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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
KINGSWOOD WEALTH ADVISORS, LLC5,254$676K0.05%+59513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT5,217$671K0.03%-2513F-HRTimeline
ForthRight Wealth Management, LLC5,200$669K0.22%-65813F-HRTimeline
One Wealth Advisors, LLC5,195$668K0.1%-11113F-HRTimeline
Salomon & Ludwin, LLC5,193$668K0.07%-1713F-HRTimeline
Regal Investment Advisors LLC5,184$667K0.05%-57,18613F-HRTimeline
1834 INVESTMENT ADVISORS CO5,184$667K0.08%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,180$666K0.06%+10013F-HRTimelineGroup
Gemmer Asset Management LLC5,178$666K0.07%+30013F-HRTimeline
Clear Point Advisors Inc.5,173$665K0.57%-53313F-HRTimeline
Golden State Wealth Management, LLC5,160$664K0.1%13F-HRTimeline
Main Street Financial Solutions, LLC5,136$661K0.07%+3513F-HRTimeline
Arete Wealth Advisors, LLC5,122$660K0.05%+33813F-HRTimeline
HUB Investment Partners, LLC5,115$658K0.03%-53513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,155$657K0.04%-92113F-HRTimelineGroup
XML Financial, LLC5,107$657K0.06%+24213F-HRTimeline
Bison Wealth, LLC5,101$656K0.08%13F-HRTimeline
5T Wealth, LLC5,097$656K0.36%13F-HRTimeline
ZEGA Investments, LLC4,898$655K0.19%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,093$655K0.01%-23713F-HRTimeline
Merriman Wealth Management, LLC5,090$655K0.03%-3,16213F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.5,008$644K0.1%+5113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,942$636K0.01%+35213F-HRTimelineGroup
ARS Wealth Advisors Group, LLC4,881$628K0.09%-14913F-HRTimeline
Trademark Financial Management, LLC4,872$627K0.5%-89513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,852$624K0.41%-3113F-HRTimeline
Signature Resources Capital Management,…4,832$621K0.55%-9713F-HRTimeline
Cadent Capital Advisors, LLC4,832$621K0.22%+913F-HRTimeline
Carlson Capital Management4,830$621K0.03%-35113F-HRTimeline
MSH Capital Advisors LLC4,814$619K0.19%-22213F-HRTimeline
LEGACY SOLUTIONS, LLC4,796$617K0.67%13F-HRTimeline
Hilltop Partners LLC4,768$613K0.21%+13113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,750$611K0.14%013F-HRTimeline
Verdence Capital Advisors LLC4,747$611K0.05%-14013F-HRTimeline
OFC FINANCIAL PLANNING, LLC4,746$610K0.64%13F-HRTimeline
HALL LAURIE J TRUSTEE4,704$605K0.2%013F-HRTimeline
North Ridge Wealth Advisors, Inc.4,698$604K0.42%-1,25513F-HRTimeline
WEST BANCORPORATION INC4,693$604K0.4%+41313F-HRTimeline
FSM Wealth Advisors, LLC4,597$599K0.15%+2,77413F-HRTimeline
Thrive Wealth Management, LLC4,634$596K0.11%+2713F-HRTimeline
Waldron Private Wealth LLC4,612$593K0.02%-74713F-HRTimeline
AWM CAPITAL, LLC4,611$593K0.07%013F-HRTimeline
Financial Alternatives, Inc4,610$593K0.42%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,606$592K0.06%+17913F-HRTimeline
CFO4Life Group, LLC4,600$592K0.1%013F-HRTimeline
Marietta Wealth Management, LLC4,600$592K0.08%+17813F-HRTimeline
Next Level Private LLC4,589$590K0.24%+1713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,582$589K0.04%+1,90213F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC4,580$589K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Y-Intercept (Hong Kong) Ltd4,565$587K0.04%new13F-HRTimeline
Strategies Wealth Advisors, LLC4,412$587K0.07%-48713F-HRTimeline
Pinnacle Wealth Management Group, Inc.4,551$585K0.36%+11413F-HRTimeline
First Horizon Advisors, Inc.4,544$584K0.02%-4,24313F-HRTimeline
VILLERE ST DENIS J & CO LLC4,517$581K0.05%013F-HRTimeline
Bristlecone Advisors, LLC4,515$581K0.05%013F-HRTimeline
CHAPIN DAVIS, INC.4,618$580K0.19%013F-HRTimeline
Florida Trust Wealth Management Co4,509$580K0.02%013F-HRTimeline
Flywheel Private Wealth LLC4,494$578K0.53%13F-HRTimeline
Resurgent Financial Advisors LLC4,490$578K0.34%013F-HRTimeline
WealthPlan Investment Management, LLC4,482$576K0.06%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,469$575K0.11%-2213F-HRTimeline
Wilkins Miller Wealth Management, LLC4,460$574K0.6%13F-HRTimeline
Schiavi & Co LLC4,430$570K0.22%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,429$570K0.24%+1013F-HRTimeline
Zullo Investment Group, Inc.4,427$569K0.23%-8213F-HRTimeline
