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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,700 managers (1,720 13F filers) reported a position in ITOT shares at 2026-06-30, 374,297,698 shares in all. 148 filers opened a position and 53 filers sold out during the quarter.

Managers
1,700
13F filers
1,720
New
148
Added
602
Reduced
579
Sold out
53
Shares held by filers
374,297,698

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Traveka Wealth, LLC14,081$2.31M0.77%-413F-HRTimeline
Compass Ion Advisors, LLC14,014$2.3M0.2%+113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD14,000$2.3M0.01%-40013F-HRTimelineGroup
Perigon Wealth Management, LLC13,828$2.27M0.04%-5,13013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC13,764$2.26M1.35%013F-HRTimeline
Westside Investment Management, Inc.13,628$2.24M0.29%+90113F-HRTimeline
Flywheel Private Wealth LLC13,524$2.22M1.09%+60613F-HRTimeline
Grey Ledge Advisors, LLC13,507$2.22M0.45%-1,04413F-HRTimeline
Hobbs Group Advisors, LLC13,483$2.21M0.58%+413F-HRTimeline
Centerpoint Advisors, LLC13,452$2.21M0.63%-3,50213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,299$2.18M0.03%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding13,275$2.18M+2,570Timeline
Stephenson & Company, Inc.13,202$2.17M1.02%013F-HRTimeline
Whitcomb & Hess, Inc.13,068$2.15M0.46%+49213F-HRTimeline
Three Arch Wealth Management LLC13,044$2.14M0.33%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,043$2.14M0.24%-60613F-HRTimeline
Oak Barrel Wealth Advisory LLC12,959$2.13M0.94%13F-HRTimeline
Berman McAleer LLC12,872$2.11M0.24%+6513F-HRTimeline
Vistica Wealth Advisors, LLC12,819$2.11M1.82%-1,91413F-HRTimeline
Parkside Investments, LLC12,770$2.1M0.23%+34313F-HRTimeline
Box Hill Private Wealth LLC12,647$2.08M1.67%+3213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,634$2.08M0.15%-1,58113F-HRTimeline
D'Orazio & Associates, Inc.12,554$2.06M0.24%+1,16813F-HRTimeline
My Personal CFO, LLC12,287$2.02M0.79%013F-HRTimeline
Weaver Consulting Group12,276$2.02M0.41%-4113F-HRTimeline
Castleview Partners, LLC12,233$2.01M0.88%new13F-HRTimeline
Gryphon Financial Partners LLC12,229$2.01M0.18%+413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC12,206$2.01M0.06%-49113F-HRTimeline
MN Wealth Advisors, LLC12,105$1.99M0.85%+88613F-HRTimeline
Walsh & Associates, LLC12,074$1.98M1.62%+2013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP12,050$1.98M0.09%+1,33013F-HRTimeline
Bill Few Associates, Inc.12,041$1.98M0.42%new13F-HRTimeline
ABLE Financial Group, LLC12,035$1.98M0.33%-58313F-HRTimeline
Detalus Advisors, LLC12,006$1.97M0.38%-84513F-HRTimeline
KOM Wealth Management Group, LLC11,887$1.95M1.18%-83613F-HRTimeline
PIONEER TRUST BANK N A/OR11,750$1.93M0.44%013F-HRTimeline
Bawa N Mallick Trust11,692$1.92M0.62%+3,09213F-HRTimeline
Ares Financial Consulting, LLC11,588$1.9M1.37%+3213F-HRTimeline
MBL Wealth, LLC11,516$1.89M0.13%+54913F-HRTimeline
Galvin, Gaustad & Stein, LLC11,493$1.89M0.14%-38513F-HRTimeline
COGENT STRATEGIC WEALTH LLC11,491$1.89M1.8%+50813F-HRTimeline
Rosenberg Matthew Hamilton11,480$1.89M0.35%-813F-HRTimeline
BlueStem Wealth Partners, LLC11,435$1.88M0.19%-57213F-HRTimeline
TBH Global Asset Management, LLC11,354$1.87M0.34%+19413F-HRTimeline
Westmount Partners, LLC11,350$1.86M0.41%+41513F-HRTimeline
