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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,635 managers (1,650 13F filers) reported a position in ITOT shares at 2025-12-31, 341,287,389 shares in all. 92 filers opened a position and 63 filers sold out during the quarter.

Managers
1,635
13F filers
1,650
New
92
Added
553
Reduced
545
Sold out
63
Shares held by filers
341,287,389

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Wealthspire Retirement, LLC123,190$18.3M1.11%-1,11513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC122,276$18.2M5.22%-2,34913F-HRTimeline
Litman Gregory Wealth Management LLC122,226$18.2M1.33%-3,45013F-HRTimeline
Heritage Financial Services, LLC122,164$18.2M1.52%-9,21013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management121,828$18.1M0.21%-2,32113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…120,608$18M0.03%-2,85213F-HRTimelineGroup
Tortoise Investment Management, LLC119,211$17.7M1.56%-9,04213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC117,740$17.5M1.04%-1,46913F-HRTimeline
OneDigital Investment Advisors LLC117,690$17.5M0.17%-1,45513F-HRTimeline
BEACON FINANCIAL GROUP117,081$17.4M1.73%-4,76613F-HRTimeline
Oakwell Private Wealth Management, LLC115,288$17.1M3.2%-14613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STEVENS CAPITAL PARTNERS113,989$16.9M4.44%+2,26013F-HRTimeline
BCGM Wealth Management, LLC112,499$16.7M4.27%-2,74313F-HRTimeline
Farther Finance Advisors, LLC112,126$16.7M0.18%+56,75013F-HRTimeline
NWF Advisory Services Inc.109,403$16.3M1.8%-1,70013F-HRTimeline
Cornell Pochily Investment Advisors, In…109,232$16.2M4.71%+6,50513F-HRTimeline
SJBENEN ADVISORY, LLC109,033$16.2M16.71%13F-HRTimeline
GREENLEAF TRUST108,341$16.1M0.15%-1,11913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …107,656$16M0.04%-30,00713F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC106,401$15.8M1.01%-1,16313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC106,243$15.8M0.35%+3,69313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC105,103$15.6M10.68%+1,96413F-HRTimeline
WBH ADVISORY INC104,952$15.6M1.16%-1,50513F-HRTimeline
Waverly Advisors, LLC104,126$15.5M0.13%+2,95913F-HRTimeline
Merit Financial Group, LLC103,949$15.5M0.12%+21,16213F-HRTimeline
Steward Partners Investment Advisory, L…103,484$15.4M0.08%+63,35813F-HRTimeline
Kingsview Wealth Management, LLC103,350$15.4M0.22%+1,32713F-HRTimeline
Callan Family Office, LLC103,148$15.3M0.33%-1,67913F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV102,670$15.3M5.85%+5,41213F-HRTimeline
Smithfield Trust Co102,135$15.2M0.67%+5,74513F-HRTimeline
MAI Capital Management100,634$15M0.09%+1,54113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC99,887$14.9M0.27%+70113F-HRTimeline
OMNI 360 Wealth, Inc.97,571$14.8M7.55%+3,67013F-HRTimeline
JMAC ENTERPRISES LLC98,089$14.6M2.79%+1,27113F-HRTimeline
Family Manage LLC98,014$14.6M1.84%+1,08613F-HRTimeline
Glenview Trust Co97,856$14.6M0.22%-1,99213F-HRTimeline
Evansbrook LLC97,800$14.5M9.73%13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…97,415$14.5M2.09%+36113F-HRTimeline
McElhenny Sheffield Capital Management,…97,395$14.5M3.52%+2,99513F-HRTimeline
Arkadios Wealth Advisors96,032$14.3M0.28%-5,29513F-HRTimeline
Wealthspire Advisors, LLC95,313$14.2M0.11%-87,87713F-HRTimeline
Spectrum Strategic Capital Management, …94,222$14M7.45%+2,36313F-HRTimeline
Roger Wittlin Investment Advisory, LLC94,193$14M9.79%-16,72913F-HRTimeline
