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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,693 managers (1,713 13F filers) reported a position in ITOT shares at 2026-06-30, 374,287,986 shares in all. 147 filers opened a position and 52 filers sold out during the quarter.

Managers
1,693
13F filers
1,713
New
147
Added
601
Reduced
573
Sold out
52
Shares held by filers
374,287,986

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.85,943,202$14.1B0.21%+6,025,55213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN66,599,281$10.9B1.9%+628,86813F-HRTimelineGroup
Wealthfront Advisers LLC14,987,349$2.46B4.73%+613,86213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding14,395,032$2.36B+2,293,009Timeline
Betterment LLC10,338,360$1.7B2.87%-279,56913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,164,560$1.67B0.09%-38,52713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.11,218,914$1.6B0.53%+568,30213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,547,081$1.08B0.07%-71,33913F-HRTimelineGroup
LPL Financial LLC6,546,183$1.08B0.24%+616,75013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,279,976$867M8.66%-65,03713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,224,510$694M-44,380Timeline
Blue Trust, Inc.4,090,776$672M7.04%+218,28313F-HRTimeline
SigFig Wealth Management, LLC4,070,270$664M17.59%+27,92113F-HRTimeline
Ballentine Partners, LLC3,149,753$517M6.32%-35,45813F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co3,037,774$499M11.27%-557,57013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.2,992,236$492M10.16%+91,47513F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The2,246,560$369M3.59%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,123,118$349M0.07%+203,20913F-HRTimelineGroup
Creative Planningin group Creative Planning2,063,768$339M0.2%+14,39813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,009,020$330M0.09%+60,32113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,879,380$302M0.12%+888,97713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,838,405$302M0.37%-26,07113F-HRTimelineGroup
Allworth Financial LP1,835,875$302M1.28%-112,93013F-HRTimeline
SENTINEL TRUST CO LBA1,777,298$292M25.85%-26,21313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,787,944$292M0.02%+35,02013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,741,348$286M0.24%+57,92313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,634,628$269M0.96%-76,42213F-HRTimelineGroup
Evensky & Katz LLC1,596,396$262M13.54%+15,48613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,555,858$256M0.3%+73,20513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC1,517,244$249M2.42%-99,17413F-HRTimeline
Provenance Wealth Advisors, LLC1,494,425$245M23.39%-15,78613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,490,952$245M0.37%-28,06313F-HRTimeline
Cisco Systems, Inc.in group Cisco Systems, Inc.1,297,500$213M52.6%-75,00013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,288,810$212M0.27%-1,78913F-HRTimeline
TD Capital Management LLC1,275,016$209M17.12%-64,92613F-HRTimeline
Zhang Financial LLC1,246,429$205M5.98%+64,47713F-HRTimeline
Goldstein Advisors, LLC1,245,712$205M18.7%+472,86113F-HRTimeline
LJI Wealth Management, LLC1,183,884$194M27.24%-37,47513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,152,884$189M+34,108Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,141,681$188M0.03%-9,94913F-HRTimelineGroup
Disciplina Capital Management LLC1,140,744$187M19.36%-203,18613F-HRTimeline
Constellation Investments, Inc.1,108,000$182M5.72%013F-HRTimeline
Parallel Advisors, LLC1,106,752$182M2.78%-34,64013F-HRTimeline
Tanager Wealth Management LLP1,100,577$181M15.74%-6,69913F-HRTimeline
