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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,700 managers (1,720 13F filers) reported a position in ITOT shares at 2026-06-30, 374,297,698 shares in all. 148 filers opened a position and 53 filers sold out during the quarter.

Managers
1,700
13F filers
1,720
New
148
Added
602
Reduced
579
Sold out
53
Shares held by filers
374,297,698

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Prasad Wealth Partners, LLC37,896$6.23M1.5%-30,33313F-HRTimeline
MBA Advisors LLC37,805$6.21M2.11%-1,00813F-HRTimeline
AlphaCore Capital LLC37,374$6.14M0.11%-4,15513F-HRTimeline
Soltis Investment Advisors LLC36,941$6.07M0.35%-3113F-HRTimeline
GWN SECURITIES INC.36,822$6.05M1.01%+97313F-HRTimeline
Blue Fin Capital, Inc.36,793$6.04M0.87%+2,72813F-HRTimeline
MA Private Wealth36,250$5.95M0.89%-7713F-HRTimeline
Columbus Macro, LLC36,073$5.93M0.58%-10513F-HRTimeline
Keystone Financial Group35,806$5.88M0.35%-50013F-HRTimeline
Bleakley Financial Group, LLC35,663$5.86M0.07%-5,98513F-HRTimeline
Prospera Financial Services Inc35,638$5.86M0.09%+20713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…34,851$5.72M0.48%13F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.34,591$5.68M0.02%-56613F-HRTimelineGroup
Alliance Wealth Management Group34,409$5.65M1.1%+4,78913F-HRTimeline
IHT Wealth Management, LLC34,397$5.65M0.12%+3,32713F-HRTimeline
UNIQUE WEALTH, LLC34,382$5.65M0.66%+1,95413F-HRTimeline
CFS Investment Advisory Services, LLC34,408$5.63M0.38%-20213F-HRTimeline
NYL Investors LLC34,157$5.61M2.15%+39213F-HRTimeline
BANK OF HAWAII33,997$5.58M0.28%-7,27813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC33,961$5.58M1.2%+413F-HRTimeline
Centerline Wealth Advisors, LLC33,782$5.55M1.74%-64813F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…32,902$5.55M3.3%013F-HRTimeline
Fonville Wealth Management LLC33,744$5.54M0.91%-10413F-HRTimeline
DOLIVER ADVISORS, LP33,682$5.53M1.25%+5413F-HRTimeline
MorganRosel Wealth Management, LLC33,616$5.52M1.86%+86613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…33,290$5.47M0.29%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC33,237$5.46M0.04%+78013F-HRTimeline
Hoxton Planning & Management, LLC32,751$5.38M1.4%-1,12013F-HRTimeline
NewEdge Wealth, LLC32,540$5.35M0.05%+2,18713F-HRTimeline
GSG Advisors LLC32,363$5.32M1.17%+1,05013F-HRTimeline
Connecticut Capital Management Group, L…32,142$5.28M4.25%+2,14813F-HRTimeline
RW Investment Management LLC31,876$5.24M0.46%-66813F-HRTimeline
Shepherd Street Advisors LLC31,463$5.21M4.57%013F-HRTimeline
Allie Family Office LLC31,896$5.17M1.91%-3,43013F-HR/ATimeline
Belleair Asset Management, LLC31,145$5.12M4.3%-12313F-HRTimeline
Asset Dedication, LLC31,019$5.1M0.32%+2,74213F-HRTimeline
Aspen Wealth Management LLC30,991$5.09M0.86%+7413F-HRTimeline
World Investment Advisors32,951$5.04M0.08%-2,11613F-HRTimeline
Legacy Financial Group LLC30,512$5.01M0.56%-6,90213F-HRTimeline
Claro Advisors Inc.30,427$5M0.52%-16813F-HRTimeline
TFO Wealth Partners, LLC30,389$4.99M0.54%+3813F-HRTimeline
SmartHarvest Portfolios, LLC30,260$4.97M1.61%013F-HRTimeline
Vericrest Private Wealth30,113$4.95M4.4%+1,15213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC30,006$4.93M3.34%+1,11413F-HRTimeline
Dorsey & Whitney Trust CO LLC29,926$4.92M0.24%+3,24913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC29,438$4.84M0.01%+6,30113F-HRTimelineGroup
