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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
GHP Investment Advisors, Inc.6,615$984K0.04%013F-HRTimeline
Soundwatch Capital LLC6,604$982K0.15%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC6,556$975K0.44%new13F-HRTimeline
Pacific Park Financial, Inc.6,552$974K0.61%13F-HRTimeline
HOWE & RUSLING INC6,551$974K0.06%+35813F-HRTimeline
Proficio Capital Partners LLC6,516$969K0.07%+4,81613F-HRTimeline
FIDUCIARY ADVISORS, INC.6,508$968K0.74%-30813F-HRTimeline
Brio Consultants, LLC6,503$967K0.13%-27413F-HRTimeline
Adams Wealth Management6,502$967K0.21%+24313F-HRTimeline
CacheTech Inc.6,502$967K0.18%+24313F-HRTimeline
Bond & Devick Financial Network, Inc.6,496$966K0.27%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,437$957K0.2%+813F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,395$951K0.02%+39413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC6,321$940K0.08%-8713F-HRTimeline
Verdence Capital Advisors LLC6,313$939K0.06%+1,47713F-HRTimeline
TRUEFG, LLC6,307$938K0.25%+7413F-HRTimeline
Cooke Wealth Management, LLC6,198$937K0.82%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,293$936K0.18%013F-HRTimeline
Evanson Asset Management, LLC6,256$930K0.05%+2,48513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,253$930K0.07%+12413F-HRTimeline
GC Wealth Management RIA, LLC6,238$927K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,232$927K0.03%013F-HRTimelineGroup
Charter Oak Capital Management, LLC6,230$926K0.07%-113F-HRTimeline
Downshift Financial, LLC6,259$925K0.57%13F-HRTimeline
5T Wealth, LLC6,195$921K0.37%+28913F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC6,195$921K0.13%13F-HRTimeline
ATLas Financial Planning LLC6,181$919K0.9%13F-HRTimeline
WATERSHED PRIVATE WEALTH LLC6,181$919K0.28%-413F-HRTimeline
Outlook Wealth Advisors, LLC6,158$916K0.21%-20713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,132$912K0.01%+2,11513F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.6,114$909K0.01%+1,59513F-HRTimeline
W ADVISORS, LLC6,107$908K0.46%+19513F-HRTimeline
Dana Investment Advisors, Inc.6,098$907K0.03%-39313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,087$905K0.01%+3,25713F-HRTimeline
Sound Stewardship, LLC6,074$903K0.43%+5913F-HRTimeline
IFG Advisors, LLC6,047$899K0.15%+5513F-HRTimeline
Larson Financial Group LLC6,041$898K0.03%+32513F-HRTimeline
Retirement Investment Advisors, Inc.6,036$897K0.07%013F-HRTimeline
Wilkins Miller Wealth Management, LLC6,028$896K0.53%-3213F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC6,000$892K0.88%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,894$892K0.02%-5513F-HRTimeline
Independent Advisor Alliance5,969$887K0.02%+3913F-HRTimeline
Foundry Financial LLC5,961$886K0.47%13F-HRTimeline
Bison Wealth, LLC6,256$886K0.1%+34413F-HRTimeline
SEVEN MILE ADVISORY5,949$885K0.15%+2013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,916$880K0.01%-80013F-HRTimeline
LEGACY SOLUTIONS, LLC5,904$878K0.77%+34913F-HRTimeline
Sharp Wealth Advisory, LLC5,900$877K0.44%+1,00013F-HRTimeline
HANCOCK WHITNEY CORP5,873$873K0.02%013F-HRTimeline
Regal Investment Advisors LLC5,871$873K0.05%+1,35313F-HRTimeline
KPP Advisory Services LLC5,860$871K0.13%-65813F-HRTimeline
WJ Wealth Management, LLC5,844$869K0.38%-3213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,835$868K<0.01%-42913F-HRTimelineGroup
Gemmer Asset Management LLC5,835$868K0.07%+1713F-HRTimeline
Keener Financial Planning LLC5,836$867K0.37%013F-HRTimeline
DAVIS R M INC5,827$866K0.01%-7513F-HRTimeline
Beckerman Institutional, LLC5,798$862K0.48%013F-HRTimeline
Robinhood Asset Management, LLC5,782$860K0.07%13F-HRTimeline
Nabity-Jensen Investment Management Inc5,750$855K0.58%-34213F-HRTimeline
WealthPlan Investment Management, LLC5,749$855K0.05%-22513F-HRTimeline
Arista Wealth Management, LLC5,744$854K0.11%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,729$852K0.1%013F-HRTimelineGroup
VeraBank, N.A.5,704$848K0.15%-1713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,680$845K0.26%013F-HRTimeline
True North Advisors, LLC5,674$844K0.11%+113F-HRTimeline
Biltmore Family Office, LLC5,673$844K0.12%013F-HRTimeline
