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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,420 managers (1,433 13F filers) reported a position in ITOT shares at 2024-12-31, 303,506,269 shares in all. 94 filers opened a position and 47 filers sold out during the quarter.

Managers
1,420
13F filers
1,433
New
94
Added
470
Reduced
486
Sold out
47
Shares held by filers
303,506,269

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HARBOUR INVESTMENTS, INC.11,040$1.42M0.04%+15613F-HRTimeline
Arkadios Wealth Advisors10,939$1.41M0.08%+2,24313F-HRTimeline
Clarity Asset Management, Inc.10,903$1.4M0.91%+4513F-HRTimeline
Accurate Wealth Management, LLC10,991$1.4M0.27%-27,36113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.10,874$1.4M0.1%-10613F-HRTimelineGroup
Legacy Advisors, LLC10,867$1.4M0.14%013F-HRTimeline
Integrated Advisors Network LLC10,854$1.4M0.07%-29013F-HRTimeline
Wescott Financial Advisory Group, LLC10,812$1.39M0.14%-72013F-HRTimeline
Coordinated Financial Services, Inc.10,724$1.38M1.08%13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…10,678$1.37M0.22%-2,00813F-HRTimelineGroup
Westmount Partners, LLC10,629$1.37M0.42%+3313F-HRTimeline
TWO SIGMA SECURITIES, LLC10,494$1.35M0.24%new13F-HRTimeline
Baring Financial LLC10,487$1.35M1.2%13F-HRTimeline
Clear Creek Financial Management, LLC10,449$1.34M0.15%-1913F-HRTimeline
Sylvest Advisors, LLC10,422$1.34M0.82%13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC10,364$1.33M0.66%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,350$1.33M0.18%-2213F-HRTimeline
WEDBUSH SECURITIES INC10,302$1.32M0.05%+2,06313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC10,272$1.32M0.29%013F-HRTimeline
Regency Capital Management Inc.\DE10,235$1.32M0.71%-14,14813F-HRTimeline
Sovereign Financial Group, Inc.10,212$1.31M0.3%+713F-HRTimeline
Pasadena Private Wealth, LLC10,189$1.31M0.27%+2,45313F-HRTimeline
Eagle Bluffs Wealth Management LLC10,178$1.31M0.7%-3,82413F-HRTimeline
Tanglewood Legacy Advisors, LLC10,096$1.3M0.56%+3413F-HRTimeline
Focus Financial Network, Inc.10,045$1.29M0.05%+6,47913F-HRTimeline
Index Fund Advisors, Inc.10,020$1.29M0.07%013F-HRTimeline
Laird Norton Wetherby Wealth Management…9,974$1.28M0.06%+4,44613F-HRTimeline
Strategic Blueprint, LLC9,858$1.27M0.08%-70713F-HRTimeline
Visionary Wealth Advisors9,855$1.27M0.07%+6413F-HRTimeline
WOLFF WIESE MAGANA LLC9,836$1.27M0.84%013F-HRTimeline
Sugarloaf Wealth Management, LLC9,813$1.26M0.24%-22413F-HRTimeline
Sugar Maple Asset Management, LLC9,777$1.26M0.96%+413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,757$1.25M0.05%-2,54713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.9,734$1.25M0.1%-44113F-HRTimeline
Fielder Capital Group LLC9,685$1.25M0.39%013F-HRTimeline
Dynamic Advisor Solutions LLC9,562$1.23M0.05%-36,76213F-HRTimeline
Csenge Advisory Group9,533$1.23M0.07%+1,44413F-HRTimeline
Institute for Wealth Management, LLC.9,495$1.22M0.15%+1,52613F-HRTimeline
Signature Wealth Management Partners, L…9,491$1.22M0.84%+20713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,413$1.21M0.11%+17113F-HRTimeline
Chicago Capital, LLC9,418$1.21M0.03%013F-HRTimeline
Somerset Trust Co9,385$1.21M0.45%013F-HRTimeline
NDVR, Inc.9,368$1.2M1.15%013F-HRTimeline
