023 |
Per Stirling Capital Management LLC. | 183,161 | $14,748 | 12/31/2023 |
IOO | 183,161 | $14,748 | 12/31/2023 |
Kaye Capital Management | 163,926 | $14,657 | 03/31/2024 |
IOO | 163,926 | $14,657 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 158,616 | $14,182 | 03/31/2024 |
IOO | 158,616 | $14,182 | 03/31/2024 |
Commonwealth Equity Services LLC | 165,445 | $13,322 | 12/31/2023 |
IOO | 165,445 | $13,322 | 12/31/2023 |
Avantax Advisory Services Inc. | 160,002 | $12,883 | 12/31/2023 |
IOO | 160,002 | $12,883 | 12/31/2023 |
Asset Allocation Strategies LLC | 159,406 | $12,835 | 12/31/2023 |
IOO | 159,406 | $12,835 | 12/31/2023 |
Drake & Associates LLC | 151,096 | $12,166 | 12/31/2023 |
IOO | 151,096 | $12,166 | 12/31/2023 |
Scotia Capital Inc. | 150,618 | $12,126 | 12/31/2023 |
IOO | 150,618 | $12,126 | 12/31/2023 |
Tower Wealth Partners Inc. | 124,220 | $11,107 | 03/31/2024 |
IOO | 124,220 | $11,107 | 03/31/2024 |
Citigroup Inc. | 114,688 | $9,235 | 12/31/2023 |
IOO | 114,688 | $9,235 | 12/31/2023 |
Flagship Private Wealth LLC | 113,689 | $9,154 | 12/31/2023 |
IOO | 113,689 | $9,154 | 12/31/2023 |
MML Investors Services LLC | 110,408 | $8,890 | 12/31/2023 |
IOO | 110,408 | $8,890 | 12/31/2023 |
Centaurus Financial Inc. | 108,838 | $8,764 | 12/31/2023 |
IOO | 108,838 | $8,764 | 12/31/2023 |
Kestra Private Wealth Services LLC | 103,204 | $8,310 | 12/31/2023 |
IOO | 103,204 | $8,310 | 12/31/2023 |
Ameritas Advisory Services LLC | 100,399 | $8,230 | 12/31/2023 |
IOO | 100,399 | $8,230 | 12/31/2023 |
Bank of Montreal Can | 101,330 | $8,182 | 12/31/2023 |
IOO | 101,330 | $8,182 | 12/31/2023 |
Zimmermann Investment Management & Planning LLC | 99,776 | $8,034 | 12/31/2023 |
IOO | 99,776 | $8,034 | 12/31/2023 |
Connecticut Wealth Management LLC | 95,840 | $7,717 | 12/31/2023 |
IOO | 95,840 | $7,717 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 86,160 | $6,938 | 12/31/2023 |
IOO | 86,160 | $6,938 | 12/31/2023 |
Modern Wealth Management LLC | 85,866 | $6,914 | 12/31/2023 |
IOO | 85,866 | $6,914 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 85,817 | $6,910 | 12/31/2023 |
IOO | 85,817 | $6,910 | 12/31/2023 |
Thoroughbred Financial Services LLC | 84,159 | $6,776 | 12/31/2023 |
IOO | 84,159 | $6,776 | 12/31/2023 |
Bluesphere Advisors LLC | 82,868 | $6,673 | 12/31/2023 |
IOO | 82,868 | $6,673 | 12/31/2023 |
Sigma Planning Corp | 74,456 | $5,995 | 12/31/2023 |
IOO | 74,456 | $5,995 | 12/31/2023 |
Certified Advisory Corp | 71,596 | $5,765 | 12/31/2023 |
IOO | 71,596 | $5,765 | 12/31/2023 |
Equitable Holdings Inc. | 67,148 | $5,407 | 12/31/2023 |
IOO | 67,148 | $5,407 | 12/31/2023 |
CIBC World Markets Inc. | 66,237 | $5,333 | 12/31/2023 |
IOO | 66,237 | $5,333 | 12/31/2023 |
