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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
McClarren Financial Advisors, Inc.5,795$783K0.51%+1813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,780$781K0.08%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP5,757$777K0.03%013F-HRTimeline
FIRST MANHATTAN CO. LLC.5,751$777K<0.01%+5913F-HRTimeline
Arista Wealth Management, LLC5,744$776K0.11%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,729$774K0.1%013F-HRTimelineGroup
VeraBank, N.A.5,721$773K0.15%-3,49513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,696$769K0.01%+1,75313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,680$767K0.28%013F-HRTimeline
SOL Capital Management CO5,644$762K0.07%+36513F-HRTimeline
Running Point Capital Advisors, LLC5,635$761K0.21%013F-HRTimeline
Inman Jager Wealth Management, LLC5,624$759K0.51%-10313F-HRTimeline
Procyon Advisors, LLC5,609$757K0.07%-14713F-HRTimeline
CGN Advisors LLC5,605$757K0.07%+3613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,604$757K0.03%+2,01513F-HRTimeline
JFS WEALTH ADVISORS, LLC5,594$755K0.05%+8113F-HRTimeline
Qube Research & Technologies Ltd5,563$751K<0.01%-9,68413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,555$750K0.02%+3,85513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,500$743K<0.01%013F-HRTimelineGroup
Strategies Wealth Advisors, LLC5,493$742K0.08%+1,17113F-HRTimeline
Precision Wealth Strategies, LLC5,471$739K0.24%new13F-HRTimeline
1834 INVESTMENT ADVISORS CO5,467$738K0.09%+27613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,451$736K+1,016Timeline
LEGACY SOLUTIONS, LLC5,395$728K0.7%-24613F-HRTimeline
ZEGA Investments, LLC5,360$724K0.18%-35013F-HRTimeline
Pettinga Financial Advisors LLC5,335$720K0.16%-23,57313F-HRTimeline
CAPITAL ADVISORS INC/OK5,310$717K0.01%+313F-HRTimeline
WHITTIER TRUST CO5,295$715K0.01%+2,34813F-HRTimeline
Brookwood Investment Group LLC5,283$713K0.11%-25413F-HRTimeline
Madden Advisory Services, Inc.5,256$710K0.3%-413F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT5,217$705K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,180$700K0.06%013F-HRTimelineGroup
Tarbox Family Office, Inc.5,167$698K0.1%-1,53913F-HRTimeline
5T Wealth, LLC5,125$692K0.35%-50413F-HRTimeline
QUARRY HILL ADVISORS, LLC5,101$689K0.4%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,092$688K0.14%013F-HRTimeline
Thrive Wealth Management, LLC5,091$687K0.11%+42013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,072$685K<0.01%+82613F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC5,054$682K0.1%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB5,030$679K0.05%+40513F-HRTimeline
Soundwatch Capital LLC5,074$678K0.12%+7413F-HRTimeline
Sharkey, Howes & Javer5,014$677K0.09%+2,53113F-HRTimeline
Salomon & Ludwin, LLC4,971$675K0.07%-1,42213F-HRTimeline
Wilkins Miller Wealth Management, LLC4,991$674K0.46%+20913F-HRTimeline
Good Life Advisors, LLC4,982$673K0.04%-34113F-HRTimeline
CHAPIN DAVIS, INC.4,978$672K0.19%+513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,975$672K0.13%013F-HRTimelineGroup
Principle Wealth Partners LLC4,956$669K0.04%+2,62613F-HRTimeline
VICUS CAPITAL4,951$669K0.06%-1513F-HRTimeline
KEB ASSET MANAGEMENT, LLC4,949$668K0.17%new13F-HRTimeline
Arete Wealth Advisors, LLC4,950$668K0.05%-36713F-HRTimeline
Falcon Wealth Planning4,942$667K0.07%+5013F-HRTimeline
Clear Point Advisors Inc.4,939$667K0.56%-9213F-HRTimeline
Florida Trust Wealth Management Co4,932$666K0.02%013F-HRTimeline
Regal Investment Advisors LLC4,931$666K0.05%-10213F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.4,913$663K0.09%-15613F-HRTimeline
Golden State Wealth Management, LLC4,912$663K0.08%-15013F-HRTimeline
WealthBridge Capital Management, LLC4,912$663K0.17%+1,20213F-HRTimeline
Sharp Wealth Advisory, LLC4,900$662K0.43%new13F-HRTimeline
Paragon Advisors, LLC4,889$660K0.17%+1,78913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,857$656K0.06%+16413F-HRTimeline
Cadent Capital Advisors, LLC4,839$653K0.21%013F-HRTimeline
FSM Wealth Advisors, LLC4,800$652K0.11%+3913F-HRTimeline
Geometric Wealth Advisors4,817$650K0.1%+73713F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,777$645K0.29%-34913F-HRTimeline
