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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,700 managers (1,720 13F filers) reported a position in ITOT shares at 2026-06-30, 374,297,698 shares in all. 148 filers opened a position and 53 filers sold out during the quarter.

Managers
1,700
13F filers
1,720
New
148
Added
602
Reduced
579
Sold out
53
Shares held by filers
374,297,698

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
BEACON FINANCIAL GROUP128,412$21.1M1.92%+4,01413F-HRTimeline
Physician Wealth Advisors, Inc.127,829$21M2.51%-29813F-HRTimeline
Cornell Pochily Investment Advisors, In…127,278$20.9M5.62%+5,53813F-HRTimeline
FLOW TRADERS U.S. LLC126,844$20.8M0.86%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY125,216$20.6M2.07%-1,31013F-HRTimeline
Wealthspire Retirement, LLC124,243$20.6M1.13%-46913F-HRTimeline
Modern Wealth Management, LLC123,740$20.3M0.24%-8,84413F-HRTimeline
STEVENS CAPITAL PARTNERS123,645$20.3M3.86%+23313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC209,613$19.8M0.95%+90,04513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC119,402$19.6M4.84%-15113F-HRTimeline
IFP Advisors, Inc118,813$19.5M0.35%-1,39813F-HRTimeline
SAX WEALTH ADVISORS, LLC136,077$19.4M0.79%-57713F-HRTimeline
Tortoise Investment Management, LLC116,376$19.1M1.42%+1,03313F-HRTimeline
BBR PARTNERS, LLC115,418$19M0.89%+10,40513F-HRTimeline
Oakwell Private Wealth Management, LLC114,053$18.7M3.11%-1,30413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FLAGSHIP HARBOR ADVISORS, LLC113,099$18.6M0.71%+25,93313F-HRTimeline
NWF Advisory Services Inc.111,718$18.4M1.73%+42713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC111,690$18.3M0.34%-1,26513F-HRTimeline
Stokes Family Office, LLC111,512$18.3M2.14%-30,79213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC110,597$18.2M10.38%+1,23713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management109,886$18.1M0.18%-1,13413F-HRTimelineGroup
Solstein Capital, LLC108,819$17.9M6.12%+100,58013F-HRTimeline
Waverly Advisors, LLC108,727$17.9M0.1%+76313F-HRTimeline
GREENLEAF TRUST108,349$17.8M0.17%+43913F-HRTimeline
SJBENEN ADVISORY, LLC107,979$17.7M10.48%+46,49813F-HRTimeline
MONEYWISE, INC.106,454$17.5M6.52%+47,76113F-HRTimeline
Cynosure Group, LLC105,382$17.3M2.6%-8,88413F-HRTimeline
Kaydan Wealth Management, Inc.104,642$17.2M5.24%+1,49713F-HRTimeline
Cosner Financial Group, LLC104,050$17.1M8.78%-35,39413F-HRTimeline
Evansbrook LLC103,519$17M10.14%+3,61613F-HRTimeline
Smithfield Trust Co103,167$16.9M0.68%+85313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…103,101$16.9M2.14%+2,82713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC102,378$16.8M0.01%+7113F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …101,566$16.7M0.04%-11,44513F-HRTimelineGroup
Merit Financial Group, LLC101,296$16.6M0.1%+3513F-HR/ATimeline
Family Manage LLC100,950$16.6M1.74%-54513F-HRTimeline
Aptus Capital Advisors, LLC100,797$16.6M0.12%+2,51113F-HRTimeline
WBH ADVISORY INC99,882$16.4M1.1%-1,75613F-HRTimeline
JMAC ENTERPRISES LLC98,027$16.1M2.71%-1,74913F-HRTimeline
Glenview Trust Co97,742$16.1M0.22%013F-HR/ATimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …97,000$15.9M0.01%new13F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV96,560$15.9M5.92%+2,57513F-HRTimeline
OMNI 360 Wealth, Inc.96,159$15.8M7.3%-8,74213F-HRTimeline
1900 WEALTH MANAGEMENT LLC95,286$15.7M0.87%-11113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding95,076$15.6M+12,417Timeline
