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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,635 managers (1,650 13F filers) reported a position in ITOT shares at 2025-12-31, 341,287,389 shares in all. 92 filers opened a position and 63 filers sold out during the quarter.

Managers
1,635
13F filers
1,650
New
92
Added
553
Reduced
545
Sold out
63
Shares held by filers
341,287,389

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ZWJ INVESTMENT COUNSEL INC14,355$2.13M0.08%-50213F-HRTimeline
Cyndeo Wealth Partners, LLC14,192$2.11M0.11%-27113F-HRTimeline
Traveka Wealth, LLC14,053$2.09M0.85%+11,63913F-HRTimeline
Compass Ion Advisors, LLC14,012$2.08M0.2%+113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC13,965$2.08M1.42%-613F-HRTimeline
Valeo Financial Advisors, LLC13,929$2.07M0.05%-40813F-HRTimeline
Icon Wealth Advisors, LLC13,887$2.06M0.14%+713F-HRTimeline
Advisors Capital Management, LLC13,717$2.04M0.02%+5,68313F-HRTimeline
ABLE Financial Group, LLC13,649$2.03M0.41%-38713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,580$2.02M0.03%+1,50913F-HRTimelineGroup
Hobbs Group Advisors, LLC13,375$1.99M0.6%+65913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,373$1.99M0.04%-4413F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,275$1.97M0.24%+40613F-HRTimeline
First Interstate Bank13,224$1.97M0.11%-98413F-HRTimeline
Stephenson & Company, Inc.13,202$1.96M1.08%013F-HRTimeline
BlueStem Wealth Partners, LLC13,066$1.94M0.21%-29113F-HRTimeline
Three Arch Wealth Management LLC13,044$1.94M0.36%13F-HRTimeline
Prosperity Planning, Inc.13,037$1.94M0.51%+4813F-HRTimeline
Whitcomb & Hess, Inc.12,754$1.94M0.46%-96613F-HRTimeline
Westside Investment Management, Inc.12,991$1.93M0.31%-1213F-HRTimeline
Oak Barrel Wealth Advisory LLC12,923$1.92M1.15%13F-HRTimeline
KOM Wealth Management Group, LLC12,904$1.92M1.36%-22113F-HRTimeline
Dynamic Advisor Solutions LLC12,853$1.91M0.06%-43213F-HRTimeline
Aaron Wealth Advisors LLC12,797$1.9M0.11%-3,17313F-HRTimeline
Colter Lewis Investment Partners LLC12,789$1.9M2.2%13F-HRTimeline
Centennial Wealth Advisory LLC12,751$1.9M0.5%-1,13313F-HRTimeline
Box Hill Private Wealth LLC12,672$1.88M1.91%13F-HRTimeline
Berman McAleer LLC12,637$1.88M0.26%-17513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…12,556$1.87M0.04%new13F-HRTimelineGroup
Nemes Rush Group LLC12,452$1.85M0.17%+1,58913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM12,444$1.85M0.16%013F-HRTimelineGroup
Parkside Investments, LLC12,384$1.84M0.23%+9513F-HRTimeline
Security Financial Services, INC.12,358$1.84M0.29%+50913F-HRTimeline
My Personal CFO, LLC12,287$1.83M0.76%new13F-HRTimeline
Gryphon Financial Partners LLC12,222$1.82M0.19%+513F-HRTimeline
Mill Creek Capital Advisors, LLC12,047$1.79M0.04%+113F-HRTimeline
Walsh & Associates, LLC12,038$1.79M1.76%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,989$1.78M0.13%-29313F-HRTimeline
SageView Advisory Group, LLC11,978$1.78M0.06%-14113F-HRTimeline
Tennessee Valley Asset Management Partn…11,932$1.77M0.23%+1,47013F-HRTimeline
PIONEER TRUST BANK N A/OR11,750$1.75M0.41%013F-HRTimeline
Bawa N Mallick Trust11,677$1.74M0.64%+1013F-HRTimeline
Weaver Consulting Group11,647$1.73M0.42%013F-HRTimeline
HRT FINANCIAL LP11,636$1.73M0.01%+7,27213F-HRTimeline