KFA Private Wealth Group, LLC93,646$13.9M3.39%+26,61613F-HRTimeline
CHOREO, LLC92,842$13.9M0.18%-2,67613F-HRTimeline
Farrow Financial, Inc.93,495$13.9M7.99%-6,26013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC92,097$13.7M0.86%+2,83913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS92,075$13.7M0.52%-1,01813F-HRTimelineGroup
King Wealth Management Group91,926$13.7M1.65%-1,14913F-HRTimeline
Solano Wealth Investment Advisors LLC91,529$13.6M6.74%-99313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC91,509$13.6M0.21%-6,67613F-HRTimeline
Chicago Partners Investment Group LLC90,062$13.6M0.34%+4,97713F-HRTimeline
Regent Peak Wealth Advisors LLC91,226$13.6M2.67%-1,56213F-HRTimeline
Ashton Thomas Private Wealth, LLC88,539$13.2M0.32%+5,06313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC88,506$13.2M2.77%+33,85713F-HRTimeline
HMV Wealth Advisors, LLC88,161$13.1M6.56%+21,67013F-HRTimeline
GuidedMoney, LLC87,629$13M6.96%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding87,579$13M+11,043Timeline
Asset Dedication, LLC87,342$13M0.85%-2,84613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC86,800$12.9M0.02%+78,00013F-HRTimeline
Endowment Wealth Management, Inc.84,528$12.6M5.78%+29,72213F-HRTimeline
Sanctuary Advisors, LLC84,001$12.5M0.07%+2,22913F-HRTimeline
Crescent Grove Advisors, LLC83,924$12.5M1.19%-6,69713F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…83,341$12.4M9.88%13F-HRTimeline
Clear Retirement Advice LLC82,006$12.3M9.56%13F-HRTimeline
Argent Trust Co82,662$12.3M0.42%+6513F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC81,411$12.1M2.35%+6613F-HRTimeline
Level Wealth Management LLC80,671$12M6.13%-14,82813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…80,019$11.9M0.35%-6,41413F-HRTimelineGroup
Clearstead Advisors, LLC79,415$11.8M0.15%-6,72413F-HRTimeline
TUDOR INVESTMENT CORP ET AL78,605$11.7M0.06%+52,32613F-HRTimeline
Kovack Advisors, Inc.78,429$11.7M0.55%+71,09613F-HR/ATimeline
Rollins Financial Advisors, LLC78,048$11.6M1.7%-2,48713F-HRTimeline
Fulcrum Equity Management77,685$11.6M11.05%-1,46713F-HRTimeline
Single Point Partners, LLC76,056$11.3M2.24%-41613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC75,706$11.3M0.27%+4,58913F-HRTimelineGroup
Global Retirement Partners, LLC75,540$11.2M0.2%+4,01813F-HRTimeline
HBE Wealth Management, LLC75,391$11.2M10.55%13F-HRTimeline
Private Wealth Asset Management, LLC75,243$11.2M1.22%-56013F-HRTimeline
Sequoia Financial Advisors, LLC74,339$11.1M0.06%+5,02213F-HRTimeline
Brooklyn FI, LLC73,873$11M2.35%+12,94213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/73,699$11M<0.01%+16,74913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…73,365$10.9M0.22%-48913F-HRTimelineGroup
IEQ CAPITAL, LLC71,920$10.7M0.03%-64213F-HRTimeline
MONEYWISE, INC.71,894$10.7M4.45%-23,63013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK71,645$10.7M1.42%-1,02013F-HRTimelineGroup
BBR PARTNERS, LLC71,285$10.6M0.57%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC70,144$10.4M0.06%-8,19013F-HRTimeline
ETF Portfolio Partners, Inc.69,294$10.3M2.66%+2,27313F-HRTimeline
Roble, Belko & Company, Inc69,007$10.3M1.34%-1,14613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…68,715$10.2M0.01%+7,86513F-HRTimelineGroup
Cadia Private Client LLC67,393$10M7.95%13F-HRTimeline
PFG Investments, LLC67,347$10M0.47%+7,26713F-HRTimeline
Prasad Wealth Partners, LLC67,017$9.96M2.66%-66713F-HRTimeline