Endowment Wealth Management, Inc.94,640$15.5M6.01%+5,75113F-HRTimeline
Chicago Partners Investment Group LLC96,010$15.5M0.31%-58913F-HRTimeline
Arkadios Wealth Advisors93,927$15.4M0.24%+1,91313F-HRTimeline
Robertson Stephens Wealth Management, L…93,405$15.3M0.38%+7,77413F-HRTimeline
CHOREO, LLC93,041$15.3M0.17%-90813F-HRTimeline
HMV Wealth Advisors, LLC92,827$15.2M5.94%-4,93713F-HRTimeline
Single Point Partners, LLC2,234,223$15.1M2.66%+1,61013F-HRTimeline
Roger Wittlin Investment Advisory, LLC91,607$15M11.82%+12813F-HRTimeline
HBE Wealth Management, LLC91,194$15M10.76%+12,61813F-HRTimeline
Solano Wealth Investment Advisors LLC90,727$14.9M6.78%-23413F-HRTimeline
Clear Retirement Advice LLC90,621$14.9M10.19%+7,11813F-HRTimeline
King Wealth Management Group90,142$14.8M1.62%-13313F-HRTimeline
GuidedMoney, LLC90,113$14.8M6.85%+2,17313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC88,518$14.5M0.04%+33,91713F-HRTimelineGroup
Sanctuary Advisors, LLC88,469$14.5M0.07%+1,27513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC86,749$14.3M0.31%+5,17113F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC84,901$13.9M0.79%+1,52313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS83,334$13.7M0.49%-87213F-HRTimelineGroup
KFA Private Wealth Group, LLC82,750$13.6M3.27%-11,36113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…82,684$13.6M0.02%+2,30613F-HRTimelineGroup
Argent Trust Co82,662$13.6M0.39%013F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…82,189$13.5M9.46%-1,15213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/81,992$13.5M<0.01%+15,09213F-HRTimelineGroup
Private Wealth Asset Management, LLC81,863$13.4M1.3%+5,01213F-HRTimeline
Vestmark Advisory Solutions, Inc.81,496$13.4M0.13%+79,03413F-HRTimeline
Ashton Thomas Private Wealth, LLC81,389$13.4M0.28%-5,56913F-HRTimeline
Level Wealth Management LLC80,941$13.3M5.33%-21713F-HRTimeline
Farrow Financial, Inc.80,562$13.2M7.06%-11,74213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC80,466$13.2M1.25%+10,71313F-HRTimeline
Spectrum Strategic Capital Management, …80,122$13.2M6.52%-11,14113F-HRTimeline
Crescent Grove Advisors, LLC80,078$13.2M1.11%-74513F-HRTimeline
Sage Mountain Advisors LLC80,034$13.1M0.81%+38513F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC79,969$13.1M2.09%-19113F-HRTimeline
Regent Peak Wealth Advisors LLC79,574$13.1M2.42%-3,86213F-HRTimeline
Kingsview Wealth Management, LLC79,009$13M0.16%-16,42913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…78,387$12.9M0.34%-3513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC78,034$12.8M0.17%-6,60713F-HRTimeline
Clearstead Advisors, LLC77,979$12.8M0.12%-2,62713F-HRTimeline
Brooklyn FI, LLC75,966$12.4M2.28%-9013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT75,434$12.4M0.67%013F-HRTimelineGroup
Fulcrum Equity Management74,778$12.3M9.94%+7013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC74,682$12.3M0.06%-1,86713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…74,523$12.2M0.22%-89113F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding73,023$12M+21,346Timeline
Rollins Financial Advisors, LLC72,860$12M1.58%-3,07913F-HRTimeline
Towercrest Capital Management72,112$11.8M1.65%+6,33913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC70,798$11.6M0.92%+3,28813F-HRTimeline
Kovack Advisors, Inc.70,549$11.6M0.56%-29313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK70,508$11.6M1.47%-1,13713F-HRTimelineGroup
