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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,612 managers (1,631 13F filers) reported a position in ITOT shares at 2026-03-31, 361,645,579 shares in all. 91 filers opened a position and 103 filers sold out during the quarter.

Managers
1,612
13F filers
1,631
New
91
Added
619
Reduced
535
Sold out
103
Shares held by filers
361,645,579

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cornell Pochily Investment Advisors, In…121,740$17.3M5.09%+12,50813F-HRTimeline
IFP Advisors, Inc120,211$17.1M0.36%-31,11613F-HRTimeline
Steward Partners Investment Advisory, L…119,934$17.1M0.09%+16,45013F-HRTimeline
MAI Capital Management119,780$17.1M0.1%+19,14613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC119,568$17M1.02%+1,82813F-HRTimeline
Benchmark Financial Wealth Advisors, LLC119,553$17M4.72%-2,72313F-HRTimeline
Oakwell Private Wealth Management, LLC115,357$16.4M2.93%+6913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tortoise Investment Management, LLC115,343$16.4M1.36%-3,86813F-HRTimeline
Cynosure Group, LLC114,266$16.3M2.03%-10,33113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …113,011$16.1M0.04%+5,35513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC112,955$16.1M0.36%+6,71213F-HR/ATimeline
NWF Advisory Services Inc.111,291$15.9M1.79%+1,88813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management111,020$15.8M0.18%-10,80813F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC109,360$15.6M9.83%+4,25713F-HRTimeline
Waverly Advisors, LLC107,964$15.4M0.12%+3,83813F-HRTimeline
GREENLEAF TRUST107,910$15.4M0.15%-43113F-HRTimeline
Callan Family Office, LLC106,903$15.2M0.35%+3,75513F-HRTimeline
Chicago Partners Investment Group LLC96,599$15.1M0.34%+6,53713F-HRTimeline
BBR PARTNERS, LLC105,013$15M0.83%+33,72813F-HRTimeline
OMNI 360 Wealth, Inc.104,901$14.9M7.71%+7,33013F-HRTimeline
Kaydan Wealth Management, Inc.103,145$14.7M4.91%-99,01213F-HRTimeline
TUDOR INVESTMENT CORP ET AL102,589$14.6M0.08%+23,98413F-HRTimeline
WBH ADVISORY INC101,638$14.6M1.09%-3,31413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC102,307$14.6M0.02%-28,86513F-HRTimelineGroup
Smithfield Trust Co102,314$14.6M0.63%+17913F-HRTimeline
Family Manage LLC101,495$14.5M1.73%+3,48113F-HRTimeline
Merit Financial Group, LLC101,261$14.4M0.11%-2,68813F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…100,274$14.3M2.07%+2,85913F-HRTimeline
Evansbrook LLC99,903$14.2M9.5%+2,10313F-HRTimeline
JMAC ENTERPRISES LLC99,776$14.2M2.72%+1,68713F-HRTimeline
Aptus Capital Advisors, LLC98,286$14M0.12%-88,67113F-HRTimeline
HMV Wealth Advisors, LLC97,764$13.9M6.54%+9,60313F-HRTimeline
Glenview Trust Co97,742$13.9M0.22%-11413F-HRTimeline
Kingsview Wealth Management, LLC95,438$13.6M0.19%-7,91213F-HRTimeline
1900 WEALTH MANAGEMENT LLC95,397$13.6M0.87%-11,00413F-HRTimeline
KFA Private Wealth Group, LLC94,111$13.4M3.22%+46513F-HRTimeline
Wealthspire Advisors, LLC94,090$13.4M0.11%-1,22313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV93,985$13.4M5.84%-8,68513F-HRTimeline
CHOREO, LLC93,949$13.4M0.16%+1,10713F-HRTimeline
Single Point Partners, LLC2,232,613$13.2M2.62%+2,156,55713F-HRTimeline
Farrow Financial, Inc.92,304$13.1M7.47%-1,19113F-HRTimeline
Arkadios Wealth Advisors92,014$13.1M0.22%-4,01813F-HRTimeline
Roger Wittlin Investment Advisory, LLC91,479$13M10.66%-2,71413F-HRTimeline
Spectrum Strategic Capital Management, …91,263$13M7%-2,95913F-HRTimeline
