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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,425 managers (1,436 13F filers) reported a position in ITOT shares at 2025-03-31, 312,672,818 shares in all. 88 filers opened a position and 76 filers sold out during the quarter.

Managers
1,425
13F filers
1,436
New
88
Added
554
Reduced
489
Sold out
76
Shares held by filers
312,672,818

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Hemington Wealth Management11,359$1.39M0.21%-4413F-HRTimeline
Finley Financial, LLC11,375$1.38M0.77%013F-HRTimeline
MN Wealth Advisors, LLC11,266$1.37M0.81%+3,08113F-HRTimeline
Wescott Financial Advisory Group, LLC11,262$1.37M0.14%+45013F-HRTimeline
TD Waterhouse Canada Inc.11,201$1.37M0.01%-7913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,212$1.37M0.06%-15813F-HRTimelineGroup
Professional Financial Advisors, LLC11,124$1.36M0.34%-18113F-HRTimeline
EPG Wealth Management LLC11,099$1.35M0.38%-1,69413F-HRTimeline
IFC Advisors LLC11,078$1.35M0.28%-3013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,077$1.35M0.04%+3713F-HRTimeline
IBEX WEALTH ADVISORS11,031$1.35M0.18%-1,09013F-HRTimeline
Dynamic Advisor Solutions LLC10,951$1.34M0.04%+1,38913F-HRTimeline
Clarity Asset Management, Inc.10,934$1.33M0.86%+3113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.10,874$1.33M0.1%013F-HRTimelineGroup
Legacy Advisors, LLC10,867$1.33M0.14%013F-HRTimeline
Brooklyn Investment Group10,831$1.32M0.29%+4,59213F-HRTimeline
Dunhill Financial, LLC10,808$1.32M0.6%+8,56913F-HRTimeline
Coordinated Financial Services, Inc./CO10,725$1.31M1%13F-HRTimeline
Pasadena Private Wealth, LLC10,716$1.31M0.25%+52713F-HRTimeline
Integrated Advisors Network LLC10,687$1.3M0.07%-16713F-HRTimeline
Regency Capital Management Inc.\DE10,685$1.3M0.78%+45013F-HRTimeline
Westmount Partners, LLC10,655$1.3M0.4%+2613F-HRTimeline
Visionary Wealth Advisors10,624$1.3M0.08%+76913F-HRTimeline
Security Financial Services, INC.10,610$1.29M0.26%+7,21913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC10,774$1.29M0.14%-2,00013F-HRTimeline
Kovack Advisors, Inc.10,361$1.26M0.13%-68013F-HRTimeline
Tanglewood Legacy Advisors, LLC10,312$1.26M0.55%+21613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC10,272$1.25M0.28%013F-HRTimeline
Sovereign Financial Group, Inc.10,203$1.24M0.29%-913F-HRTimeline
Index Fund Advisors, Inc.10,020$1.22M0.08%013F-HRTimeline
Tennessee Valley Asset Management Partn…9,939$1.21M0.2%+3,00413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,855$1.2M0.16%-49513F-HRTimeline
WOLFF WIESE MAGANA LLC9,836$1.2M0.82%013F-HRTimeline
FourThought Financial Partners, LLC9,796$1.2M0.13%-3,46413F-HRTimeline
Sugar Maple Asset Management, LLC9,779$1.19M0.94%+213F-HRTimeline
Fielder Capital Group LLC9,685$1.18M0.34%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.9,649$1.18M0.1%-8513F-HRTimeline
Detalus Advisors, LLC9,561$1.17M0.37%+3,72913F-HRTimeline
Signature Wealth Management Partners, L…9,556$1.17M0.76%+6513F-HRTimeline
Institute for Wealth Management, LLC.9,521$1.16M0.15%+2613F-HRTimeline
Chicago Capital, LLC9,418$1.15M0.03%013F-HRTimeline
Sylvest Advisors, LLC9,403$1.15M0.72%-1,01913F-HRTimeline
Somerset Trust Co9,385$1.15M0.41%013F-HRTimeline
