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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
CAPITAL ADVISORS INC/OK5,307$647K0.01%+313F-HRTimeline
SOL Capital Management CO5,279$644K0.07%013F-HRTimeline
Madden Advisory Services, Inc.5,260$642K0.3%-2213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT5,217$637K0.03%013F-HRTimeline
1834 INVESTMENT ADVISORS CO5,191$633K0.08%+713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,180$632K0.06%013F-HRTimelineGroup
Level Wealth Management LLC5,127$626K0.41%-13513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,126$625K0.32%-30613F-HRTimeline
Bison Wealth, LLC5,112$624K0.06%+1113F-HRTimeline
Larson Financial Group LLC5,112$624K0.03%+1,15813F-HRTimeline
Genesis Wealth Advisors, LLC5,104$623K0.5%-1,49113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,092$621K0.14%+34213F-HRTimeline
Arlington Financial Advisors, LLC5,085$620K0.11%new13F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.5,069$618K0.09%+6113F-HRTimeline
Golden State Wealth Management, LLC5,062$618K0.09%-9813F-HR/ATimeline
Regal Investment Advisors LLC5,033$614K0.05%-15113F-HRTimeline
Clear Point Advisors Inc.5,031$614K0.55%-14213F-HRTimeline
Soundwatch Capital LLC5,000$610K0.28%-1,60413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,975$607K0.13%+1,58013F-HRTimelineGroup
CHAPIN DAVIS, INC.4,973$607K0.21%+35513F-HRTimeline
VICUS CAPITAL4,966$606K0.06%-1,69213F-HRTimeline
Florida Trust Wealth Management Co4,932$602K0.02%+42313F-HRTimeline
Moment Partners, LLC4,894$597K0.12%new13F-HRTimeline
Falcon Wealth Planning4,892$597K0.07%-1,18713F-HRTimeline
CFO4Life Group, LLC4,854$592K0.1%+25413F-HRTimeline
Cadent Capital Advisors, LLC4,839$590K0.22%+713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,838$590K0.11%+36913F-HRTimeline
Signature Resources Capital Management,…4,832$590K0.51%013F-HRTimeline
MSH Capital Advisors LLC4,815$587K0.18%+113F-HRTimeline
Wilkins Miller Wealth Management, LLC4,782$584K0.44%+32213F-HRTimeline
FSM Wealth Advisors, LLC4,761$581K0.13%+16413F-HRTimeline
ForthRight Wealth Management, LLC4,741$578K0.19%-45913F-HRTimeline
Hilltop Partners LLC4,735$578K0.19%-3313F-HRTimeline
CPC Advisors, LLC4,723$576K0.08%-20,36413F-HRTimeline
Verdence Capital Advisors LLC4,710$575K0.04%-3713F-HRTimeline
Next Level Private LLC4,710$575K0.21%+12113F-HRTimeline
North Ridge Wealth Advisors, Inc.4,698$573K0.38%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,693$573K0.06%+8713F-HRTimeline
BURNEY CO/4,680$571K0.02%new13F-HRTimeline
Thrive Wealth Management, LLC4,671$570K0.11%+3713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,649$567K0.38%-20313F-HRTimeline
Trademark Financial Management, LLC4,629$565K0.43%-24313F-HRTimeline
FIRST AMERICAN TRUST, FSB4,625$564K0.05%-87713F-HRTimeline
Opes Wealth Management LLC4,624$564K0.11%+1,69913F-HRTimeline
Vestmark Advisory Solutions, Inc.4,618$563K0.01%+29813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,611$563K0.06%+1,87013F-HRTimeline
AWM CAPITAL, LLC4,611$563K0.07%013F-HRTimeline
Financial Alternatives, Inc4,610$562K0.4%013F-HRTimeline
Stonekeep Investments, LLC4,588$560K0.41%+2,39613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,580$559K0.02%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC4,574$558K0.63%-17213F-HRTimeline
Bristlecone Advisors, LLC4,515$551K0.05%013F-HRTimeline
Resurgent Financial Advisors LLC4,490$548K0.33%013F-HRTimeline
Waldron Private Wealth LLC4,489$548K0.03%-12313F-HRTimeline
WealthPlan Investment Management, LLC4,482$547K0.05%013F-HRTimeline
ARS Wealth Advisors Group, LLC4,464$545K0.08%-41713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,438$541K0.23%+913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,435$541K+77Timeline
Schiavi & Co LLC4,430$541K0.2%013F-HRTimeline
HUB Investment Partners, LLC4,420$539K0.02%-69513F-HRTimeline
Ruggaard & Associates LLC4,418$539K0.24%-1,95713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,411$538K0.04%-17113F-HRTimelineGroup
Zullo Investment Group, Inc.4,404$537K0.23%-2313F-HRTimeline
WEST BANCORPORATION INC4,403$537K0.36%-29013F-HRTimeline
Financial Strategies Group, Inc.4,564$534K0.13%+1,57713F-HRTimeline
Adero Partners, LLC4,360$532K0.03%013F-HRTimeline
