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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,420 managers (1,433 13F filers) reported a position in ITOT shares at 2024-12-31, 303,506,269 shares in all. 94 filers opened a position and 47 filers sold out during the quarter.

Managers
1,420
13F filers
1,433
New
94
Added
470
Reduced
486
Sold out
47
Shares held by filers
303,506,269

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CFS Investment Advisory Services, LLC30,486$3.92M0.35%+66413F-HRTimeline
Modern Wealth Management, LLC30,450$3.92M0.15%+1,04313F-HR/ATimeline
Ausdal Financial Partners, Inc.30,257$3.89M0.34%+26,33813F-HRTimeline
Prospera Financial Services Inc30,100$3.87M0.09%-6713F-HRTimeline
VestGen Investment Management29,678$3.82M1.04%013F-HRTimeline
Pettinga Financial Advisors LLC28,890$3.72M0.84%-22,84813F-HRTimeline
Carr Financial Group Corp28,536$3.67M1.15%+7013F-HRTimeline
Gladstone Institutional Advisory LLC28,529$3.67M0.17%-65813F-HRTimeline
Climber Capital SA34,332$3.65M3%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC28,274$3.64M0.01%-36613F-HRTimelineGroup
Summit Investment Advisory Services, LLC27,763$3.57M1.84%-18813F-HRTimeline
PRIVATE TRUST CO NA27,617$3.55M0.36%-3,96413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC27,372$3.52M0.23%+5,66013F-HRTimeline
FORTE ASSET MANAGEMENT LLC27,347$3.52M1.87%-10513F-HRTimeline
PFG Advisors27,131$3.49M0.21%+70213F-HRTimeline
Symphony Financial Services, Inc.27,041$3.48M2.79%-9013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC26,616$3.42M0.64%-2,40913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26,560$3.42M<0.01%-3,64113F-HRTimelineGroup
Capital Market Strategies LLC26,255$3.38M1.94%-15613F-HRTimeline
Joel Isaacson & Co., LLC26,196$3.37M0.15%+8913F-HRTimeline
Glass Jacobson Investment Advisors llc26,113$3.36M1.1%-64913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sage Mountain Advisors LLC26,015$3.35M0.24%+86413F-HRTimeline
TFC Financial Management, Inc.25,998$3.34M0.53%-35213F-HRTimeline
N.E.W. Advisory Services LLC25,727$3.31M0.31%-3213F-HRTimeline
TOWNSQUARE CAPITAL LLC25,616$3.29M0.04%+3,07813F-HRTimeline
Choate Investment Advisors25,613$3.29M0.08%013F-HRTimeline
Gotham Asset Management, LLC25,540$3.28M0.03%new13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding25,187$3.24M+921Timeline
CPC Advisors, LLC25,087$3.23M0.44%+18813F-HRTimeline
BIRCH FINANCIAL GROUP, LLC25,020$3.22M3.62%13F-HRTimeline
Samalin Investment Counsel, LLC25,009$3.22M1.38%+96813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,800$3.19M2.39%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.24,631$3.17M0.04%+513F-HR/ATimelineGroup
GSG Advisors LLC24,615$3.17M1%+1,30313F-HRTimeline
Badgley Phelps Wealth Managers, LLC24,540$3.16M0.07%-94913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,133$3.1M0.01%+2,68613F-HRTimelineGroup
RFP Financial Group LLC24,025$3.09M1.2%+40213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC23,920$3.08M0.04%+1,03713F-HRTimeline
Serenus Wealth Advisors, LLC23,810$3.06M0.53%13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA23,662$3.04M0.01%-19213F-HRTimelineGroup
BOKF, NAin group BOKF, NA23,662$3.02M0.05%+13,58813F-HRTimelineGroup
ASPIRIANT, LLC23,325$3M0.11%013F-HRTimeline
Composition Wealth, LLC23,040$2.96M0.06%-6413F-HRTimeline
Quadrant Private Wealth Management, LLC23,007$2.96M0.73%-16113F-HRTimeline
