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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,464 managers (1,476 13F filers) reported a position in ITOT shares at 2025-06-30, 317,475,139 shares in all. 121 filers opened a position and 73 filers sold out during the quarter.

Managers
1,464
13F filers
1,476
New
121
Added
558
Reduced
492
Sold out
73
Shares held by filers
317,475,139

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Gotham Asset Management, LLC122,060$16.5M0.1%+91,31713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC120,285$16.2M1.13%-39,09513F-HRTimeline
OneDigital Investment Advisors LLC119,717$16.2M0.18%-3,90213F-HRTimeline
Oakwell Private Wealth Management, LLC116,875$15.8M3.63%-24413F-HRTimeline
BCGM Wealth Management, LLC115,877$15.6M4.41%-124,11813F-HRTimeline
DDFG, Inc114,823$15.5M3.9%+94313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC113,376$15.3M0.26%-7,17913F-HRTimeline
GREENLEAF TRUST113,097$15.3M0.14%-2,23013F-HRTimeline
Roger Wittlin Investment Advisory, LLC112,275$15.2M8.45%-19,01213F-HRTimeline
STEVENS CAPITAL PARTNERS109,053$15.1M5.4%-88413F-HRTimeline
1900 WEALTH MANAGEMENT LLC110,421$14.9M1.13%-1,15013F-HRTimeline
NWF Advisory Services Inc.109,415$14.8M1.76%-13413F-HRTimeline
Kaufman Rossin Wealth, LLC107,354$14.5M9.18%+5,12713F-HRTimeline
WBH ADVISORY INC106,899$14.4M1.23%+23813F-HRTimeline
Janney Montgomery Scott LLC105,581$14.3M0.04%-72713F-HRTimeline
ELEVATE WEALTH ADVISORY, INC105,228$14.2M10.11%-2,34013F-HRTimeline
Waverly Advisors, LLC104,157$14.1M0.15%+8,00713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104,010$14M0.03%+10,83213F-HR/ATimelineGroup
Kingsview Wealth Management, LLC103,856$14M0.24%-5,15413F-HRTimeline
Aptus Capital Advisors, LLC103,636$14M0.14%+47113F-HRTimeline
Callan Family Office, LLC103,338$14M0.44%+36,09713F-HRTimeline
Farrow Financial, Inc.102,214$13.8M8.37%+3,58613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…99,827$13.5M0.03%-76,40313F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC99,804$13.5M0.29%-1,23213F-HRTimeline
Prasad Wealth Partners, LLC99,125$13.4M3.92%-95,74613F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV97,920$13.2M5.73%+113F-HRTimeline
OMNI 360 Wealth, Inc.97,352$13.1M8.16%-3,47213F-HR/ATimeline
Glenview Trust Co97,166$13.1M0.23%+2,59813F-HRTimeline
Level Wealth Management LLC96,269$13M7.56%+91,14213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS96,161$13M0.48%-53013F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…95,976$13M2.08%+6,37613F-HRTimeline
JMAC ENTERPRISES LLC95,801$12.9M2.77%+17,22213F-HRTimeline
King Wealth Management Group95,611$12.9M1.75%-97913F-HRTimeline
CHOREO, LLC95,380$12.9M0.18%+34113F-HRTimeline
MAI Capital Management95,088$12.8M0.09%+1,72613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC94,613$12.8M0.09%-18,09813F-HR/ATimelineGroup
Family Manage LLC94,333$12.7M1.93%+3,27513F-HRTimeline
Cornell Pochily Investment Advisors, In…94,218$12.7M4.16%+8,04513F-HRTimeline
Chicago Partners Investment Group LLC91,658$12.7M0.37%+14013F-HRTimeline
Solano Wealth Investment Advisors LLC93,836$12.7M6.5%+36413F-HRTimeline
Asset Dedication, LLC92,603$12.5M0.91%+53113F-HRTimeline
Crescent Grove Advisors, LLC91,007$12.3M1.19%-2,35313F-HRTimeline
MONEYWISE, INC.90,884$12.3M5.75%-44,88613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC89,194$12M0.33%+7,40813F-HRTimeline