Baring Financial LLC9,356$1.14M0.96%-1,13113F-HRTimeline
Curated Wealth Partners LLC9,301$1.13M0.15%013F-HRTimeline
Nemes Rush Group LLC9,281$1.13M0.14%+1,46713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,244$1.13M0.08%+85713F-HRTimeline
FINANCIAL COUNSELORS INC9,236$1.13M0.02%+24113F-HRTimeline
Accelerate Investment Advisors LLC9,230$1.13M0.94%-7213F-HRTimeline
Curat Global, LLC9,230$1.13M1.37%13F-HRTimeline
VeraBank, N.A.9,216$1.12M0.31%013F-HRTimeline
Pathway Financial Advisors LLC9,200$1.12M0.2%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,190$1.12M0.04%-56713F-HRTimeline
Galvin, Gaustad & Stein, LLC9,120$1.11M0.1%+84413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,127$1.11M0.1%-28613F-HR/ATimeline
OAKWORTH CAPITAL, INC.9,066$1.11M0.08%013F-HRTimeline
Almanack Investment Partners, LLC.9,060$1.11M0.22%-5,95313F-HRTimeline
Helium Advisors LLC8,985$1.1M0.8%-213F-HRTimeline
Cable Hill Partners, LLC9,034$1.09M0.11%-4,91013F-HRTimeline
Advisors Capital Management, LLC8,953$1.09M0.02%+35613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,952$1.09M0.16%-4013F-HRTimeline
EARNED WEALTH ADVISORS, LLC8,949$1.09M0.24%+91013F-HRTimeline
Adams Wealth Management8,860$1.08M0.21%-1413F-HRTimeline
CacheTech Inc.8,860$1.08M0.21%-1413F-HRTimeline
Base Wealth Management LLC8,788$1.07M0.82%13F-HRTimeline
IFG Advisory, LLC8,759$1.07M0.06%+2,49113F-HRTimeline
Cypress Wealth Services, LLC8,751$1.07M0.22%+2,22213F-HRTimeline
SYNOVUS FINANCIAL CORP8,734$1.07M0.01%+2,45813F-HRTimeline
MATHER GROUP, LLC.8,710$1.06M0.01%+5,80613F-HRTimeline
MAYPORT, LLC8,710$1.06M0.29%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,710$1.06M0.05%+3913F-HRTimeline
Sprinkle Financial Consultants LLC8,647$1.06M0.67%-16913F-HRTimeline
Graypoint LLC8,627$1.05M0.07%+31613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,587$1.05M0.08%+1,33513F-HRTimeline
Capital Investment Advisors, LLC8,542$1.04M0.02%+1,17713F-HRTimeline
Human Investing LLC8,532$1.04M0.18%+1,48913F-HRTimeline
Southeast Asset Advisors, LLC8,446$1.03M0.13%-8013F-HRTimeline
LexAurum Advisors, LLC8,434$1.03M0.2%+4913F-HRTimeline
Apexium Financial, LP8,400$1.02M0.06%+113F-HRTimeline
WEDBUSH SECURITIES INC8,390$1.02M0.04%-1,91213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,286$1.01M0.22%-22013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,268$1.01M0.04%-89413F-HR/ATimeline
Eagle Bluffs Wealth Management LLC8,123$991K0.52%-2,05513F-HRTimeline
MBL Wealth, LLC8,107$989K0.1%+98013F-HRTimeline
MERIDIAN MANAGEMENT CO8,100$988K0.31%013F-HR/ATimeline
Madison Wealth Partners, Inc8,096$988K0.24%+19313F-HRTimeline
Private Advisory Group LLC8,088$987K0.11%new13F-HRTimeline
CORRADO ADVISORS, LLC8,088$987K0.66%-14513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,993$975K<0.01%-3013F-HRTimelineGroup
Bouvel Investment Partners, LLC7,710$969K0.36%+58013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,938$969K0.04%new13F-HRTimelineGroup
WealthCollab, LLC7,925$967K0.6%013F-HRTimeline
Cooper Financial Group7,903$964K0.13%-73713F-HRTimeline
San Luis Wealth Advisors LLC7,903$964K0.22%-3,25213F-HR/ATimeline
Texas Capital Bank Wealth Management Se…7,892$963K0.1%013F-HRTimeline
W ADVISORS, LLC7,883$962K0.6%+2,01713F-HRTimeline