Mosaic Advisors LLC4,772$644K0.95%new13F-HRTimeline
ForthRight Wealth Management, LLC4,743$640K0.2%+213F-HRTimeline
HHM Wealth Advisors, LLC4,731$639K0.08%+4,33513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,730$639K0.03%-7,64513F-HRTimelineGroup
Next Level Private LLC4,724$638K0.21%+1413F-HRTimeline
Verdence Capital Advisors LLC4,722$638K0.04%+1213F-HRTimeline
MSH Capital Advisors LLC4,703$635K0.18%-11213F-HRTimeline
North Ridge Wealth Advisors, Inc.4,698$634K0.39%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC4,683$632K0.67%+10913F-HRTimeline
Hilltop Partners LLC4,620$624K0.19%-11513F-HRTimeline
AWM CAPITAL, LLC4,617$624K0.07%+613F-HRTimeline
Financial Alternatives, Inc4,610$623K0.41%013F-HRTimeline
CFO4Life Group, LLC4,600$621K0.1%-25413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,597$621K0.1%-24113F-HRTimeline
WESBANCO BANK INC4,579$618K0.02%+1,95013F-HRTimeline
Financial Strategies Group, Inc.4,521$617K0.13%-4313F-HRTimeline
Discipline Wealth Solutions, LLC4,532$612K0.23%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,528$611K0.38%-12113F-HRTimeline
Bristlecone Advisors, LLC4,515$610K0.05%013F-HRTimeline
Resurgent Financial Advisors LLC4,489$606K0.33%-113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …4,468$603K0.08%-1,47513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,466$603K0.06%-14513F-HRTimeline
Cadence Wealth Management LLC4,456$602K0.4%+57713F-HRTimeline
Waldron Private Wealth LLC4,449$601K0.03%-4013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,447$601K0.24%+913F-HRTimeline
Belpointe Asset Management LLC4,441$600K0.02%-1,48613F-HRTimeline
Schiavi & Co LLC4,430$598K0.2%013F-HRTimeline
ARS Wealth Advisors Group, LLC4,424$597K0.07%-4013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,411$596K0.04%013F-HRTimelineGroup
Zullo Investment Group, Inc.4,386$592K0.24%-1813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,380$591K0.02%-20013F-HR/ATimeline
Bell Bank4,370$590K0.03%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,359$589K0.11%+15913F-HRTimeline
Strait & Sound Wealth Management LLC4,359$589K0.25%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,344$587K0.01%+12413F-HRTimeline
American Trust4,340$586K0.06%new13F-HRTimeline
FORTE CAPITAL LLC /ADV4,320$583K0.06%-2,21813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,318$583K0.3%013F-HRTimeline
IMA Advisory Services, Inc.4,317$583K0.06%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,294$580K0.03%-18,40413F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC4,293$580K0.11%013F-HRTimeline
VERITY Wealth Advisors4,282$578K0.39%013F-HRTimeline
First Horizon Advisors, Inc.4,243$573K0.01%+16413F-HRTimeline
Williams Jones Wealth Management, LLC.4,237$572K0.01%new13F-HRTimeline
Carl P. Sherr & Co., LLC4,236$572K0.29%013F-HRTimeline
SAPIENT CAPITAL LLC4,235$572K0.01%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,212$569K0.02%013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC4,211$569K<0.01%+39413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,207$568K0.04%+77713F-HR/ATimeline
WEST BANCORPORATION INC4,178$564K0.36%-22513F-HRTimeline
Stone Summit Wealth LLC4,171$563K0.17%-17813F-HRTimeline
Eaton-Cambridge Inc.4,168$563K0.21%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,157$561K0.04%+713F-HRTimeline
Rossmore Private Capital4,150$560K0.07%013F-HRTimeline
Asset Allocation & Management Company, …4,143$559K0.26%013F-HRTimeline
GEN Financial Management, INC.4,137$559K0.46%013F-HRTimeline
Stonebridge Financial Group, LLC4,122$557K0.05%-21213F-HRTimeline
Bison Wealth, LLC4,080$557K0.04%-1,03213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,109$555K<0.01%+3,62713F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP4,103$554K0.01%013F-HRTimeline
Hibernia Wealth Partners, LLC4,069$550K0.2%+1,85413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,070$550K0.12%-7613F-HRTimeline
Milestone Asset Management Group, LLC4,044$546K0.4%+1,85013F-HRTimeline
Advyzon Investment Management, LLC4,025$543K0.12%new13F-HRTimeline
Opes Wealth Management LLC4,024$543K0.1%-60013F-HRTimeline
CX Institutional4,020$543K0.02%+113F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,017$542K0.01%-3113F-HRTimelineGroup