Schrum Private Wealth Management LLC13,303$1.85M1.9%-7,44613F-HRTimeline
Beacon Financial Advisory LLC11,220$1.84M0.36%-41313F-HRTimeline
Fiduciary Alliance LLC11,160$1.83M0.12%-6,31213F-HRTimeline
Prosperity Planning, Inc.11,102$1.82M0.42%-1,85013F-HRTimeline
Crusonia Wealth Advisors LLC11,099$1.82M0.3%013F-HRTimeline
ZEGA Investments, LLC10,988$1.81M0.3%-16213F-HRTimeline
Invst, LLC10,972$1.8M0.18%+9,32213F-HRTimeline
Legacy Advisors, LLC10,867$1.79M0.17%013F-HRTimeline
Clarity Asset Management, Inc.10,856$1.78M0.87%+2813F-HRTimeline
Caliber Wealth Management, LLC / KS10,716$1.76M0.17%+12913F-HRTimeline
Finley Financial, LLC10,670$1.75M0.71%-67513F-HRTimeline
Tanglewood Legacy Advisors, LLC10,632$1.75M0.56%+2413F-HRTimeline
Gateway Wealth Partners, LLC10,628$1.75M0.1%-5,16513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC10,623$1.75M0.28%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,589$1.74M0.05%+2,78313F-HRTimeline
ADVISORTRUST PARTNERS, LLC10,587$1.74M0.59%+78013F-HRTimeline
Clayton Financial Group LLC10,547$1.73M0.96%+1813F-HRTimeline
Accelerate Investment Advisors LLC10,548$1.73M0.99%+43213F-HRTimeline
Pinnacle Family Advisors, LLC10,482$1.72M0.72%-11713F-HRTimeline
JDH Wealth Management, LLC10,476$1.72M1.05%-12213F-HRTimeline
Somerset Trust Co10,391$1.71M0.48%013F-HRTimeline
NorthRock Partners, LLC10,350$1.7M0.02%-92713F-HRTimeline
Smartleaf Asset Management LLC10,398$1.7M0.06%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.10,301$1.69M0.11%013F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.10,280$1.69M0.79%+54413F-HRTimeline
Klingman & Associates, LLC10,267$1.69M0.07%-21313F-HRTimeline
Institute for Wealth Management, LLC.10,256$1.68M0.15%+1,10913F-HRTimeline
Visionary Wealth Advisors10,246$1.68M0.07%+1813F-HRTimeline
First Interstate Bank10,168$1.67M0.09%-2,37313F-HRTimeline
Signature Wealth Management Partners, L…10,160$1.67M0.78%+18113F-HRTimeline
Index Fund Advisors, Inc.10,110$1.66M0.07%013F-HRTimeline
Sovereign Financial Group, Inc.10,085$1.66M0.25%-12713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,083$1.66M0.01%+35113F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC10,075$1.66M0.04%+7513F-HRTimeline
NorthCoast Asset Management LLC10,071$1.65M0.04%-43513F-HRTimeline
EPG Wealth Management LLC10,065$1.65M0.4%+3,03113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,032$1.65M0.1%+29313F-HRTimeline
Madison Wealth Partners, Inc10,028$1.65M0.21%+26013F-HRTimeline
Chicago Capital, LLC9,962$1.64M0.04%+213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,814$1.61M0.05%-21213F-HRTimelineGroup
FourThought Financial Partners, LLC9,796$1.61M0.12%-2313F-HRTimeline
Keener Financial Planning LLC9,760$1.6M0.57%+3,34213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,753$1.6M0.15%-5113F-HRTimeline
Elevated Financial Group LLC9,751$1.6M0.45%-1,85713F-HRTimeline
D.A. DAVIDSON & CO.9,709$1.6M0.01%-33213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT9,638$1.58M0.42%-5513F-HRTimeline
Seaside Wealth Management, Inc.9,610$1.58M0.39%013F-HRTimeline
WOLFF WIESE MAGANA LLC9,553$1.57M0.72%013F-HRTimeline
Meridian Wealth Partners, LLC9,531$1.57M0.19%013F-HRTimeline
JFS WEALTH ADVISORS, LLC9,483$1.56M0.08%+4,75013F-HRTimeline
WEALTH ALLIANCE, LLC9,478$1.56M0.13%-60413F-HRTimeline
