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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,464 managers (1,476 13F filers) reported a position in ITOT shares at 2025-06-30, 317,475,139 shares in all. 121 filers opened a position and 73 filers sold out during the quarter.

Managers
1,464
13F filers
1,476
New
121
Added
558
Reduced
492
Sold out
73
Shares held by filers
317,475,139

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
VestGen Advisors, LLC32,171$4.34M0.17%+69813F-HRTimeline
Dakota Wealth Management32,080$4.33M0.09%-7,81613F-HRTimeline
Glen Eagle Advisors, LLC31,841$4.3M0.66%-84913F-HRTimeline
B. Riley Wealth Advisors, Inc.31,786$4.29M0.21%+8,36313F-HRTimeline
GSG Advisors LLC31,743$4.29M1.24%+1,84913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding31,425$4.24M+354Timeline
GWN SECURITIES INC.31,098$4.2M0.78%-1,12913F-HRTimeline
DOHJ, LLC35,788$4.18M1.21%-187,63713F-HRTimeline
TFO Wealth Partners, LLC30,332$4.1M0.72%-8413F-HRTimeline
Arkadios Wealth Advisors29,769$4.02M0.12%+4,92313F-HRTimeline
Aspen Wealth Management LLC29,742$4.02M1%+5,17913F-HRTimeline
Carr Financial Group Corp29,215$3.95M1.16%+91013F-HRTimeline
Climber Capital SA35,252$3.93M2.52%-24013F-HRTimeline
Gladstone Institutional Advisory LLC28,526$3.85M0.16%-51013F-HRTimeline
Fortress Financial Solutions, LLC28,474$3.85M4.82%-1,90013F-HRTimeline
Rather & Kittrell, Inc.28,454$3.84M0.76%-1,70613F-HRTimeline
Virtue Capital Management, LLC28,449$3.84M0.71%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC28,432$3.84M0.65%+13713F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC28,342$3.83M1.48%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC28,165$3.8M0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC28,132$3.8M<0.01%+3113F-HRTimelineGroup
Symphony Financial Services, Inc.28,045$3.79M2.26%+1,27713F-HRTimeline
Able Wealth Management LLC28,020$3.78M1.91%+6,17513F-HRTimeline
PRIVATE TRUST CO NA27,628$3.73M0.36%+1113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC27,619$3.73M0.22%+24713F-HRTimeline
FORTE ASSET MANAGEMENT LLC27,432$3.7M1.89%013F-HRTimeline
Strategic Blueprint, LLC27,418$3.7M0.18%-1,40613F-HRTimeline
SFG Wealth Management, LLC.27,021$3.65M2.2%+13,49813F-HRTimeline
Joel Isaacson & Co., LLC26,954$3.64M0.15%+7913F-HRTimeline
Summit Investment Advisory Services, LLC26,860$3.63M1.58%-1,32913F-HR/ATimeline
Glass Jacobson Investment Advisors llc26,708$3.61M1.39%+59513F-HRTimeline
Dorsey & Whitney Trust CO LLC26,677$3.6M0.19%+1,02513F-HRTimeline
Segment Wealth Management, LLC26,664$3.6M0.23%new13F-HRTimeline
Hoxton Planning & Management, LLC26,463$3.57M1.23%+1,79113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,336$3.56M0.92%+19,94313F-HRTimeline
Drucker Wealth 3.0, LLC25,799$3.52M0.68%+11,48913F-HRTimeline
TFC Financial Management, Inc.25,996$3.51M0.48%+5913F-HRTimeline
N.E.W. Advisory Services LLC25,956$3.51M0.34%+19013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,631$3.46M<0.01%+313F-HRTimelineGroup
Retirement Planning Group, LLC25,615$3.46M0.15%-3,53313F-HRTimeline
Nicholson Meyer Capital Management, Inc.25,508$3.44M2.92%+5,04413F-HRTimeline
Claro Advisors Inc.25,376$3.43M0.57%+5,03013F-HRTimeline
Luminvest Wealth Management LLC25,309$3.42M1.23%new13F-HRTimeline
Strategic Equity Management25,327$3.42M1.26%-69,34613F-HRTimeline
Choate Investment Advisors25,243$3.41M0.07%013F-HRTimeline