ETF Portfolio Partners, Inc.69,240$11.4M2.71%-1,52613F-HRTimeline
Roble, Belko & Company, Inc68,347$11.2M1.21%-1813F-HRTimeline
PFG Investments, LLC66,889$11M0.43%-4,80913F-HRTimeline
BIP Wealth, LLC66,714$11M0.31%+9,06213F-HRTimeline
Global Retirement Partners, LLC66,676$11M0.17%13F-HRTimeline
J.W. COLE ADVISORS, INC.65,655$10.8M0.19%new13F-HRTimeline
Grove Bank & Trust65,477$10.8M1.07%-8813F-HRTimeline
CLARIS ADVISORS, LLC / MO /65,425$10.7M2.81%+15,78013F-HRTimeline
Rede Wealth, LLC65,308$10.7M3.55%+4,83713F-HRTimeline
71 West Capital Partners64,097$10.5M0.36%-3,92613F-HRTimeline
Element Wealth, LLC64,086$10.5M3.96%-64313F-HRTimeline
CogentBlue Wealth Advisors, LLC64,058$10.5M6.03%+1,73513F-HRTimeline
Western Wealth Management, LLC63,776$10.5M0.34%+14,52513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC63,504$10.4M1.79%+5,32213F-HRTimeline
CENTRAL TRUST Co62,283$10.2M0.19%+92713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62,046$10.2M0.01%+1,82513F-HRTimelineGroup
Well Done, LLC61,089$10M1.35%-90913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC60,744$9.98M0.05%new13F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.60,621$9.96M0.4%+1,79513F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC60,301$9.91M0.61%-17013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC59,943$9.85M4.71%-56613F-HRTimeline
DDFG, Inc59,911$9.84M1.95%-40013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers59,158$9.72M0.01%+14,53513F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC58,632$9.63M0.51%-95813F-HRTimeline
Flagship Private Wealth, LLC58,552$9.62M3.4%+1,42213F-HRTimeline
Investors Research Corp58,420$9.6M1.72%-2,05213F-HRTimeline
LYNCH & ASSOCIATES/IN57,012$9.37M1.64%-87213F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO56,971$9.36M1.03%+25,93613F-HRTimelineGroup
Monument Capital Management56,958$9.36M1.88%-2,02413F-HRTimeline
Cadia Private Client LLC56,729$9.32M6.69%-6,17613F-HRTimeline
FORBES J M & CO LLP56,289$9.25M0.73%-22113F-HRTimeline
Donor Advised Charitable Giving, Inc.56,156$9.22M0.21%+14413F-HRTimeline
Hardy Reed LLC55,978$9.2M0.59%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC55,085$9.05M3.94%-80313F-HRTimeline
Bradley & Co. Private Wealth Management…54,780$9M4.29%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…54,136$8.89M0.52%-4,85213F-HRTimeline
Apella Capital, LLC53,889$8.84M0.12%+1,75713F-HRTimeline
LVZ, Inc.52,917$8.69M0.88%+2,24013F-HRTimeline
Summit Trail Advisors, LLC52,488$8.62M0.11%-3,14613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding52,742$8.55M+29,138Timeline
Yukon Wealth Management, Inc.52,024$8.55M2.45%+12,89913F-HRTimeline
Diversified Portfolios, Inc.51,961$8.54M0.62%+19213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION51,889$8.52M0.61%-2,35913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV51,338$8.43M0.4%-36313F-HRTimeline
Summit Wealth Partners, LLC51,224$8.41M1.2%+72113F-HRTimeline
Modera Wealth Management, LLC50,951$8.37M0.09%-2,47613F-HRTimeline
IEQ CAPITAL, LLC50,933$8.37M0.04%-20,96813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT50,651$8.32M0.55%-5,06813F-HRTimeline
National Philanthropic Trust50,548$8.3M0.12%-5,06813F-HRTimeline
Avalon Advisory Group50,544$8.3M3.07%-25013F-HRTimeline
Mosaic Advisors LLC50,527$8.3M11.14%013F-HRTimeline
Ironwood Financial, llc50,429$8.28M1.3%-92613F-HRTimeline
Investment Advisory Group, LLC49,620$8.15M1.77%+14313F-HRTimeline
DAVIDSON INVESTMENT ADVISORS49,458$8.12M0.33%-81613F-HRTimeline
