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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,425 managers (1,436 13F filers) reported a position in ITOT shares at 2025-03-31, 312,672,818 shares in all. 88 filers opened a position and 76 filers sold out during the quarter.

Managers
1,425
13F filers
1,436
New
88
Added
554
Reduced
489
Sold out
76
Shares held by filers
312,672,818

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Wealthspire Retirement, LLC124,946$15.2M1.21%+2,42213F-HRTimeline
OneDigital Investment Advisors LLC123,619$15.1M0.18%+61,32913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC120,555$14.7M0.27%-12,90113F-HRTimeline
Modern Wealth Management, LLC117,792$14.4M0.46%+87,34213F-HR/ATimeline
Oakwell Private Wealth Management, LLC117,119$14.3M3.95%-9,52613F-HRTimeline
GREENLEAF TRUST115,327$14.1M0.13%-26213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC115,234$14.1M0.01%+14,19513F-HRTimelineGroup
DDFG, Inc113,880$13.9M3.85%-65013F-HRTimeline
Plancorp, LLC113,588$13.9M0.55%+41,47413F-HRTimeline
Sequoia Financial Advisors, LLC113,582$13.9M0.11%+17,36913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC112,711$13.8M0.12%+5,73013F-HR/ATimelineGroup
1900 WEALTH MANAGEMENT LLC111,571$13.6M1.13%-7,95213F-HRTimeline
Wealthspire Advisors, LLC110,684$13.5M0.08%+1,36413F-HRTimeline
STEVENS CAPITAL PARTNERS109,937$13.4M6.3%-14,27813F-HRTimeline
NWF Advisory Services Inc.109,549$13.4M1.88%+4,04013F-HRTimeline
Kingsview Wealth Management, LLC109,010$13.3M0.25%-22,18813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC107,568$13.1M9.3%-1,16513F-HRTimeline
WBH ADVISORY INC106,661$13M1.21%-56213F-HRTimeline
Janney Montgomery Scott LLC106,308$13M0.04%+17613F-HRTimeline
Aptus Capital Advisors, LLC103,165$12.6M0.14%+2,02213F-HRTimeline
Kaufman Rossin Wealth, LLC102,227$12.5M8.92%+3,15913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC101,036$12.3M0.31%+67,74813F-HRTimeline
OMNI 360 Wealth, Inc.100,824$12.3M8.24%+3,91213F-HR/ATimeline
Farrow Financial, Inc.98,628$12M8.09%+62413F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV97,919$11.9M5.48%+12,93813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS96,691$11.8M0.48%-1,70313F-HRTimelineGroup
King Wealth Management Group96,590$11.8M1.79%-1,14913F-HRTimeline
Regent Peak Wealth Advisors LLC96,312$11.8M2.77%-4,15013F-HRTimeline
Waverly Advisors, LLC96,150$11.7M0.14%-2,75813F-HRTimeline
CHOREO, LLC95,039$11.6M0.18%-13,53013F-HRTimeline
Strategic Equity Management94,673$11.6M4.86%+4,79113F-HRTimeline
Glenview Trust Co94,568$11.5M0.22%+4,43513F-HR/ATimeline
Solano Wealth Investment Advisors LLC93,472$11.4M7.06%-9,21613F-HRTimeline
MAI Capital Management93,362$11.4M0.09%+5,27113F-HRTimeline
Crescent Grove Advisors, LLC93,360$11.4M1.19%-7,95313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,178$11.4M0.03%+29,11813F-HRTimelineGroup
Wade Financial Advisory, Inc92,625$11.3M3.87%+7,22413F-HRTimeline
Asset Dedication, LLC92,072$11.2M0.91%-18,22613F-HRTimeline
Chicago Partners Investment Group LLC91,518$11.2M0.37%+44,27313F-HRTimeline
Family Manage LLC91,058$11.1M1.83%+1,22613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…90,524$11M0.41%-1,77913F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…89,600$10.9M1.91%+6,38813F-HRTimeline
Ashton Thomas Private Wealth, LLC89,560$10.9M0.42%+53,70313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC88,213$10.8M0.86%+84913F-HRTimeline