Caliber Wealth Management, LLC / KS11,605$1.73M0.19%-38913F-HRTimeline
Brooklyn Investment Group11,474$1.72M0.08%+38713F-HRTimeline
Professional Financial Advisors, LLC11,547$1.72M0.35%+6113F-HRTimeline
Beacon Financial Advisory LLC11,540$1.72M0.4%-14513F-HRTimeline
Rosenberg Matthew Hamilton11,478$1.71M0.35%-75213F-HRTimeline
BCS Wealth Management11,390$1.69M0.17%+5,60613F-HRTimeline
D'Orazio & Associates, Inc.11,386$1.69M0.22%+28013F-HRTimeline
Finley Financial, LLC11,345$1.69M0.77%-3013F-HRTimeline
D.A. DAVIDSON & CO.11,338$1.69M0.01%-1213F-HRTimeline
Balentine LLC11,325$1.68M0.06%-1,87313F-HRTimeline
PCA Investment Advisory Services Inc.11,283$1.68M0.59%+3513F-HRTimeline
COGENT STRATEGIC WEALTH LLC11,065$1.67M1.82%13F-HRTimeline
MGO ONE SEVEN LLC11,174$1.66M0.03%+8313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.11,147$1.66M0.12%-31713F-HRTimeline
Pinnacle Family Advisors, LLC11,032$1.64M0.72%-18313F-HRTimeline
Salvus Wealth Management, LLC10,996$1.63M0.91%new13F-HRTimeline
WEDBUSH SECURITIES INC10,942$1.63M0.05%+4,29413F-HRTimeline
Westmount Partners, LLC10,914$1.62M0.4%+13013F-HRTimeline
Aft, Forsyth & Sober, LLC10,875$1.62M0.49%-1,15013F-HRTimeline
Legacy Advisors, LLC10,867$1.62M0.17%013F-HRTimeline
MN Wealth Advisors, LLC10,821$1.61M0.81%-25513F-HRTimeline
Clarity Asset Management, Inc.10,803$1.61M0.88%-19513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,674$1.59MnewTimeline
Invst, LLC10,647$1.58M0.17%-70713F-HRTimeline
Crusonia Wealth Advisors LLC10,640$1.58M0.35%13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC10,623$1.58M0.29%013F-HRTimeline
JDH Wealth Management, LLC10,599$1.58M1.08%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.10,598$1.58M0.12%013F-HRTimelineGroup
Smartleaf Asset Management LLC10,514$1.58M0.06%+9,36613F-HRTimeline
Magnolia Private Wealth, LLC10,587$1.57M1.1%-59113F-HRTimeline
Visionary Wealth Advisors10,540$1.57M0.07%-7213F-HRTimeline
Clayton Financial Group LLC10,512$1.56M0.8%new13F-HRTimeline
Klingman & Associates, LLC10,510$1.56M0.08%-1,13313F-HRTimeline
MBL Wealth, LLC10,489$1.56M0.13%+1,42013F-HRTimeline
Accelerate Investment Advisors LLC10,459$1.56M1.05%+45513F-HRTimeline
Bouvel Investment Partners, LLC10,441$1.55M0.45%+1,25313F-HRTimeline
RHS Financial, LLC10,426$1.55M0.76%+1,30913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,423$1.55M0.05%-46413F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC10,403$1.55M0.12%+57413F-HRTimeline
Tanglewood Legacy Advisors, LLC10,398$1.55M0.58%+3113F-HRTimeline
Coordinated Financial Services, Inc.10,312$1.53M0.88%-34713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,262$1.53M0.03%-2,00013F-HRTimeline
Sovereign Financial Group, Inc.10,205$1.52M0.27%+3013F-HRTimeline
Patten Group, Inc.10,160$1.51M0.28%-2,35313F-HRTimeline
TWO SIGMA SECURITIES, LLC10,152$1.51M0.21%+1,10013F-HRTimeline
NorthCoast Asset Management LLC10,146$1.51M0.03%-330,66213F-HRTimeline
Index Fund Advisors, Inc.10,109$1.5M0.07%013F-HRTimeline
Integrated Advisors Network LLC10,107$1.5M0.07%-29913F-HRTimeline
PRIVATE MANAGEMENT GROUP INC10,000$1.49M0.04%013F-HRTimeline
Chicago Capital, LLC9,974$1.48M0.04%-3813F-HRTimeline
Eagle Bluffs Wealth Management LLC9,972$1.48M0.6%+1,24613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,882$1.47M0.16%-4713F-HRTimeline