LEGACY SOLUTIONS, LLC9,463$1.55M1.26%+2,03813F-HRTimeline
Almanack Investment Partners, LLC.9,454$1.55M0.2%+4813F-HRTimeline
MANNING & NAPIER ADVISORS LLC9,521$1.55M0.02%+1,49713F-HRTimeline
Aft, Forsyth & Sober, LLC10,875$1.55M0.48%013F-HRTimeline
Base Wealth Management LLC9,412$1.55M0.72%+72513F-HRTimeline
Patten Group, Inc.9,400$1.54M0.24%-20213F-HRTimeline
Eagle Bluffs Wealth Management LLC9,391$1.54M0.52%+20013F-HRTimeline
Advisors Capital Management, LLC9,374$1.54M0.02%+1,28413F-HRTimeline
Fielder Capital Group LLC9,302$1.53M0.33%013F-HRTimeline
Curated Wealth Partners LLC9,301$1.53M0.18%013F-HR/ATimeline
Colter Lewis Investment Partners LLC9,284$1.53M0.68%013F-HRTimeline
Sugar Maple Asset Management, LLC9,270$1.52M0.98%-40213F-HRTimeline
MATHER GROUP, LLC.9,254$1.52M0.01%+24013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,252$1.52M0.07%+49013F-HRTimeline
Baring Financial LLC9,220$1.51M0.84%+8113F-HRTimeline
Gibson Capital, LLC9,199$1.51M0.25%+113F-HRTimeline
Northstar Financial Companies, Inc.9,198$1.51M1.02%+613F-HRTimeline
Pathway Financial Advisors LLC9,200$1.51M0.18%013F-HRTimeline
Focus Financial Network, Inc.9,139$1.5M0.05%-813F-HRTimeline
WELLINGTON-ALTUS USA INC.10,490$1.49M1.06%-66213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,088$1.49M0.05%-6313F-HRTimeline
OAKWORTH CAPITAL, INC.9,066$1.49M0.07%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC9,051$1.49M0.06%+68613F-HRTimeline
EARNED WEALTH ADVISORS, LLC9,045$1.49M0.1%-12513F-HRTimeline
Robinhood Asset Management, LLC8,971$1.47M0.08%+1,40613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,952$1.47M0.1%013F-HRTimeline
Capital Investment Advisors, LLC8,933$1.47M0.02%-9413F-HRTimeline
CORRADO ADVISORS, LLC8,925$1.47M0.67%+31313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,882$1.46M0.04%-5513F-HRTimelineGroup
Evernest Financial Advisors, LLC8,872$1.46M0.3%013F-HRTimeline
Krilogy Financial LLC8,863$1.46M0.04%+1413F-HRTimeline
MAYPORT, LLC8,827$1.45M0.22%013F-HRTimeline
Sprinkle Financial Consultants LLC8,804$1.45M0.57%+2013F-HRTimeline
WEDBUSH SECURITIES INC8,741$1.44M0.04%-2,35713F-HRTimeline
LexAurum Advisors, LLC8,662$1.42M0.16%-7213F-HRTimeline
HUB Investment Partners, LLC8,655$1.42M0.03%+6,60813F-HRTimeline
Horst & Graben Wealth Management LLC8,597$1.41M0.19%-4213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,568$1.41M0.03%+2,54113F-HRTimeline
Human Investing LLC8,533$1.4M0.18%+12513F-HR/ATimeline
IFG Advisory, LLC8,378$1.38M0.05%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.8,366$1.37M<0.01%-9713F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.8,311$1.37M0.21%013F-HRTimeline
Symphony Financial, Ltd. Co.8,356$1.36M0.15%-49013F-HRTimeline
Advyzon Investment Management, LLC8,185$1.34M0.1%-56813F-HRTimeline
ATWOOD & PALMER INC8,137$1.34M0.07%013F-HRTimeline
MERIDIAN MANAGEMENT CO8,100$1.33M0.3%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,067$1.33M<0.01%+5313F-HRTimelineGroup
Southeast Asset Advisors, LLC8,059$1.32M0.13%-17613F-HRTimeline
PFG Advisors8,010$1.32M0.07%-14,30813F-HRTimeline
Helium Advisors LLC7,999$1.31M1.09%-33913F-HRTimeline
Rodgers & Associates, LTD7,916$1.3M0.12%-18013F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC7,903$1.3M3.66%+7013F-HRTimeline
SVB WEALTH LLC7,901$1.3M0.08%-13213F-HRTimeline