Kings Path Partners LLC22,872$2.94M1.26%+8,92913F-HRTimeline
Clark Asset Management, LLC22,670$2.92M0.54%+17,25813F-HRTimeline
Tenon Financial LLC22,540$2.89M1.87%013F-HRTimeline
Fiduciary Alliance LLC22,405$2.88M0.29%+95813F-HRTimeline
SC&H Financial Advisors, Inc.22,218$2.86M0.59%-16613F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC22,144$2.85M2.01%+99513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT21,991$2.83M0.56%+1,53613F-HRTimeline
Buttonwood Financial Advisors Inc.21,883$2.81M1.24%-95113F-HRTimeline
BridgePort Financial Solutions, LLC21,924$2.81M1.27%13F-HRTimeline
GRIES FINANCIAL LLC21,540$2.77M0.49%+8013F-HRTimeline
Keystone Financial Group, Inc.21,425$2.76M2.23%13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD21,185$2.72M0.01%013F-HRTimelineGroup
Snider Financial Group20,994$2.7M0.84%-20213F-HRTimeline
TKG Advisors, LLC20,160$2.7M1.24%-32513F-HRTimeline
ShoreHaven Wealth Partners, LLC20,892$2.69M1.27%+2413F-HRTimeline
Kelly Financial Services LLC20,786$2.68M0.96%-1,38713F-HR/ATimeline
Bordeaux Wealth Advisors LLC20,637$2.65M0.43%-16,24013F-HR/ATimeline
AdvisorNet Financial, Inc20,618$2.65M0.22%-1,38313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT20,582$2.65M0.08%-67613F-HRTimeline
Northwest Bancshares, Inc.20,485$2.63M0.49%-19713F-HRTimeline
Maltin Wealth Management, Inc.20,440$2.63M1.29%-25413F-HRTimeline
Able Wealth Management LLC20,052$2.58M1.7%-79813F-HRTimeline
Great Point Wealth Advisors, LLC20,037$2.58M0.56%-24113F-HRTimeline
B. Riley Wealth Advisors, Inc.20,019$2.57M0.08%-2,53113F-HRTimeline
HMV Wealth Advisors, LLC19,950$2.57M2.57%13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…19,930$2.56M0.54%013F-HRTimeline
Alliance Wealth Management Group19,864$2.55M0.68%-2,64113F-HRTimeline
Quad-Cities Investment Group, LLC19,700$2.53M1.24%-15913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC19,617$2.52M0.2%+7,54313F-HR/ATimeline
Financial Engines Advisors L.L.C.19,540$2.51M0.01%+2,48513F-HRTimeline
EVOKE WEALTH, LLC19,501$2.51M0.07%+1,31013F-HRTimeline
Cascade Financial Partners, LLC19,459$2.5M0.33%+65713F-HRTimeline
Aaron Wealth Advisors LLC19,349$2.49M0.29%-1,87013F-HRTimeline
IHT Wealth Management, LLC19,261$2.48M0.08%-1,57513F-HRTimeline
SAGE FINANCIAL GROUP INC18,915$2.43M0.2%+61913F-HRTimeline
Mayflower Financial Advisors, LLC18,754$2.41M0.36%-22813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp18,689$2.4M0.01%+21313F-HRTimelineGroup
Abound Wealth Management18,633$2.4M0.77%+5,48213F-HRTimeline
ZWJ INVESTMENT COUNSEL INC18,494$2.38M0.1%-7413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC18,384$2.36M<0.01%-6,58913F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC18,344$2.36M0.19%-2,53613F-HRTimeline
TUDOR INVESTMENT CORP ET AL18,175$2.34M0.02%-63,63713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…18,156$2.34M0.01%+2,15413F-HRTimelineGroup
Claro Advisors Inc.17,863$2.3M0.31%+34813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding17,545$2.26M+1,652Timeline
Magnolia Private Wealth, LLC17,459$2.25M2%13F-HRTimeline
Prosperity Planning, Inc.17,415$2.24M0.72%-51113F-HRTimeline
Alta Wealth Advisors LLC17,399$2.24M0.98%+30113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17,385$2.24M0.01%+10,94913F-HRTimelineGroup
Accredited Investors Inc.17,353$2.23M0.13%-9513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,324$2.23M0.07%+2,26913F-HRTimelineGroup