Accelerate Investment Advisors LLC9,302$1.2M1.06%-3113F-HRTimeline
Curated Wealth Partners LLC9,301$1.2M0.14%new13F-HRTimeline
Schechter Investment Advisors, LLC9,279$1.19M0.09%-2,27713F-HRTimeline
VeraBank, N.A.9,216$1.19M0.33%013F-HRTimeline
Pathway Financial Advisors LLC9,200$1.18M0.27%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,162$1.18M0.05%-3,51013F-HR/ATimeline
OAKWORTH CAPITAL, INC.9,066$1.17M0.08%013F-HRTimeline
FINANCIAL COUNSELORS INC8,995$1.16M0.02%-1,53113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,992$1.16M0.17%+4013F-HRTimeline
Helium Advisors LLC8,987$1.16M0.92%13F-HRTimeline
Adams Wealth Management8,874$1.14M0.22%-25613F-HRTimeline
CacheTech Inc.8,874$1.14M0.21%-25613F-HRTimeline
FINANCIAL CONSULATE, INC8,852$1.14M0.3%new13F-HRTimeline
Perigon Wealth Management, LLC8,738$1.14M0.03%-1513F-HRTimeline
Sprinkle Financial Consultants LLC8,816$1.13M0.77%-90813F-HRTimeline
MAYPORT, LLC8,710$1.12M0.33%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,671$1.12M0.05%-33313F-HRTimeline
Cooper Financial Group8,640$1.11M0.13%-36513F-HRTimeline
LaSalle St. Investment Advisors, LLC8,607$1.11M0.34%+17313F-HRTimeline
Advisors Capital Management, LLC8,597$1.11M0.02%+49913F-HRTimeline
American Trust8,583$1.1M0.08%new13F-HRTimeline
Southeast Asset Advisors, LLC8,526$1.1M0.13%-30713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,506$1.09M0.24%-1013F-HRTimeline
Apexium Financial, LP8,399$1.08M0.07%+15313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,387$1.08M0.08%+75313F-HRTimeline
LexAurum Advisors, LLC8,385$1.08M0.21%+16813F-HRTimeline
Graypoint LLC8,311$1.07M0.06%+61013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,281$1.07M<0.01%+5,76913F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC8,276$1.06M0.1%+17713F-HRTimeline
CORRADO ADVISORS, LLC8,233$1.06M0.69%-36313F-HRTimeline
MN Wealth Advisors, LLC8,185$1.05M0.59%-35313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,110$1.05M<0.01%+4,39213F-HRTimelineGroup
IFG Advisors, LLC8,129$1.05M0.21%+6,21813F-HRTimeline
MERIDIAN MANAGEMENT CO8,100$1.04M0.27%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC8,039$1.03M0.33%+5,59713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,023$1.03M<0.01%+19513F-HRTimelineGroup
Greenhouse Wealth Management, LLC7,985$1.03M0.68%+2913F-HRTimeline
WealthCollab, LLC7,925$1.02M0.65%013F-HRTimeline
Madison Wealth Partners, Inc7,903$1.02M0.28%-6313F-HRTimeline
Texas Capital Bank Wealth Management Se…7,892$1.02M0.1%+18813F-HRTimeline
CAPITAL CITY TRUST CO/FL7,869$1.01M0.25%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,856$1.01M0.04%+17313F-HRTimeline
Nemes Rush Group LLC7,814$1.01M0.12%+3,38513F-HRTimeline
Willow Creek Wealth Management Inc.7,807$1M0.1%013F-HRTimeline
Riverbend Wealth Management, LLC7,775$1M0.89%13F-HRTimeline
GTS SECURITIES LLC7,699$990K0.05%-2,40113F-HRTimeline
RHS Financial, LLC7,684$988K0.51%+1,16313F-HRTimeline
PBMares Wealth Management LLC7,629$981K0.2%+12513F-HRTimeline
Tarbox Family Office, Inc.7,561$973K0.16%-4,77413F-HRTimeline
Keystone Wealth Services, LLC7,513$966K0.26%-3413F-HRTimeline
Edge Capital Group, LLC7,501$965K0.05%-15913F-HRTimeline
Windsor Capital Management, LLC7,443$957K0.28%-5013F-HRTimeline