Cetera Investment Advisers | 58,921 | $4,744 | 12/31/2023 |
IOO | 58,921 | $4,744 | 12/31/2023 |
Capital Advisors Ltd. LLC | 52,296 | $4,676 | 03/31/2024 |
IOO | 52,296 | $4,676 | 03/31/2024 |
Private Advisor Group LLC | 56,461 | $4,546 | 12/31/2023 |
IOO | 56,461 | $4,546 | 12/31/2023 |
Mariner LLC | 54,386 | $4,379 | 12/31/2023 |
IOO | 54,386 | $4,379 | 12/31/2023 |
180 Wealth Advisors LLC | 48,819 | $4,365 | 03/31/2024 |
IOO | 48,819 | $4,365 | 03/31/2024 |
Atria Investments LLC | 52,345 | $4,215 | 12/31/2023 |
IOO | 52,345 | $4,215 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 46,608 | $4,167 | 03/31/2024 |
IOO | 46,608 | $4,167 | 03/31/2024 |
Hudock Inc. | 50,047 | $4,030 | 12/31/2023 |
IOO | 50,047 | $4,030 | 12/31/2023 |
USAdvisors Wealth Management LLC | 49,735 | $4,004 | 12/31/2023 |
IOO | 49,735 | $4,004 | 12/31/2023 |
Harbour Investments Inc. | 49,088 | $3,953 | 12/31/2023 |
IOO | 49,088 | $3,953 | 12/31/2023 |
Creative Planning | 47,665 | $3,838 | 12/31/2023 |
IOO | 47,665 | $3,838 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 41,330 | $3,695 | 03/31/2024 |
IOO | 41,330 | $3,695 | 03/31/2024 |
Whelan Financial | 41,265 | $3,689 | 03/31/2024 |
IOO | 41,265 | $3,689 | 03/31/2024 |
Fagan Associates Inc. | 45,264 | $3,645 | 12/31/2023 |
IOO | 45,264 | $3,645 | 12/31/2023 |
Aveo Capital Partners LLC | 44,769 | $3,605 | 12/31/2023 |
IOO | 44,769 | $3,605 | 12/31/2023 |
Janney Montgomery Scott LLC | 41,995 | $3,381 | 12/31/2023 |
IOO | 41,995 | $3,381 | 12/31/2023 |
Boyd Watterson Asset Management LLC OH | 40,330 | $3,247 | 12/31/2023 |
IOO | 40,330 | $3,247 | 12/31/2023 |
Kestra Advisory Services LLC | 36,715 | $2,956 | 12/31/2023 |
IOO | 36,715 | $2,956 | 12/31/2023 |
Sawtooth Solutions LLC | 35,127 | $2,828 | 12/31/2023 |
IOO | 35,127 | $2,828 | 12/31/2023 |
Bleakley Financial Group LLC | 35,127 | $2,828 | 12/31/2023 |
IOO | 35,127 | $2,828 | 12/31/2023 |
JPMorgan Chase & Co. | 35,074 | $2,824 | 12/31/2023 |
IOO | 35,074 | $2,824 | 12/31/2023 |
TD Waterhouse Canada Inc. | 31,175 | $2,586 | 12/31/2023 |
IOO | 31,175 | $2,586 | 12/31/2023 |
Cetera Advisor Networks LLC | 31,198 | $2,512 | 12/31/2023 |
IOO | 31,198 | $2,512 | 12/31/2023 |
Susquehanna International Group LLP | $2,498 | 12/31/2023 | |
IOO | 28,431 | $2,289 | 12/31/2023 |
Call | 2,600 | $209 | 12/31/2023 |
AE Wealth Management LLC | 28,701 | $2,393 | 12/31/2023 |
IOO | 28,701 | $2,393 | 12/31/2023 |
Raymond James Trust N.A. | 29,159 | $2,348 | 12/31/2023 |
IOO | 29,159 | $2,348 | 12/31/2023 |
Baird Financial Group Inc. | 29,057 | $2,340 | 12/31/2023 |
IOO | 29,057 | $2,340 | 12/31/2023 |
Capital International Investors | 28,759 | $2,319 | 12/31/2023 |
IOO | 28,759 | $2,319 | 12/31/2023 |