NorthRock Partners, LLC4,416$568K0.02%+1,96413F-HR/ATimeline
VERITY Wealth Advisors4,412$567K0.41%-20613F-HRTimeline
Cordant, Inc.4,406$567K0.3%013F-HRTimeline
Five Oceans Advisors4,384$564K0.26%-2213F-HRTimeline
Adero Partners, LLC4,360$561K0.04%-7613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,358$561K+339Timeline
COMMERCE BANKin group COMMERCE BANK4,321$556K<0.01%-4013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.4,320$556K0.02%-2,62113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,318$555K0.34%013F-HRTimeline
IMA Advisory Services, Inc.4,317$555K0.07%013F-HRTimeline
FIRST MANHATTAN CO. LLC.4,299$553K<0.01%-2,24513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,289$552K<0.01%-3,87613F-HRTimelineGroup
Safeguard Financial, LLC4,243$546K0.12%new13F-HRTimeline
Carl P. Sherr & Co., LLC4,236$545K0.29%+41513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,200$540K0.11%013F-HRTimeline
Sandy Spring Bank4,188$539K0.02%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI4,170$536K0.04%013F-HRTimeline
Eaton-Cambridge Inc.4,168$536K0.24%013F-HRTimeline
Rossmore Private Capital4,150$534K0.07%013F-HRTimeline
Asset Allocation & Management Company, …4,143$533K0.29%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,140$532K0.01%+213F-HRTimeline
GEN Financial Management, INC.4,137$532K0.35%13F-HRTimeline
Disciplined Investments, LLC4,136$532K0.26%new13F-HRTimeline
Busey Bank4,129$531K0.02%new13F-HRTimeline
Parkworth Wealth Management, Inc.4,100$527K0.44%13F-HRTimeline
Geometric Wealth Advisors4,080$525K0.1%-5413F-HRTimeline
Tradewinds Capital Management, LLC4,077$524K0.14%+1513F-HRTimeline
EQ LLC4,073$524K0.25%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,070$523K0.13%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,017$517K0.01%013F-HRTimelineGroup
Stone Summit Wealth LLC4,006$515K0.17%+513F-HRTimeline
ABLE Financial Group, LLC4,002$515K0.15%-1913F-HRTimeline
NORDEN GROUP LLC3,985$513K0.06%+15013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,963$510K0.06%+19713F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…3,957$509K0.5%13F-HRTimeline
Larson Financial Group LLC3,954$509K0.03%-1013F-HRTimeline
GAMMA Investing LLC3,954$509K0.04%+1,53113F-HRTimeline
Harbor Group, Inc.3,938$506K0.11%-24613F-HRTimeline
Garrett Wealth Advisory Group, LLC3,923$505K0.11%-3,36913F-HRTimeline
Fort Point Capital Partners LLC3,917$504K0.06%-2013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,900$502K0.03%013F-HR/ATimeline
Ballew Advisors, Inc3,901$498K0.32%013F-HRTimeline
NTV Asset Management LLC3,873$498K0.07%-513F-HRTimeline
Canandaigua National Trust Co of Florida3,856$496K0.39%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,843$495K0.01%+29413F-HRTimeline
BSW Wealth Partners3,808$490K0.07%+75913F-HRTimeline
RESTON WEALTH MANAGEMENT LLC3,802$489K0.18%+1413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,758$483K0.09%new13F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC3,747$482K0.19%-7813F-HRTimeline
Integras Partners LLC3,724$479K0.41%13F-HRTimeline
Roundview Capital LLC3,722$479K0.03%+42913F-HRTimeline
McNaughton Wealth Management, LLC3,718$478K0.23%+7313F-HRTimeline
W.H. Cornerstone Investments Inc.3,714$478K0.32%+1313F-HRTimeline
Trinity Financial Advisors LLC3,720$478K0.18%+1313F-HRTimeline
WealthBridge Capital Management, LLC3,705$477K0.13%+713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,704$476K0.21%+3313F-HRTimeline
CULBERTSON A N & CO INC3,695$475K0.08%013F-HRTimeline
Comprehensive Financial Planning, Inc./…3,691$475K0.4%13F-HRTimeline
Capital Investment Advisory Services, L…3,681$473K0.05%-8013F-HRTimeline
Aspen Grove Capital, LLC3,672$472K0.1%013F-HRTimeline
Marcum Wealth, LLC3,661$471K0.04%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,629$467K0.11%+10313F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3,591$462K0.11%new13F-HRTimelineGroup
OLIO Financial Planning3,588$461K0.16%new13F-HRTimeline
Cadence Wealth Management LLC3,583$461K0.31%+77413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,566$459K0.04%-2513F-HRTimelineGroup
Wellspring Financial Advisors, LLC3,561$458K0.05%+1213F-HRTimeline
Axis Wealth Partners, LLC3,560$458K0.39%13F-HRTimeline