FourThought Financial Partners, LLC9,819$1.46M0.12%+2313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,730$1.46M0.1%+61913F-HRTimeline
Madison Wealth Partners, Inc9,746$1.45M0.26%-77013F-HRTimeline
Signature Wealth Management Partners, L…9,744$1.45M0.72%+9913F-HRTimeline
Focus Financial Network, Inc.9,736$1.45M0.05%+99813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT9,704$1.44M0.45%+3213F-HRTimeline
Sugar Maple Asset Management, LLC9,671$1.44M0.97%+313F-HRTimeline
Seaside Wealth Management, Inc.9,610$1.43M0.41%-36613F-HRTimeline
Meridian Wealth Partners, LLC9,561$1.42M0.2%-35713F-HRTimeline
WOLFF WIESE MAGANA LLC9,553$1.42M0.78%-513F-HRTimeline
Capital Investment Advisors, LLC9,481$1.41M0.02%-10413F-HRTimeline
Wescott Financial Advisory Group, LLC9,403$1.4M0.12%-16413F-HRTimeline
Somerset Trust Co9,385$1.4M0.43%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC9,364$1.39M0.1%+10813F-HR/ATimeline
Pathway Financial Advisors LLC9,200$1.39M0.17%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,318$1.39M0.1%-1,37713F-HRTimeline
Fielder Capital Group LLC9,302$1.38M0.29%-38313F-HRTimeline
Curated Wealth Partners LLC9,301$1.38M0.15%013F-HRTimeline
NorthRock Partners, LLC9,281$1.38M0.02%+92813F-HRTimeline
Institute for Wealth Management, LLC.9,263$1.38M0.15%-41613F-HRTimeline
Krilogy Financial LLC9,082$1.38M0.05%013F-HRTimeline
Northstar Financial Companies, Inc.9,192$1.37M1.09%-3,44113F-HRTimeline
Gibson Capital, LLC9,167$1.36M0.25%+1,35913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,151$1.36M0.05%013F-HRTimeline
Global View Capital Management LLC9,116$1.36M0.25%-1,13013F-HRTimeline
OAKWORTH CAPITAL, INC.9,066$1.35M0.07%013F-HRTimeline
Evernest Financial Advisors, LLC8,872$1.35M0.28%013F-HRTimeline
Baring Financial LLC9,057$1.35M0.82%-9713F-HRTimeline
Almanack Investment Partners, LLC.9,053$1.35M0.23%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,952$1.33M0.15%013F-HRTimeline
MAYPORT, LLC8,827$1.31M0.26%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,770$1.3M0.07%-38213F-HRTimeline
Sprinkle Financial Consultants LLC8,767$1.3M0.66%+6913F-HRTimeline
Base Wealth Management LLC8,754$1.3M0.7%-3413F-HRTimeline
MATHER GROUP, LLC.8,732$1.3M0.01%+33013F-HRTimeline
Detalus Advisors, LLC8,654$1.29M0.31%+24713F-HRTimeline
CORRADO ADVISORS, LLC8,508$1.26M0.63%+26313F-HRTimeline
Avidian Wealth Enterprises, LLC8,460$1.26M0.05%+913F-HRTimeline
Cypress Wealth Services, LLC8,439$1.25M0.17%+11413F-HRTimeline
WELLINGTON-ALTUS USA INC.8,435$1.25M0.93%13F-HRTimeline
Human Investing LLC8,434$1.25M0.18%+23913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,403$1.25M0.04%-95013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC8,365$1.24M0.05%-51313F-HRTimeline
Helium Advisors LLC8,359$1.24M1.26%-23013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.8,324$1.24M0.26%+2213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.8,311$1.24M0.21%+2,34913F-HRTimeline
Petros Family Wealth, LLC8,308$1.24M0.82%+6,55913F-HRTimeline
Southeast Asset Advisors, LLC8,292$1.23M0.12%-11713F-HRTimeline
Rodgers & Associates, LTD8,249$1.23M0.12%013F-HRTimeline
Solstein Capital, LLC8,240$1.23M0.49%new13F-HRTimeline
Horst & Graben Wealth Management LLC8,178$1.22M0.18%+4313F-HRTimeline
