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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,635 managers (1,650 13F filers) reported a position in ITOT shares at 2025-12-31, 341,287,389 shares in all. 92 filers opened a position and 63 filers sold out during the quarter.

Managers
1,635
13F filers
1,650
New
92
Added
553
Reduced
545
Sold out
63
Shares held by filers
341,287,389

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Vontobel Holding Ltd.in group Vontobel Holding Ltd.36,997$5.5M0.02%-1,42213F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…36,922$5.49M0.49%-1,61613F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC36,465$5.42M2.21%-2,53313F-HRTimeline
Keystone Financial Group36,460$5.42M0.4%-81613F-HRTimeline
Accurate Wealth Management, LLC35,678$5.42M0.69%+59213F-HRTimeline
MA Private Wealth36,334$5.4M0.9%-2,79013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding36,286$5.4M+3,670Timeline
Western Wealth Management, LLC36,141$5.37M0.25%+7713F-HRTimeline
GWN SECURITIES INC.35,819$5.33M1.08%+2,56313F-HRTimeline
EP Wealth Advisors, LLC35,698$5.31M0.03%13F-HRTimeline
Legacy Financial Group LLC35,410$5.31M0.66%+83313F-HRTimeline
NYL Investors LLC35,215$5.24M1.78%-9113F-HRTimeline
CFS Investment Advisory Services, LLC34,759$5.17M0.38%+14513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC34,560$5.14M1.9%+5,50613F-HRTimeline
World Investment Advisors34,549$5.14M0.08%+19,73313F-HR/ATimeline
Allie Family Office LLC34,511$5.13M2.4%-34013F-HRTimeline
Fonville Wealth Management LLC34,167$5.08M1.04%-1,36213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC33,849$5.03M1.24%-20,68313F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…33,172$5.01M3.64%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…33,715$5.01M0.26%-2513F-HRTimeline
DOLIVER ADVISORS, LP33,699$5.01M1.25%-37113F-HRTimeline
Hoxton Planning & Management, LLC33,579$4.99M1.49%+5,44513F-HRTimeline
Samalin Investment Counsel, LLC33,416$4.97M1.76%+82213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,403$4.97M0.06%+12,54213F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC32,995$4.91M1.97%+213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC32,865$4.89M0.01%013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC32,457$4.83M0.04%+4,84513F-HRTimeline
GSG Advisors LLC32,217$4.79M1.24%+31613F-HRTimeline
SVB WEALTH LLC31,762$4.72M0.28%-20,08713F-HRTimeline
Montecito Bank & Trust31,628$4.7M0.75%+1513F-HRTimeline
Shepherd Street Advisors LLC31,463$4.68M4.49%13F-HRTimeline
SmartHarvest Portfolios, LLC31,422$4.67M1.62%13F-HRTimeline
Connecticut Capital Management Group, L…31,154$4.63M4.43%13F-HRTimeline
PITCAIRN COgroup of 2 filers holding31,146$4.63M+28,204Timeline
J.W. COLE ADVISORS, INC.63,148$4.6M0.11%-84513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding30,916$4.6M-493Timeline
TFO Wealth Partners, LLC30,371$4.52M0.68%+5413F-HRTimeline
Aspen Wealth Management LLC29,887$4.44M0.93%+7813F-HRTimeline
Virtue Capital Management, LLC29,290$4.37M0.67%+27,19713F-HR/ATimeline
SENTINEL PENSION ADVISORS, LLC29,232$4.35M0.67%+74913F-HRTimeline
Blue Fin Capital, Inc.29,084$4.32M0.67%+3,54813F-HRTimeline
Alliance Wealth Management Group28,805$4.28M0.94%+44513F-HRTimeline
Symphony Financial Services, Inc.28,528$4.24M2.17%+45113F-HRTimeline
Able Wealth Management LLC28,450$4.23M1.34%+31313F-HRTimeline