Able Wealth Management LLC29,295$4.81M1.1%+27113F-HRTimeline
Symphony Financial Services, Inc.29,291$4.81M2.16%-14313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC29,213$4.8M0.23%+4313F-HRTimeline
FORMULATE FINANCIAL LLC28,621$4.7M4.95%+86013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC28,564$4.69M0.09%+2,20313F-HRTimeline
Strategic Blueprint, LLC28,560$4.69M0.23%-85013F-HRTimeline
FORTE ASSET MANAGEMENT LLC28,514$4.68M1.91%+22213F-HRTimeline
PRIVATE TRUST CO NA28,487$4.68M0.37%+1,66813F-HRTimeline
Atria Investments, Inc28,478$4.68M0.05%+25,28113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.28,010$4.6M1.12%-3,47513F-HRTimeline
Montecito Bank & Trust27,890$4.58M0.69%-1,09313F-HRTimeline
Joel Isaacson & Co., LLC27,251$4.48M0.13%+7013F-HRTimeline
Segment Wealth Management, LLC27,237$4.47M0.23%+913F-HRTimeline
Summit Investment Advisory Services, LLC26,860$4.41M1.11%+3013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,735$4.39M0.83%-8213F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding26,716$4.39M-227Timeline
AE Wealth Management LLC26,715$4.39M0.02%+2,05813F-HRTimeline
TFC Financial Management, Inc.26,677$4.38M0.49%+1,01413F-HRTimeline
JSF Financial, LLC26,617$4.37M0.7%-2413F-HRTimeline
Glass Jacobson Investment Advisors llc26,195$4.3M1.34%+1,81913F-HRTimeline
Curat Global, LLC26,494$4.3M3.51%+1,16113F-HRTimeline
ShoreHaven Wealth Partners, LLC25,982$4.27M1.34%+6813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC26,054$4.25M0.56%-3,32813F-HRTimeline
Carrera Capital Advisors25,773$4.23M0.63%+1,31313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC25,761$4.23M0.62%+10,68513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…25,789$4.22M0.86%+6,65913F-HRTimeline
RFG Advisory, LLC25,498$4.19M0.07%-4,01513F-HRTimeline
Dynamic Advisor Solutions LLC25,482$4.19M0.12%+5,83113F-HRTimeline
Samalin Investment Counsel, LLC25,349$4.16M1.33%-17113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC25,259$4.15M0.21%013F-HRTimeline
Choate Investment Advisors25,243$4.15M0.07%013F-HRTimeline
Savvy Advisors, Inc.25,202$4.14M0.09%+34313F-HRTimeline
Alta Wealth Advisors LLC25,119$4.13M1.12%-1,88013F-HRTimeline
NEPC LLC25,076$4.12M0.08%013F-HRTimeline
N.E.W. Advisory Services LLC24,859$4.08M0.27%-1,06613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,800$4.07M2.45%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …24,557$4.03M0.03%-4413F-HRTimelineGroup
Luminvest Wealth Management LLC24,361$4M0.93%+2,44213F-HRTimeline
Rather & Kittrell, Inc.24,280$3.99M0.56%+7313F-HRTimeline
Badgley Phelps Wealth Managers, LLC24,141$3.97M0.07%+1013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.24,017$3.95M0.04%+18113F-HRTimelineGroup
SCS Capital Management LLC23,595$3.88M0.04%-113F-HRTimeline
Foster Group, Inc.23,552$3.87M0.1%-10213F-HRTimeline
Nicholson Meyer Capital Management, Inc.23,285$3.82M2.55%-26513F-HRTimeline
Valeo Financial Advisors, LLC23,253$3.82M0.08%+9,28513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23,100$3.79M0.01%+3,78613F-HRTimelineGroup
Carr Financial Group Corp22,944$3.77M0.87%+31413F-HRTimeline
Climber Capital SA28,884$3.76M2.3%+1,28713F-HRTimeline
Gladstone Institutional Advisory LLC22,865$3.76M0.12%-65113F-HRTimeline
BOKF, NAin group BOKF, NA22,844$3.75M0.05%+1,98813F-HRTimelineGroup
