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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,509 managers (1,523 13F filers) reported a position in ITOT shares at 2025-09-30, 334,291,678 shares in all. 99 filers opened a position and 47 filers sold out during the quarter.

Managers
1,509
13F filers
1,523
New
99
Added
527
Reduced
539
Sold out
47
Shares held by filers
334,291,678

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…33,740$4.91M0.25%-31013F-HRTimeline
Wedmont Private Capital33,433$4.89M0.18%+13013F-HRTimeline
GWN SECURITIES INC.33,256$4.85M1.12%+2,15813F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…33,172$4.83M3.62%013F-HRTimeline
Glen Eagle Advisors, LLC33,159$4.83M0.67%+1,31813F-HRTimeline
PENNINGTON PARTNERS & CO., LLC32,993$4.81M2.28%+213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC32,865$4.79M0.01%013F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding32,616$4.75M+12,624Timeline
Samalin Investment Counsel, LLC32,594$4.75M1.64%+2013F-HRTimeline
GSG Advisors LLC31,901$4.66M1.23%+15813F-HRTimeline
Montecito Bank & Trust31,613$4.6M0.72%13F-HRTimeline
GTS SECURITIES LLC31,597$4.6M0.18%+15,18213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding31,409$4.57M-16Timeline
Walkner Condon Financial Advisors LLC30,822$4.49M0.71%+16,49613F-HRTimeline
TFO Wealth Partners, LLC30,317$4.42M0.72%-1513F-HRTimeline
B. Riley Wealth Advisors, Inc.29,957$4.36M0.21%-1,82913F-HRTimeline
Aspen Wealth Management LLC29,809$4.34M0.96%+6713F-HRTimeline
JSF Financial, LLC29,368$4.28M0.95%-2,93813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC29,054$4.23M1.54%+71213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,700$4.18M0.01%new13F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC28,483$4.15M0.66%+5113F-HRTimeline
Alliance Wealth Management Group28,360$4.13M0.92%+6,21213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC28,165$4.1M0.01%013F-HRTimelineGroup
Able Wealth Management LLC28,137$4.1M1.54%+11713F-HRTimeline
Hoxton Planning & Management, LLC28,134$4.1M1.32%+1,67113F-HRTimeline
Symphony Financial Services, Inc.28,077$4.09M2.2%+3213F-HRTimeline
Gladstone Institutional Advisory LLC27,870$4.06M0.16%-65613F-HRTimeline
Clark Asset Management, LLC27,834$4.05M0.47%+7,25213F-HRTimeline
Fortress Financial Solutions, LLC27,782$4.05M4.41%-69213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC27,612$4.02M0.03%+3,59513F-HRTimeline
FORTE ASSET MANAGEMENT LLC27,502$4.01M1.93%+7013F-HRTimeline
PRIVATE TRUST CO NA27,223$3.97M0.35%-40513F-HRTimeline
Joel Isaacson & Co., LLC27,031$3.94M0.14%+7713F-HRTimeline
N.E.W. Advisory Services LLC26,947$3.92M0.35%+99113F-HRTimeline
Summit Investment Advisory Services, LLC26,893$3.92M1.56%+3313F-HR/ATimeline
Claro Advisors Inc.26,841$3.91M0.57%+1,46513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,784$3.9M0.9%+44813F-HRTimeline
Dorsey & Whitney Trust CO LLC26,677$3.89M0.21%013F-HRTimeline
Segment Wealth Management, LLC26,665$3.88M0.23%+113F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC26,299$3.83M2.25%+1,57513F-HRTimeline
Glass Jacobson Investment Advisors llc26,297$3.83M1.39%-41113F-HRTimeline
TUDOR INVESTMENT CORP ET AL26,279$3.83M0.02%-43,33513F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,103$3.8M<0.01%+47213F-HRTimelineGroup
TFC Financial Management, Inc.25,945$3.78M0.48%-5113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT25,888$3.77M0.69%+3,20413F-HRTimeline
