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IEOIEO
26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 13,007 shares of IEO (ISHARES TR), worth $1.4M as of 2026-Q2. The position was increased (+1.0% shares). IEO represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$1.4M

Current Shares

13,007

Total Value Change

+$1.2M

Total Shares Change

+4,322

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13,007
+1.0%
$1.4M0.0%$109.45
26
2026-Q1
Increased
12,873
+3.2%
$1.6M0.0%$123.92
26
2025-Q4
Decreased
12,469
-39.1%
$1.1M0.0%$88.14
0
2025-Q3
Decreased
20,492
-7.1%
$1.9M0.0%$90.81
0
2025-Q2
Increased
22,054
+65.7%
$2M0.0%$86.28
38
2025-Q1
Decreased
13,310
-11.5%
$1.3M0.0%$91.58
0
2024-Q4
Decreased
15,041
-21.9%
$1.3M0.0%$86.29
0
2024-Q3
Decreased
19,267
-46.3%
$1.8M0.0%$87.53
0
2024-Q2
Decreased
35,884
-14.0%
$3.6M0.0%$94.52
0
2024-Q1
Decreased
41,715
-10.7%
$4.5M0.0%$101.08
0
2023-Q4
Decreased
46,701
-41.6%
$4.4M0.0%$87.56
0
2023-Q3
Increased
79,913
+45.7%
$7.8M0.0%$90.71
37
2023-Q2
Decreased
54,840
-3.8%
$4.7M0.0%$78.58
0
2023-Q1
Decreased
56,998
-50.2%
$4.9M0.0%$78.87
0
2022-Q4
Decreased
114,424
-0.6%
$10.6M0.0%$84.54
0
2022-Q3
Increased
115,074
+8.4%
$9.6M0.0%$74.88
30
2022-Q2
Increased
106,159
+39.1%
$8.3M0.0%$68.94
36
2022-Q1
Increased
76,309
+28.3%
$5.8M0.0%$74.26
34
2021-Q4
Increased
59,501
+611.3%
$3.7M0.0%$53.57
43
2021-Q3
Decreased
8,365
-94.0%
$487,0000.0%$50.37
0
2021-Q2
Increased
140,012
+372.3%
$8.2M0.0%$49.17
44
2021-Q1
Increased
29,644
+278.7%
$1.4M0.0%$41.62
41
2020-Q4
Decreased
7,828
-21.7%
$281,0000.0%$30.51
0
2020-Q3
Decreased
10,001
-74.9%
$268,0000.0%$22.35
0
2020-Q2
Increased
39,859
+358.9%
$1.3M0.0%$28.08
41
2020-Q1
First report
8,685
-
$197,0000.0%$18.92
0

Other major holders of IEO: MORGAN STANLEY, WELLS FARGO & COMPANY/MN

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