Mayflower Financial Advisors, LLC22,796$3.74M0.32%+67213F-HRTimeline
Tenon Financial LLC22,685$3.73M1.2%+14513F-HRTimeline
Rubicon Advisors, GP22,487$3.69M2.69%new13F-HRTimeline
Discipline Wealth Solutions, LLC22,153$3.64M0.32%+47413F-HRTimeline
Owl Creek Wealth Partners LLC22,137$3.64M1.06%+5613F-HRTimeline
Mutual Advisors, LLC21,752$3.57M0.07%+61913F-HRTimeline
SC&H Financial Advisors, Inc.21,710$3.57M0.47%+4613F-HRTimeline
Godfrey Financial Associates, Inc.21,663$3.56M2.72%-43213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp21,599$3.55M0.01%013F-HRTimelineGroup
BridgePort Financial Solutions, LLC21,454$3.52M0.9%-2,52513F-HRTimeline
Signature Resources Capital Management,…21,393$3.51M1.39%+2913F-HRTimeline
SFG Wealth Management, LLC.21,290$3.5M1.26%-47813F-HRTimeline
Prosperity Consulting Group, LLC21,220$3.49M0.13%-75613F-HRTimeline
Tennessee Valley Asset Management Partn…21,089$3.46M0.38%+3,94513F-HRTimeline
INTEGRITY ALLIANCE, LLC.21,066$3.46M0.11%+72113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,971$3.44M0.04%+45013F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC20,860$3.43M0.42%+1,04913F-HRTimeline
AdvisorNet Financial, Inc20,742$3.41M0.16%+1113F-HRTimeline
Bogart Wealth, LLC20,557$3.38M0.12%+5,76013F-HRTimeline
Maltin Wealth Management, Inc.20,543$3.37M1.13%-1,68913F-HRTimeline
Kelly Financial Services LLC20,518$3.37M0.72%-91513F-HRTimeline
Northwest Bancshares, Inc.20,513$3.37M0.61%013F-HRTimeline
May Hill Capital, LLC20,509$3.37M0.7%-68013F-HRTimeline
Drucker Wealth 3.0, LLC20,477$3.36M0.53%-5,39613F-HRTimeline
Range Advisory, LLC20,445$3.36M0.4%+77713F-HRTimeline
Curi Capital, LLC20,426$3.36M0.05%+61613F-HRTimeline
Lauterbach Financial Advisors, LLC20,194$3.32M1.43%-35213F-HRTimeline
TKG Advisors, LLC20,160$3.31M1.15%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,158$3.31M0.06%-1,24713F-HRTimeline
Kings Path Partners LLC20,153$3.31M0.88%-4,02313F-HRTimeline
WealthCollab, LLC20,076$3.3M1.19%013F-HRTimeline
Quad-Cities Investment Group, LLC19,623$3.22M1.16%+12113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…19,559$3.21M0.08%+9513F-HRTimelineGroup
Buttonwood Financial Advisors Inc.19,474$3.2M0.97%-58313F-HRTimeline
Convergence Financial, LLC19,466$3.2M0.25%+9,72013F-HRTimeline
NorthCrest Asset Manangement, LLC19,071$3.15M0.08%+9,80113F-HRTimeline
Snider Financial Group19,104$3.14M0.8%+313F-HRTimeline
CALTON & ASSOCIATES, INC.19,051$3.13M0.46%-2,03213F-HRTimeline
Tranquility Partners, LLC18,766$3.08M1.06%+15413F-HRTimeline
One Wealth Advisors, LLC18,744$3.08M0.34%-9913F-HRTimeline
Financial Architects, LLC18,355$3.02M1.45%013F-HRTimeline
Serenus Wealth Advisors, LLC18,136$2.98M0.52%-1,15613F-HRTimeline
Altiora Financial Group, LLC18,130$2.98M0.47%+22113F-HRTimeline
Venturi Wealth Management, LLC18,129$2.98M0.12%-20413F-HRTimeline
SAGE FINANCIAL GROUP INC18,108$2.97M0.16%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,038$2.96M0.11%+71213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC17,945$2.95M<0.01%-8013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.18,067$2.95M0.16%-1,36913F-HRTimeline
Financial Engines Advisors L.L.C.17,923$2.94M0.01%+1913F-HRTimeline
Cascade Financial Partners, LLC17,902$2.94M0.26%013F-HRTimeline
Cooper Financial Group17,821$2.93M0.24%-1,10813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,819$2.93M0.03%-5013F-HRTimelineGroup