ShoreHaven Wealth Partners, LLC25,115$3.39M1.39%-23313F-HRTimeline
NEPC LLC25,076$3.39M0.09%013F-HRTimeline
BridgePort Financial Solutions, LLC25,007$3.38M1.12%+1,31313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,800$3.35M2.43%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC24,740$3.34M0.07%-75813F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC24,724$3.34M2.15%+1,96013F-HRTimeline
May Hill Capital, LLC24,264$3.28M1.08%-12,77913F-HRTimeline
Kings Path Partners LLC24,216$3.27M1.32%+1,34213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC24,017$3.24M0.04%-1,22513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP23,909$3.23M0.48%-8,88113F-HRTimeline
Fiduciary Alliance LLC23,855$3.22M0.24%+1,17013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.23,825$3.22M0.05%-81013F-HRTimelineGroup
Foster Group, Inc.23,714$3.2M0.11%new13F-HRTimeline
Kelly Financial Services LLC23,491$3.17M0.93%+8,05313F-HRTimeline
SCS Capital Management LLC23,359$3.15M0.03%-26913F-HRTimeline
RFP Financial Group LLC23,070$3.12M1.29%-87113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,000$3.11M<0.01%new13F-HRTimeline
RFG Advisory, LLC22,996$3.11M0.07%-1,31313F-HRTimeline
SC&H Financial Advisors, Inc.22,792$3.08M0.53%+1,57913F-HRTimeline
BOKF, NAin group BOKF, NA22,780$3.08M0.05%-1,65213F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA22,696$3.06M0.01%+67713F-HRTimelineGroup
CALTON & ASSOCIATES, INC.22,692$3.06M0.53%+64913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding22,683$3.06M+1,709Timeline
CORRECT CAPITAL WEALTH MANAGEMENT22,684$3.06M0.6%-5013F-HRTimeline
Alta Wealth Advisors LLC22,595$3.05M1.44%+5,10813F-HRTimeline
Tenon Financial LLC22,540$3.04M1.34%013F-HRTimeline
Alliance Wealth Management Group22,148$2.99M0.76%+1,29713F-HRTimeline
GRIES FINANCIAL LLC22,104$2.98M0.54%013F-HRTimeline
Curat Global, LLC21,895$2.96M2.82%+12,66513F-HR/ATimeline
Texas Capital Bank Wealth Management Se…21,753$2.94M0.27%+13,86113F-HRTimeline
Blue Fin Capital, Inc.21,698$2.93M0.5%+6,08113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp21,660$2.92M0.01%+3,77113F-HRTimelineGroup
Buttonwood Financial Advisors Inc.21,413$2.89M1.16%-5513F-HRTimeline
Signature Resources Capital Management,…21,364$2.88M1.75%+16,53213F-HRTimeline
Quadrant Private Wealth Management, LLC21,243$2.87M0.59%-3,29513F-HRTimeline
Financial Engines Advisors L.L.C.21,237$2.87M0.01%+2,09213F-HRTimeline
Mayflower Financial Advisors, LLC21,235$2.87M0.4%+1,09813F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC21,066$2.84M2.65%-11,31413F-HRTimeline
Lauterbach Financial Advisors, LLC21,046$2.84M1.56%+3,92013F-HRTimeline
AE Wealth Management LLC20,928$2.83M0.02%+5,42813F-HRTimeline
AdvisorNet Financial, Inc20,855$2.82M0.18%+27713F-HRTimeline
Clark Asset Management, LLC20,582$2.78M0.38%+1613F-HRTimeline
One Wealth Advisors, LLC20,449$2.76M0.38%+2,60613F-HRTimeline
WealthCollab, LLC20,315$2.74M1.54%+12,39013F-HRTimeline
TKG Advisors, LLC20,160$2.72M1.22%013F-HRTimeline
Mutual Advisors, LLC19,491$2.72M0.07%+1,49513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …19,321$2.71M0.1%+13,76413F-HRTimelineGroup
EP Wealth Advisors, LLC20,063$2.71M0.02%-7,23813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding19,992$2.7MnewTimeline
Maltin Wealth Management, Inc.19,978$2.7M1.21%+66113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…19,930$2.69M0.54%013F-HRTimeline
