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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,420 managers (1,433 13F filers) reported a position in ITOT shares at 2024-12-31, 303,506,269 shares in all. 94 filers opened a position and 47 filers sold out during the quarter.

Managers
1,420
13F filers
1,433
New
94
Added
470
Reduced
486
Sold out
47
Shares held by filers
303,506,269

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ROMANO BROTHERS AND COMPANY123,997$15.9M2.01%-17913F-HRTimeline
Bernardo Wealth Planning LLC124,598$15.9M3.8%+9,85313F-HRTimeline
Wealthspire Retirement, LLC122,524$15.8M1.24%-2,07713F-HRTimeline
PrairieView Partners, LLC120,868$15.5M1.63%-10,14513F-HRTimeline
1900 WEALTH MANAGEMENT LLC119,523$15.4M1.29%-99113F-HRTimeline
GREENLEAF TRUST115,589$14.9M0.14%+98213F-HRTimeline
Essential Planning, LLC.115,074$14.9M0.1%+113,02113F-HRTimeline
DDFG, Inc114,530$14.7M4.25%+13513F-HRTimeline
Asset Dedication, LLC110,298$14.2M1.12%-12,01413F-HRTimeline
Wealthspire Advisors, LLC109,320$14.1M0.14%-61513F-HRTimeline
CHOREO, LLC108,569$14M0.2%-9,33713F-HRTimeline
ELEVATE WEALTH ADVISORY, INC108,733$13.9M10.43%+1,25213F-HRTimeline
WBH ADVISORY INC107,223$13.8M1.28%+1,13713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC106,981$13.8M0.11%+47,82913F-HRTimelineGroup
GM Advisory Group, LLC106,361$13.7M0.76%+16,39613F-HRTimeline
Janney Montgomery Scott LLC106,132$13.7M0.04%+1,88913F-HRTimeline
NWF Advisory Services Inc.105,509$13.6M1.99%-1,52713F-HRTimeline
Solano Wealth Investment Advisors LLC102,688$13.2M7.94%13F-HRTimeline
Quantinno Capital Management LP102,572$13.2M0.13%+56,94313F-HRTimeline
Crescent Grove Advisors, LLC101,313$13M1.29%-32013F-HRTimeline
Aptus Capital Advisors, LLC101,143$13M0.15%+90,58313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC101,039$13M0.02%+17,27613F-HRTimelineGroup
Regent Peak Wealth Advisors LLC100,462$12.9M2.9%-2,11713F-HR/ATimeline
Kaufman Rossin Wealth, LLC99,068$12.7M13.11%13F-HRTimeline
Waverly Advisors, LLC98,908$12.7M0.2%+7,46213F-HRTimeline
Summit Financial, LLC98,756$12.7M0.45%+20,55413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS98,394$12.7M0.48%-18,71813F-HRTimelineGroup
Farrow Financial, Inc.98,004$12.6M8.21%-3,09913F-HRTimeline
King Wealth Management Group97,739$12.6M1.83%-16313F-HRTimeline
OMNI 360 Wealth, Inc.96,912$12.5M8.29%+15,24513F-HR/ATimeline
Sequoia Financial Advisors, LLC96,213$12.4M0.12%+2,18713F-HR/ATimeline
Baer Investment Advisory LLC19,211$11.9M12.88%13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK92,649$11.9M0.39%-93713F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…92,303$11.9M0.41%-75913F-HRTimelineGroup
Glenview Trust Co90,133$11.6M0.22%+70313F-HRTimeline
Strategic Equity Management89,882$11.6M4.87%+26,59313F-HRTimeline
Family Manage LLC89,832$11.6M1.87%+4,48413F-HRTimeline
ORG Partners LLC89,269$11.5M1.56%+88713F-HRTimeline
MAI Capital Management88,091$11.3M0.08%-4,34413F-HRTimeline
Rollins Financial Advisors, LLC87,915$11.3M1.77%-2,08213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC87,364$11.2M0.9%+87,33513F-HRTimeline
Wade Financial Advisory, Inc85,401$11M3.72%-1,68313F-HRTimeline
Cornell Pochily Investment Advisors, In…85,357$11M3.83%-33213F-HRTimeline
Smithfield Trust Co85,124$10.9M0.55%+34,40313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV84,981$10.9M4.84%-20,38713F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC84,509$10.9M2.49%-4,08913F-HRTimeline
