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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,612 managers (1,631 13F filers) reported a position in ITOT shares at 2026-03-31, 361,645,579 shares in all. 91 filers opened a position and 103 filers sold out during the quarter.

Managers
1,612
13F filers
1,631
New
91
Added
619
Reduced
535
Sold out
103
Shares held by filers
361,645,579

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WealthPlan Investment Management, LLC6,633$945K0.05%+88413F-HRTimeline
Soundwatch Capital LLC6,604$941K0.12%013F-HRTimeline
Aspiring Ventures, LLC6,586$938K0.31%-5413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,541$932K0.03%+30913F-HRTimelineGroup
Chesley Taft & Associates LLC6,540$931K0.04%-22413F-HRTimeline
GHP Investment Advisors, Inc.6,517$928K0.04%-9813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,478$923K0.07%+3,47713F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,449$919K0.19%+1213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,835$917K0.01%-8113F-HRTimeline
Bond & Devick Financial Network, Inc.6,431$916K0.26%-6513F-HRTimeline
KERR FINANCIAL PLANNING Corp5,893$916K0.65%+88513F-HR/ATimeline
Keener Financial Planning LLC6,418$914K0.38%+58213F-HRTimeline
FIDUCIARY ADVISORS, INC.6,417$914K0.69%-9113F-HRTimeline
Outlook Wealth Advisors, LLC6,370$907K0.22%+21213F-HRTimeline
TRUEFG, LLC6,363$906K0.24%+5613F-HRTimeline
5T Wealth, LLC6,328$901K0.36%+13313F-HRTimeline
Retirement Investment Advisors, Inc.6,036$897K0.07%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,293$896K0.14%013F-HRTimeline
Coordinated Financial Services, Inc.6,258$891K0.51%-4,05413F-HRTimeline
Evanson Asset Management, LLC6,256$891K0.05%013F-HRTimeline
SHP Wealth Management6,249$890K0.07%+2,68513F-HRTimeline
Balentine LLC6,243$889K0.04%-5,08213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,217$885K0.15%+4,13213F-HRTimelineGroup
CAMBIENT FAMILY OFFICE, LLC6,195$882K0.12%013F-HRTimeline
Pacific Park Financial, Inc.6,154$877K0.57%-39813F-HRTimeline
Charter Oak Capital Management, LLC6,149$876K0.07%-8113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC6,099$869K0.27%-8213F-HRTimeline
Dana Investment Advisors, Inc.6,098$869K0.03%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC6,091$868K0.42%13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,086$867K0.01%-113F-HRTimeline
ATLas Financial Planning LLC6,050$862K0.77%-13113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,027$858K0.03%-2,37613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,000$855K0.04%+4,08813F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC6,000$855K0.84%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,894$851K0.02%013F-HRTimeline
HANCOCK WHITNEY CORP5,645$849K0.01%-22813F-HRTimeline
Wilkins Miller Wealth Management, LLC5,930$845K0.51%-9813F-HRTimeline
SageView Advisory Group, LLC5,901$841K0.03%-6,07713F-HRTimeline
Gemmer Asset Management LLC5,882$838K0.07%+4713F-HRTimeline
Larson Financial Group LLC5,846$833K0.03%-19513F-HRTimeline
TD Waterhouse Canada Inc.5,773$828K<0.01%+14513F-HRTimeline
WJ Wealth Management, LLC5,807$827K0.39%-3713F-HRTimeline
EJMK Ventures LLC5,807$827K0.46%+24113F-HRTimeline
Beckerman Institutional, LLC5,798$826K0.44%013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC5,769$822K0.32%new13F-HRTimeline
Roundview Capital LLC5,762$821K0.05%+1,70613F-HRTimeline
Regal Investment Advisors LLC5,754$820K0.05%-11713F-HRTimeline
Arista Wealth Management, LLC5,744$818K0.1%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,729$816K0.09%013F-HRTimelineGroup
Cadence Wealth Management LLC5,722$815K0.34%+20913F-HRTimeline
Sound Stewardship, LLC5,715$814K0.37%-35913F-HRTimeline
VeraBank, N.A.5,704$812K0.15%013F-HRTimeline
BCS Wealth Management5,695$811K0.17%-5,69513F-HRTimeline
True North Advisors, LLC5,685$810K0.09%+1113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,680$809K0.25%013F-HRTimeline
Biltmore Family Office, LLC5,673$808K0.11%013F-HRTimeline
McClarren Financial Advisors, Inc.5,642$804K0.48%+5,04713F-HRTimeline
MSH Capital Advisors LLC5,641$803K0.17%+1,36313F-HRTimeline
Geometric Wealth Advisors5,641$803K0.1%+77413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,636$803K0.05%+21913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC5,625$801K0.06%+76013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC5,597$797K0.1%013F-HRTimeline
CHAPIN DAVIS, INC.5,595$797K0.18%+5613F-HRTimeline
Thrive Wealth Management, LLC5,575$794K0.12%+41513F-HRTimeline
Nabity-Jensen Investment Management Inc5,566$793K0.55%-18413F-HRTimeline
DAVIS R M INC5,560$792K0.01%-26713F-HRTimeline