PCA Investment Advisory Services Inc.7,441$957K0.44%-50713F-HRTimeline
L.K. Benson & Company, P.C.7,368$948K0.67%13F-HRTimeline
Capital Investment Advisors, LLC7,365$947K0.02%+2,07913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.7,354$946K0.16%013F-HRTimeline
Premier Path Wealth Partners, LLC7,338$944K0.14%+1,22313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.7,068$936K0.04%-1,19313F-HRTimelineGroup
SFMG, LLC7,277$936K0.07%+1313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,252$933K0.07%-34713F-HRTimeline
Signal Advisors Wealth, LLC7,251$933K0.11%-26413F-HRTimeline
Abundance Wealth Counselors7,232$930K0.2%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC7,220$929K0.18%-20813F-HRTimeline
Vertex Planning Partners, LLC7,191$925K0.2%+7813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,173$923K0.01%-4013F-HRTimeline
Capstone Wealth Management, LLC7,135$918K0.9%13F-HRTimeline
Bouvel Investment Partners, LLC7,130$917K0.33%-58013F-HRTimeline
MBL Wealth, LLC7,127$917K0.09%+54513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,115$915K<0.01%new13F-HRTimelineGroup
ATWOOD & PALMER INC7,081$911K0.06%013F-HRTimeline
Orgel Wealth Management, LLC7,065$909K0.02%-2,44813F-HRTimeline
CALTON & ASSOCIATES, INC.7,059$908K0.4%+1,80113F-HRTimeline
Plante Moran Financial Advisors, LLC7,047$906K0.08%+1,29413F-HRTimeline
Human Investing LLC7,043$906K0.16%+65113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC7,007$901K0.35%-613F-HRTimeline
BCS Wealth Management6,978$898K0.22%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,980$898K0.03%+85013F-HRTimeline
WealthShield Partners, LLC6,946$893K0.13%+27013F-HRTimeline
Tennessee Valley Asset Management Partn…6,935$892K0.15%+2,21713F-HRTimeline
Eaton Financial Holdings Company, LLC6,907$888K0.34%-54313F-HRTimeline
GHP Investment Advisors, Inc.6,852$881K0.04%+413F-HRTimeline
Sound Stewardship, LLC6,844$880K0.52%-59713F-HRTimeline
CIBC WORLD MARKET INC.6,828$878K<0.01%-1,02913F-HRTimeline
KWMG, LLC6,813$876K0.09%013F-HRTimeline
MGO ONE SEVEN LLC6,809$876K0.03%+3,34013F-HRTimeline
GC Wealth Management RIA, LLC6,767$870K0.15%-40913F-HRTimeline
HCR Wealth Advisors6,747$868K0.11%013F-HRTimeline
Aspiring Ventures, LLC6,548$861K0.54%13F-HRTimeline
VICUS CAPITAL6,658$856K0.08%+2813F-HRTimeline
Dana Investment Advisors, Inc.6,644$855K0.03%013F-HRTimeline
Mill Creek Capital Advisors, LLC6,618$851K0.02%+113F-HRTimeline
Soundwatch Capital LLC6,604$849K0.09%013F-HRTimeline
Genesis Wealth Advisors, LLC6,595$848K0.74%13F-HRTimeline
HOWE & RUSLING INC6,579$846K0.07%+1,76513F-HRTimeline
Cypress Wealth Services, LLC6,529$840K0.17%013F-HRTimeline
One Capital Management, LLC6,508$837K0.03%+1913F-HRTimeline
Symphony Financial, Ltd. Co.6,231$827K0.13%-40813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co6,415$825K0.07%+4,47213F-HRTimelineGroup
Bond & Devick Financial Network, Inc.6,567$825K0.35%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.6,393$822K0.27%-9113F-HRTimeline
Ruggaard & Associates LLC6,375$820K0.36%+1,96013F-HRTimeline
Capital Planning Advisors, LLC6,327$814K0.13%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,293$809K0.23%013F-HRTimeline
SYNOVUS FINANCIAL CORP6,276$807K0.01%+113F-HRTimeline