Drucker Wealth 3.0, LLC25,799$3.76M0.67%013F-HRTimeline
Blue Fin Capital, Inc.25,536$3.72M0.58%+3,83813F-HRTimeline
Luminvest Wealth Management LLC25,486$3.71M1.21%+17713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC25,367$3.69M0.21%-2,25213F-HRTimeline
Alta Wealth Advisors LLC25,305$3.69M1.32%+2,71013F-HRTimeline
Choate Investment Advisors25,243$3.68M0.08%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,199$3.67M<0.01%-2,93313F-HRTimelineGroup
BridgePort Financial Solutions, LLC25,179$3.67M0.99%+17213F-HRTimeline
Nicholson Meyer Capital Management, Inc.25,162$3.66M2.82%-34613F-HRTimeline
NEPC LLC25,076$3.65M0.1%013F-HRTimeline
Strategic Equity Management24,936$3.63M1.35%-39113F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,800$3.61M2.45%013F-HRTimeline
Rather & Kittrell, Inc.24,481$3.57M0.62%-3,97313F-HRTimeline
Carr Financial Group Corp24,368$3.55M0.97%-4,84713F-HRTimeline
Kings Path Partners LLC24,217$3.53M1.3%+113F-HRTimeline
ShoreHaven Wealth Partners, LLC24,210$3.53M1.3%-90513F-HRTimeline
FORMULATE FINANCIAL LLC23,956$3.49M4.33%13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.23,828$3.47M0.03%+313F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP23,714$3.45M0.49%-19513F-HRTimeline
Badgley Phelps Wealth Managers, LLC23,697$3.45M0.07%-1,04313F-HRTimeline
Curat Global, LLC23,451$3.41M3.2%+1,55613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA23,398$3.41M0.01%+70213F-HRTimelineGroup
SCS Capital Management LLC23,354$3.4M0.04%-513F-HRTimeline
Carrera Capital Advisors23,329$3.4M0.61%+4,46813F-HRTimeline
Retirement Planning Group, LLC23,189$3.38M0.12%-2,42613F-HRTimeline
Foster Group, Inc.23,135$3.37M0.11%-57913F-HRTimeline
RFG Advisory, LLC22,870$3.33M0.07%-12613F-HRTimeline
SC&H Financial Advisors, Inc.22,710$3.31M0.54%-8213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding22,705$3.31M+22Timeline
Tenon Financial LLC22,540$3.28M1.69%013F-HRTimeline
RFP Financial Group LLC25,301$3.28M1.34%+2,23113F-HRTimeline
Fiduciary Alliance LLC22,433$3.27M0.22%-1,42213F-HRTimeline
CALTON & ASSOCIATES, INC.22,401$3.26M0.49%-29113F-HRTimeline
Discipline Wealth Solutions, LLC22,231$3.24M0.85%+17,69913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,084$3.22M0.04%+9,24413F-HRTimeline
AE Wealth Management LLC21,698$3.16M0.02%+77013F-HRTimeline
BOKF, NAin group BOKF, NA21,692$3.16M0.05%-1,08813F-HRTimelineGroup
SFG Wealth Management, LLC.21,626$3.15M1.36%-5,39513F-HRTimeline
Kelly Financial Services LLC21,547$3.14M0.81%-1,94413F-HRTimeline
May Hill Capital, LLC21,532$3.14M0.92%-2,73213F-HRTimeline
Signature Resources Capital Management,…21,364$3.11M1.7%013F-HRTimeline
Mayflower Financial Advisors, LLC21,321$3.11M0.39%+8613F-HRTimeline
PFG Advisors21,270$3.1M0.13%new13F-HRTimeline
Quadrant Private Wealth Management, LLC21,150$3.08M0.56%-9313F-HRTimeline
Lauterbach Financial Advisors, LLC20,994$3.06M1.54%-5213F-HRTimeline
Buttonwood Financial Advisors Inc.20,939$3.05M1.05%-47413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,861$3.04M0.05%+1,52813F-HRTimelineGroup
Curi Capital, LLC20,819$3.03M0.06%+2,49113F-HRTimeline
AdvisorNet Financial, Inc20,416$2.97M0.17%-43913F-HRTimeline
One Wealth Advisors, LLC20,370$2.97M0.37%-7913F-HRTimeline
WealthCollab, LLC20,316$2.96M1.36%+113F-HRTimeline
TKG Advisors, LLC20,160$2.94M1.26%013F-HRTimeline
