Skip to content

ITOT ISHARES TR

Follow

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
Keener Financial Planning LLC5,836$850K0.39%013F-HRTimeline
Gemmer Asset Management LLC5,818$847K0.07%+1513F-HRTimeline
Beckerman Institutional, LLC5,798$844K0.5%013F-HRTimeline
BCS Wealth Management5,784$842K0.19%-76213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,780$842K0.07%013F-HRTimeline
McClarren Financial Advisors, Inc.5,779$842K0.51%-1613F-HRTimeline
Optivise Advisory Services LLC5,765$840K0.5%-5,92913F-HRTimeline
KLINGENSTEIN FIELDS & CO LP5,757$839K0.03%013F-HRTimeline
Arista Wealth Management, LLC5,744$837K0.1%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,729$834K0.1%013F-HRTimelineGroup
VeraBank, N.A.5,721$833K0.16%013F-HRTimeline
Larson Financial Group LLC5,716$833K0.03%-32013F-HRTimeline
ZEGA Investments, LLC5,692$829K0.19%+33213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,680$827K0.27%013F-HRTimeline
True North Advisors, LLC5,673$826K0.13%-17313F-HRTimeline
Biltmore Family Office, LLC5,673$826K0.12%+5,56813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,662$825K0.03%-49113F-HRTimelineGroup
Running Point Capital Advisors, LLC5,635$821K0.22%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC5,597$815K0.11%+54313F-HRTimeline
Saxony Capital Management, LLC5,582$813K0.54%new13F-HRTimeline
CX Institutional5,577$812K0.02%+1,55713F-HRTimeline
CGN Advisors LLC5,563$810K0.07%-4213F-HRTimeline
CHAPIN DAVIS, INC.5,563$810K0.2%+58513F-HRTimeline
LEGACY SOLUTIONS, LLC5,555$809K0.73%+16013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,500$801K<0.01%013F-HRTimelineGroup
Inman Jager Wealth Management, LLC5,481$798K0.51%-14313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,455$795K0.01%-10013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding5,351$779K-100Timeline
Pettinga Financial Advisors LLC5,337$777K0.15%+213F-HRTimeline
WHITTIER TRUST CO5,295$776K0.01%013F-HRTimeline
CAPITAL ADVISORS INC/OK5,313$774K0.01%+313F-HRTimeline
Precision Wealth Strategies, LLC5,297$772K0.25%-17413F-HRTimeline
KERR FINANCIAL PLANNING Corp5,243$768K1.08%13F-HR/ATimeline
NORTHEAST INVESTMENT MANAGEMENT5,217$760K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,180$754K0.06%013F-HRTimelineGroup
Tarbox Family Office, Inc.5,167$753K0.11%013F-HRTimeline
Thrive Wealth Management, LLC5,133$748K0.11%+4213F-HRTimeline
QUARRY HILL ADVISORS, LLC5,101$743K0.38%013F-HRTimeline
XML Financial, LLC5,097$742K0.06%-83013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,092$742K0.13%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC5,082$740K0.05%-5,02113F-HRTimeline
Madden Advisory Services, Inc.5,065$738K0.29%-19113F-HRTimeline
Arete Wealth Advisors, LLC5,052$736K0.05%+10213F-HRTimeline
Sharkey, Howes & Javer5,014$730K0.09%013F-HRTimeline
1834 INVESTMENT ADVISORS CO4,995$728K0.09%-47213F-HRTimeline
Cadence Wealth Management LLC4,988$726K0.38%+53213F-HRTimeline
FIRST MANHATTAN CO. LLC.4,983$726K<0.01%-76813F-HRTimeline
Verdence Capital Advisors LLC4,836$724K0.04%+11413F-HRTimeline
Principle Wealth Partners LLC4,961$723K0.04%+513F-HRTimeline
KEB ASSET MANAGEMENT, LLC4,949$721K0.16%013F-HRTimeline
Falcon Wealth Planning4,942$720K0.06%013F-HRTimeline
Florida Trust Wealth Management Co4,932$718K0.02%013F-HRTimeline
WealthBridge Capital Management, LLC4,917$716K0.17%+513F-HRTimeline
Sharp Wealth Advisory, LLC4,900$714K0.39%013F-HRTimeline
Clear Point Advisors Inc.4,895$713K0.55%-4413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,887$712K0.03%+1,08613F-HRTimelineGroup
Main Street Financial Solutions, LLC4,861$708K0.05%+1,11713F-HRTimeline
Brookwood Investment Group LLC4,852$707K0.09%-43113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,849$706K0.06%-813F-HRTimeline
OFC FINANCIAL PLANNING, LLC4,841$705K0.7%+15813F-HRTimeline
Cadent Capital Advisors, LLC4,839$705K0.19%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,833$704K0.04%-76113F-HRTimeline
Geometric Wealth Advisors4,817$702K0.09%013F-HRTimeline
FIRST AMERICAN TRUST, FSB4,809$700K0.05%-22113F-HRTimeline
FSM Wealth Advisors, LLC4,801$699K0.1%+113F-HRTimeline
Next Level Private LLC4,737$696K0.2%+1313F-HRTimeline
