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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,464 managers (1,476 13F filers) reported a position in ITOT shares at 2025-06-30, 317,475,139 shares in all. 121 filers opened a position and 73 filers sold out during the quarter.

Managers
1,464
13F filers
1,476
New
121
Added
558
Reduced
492
Sold out
73
Shares held by filers
317,475,139

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bay Colony Advisory Group, Inc d/b/a Ba…12,232$1.65M0.23%+6113F-HRTimeline
Gryphon Financial Partners LLC12,213$1.65M0.22%-2113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,194$1.65M0.02%-1,02313F-HRTimelineGroup
Beacon Financial Advisory LLC12,134$1.64M0.42%+50613F-HRTimeline
Security Financial Services, INC.12,050$1.63M0.29%+1,44013F-HRTimeline
Mill Creek Capital Advisors, LLC12,047$1.63M0.04%+5,45013F-HRTimeline
WJ Wealth Management, LLC12,033$1.62M0.51%-73413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,875$1.6M0.14%-20313F-HRTimeline
LaSalle St. Investment Advisors, LLC11,823$1.6M0.44%-5013F-HRTimeline
PIONEER TRUST BANK N A/OR11,750$1.59M0.4%013F-HRTimeline
Optivise Advisory Services LLC11,694$1.58M0.81%-69213F-HRTimeline
D.A. DAVIDSON & CO.11,689$1.58M0.01%+9413F-HRTimeline
Bawa N Mallick Trust11,658$1.57M0.65%013F-HRTimeline
Weaver Consulting Group11,657$1.57M0.44%013F-HRTimeline
JDH Wealth Management, LLC11,656$1.57M1.21%+9,25213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC11,345$1.57M0.14%+57113F-HRTimeline
WEDBUSH SECURITIES INC11,524$1.56M0.05%+3,13413F-HRTimeline
Professional Financial Advisors, LLC11,487$1.55M0.36%+36313F-HRTimeline
Pinnacle Financial Partners Inc11,464$1.55M0.03%-29,98613F-HRTimeline
Vestmark Advisory Solutions, Inc.11,464$1.55M0.02%+6,84613F-HRTimeline
Finley Financial, LLC11,375$1.54M0.77%013F-HRTimeline
Hemington Wealth Management11,359$1.53M0.22%013F-HRTimeline
MGO ONE SEVEN LLC11,257$1.52M0.05%+4,75213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM12,444$1.52M0.21%013F-HRTimelineGroup
TD Waterhouse Canada Inc.11,201$1.51M0.01%013F-HRTimeline
D'Orazio & Associates, Inc.11,181$1.51M0.21%+7,64513F-HRTimeline
Pinnacle Family Advisors, LLC11,200$1.5M0.73%-1,87713F-HRTimeline
Brooklyn Investment Group11,087$1.5M0.2%+25613F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,983$1.48M0.05%-22913F-HRTimelineGroup
Clarity Asset Management, Inc.10,967$1.48M0.88%+3313F-HRTimeline
Nemes Rush Group LLC10,922$1.47M0.16%+1,64113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.10,874$1.47M0.1%013F-HRTimelineGroup
Regency Capital Management Inc.\DE10,800$1.46M0.77%+11513F-HRTimeline
Westmount Partners, LLC10,682$1.44M0.4%+2713F-HRTimeline
Coordinated Financial Services, Inc.10,658$1.44M1%13F-HRTimeline
Global View Capital Management LLC10,583$1.43M0.46%-1,36313F-HRTimeline
Visionary Wealth Advisors10,571$1.43M0.07%-5313F-HRTimeline
Meridian Wealth Partners, LLC10,483$1.42M0.21%-99713F-HRTimeline
Riverbend Wealth Management, LLC10,414$1.41M1.06%+2,55213F-HRTimeline
Wescott Financial Advisory Group, LLC10,345$1.4M0.13%-91713F-HRTimeline
Tanglewood Legacy Advisors, LLC10,340$1.4M0.57%+2813F-HRTimeline
Integrated Advisors Network LLC10,289$1.39M0.06%-39813F-HRTimeline