Transform Wealth, LLC6,277$807K0.04%+2013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,275$807K0.2%+813F-HRTimeline
IFG Advisory, LLC6,268$806K0.05%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,262$805K0.01%+12013F-HRTimeline
Balentine LLC6,243$803K0.03%013F-HRTimeline
Brooklyn Investment Group6,239$802K0.24%new13F-HRTimeline
Charter Oak Capital Management, LLC6,212$799K0.07%-7713F-HRTimeline
DAVIS R M INC6,202$798K0.02%+90213F-HRTimeline
Centricity Wealth Management, LLC6,202$798K0.74%13F-HRTimeline
Procyon Advisors, LLC6,188$796K0.05%-32613F-HRTimeline
YALE UNIVERSITY6,164$793K97.24%-30013F-HRTimeline
TRUEFG, LLC6,150$791K0.26%-4013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,149$791K0.02%013F-HRTimeline
Nabity-Jensen Investment Management Inc6,137$789K0.6%-8613F-HRTimeline
Falcon Wealth Planning6,079$782K0.09%-77213F-HRTimeline
CGN Advisors LLC6,052$778K0.08%-19813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,033$776K0.03%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,025$775K<0.01%013F-HR/ATimelineGroup
Outlook Wealth Advisors, LLC6,022$775K0.22%+4413F-HRTimeline
Rodgers & Associates, LTD6,021$774K0.09%+30013F-HRTimeline
Strategic Financial Concepts, LLC6,000$772K0.15%new13F-HR/ATimeline
FIDUCIARY ADVISORS, INC.5,904$759K0.76%13F-HRTimeline
Carrera Capital Advisors5,903$759K0.18%+1,25713F-HRTimeline
Chesley Taft & Associates LLC5,894$758K0.04%+23013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,891$758K0.07%-7113F-HRTimeline
W ADVISORS, LLC5,866$754K0.47%-24213F-HRTimeline
Detalus Advisors, LLC5,832$750K0.25%+38313F-HRTimeline
Keener Financial Planning LLC5,836$750K0.44%-29413F-HRTimeline
Belpointe Asset Management LLC6,068$750K0.05%+1013F-HRTimeline
Good Life Advisors, LLC5,822$749K0.05%-3,79813F-HRTimeline
Kaydan Wealth Management, Inc.5,818$748K0.25%+14413F-HRTimeline
Inman Jager Wealth Management, LLC5,810$747K0.58%13F-HRTimeline
Beckerman Institutional, LLC5,798$746K0.6%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP5,783$744K0.03%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,780$743K0.08%013F-HRTimeline
True North Advisors, LLC5,772$742K0.18%+18713F-HRTimeline
HRT FINANCIAL LP5,772$742K<0.01%new13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …5,747$739K0.11%13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,729$737K0.09%013F-HRTimelineGroup
Gibson Capital, LLC5,728$737K0.15%+913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,680$731K0.28%new13F-HRTimeline
Private Portfolio Partners LLC5,596$720K0.13%-6013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,565$716K0.07%-12813F-HRTimeline
Financial Freedom, LLC5,523$710K0.37%+813F-HRTimeline
FIRST AMERICAN TRUST, FSB5,502$708K0.07%+2,40213F-HRTimeline
Financial Architects, LLC5,500$707K0.45%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,432$699K0.35%-9213F-HRTimeline
Stonebridge Financial Group, LLC5,352$688K0.08%13F-HRTimeline
JFS WEALTH ADVISORS, LLC5,322$685K0.05%-1513F-HRTimeline
CAPITAL ADVISORS INC/OK5,304$682K0.01%+413F-HRTimeline
Madden Advisory Services, Inc.5,282$679K0.32%-2,06513F-HRTimeline
SOL Capital Management CO5,279$679K0.08%013F-HRTimeline
Level Wealth Management LLC5,262$677K0.48%13F-HR/ATimeline