B. Riley Wealth Advisors, Inc.28,315$4.21M0.2%-1,64213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC28,165$4.19M0.01%013F-HRTimelineGroup
Claro Advisors Inc.28,098$4.18M0.57%+1,25713F-HRTimeline
FORTE ASSET MANAGEMENT LLC28,011$4.16M1.89%+50913F-HRTimeline
Clark Asset Management, LLC27,866$4.14M0.43%+3213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC27,704$4.12M2.31%+1,40513F-HRTimeline
Fortress Financial Solutions, LLC27,666$4.11M4.21%-11613F-HRTimeline
JSF Financial, LLC27,579$4.1M0.85%-1,78913F-HRTimeline
Vericrest Private Wealth27,518$4.09M3.64%13F-HRTimeline
PRIVATE TRUST CO NA27,342$4.07M0.36%+11913F-HRTimeline
Joel Isaacson & Co., LLC27,120$4.03M0.13%+8913F-HRTimeline
Alta Wealth Advisors LLC27,033$4.02M1.34%+1,72813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,817$3.99M0.86%+3313F-HRTimeline
Summit Investment Advisory Services, LLC26,804$3.99M1.5%-8913F-HRTimeline
Segment Wealth Management, LLC26,736$3.98M0.23%+7113F-HRTimeline
Dorsey & Whitney Trust CO LLC26,677$3.97M0.21%013F-HRTimeline
Climber Capital SA32,482$3.94M2.57%13F-HRTimeline
Carrera Capital Advisors26,340$3.92M0.66%+3,01113F-HRTimeline
Drucker Wealth 3.0, LLC26,074$3.88M0.68%+27513F-HRTimeline
N.E.W. Advisory Services LLC26,072$3.88M0.29%-87513F-HRTimeline
Belleair Asset Management, LLC25,893$3.85M3.67%13F-HRTimeline
TFC Financial Management, Inc.25,651$3.81M0.48%-29413F-HRTimeline
Strategic Blueprint, LLC25,579$3.8M0.22%-35,20913F-HRTimeline
BridgePort Financial Solutions, LLC25,485$3.79M1.02%+30613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding25,288$3.76M+2,583Timeline
IHT Wealth Management, LLC25,256$3.76M0.09%+5,32513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC25,259$3.76M0.21%-10813F-HRTimeline
Nicholson Meyer Capital Management, Inc.25,244$3.75M2.84%+8213F-HRTimeline
Choate Investment Advisors25,243$3.75M0.07%013F-HRTimeline
Curat Global, LLC25,161$3.74M4.16%+1,71013F-HRTimeline
NEPC LLC25,076$3.73M0.08%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,800$3.69M2.45%013F-HRTimeline
NewEdge Wealth, LLC24,712$3.67M0.04%+9,29513F-HRTimeline
Badgley Phelps Wealth Managers, LLC24,611$3.66M0.07%+91413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …24,472$3.64M0.03%13F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc24,443$3.63M1.31%-1,85413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC24,437$3.63M0.01%-1,66613F-HRTimelineGroup
Carr Financial Group Corp24,347$3.62M0.96%-2113F-HRTimeline
Gladstone Institutional Advisory LLC24,265$3.61M0.14%-3,60513F-HRTimeline
Rather & Kittrell, Inc.24,235$3.6M0.58%-24613F-HRTimeline
ShoreHaven Wealth Partners, LLC24,210$3.6M1.29%013F-HRTimeline
Kings Path Partners LLC24,172$3.59M1.26%-4513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC23,744$3.59M0.34%+6,88513F-HRTimeline
Retirement Planning Group, LLC24,053$3.58M0.12%+86413F-HRTimeline
FORMULATE FINANCIAL LLC23,940$3.56M4.17%-1613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.23,833$3.54M0.03%+513F-HRTimelineGroup
Foster Group, Inc.23,628$3.51M0.11%+49313F-HRTimeline
SCS Capital Management LLC23,596$3.51M0.04%+24213F-HRTimeline
Fiduciary Alliance LLC23,291$3.46M0.23%+85813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA23,260$3.46M0.01%-13813F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC23,094$3.43M0.07%+4,47113F-HRTimeline
Strategic Equity Management22,956$3.41M1.16%-1,98013F-HRTimeline
