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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,612 managers (1,631 13F filers) reported a position in ITOT shares at 2026-03-31, 361,645,579 shares in all. 91 filers opened a position and 103 filers sold out during the quarter.

Managers
1,612
13F filers
1,631
New
91
Added
619
Reduced
535
Sold out
103
Shares held by filers
361,645,579

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Prospera Financial Services Inc35,431$5.05M0.08%-2,60313F-HRTimeline
Allie Family Office LLC35,326$5.03M2.19%+81513F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.35,157$5.01M0.02%-1,84013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,142$5.01M0.05%+1,73913F-HRTimelineGroup
World Investment Advisors35,067$4.99M0.08%+51813F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…34,977$4.98M0.45%13F-HRTimelineGroup
Centerline Wealth Advisors, LLC34,430$4.9M1.76%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\34,213$4.87M0.01%-22,82813F-HRTimelineGroup
Blue Fin Capital, Inc.34,065$4.85M0.8%+4,98113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC33,957$4.84M1.18%+10813F-HRTimeline
Hoxton Planning & Management, LLC33,871$4.82M1.45%+29213F-HRTimeline
Fonville Wealth Management LLC33,848$4.82M0.92%-31913F-HRTimeline
NYL Investors LLC33,765$4.81M1.82%-1,45013F-HRTimeline
DOLIVER ADVISORS, LP33,628$4.79M1.09%-7113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…33,290$4.74M0.26%-42513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC32,865$4.68M0.01%013F-HRTimelineGroup
MorganRosel Wealth Management, LLC32,750$4.66M1.84%-29,28413F-HRTimeline
RW Investment Management LLC32,544$4.64M0.45%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC32,457$4.62M0.03%013F-HRTimeline
UNIQUE WEALTH, LLC32,428$4.62M0.64%+11,93713F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO31,035$4.61M0.42%-11113F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.31,485$4.48M1.29%-6,16613F-HRTimeline
Shepherd Street Advisors LLC31,463$4.48M4.42%013F-HRTimeline
GSG Advisors LLC31,313$4.46M1.16%-90413F-HRTimeline
Belleair Asset Management, LLC31,268$4.45M4.06%+5,37513F-HRTimeline
IHT Wealth Management, LLC31,070$4.43M0.1%+5,81413F-HRTimeline
EP Wealth Advisors, LLC31,031$4.42M0.02%-4,66713F-HRTimeline
Aspen Wealth Management LLC30,917$4.4M0.88%+1,03013F-HRTimeline
Claro Advisors Inc.30,595$4.36M0.52%+2,49713F-HRTimeline
NewEdge Wealth, LLC30,353$4.32M0.05%+5,64113F-HRTimeline
TFO Wealth Partners, LLC30,351$4.32M0.59%-2013F-HRTimeline
SmartHarvest Portfolios, LLC30,260$4.31M1.8%-1,16213F-HRTimeline
Connecticut Capital Management Group, L…29,994$4.27M4.04%-1,16013F-HRTimeline
Alliance Wealth Management Group29,620$4.22M0.92%+81513F-HRTimeline
RFG Advisory, LLC29,513$4.2M0.08%+7,51013F-HRTimeline
Symphony Financial Services, Inc.29,434$4.19M2.15%+90613F-HRTimeline
Strategic Blueprint, LLC29,410$4.19M0.24%+3,83113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC29,382$4.18M0.62%+15013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC29,170$4.15M0.22%-8,32213F-HRTimeline
Able Wealth Management LLC29,024$4.13M1.11%+57413F-HRTimeline
Montecito Bank & Trust28,983$4.13M0.68%-2,64513F-HRTimeline
Vericrest Private Wealth28,961$4.12M3.7%+1,44313F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC28,892$4.12M3.08%+1,18813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28,841$4.11M0.11%+12,56313F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC28,292$4.03M1.77%+28113F-HRTimeline