UNIQUE WEALTH, LLC19,917$2.69M0.43%-9,28213F-HRTimeline
Northwest Bancshares, Inc.19,809$2.68M0.47%-31713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD19,775$2.67M0.01%-91013F-HRTimelineGroup
Keystone Financial Group, Inc.19,425$2.67M1.7%-1,15413F-HRTimeline
Quad-Cities Investment Group, LLC19,659$2.65M1.21%+43113F-HRTimeline
EVOKE WEALTH, LLC19,501$2.63M0.06%013F-HRTimeline
Cascade Financial Partners, LLC19,471$2.63M0.32%+1213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,333$2.61M0.05%+85713F-HRTimelineGroup
Centennial Wealth Advisory LLC19,514$2.6M0.83%new13F-HRTimeline
Snider Financial Group19,160$2.59M0.75%-89013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC19,002$2.57M0.2%-22813F-HR/ATimeline
Carrera Capital Advisors18,861$2.55M0.51%+3,29013F-HRTimeline
Capital Market Strategies LLC18,712$2.53M1.76%-5,11813F-HRTimeline
Schrum Private Wealth Management LLC18,529$2.5M2.01%+1,55013F-HRTimeline
SAGE FINANCIAL GROUP INC18,521$2.5M0.18%-413F-HRTimeline
Convergence Financial, LLC18,501$2.5M0.43%+6,23413F-HRTimeline
IHT Wealth Management, LLC18,492$2.5M0.07%-31113F-HRTimeline
Curi Capital, LLC18,328$2.47M0.05%+16,63913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp18,243$2.46M0.07%+49713F-HRTimelineGroup
Serenus Wealth Advisors, LLC18,198$2.46M0.42%-5,63213F-HRTimeline
Aaron Wealth Advisors LLC18,082$2.44M0.25%-76513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC17,949$2.42M1.94%-1,80813F-HRTimeline
Wealth Group Ltd17,617$2.38M0.61%+1,11213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC17,545$2.37M0.17%-19813F-HRTimeline
Compound Planning, Inc.17,540$2.37M0.09%+2,30013F-HRTimeline
Morling Financial Advisors, LLC17,349$2.34M0.77%-26,24013F-HRTimeline
Archer Investment Corp17,242$2.33M0.56%+613F-HRTimeline
Peak Financial Management, Inc.17,089$2.31M0.66%+2613F-HRTimeline
Magnolia Private Wealth, LLC16,987$2.29M1.78%-3313F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,983$2.29M0.13%-5,32813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…16,981$2.29M0.07%+613F-HRTimelineGroup
Hamilton Capital, LLC16,835$2.27M0.12%013F-HRTimeline
Tranquility Partners, LLC16,805$2.27M0.81%+12813F-HRTimeline
Cherry Tree Wealth Management, LLC16,759$2.26M0.53%+9313F-HRTimeline
Grey Ledge Advisors, LLC16,739$2.26M0.55%+9313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…16,726$2.26M0.01%-1,18513F-HRTimelineGroup
Sowa Financial Group, Inc.16,724$2.26M1.41%-5113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC16,697$2.25M0.06%-2,68713F-HRTimeline
CARDIFF PARK ADVISORS, LLC16,694$2.25M0.19%+4413F-HRTimeline
Sand Hill Global Advisors, LLC16,672$2.25M0.08%013F-HRTimeline
Accredited Investors Inc.16,519$2.23M0.13%-36813F-HRTimeline
GTS SECURITIES LLC16,415$2.22M0.1%new13F-HRTimeline
Consolidated Portfolio Review Corp16,333$2.21M0.31%+24913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.16,312$2.2M<0.01%+7,99713F-HRTimelineGroup
NewEdge Wealth, LLC15,922$2.2M0.03%-49313F-HRTimeline
Centerpoint Advisors, LLC16,230$2.19M0.74%+1,26713F-HRTimeline
Manuka Financial, LLC15,954$2.15M1.17%new13F-HRTimeline
World Investment Advisors15,853$2.14M0.05%+98813F-HRTimeline
Perigon Wealth Management, LLC15,823$2.14M0.05%+1,37913F-HRTimeline
Summit X, LLC15,783$2.13M0.4%+59413F-HRTimeline
Trivium Point Advisory, LLC15,701$2.12M0.23%-1,08913F-HRTimeline
McGlone Suttner Wealth Management, Inc.15,670$2.12M0.32%013F-HRTimeline
