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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,425 managers (1,436 13F filers) reported a position in ITOT shares at 2025-03-31, 312,672,818 shares in all. 88 filers opened a position and 76 filers sold out during the quarter.

Managers
1,425
13F filers
1,436
New
88
Added
554
Reduced
489
Sold out
76
Shares held by filers
312,672,818

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GSG Advisors LLC29,894$3.54M1.16%+5,27913F-HRTimeline
Gladstone Institutional Advisory LLC29,036$3.54M0.17%+50713F-HRTimeline
Pettinga Financial Advisors LLC28,908$3.53M0.83%+1813F-HRTimeline
Strategic Blueprint, LLC28,824$3.52M0.19%+18,96613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC28,680$3.5M0.21%-2,76013F-HRTimeline
TOWNSQUARE CAPITAL LLC28,533$3.48M0.04%+2,91713F-HRTimeline
Atlantic Private Wealth, LLC28,495$3.48M2.57%new13F-HRTimeline
Carr Financial Group Corp28,305$3.45M1.13%-23113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC28,295$3.45M0.64%+1,67913F-HRTimeline
Summit Investment Advisory Services, LLC28,189$3.44M1.69%+42613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC28,165$3.44M0.01%-10913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC28,101$3.43M<0.01%+1,54113F-HRTimelineGroup
Samalin Investment Counsel, LLC27,865$3.4M1.38%+2,85613F-HRTimeline
PRIVATE TRUST CO NA27,617$3.37M0.35%013F-HRTimeline
PFG Advisors27,586$3.37M0.19%+45513F-HRTimeline
Glass Jacobson Investment Advisors llc26,113$3.36M1.1%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC27,432$3.35M1.69%+8513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC27,372$3.34M0.23%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,308$3.33M0.04%-10,70713F-HRTimelineGroup
EP Wealth Advisors, LLC27,301$3.33M0.03%-25,49913F-HRTimeline
Joel Isaacson & Co., LLC26,875$3.28M0.15%+67913F-HRTimeline
Symphony Financial Services, Inc.26,768$3.27M2.13%-27313F-HRTimeline
Brooklyn FI, LLC27,870$3.23M1%+11,05713F-HRTimeline
PENNINGTON PARTNERS & CO., LLC26,053$3.18M1.82%+15,68913F-HRTimeline
TFC Financial Management, Inc.25,937$3.16M0.48%-6113F-HRTimeline
Composition Wealth, LLC25,925$3.16M0.06%+2,88513F-HRTimeline
N.E.W. Advisory Services LLC25,766$3.14M0.24%+3913F-HRTimeline
Dorsey & Whitney Trust CO LLC25,652$3.13M0.18%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,628$3.13M<0.01%+7,24413F-HRTimelineGroup
Sunbelt Securities, Inc.25,528$3.11M0.28%-10,77513F-HRTimeline
Badgley Phelps Wealth Managers, LLC25,498$3.11M0.08%+95813F-HRTimeline
ShoreHaven Wealth Partners, LLC25,348$3.09M1.48%+4,45613F-HRTimeline
Choate Investment Advisors25,243$3.08M0.08%-37013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC25,242$3.08M0.04%+1,32213F-HRTimeline
NEPC LLC25,076$3.06M0.08%new13F-HRTimeline
Climber Capital SA35,492$3.05M2.4%+1,16013F-HRTimeline
Arkadios Wealth Advisors24,846$3.03M0.11%+13,90713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,800$3.03M2.29%013F-HRTimeline
Hoxton Planning & Management, LLC24,672$3.01M1.15%+8,82813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.24,635$3.01M0.05%+413F-HRTimelineGroup
Aspen Wealth Management LLC24,563$3M0.85%+12,82513F-HRTimeline
Quadrant Private Wealth Management, LLC24,538$2.99M0.75%+1,53113F-HRTimeline
BOKF, NAin group BOKF, NA24,432$2.98M0.05%+77013F-HRTimelineGroup
RFG Advisory, LLC24,309$2.97M0.08%-15,04613F-HRTimeline