Advyzon Investment Management, LLC4,740$690K0.12%+71513F-HRTimeline
HHM Wealth Advisors, LLC4,731$689K0.08%013F-HRTimeline
ForthRight Wealth Management, LLC4,705$685K0.2%-3813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,700$685K0.29%-7713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,691$683K0.02%+1,48213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,669$680K0.1%+7213F-HRTimeline
VICUS CAPITAL4,646$677K0.05%-30513F-HRTimeline
AWM CAPITAL, LLC4,628$674K0.06%+1113F-HRTimeline
OLD NATIONAL BANCORP /IN/4,628$674K0.01%+90013F-HRTimeline
Hilltop Partners LLC4,627$674K0.2%+713F-HRTimeline
MSH Capital Advisors LLC4,614$672K0.18%-8913F-HRTimeline
Financial Alternatives, Inc4,610$671K0.41%013F-HRTimeline
CFO4Life Group, LLC4,600$670K0.1%013F-HRTimeline
Golden State Wealth Management, LLC4,595$669K0.07%-31713F-HRTimeline
Ausdal Financial Partners, Inc.4,592$669K0.03%new13F-HRTimeline
WESBANCO BANK INC4,591$669K0.02%+1213F-HRTimeline
WEST BANCORPORATION INC4,583$668K0.37%+40513F-HRTimeline
APS Management Group, Inc.4,578$667K0.59%13F-HRTimeline
Paragon Advisors, LLC4,545$662K0.17%-34413F-HRTimeline
Fisher Asset Management, LLC4,532$660K<0.01%+2,98013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,519$658K0.01%-1,65713F-HRTimeline
Regal Investment Advisors LLC4,518$658K0.04%-41313F-HRTimeline
Bristlecone Advisors, LLC4,515$658K0.05%013F-HRTimeline
ARS Wealth Advisors Group, LLC4,491$654K0.06%+6713F-HRTimeline
Resurgent Financial Advisors LLC4,489$654K0.32%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,484$653K0.01%+14013F-HRTimeline
American Trust4,450$648K0.05%+11013F-HRTimeline
Waldron Private Wealth LLC4,449$648K0.03%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,425$645K0.36%-10313F-HRTimeline
Belpointe Asset Management LLC4,421$644K0.02%-2013F-HRTimeline
Financial Strategies Group, Inc.4,298$641K0.12%-22313F-HRTimeline
Vestmark Advisory Solutions, Inc.4,400$641K0.01%-7,06413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,386$639K0.04%-2513F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC4,380$638K0.02%013F-HRTimeline
Mach-1 Financial Group, LLC4,373$637K0.1%new13F-HRTimeline
Integrity Advisory Solutions, LLC4,373$637K0.1%13F-HRTimeline
HRT FINANCIAL LP4,364$635K<0.01%new13F-HRTimeline
Strait & Sound Wealth Management LLC4,359$635K0.24%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,359$635K0.11%013F-HRTimeline
Zullo Investment Group, Inc.4,357$635K0.23%-2913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,346$633K0.23%-10113F-HR/ATimeline
C M BIDWELL & ASSOCIATES LTD4,318$629K0.3%013F-HRTimeline
IMA Advisory Services, Inc.4,317$629K0.06%013F-HRTimeline
Qube Research & Technologies Ltd4,267$621K<0.01%-1,29613F-HRTimeline
Exit Wealth Advisors, LLC.4,246$618K0.41%13F-HRTimeline
Carl P. Sherr & Co., LLC4,236$617K0.29%013F-HRTimeline
SAPIENT CAPITAL LLC4,228$614K0.01%-713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,198$611K0.06%-26813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,176$608K0.11%-79913F-HRTimelineGroup
Stone Summit Wealth LLC4,171$608K0.17%013F-HRTimeline
Eaton-Cambridge Inc.4,168$607K0.21%013F-HRTimeline
VERITY Wealth Advisors4,165$607K0.38%-11713F-HRTimeline
Rossmore Private Capital4,150$604K0.07%013F-HRTimeline
Asset Allocation & Management Company, …4,143$603K0.25%013F-HRTimeline
GEN Financial Management, INC.4,137$603K0.52%013F-HRTimeline
Stonebridge Financial Group, LLC4,122$600K0.05%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,103$598K0.01%013F-HRTimeline
GAMMA Investing LLC4,087$595K0.03%+13313F-HRTimeline
NORDEN GROUP LLC4,044$589K0.06%+34613F-HRTimeline
Integras Partners LLC4,028$587K0.47%+24613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,017$585K0.01%013F-HRTimelineGroup
Successful Portfolios LLC4,000$583K0.34%+92013F-HRTimeline
Cordant, Inc.3,980$580K0.26%013F-HRTimeline
Pioneer Wealth Management Group3,975$579K0.19%013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…3,879$576K0.38%-713F-HRTimeline
Milestone Asset Management Group, LLC3,952$576K0.36%-9213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,927$572K0.01%+34113F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…3,925$572K0.11%-14513F-HRTimeline