Ashton Thomas Private Wealth, LLC89,090$12M0.42%-47013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC88,691$12M0.84%+47813F-HRTimeline
Clearstead Advisors, LLC87,497$11.8M0.17%+2,80613F-HRTimeline
McElhenny Sheffield Capital Management,…87,238$11.8M3.14%new13F-HR/ATimeline
Smithfield Trust Co85,765$11.6M0.55%+1,14513F-HRTimeline
Sanctuary Advisors, LLC85,080$11.5M0.07%+3,16013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…84,491$11.4M0.39%-6,03313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/84,042$11.3M0.01%+64,28013F-HR/ATimelineGroup
Argent Trust Co82,686$11.2M0.42%+1,05313F-HRTimeline
Merit Financial Group, LLC81,978$11.1M0.12%+38,98813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.81,579$11M0.54%-15213F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC81,488$11M2.34%-2,03313F-HRTimeline
Rollins Financial Advisors, LLC80,655$10.9M1.74%-2,79713F-HRTimeline
Fulcrum Equity Management80,410$10.9M11.15%+21913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC77,806$10.5M2.65%+58,65613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC77,563$10.5M0.07%+2,72213F-HRTimeline
Single Point Partners, LLC77,075$10.4M2.28%-5,39713F-HRTimeline
Private Wealth Asset Management, LLC75,424$10.2M1.35%+6,56813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…73,841$9.97M0.23%-30613F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK73,677$9.95M1.35%-9,42813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC72,708$9.82M0.26%-49913F-HRTimelineGroup
ETF Portfolio Partners, Inc.71,580$9.67M2.68%+2,77713F-HRTimeline
Rede Wealth, LLC71,293$9.63M3.48%+1,91313F-HRTimeline
Roble, Belko & Company, Inc69,639$9.4M1.37%+7,52213F-HRTimeline
TUDOR INVESTMENT CORP ET AL69,614$9.4M0.07%+64,06313F-HRTimeline
Sequoia Financial Advisors, LLC69,544$9.39M0.06%-44,03813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO68,654$9.27M0.16%-5,16913F-HRTimeline
GREENWOOD GEARHART LLC68,547$9.26M0.58%-10,59713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding68,339$9.23M+3,435Timeline
Investors Research Corp68,115$9.2M1.8%-1,90413F-HRTimeline
Global Retirement Partners, LLC67,928$9.17M0.23%13F-HRTimeline
KFA Private Wealth Group, LLC67,027$9.05M2.8%+1,19113F-HRTimeline
CENTRAL TRUST Co66,807$9.02M0.21%+3,63513F-HRTimeline
Grove Bank & Trust66,089$8.92M1.11%013F-HRTimeline
Amplius Wealth Advisors, LLC64,771$8.75M0.81%+3,57313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT64,421$8.7M0.56%+10,22713F-HRTimelineGroup
MorganRosel Wealth Management, LLC63,844$8.62M2.35%-4,14013F-HRTimeline
Summit Trail Advisors, LLC63,432$8.57M0.15%new13F-HRTimeline
J.W. COLE ADVISORS, INC.63,299$8.55M0.18%+32,80113F-HRTimeline
Turtle Creek Wealth Advisors, LLC63,265$8.54M1.01%-77013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC63,083$8.52M5.25%+1413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/62,450$8.43M<0.01%-3,15713F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC61,819$8.35M0.72%-16513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC61,470$8.3M0.88%+10,39313F-HRTimeline
Monument Capital Management61,353$8.29M2.16%-1,58613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…60,801$8.21M0.57%-9,91713F-HRTimeline
Element Wealth, LLC60,400$8.16M3.75%-4,13613F-HRTimeline
Well Done, LLC60,318$8.15M1.53%-1,03713F-HRTimeline
Towercrest Capital Management59,643$8.05M1.44%+3,79113F-HRTimeline
Donor Advised Charitable Giving, Inc.59,260$8M0.16%+16313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC58,919$7.96M0.03%+14,83313F-HRTimelineGroup