FMR LLCin group FMR LLC1,091,601$179M0.01%+40,62113F-HRTimelineGroup
Mesirow Financial Investment Management…1,076,654$177M2.78%+21,97413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,053,377$173M0.18%-42,86513F-HRTimelineGroup
Wick Capital Partners, LLC1,036,086$170M25.68%+106,43413F-HRTimeline
Winthrop Advisory Group LLC1,025,806$169M11.35%+57,49113F-HRTimeline
HB Wealth Management, LLC998,509$164M0.92%-3,79113F-HRTimeline
Claar Advisors LLC993,607$163M52.58%-1,21313F-HRTimeline
UBS Group AGgroup of 2 filers holding980,247$161M-52,858Timeline
HighTower Advisors, LLC962,318$158M0.15%+43,77213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV843,347$139M0.17%+11,66713F-HR/ATimeline
Cetera Investment Advisers822,853$135M0.12%+19,41913F-HRTimeline
Facet Wealth, Inc.763,136$125M1.8%-22,97513F-HRTimeline
True Link Financial Advisors, LLC703,778$116M6.69%-38,87913F-HR/ATimeline
Geneos Wealth Management Inc.703,221$116M2.36%-28,16313F-HRTimeline
Cambridge Investment Research Advisors,…676,753$111M0.25%+20,04813F-HR/ATimeline
Rock Creek Group LLCin group Rock Creek Group LLC676,034$111M11.18%-151,47513F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC608,438$99.9M9.08%-11,90813F-HRTimeline
Johnson Bixby & Associates, LLC588,632$96.7M10.79%+1,63113F-HRTimeline
Cresset Asset Management, LLC570,739$93.8M0.34%+112,34913F-HRTimeline
BLAIR WILLIAM & CO/IL556,582$91.4M0.24%-20,91413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…546,556$89.8M0.14%+31,94313F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT546,145$89.7M15.47%+91,19913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC527,922$86.7M0.03%+193,87113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP527,619$86.7M0.12%-4,96213F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC527,349$86.6M0.66%+19,72913F-HRTimeline
Friday Financial523,396$85.9M23%+58,79213F-HRTimeline
Wealthspire Advisors, LLC515,328$84.7M0.47%+421,23813F-HRTimeline
Aviso Financial Inc.511,817$84.1M2.92%+46,23213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC501,601$82.4M1.6%-202,97213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC500,031$82.1M0.17%+48,54913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding499,542$82.1M+6,449Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…444,613$73M0.04%+97713F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC438,896$72.1M2.91%-81513F-HRTimeline
Brady Martz Wealth Solutions, LLC429,338$70.5M10.65%+13,34213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP421,882$69.3M2.44%-62,64013F-HRTimeline
Elm Partners Management LLC406,864$66.8M2.4%-24,57813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC403,829$66.3M8.75%+26,29613F-HRTimeline
Steffes Financial, Ltd.402,246$66.1M28.53%+9,41013F-HRTimeline
REGATTA CAPITAL GROUP, LLC401,634$66M8.87%+12,14213F-HRTimeline
Private Advisor Group, LLC395,834$65M0.3%+91,75713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP394,277$64.8M0.81%-1,26813F-HRTimeline
Tulsa Wealth Advisors, INC386,317$63.5M8.94%-8,54413F-HRTimeline
&PARTNERS382,673$63M0.26%+16,71513F-HRTimeline
Clark Capital Management Group, Inc.372,906$61.3M0.33%-17,56913F-HRTimeline
BLB&B Advisors, LLC359,749$59.1M2.16%+9,40113F-HRTimeline
Strategic Point Investment Advisors, LLC358,955$59M7.68%+5,73013F-HRTimeline
HighPoint Advisor Group LLC352,706$57.9M2.04%+66,77413F-HRTimeline
Empowered Funds, LLC352,671$57.9M0.31%new13F-HRTimeline
jvl associates llc351,336$57.7M16.37%-6,29313F-HRTimeline
Smallwood Wealth Investment Management,…347,654$57.1M24.95%+5,13713F-HRTimeline
Savant Capital, LLC339,693$55.8M0.16%-5,50413F-HRTimeline