Sylvest Advisors, LLC7,871$1.29M0.58%-5013F-HRTimeline
Avidian Wealth Enterprises, LLC7,859$1.29M0.04%-3713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,850$1.29M<0.01%+56113F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC7,842$1.29M0.07%-1413F-HRTimeline
Stonekeep Investments, LLC7,825$1.28M0.75%+513F-HRTimeline
Cypress Wealth Services, LLC7,781$1.28M0.16%+22513F-HRTimeline
Leading Edge Financial Planning LLC7,779$1.28M0.23%+3,71913F-HRTimeline
HOWE & RUSLING INC7,759$1.27M0.07%-60713F-HRTimeline
Wescott Financial Advisory Group, LLC7,757$1.27M0.1%-1,16613F-HRTimeline
KLCM Advisors, Inc.7,720$1.27M0.1%+15213F-HRTimeline
NWK Group, Inc.7,704$1.27M0.39%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,693$1.26M0.2%-10013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC7,692$1.26M0.36%+2313F-HRTimeline
Ervin Investment Management, LLC7,671$1.26M0.68%+18813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.7,610$1.25M0.21%-82913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,602$1.25M0.02%-3,22513F-HRTimeline
L.K. Benson & Company, P.C.7,599$1.25M0.38%-24713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,584$1.25M0.02%+2,63313F-HRTimelineGroup
Meridian Wealth Management, LLC7,553$1.24M0.04%+5613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …7,572$1.24M<0.01%+3,19513F-HRTimelineGroup
Baker Avenue Asset Management, LP7,521$1.24M0.02%-8113F-HRTimeline
PATTEN & PATTEN INC/TN7,500$1.23M0.07%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC7,493$1.23M<0.01%+2,08713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…7,487$1.23M0.02%+3,03513F-HRTimeline
IMA Advisory Services, Inc.7,484$1.23M0.08%+3,16713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS7,470$1.23M0.12%+3,42413F-HRTimeline
Keystone Wealth Services, LLC7,432$1.22M0.23%+113F-HRTimeline
San Luis Wealth Advisors LLC7,322$1.2M0.18%+48013F-HRTimeline
Verdence Capital Advisors LLC7,322$1.2M0.06%-113F-HRTimeline
FINANCIAL CONSULATE, INC7,290$1.2M0.13%-313F-HRTimeline
Rolek Wealth Management LLC7,251$1.19M0.67%+55713F-HRTimeline
One Day In July LLC7,204$1.18M0.08%new13F-HRTimeline
TSA Wealth Managment LLC7,194$1.18M0.33%-23513F-HRTimeline
TENET WEALTH PARTNERS, LLC7,269$1.18M0.88%13F-HRTimeline
Avalon Trust Co7,146$1.17M0.07%-66113F-HRTimeline
IFG Advisors, LLC7,084$1.16M0.16%+6013F-HRTimeline
Orgel Wealth Management, LLC7,065$1.16M0.02%-96213F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC7,045$1.16M0.14%+85013F-HRTimeline
IBEX WEALTH ADVISORS7,042$1.16M0.09%+32513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp7,034$1.16M0.01%-33413F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC7,006$1.15M0.5%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC7,003$1.15M0.09%-8813F-HRTimeline
RHS Financial, LLC7,000$1.15M0.46%-1,63913F-HRTimeline
55 North Private Wealth, LLC6,995$1.15M0.23%+913F-HRTimeline
Windsor Capital Management, LLC6,941$1.14M0.3%-24813F-HRTimeline
Elevation Wealth Management LLC6,920$1.14M0.85%-5013F-HRTimeline
Foundry Financial LLC6,907$1.13M0.38%-16813F-HRTimeline
CAPITAL CITY TRUST CO/FL6,900$1.13M0.24%-9213F-HRTimeline
Cadence Wealth Management LLC6,895$1.13M0.51%+1,17313F-HRTimeline
Rialto Wealth Management, LLC6,893$1.13M0.22%+4,75313F-HRTimeline
ALBION FINANCIAL GROUP /UT6,885$1.13M0.07%013F-HRTimeline