Riverbend Wealth Management, LLC7,862$959K0.86%+8713F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,856$959K0.04%013F-HRTimeline
Willow Creek Wealth Management Inc.7,807$953K0.09%013F-HRTimeline
Avid Wealth Partners LLC7,775$949K0.64%+5,35213F-HRTimeline
L.K. Benson & Company, P.C.7,539$920K0.64%+17113F-HRTimeline
Sowell Financial Services LLC7,526$918K0.04%new13F-HRTimeline
Windsor Capital Management, LLC7,439$908K0.28%-413F-HRTimeline
Premier Path Wealth Partners, LLC7,402$903K0.14%+6413F-HRTimeline
Rolek Wealth Management LLC7,717$903K0.93%new13F-HRTimeline
PBMares Wealth Management LLC7,389$902K0.18%-24013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,315$899K<0.01%+20513F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.7,354$897K0.16%013F-HRTimeline
SFMG, LLC7,333$895K0.07%+5613F-HRTimeline
Plante Moran Financial Advisors, LLC7,328$894K0.08%+28113F-HRTimeline
Keystone Wealth Services, LLC7,324$894K0.24%-18913F-HRTimeline
CAPITAL CITY TRUST CO/FL7,169$875K0.24%-70013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC7,149$872K0.19%-7113F-HRTimeline
Capstone Wealth Management, LLC7,138$871K0.87%+313F-HRTimeline
FIDUCIARY ADVISORS, INC.7,113$868K0.86%+1,20913F-HRTimeline
ATWOOD & PALMER INC7,081$864K0.06%013F-HRTimeline
Orgel Wealth Management, LLC7,065$862K0.02%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC7,004$855K0.34%-313F-HRTimeline
Vertex Planning Partners, LLC6,962$849K0.19%-22913F-HRTimeline
GHP Investment Advisors, Inc.6,909$843K0.04%+5713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.6,893$841K0.04%-17513F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT6,885$840K0.06%+4,13013F-HRTimeline
HOWE & RUSLING INC6,884$840K0.07%+30513F-HRTimeline
Sound Stewardship, LLC6,826$833K0.47%-1813F-HRTimeline
BCS Wealth Management6,820$832K0.21%-15813F-HRTimeline
KWMG, LLC6,813$831K0.08%013F-HRTimeline
Gibson Capital, LLC6,786$828K0.17%+1,05813F-HR/ATimeline
Rodgers & Associates, LTD6,770$826K0.1%+74913F-HRTimeline
GC Wealth Management RIA, LLC6,767$826K0.15%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,749$823K0.01%-42413F-HRTimeline
HCR Wealth Advisors6,747$823K0.11%013F-HRTimeline
IFG Advisors, LLC6,737$822K0.16%-1,39213F-HRTimeline
Focus Financial Network, Inc.6,730$821K0.03%-3,31513F-HRTimeline
Tarbox Family Office, Inc.6,706$818K0.14%-85513F-HRTimeline
KPP Advisory Services LLC6,704$818K0.16%new13F-HRTimeline
Mill Creek Capital Advisors, LLC6,597$805K0.02%-2113F-HRTimeline
Bond & Devick Financial Network, Inc.6,581$803K0.29%+1413F-HRTimeline
Aspiring Ventures, LLC6,548$802K0.45%013F-HRTimeline
FORTE CAPITAL LLC /ADV6,538$798K0.09%+3,19213F-HRTimeline
MGO ONE SEVEN LLC6,505$794K0.03%-30413F-HRTimeline
One Capital Management, LLC6,501$793K0.03%-713F-HRTimeline
Dana Investment Advisors, Inc.6,491$792K0.03%-15313F-HRTimeline
Chesley Taft & Associates LLC6,467$789K0.04%+57313F-HRTimeline
Parkworth Wealth Management, Inc.6,451$787K0.63%+2,35113F-HRTimeline
Charter Oak Capital Management, LLC6,405$781K0.07%+19313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,403$781K0.19%+12813F-HRTimeline
Salomon & Ludwin, LLC6,393$780K0.08%+1,20013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.6,393$780K0.23%013F-HRTimeline
