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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,509 managers (1,523 13F filers) reported a position in ITOT shares at 2025-09-30, 334,291,678 shares in all. 99 filers opened a position and 47 filers sold out during the quarter.

Managers
1,509
13F filers
1,523
New
99
Added
527
Reduced
539
Sold out
47
Shares held by filers
334,291,678

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Benchmark Financial Wealth Advisors, LLC124,625$18.2M5.46%-3,99513F-HRTimeline
Wealthspire Retirement, LLC124,305$18.1M1.16%-59113F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management124,149$18.1M0.22%-3,54913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…123,460$18M0.04%+23,63313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…122,872$17.9M0.49%+121,29513F-HRTimelineGroup
BEACON FINANCIAL GROUP121,847$17.7M1.75%-5,49413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC119,209$17.4M1.07%-1,07613F-HRTimeline
OneDigital Investment Advisors LLC119,145$17.4M0.18%-57213F-HRTimeline
Kaufman Rossin Wealth, LLC118,486$17.3M9.45%+11,13213F-HRTimeline
Oakwell Private Wealth Management, LLC115,434$16.8M3.38%-1,44113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BCGM Wealth Management, LLC115,242$16.8M4.37%-63513F-HRTimeline
STEVENS CAPITAL PARTNERS111,729$16.3M4.86%+2,67613F-HRTimeline
NWF Advisory Services Inc.111,103$16.2M1.78%+1,68813F-HRTimeline
Roger Wittlin Investment Advisory, LLC110,922$16.2M8.98%-1,35313F-HRTimeline
GREENLEAF TRUST109,460$15.9M0.14%-3,63713F-HRTimeline
Janney Montgomery Scott LLC109,015$15.9M0.04%+3,43413F-HRTimeline
1900 WEALTH MANAGEMENT LLC107,564$15.7M1.06%-2,85713F-HRTimeline
WBH ADVISORY INC106,457$15.5M1.18%-44213F-HRTimeline
Callan Family Office, LLC104,827$15.3M0.49%+1,48913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC103,139$15M10.92%-2,08913F-HRTimeline
Cornell Pochily Investment Advisors, In…102,727$15M4.47%+8,50913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC102,550$14.9M0.36%+13,35613F-HRTimeline
Kingsview Wealth Management, LLC102,023$14.9M0.23%-1,83313F-HRTimeline
Arkadios Wealth Advisors101,327$14.8M0.36%+71,55813F-HRTimeline
Waverly Advisors, LLC101,167$14.7M0.15%-2,99013F-HRTimeline
Glenview Trust Co99,848$14.5M0.23%+2,68213F-HRTimeline
Farrow Financial, Inc.99,755$14.5M8.43%-2,45913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC99,186$14.4M0.28%-61813F-HRTimeline
MAI Capital Management99,093$14.4M0.09%+4,00513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC98,185$14.3M0.23%-15,19113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV97,258$14.2M5.44%-66213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…97,054$14.1M2.07%+1,07813F-HRTimeline
Family Manage LLC96,928$14.1M1.96%+2,59513F-HRTimeline
JMAC ENTERPRISES LLC96,818$14.1M2.79%+1,01713F-HRTimeline
Smithfield Trust Co96,390$14M0.63%+10,62513F-HRTimeline
MONEYWISE, INC.95,524$13.9M6.29%+4,64013F-HRTimeline
CHOREO, LLC95,518$13.9M0.18%+13813F-HRTimeline
Level Wealth Management LLC95,499$13.9M7.32%-77013F-HRTimeline
McElhenny Sheffield Capital Management,…94,400$13.7M3.26%+7,16213F-HRTimeline
OMNI 360 Wealth, Inc.93,901$13.7M7.67%-3,45113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS93,093$13.6M0.5%-3,06813F-HRTimelineGroup
King Wealth Management Group93,075$13.6M1.7%-2,53613F-HRTimeline
Regent Peak Wealth Advisors LLC92,788$13.5M2.71%13F-HRTimeline
Solano Wealth Investment Advisors LLC92,522$13.5M6.5%-1,31413F-HRTimeline