Running Point Capital Advisors, LLC5,635$838K0.23%013F-HRTimeline
McClarren Financial Advisors, Inc.595$837K0.5%-5,18413F-HRTimeline
TD Waterhouse Canada Inc.5,628$837K0.01%-8,20613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC5,597$832K0.11%013F-HRTimeline
EJMK Ventures LLC5,566$828K0.51%13F-HRTimeline
Optivise Advisory Services LLC5,554$826K0.48%-21113F-HRTimeline
CHAPIN DAVIS, INC.5,539$824K0.19%-2413F-HRTimeline
Cadence Wealth Management LLC5,513$820K0.4%+52513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,500$818K<0.01%013F-HRTimelineGroup
Inman Jager Wealth Management, LLC5,481$815K0.5%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,455$811K0.02%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK5,430$807K<0.01%-91813F-HRTimelineGroup
Successful Portfolios LLC5,316$807K0.41%+1,31613F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,421$806K0.14%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,417$805K0.05%+3,50813F-HRTimeline
CAPITAL ADVISORS INC/OK5,413$805K0.01%+10013F-HRTimeline
CGN Advisors LLC5,402$803K0.06%-16113F-HRTimeline
WHITTIER TRUST CO5,295$801K0.01%013F-HRTimeline
OpenArc Corporate Advisory, LLC5,330$793K0.01%13F-HRTimeline
Precision Wealth Strategies, LLC5,297$788K0.26%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC5,251$781K0.16%+30213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,251$781K-100Timeline
NORTHEAST INVESTMENT MANAGEMENT5,217$776K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,180$770K0.06%013F-HRTimelineGroup
Thrive Wealth Management, LLC5,160$767K0.11%+2713F-HRTimeline
OFC FINANCIAL PLANNING, LLC5,145$765K0.73%+30413F-HRTimeline
POINCIANA ADVISORS GROUP, LLC5,124$762K0.6%+1,33213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,092$757K0.12%013F-HRTimeline
QUARRY HILL ADVISORS, LLC5,041$750K0.35%-6013F-HRTimeline
1834 INVESTMENT ADVISORS CO4,995$743K0.09%013F-HRTimeline
KERR FINANCIAL PLANNING Corp5,008$742K1%-23513F-HR/ATimeline
WESBANCO BANK INC4,988$742K0.02%+39713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,973$739K0.02%+8613F-HRTimelineGroup
Madden Advisory Services, Inc.4,952$736K0.3%-11313F-HRTimeline
Falcon Wealth Planning4,940$735K0.06%-213F-HRTimeline
Florida Trust Wealth Management Co4,932$733K0.02%013F-HRTimeline
WealthBridge Capital Management, LLC4,923$732K0.17%+613F-HRTimeline
PW Nova Financial Services LLC4,880$728K0.28%13F-HRTimeline
American Trust4,891$727K0.06%+44113F-HRTimeline
Align Financial, LLC725,607$726K0.52%13F-HRTimeline
IFC Advisors LLC4,878$725K0.11%-1,48213F-HRTimeline
Opus Financial Solutions LLC4,870$724K0.68%13F-HRTimeline
Geometric Wealth Advisors4,867$724K0.09%+5013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,865$723K0.06%+1613F-HRTimeline
Integrity Advisory Solutions, LLC4,861$723K0.1%+48813F-HRTimeline
FIRST MANHATTAN CO. LLC.4,851$721K<0.01%-13213F-HRTimeline
XML Financial, LLC4,847$721K0.06%-25013F-HRTimeline
Cadent Capital Advisors, LLC4,839$719K0.19%013F-HRTimeline
Golden State Wealth Management, LLC4,831$718K0.08%+23613F-HRTimeline
FSM Wealth Advisors, LLC4,801$714K0.1%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE4,800$714K0.06%+2,40013F-HRTimeline
Brookwood Investment Group LLC4,787$712K0.09%-6513F-HRTimeline
JFS WEALTH ADVISORS, LLC4,764$708K0.04%-6913F-HRTimeline
Trust Co of the South4,763$708K0.11%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,720$702K<0.01%new13F-HRTimelineGroup
Tarbox Family Office, Inc.4,713$701K0.11%-45413F-HRTimeline
ForthRight Wealth Management, LLC4,707$700K0.2%+213F-HRTimeline
Pettinga Financial Advisors LLC4,694$698K0.13%-64313F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,691$698K0.01%+20713F-HRTimeline
Qube Research & Technologies Ltd4,686$697K<0.01%+41913F-HRTimeline
Ausdal Financial Partners, Inc.4,676$695K0.03%+8413F-HRTimeline
Exit Wealth Advisors, LLC.4,659$693K0.41%+41313F-HRTimeline
Sharkey, Howes & Javer4,654$692K0.09%-36013F-HRTimeline
AWM CAPITAL, LLC4,641$690K0.06%+1313F-HRTimeline
Hilltop Partners LLC4,627$688K0.18%013F-HRTimeline
Financial Alternatives, Inc4,610$685K0.4%013F-HRTimeline
CFO4Life Group, LLC4,600$684K0.1%013F-HRTimeline