Godfrey Financial Associates, Inc.22,619$3.36M2.92%13F-HRTimeline
Tenon Financial LLC22,540$3.35M1.41%013F-HRTimeline
SC&H Financial Advisors, Inc.22,389$3.33M0.52%-32113F-HRTimeline
Compound Planning, Inc.22,347$3.32M0.1%+7,38913F-HRTimeline
RFG Advisory, LLC22,003$3.27M0.06%-86713F-HRTimeline
Discipline Wealth Solutions, LLC21,946$3.26M0.6%-28513F-HRTimeline
AE Wealth Management LLC21,936$3.26M0.02%+23813F-HRTimeline
SFG Wealth Management, LLC.21,684$3.22M1.27%+5813F-HRTimeline
CALTON & ASSOCIATES, INC.21,600$3.21M0.47%-80113F-HRTimeline
One Wealth Advisors, LLC21,600$3.21M0.39%+1,23013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp21,599$3.21M0.01%-17,42513F-HR/ATimelineGroup
Mayflower Financial Advisors, LLC21,595$3.21M0.39%+27413F-HRTimeline
May Hill Capital, LLC21,586$3.21M0.87%+5413F-HR/ATimeline
Saxony Capital Management, LLC21,410$3.18M1.95%+15,82813F-HRTimeline
Signature Resources Capital Management,…21,364$3.18M1.61%013F-HRTimeline
Quadrant Private Wealth Management, LLC21,351$3.17M0.52%+20113F-HRTimeline
Luminvest Wealth Management LLC21,351$3.17M0.88%-4,13513F-HRTimeline
BOKF, NAin group BOKF, NA21,217$3.15M0.05%-47513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC20,983$3.12M0.43%-9,83913F-HRTimeline
GTS SECURITIES LLC20,807$3.09M0.11%-10,79013F-HRTimeline
Lauterbach Financial Advisors, LLC20,700$3.08M1.51%-29413F-HRTimeline
Curi Capital, LLC20,684$3.08M0.05%-13513F-HRTimeline
PFG Advisors20,630$3.07M0.15%-64013F-HRTimeline
Prosperity Consulting Group, LLC20,628$3.07M0.14%+7,97813F-HRTimeline
Buttonwood Financial Advisors Inc.20,555$3.06M1.02%-38413F-HRTimeline
UNIQUE WEALTH, LLC20,491$3.05M0.43%+57313F-HRTimeline
AdvisorNet Financial, Inc20,429$3.04M0.16%+1313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …20,010$3.03M0.1%+73513F-HRTimelineGroup
Maltin Wealth Management, Inc.20,384$3.03M1.21%+51113F-HRTimeline
Kelly Financial Services LLC20,290$3.02M0.76%-1,25713F-HRTimeline
TKG Advisors, LLC20,160$3M1.21%013F-HRTimeline
WealthCollab, LLC20,076$2.99M1.22%-24013F-HRTimeline
Schrum Private Wealth Management LLC20,040$2.98M2.2%+55213F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…19,930$2.96M0.54%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.19,863$2.95M0.11%+1,66013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD19,775$2.94M0.01%013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP19,547$2.91M0.4%-4,16713F-HRTimeline
Mutual Advisors, LLC19,523$2.9M0.06%-16913F-HRTimeline
EVOKE WEALTH, LLC19,501$2.9M0.06%+113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC19,485$2.9M<0.01%+10,33613F-HRTimelineGroup
Serenus Wealth Advisors, LLC19,292$2.87M0.56%013F-HRTimeline
Northwest Bancshares, Inc.19,015$2.83M0.55%-21413F-HRTimeline
Great Point Wealth Advisors, LLC18,926$2.81M0.51%-34913F-HRTimeline
Quad-Cities Investment Group, LLC18,903$2.81M1.16%-42913F-HRTimeline
LaSalle St. Investment Advisors, LLC18,693$2.78M0.45%+2,29813F-HRTimeline
Broad Run Investment Management, LLC18,657$2.77M0.52%new13F-HRTimeline
Snider Financial Group18,581$2.76M0.74%-97813F-HRTimeline
Cooper Financial Group18,571$2.76M0.29%+10,12613F-HRTimeline
Cornerstone Wealth Group, LLC18,482$2.75M0.19%-17,20213F-HRTimeline
Range Advisory, LLC18,306$2.72M0.7%13F-HRTimeline
Tranquility Partners, LLC18,196$2.71M0.97%+2,32413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18,168$2.7M0.01%-7813F-HRTimelineGroup