OpenArc Corporate Advisory, LLC17,815$2.93M0.03%+2,73213F-HRTimeline
Great Point Wealth Advisors, LLC17,809$2.93M0.47%-61113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.17,712$2.91M0.18%-713F-HRTimeline
Wealth Group Ltd17,666$2.9M0.56%+21413F-HRTimeline
Keel Point, LLC17,621$2.89M0.17%013F-HRTimeline
Parkwoods Wealth Partners, LLC17,613$2.89M0.46%+34213F-HRTimeline
MGO ONE SEVEN LLC17,513$2.88M0.05%+2,40613F-HRTimeline
Archer Investment Corp17,378$2.85M0.55%+113F-HR/ATimeline
Morling Financial Advisors, LLC17,367$2.85M0.79%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,348$2.85M0.11%-9913F-HRTimeline
Accredited Investors Inc.16,910$2.78M0.12%+1,35713F-HRTimeline
Midwest Trust Co16,866$2.77M0.03%+1,15613F-HRTimeline
Hamilton Capital, LLC16,842$2.77M0.14%-19313F-HRTimeline
Asempa Wealth Advisors16,773$2.76M2.1%+47513F-HRTimeline
CARDIFF PARK ADVISORS, LLC16,763$2.75M0.21%-1213F-HRTimeline
TWO SIGMA SECURITIES, LLC16,703$2.74M0.24%new13F-HRTimeline
Asset One Wealth Management LLC16,559$2.74M0.29%-51413F-HRTimeline
Retirement Planning Group, LLC16,626$2.73M0.07%-4,01013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp16,553$2.72M0.06%-26113F-HRTimelineGroup
Csenge Advisory Group16,489$2.71M0.11%+13813F-HRTimeline
Pasadena Private Wealth, LLC16,409$2.7M0.34%+21113F-HRTimeline
Peak Financial Management, Inc.16,407$2.7M0.62%+31613F-HRTimeline
Riverbend Wealth Management, LLC16,388$2.69M1.37%+4213F-HRTimeline
Accurate Wealth Management, LLC16,151$2.67M0.25%-6,22813F-HRTimeline
Cyndeo Wealth Partners, LLC16,225$2.67M0.13%+11713F-HRTimeline
Bouvel Investment Partners, LLC16,214$2.66M0.6%+1,77113F-HRTimeline
Regency Capital Management Inc.\DE16,028$2.63M1.05%-80513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding15,943$2.62M+14,292Timeline
Tempo Wealth, LLC15,878$2.61M0.39%-4813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,691$2.58M0.01%+38013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC15,634$2.57M0.48%-24313F-HRTimeline
Walkner Condon Financial Advisors LLC15,575$2.56M0.29%-2,50813F-HRTimeline
McGlone Suttner Wealth Management, Inc.15,480$2.54M0.3%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.15,459$2.54M<0.01%-21713F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…15,446$2.54M0.01%+113F-HRTimeline
Keystone Financial Group, Inc.15,391$2.53M1.33%-49913F-HRTimeline
Guidance Point Advisors, LLC15,336$2.52M0.53%-18413F-HRTimeline
Operose Advisors LLC15,309$2.51M0.49%+13,69213F-HRTimeline
Sowa Financial Group, Inc.15,183$2.49M1.16%-64813F-HRTimeline
Clark Asset Management, LLC15,136$2.49M0.2%+1,95213F-HRTimeline
Trivium Point Advisory, LLC15,117$2.48M0.23%+37513F-HRTimeline
Objective Capital Management, LLC14,920$2.45M2.18%-29313F-HRTimeline
SIGNATUREFD, LLC14,757$2.42M0.03%+10213F-HRTimeline
XY Planning Network, Inc.14,636$2.4M0.3%-20913F-HRTimeline
Aaron Wealth Advisors LLC14,526$2.39M0.12%-6513F-HRTimeline
Security Financial Services, INC.14,423$2.37M0.33%-20313F-HRTimeline
BIRCH FINANCIAL GROUP, LLC14,417$2.37M1.22%-49913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO14,361$2.36M0.04%-2,97913F-HRTimeline
WEALTH EFFECTS LLC14,296$2.35M0.63%-15513F-HRTimeline
SFM, LLC14,284$2.35M1.2%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…14,147$2.32M0.04%013F-HRTimelineGroup
Icon Wealth Advisors, LLC14,139$2.32M0.14%013F-HRTimeline