Evanson Asset Management, LLC3,556$457K0.03%013F-HRTimeline
J. W. Coons Advisors, LLC3,534$454K0.12%+513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,529$454K0.05%+50013F-HRTimeline
SAPIENT CAPITAL LLC3,525$453K0.01%+56913F-HRTimeline
KKM Financial LLC3,510$451K0.19%013F-HRTimeline
Private Capital Advisors, Inc.3,505$451K0.05%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,504$451K<0.01%013F-HRTimelineGroup
YANKCOM Partnership3,500$450K0.24%13F-HRTimeline
Cornerstone Planning, LLC3,475$447K0.17%13F-HRTimeline
West Branch Capital LLC3,473$447K0.14%+1413F-HRTimeline
Meridian Wealth Management, LLC3,455$444K0.02%+3613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.3,455$444K0.41%13F-HRTimeline
PINNACLE ASSOCIATES LTD3,430$441K0.01%+1,37613F-HRTimeline
FORTEM FINANCIAL GROUP, LLC3,428$441K0.17%013F-HRTimeline
MKD WEALTH COACHES, LLC3,400$437K0.44%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,395$437K0.09%013F-HRTimelineGroup
Security Financial Services, INC.3,391$436K0.09%-1513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,380$435K0.02%+79113F-HRTimeline
AF Advisors, Inc.3,379$435K0.06%+513F-HRTimeline
HANCOCK WHITNEY CORP3,353$431K0.01%-16013F-HRTimeline
FORTE CAPITAL LLC /ADV3,346$430K0.05%+89913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…3,342$430K0.16%+84213F-HRTimeline
Aureus Asset Management, LLC3,323$427K0.03%013F-HRTimeline
Level Financial Advisors3,308$425K0.16%+57513F-HRTimeline
Mengis Capital Management, Inc.3,286$423K0.09%-14013F-HRTimeline
Cambridge Financial Group, LLC3,284$422K0.18%+313F-HRTimeline
Rothschild Wealth LLC3,279$422K0.12%-23,06313F-HRTimeline
Valtinson Bruner Financial Planning LLC3,268$420K0.15%-36013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.3,243$417K0.19%+1113F-HRTimeline
COMMONS CAPITAL, LLC3,220$414K0.38%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,199$411K0.04%-5513F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,190$410K0.01%+1,02813F-HRTimeline
Hill Investment Group Partners, LLC3,140$404K0.05%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,121$401K0.37%+7813F-HRTimeline
DAVENPORT & Co LLC3,105$399K<0.01%-2413F-HRTimeline
Avion Wealth3,107$399K0.1%+70013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,102$399K0.01%-1,40013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,100$399K0.1%13F-HRTimeline
SkyOak Wealth, LLC3,088$397K0.08%+1,00013F-HRTimeline
PLANNING DIRECTIONS INC3,064$394K0.23%-71213F-HRTimeline
WHITTIER TRUST CO3,061$394K0.01%+11413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,060$394K0.05%+42113F-HRTimelineGroup
Efficient Advisors, LLC3,058$393K0.03%-11013F-HRTimeline
Wealth Management Strategies, Inc.3,056$393K0.3%13F-HR/ATimeline
William Howard & Co Financial Advisors …3,057$393K0.36%-1613F-HRTimeline
Live Oak Private Wealth LLC3,055$393K0.07%-10013F-HRTimeline
Everstar Asset Management, LLC3,052$393K0.28%-613F-HRTimeline
River Street Advisors LLC3,045$392K0.2%-7713F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,045$392K0.22%+74513F-HRTimeline
Alpha Cubed Investments, LLC3,044$392K0.02%-1,69213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,023$389K<0.01%+56213F-HRTimeline
Sound View Wealth Advisors Group, LLC3,016$388K0.03%-26013F-HRTimeline
Heartwood Wealth Advisors LLC3,003$386K0.04%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,000$386K0.11%013F-HRTimeline
Old Mission Investment Co LLC2,999$386K0.11%+41613F-HRTimeline
AMG National Trust Bank2,989$386K0.01%-42013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,993$385K0.03%013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC2,977$383K0.39%13F-HRTimeline
Goelzer Investment Management, Inc.2,971$382K0.02%-23713F-HRTimeline
Paragon Advisors, LLC2,964$381K0.13%+3313F-HRTimeline
Financial Strategies Group, Inc.2,987$381K0.09%-5613F-HRTimeline
Woodward Financial Advisors, Inc.2,953$380K0.19%013F-HRTimeline
Carbahal Olsen Financial Services Group…2,948$379K0.35%13F-HRTimeline
Darden Wealth Group Inc2,929$377K0.25%+21013F-HRTimeline
Opes Wealth Management LLC2,925$376K0.08%-14513F-HRTimeline
MATHER GROUP, LLC.2,904$374K<0.01%-5,09513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,899$373K0.01%+4013F-HR/ATimelineGroup