Spectrum Strategic Capital Management, …91,859$13.4M8.01%-75,45113F-HRTimeline
Crescent Grove Advisors, LLC90,621$13.2M1.26%-38613F-HRTimeline
Asset Dedication, LLC90,188$13.1M0.88%-2,41513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC89,258$13M0.85%+56713F-HRTimeline
Chicago Partners Investment Group LLC85,085$12.8M0.33%-6,57313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…86,433$12.6M0.39%+1,94213F-HRTimelineGroup
Clearstead Advisors, LLC86,139$12.5M0.18%-1,35813F-HRTimeline
Ashton Thomas Private Wealth, LLC83,476$12.2M0.32%-5,61413F-HRTimeline
Merit Financial Group, LLC82,787$12.1M0.11%+80913F-HR/ATimeline
Argent Trust Co82,597$12M0.43%-8913F-HRTimeline
Sanctuary Advisors, LLC81,772$11.9M0.07%-3,30813F-HR/ATimeline
SATOVSKY ASSET MANAGEMENT LLC81,345$11.8M2.36%-14313F-HRTimeline
Rollins Financial Advisors, LLC80,535$11.7M1.78%-12013F-HRTimeline
Fulcrum Equity Management79,152$11.5M11.68%-1,25813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC78,334$11.4M0.07%+77113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding76,536$11.1M+8,197Timeline
Single Point Partners, LLC76,472$11.1M2.26%-60313F-HRTimeline
Private Wealth Asset Management, LLC75,803$11M1.3%+37913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…73,854$10.8M0.23%+1313F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK72,665$10.6M1.36%-1,01213F-HRTimelineGroup
IEQ CAPITAL, LLC72,562$10.6M0.03%+27,33113F-HRTimeline
Global Retirement Partners, LLC71,522$10.4M0.23%+3,59413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC71,117$10.4M0.25%-1,59113F-HRTimelineGroup
Roble, Belko & Company, Inc70,153$10.2M1.39%+51413F-HRTimeline
Sequoia Financial Advisors, LLC69,317$10.1M0.06%-22713F-HRTimeline
Vise Technologies, Inc.68,756$10M0.37%+25,48513F-HRTimeline
CENTRAL TRUST Co68,602$9.99M0.21%+1,79513F-HRTimeline
Prasad Wealth Partners, LLC67,684$9.86M2.75%-31,44113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/67,476$9.83M0.01%-16,56613F-HRTimelineGroup
KFA Private Wealth Group, LLC67,030$9.76M2.79%+313F-HRTimeline
ETF Portfolio Partners, Inc.67,021$9.76M2.6%-4,55913F-HRTimeline
GREENWOOD GEARHART LLC66,938$9.75M0.56%-1,60913F-HRTimeline
Investors Research Corp66,915$9.75M1.8%-1,20013F-HRTimeline
HMV Wealth Advisors, LLC66,491$9.68M5.33%+15,75513F-HRTimeline
Grove Bank & Trust65,906$9.6M1.12%-18313F-HRTimeline
MorganRosel Wealth Management, LLC65,201$9.5M2.46%+1,35713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT64,381$9.38M0.56%-4013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.63,993$9.32M0.18%+69413F-HRTimeline
Towercrest Capital Management63,823$9.3M1.49%+4,18013F-HRTimeline
DDFG, Inc63,723$9.28M2.14%-51,10013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC62,272$9.07M5.17%-81113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC61,339$8.93M0.7%-48013F-HRTimeline
Brooklyn FI, LLC60,931$8.87M1.99%+3,00013F-HRTimeline
Element Wealth, LLC60,903$8.87M3.87%+50313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…60,850$8.86M0.01%+3,11013F-HRTimelineGroup
Strategic Blueprint, LLC60,788$8.85M0.39%+33,37013F-HRTimeline
Summit Trail Advisors, LLC60,736$8.85M0.12%-2,69613F-HRTimeline
Well Done, LLC60,716$8.84M1.51%+39813F-HRTimeline
Monument Capital Management60,512$8.81M2.2%-84113F-HRTimeline
Turtle Creek Wealth Advisors, LLC60,328$8.79M0.78%-2,93713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…60,220$8.77M0.57%-58113F-HRTimeline
PFG Investments, LLC60,080$8.75M0.45%+4,28313F-HRTimeline