Stone Summit Wealth LLC4,349$531K0.18%+34313F-HRTimeline
NDVR, Inc.4,344$530K0.54%-5,02413F-HRTimeline
Stonebridge Financial Group, LLC4,334$529K0.06%-1,01813F-HRTimeline
Strategies Wealth Advisors, LLC4,322$527K0.06%-9013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,318$527K0.32%013F-HRTimeline
IMA Advisory Services, Inc.4,317$527K0.06%013F-HRTimeline
Flywheel Private Wealth LLC4,308$526K0.48%-18613F-HRTimeline
Wealth Alliance Advisory Group, LLC4,293$524K0.11%+1,79913F-HRTimeline
VERITY Wealth Advisors4,282$522K0.39%-13013F-HRTimeline
Sandy Spring Bank4,276$522K0.02%+8813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,246$518K<0.01%-7513F-HRTimelineGroup
Safeguard Financial, LLC4,244$518K0.11%+113F-HRTimeline
Carl P. Sherr & Co., LLC4,236$517K0.28%013F-HRTimeline
SAPIENT CAPITAL LLC4,235$517K0.01%+71013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,220$515K0.01%+8013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,212$514K0.03%new13F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC4,200$512K0.11%013F-HRTimeline
Eaton-Cambridge Inc.4,168$509K0.22%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,150$506K0.05%-1,10413F-HR/ATimeline
Rossmore Private Capital4,150$506K0.06%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,146$506K0.12%+7613F-HRTimeline
Asset Allocation & Management Company, …4,143$505K0.26%013F-HRTimeline
GEN Financial Management, INC.4,137$505K0.34%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,103$501K0.01%+26013F-HRTimeline
Geometric Wealth Advisors4,080$498K0.09%013F-HRTimeline
First Horizon Advisors, Inc.4,079$498K0.01%-46513F-HRTimeline
Disciplined Investments, LLC4,072$497K0.23%-6413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,048$494K0.01%+3113F-HRTimelineGroup
EQ LLC4,029$492K0.23%-4413F-HRTimeline
CX Institutional4,019$490K0.02%new13F-HRTimeline
Main Street Financial Solutions, LLC4,011$489K0.04%-1,12513F-HRTimeline
Five Oceans Advisors3,972$485K0.23%-41213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,964$484K0.06%+113F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…3,957$483K0.5%013F-HRTimeline
GAMMA Investing LLC3,955$483K0.04%+113F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO3,943$481K0.01%new13F-HRTimeline
Harbor Group, Inc.3,942$481K0.1%+413F-HRTimeline
Garrett Wealth Advisory Group, LLC3,924$479K0.11%+113F-HRTimeline
Fort Point Capital Partners LLC3,917$478K0.05%013F-HRTimeline
TSA Wealth Managment LLC3,904$476K0.19%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,900$476K<0.01%-124,70013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC3,900$476K0.03%013F-HRTimeline
NTV Asset Management LLC3,898$476K0.06%+2513F-HRTimeline
Mission Creek Capital Partners, Inc.3,881$474K0.11%new13F-HRTimeline
Cadence Wealth Management LLC3,879$473K0.35%+29613F-HRTimeline
ABLE Financial Group, LLC3,875$473K0.13%-12713F-HRTimeline
Tradewinds Capital Management, LLC3,847$469K0.13%-23013F-HRTimeline
Capital Investment Advisory Services, L…3,845$469K0.04%+16413F-HRTimeline
McNaughton Wealth Management, LLC3,833$468K0.23%+11513F-HRTimeline
Integras Partners LLC3,827$467K0.42%+10313F-HRTimeline
KICKSTAND VENTURES, LLC.3,818$466K0.12%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,817$466K<0.01%+2,15013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,815$465K0.01%-1,27813F-HRTimeline
RESTON WEALTH MANAGEMENT LLC3,813$465K0.19%+1113F-HRTimeline
Cordant, Inc.3,812$465K0.24%-59413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,777$461K0.02%+1913F-HRTimelineGroup
Evanson Asset Management, LLC3,771$460K0.03%+21513F-HRTimeline
W.H. Cornerstone Investments Inc.3,725$454K0.31%+1113F-HRTimeline
Roundview Capital LLC3,722$454K0.03%013F-HRTimeline
WealthBridge Capital Management, LLC3,710$453K0.13%+513F-HRTimeline
Ballew Advisors, Inc3,901$452K0.3%013F-HRTimeline
Comprehensive Financial Planning, Inc./…3,702$452K0.44%+1113F-HRTimeline
Horst & Graben Wealth Management LLC3,697$451K0.08%+1,68013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC3,696$451K0.18%-5113F-HRTimeline
CULBERTSON A N & CO INC3,695$451K0.07%013F-HRTimeline
Aspen Grove Capital, LLC3,672$448K0.09%013F-HRTimeline
PINNACLE ASSOCIATES LTD3,634$443K0.01%+20413F-HRTimeline