RDA Financial Network | 24,586 | $2,198 | 03/31/2024 |
IOO | 24,586 | $2,198 | 03/31/2024 |
GLOBALT Investments LLC GA | 26,818 | $2,159 | 12/31/2023 |
IOO | 26,818 | $2,159 | 12/31/2023 |
Ieq Capital LLC | 26,782 | $2,157 | 12/31/2023 |
IOO | 26,782 | $2,157 | 12/31/2023 |
Rathbone Brothers plc | 26,106 | $2,102 | 12/31/2023 |
IOO | 26,106 | $2,102 | 12/31/2023 |
Focus Financial Network Inc. ADV | 23,531 | $1,895 | 12/31/2023 |
IOO | 23,531 | $1,895 | 12/31/2023 |
Qube Research & Technologies Ltd | 23,229 | $1,870 | 12/31/2023 |
IOO | 23,229 | $1,870 | 12/31/2023 |
Curbstone Financial Management Corp | 20,080 | $1,795 | 03/31/2024 |
IOO | 20,080 | $1,795 | 03/31/2024 |
Csenge Advisory Group | 22,095 | $1,779 | 12/31/2023 |
IOO | 22,095 | $1,779 | 12/31/2023 |
Meridian Wealth Management LLC | 21,551 | $1,735 | 12/31/2023 |
IOO | 21,551 | $1,735 | 12/31/2023 |
LWM Advisory Services LLC | 20,577 | $1,657 | 12/31/2023 |
IOO | 20,577 | $1,657 | 12/31/2023 |
Vickerman Investment Advisors Inc. | 20,198 | $1,626 | 12/31/2023 |
IOO | 20,198 | $1,626 | 12/31/2023 |
Atria Wealth Solutions Inc. | 19,888 | $1,601 | 12/31/2023 |
IOO | 19,888 | $1,601 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 18,992 | $1,529 | 12/31/2023 |
IOO | 18,992 | $1,529 | 12/31/2023 |
Cetera Advisors LLC | 18,747 | $1,510 | 12/31/2023 |
IOO | 18,747 | $1,510 | 12/31/2023 |
Baystate Wealth Management LLC | 17,940 | $1,445 | 12/31/2023 |
IOO | 17,940 | $1,445 | 12/31/2023 |
Gamco Investors INC. ET AL | 16,800 | $1,353 | 12/31/2023 |
IOO | 16,800 | $1,353 | 12/31/2023 |
Chicago Partners Investment Group LLC | 16,011 | $1,329 | 12/31/2023 |
IOO | 16,011 | $1,329 | 12/31/2023 |
Integrated Wealth Concepts LLC | 15,626 | $1,258 | 12/31/2023 |
IOO | 15,626 | $1,258 | 12/31/2023 |
FMR LLC | 14,506 | $1,168 | 12/31/2023 |
IOO | 14,506 | $1,168 | 12/31/2023 |
Stifel Financial Corp | 14,166 | $1,141 | 12/31/2023 |
IOO | 14,166 | $1,141 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 14,166 | $1,141 | 12/31/2023 |
IOO | 14,166 | $1,141 | 12/31/2023 |
Cape Cod Five Cents Savings Bank | 14,004 | $1,128 | 12/31/2023 |
IOO | 14,004 | $1,128 | 12/31/2023 |
Onyx Bridge Wealth Group LLC | 13,665 | $1,100 | 12/31/2023 |
IOO | 13,665 | $1,100 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 13,605 | $1,095 | 12/31/2023 |
IOO | 13,605 | $1,095 | 12/31/2023 |
Flagship Harbor Advisors LLC | 12,156 | $1,087 | 03/31/2024 |
IOO | 12,156 | $1,087 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 13,180 | $1,061 | 12/31/2023 |
IOO | 13,180 | $1,061 | 12/31/2023 |
Howard Wealth Management LLC | 12,616 | $1,016 | 12/31/2023 |
IOO | 12,616 | $1,016 | 12/31/2023 |
EWG Elevate Inc. | 11,275 | $1,008 | 03/31/2024 |