MN Wealth Advisors, LLC10,286$1.39M0.81%-98013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC10,272$1.39M0.28%013F-HRTimeline
WealthShield Partners, LLC10,236$1.38M0.17%+4,25213F-HRTimeline
Accelerate Investment Advisors LLC10,201$1.38M1.02%+97113F-HRTimeline
Sovereign Financial Group, Inc.10,165$1.37M0.28%-3813F-HRTimeline
Index Fund Advisors, Inc.10,109$1.37M0.08%+8913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC10,103$1.36M0.09%new13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC10,000$1.35M0.04%new13F-HRTimeline
Seaside Wealth Management, Inc.9,976$1.35M0.43%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,920$1.34M0.17%+6513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.9,878$1.33M0.1%+22913F-HRTimeline
WOLFF WIESE MAGANA LLC9,836$1.33M0.82%013F-HRTimeline
Laird Norton Wetherby Wealth Management…9,831$1.33M0.06%13F-HRTimeline
FourThought Financial Partners, LLC9,796$1.32M0.13%013F-HRTimeline
Savvy Advisors, Inc.9,769$1.32M0.09%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.9,751$1.32M0.33%-2,17613F-HRTimeline
Chicago Capital, LLC9,734$1.31M0.03%+31613F-HRTimeline
Fielder Capital Group LLC9,685$1.31M0.35%013F-HRTimeline
Sugar Maple Asset Management, LLC9,666$1.31M1.02%-11313F-HRTimeline
Galvin, Gaustad & Stein, LLC9,601$1.3M0.11%+48113F-HRTimeline
Signature Wealth Management Partners, L…9,584$1.29M0.74%+2813F-HRTimeline
Capital Investment Advisors, LLC9,489$1.28M0.02%+94713F-HR/ATimeline
Institute for Wealth Management, LLC.9,482$1.28M0.14%-3913F-HRTimeline
Bouvel Investment Partners, LLC9,420$1.27M0.43%+1,71013F-HRTimeline
EARNED WEALTH ADVISORS, LLC9,409$1.27M0.25%+46013F-HRTimeline
Madison Wealth Partners, Inc9,405$1.27M0.28%+1,30913F-HRTimeline
Somerset Trust Co9,385$1.27M0.41%013F-HRTimeline
Baring Financial LLC9,357$1.26M0.94%+113F-HRTimeline
Dunhill Financial, LLC9,338$1.26M0.37%-1,47013F-HRTimeline
Curated Wealth Partners LLC9,301$1.26M0.15%013F-HRTimeline
Pathway Financial Advisors LLC9,200$1.24M0.18%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,136$1.23M0.08%-10813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,129$1.23M0.1%+213F-HRTimeline
OAKWORTH CAPITAL, INC.9,066$1.22M0.08%013F-HRTimeline
Almanack Investment Partners, LLC.9,053$1.22M0.19%-713F-HRTimeline
FINANCIAL CONSULATE, INC9,020$1.22M0.24%new13F-HRTimeline
Flywheel Private Wealth LLC9,008$1.22M0.98%+4,70013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,005$1.22M<0.01%+1,01213F-HR/ATimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC8,952$1.21M0.15%013F-HRTimeline
Helium Advisors LLC8,846$1.19M0.76%-13913F-HRTimeline
MAYPORT, LLC8,825$1.19M0.29%+11513F-HRTimeline
Base Wealth Management LLC8,788$1.19M0.76%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,783$1.19M0.05%+2,75013F-HRTimeline
Avidian Wealth Enterprises, LLC8,779$1.19M0.05%+6913F-HRTimeline
SYNOVUS FINANCIAL CORP8,705$1.18M0.01%-2913F-HRTimeline
IFC Advisors LLC8,706$1.18M0.22%-2,37213F-HRTimeline
Detalus Advisors, LLC8,680$1.17M0.34%-88113F-HRTimeline
Sprinkle Financial Consultants LLC8,672$1.17M0.72%+2513F-HRTimeline
MBL Wealth, LLC8,662$1.17M0.11%+55513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,615$1.16M0.09%+2813F-HRTimeline
Eagle Bluffs Wealth Management LLC8,609$1.16M0.55%+48613F-HRTimeline
Rodgers & Associates, LTD8,491$1.15M0.13%+1,72113F-HRTimeline