Legacy Private Trust Co.58,587$7.91M0.51%+16,51513F-HRTimeline
Avalon Advisory Group58,490$7.9M3.39%+2,09913F-HRTimeline
Brooklyn FI, LLC57,931$7.82M2.01%+30,06113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…57,740$7.8M0.01%+23,87913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,214$7.73M0.01%new13F-HRTimelineGroup
LYNCH & ASSOCIATES/IN57,057$7.71M1.55%+40813F-HRTimeline
SVB WEALTH LLC57,051$7.7M0.41%new13F-HRTimeline
FORBES J M & CO LLP56,957$7.69M0.7%-1,10113F-HRTimeline
CogentBlue Wealth Advisors, LLC56,500$7.63M5.84%-3,84013F-HRTimeline
Modera Wealth Management, LLC56,469$7.63M0.09%-2,96113F-HRTimeline
Certus Wealth Management, LLC56,299$7.6M4.9%-1,44713F-HRTimeline
Fairvoy Private Wealth, LLC56,090$7.57M1.88%-1,47313F-HRTimeline
Snowden Capital Advisors LLC56,070$7.57M0.22%+9,22313F-HRTimeline
BANK OF HAWAII56,007$7.56M0.4%+13,33013F-HRTimeline
PFG Investments, LLC55,797$7.53M0.44%+6,07613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION55,790$7.53M0.66%-6613F-HRTimeline
A&I FINANCIAL SERVICES, LLC55,319$7.47M4.22%+59513F-HRTimeline
Bradley & Co. Private Wealth Management…55,300$7.47M4.57%-19913F-HRTimeline
Hardy Reed LLC55,005$7.43M0.6%-42413F-HRTimeline
Flagship Private Wealth, LLC54,838$7.41M3.15%+1,50013F-HR/ATimeline
MONECO ADVISORS, LLC54,727$7.39M0.69%-1,39313F-HRTimeline
Independent Solutions Wealth Management…53,055$7.16M1.4%+8413F-HRTimeline
Endowment Wealth Management, Inc.53,048$7.16M3.69%-51513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding52,545$7.1M+4,456Timeline
HMV Wealth Advisors, LLC50,736$6.85M4.49%+14,30013F-HRTimeline
Summit Wealth Partners, LLC50,643$6.84M1.3%-4,27413F-HRTimeline
DAVIDSON INVESTMENT ADVISORS50,605$6.83M0.31%-21113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT50,461$6.81M0.29%-6,60113F-HRTimeline
National Philanthropic Trust50,461$6.81M0.09%-6,60113F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC50,404$6.81M3.59%-54013F-HRTimeline
DKM Wealth Management, Inc.50,155$6.77M5.84%-60513F-HRTimeline
Sage Mountain Advisors LLC50,139$6.77M0.44%+20,86913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\49,790$6.72M0.01%-499,61813F-HRTimelineGroup
Atria Wealth Solutions, Inc.49,638$6.72M0.15%-85,28713F-HRTimeline
HBK Sorce Advisory LLC49,570$6.69M0.18%-16513F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC49,359$6.67M3.43%-33313F-HRTimeline
Matthew Goff Investment Advisor, LLC48,780$6.59M1.22%+19913F-HRTimeline
Avior Wealth Management, LLC48,511$6.55M0.23%-52913F-HRTimeline
Sigma Planning Corp47,874$6.46M0.19%-10,39613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV47,633$6.43M0.44%+97213F-HRTimeline
Foundations Investment Advisors, LLC47,604$6.43M0.1%-15,46013F-HRTimeline
Ironwood Financial, llc52,153$6.36M1.36%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC47,051$6.35M0.06%+19,74313F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /46,513$6.28M2.19%-6,02813F-HRTimeline
Arax Advisory Partners30,857$6.22M0.29%-59413F-HRTimeline
TSFG, LLC45,974$6.21M1.12%-36713F-HRTimeline
First Heartland Consultants, Inc.45,707$6.17M0.55%-43813F-HRTimeline
Tyler-Stone Wealth Management45,689$6.17M0.99%-61013F-HRTimeline
IEQ CAPITAL, LLC45,231$6.11M0.04%+11,47613F-HRTimeline
Hudock, Inc.45,206$6.1M0.98%+2,26013F-HRTimeline
Diversified Portfolios, Inc.44,326$5.99M0.57%+1,92913F-HRTimeline
GeoWealth Management, LLC44,174$5.97M0.23%-2,12213F-HRTimeline