IHT Wealth Management, LLC19,931$2.9M0.07%+1,43913F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…19,930$2.9M0.55%013F-HRTimeline
UNIQUE WEALTH, LLC19,918$2.9M0.43%+113F-HRTimeline
Maltin Wealth Management, Inc.19,873$2.89M1.2%-10513F-HRTimeline
Mutual Advisors, LLC19,692$2.89M0.06%+20113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD19,775$2.88M0.01%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.19,736$2.87M0.01%-1,50113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …19,275$2.87M0.1%-4613F-HRTimelineGroup
Empowered Funds, LLC19,645$2.86M0.03%new13F-HRTimeline
Snider Financial Group19,559$2.85M0.78%+39913F-HRTimeline
EVOKE WEALTH, LLC19,500$2.84M0.06%-113F-HRTimeline
Cascade Financial Partners, LLC19,495$2.84M0.33%+2413F-HRTimeline
Schrum Private Wealth Management LLC19,488$2.84M2.08%+95913F-HRTimeline
Quad-Cities Investment Group, LLC19,332$2.82M1.2%-32713F-HRTimeline
Serenus Wealth Advisors, LLC19,292$2.81M0.48%+1,09413F-HRTimeline
Great Point Wealth Advisors, LLC19,275$2.81M0.53%13F-HRTimeline
Consolidated Portfolio Review Corp19,260$2.81M0.35%+2,92713F-HRTimeline
Northwest Bancshares, Inc.19,229$2.8M0.47%-58013F-HRTimeline
SAGE FINANCIAL GROUP INC18,921$2.76M0.19%+40013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,623$2.71M0.06%+1,92613F-HRTimeline
Elevation Capital Advisory, LLC18,614$2.71M1.08%+4,30113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp18,406$2.68M0.07%+16313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC18,246$2.66M0.01%+3,23513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.18,203$2.65M0.13%+1,22013F-HRTimeline
Keystone Financial Group, Inc.18,099$2.64M1.49%-1,32613F-HRTimeline
Venturi Wealth Management, LLC17,988$2.62M0.12%new13F-HRTimeline
Parkwoods Wealth Partners, LLC17,481$2.55M0.87%new13F-HRTimeline
Morling Financial Advisors, LLC17,349$2.53M0.84%013F-HRTimeline
Wealth Group Ltd17,250$2.51M0.58%-36713F-HRTimeline
Peak Financial Management, Inc.17,171$2.5M0.66%+8213F-HRTimeline
Archer Investment Corp17,171$2.5M0.56%-7113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC16,859$2.48M0.25%+3,99713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17,017$2.48M0.07%+3613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC16,975$2.47M0.11%+1,94913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC16,816$2.45M0.16%-72913F-HRTimeline
CARDIFF PARK ADVISORS, LLC16,786$2.44M0.19%+9213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…16,779$2.44M0.01%+5313F-HRTimelineGroup
Sowa Financial Group, Inc.16,734$2.44M1.37%+1013F-HRTimeline
Cherry Tree Wealth Management, LLC16,683$2.43M0.53%-7613F-HRTimeline
Manuka Financial, LLC16,422$2.39M1.49%+46813F-HRTimeline
LaSalle St. Investment Advisors, LLC16,395$2.39M0.43%+4,57213F-HRTimeline
Centerpoint Advisors, LLC16,242$2.37M0.73%+1213F-HRTimeline
BIRCH FINANCIAL GROUP, LLC16,104$2.35M1.38%-1,84513F-HRTimeline
Accredited Investors Inc.16,026$2.33M0.13%-49313F-HRTimeline
Convergence Financial, LLC16,011$2.33M0.35%-2,49013F-HRTimeline
Aaron Wealth Advisors LLC15,970$2.33M0.14%-2,11213F-HRTimeline
Csenge Advisory Group15,927$2.32M0.11%-31813F-HRTimeline
Tranquility Partners, LLC15,872$2.31M0.78%-93313F-HRTimeline
Talisman Wealth Advisors LLC15,829$2.31M1.91%+63113F-HRTimeline
Grey Ledge Advisors, LLC15,767$2.3M0.52%-97213F-HRTimeline
McGlone Suttner Wealth Management, Inc.15,668$2.28M0.32%-213F-HRTimeline