Keystone Financial Group, Inc.18,146$2.7M1.41%+4713F-HRTimeline
SAGE FINANCIAL GROUP INC18,112$2.69M0.18%-80913F-HRTimeline
Perigon Wealth Management, LLC18,066$2.69M0.05%+3,46113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,984$2.67M0.03%-4,10013F-HRTimeline
Parkwoods Wealth Partners, LLC17,951$2.67M0.79%+47013F-HRTimeline
Venturi Wealth Management, LLC17,938$2.67M0.12%-5013F-HRTimeline
Cascade Financial Partners, LLC17,900$2.66M0.27%-1,59513F-HRTimeline
Financial Engines Advisors L.L.C.17,831$2.65M0.01%-1,90513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp17,486$2.6M0.07%-92013F-HRTimelineGroup
Morling Financial Advisors, LLC17,478$2.6M0.82%+12913F-HRTimeline
Asset One Wealth Management LLC17,086$2.59M0.36%13F-HRTimeline
Flywheel Private Wealth LLC17,323$2.58M1.61%+8,31513F-HRTimeline
Convergence Financial, LLC17,057$2.54M0.37%+1,04613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17,027$2.53M0.07%+1013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC17,006$2.53M0.12%+3113F-HRTimeline
Peak Financial Management, Inc.16,990$2.53M0.65%-18113F-HRTimeline
Centerpoint Advisors, LLC16,953$2.52M0.78%+71113F-HRTimeline
Archer Investment Corp16,948$2.52M0.57%-22313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC16,851$2.51M0.16%+3513F-HRTimeline
Hamilton Capital, LLC16,835$2.5M0.13%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC16,742$2.49M0.21%-4413F-HRTimeline
Wealth Group Ltd16,691$2.48M0.56%-55913F-HRTimeline
Sowa Financial Group, Inc.16,637$2.47M1.29%-9713F-HRTimeline
Cherry Tree Wealth Management, LLC16,497$2.45M0.52%-18613F-HRTimeline
XY Planning Network, Inc.16,494$2.45M0.43%+8,93113F-HRTimeline
Regency Capital Management Inc.\DE16,486$2.45M1.02%+4,28513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,278$2.42M0.06%-106,59413F-HRTimelineGroup
Tempo Wealth, LLC16,246$2.42M0.43%13F-HRTimeline
Riverbend Wealth Management, LLC15,954$2.37M1.49%+4,53613F-HRTimeline
Savvy Advisors, Inc.15,936$2.37M0.08%+6,66113F-HRTimeline
Asempa Wealth Advisors15,896$2.36M2.04%13F-HRTimeline
Csenge Advisory Group15,890$2.36M0.11%-3713F-HRTimeline
Midwest Trust Co15,653$2.33M0.03%+5,04813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,501$2.3M<0.01%-10413F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.15,480$2.3M0.31%-18813F-HRTimeline
Objective Capital Management, LLC15,473$2.3M2.34%+8313F-HRTimeline
Accredited Investors Inc.15,405$2.29M0.12%-62113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,316$2.28M0.01%-1,46313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC15,285$2.27M0.11%+11,91913F-HRTimeline
Financial Architects, LLC15,280$2.27M1.22%013F-HRTimeline
Guidance Point Advisors, LLC15,242$2.27M0.53%-24013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC15,165$2.25M1.29%-93913F-HRTimeline
Destiny Wealth Partners, LLC14,732$2.23M0.26%013F-HRTimeline
Trivium Point Advisory, LLC14,962$2.22M0.22%-51313F-HRTimeline
Talisman Wealth Advisors LLC14,928$2.22M1.73%-90113F-HRTimeline
SIGNATUREFD, LLC14,887$2.21M0.03%+20613F-HRTimeline
WEALTH EFFECTS LLC14,751$2.19M0.69%013F-HRTimeline
Vistica Wealth Advisors, LLC14,741$2.19M2.18%13F-HRTimeline
Bogart Wealth, LLC14,664$2.18M0.09%+1,95113F-HRTimeline
Pasadena Private Wealth, LLC14,611$2.17M0.3%+27013F-HRTimeline
Financial Management Professionals, Inc.14,566$2.17M0.22%013F-HRTimeline
Grey Ledge Advisors, LLC14,492$2.15M0.49%-1,27513F-HRTimeline