RFP Financial Group LLC23,941$2.92M1.17%-8413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management23,844$2.91M0.09%+6,52013F-HRTimelineGroup
Serenus Wealth Advisors, LLC23,830$2.91M0.48%+2013F-HRTimeline
Capital Market Strategies LLC23,830$2.91M1.94%-2,42513F-HRTimeline
BridgePort Financial Solutions, LLC23,694$2.89M1.3%+1,77013F-HRTimeline
SCS Capital Management LLC23,628$2.88M0.04%-25,80213F-HR/ATimeline
ASPIRIANT, LLC23,425$2.86M0.1%+10013F-HRTimeline
B. Riley Wealth Advisors, Inc.23,423$2.86M0.09%+3,40413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,698$2.84M+8,758Timeline
Kings Path Partners LLC22,874$2.79M1.37%+213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC22,764$2.78M1.99%+62013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT22,734$2.77M0.55%+74313F-HRTimeline
Fiduciary Alliance LLC22,685$2.77M0.27%+28013F-HRTimeline
Tenon Financial LLC22,540$2.75M1.7%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.22,311$2.72M0.11%-118,35113F-HRTimeline
GRIES FINANCIAL LLC22,104$2.7M0.52%+56413F-HRTimeline
CALTON & ASSOCIATES, INC.22,043$2.69M0.61%+14,98413F-HR/ATimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA22,019$2.69M0.01%-1,64313F-HRTimelineGroup
Financial Management Professionals, Inc.21,909$2.67M0.34%new13F-HRTimeline
Able Wealth Management LLC21,845$2.67M1.58%+1,79313F-HRTimeline
Buttonwood Financial Advisors Inc.21,468$2.62M1.15%-41513F-HRTimeline
SC&H Financial Advisors, Inc.21,213$2.59M0.51%-1,00513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding20,974$2.56M+3,429Timeline
Alliance Wealth Management Group20,851$2.54M0.69%+98713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD20,685$2.52M0.01%-50013F-HRTimelineGroup
AdvisorNet Financial, Inc20,578$2.51M0.19%-4013F-HRTimeline
Keystone Financial Group, Inc.20,579$2.51M1.77%-84613F-HRTimeline
Clark Asset Management, LLC20,566$2.51M0.42%-2,10413F-HRTimeline
Nicholson Meyer Capital Management, Inc.20,464$2.5M2.3%13F-HRTimeline
Claro Advisors Inc.20,346$2.48M0.33%+2,48313F-HRTimeline
TKG Advisors, LLC20,160$2.46M1.21%013F-HRTimeline
Mayflower Financial Advisors, LLC20,137$2.46M0.37%+1,38313F-HRTimeline
Northwest Bancshares, Inc.20,126$2.46M0.45%-35913F-HRTimeline
Snider Financial Group20,050$2.45M0.79%-94413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…19,930$2.43M0.51%013F-HRTimeline
Great Point Wealth Advisors, LLC19,784$2.41M0.52%-25313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,762$2.41M<0.01%-26,64913F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC19,757$2.41M2.15%-5,26313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT19,742$2.41M0.07%-84013F-HRTimeline
EVOKE WEALTH, LLC19,501$2.38M0.06%013F-HRTimeline
Cascade Financial Partners, LLC19,459$2.37M0.3%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC19,384$2.37M0.07%+2,90713F-HRTimeline
Maltin Wealth Management, Inc.19,317$2.36M1.11%-1,12313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC19,230$2.35M0.2%-38713F-HR/ATimeline
Quad-Cities Investment Group, LLC19,228$2.35M1.16%-47213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC19,150$2.34M0.63%-60,56413F-HRTimeline
Financial Engines Advisors L.L.C.19,145$2.34M0.01%-39513F-HRTimeline
Aaron Wealth Advisors LLC18,847$2.3M0.26%-50213F-HRTimeline
IHT Wealth Management, LLC18,803$2.29M0.07%-45813F-HRTimeline
Abound Wealth Management18,661$2.28M0.76%+2813F-HRTimeline
SAGE FINANCIAL GROUP INC18,525$2.26M0.18%-39013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,476$2.25M0.05%+3,07313F-HRTimelineGroup