Cornell Pochily Investment Advisors, In…86,173$10.5M3.7%+81613F-HRTimeline
Clearstead Advisors, LLC84,691$10.3M0.16%+1,74013F-HRTimeline
Smithfield Trust Co84,620$10.3M0.52%-50413F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC83,521$10.2M2.28%-98813F-HRTimeline
Rollins Financial Advisors, LLC83,452$10.2M1.77%-4,46313F-HR/ATimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK83,105$10.1M1.48%-9,54413F-HR/ATimelineGroup
Single Point Partners, LLC82,472$10.1M2.36%-1,58713F-HRTimeline
Sanctuary Advisors, LLC81,920$10M0.07%+5,36813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC81,786$9.98M0.34%+4,45113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.81,731$9.97M0.55%+11,35213F-HR/ATimelineGroup
Argent Trust Co81,633$9.96M0.41%-17513F-HRTimeline
Fulcrum Equity Management80,191$9.78M10.69%-31213F-HRTimeline
GREENWOOD GEARHART LLC79,144$9.66M0.67%-65913F-HRTimeline
JMAC ENTERPRISES LLC78,579$9.59M2.28%+2,50813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC74,841$9.13M0.07%+1,40213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…74,147$9.05M0.24%+35613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO73,823$9.01M0.17%+67,56113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC73,207$8.93M0.27%-2,63713F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…70,718$8.63M0.65%+11,65013F-HRTimeline
Investors Research Corp70,019$8.54M1.85%-1,83413F-HRTimeline
Rede Wealth, LLC69,380$8.47M2.99%+2,16013F-HRTimeline
Private Wealth Asset Management, LLC68,856$8.4M1.21%13F-HRTimeline
ETF Portfolio Partners, Inc.68,803$8.39M2.53%+2,94513F-HRTimeline
MorganRosel Wealth Management, LLC67,984$8.29M2.52%-11613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,650$8.25M0.01%+59,36913F-HR/ATimelineGroup
Callan Family Office, LLC67,241$8.2M0.62%+23,43813F-HRTimeline
Grove Bank & Trust66,089$8.06M1.08%+6,80313F-HRTimeline
KFA Private Wealth Group, LLC65,836$8.03M2.81%-2,23813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/65,607$8M<0.01%+14,47713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding64,904$7.92M-5,275Timeline
Well Done, LLC61,355$7.89M1.43%+96813F-HRTimeline
Element Wealth, LLC64,536$7.87M4.22%-17113F-HRTimeline
Turtle Creek Wealth Advisors, LLC64,035$7.81M1.17%013F-HRTimeline
CENTRAL TRUST Co63,172$7.71M0.19%-2,32213F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC63,069$7.7M5.16%-36113F-HRTimeline
Foundations Investment Advisors, LLC63,064$7.69M0.14%-18513F-HRTimeline
Monument Capital Management62,939$7.68M2.36%-163,41913F-HRTimeline
Roble, Belko & Company, Inc62,117$7.58M1.21%+10113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC61,984$7.56M0.72%-87513F-HRTimeline
Amplius Wealth Advisors, LLC61,198$7.47M0.78%+1,11313F-HRTimeline
CogentBlue Wealth Advisors, LLC60,340$7.36M6.46%-2,10813F-HRTimeline
Certus Wealth Management, LLC57,746$7.36M5%-1,38513F-HRTimeline
Modera Wealth Management, LLC59,430$7.25M0.1%-1,02213F-HRTimeline
Donor Advised Charitable Giving, Inc.59,097$7.21M0.21%+17313F-HRTimeline
Sigma Planning Corp58,270$7.11M0.23%-2,91913F-HRTimeline
FORBES J M & CO LLP58,058$7.08M0.69%+37313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC55,037$7.08M0.16%+25513F-HRTimelineGroup
Fairvoy Private Wealth, LLC57,563$7.02M1.93%-18,29113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT57,062$6.96M0.31%+3,41613F-HRTimeline
National Philanthropic Trust57,062$6.96M0.11%+3,41613F-HRTimeline
LYNCH & ASSOCIATES/IN56,649$6.91M1.49%+1,29413F-HRTimeline