OLD NATIONAL BANCORP /IN/4,594$683K0.01%-3413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,592$683K0.1%-7713F-HRTimeline
APS Management Group, Inc.4,578$681K0.58%013F-HRTimeline
WEST BANCORPORATION INC4,558$678K0.36%-2513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,543$675K0.27%-15713F-HRTimeline
Resurgent Financial Advisors LLC4,489$667K0.33%013F-HRTimeline
CX Institutional4,484$667K0.02%-1,09313F-HRTimeline
VICUS CAPITAL4,484$667K0.05%-16213F-HRTimeline
BAM Wealth Management, LLC4,455$662K0.48%+2,09713F-HRTimeline
Waldron Private Wealth LLC4,449$662K0.03%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,377$659K<0.01%+91613F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.4,420$657K0.06%-1,36013F-HRTimeline
Next Level Private LLC4,401$654K0.17%-33613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,386$652K0.03%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC4,380$651K0.02%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,361$648K0.35%-6413F-HRTimeline
TrustWell Financial Advisors, LLC4,360$648K0.63%13F-HRTimeline
Strait & Sound Wealth Management LLC4,359$648K0.24%013F-HRTimeline
Belpointe Asset Management LLC4,350$647K0.02%-7113F-HRTimeline
Financial Strategies Group, Inc.4,270$646K0.12%-2813F-HRTimeline
Zullo Investment Group, Inc.4,343$646K0.24%-1413F-HRTimeline
Marble Wealth, LLC4,322$643K0.09%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,318$642K0.3%013F-HRTimeline
IMA Advisory Services, Inc.4,317$642K0.06%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,296$639K0.23%-5013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP4,289$638K0.02%-1,46813F-HRTimeline
River Street Advisors LLC4,280$636K0.24%+39513F-HRTimeline
MSH Capital Advisors LLC4,278$636K0.14%-33613F-HRTimeline
Rothschild Wealth LLC4,274$635K0.06%+92713F-HR/ATimeline
POWER WEALTH MANAGEMENT LLC4,262$634K0.22%+53713F-HRTimeline
SAPIENT CAPITAL LLC4,228$633K0.01%013F-HRTimeline
GAMMA Investing LLC4,250$632K0.03%+16313F-HRTimeline
BANTAMAC CAPITAL, LLC4,214$627K0.44%new13F-HRTimeline
Clear Point Advisors Inc.4,209$626K0.49%-68613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,198$624K0.06%013F-HRTimeline
Cornerstone Planning, LLC4,198$624K0.14%13F-HRTimeline
ARS Wealth Advisors Group, LLC4,180$622K0.06%-31113F-HRTimeline
Eaton-Cambridge Inc.4,168$620K0.2%013F-HRTimeline
VERITY Wealth Advisors4,165$619K0.38%013F-HRTimeline
Integras Partners LLC4,156$618K0.5%+12813F-HRTimeline
Asset Allocation & Management Company, …4,143$616K0.25%013F-HRTimeline
GEN Financial Management, INC.4,137$615K0.39%013F-HRTimeline
Rossmore Private Capital4,125$613K0.05%-2513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,103$610K0.01%013F-HRTimeline
Hibernia Wealth Partners, LLC4,088$608K0.18%+1,94613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,087$608K0.02%-1,57513F-HRTimelineGroup
Advyzon Investment Management, LLC4,057$603K0.07%-68313F-HRTimeline
Roundview Capital LLC4,056$603K0.04%+33413F-HRTimeline
NORDEN GROUP LLC4,044$601K0.06%013F-HRTimeline
Stonebridge Financial Group, LLC4,038$600K0.05%-8413F-HRTimeline
Canandaigua National Trust Co of Florida4,028$599K0.37%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,005$595K0.06%+51313F-HRTimeline
Cornerstone Financial Management LLC4,000$595K0.56%13F-HR/ATimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC3,998$594K0.02%+32513F-HRTimelineGroup
Pioneer Wealth Management Group3,975$591K0.18%013F-HRTimeline
Carl P. Sherr & Co., LLC3,911$591K0.26%-32513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,962$589K<0.01%new13F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,961$589K0.01%+90613F-HRTimeline
Faithward Advisors, LLC3,954$588K0.09%new13F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…3,879$588K0.41%013F-HRTimeline
Milestone Asset Management Group, LLC3,951$587K0.33%-113F-HRTimeline
Sovran Advisors, LLC3,857$585K0.05%+6013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…3,925$584K0.1%013F-HRTimeline
Opes Wealth Management LLC3,920$583K0.1%+3813F-HRTimeline
William Howard & Co Financial Advisors …3,914$582K0.49%+1013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.3,816$579K0.08%+2113F-HRTimeline
Stone Summit Wealth LLC3,870$575K0.16%-30113F-HRTimeline