Csenge Advisory Group19,377$2.22M0.13%+9,84413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…17,911$2.19M0.01%-24513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp17,889$2.18M0.01%-80013F-HRTimelineGroup
One Wealth Advisors, LLC17,843$2.18M0.32%+12,64813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp17,746$2.17M0.07%+74813F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC17,743$2.16M0.17%-60113F-HRTimeline
Mutual Advisors, LLC17,996$2.16M0.06%+89813F-HRTimeline
Alta Wealth Advisors LLC17,487$2.13M0.98%+8813F-HRTimeline
Archer Investment Corp17,236$2.1M0.54%-4213F-HRTimeline
Lauterbach Financial Advisors, LLC17,126$2.09M1.3%+49913F-HRTimeline
Peak Financial Management, Inc.17,063$2.08M0.62%+4013F-HRTimeline
Magnolia Private Wealth, LLC17,020$2.08M1.76%-43913F-HRTimeline
Schrum Private Wealth Management LLC16,979$2.07M1.82%+74313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…16,975$2.07M0.07%+21313F-HRTimelineGroup
Accredited Investors Inc.16,887$2.06M0.13%-46613F-HRTimeline
Hamilton Capital, LLC16,835$2.05M0.12%013F-HRTimeline
Trivium Point Advisory, LLC16,790$2.05M0.25%-10613F-HRTimeline
Sowa Financial Group, Inc.16,775$2.05M1.34%-22713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC16,696$2.04M1.04%+98013F-HRTimeline
Tranquility Partners, LLC16,677$2.03M0.79%+55613F-HRTimeline
Sand Hill Global Advisors, LLC16,672$2.03M0.08%013F-HRTimeline
Cherry Tree Wealth Management, LLC16,666$2.03M0.49%-18513F-HRTimeline
CARDIFF PARK ADVISORS, LLC16,650$2.03M0.2%+4313F-HRTimeline
Grey Ledge Advisors, LLC16,646$2.03M0.53%+36313F-HRTimeline
Wealth Group Ltd16,505$2.01M0.59%+4613F-HRTimeline
NewEdge Wealth, LLC16,415$2M0.04%+63213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,324$1.99M0.01%+15,83913F-HRTimelineGroup
Consolidated Portfolio Review Corp16,084$1.96M0.31%+2,08613F-HRTimeline
SIGNATUREFD, LLC16,003$1.95M0.04%-33613F-HRTimeline
ZWJ INVESTMENT COUNSEL INC15,975$1.95M0.08%-2,51913F-HRTimeline
McGlone Suttner Wealth Management, Inc.15,670$1.91M0.31%013F-HRTimeline
Blue Fin Capital, Inc.15,617$1.91M0.37%+1,50713F-HRTimeline
Carrera Capital Advisors15,571$1.9M0.42%+9,66813F-HRTimeline
BIP Wealth, LLC15,531$1.89M0.12%+313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC16,487$1.89M0.25%+1,84613F-HRTimeline
AE Wealth Management LLC15,500$1.89M0.02%-51013F-HRTimeline
Guidance Point Advisors, LLC15,495$1.89M0.54%+113F-HRTimeline
Kelly Financial Services LLC15,438$1.88M0.65%-5,34813F-HRTimeline
Bordeaux Wealth Advisors LLC15,434$1.88M0.35%-5,20313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,428$1.88M0.1%+2,54613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,353$1.87M0.03%013F-HRTimelineGroup
Objective Capital Management, LLC15,346$1.87M2.39%+1913F-HRTimeline
Qube Research & Technologies Ltd15,247$1.86M<0.01%+3,22313F-HRTimeline
Compound Planning, Inc.15,240$1.86M0.08%-64213F-HRTimeline
Summit X, LLC15,189$1.85M0.39%+1,01013F-HRTimeline
Schechter Investment Advisors, LLC15,184$1.85M0.15%+5,90513F-HRTimeline
WEALTH EFFECTS LLC15,036$1.83M0.77%-8013F-HRTimeline
Whitcomb & Hess, Inc.14,986$1.83M0.55%-1713F-HRTimeline
Centerpoint Advisors, LLC14,963$1.83M0.67%+28213F-HRTimeline
World Investment Advisors14,865$1.81M0.05%+1,45613F-HRTimeline
Destiny Wealth Partners, LLC14,732$1.8M0.29%-1,69313F-HRTimeline
Talisman Wealth Advisors LLC14,714$1.8M1.84%-2,46113F-HRTimeline