Cypress Wealth Services, LLC8,475$1.14M0.2%-27613F-HRTimeline
Southeast Asset Advisors, LLC8,434$1.14M0.14%-1213F-HRTimeline
MATHER GROUP, LLC.8,430$1.14M0.01%-28013F-HRTimeline
Apexium Financial, LP8,400$1.13M0.06%013F-HRTimeline
TWO SIGMA SECURITIES, LLC8,350$1.13M0.14%+6,24613F-HRTimeline
Focus Financial Network, Inc.8,341$1.13M0.04%+1,61113F-HRTimeline
Sylvest Advisors, LLC8,322$1.12M0.65%-1,08113F-HRTimeline
LexAurum Advisors, LLC8,315$1.12M0.18%-11913F-HRTimeline
MERIDIAN MANAGEMENT CO8,100$1.12M0.31%013F-HRTimeline
RHS Financial, LLC8,270$1.12M0.63%+2,13813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,227$1.11M0.04%-96313F-HRTimeline
Cooper Financial Group8,173$1.1M0.13%+27013F-HRTimeline
Horst & Graben Wealth Management LLC8,136$1.1M0.18%+4,43913F-HRTimeline
CORRADO ADVISORS, LLC8,100$1.09M0.67%+1213F-HRTimeline
Midwest Trust Co8,069$1.09M0.02%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,051$1.09M0.23%-23513F-HRTimeline
Graypoint LLC8,038$1.09M0.06%-58913F-HRTimeline
Advisors Capital Management, LLC8,034$1.08M0.01%-91913F-HRTimeline
Human Investing LLC7,858$1.06M0.17%-67413F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,856$1.06M0.04%013F-HRTimeline
Grange Capital, LLC7,831$1.06M1.11%-4,32413F-HRTimeline
Willow Creek Wealth Management Inc.7,807$1.05M0.09%013F-HRTimeline
Gibson Capital, LLC7,805$1.05M0.21%+1,01913F-HRTimeline
Parkworth Wealth Management, Inc.7,783$1.05M0.76%+1,33213F-HRTimeline
Baker Avenue Asset Management, LP7,782$1.05M0.03%new13F-HRTimeline
Adams Wealth Management7,727$1.04M0.2%-1,13313F-HRTimeline
CacheTech Inc.7,727$1.04M0.19%-1,13313F-HRTimeline
L.K. Benson & Company, P.C.7,681$1.04M0.64%+14213F-HRTimeline
XY Planning Network, Inc.7,563$1.02M0.35%new13F-HRTimeline
GC Wealth Management RIA, LLC7,509$1.01M0.08%+74213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,506$1.01M0.04%-76213F-HRTimeline
San Luis Wealth Advisors LLC7,478$1.01M0.22%-42513F-HRTimeline
Plante Moran Financial Advisors, LLC7,439$1M0.07%+11113F-HRTimeline
Windsor Capital Management, LLC7,403$1000K0.29%-3613F-HRTimeline
Premier Path Wealth Partners, LLC7,402$1000K0.14%013F-HRTimeline
Northwest Capital Management Inc7,359$994K0.54%-4,77013F-HRTimeline
SFMG, LLC7,343$992K0.07%+1013F-HRTimeline
Kovack Advisors, Inc.7,327$989K0.1%-3,03413F-HRTimeline
Keystone Wealth Services, LLC7,326$989K0.24%+213F-HRTimeline
Strategic Financial Concepts, LLC7,319$988K0.14%+1,51913F-HRTimeline
PBMares Wealth Management LLC7,194$971K0.18%-19513F-HRTimeline
HOWE & RUSLING INC7,133$963K0.07%+24913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,089$957K0.04%-84913F-HRTimelineGroup
ATWOOD & PALMER INC7,081$956K0.06%013F-HRTimeline
Orgel Wealth Management, LLC7,065$954K0.02%013F-HRTimeline
Symphony Financial, Ltd. Co.6,996$950K0.12%new13F-HR/ATimeline
CAPITAL CITY TRUST CO/FL6,992$944K0.24%-17713F-HRTimeline
Stonekeep Investments, LLC6,992$944K0.64%+2,40413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,965$941K<0.01%-60,68513F-HRTimelineGroup
EPG Wealth Management LLC6,945$938K0.28%-4,15413F-HRTimeline
One Capital Management, LLC6,917$934K0.03%+41613F-HRTimeline
GHP Investment Advisors, Inc.6,909$933K0.04%013F-HRTimeline
ALBION FINANCIAL GROUP /UT6,885$930K0.06%013F-HRTimeline
