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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,509 managers (1,523 13F filers) reported a position in ITOT shares at 2025-09-30, 334,291,678 shares in all. 99 filers opened a position and 47 filers sold out during the quarter.

Managers
1,509
13F filers
1,523
New
99
Added
527
Reduced
539
Sold out
47
Shares held by filers
334,291,678

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Mill Creek Capital Advisors, LLC12,046$1.75M0.04%-113F-HRTimeline
Aft, Forsyth & Sober, LLC12,025$1.75M0.54%-25013F-HRTimeline
Caliber Wealth Management, LLC / KS11,994$1.75M0.19%-1,81413F-HRTimeline
Security Financial Services, INC.11,849$1.73M0.28%-20113F-HRTimeline
TBH Global Asset Management, LLC11,779$1.72M0.33%new13F-HRTimeline
PIONEER TRUST BANK N A/OR11,750$1.71M0.4%013F-HRTimeline
Beacon Financial Advisory LLC11,685$1.7M0.39%-44913F-HRTimeline
Bawa N Mallick Trust11,667$1.7M0.64%+913F-HRTimeline
Weaver Consulting Group11,647$1.7M0.43%-1013F-HRTimeline
Klingman & Associates, LLC11,643$1.7M0.09%-1,96313F-HRTimeline
Professional Financial Advisors, LLC11,486$1.67M0.35%-113F-HRTimeline
Pinnacle Financial Partners Inc11,464$1.67M0.04%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.11,464$1.67M0.12%+1,58613F-HRTimeline
Riverbend Wealth Management, LLC11,418$1.66M1.16%+1,00413F-HRTimeline
Finley Financial, LLC11,375$1.66M0.77%013F-HRTimeline
Hemington Wealth Management11,359$1.65M0.22%013F-HRTimeline
Invst, LLC11,354$1.65M0.19%-4,24913F-HRTimeline
D.A. DAVIDSON & CO.11,350$1.65M0.01%-33913F-HRTimeline
PCA Investment Advisory Services Inc.11,248$1.64M0.61%new13F-HRTimeline
Pinnacle Family Advisors, LLC11,215$1.63M0.71%+1513F-HRTimeline
Magnolia Private Wealth, LLC11,178$1.63M1.19%-5,80913F-HRTimeline
D'Orazio & Associates, Inc.11,106$1.62M0.21%-7513F-HRTimeline
MGO ONE SEVEN LLC11,091$1.62M0.04%-16613F-HRTimeline
MN Wealth Advisors, LLC11,076$1.61M0.86%+79013F-HRTimeline
Clarity Asset Management, Inc.10,998$1.6M0.9%+3113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,887$1.59M0.05%-9613F-HRTimelineGroup
Legacy Advisors, LLC10,867$1.58M0.2%new13F-HRTimeline
Nemes Rush Group LLC10,863$1.58M0.16%-5913F-HRTimeline
Westmount Partners, LLC10,784$1.58M0.41%+10213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC10,695$1.56M0.12%-65013F-HRTimeline
Coordinated Financial Services, Inc.10,659$1.55M1%+113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC10,623$1.55M0.28%+35113F-HRTimeline
Visionary Wealth Advisors10,612$1.55M0.07%+4113F-HRTimeline
Midwest Trust Co10,605$1.54M0.02%+2,53613F-HRTimeline
JDH Wealth Management, LLC10,599$1.54M1.1%-1,05713F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.10,598$1.54M0.1%-27613F-HRTimelineGroup
Madison Wealth Partners, Inc10,516$1.53M0.3%+1,11113F-HRTimeline
Tennessee Valley Asset Management Partn…10,462$1.52M0.21%new13F-HRTimeline
Integrated Advisors Network LLC10,406$1.52M0.06%+11713F-HRTimeline
Tanglewood Legacy Advisors, LLC10,367$1.51M0.58%+2713F-HRTimeline
Global View Capital Management LLC10,246$1.49M0.32%-33713F-HRTimeline
Brooklyn Investment Group11,087$1.49M0.2%013F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,202$1.49M+5,908Timeline
Sovereign Financial Group, Inc.10,175$1.48M0.28%+1013F-HRTimeline