IOO | 11,275 | $1,008 | 03/31/2024 |
Powell Investment Advisors LLC | 11,189 | $1,000 | 03/31/2024 |
IOO | 11,189 | $1,000 | 03/31/2024 |
Beaumont Capital Management LLC | 12,358 | $995 | 12/31/2023 |
IOO | 12,358 | $995 | 12/31/2023 |
Abbrea Capital LLC | 12,040 | $969 | 12/31/2023 |
IOO | 12,040 | $969 | 12/31/2023 |
CENTRAL TRUST Co | 12,015 | $967 | 12/31/2023 |
IOO | 12,015 | $967 | 12/31/2023 |
Rockefeller Capital Management L.P. | 11,743 | $946 | 12/31/2023 |
IOO | 11,743 | $946 | 12/31/2023 |
HighTower Advisors LLC | 11,692 | $941 | 12/31/2023 |
IOO | 11,692 | $941 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 11,406 | $918 | 12/31/2023 |
IOO | 11,406 | $918 | 12/31/2023 |
Mather Group LLC. | 9,934 | $888 | 03/31/2024 |
IOO | 9,934 | $888 | 03/31/2024 |
Oppenheimer & Co. Inc. | 10,994 | $885 | 12/31/2023 |
IOO | 10,994 | $885 | 12/31/2023 |
KCM Investment Advisors LLC | 10,872 | $875 | 12/31/2023 |
IOO | 10,872 | $875 | 12/31/2023 |
OneAscent Financial Services LLC | 9,594 | $858 | 03/31/2024 |
IOO | 9,594 | $858 | 03/31/2024 |
US Bancorp DE | 10,221 | $823 | 12/31/2023 |
IOO | 10,221 | $823 | 12/31/2023 |
Alesco Advisors LLC | 10,115 | $814 | 12/31/2023 |
IOO | 10,115 | $814 | 12/31/2023 |
Stratos Wealth Partners LTD. | 8,974 | $802 | 03/31/2024 |
IOO | 8,974 | $802 | 03/31/2024 |
Ifrah Financial Services Inc. | 9,799 | $789 | 12/31/2023 |
IOO | 9,799 | $789 | 12/31/2023 |
Wedbush Securities Inc. | 9,783 | $788 | 12/31/2023 |
IOO | 9,783 | $788 | 12/31/2023 |
Evolution Wealth Advisors LLC | 8,754 | $783 | 03/31/2024 |
IOO | 8,754 | $783 | 03/31/2024 |
Financial Advocates Investment Management | 9,618 | $774 | 12/31/2023 |
IOO | 9,618 | $774 | 12/31/2023 |
Visionary Wealth Advisors | 9,190 | $740 | 12/31/2023 |
IOO | 9,190 | $740 | 12/31/2023 |
Valmark Advisers Inc. | 8,715 | $702 | 12/31/2023 |
IOO | 8,715 | $702 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 8,640 | $696 | 12/31/2023 |
IOO | 8,640 | $696 | 12/31/2023 |
BCS Wealth Management | 7,673 | $686 | 03/31/2024 |
IOO | 7,673 | $686 | 03/31/2024 |
Professional Financial Advisors LLC | 8,325 | $670 | 12/31/2023 |
IOO | 8,325 | $670 | 12/31/2023 |
RFG Advisory LLC | 7,405 | $662 | 03/31/2024 |
IOO | 7,405 | $662 | 03/31/2024 |
Cerity Partners LLC | 8,204 | $661 | 12/31/2023 |
IOO | 8,204 | $661 | 12/31/2023 |
Jane Street Group LLC | 8,098 | $652 | 12/31/2023 |
IOO | 8,098 | $652 | 12/31/2023 |
GWM Advisors LLC | 7,857 | $633 | 12/31/2023 |
IOO | 7,857 | $633 | 12/31/2023 |
Goldman Sachs Group Inc. | 7,665 | $617 | 12/31/2023 |
IOO | 7,665 | $617 | 12/31/2023 |
Wintrust Investments LLC | 7,610 | $613 | 12/31/2023 |
IOO | 7,610 | $613 | 12/31/2023 |
Montis Financial LLC | 6,762 | $605 | 03/31/2024 |