Solano Wealth Investment Advisors LLC90,961$13M6.46%-56813F-HRTimeline
King Wealth Management Group90,275$12.9M1.61%-1,65113F-HRTimeline
Endowment Wealth Management, Inc.88,889$12.7M5.6%+4,36113F-HRTimeline
GuidedMoney, LLC87,940$12.5M6.58%+31113F-HRTimeline
Sanctuary Advisors, LLC87,194$12.4M0.07%+3,19313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC87,166$12.4M0.55%+70,16013F-HRTimeline
Ashton Thomas Private Wealth, LLC86,958$12.4M0.29%-1,58113F-HRTimeline
Robertson Stephens Wealth Management, L…85,631$12.2M0.34%-42,81913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC84,641$12.1M0.18%-6,86813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS84,206$12M0.48%-7,86913F-HRTimelineGroup
Clear Retirement Advice LLC83,503$11.9M9.34%+1,49713F-HRTimeline
Regent Peak Wealth Advisors LLC83,436$11.9M2.42%-7,79013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC83,378$11.9M0.75%-8,71913F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…83,341$11.9M9.27%013F-HRTimeline
Argent Trust Co82,662$11.8M0.4%013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding82,659$11.8M+10,846Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC81,578$11.6M0.27%+5,87213F-HRTimelineGroup
Level Wealth Management LLC81,158$11.6M5.42%+48713F-HRTimeline
Crescent Grove Advisors, LLC80,823$11.5M1.14%-3,10113F-HRTimeline
Clearstead Advisors, LLC80,606$11.5M0.1%+1,19113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…80,378$11.4M0.02%-40,23013F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC80,160$11.4M2.02%-1,25113F-HRTimeline
Sage Mountain Advisors LLC79,649$11.3M0.79%+21,97813F-HRTimeline
HBE Wealth Management, LLC78,576$11.2M9.76%+3,18513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…78,422$11.2M0.34%-1,59713F-HRTimelineGroup
Private Wealth Asset Management, LLC76,851$10.9M1.17%+1,60813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC76,549$10.9M0.05%+6,40513F-HRTimeline
Brooklyn FI, LLC76,056$10.8M2.28%+2,18313F-HRTimeline
Rollins Financial Advisors, LLC75,939$10.8M1.71%-2,10913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT75,434$10.7M0.63%+11,01213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…75,414$10.7M0.22%+2,04913F-HRTimelineGroup
Fulcrum Equity Management74,708$10.6M10.36%-2,97713F-HRTimeline
Sequoia Financial Advisors, LLC74,447$10.6M0.06%+10813F-HRTimeline
IEQ CAPITAL, LLC71,901$10.2M0.05%-1913F-HRTimeline
PFG Investments, LLC71,698$10.2M0.48%+4,35113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK71,645$10.2M1.43%013F-HRTimelineGroup
Kovack Advisors, Inc.70,842$10.1M0.54%-7,58713F-HRTimeline
ETF Portfolio Partners, Inc.70,766$10.1M2.65%+1,47213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC67,510$10M0.9%+43,76613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC69,753$9.93M0.99%+15,19313F-HRTimeline
Roble, Belko & Company, Inc68,365$9.74M1.24%-64213F-HRTimeline
Prasad Wealth Partners, LLC68,229$9.72M2.65%+1,21213F-HRTimeline
71 West Capital Partners68,023$9.69M0.43%+8,93713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/66,900$9.53M<0.01%-6,79913F-HRTimelineGroup
Towercrest Capital Management65,773$9.37M1.46%+1,80113F-HRTimeline
Grove Bank & Trust65,565$9.34M1.06%-29713F-HRTimeline
Element Wealth, LLC64,729$9.22M3.82%+2,45213F-HRTimeline
Cadia Private Client LLC62,905$8.96M7.27%-4,48813F-HRTimeline
CogentBlue Wealth Advisors, LLC62,323$8.88M5.97%+2,74213F-HRTimeline
Well Done, LLC61,998$8.83M1.3%+1,17913F-HRTimeline