Single Point Partners, LLC84,059$10.8M2.49%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…83,212$10.7M1.82%+2,47013F-HRTimeline
Clearstead Advisors, LLC82,951$10.7M0.16%+4913F-HRTimeline
Argent Trust Co81,808$10.5M0.43%+16013F-HRTimeline
Fulcrum Equity Management80,503$10.4M10.24%-26313F-HRTimeline
GREENWOOD GEARHART LLC79,803$10.3M0.71%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC79,714$10.3M2.65%+8,75913F-HR/ATimeline
Sanctuary Advisors, LLC76,552$10.2M0.06%-27,20313F-HRTimeline
SVB WEALTH LLC78,372$10.1M0.19%new13F-HRTimeline
Towercrest Capital Management77,612$9.98M1.61%-9,27013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC77,335$9.95M0.33%+2,43313F-HRTimeline
JMAC ENTERPRISES LLC76,071$9.78M1.54%+3,72013F-HRTimeline
Fairvoy Private Wealth, LLC75,854$9.76M2.59%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC75,844$9.76M0.3%+77813F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…73,791$9.49M0.24%-80213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC73,439$9.45M0.08%-43013F-HRTimeline
Plancorp, LLC72,114$9.28M0.38%-44,17313F-HRTimeline
Investors Research Corp71,853$9.24M2.03%-2,02213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.70,379$9.05M0.5%+1,68713F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding70,179$9.03M+1,120Timeline
Aft, Forsyth & Sober, LLC69,275$8.91M2.89%-1,30013F-HRTimeline
MorganRosel Wealth Management, LLC68,100$8.76M2.87%+1,09913F-HRTimeline
KFA Private Wealth Group, LLC68,074$8.76M3.67%-3,87913F-HRTimeline
Rede Wealth, LLC67,220$8.65M3.31%-66813F-HRTimeline
ETF Portfolio Partners, Inc.65,858$8.47M2.54%-5,93213F-HRTimeline
CENTRAL TRUST Co65,494$8.42M0.21%+78213F-HRTimeline
Retirement Planning Group, LLC65,489$8.42M0.42%+3,91613F-HRTimeline
Element Wealth, LLC64,707$8.32M4.35%-4,37613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…64,060$8.24M0.02%+5,98713F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC64,035$8.24M1.9%-1,11413F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC63,430$8.16M5.48%-3,87913F-HRTimeline
Foundations Investment Advisors, LLC63,249$8.14M0.16%+53,34913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC62,859$8.08M0.76%+46313F-HRTimeline
CogentBlue Wealth Advisors, LLC62,448$8.03M7.07%13F-HRTimeline
OneDigital Investment Advisors LLC62,290$8.01M0.09%-42013F-HRTimeline
Roble, Belko & Company, Inc62,016$7.98M1.27%-55813F-HRTimeline
Sigma Planning Corp61,189$7.87M0.25%-3,26513F-HRTimeline
Certus Wealth Management, LLC59,131$7.87M5.27%+2,09713F-HRTimeline
MONECO ADVISORS, LLC61,125$7.86M0.83%-36813F-HR/ATimeline
Modera Wealth Management, LLC60,452$7.78M0.09%-1,92213F-HRTimeline
Amplius Wealth Advisors, LLC60,085$7.73M0.79%+37113F-HRTimeline
Grove Bank & Trust59,286$7.63M1.06%-14013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…59,068$7.6M0.57%-5,67113F-HRTimeline
Well Done, LLC60,387$7.59M1.39%013F-HRTimeline
Donor Advised Charitable Giving, Inc.58,924$7.58M0.17%+21313F-HRTimeline
FORBES J M & CO LLP57,685$7.42M0.71%-37513F-HRTimeline
Global Retirement Partners, LLC57,000$7.33M0.21%-25713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION56,386$7.25M0.68%-1,85713F-HRTimeline
Summit Wealth Partners, LLC56,174$7.23M1.48%-2,56913F-HRTimeline
A&I FINANCIAL SERVICES, LLC55,827$7.18M7%13F-HRTimeline
Bradley & Co. Private Wealth Management…55,499$7.14M4.46%13F-HRTimeline