CogentBlue Wealth Advisors, LLC59,528$8.67M5.91%+3,02813F-HRTimeline
Donor Advised Charitable Giving, Inc.59,429$8.66M0.17%+16913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC58,838$8.57M0.03%-8113F-HRTimelineGroup
Avalon Advisory Group58,427$8.51M3.45%-6313F-HRTimeline
A&I FINANCIAL SERVICES, LLC57,345$8.38M4.09%+2,02613F-HRTimeline
FORBES J M & CO LLP56,952$8.3M0.69%-513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/56,950$8.29M<0.01%-5,50013F-HRTimelineGroup
Flagship Private Wealth, LLC56,802$8.27M3.32%+1,96413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC56,731$8.26M0.84%-4,73913F-HRTimeline
Modera Wealth Management, LLC56,587$8.24M0.1%+11813F-HRTimeline
LYNCH & ASSOCIATES/IN56,504$8.23M1.59%-55313F-HRTimeline
Sage Mountain Advisors LLC56,367$8.21M0.47%+6,22813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION55,685$8.11M0.69%-10513F-HRTimeline
Certus Wealth Management, LLC55,420$8.07M4.83%-87913F-HRTimeline
Farther Finance Advisors, LLC55,376$8.07M0.12%+11,49313F-HRTimeline
Fairvoy Private Wealth, LLC55,005$8.01M1.82%-1,08513F-HRTimeline
Hardy Reed LLC54,996$8.01M0.59%-913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.54,827$7.99M0.35%-26,75213F-HRTimelineGroup
Endowment Wealth Management, Inc.54,806$7.98M3.62%+1,75813F-HRTimeline
Bradley & Co. Private Wealth Management…54,780$7.98M4.42%-52013F-HRTimeline
Snowden Capital Advisors LLC54,729$7.97M0.22%-1,34113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC54,649$7.96M2.08%-23,15713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC54,532$7.94M1.79%+40,01313F-HRTimeline
MONECO ADVISORS, LLC53,667$7.82M0.65%-1,06013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding52,661$7.67M+116Timeline
Independent Solutions Wealth Management…52,357$7.63M1.35%-69813F-HRTimeline
Ironwood Financial, llc52,254$7.61M1.35%+10113F-HRTimeline
SVB WEALTH LLC51,849$7.55M0.41%-5,20213F-HRTimeline
HBK Sorce Advisory LLC51,514$7.51M0.19%+1,94413F-HR/ATimeline
Amplius Wealth Advisors, LLC51,395$7.49M0.65%-13,37613F-HRTimeline
Legacy Private Trust Co.51,294$7.47M0.45%-7,29313F-HRTimeline
Summit Wealth Partners, LLC51,022$7.43M1.34%+37913F-HRTimeline
Mosaic Advisors LLC50,527$7.36M17.83%+45,75513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50,200$7.31M0.01%+41013F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS50,196$7.31M0.31%-40913F-HRTimeline
LVZ, Inc.49,915$7.27M0.83%+8,21413F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC49,697$7.24M3.27%-70713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV49,529$7.21M0.45%+1,89613F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC49,359$7.19M3.47%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO49,357$7.19M0.11%-19,29713F-HRTimeline
DKM Wealth Management, Inc.49,341$7.19M5.77%-81413F-HRTimeline
Matthew Goff Investment Advisor, LLC48,813$7.11M1.22%+3313F-HRTimeline
Avior Wealth Management, LLC48,206$7.02M0.23%-30513F-HRTimeline
Sigma Planning Corp48,023$6.99M0.2%+14913F-HRTimeline
Foundations Investment Advisors, LLC47,425$6.91M0.1%-17913F-HRTimeline
Aegis Wealth Management LLC47,167$6.87M3.68%013F-HRTimeline
BANK OF HAWAII47,145$6.87M0.34%-8,86213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT46,111$6.72M0.24%-4,35013F-HRTimeline
National Philanthropic Trust46,008$6.7M0.07%-4,45313F-HRTimeline
First Heartland Consultants, Inc.45,440$6.62M0.53%-26713F-HRTimeline
Capital Planning LLC45,040$6.56M1.91%+1,06613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC44,834$6.53M0.05%-2,21713F-HRTimelineGroup