SJBENEN ADVISORY, LLC61,481$8.76M7.31%-47,55213F-HRTimeline
CENTRAL TRUST Co61,356$8.74M0.17%-4,23113F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC60,509$8.62M4.69%-68913F-HRTimeline
Investors Research Corp60,472$8.61M1.65%-4,95213F-HRTimeline
Rede Wealth, LLC60,471$8.61M3.1%+2,82913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC60,471$8.61M0.63%-9613F-HRTimeline
DDFG, Inc60,311$8.59M1.85%-92413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…60,221$8.58M<0.01%-8,49413F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC59,590$8.49M0.64%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…58,988$8.4M0.54%-1,25113F-HRTimeline
Monument Capital Management58,982$8.4M2.1%-60913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.58,826$8.38M0.45%+6,05613F-HRTimelineGroup
MONEYWISE, INC.58,693$8.36M3.65%-13,20113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC58,182$8.29M1.63%-30,32413F-HRTimeline
LYNCH & ASSOCIATES/IN57,884$8.24M1.55%+1,02913F-HRTimeline
BIP Wealth, LLC57,652$8.21M0.33%+4,13113F-HRTimeline
Flagship Private Wealth, LLC57,130$8.14M3.3%+96713F-HRTimeline
Apella Capital, LLC52,132$8.11M0.12%+8,71813F-HRTimeline
FORBES J M & CO LLP56,510$8.05M0.68%+39513F-HRTimeline
Donor Advised Charitable Giving, Inc.56,012$7.98M0.2%-3,28613F-HRTimeline
Hardy Reed LLC55,978$7.97M0.58%+1,12013F-HRTimeline
A&I FINANCIAL SERVICES, LLC55,888$7.96M3.77%-3,77713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT55,719$7.94M0.3%+2,76013F-HRTimeline
Summit Trail Advisors, LLC55,634$7.92M0.11%-2,48513F-HRTimeline
National Philanthropic Trust55,616$7.92M0.08%+2,76013F-HRTimeline
Mosaic Advisors LLC50,527$7.9M11.86%013F-HRTimeline
Bradley & Co. Private Wealth Management…54,780$7.8M4.11%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC54,601$7.78M0.03%-5,11013F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION54,248$7.73M0.62%-1,55213F-HRTimeline
HBK Sorce Advisory LLC47,767$7.7M0.16%-14013F-HRTimeline
Modera Wealth Management, LLC53,427$7.61M0.09%-1,02513F-HRTimeline
MONECO ADVISORS, LLC52,079$7.42M0.58%-1,89913F-HRTimeline
Diversified Portfolios, Inc.51,769$7.37M0.61%+7,14413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV51,701$7.36M0.38%+1,20113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding51,677$7.36M-485Timeline
Ironwood Financial, llc51,355$7.31M1.28%+26313F-HRTimeline
Avalon Advisory Group50,794$7.23M2.92%-47113F-HRTimeline
LVZ, Inc.50,677$7.22M0.82%+3,31713F-HRTimeline
Summit Wealth Partners, LLC50,503$7.19M1.14%-2,30613F-HRTimeline
DAVIDSON INVESTMENT ADVISORS50,274$7.16M0.31%-313F-HR/ATimeline
CIBC WORLD MARKET INC.49,701$7.08M0.01%+42,87513F-HRTimeline
CLARIS ADVISORS, LLC / MO /49,645$7.07M2.12%+39413F-HRTimeline
Investment Advisory Group, LLC49,477$7.05M1.79%+6,82713F-HRTimeline
Western Wealth Management, LLC49,251$7.01M0.27%+13,11013F-HR/ATimeline
DKM Wealth Management, Inc.49,147$7M5.05%+57813F-HRTimeline
Legacy Private Trust Co.49,100$6.99M0.43%-1,43313F-HRTimeline
Amplius Wealth Advisors, LLC49,059$6.99M0.58%-25413F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC48,756$6.94M3.27%013F-HRTimeline
Avior Wealth Management, LLC48,429$6.9M0.2%+5113F-HRTimeline
Wedmont Private Capital46,343$6.86M0.22%-2,00813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding48,060$6.85M+17,144Timeline
Independent Solutions Wealth Management…47,989$6.84M1.01%-1,61413F-HRTimeline