Index Fund Advisors, Inc.10,109$1.47M0.07%013F-HRTimeline
Financial & Tax Architects, LLC10,068$1.47M0.32%new13F-HRTimeline
Chicago Capital, LLC10,012$1.46M0.04%+27813F-HRTimeline
Accelerate Investment Advisors LLC10,004$1.46M0.99%-19713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC10,000$1.46M0.04%013F-HRTimeline
Seaside Wealth Management, Inc.9,976$1.45M0.43%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,929$1.45M0.16%+913F-HRTimeline
Meridian Wealth Partners, LLC9,918$1.44M0.2%-56513F-HRTimeline
Laird Norton Wetherby Wealth Management…9,831$1.43M0.06%013F-HRTimeline
Galvin, Gaustad & Stein, LLC9,829$1.43M0.12%+22813F-HRTimeline
FourThought Financial Partners, LLC9,796$1.43M0.13%013F-HRTimeline
Fielder Capital Group LLC9,685$1.41M0.32%013F-HRTimeline
Institute for Wealth Management, LLC.9,679$1.41M0.15%+19713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT9,672$1.41M0.45%new13F-HRTimeline
Sugar Maple Asset Management, LLC9,668$1.41M1.01%+213F-HRTimeline
Signature Wealth Management Partners, L…9,645$1.4M0.74%+6113F-HRTimeline
Capital Investment Advisors, LLC9,585$1.4M0.02%+9613F-HRTimeline
Wescott Financial Advisory Group, LLC9,567$1.39M0.13%-77813F-HRTimeline
WOLFF WIESE MAGANA LLC9,558$1.39M0.79%-27813F-HRTimeline
Somerset Trust Co9,385$1.37M0.42%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,353$1.36M0.05%+1,84713F-HRTimeline
Curated Wealth Partners LLC9,301$1.35M0.16%013F-HRTimeline
Savvy Advisors, Inc.9,275$1.35M0.06%-49413F-HRTimeline
EARNED WEALTH ADVISORS, LLC9,256$1.35M0.22%-15313F-HRTimeline
Krilogy Financial LLC9,082$1.34M0.05%new13F-HRTimeline
Pathway Financial Advisors LLC9,200$1.34M0.18%013F-HRTimeline
Bouvel Investment Partners, LLC9,188$1.34M0.41%-23213F-HRTimeline
Baring Financial LLC9,154$1.33M0.91%-20313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,152$1.33M0.08%+1613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,151$1.33M0.04%+1,29513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,149$1.33M<0.01%+14413F-HRTimelineGroup
RHS Financial, LLC9,117$1.33M0.69%+84713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,111$1.33M0.1%-1813F-HRTimeline
MBL Wealth, LLC9,069$1.32M0.12%+40713F-HRTimeline
OAKWORTH CAPITAL, INC.9,066$1.32M0.08%013F-HRTimeline
Almanack Investment Partners, LLC.9,053$1.32M0.2%013F-HRTimeline
TWO SIGMA SECURITIES, LLC9,052$1.32M0.19%+70213F-HRTimeline
FINANCIAL CONSULATE, INC9,020$1.31M0.19%013F-HRTimeline
Flywheel Private Wealth LLC9,008$1.31M1.02%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,952$1.3M0.15%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,878$1.29M0.05%+9513F-HRTimeline
Evernest Financial Advisors, LLC8,872$1.29M0.36%+6,60513F-HRTimeline
MAYPORT, LLC8,827$1.29M0.28%+213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,800$1.28M<0.01%-14,20013F-HRTimeline
Base Wealth Management LLC8,788$1.28M0.73%013F-HRTimeline
Willow Creek Wealth Management Inc.8,782$1.28M0.11%+97513F-HRTimeline
Focus Financial Network, Inc.8,738$1.27M0.05%+39713F-HRTimeline
Eagle Bluffs Wealth Management LLC8,726$1.27M0.55%+11713F-HRTimeline
Sprinkle Financial Consultants LLC8,698$1.27M0.71%+2613F-HRTimeline
Helium Advisors LLC8,589$1.25M1.04%-25713F-HRTimeline
SYNOVUS FINANCIAL CORP8,493$1.24M0.01%-21213F-HRTimeline