Avalon Advisory Group56,391$6.88M3.24%+10,14913F-HRTimeline
MONECO ADVISORS, LLC56,120$6.85M0.71%-5,00513F-HR/ATimeline
FIRST FINANCIAL BANK - TRUST DIVISION55,856$6.81M0.66%-53013F-HRTimeline
Towercrest Capital Management55,852$6.81M1.29%-21,76013F-HRTimeline
Bradley & Co. Private Wealth Management…55,499$6.77M4.62%013F-HRTimeline
Hardy Reed LLC55,429$6.76M0.6%-5113F-HRTimeline
Summit Wealth Partners, LLC54,917$6.7M1.36%-1,25713F-HRTimeline
A&I FINANCIAL SERVICES, LLC54,724$6.68M4.52%-1,10313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT54,194$6.61M0.44%013F-HRTimelineGroup
Endowment Wealth Management, Inc.53,563$6.54M4.2%-17813F-HRTimeline
Flagship Private Wealth, LLC53,338$6.51M3.1%+5,33113F-HRTimeline
Independent Solutions Wealth Management…52,971$6.46M1.45%-7413F-HRTimeline
CLARIS ADVISORS, LLC / MO /52,541$6.41M2.39%-88813F-HRTimeline
Ironwood Financial, llc52,153$6.36M1.36%+1,40813F-HRTimeline
Advisor Resource Council52,347$6.31M0.51%new13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC51,077$6.23M0.63%+7,27913F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC50,944$6.22M3.26%-2,23313F-HRTimeline
DAVIDSON INVESTMENT ADVISORS50,816$6.2M0.31%+2,53513F-HRTimeline
DKM Wealth Management, Inc.50,760$6.19M6.01%+1,96913F-HRTimeline
HBK Sorce Advisory LLC49,735$6.07M0.18%-85213F-HRTimeline
PFG Investments, LLC49,721$6.07M0.39%+4,69913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC49,692$6.06M3.33%-1,94413F-HRTimeline
Steward Partners Investment Advisory, L…49,652$6.06M0.05%+6,08113F-HRTimeline
Avior Wealth Management, LLC49,040$5.98M0.23%013F-HRTimeline
Matthew Goff Investment Advisor, LLC48,581$5.93M1.09%-6,80313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding48,089$5.87M+779Timeline
Aegis Wealth Management LLC47,167$5.75M3.38%-35113F-HRTimeline
Snowden Capital Advisors LLC46,847$5.72M0.18%+5,12513F-HRTimeline
Apella Capital, LLC48,091$5.7M0.2%+15,81113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV46,661$5.69M0.43%+68413F-HRTimeline
TSFG, LLC46,341$5.65M1.16%+30713F-HRTimeline
Tyler-Stone Wealth Management46,299$5.65M1.01%-69213F-HRTimeline
GeoWealth Management, LLC46,296$5.65M0.23%+8413F-HRTimeline
First Heartland Consultants, Inc.46,145$5.63M0.58%+45013F-HRTimeline
Capital Planning LLC44,344$5.41M1.51%-5,12913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC44,086$5.38M0.02%+3613F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC43,964$5.36M0.1%013F-HRTimeline
Morling Financial Advisors, LLC43,589$5.32M1.83%-26313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.43,424$5.3M0.02%+3,73713F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC43,152$5.27M3.54%+24113F-HRTimeline
Merit Financial Group, LLC42,990$5.25M0.08%+6,87013F-HRTimeline
Hudock, Inc.42,946$5.24M0.92%+7913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT42,700$5.21M0.65%-50713F-HRTimeline
BANK OF HAWAII42,677$5.21M0.3%-40913F-HRTimeline
Farther Finance Advisors, LLC42,279$5.18M0.13%+3,74413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC42,423$5.18M0.05%+45913F-HRTimeline
Diversified Portfolios, Inc.42,397$5.17M0.54%+10,02413F-HRTimeline
Columbus Macro, LLC42,087$5.14M0.68%+29613F-HRTimeline
Legacy Private Trust Co.42,072$5.13M0.35%-184,34013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers41,546$5.07M0.01%+17,41313F-HRTimelineGroup
Pinnacle Financial Partners Inc41,450$5.06M0.1%-9713F-HRTimeline
Investment Advisory Group, LLC41,333$5.04M1.69%+77413F-HRTimeline