ATWOOD & PALMER INC8,127$1.21M0.07%013F-HRTimeline
Winter & Associates, Inc.8,112$1.21M1.11%13F-HRTimeline
MERIDIAN MANAGEMENT CO8,100$1.2M0.3%013F-HRTimeline
Ares Financial Consulting, LLC8,029$1.19M1.14%13F-HRTimeline
Pinnacle Wealth Management Group, Inc.8,025$1.19M0.6%+55013F-HRTimeline
Sylvest Advisors, LLC8,022$1.19M0.64%-15913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,020$1.19M0.22%-413F-HRTimeline
Elevated Financial Group LLC7,997$1.19M0.41%13F-HRTimeline
L.K. Benson & Company, P.C.7,846$1.17M0.59%+8013F-HRTimeline
WEALTH ALLIANCE, LLC7,843$1.17M0.11%+3,95513F-HRTimeline
KLCM Advisors, Inc.7,836$1.17M0.1%new13F-HRTimeline
Grange Capital, LLC7,833$1.16M1.12%+10613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,742$1.15M0.03%-23713F-HRTimeline
NWK Group, Inc.7,704$1.15M0.4%+5,05013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP7,617$1.13M0.05%new13F-HRTimeline
Symphony Financial, Ltd. Co.7,552$1.13M0.15%+11213F-HRTimeline
Baker Avenue Asset Management, LP7,605$1.13M0.03%-6813F-HRTimeline
SFMG, LLC7,505$1.12M0.07%-1413F-HRTimeline
PATTEN & PATTEN INC/TN7,500$1.12M0.07%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC7,468$1.11M0.49%13F-HRTimeline
Meridian Wealth Management, LLC7,468$1.11M0.04%-6913F-HRTimeline
Edgestream Partners, L.P.7,431$1.1M0.03%+5,64613F-HRTimeline
Keystone Wealth Services, LLC7,430$1.1M0.23%+313F-HRTimeline
55 North Private Wealth, LLC7,391$1.1M0.29%13F-HRTimeline
Elevation Wealth Management LLC7,336$1.09M1.05%13F-HRTimeline
FINANCIAL CONSULATE, INC7,293$1.08M0.15%-1,72713F-HRTimeline
WealthShield Partners, LLC7,277$1.08M0.12%-8913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,272$1.08M0.04%-1313F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC7,253$1.08M3.27%13F-HRTimeline
Windsor Capital Management, LLC7,229$1.07M0.3%-15913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,150$1.06M0.04%-5913F-HRTimelineGroup
Stonekeep Investments, LLC7,097$1.05M0.67%-7613F-HR/ATimeline
Orgel Wealth Management, LLC7,065$1.05M0.02%013F-HRTimeline
IFG Advisory, LLC7,052$1.05M0.05%+15013F-HRTimeline
KWMG, LLC7,047$1.05M0.09%-213F-HRTimeline
FIRST AMERICAN TRUST, FSB7,041$1.05M0.07%+2,23213F-HRTimeline
One Capital Management, LLC7,039$1.05M0.03%+7413F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP7,001$1.04M0.03%new13F-HRTimeline
EPG Wealth Management LLC6,998$1.04M0.28%+3513F-HRTimeline
CAPITAL CITY TRUST CO/FL6,992$1.04M0.23%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC6,921$1.03M0.32%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT6,885$1.02M0.06%-25413F-HRTimeline
CIBC WORLD MARKET INC.6,826$1.01M<0.01%-27913F-HRTimeline
ZEGA Investments, LLC6,819$1.01M0.2%+1,12713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,805$1.01M<0.01%-14913F-HRTimelineGroup
Rolek Wealth Management LLC6,793$1.01M0.69%-7513F-HRTimeline
Chesley Taft & Associates LLC6,764$1.01M0.04%+4113F-HRTimeline
San Luis Wealth Advisors LLC6,724$1000K0.17%-6813F-HRTimeline
HCR Wealth Advisors6,716$999K0.1%-3113F-HRTimeline
TSA Wealth Managment LLC6,696$996K0.33%+11213F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp6,667$991K0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC6,662$991K0.06%+6713F-HRTimeline
Aspiring Ventures, LLC6,640$987K0.35%+9213F-HRTimeline