Capital Planning LLC43,974$5.94M1.87%-37013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC43,964$5.94M0.1%013F-HRTimeline
Farther Finance Advisors, LLC43,883$5.93M0.12%+1,60413F-HRTimeline
Apella Capital, LLC43,476$5.9M0.16%-4,61513F-HRTimeline
Vise Technologies, Inc.43,271$5.84M0.24%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC43,152$5.83M0.05%+72913F-HRTimeline
SUTTON PLACE INVESTORS LLC43,045$5.81M3.5%-10713F-HRTimeline
Hassell Wealth Management, LLC41,488$5.76M2.1%+54013F-HRTimeline
Aegis Wealth Management LLC47,167$5.75M3.45%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT42,533$5.74M0.67%-16713F-HRTimeline
FAS Wealth Partners, Inc.42,137$5.69M0.42%+94613F-HRTimeline
Yukon Wealth Management, Inc.41,793$5.64M2.02%+73913F-HRTimeline
LVZ, Inc.41,701$5.63M0.68%+5,48713F-HRTimeline
Investment Advisory Group, LLC41,648$5.62M1.7%+31513F-HRTimeline
LIBRA WEALTH LLC41,492$5.6M1.83%+58913F-HRTimeline
Columbus Macro, LLC41,414$5.59M0.68%-67313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources40,683$5.49M<0.01%+11213F-HRTimelineGroup
Steward Partners Investment Advisory, L…39,801$5.37M0.04%-9,85113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.39,589$5.35M0.02%-3,83513F-HRTimelineGroup
MBA Advisors LLC39,490$5.33M2.46%-75713F-HRTimeline
MA Private Wealth39,396$5.32M0.95%-1,38713F-HRTimeline
Capital Advisors, Ltd. LLC39,218$5.3M0.65%+1,54813F-HRTimeline
Soltis Investment Advisors LLC38,615$5.21M0.41%+1,51913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…38,538$5.2M0.48%+4713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers38,196$5.16M0.01%-3,35013F-HRTimelineGroup
ASPIRIANT, LLC37,939$5.12M0.16%+14,51413F-HRTimeline
Wealth Management Associates, Inc.37,225$5.03M1.96%+93513F-HRTimeline
Abound Wealth Management36,587$4.94M1.4%+17,92613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC36,583$4.94M0.27%+7,90313F-HRTimeline
Cornerstone Wealth Group, LLC36,490$4.93M0.37%-1,81113F-HRTimeline
Allie Family Office LLC36,436$4.92M2.44%+82013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT36,282$4.9M0.11%+16,54013F-HRTimeline
BlackDiamond Wealth Management, LLC36,192$4.89M2.82%-3,17413F-HRTimeline
Western Wealth Management, LLC36,071$4.87M0.29%+1,44213F-HRTimeline
Fonville Wealth Management LLC35,529$4.8M1.21%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC35,500$4.79M2.15%+18,80413F-HRTimeline
NYL Investors LLC35,267$4.76M1.31%+1,27313F-HRTimeline
Keystone Financial Group35,142$4.75M0.43%+39813F-HRTimeline
Legacy Financial Group LLC35,038$4.73M0.66%+3,76213F-HRTimeline
CFS Investment Advisory Services, LLC34,858$4.71M0.39%-60513F-HRTimeline
Sunbelt Securities, Inc.36,303$4.67M0.41%+10,77513F-HRTimeline
Accurate Wealth Management, LLC33,931$4.65M0.71%+27,84413F-HRTimeline
Prospera Financial Services Inc34,210$4.62M0.09%+3,53913F-HRTimeline
DOLIVER ADVISORS, LP34,124$4.61M1.26%-2,34513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…34,050$4.6M0.24%013F-HRTimeline
Wedmont Private Capital33,303$4.55M0.19%+49713F-HRTimeline
LCNB CORP33,650$4.54M1.6%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…33,172$4.48M3.49%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC32,991$4.46M2.39%+6,93813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC32,865$4.44M0.01%013F-HRTimelineGroup
Samalin Investment Counsel, LLC32,574$4.4M1.69%+4,70913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.32,519$4.39M2.08%-8,27513F-HRTimeline
JSF Financial, LLC32,306$4.36M1.04%-1,64213F-HRTimeline