Foundations Investment Advisors, LLC47,624$6.78M0.08%+2,35613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC47,592$6.78M0.05%+79113F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC47,266$6.73M2.31%+14,27113F-HRTimeline
Aegis Wealth Management LLC47,167$6.72M3.84%013F-HRTimeline
Abound Wealth Management46,606$6.64M1.51%+8,69113F-HRTimeline
Sigma Planning Corp46,374$6.61M0.18%-85313F-HRTimeline
Hudock, Inc.45,997$6.55M0.96%+2,82713F-HRTimeline
Arax Advisory Partners45,805$6.52M0.18%-9,69013F-HRTimeline
Snowden Capital Advisors LLC45,271$6.45M0.17%-6,45213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources44,918$6.4M<0.01%+2,07913F-HRTimelineGroup
First Heartland Consultants, Inc.44,795$6.38M0.49%+22413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers44,623$6.36M0.01%+5,42313F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC43,899$6.25M0.09%013F-HRTimeline
VestGen Advisors, LLC38,130$6.14M0.17%+57513F-HRTimeline
Compound Planning, Inc.43,108$6.14M0.19%+20,76113F-HRTimeline
TSFG, LLC43,065$6.13M0.93%-36113F-HRTimeline
Matthew Goff Investment Advisor, LLC43,040$6.13M1.02%-2,51413F-HRTimeline
Independent Advisor Alliance42,998$6.12M0.07%+37,02913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC42,852$6.1M2.45%+6,38713F-HRTimeline
SUTTON PLACE INVESTORS LLC42,769$6.09M3.33%-30213F-HRTimeline
Capital Planning LLC42,528$6.06M1.97%-1,83113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT42,390$6.04M0.1%+1,05413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC42,306$6.03M0.05%-86713F-HRTimeline
Sunbelt Securities, Inc.42,279$6.02M0.38%+2,91613F-HRTimeline
Hassell Wealth Management, LLC42,150$6M2.01%+11613F-HRTimeline
Dakota Wealth Management41,806$5.95M0.13%-98913F-HR/ATimeline
Bleakley Financial Group, LLC41,648$5.93M0.09%+2,41213F-HRTimeline
AlphaCore Capital LLC41,529$5.92M0.14%+4,17113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT41,357$5.89M0.66%-99813F-HRTimeline
BANK OF HAWAII41,275$5.88M0.31%-3,79013F-HRTimeline
LIBRA WEALTH LLC41,069$5.85M1.65%-48513F-HRTimeline
FAS Wealth Partners, Inc.40,905$5.83M0.36%-8513F-HRTimeline
GeoWealth Management, LLC40,612$5.78M0.21%-34513F-HRTimeline
Fairvoy Private Wealth, LLC40,337$5.75M1.37%-12,64413F-HRTimeline
ASPIRIANT, LLC40,235$5.73M0.16%013F-HRTimeline
HARBOUR INVESTMENTS, INC.40,205$5.73M0.09%+1,86113F-HRTimeline
Texas Capital Bank Wealth Management Se…40,094$5.71M0.34%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC40,062$5.71M3.15%-75913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO40,044$5.7M0.08%-1,01713F-HRTimeline
GREENWOOD GEARHART LLC39,348$5.6M0.3%-12,18913F-HRTimeline
Capital Advisors, Ltd. LLC39,254$5.59M0.64%013F-HRTimeline
Yukon Wealth Management, Inc.39,125$5.57M3.33%+52213F-HRTimeline
MBA Advisors LLC38,813$5.53M2.12%-10013F-HRTimeline
Wealth Management Associates, Inc.38,628$5.5M1.9%+20013F-HRTimeline
BlackDiamond Wealth Management, LLC38,412$5.47M2.64%-27413F-HRTimeline
Glen Eagle Advisors, LLC37,838$5.39M0.75%-4313F-HRTimeline
CFS Investment Advisory Services, LLC34,610$5.39M0.37%-14913F-HRTimeline
Legacy Financial Group LLC37,414$5.33M0.67%+2,00413F-HRTimeline
Soltis Investment Advisors LLC36,972$5.27M0.34%-13213F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…32,902$5.26M3.32%-27013F-HRTimeline
Keystone Financial Group36,306$5.21M0.36%-15413F-HRTimeline
MA Private Wealth36,327$5.17M0.87%-713F-HRTimeline
Columbus Macro, LLC36,178$5.15M0.55%-2,79813F-HRTimeline
GWN SECURITIES INC.35,849$5.11M0.98%+3013F-HRTimeline