Asset Dedication, LLC28,277$4.03M0.28%-59,06513F-HRTimeline
FORMULATE FINANCIAL LLC27,761$3.95M4.88%+3,82113F-HRTimeline
Segment Wealth Management, LLC27,228$3.88M0.23%+49213F-HRTimeline
Joel Isaacson & Co., LLC27,181$3.87M0.13%+6113F-HRTimeline
Alta Wealth Advisors LLC26,999$3.85M1.25%-3413F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding26,943$3.84M+25,216Timeline
Summit Investment Advisory Services, LLC26,830$3.82M1.42%+2613F-HRTimeline
PRIVATE TRUST CO NA26,819$3.82M0.34%-52313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,817$3.82M0.81%013F-HRTimeline
Dorsey & Whitney Trust CO LLC26,677$3.8M0.21%013F-HRTimeline
JSF Financial, LLC26,641$3.79M0.74%-93813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC26,361$3.75M0.08%+3,26713F-HRTimeline
N.E.W. Advisory Services LLC25,925$3.69M0.28%-14713F-HRTimeline
ShoreHaven Wealth Partners, LLC25,914$3.69M1.33%+1,70413F-HRTimeline
Drucker Wealth 3.0, LLC25,873$3.69M0.64%-20113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding23,604$3.67M+3,594Timeline
TFC Financial Management, Inc.25,663$3.66M0.45%+1213F-HRTimeline
Samalin Investment Counsel, LLC25,520$3.63M1.29%-7,89613F-HRTimeline
Curat Global, LLC25,333$3.63M3.58%+17213F-HRTimeline
Fortress Financial Solutions, LLC25,356$3.61M3.77%-2,31013F-HRTimeline
Climber Capital SA27,597$3.61M2.36%-4,88513F-HRTimeline
TIAAgroup of 3 filers holding25,328$3.61M+2,068Timeline
OXFORD FINANCIAL GROUP, LTD. LLC25,259$3.6M0.19%013F-HRTimeline
Choate Investment Advisors25,243$3.6M0.07%013F-HRTimeline
NEPC LLC25,076$3.57M0.07%013F-HRTimeline
Savvy Advisors, Inc.24,859$3.54M0.09%+8,92313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,800$3.53M2.33%013F-HRTimeline
AE Wealth Management LLC24,657$3.51M0.02%+2,72113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …24,601$3.5M0.03%+12913F-HRTimelineGroup
Carrera Capital Advisors24,460$3.48M0.54%-1,88013F-HRTimeline
Glass Jacobson Investment Advisors llc24,376$3.47M1.2%-6713F-HRTimeline
Rather & Kittrell, Inc.24,207$3.45M0.53%-2813F-HRTimeline
Kings Path Partners LLC24,176$3.44M1.18%+413F-HR/ATimeline
Badgley Phelps Wealth Managers, LLC24,131$3.44M0.07%-48013F-HRTimeline
BridgePort Financial Solutions, LLC23,979$3.42M0.97%-1,50613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.23,836$3.39M0.04%+313F-HRTimelineGroup
Foster Group, Inc.23,654$3.37M0.1%+2613F-HRTimeline
SCS Capital Management LLC23,596$3.36M0.04%013F-HRTimeline
Nicholson Meyer Capital Management, Inc.23,550$3.35M2.57%-1,69413F-HRTimeline
Gladstone Institutional Advisory LLC23,516$3.35M0.12%-74913F-HRTimeline
Accurate Wealth Management, LLC22,379$3.33M0.4%-13,29913F-HRTimeline
HRT FINANCIAL LP23,292$3.32M0.01%+11,65613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC23,137$3.3M0.01%-1,30013F-HRTimelineGroup
Carr Financial Group Corp22,630$3.22M0.85%-1,71713F-HRTimeline
Quadrant Private Wealth Management, LLC22,625$3.22M0.5%+1,27413F-HRTimeline
Tenon Financial LLC22,540$3.21M1.26%013F-HRTimeline
Strategic Equity Management22,345$3.18M1.2%-61113F-HRTimeline
PFG Advisors22,318$3.18M0.15%+1,68813F-HRTimeline
Maltin Wealth Management, Inc.22,232$3.17M1.21%+1,84813F-HRTimeline
Mayflower Financial Advisors, LLC22,124$3.15M0.38%+52913F-HRTimeline
Godfrey Financial Associates, Inc.22,095$3.15M2.7%-52413F-HRTimeline