IOO | 6,762 | $605 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 7,387 | $595 | 12/31/2023 |
IOO | 7,387 | $595 | 12/31/2023 |
Legacy Financial Strategies LLC | 6,518 | $583 | 03/31/2024 |
IOO | 6,518 | $583 | 03/31/2024 |
Comerica Bank | 7,197 | $579 | 12/31/2023 |
IOO | 7,197 | $579 | 12/31/2023 |
Unique Wealth LLC | 6,403 | $573 | 03/31/2024 |
IOO | 6,403 | $573 | 03/31/2024 |
New Millennium Group LLC | 6,303 | $507 | 12/31/2023 |
IOO | 6,303 | $507 | 12/31/2023 |
Montag A & Associates Inc. | 6,256 | $504 | 12/31/2023 |
IOO | 6,256 | $504 | 12/31/2023 |
OneAscent Wealth Management LLC | 5,599 | $501 | 03/31/2024 |
IOO | 5,599 | $501 | 03/31/2024 |
NTV Asset Management LLC | 6,150 | $495 | 12/31/2023 |
IOO | 6,150 | $495 | 12/31/2023 |
Avaii Wealth Management LLC | 6,147 | $495 | 12/31/2023 |
IOO | 6,147 | $495 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 6,129 | $494 | 12/31/2023 |
IOO | 6,129 | $494 | 12/31/2023 |
Weaver Consulting Group | 5,316 | $475 | 03/31/2024 |
IOO | 5,316 | $475 | 03/31/2024 |
Parallel Advisors LLC | 5,903 | $475 | 12/31/2023 |
IOO | 5,903 | $475 | 12/31/2023 |
Glenmede Trust Co. NA | 5,822 | $469 | 12/31/2023 |
IOO | 5,822 | $469 | 12/31/2023 |
First Heartland Consultants Inc. | 5,746 | $463 | 12/31/2023 |
IOO | 5,746 | $463 | 12/31/2023 |
CI Private Wealth LLC | 5,452 | $439 | 12/31/2023 |
IOO | 5,452 | $439 | 12/31/2023 |
GSB Wealth Management LLC | 5,354 | $431 | 12/31/2023 |
IOO | 5,354 | $431 | 12/31/2023 |
HBW Advisory Services LLC | 4,796 | $429 | 03/31/2024 |
IOO | 4,796 | $429 | 03/31/2024 |
Bradley & Co. Private Wealth Management LLC | 5,205 | $419 | 12/31/2023 |
IOO | 5,205 | $419 | 12/31/2023 |
Mirador Capital Partners LP | 4,667 | $417 | 03/31/2024 |
IOO | 4,667 | $417 | 03/31/2024 |
Walled Lake Planning & Wealth Management LLC | 5,114 | $412 | 12/31/2023 |
IOO | 5,114 | $412 | 12/31/2023 |
BigSur Wealth Management LLC | 5,076 | $409 | 12/31/2023 |
IOO | 5,076 | $409 | 12/31/2023 |
EP Wealth Advisors LLC | 5,050 | $407 | 12/31/2023 |
IOO | 5,050 | $407 | 12/31/2023 |
Whittier Trust Co. | 5,000 | $403 | 12/31/2023 |
IOO | 5,000 | $403 | 12/31/2023 |
Perigon Wealth Management LLC | 4,999 | $403 | 12/31/2023 |
IOO | 4,999 | $403 | 12/31/2023 |
Thomasville National Bank | 4,497 | $402 | 03/31/2024 |
IOO | 4,497 | $402 | 03/31/2024 |
Daymark Wealth Partners LLC | 4,485 | $401 | 03/31/2024 |
IOO | 4,485 | $401 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 4,408 | $394 | 03/31/2024 |
IOO | 4,408 | $394 | 03/31/2024 |
Ausdal Financial Partners Inc. | 4,378 | $391 | 03/31/2024 |
IOO | 4,378 | $391 | 03/31/2024 |
National Asset Management Inc. | 4,654 | $375 | 12/31/2023 |
IOO | 4,654 | $375 | 12/31/2023 |