Hardy Reed LLC55,480$7.14M0.63%-2,69913F-HRTimeline
Matthew Goff Investment Advisor, LLC55,384$7.12M1.32%+10513F-HRTimeline
LYNCH & ASSOCIATES/IN55,355$7.12M1.54%-1,51713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,782$7.05M0.16%+10,10213F-HRTimelineGroup
Hassell Wealth Management, LLC52,473$6.98M2.81%+68113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT54,194$6.97M0.46%013F-HRTimelineGroup
Endowment Wealth Management, Inc.53,741$6.91M4.64%+3,71313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT53,646$6.9M0.28%-1,02313F-HRTimeline
National Philanthropic Trust53,646$6.9M0.1%-1,02313F-HRTimeline
CLARIS ADVISORS, LLC / MO /53,429$6.87M2.58%+4,43513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC53,177$6.84M3.71%-1,13513F-HRTimeline
Independent Solutions Wealth Management…53,045$6.82M1.49%-15,68513F-HRTimeline
EP Wealth Advisors, LLC52,800$6.79M0.06%+31,97913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC51,636$6.64M3.7%-40413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/51,130$6.58M<0.01%-5,05613F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC50,976$6.56M0.05%013F-HRTimelineGroup
Ironwood Financial, llc50,745$6.53M1.37%-1,68413F-HRTimeline
HBK Sorce Advisory LLC50,587$6.51M0.2%+34413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…50,035$6.44M0.33%-91013F-HRTimeline
Capital Planning LLC49,473$6.36M1.67%-86413F-HRTimeline
SCS Capital Management LLC49,430$6.36M0.13%+113F-HRTimeline
Avior Wealth Management, LLC49,040$6.31M0.23%+23,88013F-HRTimeline
DKM Wealth Management, Inc.48,791$6.28M5.95%13F-HRTimeline
DAVIDSON INVESTMENT ADVISORS48,281$6.21M0.3%+67213F-HRTimeline
Flagship Private Wealth, LLC48,007$6.17M2.97%+5,56413F-HRTimeline
Chicago Partners Investment Group LLC47,245$6.12M0.2%-89613F-HRTimeline
Aegis Wealth Management LLC47,518$6.11M4.13%13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding47,310$6.08M+11,481Timeline
Tyler-Stone Wealth Management46,991$6.04M1.08%-2,93113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/46,411$5.97M0.01%+3,78113F-HRTimelineGroup
Avalon Advisory Group46,242$5.95M2.72%-4,05213F-HRTimeline
GeoWealth Management, LLC46,212$5.94M0.19%-2,02913F-HRTimeline
TSFG, LLC46,034$5.92M1.22%-10013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV45,977$5.91M0.43%+2,05313F-HRTimeline
First Heartland Consultants, Inc.45,695$5.88M0.6%-3,11813F-HRTimeline
LVZ, Inc.45,399$5.84M0.75%+10,33613F-HRTimeline
PFG Investments, LLC45,022$5.79M0.36%-3,28913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC44,050$5.67M0.03%-293,69413F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC43,964$5.65M0.11%-21713F-HRTimeline
Morling Financial Advisors, LLC43,852$5.64M1.97%-10013F-HRTimeline
Callan Family Office, LLC43,803$5.63M0.36%+18,16313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC43,798$5.63M0.57%-8,14513F-HRTimeline
Steward Partners Investment Advisory, L…43,571$5.6M0.05%-32,74713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT43,207$5.56M0.68%-23013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC43,100$5.54M0.01%new13F-HRTimeline
BANK OF HAWAII43,086$5.54M0.31%-13413F-HRTimeline
SUTTON PLACE INVESTORS LLC42,911$5.52M3.2%013F-HRTimeline
Hudock, Inc.42,867$5.51M0.96%-2,47513F-HRTimeline
JSF Financial, LLC42,734$5.5M1.47%-3,30213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC41,964$5.4M0.05%+19713F-HRTimeline
Columbus Macro, LLC41,791$5.38M0.75%+27,04213F-HRTimeline