Avidian Wealth Enterprises, LLC8,451$1.23M0.05%-32813F-HRTimeline
Cooper Financial Group8,445$1.23M0.14%+27213F-HRTimeline
Southeast Asset Advisors, LLC8,409$1.22M0.13%-2513F-HRTimeline
Detalus Advisors, LLC8,407$1.22M0.32%-27313F-HRTimeline
MATHER GROUP, LLC.8,402$1.22M0.01%-2813F-HRTimeline
LexAurum Advisors, LLC8,395$1.22M0.17%+8013F-HRTimeline
NorthRock Partners, LLC8,353$1.22M0.02%+2,39913F-HRTimeline
Cypress Wealth Services, LLC8,325$1.21M0.2%-15013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.8,302$1.21M0.26%-1,44913F-HRTimeline
Rodgers & Associates, LTD8,249$1.2M0.12%-24213F-HRTimeline
CORRADO ADVISORS, LLC8,245$1.2M0.65%+14513F-HRTimeline
Apexium Financial, LP8,197$1.19M0.06%-20313F-HRTimeline
Human Investing LLC8,195$1.19M0.18%+33713F-HRTimeline
Sylvest Advisors, LLC8,181$1.19M0.64%-14113F-HRTimeline
Horst & Graben Wealth Management LLC8,135$1.18M0.18%-113F-HRTimeline
ATWOOD & PALMER INC8,127$1.18M0.07%+1,04613F-HRTimeline
MERIDIAN MANAGEMENT CO8,100$1.18M0.32%013F-HRTimeline
Advisors Capital Management, LLC8,034$1.17M0.01%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,024$1.17M0.22%-2713F-HRTimeline
Ground Swell Capital, LLC8,004$1.17M2.55%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,979$1.16M0.03%-24813F-HRTimeline
Gibson Capital, LLC7,808$1.14M0.21%+313F-HRTimeline
L.K. Benson & Company, P.C.7,766$1.13M0.61%+8513F-HRTimeline
Grange Capital, LLC7,727$1.13M1.09%-10413F-HRTimeline
Baker Avenue Asset Management, LP7,673$1.12M0.03%-10913F-HRTimeline
Meridian Wealth Management, LLC7,537$1.1M0.04%+4,08713F-HRTimeline
SFMG, LLC7,519$1.1M0.08%+17613F-HRTimeline
PATTEN & PATTEN INC/TN7,500$1.09M0.06%+5,73113F-HRTimeline
Ervin Investment Management, LLC7,483$1.09M0.62%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.7,475$1.09M0.56%+1,67713F-HRTimeline
Premier Path Wealth Partners, LLC7,473$1.09M0.14%+7113F-HRTimeline
Keystone Wealth Services, LLC7,427$1.08M0.24%+10113F-HRTimeline
Symphony Financial, Ltd. Co.7,440$1.08M0.13%+44413F-HRTimeline
Windsor Capital Management, LLC7,388$1.08M0.3%-1513F-HRTimeline
WealthShield Partners, LLC7,366$1.07M0.12%-2,87013F-HRTimeline
Kovack Advisors, Inc.7,333$1.07M0.1%+613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,285$1.06M0.04%+1,68113F-HRTimeline
Northwest Capital Management Inc7,283$1.06M1.12%-7613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,209$1.05M0.04%+12013F-HRTimelineGroup
Stonekeep Investments, LLC7,173$1.04M0.66%+18113F-HRTimeline
PBMares Wealth Management LLC7,161$1.04M0.17%-3313F-HRTimeline
ALBION FINANCIAL GROUP /UT7,139$1.04M0.06%+25413F-HRTimeline
CIBC WORLD MARKET INC.7,105$1.03M<0.01%+49513F-HRTimeline
Orgel Wealth Management, LLC7,065$1.03M0.02%013F-HRTimeline
KWMG, LLC7,049$1.03M0.09%+23713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,020$1.02M0.07%-1,59513F-HRTimeline
XY Planning Network, Inc.7,563$1.02M0.35%013F-HRTimeline
CAPITAL CITY TRUST CO/FL6,992$1.02M0.25%013F-HRTimeline
One Capital Management, LLC6,965$1.01M0.03%+4813F-HRTimeline
EPG Wealth Management LLC6,963$1.01M0.28%+1813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,954$1.01M<0.01%+2,84513F-HRTimelineGroup
IFG Advisory, LLC6,902$1.01M0.05%+13613F-HRTimeline
Rolek Wealth Management LLC6,868$1M0.75%+21713F-HRTimeline