KWMG, LLC6,812$920K0.09%-113F-HRTimeline
Brio Consultants, LLC6,777$915K0.13%new13F-HRTimeline
Vertex Planning Partners, LLC6,774$915K0.19%-18813F-HRTimeline
IFG Advisory, LLC6,766$914K0.05%-1,99313F-HRTimeline
HCR Wealth Advisors6,747$911K0.11%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,716$907K0.01%-3313F-HRTimeline
KPP Advisory Services LLC6,704$905K0.15%013F-HR/ATimeline
Bond & Devick Financial Network, Inc.6,677$902K0.3%+9613F-HRTimeline
Rolek Wealth Management LLC6,651$898K0.78%-1,06613F-HRTimeline
TSA Wealth Managment LLC6,635$896K0.33%+2,73113F-HRTimeline
CIBC WORLD MARKET INC.6,610$893K<0.01%+49213F-HRTimeline
FIDUCIARY ADVISORS, INC.6,588$890K0.78%-52513F-HRTimeline
Aspiring Ventures, LLC6,548$884K0.4%013F-HRTimeline
BCS Wealth Management6,546$884K0.19%-27413F-HRTimeline
Chesley Taft & Associates LLC6,499$878K0.04%+3213F-HRTimeline
Sound Stewardship, LLC6,492$877K0.45%-33413F-HRTimeline
Dana Investment Advisors, Inc.6,491$877K0.03%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,420$867K0.2%+1713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,408$865K<0.01%+1,02613F-HRTimelineGroup
Charter Oak Capital Management, LLC6,379$861K0.07%-2613F-HRTimeline
Outlook Wealth Advisors, LLC6,365$860K0.22%-2113F-HRTimeline
Guerra Advisors Inc6,336$856K0.4%new13F-HRTimeline
Capital Planning Advisors, LLC6,327$854K0.13%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,293$850K0.29%013F-HRTimeline
TRUEFG, LLC6,209$838K0.25%+5813F-HRTimeline
Centricity Wealth Management, LLC6,202$838K0.67%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC6,193$836K0.3%-81113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC6,182$835K0.08%+14713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,176$834K0.01%+2,79213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.6,153$831K0.04%-74013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC6,149$830K0.02%013F-HRTimeline
Balentine LLC6,120$826K0.03%-12313F-HRTimeline
HANCOCK WHITNEY CORP6,099$824K0.02%+2,87613F-HRTimeline
Nabity-Jensen Investment Management Inc6,092$823K0.61%013F-HRTimeline
Independent Advisor Alliance6,081$821K0.02%+71113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,045$816K0.07%+9313F-HRTimeline
IBEX WEALTH ADVISORS6,042$816K0.09%-4,98913F-HRTimeline
Larson Financial Group LLC6,036$815K0.03%+92413F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,998$810K0.02%-11913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.5,962$810K0.15%-1,39213F-HRTimeline
WealthPlan Investment Management, LLC5,984$808K0.06%+1,50213F-HRTimeline
IFG Advisors, LLC5,956$804K0.14%-78113F-HRTimeline
NorthRock Partners, LLC5,954$804K0.02%+42613F-HR/ATimeline
XML Financial, LLC5,927$800K0.07%013F-HRTimeline
W ADVISORS, LLC5,909$798K0.46%-1,97413F-HRTimeline
DAVIS R M INC5,902$797K0.01%013F-HRTimeline
True North Advisors, LLC5,846$789K0.15%+113F-HRTimeline
Keener Financial Planning LLC5,836$788K0.39%+4,43713F-HRTimeline
Smith Anglin Financial, LLC5,829$787K0.07%+3,14713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,811$785K0.03%-18,03313F-HRTimelineGroup
Gemmer Asset Management LLC5,803$784K0.07%+1513F-HRTimeline
Beckerman Institutional, LLC5,798$783K0.52%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.5,798$783K0.45%+11013F-HRTimeline