FAS Wealth Partners, Inc.41,191$5.03M0.41%-54013F-HRTimeline
Yukon Wealth Management, Inc.41,054$5.01M2.08%13F-HRTimeline
LIBRA WEALTH LLC40,903$4.99M1.87%+8,55513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES40,801$4.98M1.94%+20613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.40,794$4.98M2.7%new13F-HRTimeline
MA Private Wealth40,783$4.98M0.94%+4,40713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources40,571$4.95M<0.01%-95413F-HRTimelineGroup
MBA Advisors LLC40,247$4.91M2.43%-26413F-HRTimeline
Dakota Wealth Management39,896$4.87M0.11%+62013F-HRTimeline
BlackDiamond Wealth Management, LLC39,366$4.86M3.28%+1,97013F-HRTimeline
Hassell Wealth Management, LLC40,948$4.8M2.05%-11,52513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…38,491$4.7M0.47%013F-HRTimelineGroup
Cornerstone Wealth Group, LLC38,301$4.67M0.39%+15713F-HRTimeline
Capital Advisors, Ltd. LLC37,670$4.6M0.61%+74513F-HRTimeline
Soltis Investment Advisors LLC37,096$4.53M0.4%+2,01413F-HRTimeline
May Hill Capital, LLC37,043$4.52M1.7%+1,60013F-HRTimeline
DOLIVER ADVISORS, LP36,469$4.45M1.25%-2,94013F-HRTimeline
HMV Wealth Advisors, LLC36,436$4.45M3.53%+16,48613F-HRTimeline
Wealth Management Associates, Inc.36,290$4.43M1.9%+73013F-HRTimeline
LVZ, Inc.36,214$4.42M0.58%-9,18513F-HRTimeline
Allie Family Office LLC35,616$4.35M2.37%+48513F-HRTimeline
Fonville Wealth Management LLC35,529$4.33M1.28%-1,48113F-HRTimeline
CFS Investment Advisory Services, LLC35,463$4.33M0.38%+4,97713F-HRTimeline
Keystone Financial Group34,744$4.24M0.43%-58613F-HRTimeline
Western Wealth Management, LLC34,629$4.23M0.28%-29613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…34,050$4.15M0.22%-15,98513F-HRTimeline
NYL Investors LLC33,994$4.15M0.27%-3,60013F-HRTimeline
JSF Financial, LLC33,948$4.14M1.09%-8,78613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,861$4.13M<0.01%-4,06513F-HRTimelineGroup
IEQ CAPITAL, LLC33,755$4.12M0.03%+27913F-HRTimeline
LCNB CORP33,650$4.11M1.51%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…33,172$4.05M3.6%013F-HRTimeline
Montecito Bank & Trust33,082$4.04M0.71%+2,11913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC32,865$4.01M0.01%013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP32,790$4M0.64%-4,52113F-HRTimeline
Glen Eagle Advisors, LLC32,690$3.99M0.66%+40213F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC32,380$3.95M3.62%+37013F-HRTimeline
GWN SECURITIES INC.32,227$3.93M0.22%+19,65113F-HRTimeline
VestGen Advisors, LLC31,473$3.84M0.17%13F-HRTimeline
Arax Advisory Partners31,451$3.84M0.25%-1,10713F-HRTimeline
Legacy Financial Group LLC31,276$3.82M0.59%+25913F-HRTimeline
Wedmont Private Capital32,806$3.81M0.2%+1,95013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding31,071$3.79M+5,884Timeline
Gotham Asset Management, LLC30,743$3.75M0.03%+5,20313F-HRTimeline
Prospera Financial Services Inc30,671$3.74M0.09%+57113F-HRTimeline
J.W. COLE ADVISORS, INC.30,498$3.72M0.12%-6,83613F-HRTimeline
TFO Wealth Partners, LLC30,416$3.71M0.74%new13F-HRTimeline
Fortress Financial Solutions, LLC30,374$3.71M5.36%-2,11113F-HRTimeline
Rather & Kittrell, Inc.30,160$3.68M0.8%-1,22113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC29,348$3.58M0.03%-21,62813F-HRTimelineGroup
Sage Mountain Advisors LLC29,270$3.57M0.26%+3,25513F-HRTimeline
UNIQUE WEALTH, LLC29,199$3.56M0.67%new13F-HRTimeline
Retirement Planning Group, LLC29,148$3.56M0.17%-36,34113F-HRTimeline