CW Advisors, LLC15,646$2.11M0.02%+2,86113F-HRTimeline
BIP Wealth, LLC15,640$2.11M0.13%+10913F-HRTimeline
Invst, LLC15,603$2.11M0.26%new13F-HRTimeline
Guidance Point Advisors, LLC15,496$2.09M0.54%+113F-HRTimeline
Csenge Advisory Group16,245$2.09M0.11%-3,13213F-HRTimeline
Bordeaux Wealth Advisors LLC15,434$2.08M0.27%013F-HRTimeline
Objective Capital Management, LLC15,365$2.07M2.33%+1913F-HRTimeline
Valeo Financial Advisors, LLC15,359$2.07M0.05%+67813F-HR/ATimeline
Financial Architects, LLC15,280$2.06M1.25%+9,78013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,253$2.06M0.03%-10013F-HRTimelineGroup
Talisman Wealth Advisors LLC15,198$2.05M1.87%+48413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,026$2.03M0.1%-40213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15,011$2.03M<0.01%+1,27713F-HRTimelineGroup
ABLE Financial Group, LLC14,974$2.02M0.49%+11,09913F-HRTimeline
WEALTH EFFECTS LLC14,945$2.02M0.76%-9113F-HRTimeline
ZWJ INVESTMENT COUNSEL INC14,941$2.02M0.08%-1,03413F-HRTimeline
First Interstate Bank14,908$2.01M0.12%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.14,756$1.99M0.05%+3,67913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,735$1.99M0.05%+2,61613F-HRTimeline
Destiny Wealth Partners, LLC14,732$1.99M0.27%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC14,519$1.96M0.7%013F-HRTimeline
Cyndeo Wealth Partners, LLC14,477$1.95M0.12%+1,77813F-HRTimeline
Whitcomb & Hess, Inc.14,355$1.94M0.55%-63113F-HRTimeline
Walkner Condon Financial Advisors LLC14,326$1.93M0.36%+23713F-HRTimeline
Elevation Capital Advisory, LLC14,313$1.93M0.77%new13F-HRTimeline
SIGNATUREFD, LLC14,297$1.93M0.03%-1,70613F-HRTimeline
Icon Wealth Advisors, LLC13,880$1.87M0.13%013F-HRTimeline
Compass Ion Advisors, LLC13,866$1.87M0.2%+113F-HRTimeline
Caliber Wealth Management, LLC / KS13,808$1.86M0.2%-4713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC13,632$1.84M1.47%+1,18613F-HRTimeline
Klingman & Associates, LLC13,606$1.84M0.1%+20113F-HRTimeline
Patten Group, Inc.13,586$1.83M0.39%-37013F-HRTimeline
KOM Wealth Management Group, LLC13,471$1.82M1.44%-25113F-HRTimeline
Northstar Financial Companies, Inc.13,458$1.82M1.89%new13F-HRTimeline
BlueStem Wealth Partners, LLC13,226$1.79M0.22%-34213F-HRTimeline
Stephenson & Company, Inc.13,202$1.78M1.08%013F-HRTimeline
Rosenberg Matthew Hamilton13,153$1.78M0.41%-90613F-HRTimeline
Prosperity Planning, Inc.13,048$1.76M0.51%-1913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…13,045$1.76M0.02%013F-HRTimelineGroup
Westside Investment Management, Inc.13,037$1.76M0.33%+19213F-HRTimeline
MJT & Associates Financial Advisory Gro…13,018$1.76M2.18%new13F-HR/ATimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC12,862$1.75M0.2%-3,62513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,840$1.73M0.03%+9,02513F-HRTimeline
Dynamic Advisor Solutions LLC12,837$1.73M0.05%+1,88613F-HRTimeline
Hobbs Group Advisors, LLC12,712$1.72M0.59%-26313F-HRTimeline
Bogart Wealth, LLC12,687$1.71M0.07%+10413F-HRTimeline
SageView Advisory Group, LLC12,178$1.7M0.06%-23213F-HRTimeline
Pasadena Private Wealth, LLC12,551$1.69M0.29%+1,83513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,525$1.69M0.5%+10,76813F-HRTimeline
Parkside Investments, LLC12,299$1.66M0.23%-1,59513F-HRTimeline
My Personal CFO, LLC12,287$1.66M0.75%013F-HRTimeline
Aft, Forsyth & Sober, LLC12,275$1.66M0.56%013F-HRTimeline