Mutual Advisors, LLC17,098$2.23M0.06%-2,25513F-HRTimeline
Archer Investment Corp17,278$2.22M0.59%+213F-HRTimeline
Talisman Wealth Advisors LLC17,175$2.21M2.34%-2,70813F-HRTimeline
Peak Financial Management, Inc.17,023$2.19M0.66%-13013F-HRTimeline
Sowa Financial Group, Inc.17,002$2.19M1.37%-51513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp16,998$2.19M0.07%-47813F-HRTimelineGroup
Trivium Point Advisory, LLC16,896$2.17M0.27%+3,22713F-HRTimeline
Cherry Tree Wealth Management, LLC16,851$2.17M0.54%-22713F-HRTimeline
Hamilton Capital, LLC16,835$2.17M0.16%013F-HRTimeline
Brooklyn FI, LLC16,813$2.16M0.72%+17813F-HR/ATimeline
Geller Advisors LLC16,770$2.16M0.14%+813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…16,762$2.16M0.07%+4813F-HRTimelineGroup
Sand Hill Global Advisors, LLC16,672$2.14M0.09%013F-HRTimeline
Lauterbach Financial Advisors, LLC16,627$2.14M1.3%+79013F-HRTimeline
CARDIFF PARK ADVISORS, LLC16,607$2.14M0.2%-2813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC16,477$2.12M0.06%+2,59213F-HRTimeline
Wealth Group Ltd16,459$2.12M0.61%-1,19813F-HRTimeline
Destiny Wealth Partners, LLC16,425$2.11M0.35%+33713F-HRTimeline
SIGNATUREFD, LLC16,339$2.1M0.04%-13513F-HRTimeline
Grey Ledge Advisors, LLC16,283$2.09M0.54%-59213F-HRTimeline
Schrum Private Wealth Management LLC16,236$2.09M1.77%-1,29613F-HRTimeline
Tranquility Partners, LLC16,121$2.09M0.79%-4413F-HRTimeline
AE Wealth Management LLC16,010$2.06M0.02%+15113F-HRTimeline
Compound Planning, Inc.15,882$2.04M0.1%-70613F-HRTimeline
Hoxton Planning & Management, LLC15,844$2.04M0.78%-14913F-HRTimeline
NewEdge Wealth, LLC15,783$2.03M0.04%-24613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC15,716$2.02M1.03%+9,88413F-HRTimeline
McGlone Suttner Wealth Management, Inc.15,670$2.02M0.34%+1,93313F-HRTimeline
BIP Wealth, LLC15,528$2M0.13%-20813F-HRTimeline
Guidance Point Advisors, LLC15,494$1.99M0.56%+213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,403$1.98M0.05%-2,77413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…15,353$1.97M0.03%-8,15013F-HRTimelineGroup
Objective Capital Management, LLC15,327$1.97M1.32%-43713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC15,278$1.97M0.77%+13,38413F-HRTimeline
Financial Advocates Investment Manageme…15,219$1.96M0.11%-6413F-HRTimeline
Walkner Condon Financial Advisors LLC15,148$1.95M0.4%+42013F-HRTimeline
WEALTH EFFECTS LLC15,116$1.94M0.69%+2013F-HRTimeline
Almanack Investment Partners, LLC.15,013$1.93M0.3%013F-HRTimeline
Whitcomb & Hess, Inc.15,003$1.93M0.6%-34313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,857$1.91M0.05%+6813F-HRTimeline
Parkside Investments, LLC14,759$1.9M0.28%+7513F-HRTimeline
Centerpoint Advisors, LLC14,681$1.89M0.66%+50413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC14,641$1.88M0.24%+1,04813F-HRTimeline
Valeo Financial Advisors, LLC14,611$1.88M0.05%-2,78613F-HRTimeline
Rosenberg Matthew Hamilton14,542$1.87M0.49%-84913F-HRTimeline
Patten Group, Inc.14,517$1.87M0.41%-68313F-HRTimeline
Northwest Capital Management Inc14,317$1.84M0.79%-413F-HRTimeline
Summit X, LLC14,179$1.82M0.4%+87213F-HRTimeline
Blue Fin Capital, Inc.14,110$1.81M0.33%+6113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.14,032$1.8M0.53%+39013F-HRTimeline
Consolidated Portfolio Review Corp13,998$1.8M0.29%new13F-HRTimeline
SageView Advisory Group, LLC13,968$1.8M0.08%+3,39213F-HRTimeline