Grove Bank & Trust65,862$9.79M1.1%-4413F-HRTimeline
CENTRAL TRUST Co65,587$9.75M0.19%-3,01513F-HRTimeline
Investors Research Corp65,424$9.73M1.78%-1,49113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT64,422$9.58M0.55%+4113F-HRTimelineGroup
Towercrest Capital Management63,972$9.51M1.5%+14913F-HRTimeline
Edge Financial Advisors LLC63,572$9.45M3.98%-122,10913F-HRTimeline
Element Wealth, LLC62,277$9.26M3.83%+1,37413F-HRTimeline
MorganRosel Wealth Management, LLC62,034$9.22M2.31%-3,16713F-HRTimeline
DDFG, Inc61,235$9.11M1.99%-2,48813F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC61,198$9.1M4.99%-1,07413F-HRTimeline
Well Done, LLC60,819$9.04M1.35%+10313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC60,567$9.01M0.67%-77213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…60,239$8.96M0.57%+1913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC59,711$8.88M0.03%+87313F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC59,665$8.87M4.21%+2,32013F-HRTimeline
Monument Capital Management59,591$8.86M2.2%-92113F-HRTimeline
Turtle Creek Wealth Advisors, LLC59,590$8.86M0.7%-73813F-HRTimeline
CogentBlue Wealth Advisors, LLC59,581$8.86M6.04%+5313F-HRTimeline
Donor Advised Charitable Giving, Inc.59,298$8.82M0.2%-13113F-HRTimeline
71 West Capital Partners59,086$8.79M0.4%13F-HRTimeline
Summit Trail Advisors, LLC58,119$8.64M0.15%-2,61713F-HRTimeline
Sage Mountain Advisors LLC57,671$8.58M0.45%+1,30413F-HRTimeline
Rede Wealth, LLC57,642$8.57M2.98%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\57,041$8.48M0.01%+6,84113F-HRTimelineGroup
LYNCH & ASSOCIATES/IN56,855$8.45M1.6%+35113F-HRTimeline
Flagship Private Wealth, LLC56,163$8.35M3.28%-63913F-HRTimeline
FORBES J M & CO LLP56,115$8.34M0.68%-83713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION55,800$8.3M0.68%+11513F-HRTimeline
Arax Advisory Partners55,495$8.25M0.24%new13F-HRTimeline
Hardy Reed LLC54,858$8.16M0.58%-13813F-HRTimeline
Bradley & Co. Private Wealth Management…54,780$8.15M4.37%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC54,560$8.11M0.81%-2,17113F-HRTimeline
Modera Wealth Management, LLC54,452$8.1M0.09%-2,13513F-HRTimeline
MONECO ADVISORS, LLC53,978$8.03M0.64%+31113F-HRTimeline
BIP Wealth, LLC53,521$7.96M0.28%+37,94713F-HRTimeline
Fairvoy Private Wealth, LLC52,981$7.88M1.76%-2,02413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT52,959$7.87M0.27%+6,84813F-HRTimeline
National Philanthropic Trust52,856$7.86M0.08%+6,84813F-HRTimeline
Summit Wealth Partners, LLC52,809$7.85M1.45%+1,78713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.52,770$7.85M0.34%-2,05713F-HRTimelineGroup
Ironwood Financial, llc51,092$7.77M1.32%-1,16213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding52,162$7.76M-499Timeline
Snowden Capital Advisors LLC51,723$7.69M0.2%-3,00613F-HRTimeline
GREENWOOD GEARHART LLC51,537$7.66M0.42%-15,40113F-HRTimeline
Avalon Advisory Group51,265$7.62M3.11%-7,16213F-HRTimeline
Legacy Private Trust Co.50,533$7.51M0.44%-76113F-HRTimeline
Mosaic Advisors LLC50,527$7.51M14.49%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV50,500$7.51M0.4%+97113F-HRTimeline
DAVIDSON INVESTMENT ADVISORS50,277$7.48M0.31%+8113F-HRTimeline
Independent Solutions Wealth Management…49,603$7.38M1.36%-2,75413F-HRTimeline
Amplius Wealth Advisors, LLC49,313$7.33M0.62%-2,08213F-HRTimeline
CLARIS ADVISORS, LLC / MO /49,251$7.32M2.23%+1,97413F-HRTimeline
Wedmont Private Capital48,351$7.29M0.25%+14,91813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC48,756$7.25M3.29%-60313F-HRTimeline