Kaydan Wealth Management, Inc.6,390$780K0.25%+57213F-HRTimeline
Outlook Wealth Advisors, LLC6,386$779K0.22%+36413F-HRTimeline
Capital Planning Advisors, LLC6,327$772K0.12%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,293$768K0.32%013F-HRTimeline
Balentine LLC6,243$762K0.03%013F-HRTimeline
Centricity Wealth Management, LLC6,202$757K0.69%013F-HRTimeline
TRUEFG, LLC6,151$750K0.25%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,149$750K0.02%013F-HRTimeline
RHS Financial, LLC6,132$748K0.42%-1,55213F-HRTimeline
CIBC WORLD MARKET INC.6,118$746K<0.01%-71013F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,117$746K0.02%-86313F-HRTimeline
Nabity-Jensen Investment Management Inc6,092$743K0.59%-4513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC6,035$736K0.07%+47013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,033$736K0.03%013F-HRTimeline
WealthShield Partners, LLC5,984$730K0.09%-96213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,952$726K0.07%+6113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …5,943$725K0.1%+19613F-HRTimeline
Belpointe Asset Management LLC5,927$723K0.04%-14113F-HRTimeline
XML Financial, LLC5,927$723K0.07%+82013F-HRTimeline
Transform Wealth, LLC5,908$721K0.04%-36913F-HRTimeline
DAVIS R M INC5,902$720K0.01%-30013F-HRTimeline
True North Advisors, LLC5,845$713K0.13%+7313F-HRTimeline
Strategic Financial Concepts, LLC5,800$708K0.13%-20013F-HRTimeline
Beckerman Institutional, LLC5,798$707K0.51%013F-HRTimeline
Gemmer Asset Management LLC5,788$706K0.07%+61013F-HRTimeline
Accurate Wealth Management, LLC6,087$706K0.13%-4,90413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,780$705K0.08%013F-HRTimeline
McClarren Financial Advisors, Inc.5,777$704K0.47%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP5,757$702K0.03%-2613F-HRTimeline
Procyon Advisors, LLC5,756$702K0.04%-43213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,729$699K0.09%013F-HRTimelineGroup
Inman Jager Wealth Management, LLC5,727$699K0.52%-8313F-HRTimeline
ZEGA Investments, LLC5,710$697K0.2%+81213F-HRTimeline
FIRST MANHATTAN CO. LLC.5,692$695K<0.01%+1,39313F-HRTimeline
Pinnacle Wealth Management Group, Inc.5,688$694K0.48%+1,13713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,680$693K0.27%013F-HRTimeline
LEGACY SOLUTIONS, LLC5,641$688K0.76%+84513F-HRTimeline
Running Point Capital Advisors, LLC5,635$688K0.22%+4,21113F-HRTimeline
5T Wealth, LLC5,629$687K0.39%+53213F-HRTimeline
CGN Advisors LLC5,569$679K0.07%-48313F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,551$677K0.01%-12,62413F-HRTimeline
Brookwood Investment Group LLC5,537$676K0.12%13F-HRTimeline
Financial Freedom, LLC5,530$675K0.39%+713F-HRTimeline
NorthRock Partners, LLC5,528$675K0.02%+1,11213F-HRTimeline
JFS WEALTH ADVISORS, LLC5,513$673K0.05%+19113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,557$672K0.04%+40213F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,500$671K<0.01%-52513F-HRTimelineGroup
Financial Architects, LLC5,500$671K0.43%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,382$657K<0.01%-1,73313F-HRTimelineGroup
Independent Advisor Alliance5,370$655K0.02%-27,35413F-HRTimeline
Good Life Advisors, LLC5,323$649K0.05%-49913F-HRTimeline
Arete Wealth Advisors, LLC5,317$649K0.05%+19513F-HRTimeline