FAS Wealth Partners, Inc.41,731$5.37M0.45%-91413F-HRTimeline
Snowden Capital Advisors LLC41,722$5.37M0.17%+2,48113F-HRTimeline
Pinnacle Financial Partners Inc41,547$5.34M0.11%-34,90113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources41,525$5.34M<0.01%+2,11813F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES40,595$5.22M1.98%-1,14113F-HRTimeline
Investment Advisory Group, LLC40,559$5.22M1.75%+1,24913F-HRTimeline
MBA Advisors LLC40,511$5.21M2.64%+20613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.39,687$5.1M0.02%+2,89213F-HRTimelineGroup
DOLIVER ADVISORS, LP39,409$5.07M1.41%-10,26913F-HRTimeline
RFG Advisory, LLC39,355$5.06M0.14%+4,53113F-HRTimeline
Dakota Wealth Management39,276$5.05M0.12%+3,53913F-HRTimeline
Farther Finance Advisors, LLC38,535$4.96M0.18%+2,18613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…38,491$4.95M0.49%013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP37,311$4.92M0.75%-4,63513F-HRTimeline
Cornerstone Wealth Group, LLC38,144$4.91M0.4%-1,90613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC38,015$4.89M0.05%+12,90013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37,926$4.88M<0.01%+4,64413F-HRTimelineGroup
NYL Investors LLC37,594$4.84M0.44%+1,70013F-HRTimeline
BlackDiamond Wealth Management, LLC37,396$4.81M2.78%-29013F-HRTimeline
J.W. COLE ADVISORS, INC.37,334$4.8M0.19%+4,42113F-HRTimeline
Fonville Wealth Management LLC37,010$4.76M1.57%-1,19013F-HRTimeline
Capital Advisors, Ltd. LLC36,925$4.75M0.6%-20713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…35,536$4.74M0.27%-11,54013F-HRTimeline
Sunbelt Securities, Inc.36,303$4.68M0.41%-1,19213F-HRTimeline
MA Private Wealth36,376$4.68M0.87%-14913F-HRTimeline
Merit Financial Group, LLC36,120$4.65M0.08%+10,10513F-HRTimeline
Ashton Thomas Private Wealth, LLC35,857$4.61M0.18%+1,37013F-HRTimeline
Wealth Management Associates, Inc.35,560$4.57M1.95%+52713F-HRTimeline
May Hill Capital, LLC35,443$4.56M1.76%13F-HRTimeline
Keystone Financial Group35,330$4.54M0.45%-1,61313F-HRTimeline
Allie Family Office LLC35,131$4.52M2.51%013F-HRTimeline
Soltis Investment Advisors LLC35,082$4.51M0.42%+3313F-HRTimeline
Western Wealth Management, LLC34,925$4.49M0.29%-28313F-HR/ATimeline
Riggs Capital Management LLC34,585$4.45M4.36%13F-HRTimeline
CW Advisors, LLC34,193$4.4M0.06%+24,72813F-HRTimeline
LCNB CORP33,650$4.33M1.58%-1,00013F-HRTimeline
IEQ CAPITAL, LLC33,476$4.31M0.04%+3,13813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC33,288$4.28M0.11%13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…33,172$4.27M4.27%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC32,865$4.23M0.01%013F-HRTimelineGroup
Independent Advisor Alliance32,724$4.21M0.06%new13F-HRTimeline
Arax Advisory Partners32,558$4.19M0.26%+44113F-HRTimeline
Fortress Financial Solutions, LLC32,485$4.18M5.96%13F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC32,010$4.17M3.22%+113F-HRTimeline
Diversified Portfolios, Inc.32,373$4.16M0.45%+4,42413F-HRTimeline
LIBRA WEALTH LLC32,348$4.16M1.62%-2,81613F-HRTimeline
Glen Eagle Advisors, LLC32,288$4.15M0.69%+1,05513F-HRTimeline
Apella Capital, LLC32,280$4.15M0.16%-2,51213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC31,440$4.04M0.24%-14013F-HRTimeline
Rather & Kittrell, Inc.31,381$4.04M0.95%-2,88613F-HRTimeline
Montecito Bank & Trust30,963$3.98M0.69%+55613F-HRTimeline
Wedmont Private Capital30,856$3.93M0.21%+1,57813F-HRTimeline