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…3,886$540K0.37%-7113F-HRTimeline
EQ LLC3,999$540K0.21%-3013F-HRTimeline
Cordant, Inc.3,980$537K0.26%+16813F-HRTimeline
Pioneer Wealth Management Group3,975$537K0.2%new13F-HRTimeline
William Howard & Co Financial Advisors …3,957$534K0.47%+1,01213F-HRTimeline
GAMMA Investing LLC3,954$534K0.03%-113F-HRTimeline
PINNACLE ASSOCIATES LTD3,952$534K0.01%+31813F-HRTimeline
Canandaigua National Trust Co of Florida3,919$529K0.38%new13F-HRTimeline
Fort Point Capital Partners LLC3,917$529K0.05%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,900$527K0.03%013F-HRTimeline
River Street Advisors LLC3,899$527K0.23%+41513F-HRTimeline
HUB Investment Partners, LLC3,893$526K0.02%-52713F-HRTimeline
Mission Creek Capital Partners, Inc.3,881$524K0.12%013F-HRTimeline
Genesis Wealth Advisors, LLC3,871$523K0.39%-1,23313F-HRTimeline
Tradewinds Capital Management, LLC3,847$519K0.13%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,801$513K0.02%+2413F-HRTimelineGroup
Integras Partners LLC3,782$511K0.51%-4513F-HRTimeline
SPC Financial, Inc.3,773$510K0.04%new13F-HRTimeline
Evanson Asset Management, LLC3,771$509K0.03%013F-HRTimeline
Harbor Group, Inc.3,752$507K0.09%-19013F-HRTimeline
Main Street Financial Solutions, LLC3,744$506K0.04%-26713F-HRTimeline
Trinity Financial Advisors LLC3,744$506K0.15%+713F-HRTimeline
OLD NATIONAL BANCORP /IN/3,728$503K0.01%+1,40813F-HRTimeline
Capital Investment Advisory Services, L…3,725$503K0.04%-12013F-HRTimeline
Roundview Capital LLC3,722$503K0.03%013F-HRTimeline
Comprehensive Financial Planning, Inc./…3,713$501K0.39%+1113F-HRTimeline
NTV Asset Management LLC3,698$499K0.06%-20013F-HRTimeline
NORDEN GROUP LLC3,698$499K0.05%+10413F-HRTimeline
McNaughton Wealth Management, LLC3,696$499K0.22%-13713F-HRTimeline
CULBERTSON A N & CO INC3,695$499K0.08%013F-HRTimeline
W.H. Cornerstone Investments Inc.3,665$495K0.31%-6013F-HRTimeline
CoreCap Advisors, LLC3,652$493K0.02%+20713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,628$490K0.06%-33613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3,588$485K0.1%13F-HRTimelineGroup
OLIO Financial Planning3,588$484K0.15%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,586$484K0.01%+1,24413F-HRTimelineGroup
POWER WEALTH MANAGEMENT LLC3,586$484K0.19%+40113F-HRTimeline
Laurel Wealth Advisors LLC3,580$483K0.07%+2,50013F-HR/ATimeline
Moment Partners, LLC3,579$483K0.09%-1,31513F-HRTimeline
POINCIANA ADVISORS GROUP, LLC3,549$479K0.43%+57013F-HRTimeline
J. W. Coons Advisors, LLC3,541$478K0.11%+413F-HRTimeline
Trademark Financial Management, LLC3,529$477K0.29%-1,10013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,529$477K0.05%013F-HRTimeline
Financial Freedom, LLC3,522$476K0.26%-2,00813F-HRTimeline
RESTON WEALTH MANAGEMENT LLC3,514$474K0.17%-29913F-HRTimeline
KKM Financial LLC3,510$474K0.16%013F-HRTimeline
Private Capital Advisors, Inc.3,505$473K0.06%013F-HRTimeline
Raleigh Capital Management Inc.3,502$473K0.2%+3,50013F-HRTimeline
YANKCOM Partnership3,500$473K0.23%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.3,468$468K0.36%+713F-HRTimeline
Meridian Wealth Management, LLC3,450$466K0.02%+713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,438$464K0.04%-6213F-HRTimelineGroup
Disciplined Investments, LLC3,438$464K0.2%-63413F-HRTimeline
KICKSTAND VENTURES, LLC.3,438$464K0.11%-38013F-HRTimeline
Ruggaard & Associates LLC3,410$460K0.19%-1,00813F-HRTimeline
Main Street Research LLC3,405$460K0.03%new13F-HRTimeline
MKD WEALTH COACHES, LLC3,394$458K0.48%-613F-HRTimeline
Perennial Investment Advisors, LLC3,384$457K0.04%+1,45513F-HRTimeline
Warren Street Wealth Advisors, LLC3,384$457K0.15%013F-HRTimeline
AF Advisors, Inc.3,379$456K0.16%013F-HRTimeline
Wellspring Financial Advisors, LLC3,363$454K0.05%-9513F-HRTimeline
Marietta Wealth Management, LLC3,336$450K0.06%+3313F-HRTimeline
Cambridge Financial Group, LLC3,333$450K0.17%+4513F-HRTimeline
Aureus Asset Management, LLC3,323$449K0.03%013F-HRTimeline
Crewe Advisors LLC3,320$448K0.06%013F-HRTimeline
Level Financial Advisors3,311$447K0.14%+113F-HRTimeline
RW Investment Management LLC3,306$446K0.05%new13F-HRTimeline
Total Wealth Planning, LLC3,296$445K0.06%new13F-HRTimeline