FIDUCIARY ADVISORS, INC.6,816$993K0.8%+22813F-HRTimeline
San Luis Wealth Advisors LLC6,792$989K0.18%-68613F-HR/ATimeline
HCR Wealth Advisors6,747$988K0.1%013F-HRTimeline
Brio Consultants, LLC6,777$987K0.14%013F-HRTimeline
Vertex Planning Partners, LLC6,740$982K0.19%-3413F-HRTimeline
Chesley Taft & Associates LLC6,723$979K0.04%+22413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,716$978K0.01%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp6,667$971K0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC6,648$968K0.03%-4,87613F-HRTimeline
GHP Investment Advisors, Inc.6,615$964K0.04%-29413F-HRTimeline
Soundwatch Capital LLC6,604$962K0.15%+1,53013F-HRTimeline
Plante Moran Financial Advisors, LLC6,595$961K0.06%-84413F-HRTimeline
TSA Wealth Managment LLC6,584$959K0.33%-5113F-HRTimeline
Aspiring Ventures, LLC6,548$954K0.34%013F-HRTimeline
KPP Advisory Services LLC6,518$949K0.14%-18613F-HRTimeline
Bond & Devick Financial Network, Inc.6,496$946K0.28%-18113F-HRTimeline
Dana Investment Advisors, Inc.6,491$945K0.03%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,429$936K0.2%+913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC6,408$933K0.08%+22613F-HRTimeline
Outlook Wealth Advisors, LLC6,365$927K0.23%013F-HRTimeline
IFC Advisors LLC6,360$926K0.17%-2,34613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,348$925K0.01%+1,27613F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.6,316$920K0.24%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,293$917K0.19%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,264$912K<0.01%-14413F-HRTimelineGroup
Adams Wealth Management6,259$912K0.2%-1,46813F-HRTimeline
CacheTech Inc.6,259$912K0.18%-1,46813F-HRTimeline
GC Wealth Management RIA, LLC6,238$909K0.03%-1,27113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,237$908K0.13%new13F-HRTimeline
TRUEFG, LLC6,233$908K0.25%+2413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,232$908K0.03%+42113F-HRTimelineGroup
Charter Oak Capital Management, LLC6,231$908K0.07%-14813F-HRTimeline
HOWE & RUSLING INC6,193$902K0.06%-94013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC6,185$901K0.28%-813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,129$893K0.07%+8413F-HRTimeline
Nabity-Jensen Investment Management Inc6,092$887K0.62%013F-HRTimeline
Wilkins Miller Wealth Management, LLC6,060$883K0.55%+1,06913F-HRTimeline
Bison Wealth, LLC5,912$882K0.08%+1,83213F-HRTimeline
Retirement Investment Advisors, Inc.6,036$879K0.07%new13F-HRTimeline
Sound Stewardship, LLC6,015$876K0.42%-47713F-HRTimeline
WJ Wealth Management, LLC5,876$875K0.38%-6,15713F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC6,001$874K0.02%+313F-HRTimeline
IFG Advisors, LLC5,992$873K0.14%+3613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,949$871K0.02%-20013F-HRTimeline
WealthPlan Investment Management, LLC5,974$870K0.06%-1013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.5,962$868K0.15%013F-HRTimeline
Independent Advisor Alliance5,930$864K0.02%-15113F-HRTimeline
SEVEN MILE ADVISORY5,929$864K0.14%new13F-HRTimeline
W ADVISORS, LLC5,912$861K0.45%+313F-HRTimeline
5T Wealth, LLC5,906$860K0.38%+78113F-HRTimeline
DAVIS R M INC5,902$860K0.02%013F-HRTimeline
HANCOCK WHITNEY CORP5,873$855K0.02%-22613F-HRTimeline