KOM Wealth Management Group, LLC13,956$1.8M1.33%-69313F-HRTimeline
Cable Hill Partners, LLC13,944$1.79M0.18%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding13,940$1.79M+2,513Timeline
Michael A. Dubis Financial Planning, LLC13,939$1.79M1.73%13F-HRTimeline
Icon Wealth Advisors, LLC13,880$1.79M0.15%013F-HRTimeline
SFG Wealth Management, LLC.13,858$1.78M0.94%-16413F-HRTimeline
Pinnacle Family Advisors, LLC13,854$1.78M0.86%+12313F-HRTimeline
Klingman & Associates, LLC13,844$1.78M0.11%+12913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,774$1.77M0.18%-6,42813F-HRTimeline
Westside Investment Management, Inc.13,561$1.74M0.37%-2213F-HRTimeline
WJ Wealth Management, LLC13,521$1.74M0.6%+7013F-HRTimeline
World Investment Advisors13,409$1.72M0.05%+42313F-HRTimeline
BlueStem Wealth Partners, LLC13,313$1.71M0.22%13F-HRTimeline
FourThought Financial Partners, LLC13,260$1.71M0.18%013F-HRTimeline
Stephenson & Company, Inc.13,202$1.7M1.14%013F-HRTimeline
D.A. DAVIDSON & CO.13,195$1.7M0.01%+69313F-HRTimeline
TBH Global Asset Management, LLC13,162$1.69M0.4%-40313F-HRTimeline
Compass Ion Advisors, LLC13,093$1.68M0.2%+1,57913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC12,774$1.68M0.17%-38713F-HRTimeline
Hobbs Group Advisors, LLC12,970$1.67M0.63%+97013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,882$1.66M0.09%-68,24613F-HRTimeline
EPG Wealth Management LLC12,793$1.65M0.43%-51413F-HRTimeline
Drucker Wealth 3.0, LLC12,720$1.64M0.38%+2,52713F-HR/ATimeline
Bogart Wealth, LLC12,631$1.62M0.08%013F-HRTimeline
GWN SECURITIES INC.12,576$1.62M0.43%13F-HRTimeline
Grange Capital, LLC12,497$1.61M1.68%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,490$1.61M0.24%+95513F-HRTimeline
Optivise Advisory Services LLC12,478$1.6M0.86%-7913F-HRTimeline
Global View Capital Management LLC12,466$1.6M0.56%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,318$1.58M0.02%+1,11013F-HRTimelineGroup
Gryphon Financial Partners LLC12,230$1.57M0.23%+513F-HRTimeline
IBEX WEALTH ADVISORS12,121$1.56M0.18%new13F-HRTimeline
Qube Research & Technologies Ltd12,024$1.55M<0.01%+6,45213F-HRTimeline
My Personal CFO, LLC11,967$1.54M0.79%013F-HRTimeline
PIONEER TRUST BANK N A/OR11,835$1.52M0.38%013F-HRTimeline
Aspen Wealth Management LLC11,738$1.51M0.45%-2,24813F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…11,709$1.51M0.3%-51613F-HRTimeline
Bawa N Mallick Trust11,658$1.5M0.66%13F-HRTimeline
Weaver Consulting Group11,657$1.5M0.46%+21713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC11,544$1.48M1.26%+613F-HRTimeline
Finley Financial, LLC11,375$1.48M0.77%13F-HRTimeline
Hemington Wealth Management11,403$1.47M0.37%013F-HRTimeline
Meridian Wealth Partners, LLC11,378$1.46M0.22%-4013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,370$1.46M0.06%-1,67713F-HRTimelineGroup
Professional Financial Advisors, LLC11,305$1.45M0.37%-7113F-HRTimeline
TD Waterhouse Canada Inc.11,280$1.45M0.01%+7,79313F-HRTimeline
Cyndeo Wealth Partners, LLC11,240$1.45M0.1%+2613F-HRTimeline
Beacon Financial Advisory LLC11,234$1.44M0.47%-4913F-HRTimeline
Cassady Schiller Wealth Management, LLC11,192$1.44M0.53%013F-HRTimeline
San Luis Wealth Advisors LLC11,155$1.44M0.27%-13513F-HRTimeline
IFC Advisors LLC11,108$1.43M0.31%13F-HRTimeline
Foguth Wealth Management, LLC.10,648$1.42M0.37%+4,09613F-HRTimeline
Kovack Advisors, Inc.11,041$1.42M0.14%+19013F-HRTimeline