Warren Street Wealth Advisors, LLC3,916$570K0.17%+53213F-HRTimeline
William Howard & Co Financial Advisors …3,904$569K0.48%-5313F-HRTimeline
North Ridge Wealth Advisors, Inc.3,903$568K0.33%-79513F-HRTimeline
Strategies Wealth Advisors, LLC3,899$568K0.06%-1,59413F-HRTimeline
WEALTH ALLIANCE, LLC3,888$566K0.06%+69413F-HRTimeline
River Street Advisors LLC3,885$566K0.22%-1413F-HRTimeline
Opes Wealth Management LLC3,882$565K0.1%-14213F-HRTimeline
Mission Creek Capital Partners, Inc.3,881$565K0.11%013F-HRTimeline
Sovran Advisors, LLC3,797$563K0.05%+1,58613F-HRTimeline
Tradewinds Capital Management, LLC3,847$560K0.13%013F-HRTimeline
Genesis Wealth Advisors, LLC3,839$559K0.39%-3213F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.3,795$556K0.07%-1,11813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,800$553K<0.01%-162,80013F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …3,798$553K0.07%-67013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC3,792$552K0.47%+24313F-HRTimeline
EQ LLC3,787$552K0.19%-21213F-HRTimeline
Harbor Group, Inc.3,773$549K0.09%+2113F-HRTimeline
Evanson Asset Management, LLC3,771$549K0.03%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,725$543K0.2%+13913F-HRTimeline
Fragasso Financial Advisors Inc3,703$542K0.03%+1,20313F-HRTimeline
Comprehensive Financial Planning, Inc./…3,724$542K0.37%+1113F-HRTimeline
Roundview Capital LLC3,722$542K0.03%013F-HRTimeline
NTV Asset Management LLC3,698$539K0.06%013F-HRTimeline
CULBERTSON A N & CO INC3,695$538K0.08%013F-HRTimeline
W.H. Cornerstone Investments Inc.3,675$535K0.33%+1013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC3,673$535K0.02%-53913F-HRTimelineGroup
CoreCap Advisors, LLC3,663$534K0.02%+1113F-HRTimeline
Trinity Financial Advisors LLC3,662$533K0.15%-8213F-HRTimeline
Trademark Financial Management, LLC3,628$528K0.31%+9913F-HRTimeline
Capital Investment Advisory Services, L…3,626$528K0.04%-9913F-HRTimeline
Moment Partners, LLC3,623$528K0.09%+4413F-HRTimeline
McNaughton Wealth Management, LLC3,601$524K0.22%-9513F-HRTimeline
Williams Jones Wealth Management, LLC.3,600$524K0.01%-63713F-HRTimeline
Marietta Wealth Management, LLC3,595$524K0.06%+25913F-HRTimeline
OLIO Financial Planning3,588$523K0.15%013F-HRTimeline
Laurel Wealth Advisors LLC3,580$521K0.07%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.3,569$520K0.19%+58713F-HRTimeline
Busey Bank3,546$516K0.01%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,530$514K0.05%-9813F-HRTimeline
RESTON WEALTH MANAGEMENT LLC3,524$513K0.17%+1013F-HRTimeline
Financial Freedom, LLC3,522$513K0.26%013F-HRTimeline
KKM Financial LLC3,510$511K0.16%013F-HRTimeline
Private Capital Advisors, Inc.3,505$511K0.06%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,503$510K0.04%+52013F-HRTimelineGroup
YANKCOM Partnership3,500$510K0.23%013F-HRTimeline
Raleigh Capital Management Inc.3,500$510K0.19%-213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,492$509K0.05%-3713F-HRTimeline
Penney Financial, LLC3,481$507K0.23%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,479$507K0.04%+4113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD3,477$506K0.01%-47513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,461$505K<0.01%+1,69013F-HRTimelineGroup
WorthPointe, LLC3,458$504K0.19%+82913F-HRTimeline
KICKSTAND VENTURES, LLC.3,438$501K0.11%013F-HRTimeline
Wealth Alliance Advisory Group, LLC3,425$499K0.09%-86813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.3,412$497K0.36%-5613F-HRTimeline
Ruggaard & Associates LLC3,410$497K0.19%013F-HRTimeline
Main Street Research LLC3,405$496K0.03%013F-HRTimeline
MKD WEALTH COACHES, LLC3,394$494K0.49%013F-HRTimeline
AF Advisors, Inc.3,379$492K0.2%013F-HRTimeline
Salomon & Ludwin, LLC3,351$491K0.04%-1,62013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,366$490K0.03%-79113F-HRTimeline
West Branch Capital LLC3,362$490K0.13%+23213F-HRTimeline
Gateway Wealth Partners, LLC3,349$488K0.07%+10413F-HRTimeline
Rothschild Wealth LLC3,347$488K0.11%+28313F-HRTimeline
National Wealth Management Group, LLC3,345$487K0.18%+95513F-HRTimeline
Crewe Advisors LLC3,340$486K0.05%+2013F-HRTimeline