TSFG, LLC44,199$6.44M1.02%-1,77513F-HRTimeline
Hudock, Inc.44,084$6.42M0.98%-1,12213F-HRTimeline
Diversified Portfolios, Inc.44,084$6.42M0.57%-24213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC43,899$6.39M0.1%-6513F-HRTimeline
CLARIS ADVISORS, LLC / MO /47,277$6.38M2.22%+76413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC43,192$6.29M0.05%+4013F-HRTimeline
Apella Capital, LLC43,486$6.29M0.14%+1013F-HRTimeline
SUTTON PLACE INVESTORS LLC43,121$6.28M3.58%+7613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources42,828$6.24M<0.01%+2,14513F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT42,541$6.2M0.7%+813F-HRTimeline
Dakota Wealth Management42,440$6.18M0.12%+10,36013F-HR/ATimeline
Investment Advisory Group, LLC42,140$6.14M1.67%+49213F-HRTimeline
Yukon Wealth Management, Inc.41,912$6.1M2%+11913F-HRTimeline
Hassell Wealth Management, LLC41,766$6.08M2.11%+27813F-HRTimeline
GeoWealth Management, LLC41,725$6.08M0.22%-2,44913F-HRTimeline
LIBRA WEALTH LLC41,588$6.06M1.82%+9613F-HRTimeline
FAS Wealth Partners, Inc.41,467$6.04M0.41%-67013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.41,431$6.03M1.87%+8,91213F-HRTimeline
Sunbelt Securities, Inc.40,477$5.9M0.41%+4,17413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC40,228$5.86M0.06%-108,18313F-HRTimeline
Capital Advisors, Ltd. LLC40,148$5.85M0.66%+93013F-HRTimeline
Steward Partners Investment Advisory, L…40,126$5.84M0.03%+32513F-HRTimeline
Columbus Macro, LLC39,954$5.82M0.66%-1,46013F-HRTimeline
MA Private Wealth39,124$5.7M0.96%-27213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers39,122$5.7M0.01%+92613F-HRTimelineGroup
MBA Advisors LLC39,053$5.69M2.43%-43713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp39,024$5.68M0.02%+17,36413F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC38,998$5.68M2.4%+3,49813F-HRTimeline
Soltis Investment Advisors LLC38,684$5.63M0.39%+6913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…38,538$5.61M0.49%013F-HRTimelineGroup
Wealth Management Associates, Inc.38,511$5.61M1.99%+1,28613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.38,419$5.6M0.02%-1,17013F-HRTimelineGroup
ASPIRIANT, LLC37,939$5.53M0.17%013F-HRTimeline
Keystone Financial Group37,276$5.44M0.42%+2,13413F-HR/ATimeline
SIGMA INVESTMENT COUNSELORS INC37,050$5.4M0.28%+46713F-HRTimeline
Texas Capital Bank Wealth Management Se…36,996$5.39M0.44%+15,24313F-HRTimeline
HARBOUR INVESTMENTS, INC.36,823$5.36M0.12%+22,06713F-HRTimeline
Abound Wealth Management36,803$5.36M1.34%+21613F-HRTimeline
SPC Financial, Inc.36,778$5.36M0.42%+33,00513F-HRTimeline
Western Wealth Management, LLC36,064$5.25M0.28%-713F-HRTimeline
Cornerstone Wealth Group, LLC35,684$5.2M0.35%-80613F-HRTimeline
BlackDiamond Wealth Management, LLC35,577$5.18M2.83%-61513F-HRTimeline
Fonville Wealth Management LLC35,529$5.17M1.16%013F-HRTimeline
VestGen Advisors, LLC35,518$5.17M0.17%+3,34713F-HRTimeline
NYL Investors LLC35,306$5.14M1.69%+3913F-HRTimeline
CFS Investment Advisory Services, LLC34,614$5.13M0.38%-24413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT35,168$5.12M0.1%-1,11413F-HRTimeline
Accurate Wealth Management, LLC35,086$5.09M0.68%+1,15513F-HRTimeline
Allie Family Office LLC34,851$5.08M2.41%-1,58513F-HRTimeline
Prospera Financial Services Inc34,835$5.08M0.09%+62513F-HRTimeline
Legacy Financial Group LLC34,577$5.04M0.66%-46113F-HRTimeline
DOLIVER ADVISORS, LP34,070$4.96M1.28%-5413F-HRTimeline