WPWealth LLP | 4,610 | $371 | 12/31/2023 |
IOO | 4,610 | $371 | 12/31/2023 |
Renaissance Technologies LLC | 4,400 | $354 | 12/31/2023 |
IOO | 4,400 | $354 | 12/31/2023 |
Bank of New York Mellon Corp | 4,359 | $351 | 12/31/2023 |
IOO | 4,359 | $351 | 12/31/2023 |
Fischer Investment Strategies LLC | 4,325 | $348 | 12/31/2023 |
IOO | 4,325 | $348 | 12/31/2023 |
Beacon Pointe Advisors LLC | 4,175 | $336 | 12/31/2023 |
IOO | 4,175 | $336 | 12/31/2023 |
Hanlon Investment Management Inc. | 4,138 | $333 | 12/31/2023 |
IOO | 4,138 | $333 | 12/31/2023 |
Continuum Advisory LLC | 4,104 | $331 | 12/31/2023 |
IOO | 4,104 | $331 | 12/31/2023 |
Lane & Associates LLC | 3,656 | $327 | 03/31/2024 |
IOO | 3,656 | $327 | 03/31/2024 |
Fifth Third Securities Inc. | 3,635 | $325 | 03/31/2024 |
IOO | 3,635 | $325 | 03/31/2024 |
Truist Financial Corp | 3,702 | $298 | 12/31/2023 |
IOO | 3,702 | $298 | 12/31/2023 |
Arete Wealth Advisors LLC | 3,698 | $298 | 12/31/2023 |
IOO | 3,698 | $298 | 12/31/2023 |
Cape Investment Advisory Inc. | 3,680 | $296 | 12/31/2023 |
IOO | 3,680 | $296 | 12/31/2023 |
Strait & Sound Wealth Management LLC | 3,680 | $295 | 12/31/2023 |
IOO | 3,680 | $295 | 12/31/2023 |
Summit Financial Group Inc. | 3,230 | $289 | 03/31/2024 |
IOO | 3,230 | $289 | 03/31/2024 |
J.W. Cole Advisors Inc. | 3,576 | $288 | 12/31/2023 |
IOO | 3,576 | $288 | 12/31/2023 |
Charter Trust Co. | 3,570 | $287 | 12/31/2023 |
IOO | 3,570 | $287 | 12/31/2023 |
National Bank of Canada FI | 3,528 | $282 | 12/31/2023 |
IOO | 3,528 | $282 | 12/31/2023 |
DHK Financial Advisors Inc. | 3,500 | $282 | 12/31/2023 |
IOO | 3,500 | $282 | 12/31/2023 |
Adell Harriman & Carpenter Inc. | 3,350 | $270 | 12/31/2023 |
IOO | 3,350 | $270 | 12/31/2023 |
Encompass Wealth Advisors LLC | 3,340 | $269 | 12/31/2023 |
IOO | 3,340 | $269 | 12/31/2023 |
Level Four Advisory Services LLC | 3,303 | $266 | 12/31/2023 |
IOO | 3,303 | $266 | 12/31/2023 |
Palisade Asset Management LLC | 3,220 | $259 | 12/31/2023 |
IOO | 3,220 | $259 | 12/31/2023 |
Sfmg LLC | 3,213 | $259 | 12/31/2023 |
IOO | 3,213 | $259 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 3,148 | $253 | 12/31/2023 |
IOO | 3,148 | $253 | 12/31/2023 |
Pathstone Holdings LLC | 3,134 | $252 | 12/31/2023 |
IOO | 3,134 | $252 | 12/31/2023 |
Financial Council Asset Management Inc | 3,116 | $251 | 12/31/2023 |
IOO | 3,116 | $251 | 12/31/2023 |
IFP Advisors Inc | 3,030 | $244 | 12/31/2023 |
IOO | 3,030 | $244 | 12/31/2023 |
Lwmg LLC | 2,953 | $238 | 12/31/2023 |
IOO | 2,953 | $238 | 12/31/2023 |
Revisor Wealth Management LLC | 2,949 | $237 | 12/31/2023 |
IOO | 2,949 | $237 | 12/31/2023 |
Peterson Financial Group Inc. | 2,869 | $231 | 12/31/2023 |
IOO | 2,869 | $231 | 12/31/2023 |