Beacon Pointe Advisors, LLC337,983$55.5M0.26%+6,22113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC331,608$54.7M1.74%+9,16813F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC332,253$54.6M0.91%-6,29713F-HRTimeline
Eldridge Investment Advisors, Inc.330,853$54.3M10.76%+2,75313F-HRTimeline
Quantinno Capital Management LP328,772$54M0.06%+21,35413F-HRTimeline
Pure Financial Advisors, LLC328,641$54M0.69%-2,17413F-HRTimeline
Kondo Wealth Advisors, Inc.327,735$53.8M18%+10,06713F-HRTimeline
Adventist Health System/ West321,151$52.8M8.27%013F-HRTimeline
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD313,157$51.4M0.08%+121,11413F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC312,866$51.4M15.77%+6,74513F-HRTimeline
JGP Wealth Management, LLC306,602$50.4M4.52%+9,19413F-HRTimeline
Ironsides Asset Advisors, LLC289,330$47.5M11.13%+45213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC288,546$47.4M1.09%+2,80613F-HRTimelineGroup
Truepoint, Inc.283,208$46.5M0.97%-37,45013F-HRTimeline
Financial Designs Corp281,221$46.2M24.76%-3,02813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…297,958$46.2M0.08%+9,79413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC275,746$45.3M<0.01%-137,13813F-HRTimelineGroup
Integrated Wealth Concepts LLC274,395$45.1M0.22%+54,25013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…267,378$43.9M5.92%-74413F-HRTimelineGroup
Caprock Group, LLC264,396$43.4M0.83%-7213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT263,439$43.3M17.59%+43413F-HRTimeline
Procyon Advisors, LLC260,383$42.8M1.85%-27,55413F-HRTimeline
Arax Advisory Partners258,065$42.4M0.28%+212,26013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP255,344$41.9M0.05%-20,89913F-HRTimelineGroup
Reliant Wealth Planning249,115$40.9M11.26%-6,61813F-HRTimeline
Advisory Services Network, LLC246,114$40.4M0.46%+6,79413F-HRTimeline
Klaas Financial Asset Advisors, LLC245,825$40.4M5.03%-7,09413F-HRTimeline
Aspirean Wealth, LLC244,442$40.2M37.32%+10,68513F-HRTimeline
Heritage Wealth Advisors244,091$40.1M1.38%-13,72113F-HRTimeline
Squire Investment Management Company, L…242,293$39.8M9.58%+10,09213F-HRTimeline
Planned Solutions, Inc.238,648$39.2M11.28%+10,73913F-HRTimeline
NewEdge Advisors, LLC238,148$39.1M0.12%+21,42813F-HRTimeline
Coquina Private Wealth LLC235,715$38.7M26.29%+9,71213F-HRTimeline
Independent Order of Foresters233,510$38.4M37.36%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp233,503$38.4M0.01%+17,83813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…230,476$37.9M0.93%+201,63513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding229,366$37.7M+531Timeline
Aerodigm Wealth, LLC224,371$36.9M12.47%+8,07513F-HRTimeline
Valmark Advisers, Inc.223,801$36.8M0.39%-8,72513F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…223,048$36.7M2.4%-3,31913F-HRTimelineGroup
Capstone Financial Advisors, Inc.221,301$36.4M1.77%+3,11413F-HRTimeline
Composition Wealth, LLC220,690$36.3M0.43%-40013F-HRTimeline
BCGM Wealth Management, LLC220,096$36.2M7.64%+94,52713F-HRTimeline
CIBC WORLD MARKET INC.216,626$35.6M0.06%+166,92513F-HRTimeline
Sendero Wealth Management, LLC215,586$35.4M3.53%+89713F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…209,155$34.4M2.51%+79513F-HRTimeline
Vise Technologies, Inc.207,455$34.1M0.39%+61,94813F-HRTimeline
Trevian Wealth Management LLC207,432$34.1M14.52%-12,81713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC206,899$34M0.25%+6,26313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.206,629$33.9M0.54%-2,31413F-HRTimeline
E-Wealth Partners, LLC205,972$33.8M24.46%+11,89313F-HRTimeline
Janney Montgomery Scott LLC203,659$33.5M0.06%+59,60013F-HRTimeline
SWEENEY & MICHEL, LLC196,749$33.4M8.76%-1,66413F-HRTimeline