Valeo Financial Advisors, LLC14,681$1.79M0.05%+7013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC14,519$1.77M0.69%-75913F-HRTimeline
Perigon Wealth Management, LLC14,444$1.76M0.05%+5,70613F-HRTimeline
Financial Advocates Investment Manageme…14,343$1.75M0.12%-87613F-HRTimeline
Drucker Wealth 3.0, LLC14,310$1.75M0.38%+1,59013F-HRTimeline
Walkner Condon Financial Advisors LLC14,089$1.72M0.35%-1,05913F-HRTimeline
Rosenberg Matthew Hamilton14,059$1.72M0.43%-48313F-HRTimeline
Patten Group, Inc.13,956$1.7M0.39%-56113F-HRTimeline
Michael A. Dubis Financial Planning, LLC13,942$1.7M1.65%+313F-HRTimeline
Parkside Investments, LLC13,894$1.7M0.25%-86513F-HRTimeline
Icon Wealth Advisors, LLC13,880$1.69M0.14%013F-HRTimeline
Compass Ion Advisors, LLC13,865$1.69M0.2%+77213F-HRTimeline
Caliber Wealth Management, LLC / KS13,855$1.69M0.23%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,734$1.68M<0.01%-3,65113F-HRTimelineGroup
KOM Wealth Management Group, LLC13,722$1.67M1.46%-23413F-HRTimeline
BlueStem Wealth Partners, LLC13,568$1.66M0.23%+25513F-HRTimeline
SFG Wealth Management, LLC.13,523$1.65M0.81%-33513F-HRTimeline
Klingman & Associates, LLC13,405$1.64M0.1%-43913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,217$1.61M0.02%+89913F-HRTimelineGroup
Stephenson & Company, Inc.13,202$1.61M1.05%013F-HRTimeline
Pinnacle Family Advisors, LLC13,077$1.6M0.87%-77713F-HRTimeline
Prosperity Planning, Inc.13,067$1.59M0.5%-4,34813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…13,045$1.59M0.02%new13F-HRTimelineGroup
Hobbs Group Advisors, LLC12,975$1.58M0.6%+513F-HRTimeline
Westside Investment Management, Inc.12,845$1.57M0.33%-71613F-HRTimeline
CW Advisors, LLC12,785$1.57M0.02%-21,40813F-HRTimeline
WJ Wealth Management, LLC12,767$1.56M0.55%-75413F-HRTimeline
Cyndeo Wealth Partners, LLC12,699$1.55M0.1%+1,45913F-HRTimeline
Bogart Wealth, LLC12,583$1.54M0.07%-4813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC12,446$1.52M1.27%+90213F-HR/ATimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM12,444$1.52M0.22%new13F-HRTimelineGroup
SageView Advisory Group, LLC12,410$1.51M0.06%-1,55813F-HRTimeline
Optivise Advisory Services LLC12,386$1.51M0.85%-9213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12,375$1.51M0.07%+11,62413F-HRTimelineGroup
My Personal CFO, LLC12,287$1.5M0.76%+32013F-HRTimeline
Aft, Forsyth & Sober, LLC12,275$1.5M0.52%-57,00013F-HRTimeline
Convergence Financial, LLC12,267$1.5M0.29%+10,48313F-HRTimeline
Gryphon Financial Partners LLC12,234$1.49M0.22%+413F-HRTimeline
Grange Capital, LLC12,155$1.48M1.73%-34213F-HRTimeline
Northwest Capital Management Inc12,129$1.48M0.61%-2,18813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,119$1.48M0.04%-2,73813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,171$1.48M0.23%-31913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,078$1.47M0.15%-1,69613F-HRTimeline
Global View Capital Management LLC11,946$1.46M0.53%-52013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.11,927$1.46M0.41%-2,10513F-HRTimeline
LaSalle St. Investment Advisors, LLC11,873$1.45M0.34%+3,26613F-HRTimeline
PIONEER TRUST BANK N A/OR11,750$1.43M0.38%-8513F-HRTimeline
Bawa N Mallick Trust11,658$1.42M0.67%013F-HRTimeline
Weaver Consulting Group11,657$1.42M0.43%013F-HRTimeline
Beacon Financial Advisory LLC11,628$1.42M0.43%+39413F-HRTimeline
D.A. DAVIDSON & CO.11,595$1.41M0.01%-1,60013F-HRTimeline
Meridian Wealth Partners, LLC11,480$1.4M0.22%+10213F-HRTimeline