Geneos Wealth Management Inc. | 2,845 | $229 | 12/31/2023 |
IOO | 2,845 | $229 | 12/31/2023 |
Global Retirement Partners LLC | 2,821 | $227 | 12/31/2023 |
IOO | 2,821 | $227 | 12/31/2023 |
Bank of Nova Scotia | 2,731 | $220 | 12/31/2023 |
IOO | 2,731 | $220 | 12/31/2023 |
Family Firm Inc. | 2,729 | $220 | 12/31/2023 |
IOO | 2,729 | $220 | 12/31/2023 |
Future Financial Wealth Managment LLC | 2,452 | $219 | 03/31/2024 |
IOO | 2,452 | $219 | 03/31/2024 |
Affiance Financial LLC | 2,441 | $218 | 03/31/2024 |
IOO | 2,441 | $218 | 03/31/2024 |
The PNC Financial Services Group Inc. | 2,578 | $208 | 12/31/2023 |
IOO | 2,578 | $208 | 12/31/2023 |
Blair William & Co. IL | 2,578 | $208 | 12/31/2023 |
IOO | 2,578 | $208 | 12/31/2023 |
Silvercrest Asset Management Group LLC | 2,570 | $207 | 12/31/2023 |
IOO | 2,570 | $207 | 12/31/2023 |
GSA Capital Partners LLP | 2,539 | $204 | 12/31/2023 |
IOO | 2,539 | $204 | 12/31/2023 |
WFA Asset Management Corp | 2,127 | $190 | 03/31/2024 |
IOO | 2,127 | $190 | 03/31/2024 |
Coppell Advisory Solutions LLC | 1,925 | $155 | 12/31/2023 |
IOO | 1,925 | $155 | 12/31/2023 |
Allworth Financial LP | 1,795 | $145 | 12/31/2023 |
IOO | 1,795 | $145 | 12/31/2023 |
Tsfg LLC | 1,500 | $134 | 03/31/2024 |
IOO | 1,500 | $134 | 03/31/2024 |
Principal Securities Inc. | 1,644 | $132 | 12/31/2023 |
IOO | 1,644 | $132 | 12/31/2023 |
Advisory Services Network LLC | 1,526 | $123 | 12/31/2023 |
IOO | 1,526 | $123 | 12/31/2023 |
CWM LLC | 1,196 | $107 | 03/31/2024 |
IOO | 1,196 | $107 | 03/31/2024 |
Signaturefd LLC | 1,260 | $101 | 12/31/2023 |
IOO | 1,260 | $101 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 1,190 | $96 | 12/31/2023 |
IOO | 1,190 | $96 | 12/31/2023 |
Fifth Third Bancorp | 1,180 | $95 | 12/31/2023 |
IOO | 1,180 | $95 | 12/31/2023 |
Phillips Financial Management LLC | 1,182 | $95 | 12/31/2023 |
IOO | 1,182 | $95 | 12/31/2023 |
Scarborough Advisors LLC | 903 | $73 | 12/31/2023 |
IOO | 903 | $73 | 12/31/2023 |
Ronald Blue Trust Inc. | 800 | $59 | 12/31/2023 |
IOO | 800 | $59 | 12/31/2023 |
TD Capital Management LLC | 684 | $55 | 12/31/2023 |
IOO | 684 | $55 | 12/31/2023 |
Semmax Financial Advisors Inc. | 646 | $54 | 12/31/2023 |
IOO | 646 | $54 | 12/31/2023 |
Advisors Preferred LLC | 569 | $45 | 12/31/2023 |
IOO | 569 | $45 | 12/31/2023 |
Lazard Asset Management LLC | 491 | $39 | 12/31/2023 |
IOO | 491 | $39 | 12/31/2023 |
First Manhattan Co. | 449 | $36 | 12/31/2023 |
IOO | 449 | $36 | 12/31/2023 |
Glassman Wealth Services | 446 | $36 | 12/31/2023 |
IOO | 446 | $36 | 12/31/2023 |
Center for Financial Planning Inc. | 404 | $33 | 12/31/2023 |
IOO | 404 | $33 | 12/31/2023 |
JDM Financial Group LLC | 414 | $33 | 12/31/2023 |
IOO | 414 | $33 | 12/31/2023 |