Advus Financial Partners, LLC199,788$32.8M9.35%-6,75713F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.198,271$32.6M0.19%+2,35513F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…196,157$32.2M21.31%-5,91213F-HRTimeline
Canvas Wealth Advisors, LLC192,444$31.6M4.41%+7,22013F-HRTimeline
Summit Financial, LLC190,400$31.3M0.34%-14,61713F-HRTimeline
NWAM LLC189,972$31.2M1.56%+2,62213F-HRTimeline
TRUE Private Wealth Advisors189,648$31.2M2.69%-33,88513F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW189,462$31.1M4.07%-20,42513F-HRTimelineGroup
MontVue Capital Management, Inc.186,235$30.6M17.6%-5,60813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP184,178$30.3M<0.01%+1,26013F-HRTimelineGroup
Gotham Asset Management, LLC181,400$29.8M0.07%+50,79613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC181,344$29.8M3.03%+4,62313F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC180,880$29.7M7.77%+16113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC179,994$29.6M0.35%-65,62013F-HRTimelineGroup
Financial Partners Group, Inc177,720$29.2M2.96%-1,78713F-HRTimeline
Prism Planning Partners LLC174,303$28.6M30.3%+5,28913F-HRTimeline
DURANTE & WATERS, LLC170,830$28.1M18.39%-11,35513F-HRTimeline
Rehmann Capital Advisory Group170,453$28M1.28%-2,41313F-HRTimeline
CATALYST PRIVATE WEALTH, LLC168,335$27.7M13.35%-46713F-HRTimeline
Peirce Capital Management, LLC166,936$27.4M10.05%+7,53513F-HRTimeline
Patton Albertson Miller Group, LLC165,733$27.2M2.71%-3,38813F-HRTimeline
Aletheian Wealth Advisors LLC165,712$27.2M11.63%+4,37613F-HRTimeline
Bernardo Wealth Planning LLC165,672$27.2M4.65%+1,52213F-HRTimeline
Legacy Financial Advisors, Inc.164,319$27M3.29%-4,95213F-HRTimeline
BRIGHTON JONES LLC162,554$26.7M0.5%-3,37613F-HRTimeline
Life Planning Partners, Inc161,686$26.6M19.74%-14,82313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…161,306$26.5M0.15%-2,51713F-HRTimelineGroup
TruNorth Capital Management, LLC158,382$26M4.18%+9,48313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.157,334$25.8M0.04%-7,04013F-HRTimelineGroup
Astoria Strategic Wealth, Inc.156,723$25.7M5.88%-4,26013F-HRTimeline
Friedenthal Financial156,657$25.7M11.91%+2,81513F-HRTimeline
Kaufman Rossin Wealth, LLC155,765$25.7M12.18%+22,70113F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.156,378$25.7M1.83%-3,29513F-HRTimeline
Plancorp, LLC155,944$25.6M0.62%-5,53913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC154,124$25.3M0.3%-3,55713F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC152,649$25.1M0.49%+45,74613F-HRTimelineGroup
Sequoia Financial Advisors, LLC152,622$25.1M0.13%+78,17513F-HRTimeline
OneDigital Investment Advisors LLC151,209$24.8M0.21%-4,37913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding151,125$24.8M-489Timeline
EP Wealth Advisors, LLC149,297$24.5M0.09%+118,26613F-HRTimeline
MAI Capital Management147,454$24.2M0.09%+27,67413F-HRTimeline
Koshinski Asset Management, Inc.141,123$23.2M1.23%-19013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC139,122$22.9M0.35%-1,31813F-HRTimeline
Crestwood Advisors Group, LLC138,849$22.8M0.34%-2,88413F-HRTimeline
Strategic Equity Management137,333$22.6M7.58%+114,98813F-HRTimeline
Heck Capital Advisors, LLC137,213$22.5M1.35%-3,83013F-HRTimeline
KM Capital Management Ltd.136,877$22.5M10.57%new13F-HRTimeline
Gleason Group, Inc.136,029$22.3M1.95%-1,10013F-HRTimeline
Farther Finance Advisors, LLC134,664$22.1M0.17%-1,38913F-HRTimeline
Finhabits Advisors LLC132,959$21.8M18.36%-6,08713F-HRTimeline
Hickory Point Bank & Trust132,700$21.8M13.22%013F-HRTimeline
Steward Partners Investment Advisory, L…129,243$21.2M0.11%+9,30913F-HRTimeline