NewEdge Wealth, LLC15,417$2.28M0.03%-50513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,605$2.27M<0.01%-70713F-HRTimelineGroup
BIP Wealth, LLC15,574$2.27M0.11%-6613F-HRTimeline
Guidance Point Advisors, LLC15,482$2.26M0.54%-1413F-HRTimeline
Trivium Point Advisory, LLC15,475$2.25M0.23%-22613F-HRTimeline
Objective Capital Management, LLC15,390$2.24M2.32%+2513F-HRTimeline
Financial Architects, LLC15,280$2.23M1.27%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,253$2.22M0.03%013F-HRTimelineGroup
Compound Planning, Inc.14,958$2.18M0.07%-2,58213F-HRTimeline
ZWJ INVESTMENT COUNSEL INC14,857$2.16M0.08%-8413F-HRTimeline
World Investment Advisors14,816$2.16M0.04%-1,03713F-HRTimeline
WEALTH EFFECTS LLC14,751$2.15M0.69%-19413F-HRTimeline
Destiny Wealth Partners, LLC14,732$2.15M0.26%013F-HRTimeline
SIGNATUREFD, LLC14,681$2.14M0.03%+38413F-HRTimeline
Perigon Wealth Management, LLC14,605$2.13M0.04%-1,21813F-HRTimeline
Financial Management Professionals, Inc.14,566$2.12M0.22%new13F-HRTimeline
Cyndeo Wealth Partners, LLC14,463$2.11M0.12%-1413F-HRTimeline
Pasadena Private Wealth, LLC14,341$2.09M0.3%+1,79013F-HRTimeline
Valeo Financial Advisors, LLC14,337$2.09M0.05%-1,02213F-HRTimeline
First Interstate Bank14,208$2.07M0.11%-70013F-HRTimeline
ABLE Financial Group, LLC14,036$2.04M0.44%-93813F-HRTimeline
Compass Ion Advisors, LLC14,011$2.04M0.2%+14513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC13,971$2.03M1.46%+33913F-HRTimeline
Centennial Wealth Advisory LLC13,884$2.02M0.56%-5,63013F-HRTimeline
TD Waterhouse Canada Inc.13,834$2.02M0.01%+2,63313F-HRTimeline
Icon Wealth Advisors, LLC13,880$2.02M0.14%013F-HRTimeline
Whitcomb & Hess, Inc.13,720$2M0.51%-63513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,417$1.95M0.04%-1,31813F-HRTimeline
BlueStem Wealth Partners, LLC13,357$1.95M0.22%+13113F-HRTimeline
Dynamic Advisor Solutions LLC13,285$1.93M0.06%+44813F-HRTimeline
Stephenson & Company, Inc.13,202$1.92M1.1%013F-HRTimeline
Balentine LLC13,198$1.92M0.07%+7,07813F-HRTimeline
KOM Wealth Management Group, LLC13,125$1.91M1.45%-34613F-HRTimeline
Westside Investment Management, Inc.13,003$1.89M0.3%-3413F-HRTimeline
Prosperity Planning, Inc.12,989$1.89M0.51%-5913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…12,913$1.88M0.02%-13213F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…12,869$1.87M0.22%+63713F-HRTimeline
Berman McAleer LLC12,812$1.87M0.26%13F-HRTimeline
Hobbs Group Advisors, LLC12,716$1.85M0.58%+413F-HRTimeline
Bogart Wealth, LLC12,713$1.85M0.08%+2613F-HRTimeline
Prosperity Consulting Group, LLC12,650$1.84M0.09%new13F-HRTimeline
Northstar Financial Companies, Inc.12,633$1.84M1.7%-82513F-HRTimeline
Patten Group, Inc.12,513$1.82M0.35%-1,07313F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM12,444$1.81M0.22%013F-HRTimelineGroup
Parkside Investments, LLC12,289$1.79M0.22%-1013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,282$1.79M0.13%+40713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO12,262$1.79M0.04%+6,56613F-HRTimeline
Rosenberg Matthew Hamilton12,230$1.78M0.39%-92313F-HRTimeline
Gryphon Financial Partners LLC12,217$1.78M0.2%+413F-HRTimeline
Regency Capital Management Inc.\DE12,201$1.78M0.85%+1,40113F-HRTimeline
SageView Advisory Group, LLC12,119$1.77M0.06%-5913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,071$1.76M0.02%-12313F-HRTimelineGroup