Pineridge Advisors LLC | 407 | $33 | 12/31/2023 |
IOO | 407 | $33 | 12/31/2023 |
Richardson Capital Management LLC | 338 | $30 | 03/31/2024 |
IOO | 338 | $30 | 03/31/2024 |
Glass Jacobson Investment Advisors llc | 351 | $28 | 12/31/2023 |
IOO | 351 | $28 | 12/31/2023 |
Matrix Private Capital Group LLC | 295 | $24 | 12/31/2023 |
IOO | 295 | $24 | 12/31/2023 |
Capital Investment Advisory Services LLC | 286 | $23 | 12/31/2023 |
IOO | 286 | $23 | 12/31/2023 |
Coastal Investment Advisors Inc. | 232 | $21 | 03/31/2024 |
IOO | 232 | $21 | 03/31/2024 |
Gradient Investments LLC | 218 | $18 | 12/31/2023 |
IOO | 218 | $18 | 12/31/2023 |
Clearstead Advisors LLC | 200 | $16 | 12/31/2023 |
IOO | 200 | $16 | 12/31/2023 |
HM Payson & Co. | 200 | $16 | 12/31/2023 |
IOO | 200 | $16 | 12/31/2023 |
Deutsche Bank AG | 203 | $16 | 12/31/2023 |
IOO | 203 | $16 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 200 | $16 | 12/31/2023 |
IOO | 200 | $16 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 185 | $15 | 12/31/2023 |
IOO | 185 | $15 | 12/31/2023 |
Front Row Advisors LLC | 180 | $14 | 12/31/2023 |
IOO | 180 | $14 | 12/31/2023 |
FinTrust Capital Advisors LLC | 156 | $13 | 12/31/2023 |
IOO | 156 | $13 | 12/31/2023 |
GHP Investment Advisors Inc. | 152 | $12 | 12/31/2023 |
IOO | 152 | $12 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 155 | $12 | 12/31/2023 |
IOO | 155 | $12 | 12/31/2023 |
Independence Bank of Kentucky | 90 | $8 | 03/31/2024 |
IOO | 90 | $8 | 03/31/2024 |
Archer Investment Corp | 90 | $7 | 12/31/2023 |
IOO | 90 | $7 | 12/31/2023 |
NBC Securities Inc. | 63 | $6 | 03/31/2024 |
IOO | 63 | $6 | 03/31/2024 |
Bessemer Group Inc. | 74 | $6 | 12/31/2023 |
IOO | 74 | $6 | 12/31/2023 |
ST Germain D J Co. Inc. | 58 | $5 | 03/31/2024 |
IOO | 58 | $5 | 03/31/2024 |
WestEnd Advisors LLC | 65 | $5 | 12/31/2023 |
IOO | 65 | $5 | 12/31/2023 |
MayTech Global Investments LLC | 54 | $4 | 12/31/2023 |
IOO | 54 | $4 | 12/31/2023 |
Dunhill Financial LLC | 48 | $4 | 12/31/2023 |
IOO | 48 | $4 | 12/31/2023 |
First Financialcorp IN | 38 | $3 | 03/31/2024 |
IOO | 38 | $3 | 03/31/2024 |
Sunbelt Securities Inc. | 29 | $3 | 03/31/2024 |
IOO | 29 | $3 | 03/31/2024 |
Sound Income Strategies LLC | 34 | $3 | 03/31/2024 |
IOO | 34 | $3 | 03/31/2024 |
Howe & Rusling Inc. | 27 | $2 | 12/31/2023 |
IOO | 27 | $2 | 12/31/2023 |
Evolution Advisers Inc. | 19 | $2 | 12/31/2023 |
IOO | 19 | $2 | 12/31/2023 |
Capital Analysts LLC | 12 | $1 | 12/31/2023 |
IOO | 12 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IOO | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IOO
See Details: Top 10 Hedge Funds Holding IOO
Also See: IOO Holdings Changes
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