HBK Sorce Advisory LLC47,907$7.24M0.17%-3,60713F-HRTimeline
DKM Wealth Management, Inc.48,569$7.22M5.39%-77213F-HRTimeline
Avior Wealth Management, LLC48,378$7.19M0.22%+17213F-HRTimeline
LVZ, Inc.47,360$7.04M0.79%-2,55513F-HR/ATimeline
Sigma Planning Corp47,227$7.03M0.19%-79613F-HRTimeline
Aegis Wealth Management LLC47,167$7.01M3.96%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC46,801$6.96M0.06%+1,96713F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC45,554$6.77M1.2%-3,25913F-HRTimeline
Foundations Investment Advisors, LLC45,268$6.73M0.09%-2,15713F-HRTimeline
BANK OF HAWAII45,065$6.7M0.33%-2,08013F-HRTimeline
Diversified Portfolios, Inc.44,625$6.64M0.55%+54113F-HRTimeline
First Heartland Consultants, Inc.44,571$6.63M0.5%-86913F-HRTimeline
Capital Planning LLC44,359$6.62M1.85%-68113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC43,899$6.53M0.1%013F-HRTimeline
TSFG, LLC43,426$6.46M0.96%-77313F-HRTimeline
Apella Capital, LLC43,414$6.46M0.13%-7213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC43,173$6.42M0.05%-1913F-HRTimeline
Hudock, Inc.43,170$6.42M0.95%-91413F-HRTimeline
SUTTON PLACE INVESTORS LLC43,071$6.4M3.52%-5013F-HRTimeline
Hassell Wealth Management, LLC42,034$6.37M2.13%+26813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources42,839$6.37M<0.01%+1113F-HRTimelineGroup
Dakota Wealth Management42,795$6.36M0.11%+35513F-HR/ATimeline
Investment Advisory Group, LLC42,650$6.34M1.63%+51013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT42,355$6.3M0.69%-18613F-HRTimeline
LIBRA WEALTH LLC41,554$6.18M1.73%-3413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT41,336$6.15M0.11%+6,16813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO41,061$6.11M0.09%-8,29613F-HRTimeline
FAS Wealth Partners, Inc.40,990$6.09M0.39%-47713F-HRTimeline
GeoWealth Management, LLC40,957$6.09M0.22%-76813F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC40,821$6.07M3.29%-8,87613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC40,530$6.03M0.05%+30213F-HRTimeline
ASPIRIANT, LLC40,235$5.98M0.17%+2,29613F-HRTimeline
Texas Capital Bank Wealth Management Se…40,094$5.96M0.34%+3,09813F-HRTimeline
BlackDiamond Wealth Management, LLC38,686$5.88M2.86%+3,10913F-HRTimeline
Sunbelt Securities, Inc.39,363$5.85M0.39%-1,11413F-HRTimeline
Capital Advisors, Ltd. LLC39,254$5.84M0.66%-89413F-HRTimeline
Bleakley Financial Group, LLC39,236$5.83M0.1%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers39,200$5.83M0.01%+7813F-HRTimelineGroup
Columbus Macro, LLC38,976$5.8M0.63%-97813F-HRTimeline
Yukon Wealth Management, Inc.38,603$5.79M3.33%-3,30913F-HRTimeline
MBA Advisors LLC38,913$5.79M2.33%-14013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT38,764$5.76M1.09%+12,87613F-HRTimeline
Wealth Management Associates, Inc.38,428$5.71M1.99%-8313F-HRTimeline
HARBOUR INVESTMENTS, INC.38,344$5.7M0.12%+1,52113F-HRTimeline
Prospera Financial Services Inc38,034$5.66M0.09%+3,19913F-HRTimeline
Abound Wealth Management37,915$5.64M1.32%+1,11213F-HRTimeline
Glen Eagle Advisors, LLC37,881$5.63M0.77%+4,72213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.37,651$5.6M1.6%-3,78013F-HRTimeline
VestGen Advisors, LLC37,555$5.58M0.24%+2,03713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC37,492$5.57M0.28%+44213F-HRTimeline
AlphaCore Capital LLC37,358$5.55M0.12%+34,66913F-HRTimeline
Soltis Investment Advisors LLC37,104$5.52M0.36%-1,58013F-HR/ATimeline