Luminvest Wealth Management LLC21,919$3.15M0.82%+56813F-HRTimeline
Owl Creek Wealth Partners LLC22,081$3.14M1.12%13F-HRTimeline
Prosperity Consulting Group, LLC21,976$3.13M0.14%+1,34813F-HRTimeline
SFG Wealth Management, LLC.21,768$3.1M1.28%+8413F-HRTimeline
Discipline Wealth Solutions, LLC21,679$3.09M0.33%-26713F-HRTimeline
SC&H Financial Advisors, Inc.21,664$3.09M0.47%-72513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp21,599$3.08M0.01%013F-HR/ATimelineGroup
Kelly Financial Services LLC21,433$3.05M0.74%+1,14313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC21,405$3.05M0.07%new13F-HRTimeline
Signature Resources Capital Management,…21,364$3.04M1.44%013F-HRTimeline
May Hill Capital, LLC21,189$3.02M0.76%-39713F-HRTimeline
Mutual Advisors, LLC21,133$3.01M0.06%+1,61013F-HRTimeline
CALTON & ASSOCIATES, INC.21,083$3M0.43%-51713F-HRTimeline
BOKF, NAin group BOKF, NA20,856$2.97M0.05%-36113F-HRTimelineGroup
Schrum Private Wealth Management LLC20,749$2.96M2.25%+70913F-HRTimeline
AdvisorNet Financial, Inc20,731$2.95M0.15%+30213F-HRTimeline
Retirement Planning Group, LLC20,636$2.94M0.09%-3,41713F-HRTimeline
Lauterbach Financial Advisors, LLC20,546$2.93M1.43%-15413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,521$2.92M0.04%+14,38913F-HRTimelineGroup
Northwest Bancshares, Inc.20,513$2.92M0.58%+1,49813F-HRTimeline
INTEGRITY ALLIANCE, LLC.20,345$2.9M0.11%+48213F-HRTimeline
TKG Advisors, LLC20,160$2.87M1.19%013F-HRTimeline
EVOKE WEALTH, LLC20,155$2.87M0.05%+65413F-HRTimeline
WealthCollab, LLC20,076$2.86M1.18%013F-HRTimeline
Buttonwood Financial Advisors Inc.20,057$2.86M0.96%-49813F-HRTimeline
LaSalle St. Investment Advisors, LLC19,811$2.82M0.4%+1,11813F-HRTimeline
Curi Capital, LLC19,810$2.82M0.05%-87413F-HRTimeline
Range Advisory, LLC19,668$2.8M0.52%+1,36213F-HRTimeline
Dynamic Advisor Solutions LLC19,651$2.8M0.09%+6,79813F-HRTimeline
Quad-Cities Investment Group, LLC19,502$2.78M1.11%+59913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…19,464$2.77M0.08%+2,43713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC19,314$2.75M0.01%+1,14613F-HRTimelineGroup
Serenus Wealth Advisors, LLC19,292$2.75M0.55%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…19,130$2.72M0.59%-80013F-HRTimeline
Snider Financial Group19,101$2.72M0.82%+52013F-HRTimeline
Perigon Wealth Management, LLC18,958$2.7M0.05%+89213F-HRTimeline
Cooper Financial Group18,929$2.7M0.27%+35813F-HRTimeline
B. Riley Wealth Advisors, Inc.19,436$2.69M0.17%-8,87913F-HRTimeline
One Wealth Advisors, LLC18,843$2.68M0.33%-2,75713F-HRTimeline
Fiduciary Alliance LLC17,472$2.68M0.16%-5,81913F-HRTimeline
Tranquility Partners, LLC18,612$2.65M1%+41613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP18,593$2.65M0.37%-95413F-HRTimeline
Asset One Wealth Management LLC17,073$2.64M0.29%-1313F-HRTimeline
Great Point Wealth Advisors, LLC18,420$2.62M0.48%-50613F-HRTimeline
Financial Architects, LLC18,355$2.61M1.38%+3,07513F-HRTimeline
Venturi Wealth Management, LLC18,333$2.61M0.12%+39513F-HRTimeline
SAGE FINANCIAL GROUP INC18,108$2.58M0.17%-413F-HRTimeline
Walkner Condon Financial Advisors LLC18,083$2.58M0.34%-2,90013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC18,025$2.57M<0.01%-1,46013F-HRTimelineGroup
Altiora Financial Group, LLC17,909$2.55M0.42%new13F-HRTimeline
Financial Engines Advisors L.L.C.17,904$2.55M0.01%+7313F-HRTimeline