MONECO ADVISORS, LLC49,254$8.09M0.49%-2,82513F-HRTimeline
HBK Sorce Advisory LLC47,739$8.05M0.16%-2813F-HRTimeline
TIAAgroup of 4 filers holding48,437$7.95M+23,109Timeline
DKM Wealth Management, Inc.48,394$7.95M5.2%-75313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC47,695$7.83M3.27%-1,06113F-HRTimeline
Avior Wealth Management, LLC47,484$7.8M0.21%-94513F-HRTimeline
Foundations Investment Advisors, LLC47,413$7.79M0.08%-21113F-HRTimeline
Abound Wealth Management47,390$7.78M1.55%+78413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC47,268$7.76M2.49%+213F-HRTimeline
Aegis Wealth Management LLC47,167$7.75M3.64%013F-HRTimeline
Independent Solutions Wealth Management…47,053$7.73M1.01%-93613F-HRTimeline
Sigma Planning Corp46,912$7.71M0.19%+53813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding46,822$7.69M-1,238Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC46,392$7.62M0.05%-1,20013F-HRTimelineGroup
Hudock, Inc.46,120$7.58M0.97%+12313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC45,800$7.52M0.01%new13F-HRTimeline
Compound Planning, Inc.45,005$7.39M0.19%+1,89713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources44,950$7.38M<0.01%+3213F-HRTimelineGroup
Wedmont Private Capital44,527$7.37M0.2%-1,81613F-HRTimeline
First Heartland Consultants, Inc.44,609$7.33M0.47%-18613F-HRTimeline
Snowden Capital Advisors LLC44,214$7.26M0.17%-1,05713F-HRTimeline
Legacy Private Trust Co.44,175$7.26M0.41%-4,92513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC43,899$7.21M0.09%013F-HRTimeline
Matthew Goff Investment Advisor, LLC43,069$7.07M1.19%+2913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES42,945$7.05M2.45%+39,99113F-HRTimeline
TSFG, LLC42,893$7.05M0.89%-17213F-HRTimeline
Amplius Wealth Advisors, LLC42,805$7.03M0.52%-6,25413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC42,796$7.03M0.05%+49013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC42,296$6.95M2.52%-55613F-HRTimeline
Hassell Wealth Management, LLC42,227$6.91M2.12%+7713F-HRTimeline
Capital Planning LLC41,876$6.88M2%-65213F-HRTimeline
BlackDiamond Wealth Management, LLC40,429$6.85M2.77%+2,01713F-HRTimeline
SUTTON PLACE INVESTORS LLC41,605$6.83M3.31%-1,16413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT41,454$6.81M0.1%-93613F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT41,139$6.76M0.68%-21813F-HRTimeline
FAS Wealth Partners, Inc.40,834$6.71M0.35%-7113F-HRTimeline
LIBRA WEALTH LLC40,657$6.68M1.71%-41213F-HRTimeline
Fairvoy Private Wealth, LLC39,779$6.53M1.32%-55813F-HRTimeline
Texas Capital Bank Wealth Management Se…39,632$6.51M0.35%-46213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…39,596$6.5M0.06%+4,45413F-HRTimelineGroup
GeoWealth Management, LLC39,552$6.5M0.2%-1,06013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC39,536$6.49M3.13%-52613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO39,553$6.48M0.08%-49113F-HRTimeline
Capital Advisors, Ltd. LLC39,211$6.44M0.65%-4313F-HRTimeline
ASPIRIANT, LLC39,120$6.43M0.16%-1,11513F-HRTimeline
Dakota Wealth Management39,039$6.41M0.12%-2,76713F-HRTimeline
Wealth Management Associates, Inc.38,772$6.37M1.76%+14413F-HRTimeline
GREENWOOD GEARHART LLC38,546$6.33M0.29%-80213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\38,409$6.31M0.01%+4,19613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.38,226$6.28M0.08%-1,97913F-HRTimeline
Glen Eagle Advisors, LLC38,217$6.28M0.79%+37913F-HRTimeline
VestGen Advisors, LLC38,110$6.26M0.18%-2013F-HRTimeline