Alpha Cubed Investments, LLC3,608$440K0.02%+56413F-HRTimeline
WEALTH ALLIANCE, LLC3,596$439K0.05%new13F-HRTimeline
Axis Wealth Partners, LLC3,595$439K0.32%+3513F-HRTimeline
NORDEN GROUP LLC3,594$439K0.05%-39113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,591$438K0.1%13F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…3,589$438K0.02%+20913F-HRTimeline
OLIO Financial Planning3,588$438K0.15%013F-HRTimeline
Trinity Financial Advisors LLC3,737$438K0.16%+1713F-HR/ATimeline
Farnam Financial LLC3,568$435K0.44%+74013F-HRTimeline
J. W. Coons Advisors, LLC3,537$432K0.11%+313F-HRTimeline
D'Orazio & Associates, Inc.3,536$431K0.07%+1,48513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,529$431K0.05%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,521$430K<0.01%-76813F-HRTimelineGroup
KKM Financial LLC3,510$428K0.18%013F-HRTimeline
Private Capital Advisors, Inc.3,505$428K0.05%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,504$428K<0.01%013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,500$427K0.04%-6613F-HRTimelineGroup
YANKCOM Partnership3,500$427K0.23%013F-HRTimeline
River Street Advisors LLC3,484$425K0.21%+43913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.3,461$422K0.37%+613F-HRTimeline
Wellspring Financial Advisors, LLC3,458$422K0.05%-10313F-HRTimeline
CoreCap Advisors, LLC3,445$420K0.02%+1,33913F-HRTimeline
Meridian Wealth Management, LLC3,443$420K0.02%-1213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,430$420K0.03%+1,06213F-HRTimeline
Marcum Wealth, LLC3,437$419K0.04%-22413F-HRTimeline
FORTEM FINANCIAL GROUP, LLC3,428$418K0.16%013F-HRTimeline
Continuum Advisory, LLC3,410$416K0.05%+57813F-HRTimeline
Valtinson Bruner Financial Planning LLC3,403$415K0.14%+13513F-HRTimeline
MKD WEALTH COACHES, LLC3,400$415K0.47%013F-HRTimeline
Warren Street Wealth Advisors, LLC3,384$413K0.16%+50813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,384$413K<0.01%+36113F-HRTimeline
AF Advisors, Inc.3,379$412K0.08%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,341$408K0.39%+22013F-HRTimeline
HRT FINANCIAL LP3,332$406K<0.01%-2,44013F-HRTimeline
Aureus Asset Management, LLC3,323$405K0.03%013F-HRTimeline
Crewe Advisors LLC3,320$405K0.06%new13F-HRTimeline
Level Financial Advisors3,310$404K0.14%+213F-HRTimeline
Marietta Wealth Management, LLC3,303$403K0.06%-1,29713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,287$401K0.04%+8813F-HR/ATimeline
Cambridge Financial Group, LLC3,288$400K0.17%+413F-HRTimeline
Rothschild Wealth LLC3,279$400K0.11%013F-HRTimeline
Avion Wealth3,107$399K0.1%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,265$398K0.03%-90513F-HRTimeline
COMMONS CAPITAL, LLC3,227$394K0.36%+713F-HRTimeline
HANCOCK WHITNEY CORP3,223$393K0.01%-13013F-HRTimeline
Mengis Capital Management, Inc.3,206$391K0.08%-8013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,199$390K0.01%+913F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,185$389K0.16%+1,50313F-HRTimeline
West Branch Capital LLC3,172$387K0.13%-30113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,142$383K<0.01%+50813F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,261$382K0.08%-36813F-HRTimeline
BSW Wealth Partners3,118$380K0.06%-69013F-HRTimeline
Paragon Advisors, LLC3,100$378K0.14%+13613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,099$378K0.07%-113F-HRTimeline
SkyOak Wealth, LLC3,097$378K0.08%+913F-HRTimeline
Radnor Capital Management, LLC3,082$376K0.06%new13F-HRTimeline
Wealth Management Strategies, Inc.3,065$374K0.25%+913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,060$373K0.04%013F-HRTimelineGroup
Live Oak Private Wealth LLC3,055$373K0.06%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,045$372K0.01%+14613F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC3,045$372K0.23%013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,016$368K0.03%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,000$366K0.11%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,993$365K0.03%013F-HRTimeline
Everstar Asset Management, LLC2,992$365K0.24%-6013F-HR/ATimeline
ARS Investment Partners, LLC2,837$365K0.03%013F-HRTimeline
AMG National Trust Bank2,989$365K0.01%013F-HRTimeline