Cascade Financial Partners, LLC17,902$2.55M0.26%+213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,869$2.55M0.03%+4,28913F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.17,719$2.52M0.17%+6,57213F-HRTimeline
Keel Point, LLC17,621$2.51M0.17%new13F-HRTimeline
Wealth Group Ltd17,452$2.49M0.57%+76113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,447$2.48M0.12%+2,16213F-HRTimeline
Archer Investment Corp17,377$2.48M0.53%+42913F-HRTimeline
Morling Financial Advisors, LLC17,367$2.47M0.76%-11113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,340$2.47M0.05%+7,07813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC17,326$2.47M0.18%+5,33713F-HRTimeline
Parkwoods Wealth Partners, LLC17,271$2.46M0.6%-68013F-HRTimeline
Tennessee Valley Asset Management Partn…17,144$2.44M0.32%+5,21213F-HRTimeline
Hamilton Capital, LLC17,035$2.43M0.13%+20013F-HRTimeline
Centerpoint Advisors, LLC16,954$2.42M0.79%+113F-HRTimeline
Regency Capital Management Inc.\DE16,833$2.4M1.07%+34713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp16,814$2.39M0.06%-67213F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC16,775$2.39M0.19%+3313F-HRTimeline
Asempa Wealth Advisors16,298$2.34M2.04%+40213F-HRTimeline
Csenge Advisory Group16,351$2.33M0.11%+46113F-HRTimeline
Riverbend Wealth Management, LLC16,346$2.33M1.45%+39213F-HRTimeline
Pasadena Private Wealth, LLC16,198$2.31M0.32%+1,58713F-HRTimeline
Cyndeo Wealth Partners, LLC16,108$2.29M0.12%+1,91613F-HRTimeline
Peak Financial Management, Inc.16,091$2.29M0.58%-89913F-HRTimeline
Tempo Wealth, LLC15,926$2.27M0.4%-32013F-HRTimeline
Keystone Financial Group, Inc.15,890$2.26M1.18%-2,25613F-HRTimeline
Cherry Tree Wealth Management, LLC15,877$2.26M0.48%-62013F-HRTimeline
Sowa Financial Group, Inc.15,831$2.25M1.12%-80613F-HRTimeline
Gateway Wealth Partners, LLC15,793$2.25M0.09%+12,36113F-HRTimeline
Midwest Trust Co15,710$2.24M0.03%+5713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.15,676$2.23M<0.01%13F-HRTimelineGroup
Accredited Investors Inc.15,553$2.22M0.12%+14813F-HRTimeline
Guidance Point Advisors, LLC15,520$2.21M0.52%+27813F-HRTimeline
McGlone Suttner Wealth Management, Inc.15,480$2.2M0.29%013F-HRTimeline
Icon Wealth Advisors, LLC14,139$2.2M0.14%+25213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…15,445$2.2M0.01%+12,29913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,311$2.18M0.01%-513F-HRTimelineGroup
Objective Capital Management, LLC15,213$2.17M2.19%-26013F-HRTimeline
MGO ONE SEVEN LLC15,107$2.15M0.04%+3,93313F-HRTimeline
OpenArc Corporate Advisory, LLC15,083$2.15M0.03%+9,75313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC15,076$2.15M0.36%+9,65513F-HRTimeline
XY Planning Network, Inc.14,845$2.13M0.34%-1,64913F-HRTimeline
BIRCH FINANCIAL GROUP, LLC14,916$2.12M1.24%-24913F-HRTimeline
Bogart Wealth, LLC14,797$2.11M0.08%+13313F-HRTimeline
Trivium Point Advisory, LLC14,742$2.1M0.38%-22013F-HRTimeline
Vistica Wealth Advisors, LLC14,733$2.1M2.09%-813F-HRTimeline
SIGNATUREFD, LLC14,655$2.09M0.03%-23213F-HRTimeline
Security Financial Services, INC.14,626$2.08M0.33%+2,26813F-HRTimeline
Aaron Wealth Advisors LLC14,591$2.08M0.12%+1,79413F-HRTimeline
Grey Ledge Advisors, LLC14,551$2.07M0.47%+5913F-HRTimeline
WEALTH EFFECTS LLC14,451$2.06M0.73%-30013F-HRTimeline
Bouvel Investment Partners, LLC14,443$2.06M0.6%+4,00213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD14,400$2.05M0.01%-5,37513F-HRTimelineGroup
Destiny Wealth Partners, LLC14,393$2.05M0.22%-33913F-HRTimeline