CGN Advisors LLC5,550$790K0.06%+14813F-HRTimeline
QUARRY HILL ADVISORS, LLC5,041$784K0.32%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,500$783K<0.01%013F-HRTimelineGroup
Inman Jager Wealth Management, LLC5,481$781K0.46%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC5,479$780K0.77%+33413F-HRTimeline
Patriot Financial Group Insurance Agenc…5,474$780K0.04%+3,03113F-HRTimeline
WESBANCO BANK INC5,463$778K0.02%+47513F-HRTimeline
Optivise Advisory Services LLC5,451$776K0.47%-10313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,428$773K0.06%-82513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,406$770K<0.01%+1,44413F-HRTimelineGroup
CAPITAL ADVISORS INC/OK5,383$767K0.01%-3013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,381$766K+130Timeline
WHITTIER TRUST CO5,295$764K0.01%013F-HRTimeline
Cooke Wealth Management, LLC5,358$763K0.68%-84013F-HRTimeline
Successful Portfolios LLC5,351$761K0.42%+3513F-HRTimeline
Birchcreek Wealth Management, LLC5,305$756K0.36%+1,77713F-HRTimeline
Falcon Wealth Planning5,302$755K0.05%+36213F-HRTimeline
Precision Wealth Strategies, LLC5,297$754K0.25%013F-HRTimeline
Adams Wealth Management5,248$747K0.16%-1,25413F-HRTimeline
CacheTech Inc.5,248$747K0.14%-1,25413F-HRTimeline
Penney Financial, LLC5,246$747K0.29%+1,76513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT5,217$743K0.03%013F-HRTimeline
Florida Trust Wealth Management Co5,191$739K0.02%+25913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,160$735K0.06%-2013F-HRTimelineGroup
XML Financial, LLC5,118$729K0.06%+27113F-HRTimeline
Rothschild Wealth LLC5,099$726K0.07%+82513F-HRTimeline
POINCIANA ADVISORS GROUP, LLC5,082$724K0.57%-4213F-HRTimeline
KEB ASSET MANAGEMENT, LLC5,079$723K0.14%-17213F-HRTimeline
Plante Moran Financial Advisors, LLC5,058$720K0.05%-1,60413F-HRTimeline
KPP Advisory Services LLC5,043$718K0.1%-81713F-HRTimeline
Pettinga Financial Advisors LLC5,032$717K0.13%+33813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,025$716K0.11%-6713F-HRTimeline
Sharp Wealth Advisory, LLC5,025$716K0.35%-87513F-HRTimeline
GC Wealth Management RIA, LLC5,019$715K0.03%-1,21913F-HRTimeline
Petros Family Wealth, LLC5,017$715K0.51%-3,29113F-HRTimeline
1834 INVESTMENT ADVISORS CO4,995$711K0.09%013F-HRTimeline
Waldron Private Wealth LLC4,962$707K0.03%+51313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,951$705K0.01%-50413F-HRTimelineGroup
Nemes Rush Group LLC4,932$703K0.07%-7,52013F-HRTimeline
WealthBridge Capital Management, LLC4,907$699K0.16%-1613F-HRTimeline
Madden Advisory Services, Inc.4,886$696K0.27%-6613F-HRTimeline
Align Financial, LLC4,880$695K0.4%-720,72713F-HRTimeline
River Street Advisors LLC4,864$693K0.23%+58413F-HRTimeline
Cambridge Financial Group, LLC4,850$691K0.23%+1,58013F-HRTimeline
Brookwood Investment Group LLC4,847$690K0.09%+6013F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC4,840$689K0.25%+1,96213F-HRTimelineGroup
Cadent Capital Advisors, LLC4,839$689K0.18%013F-HRTimeline
Ausdal Financial Partners, Inc.4,836$689K0.03%+16013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,812$685K0.07%+61413F-HRTimeline
FSM Wealth Advisors, LLC4,802$684K0.09%+113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,744$676K0.03%-22913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC4,733$674K0.04%-3113F-HRTimeline
DAVENPORT & Co LLC4,722$673K<0.01%+2,19513F-HRTimeline
Tarbox Family Office, Inc.4,713$671K0.11%013F-HRTimeline
Exit Wealth Advisors, LLC.4,712$671K0.35%+5313F-HRTimeline
ForthRight Wealth Management, LLC4,708$670K0.19%+113F-HRTimeline
FIRST MANHATTAN CO. LLC.4,704$670K<0.01%-14713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,666$665K0.1%+7413F-HRTimeline
AWM CAPITAL, LLC4,650$662K0.06%+913F-HRTimeline
Hilltop Partners LLC4,627$659K0.17%013F-HRTimeline
Financial Alternatives, Inc4,610$657K0.35%013F-HRTimeline
CFO4Life Group, LLC4,600$655K0.1%013F-HRTimeline
APS Management Group, Inc.4,578$652K0.56%013F-HRTimeline
AIRE ADVISORS, LLC4,564$650K0.12%new13F-HRTimeline
WEST BANCORPORATION INC4,513$643K0.32%-4513F-HRTimeline
Financial Strategies Group, Inc.4,089$640K0.11%-18113F-HRTimeline
Resurgent Financial Advisors LLC4,493$640K0.23%+413F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,452$634K0.01%-23913F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,435$632K0.24%+17313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,420$630K0.05%013F-HRTimeline
Next Level Private LLC4,411$628K0.14%+1013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,377$627K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC4,380$624K0.02%013F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,373$623K0.34%+1213F-HR/ATimeline
WETZEL INVESTMENT ADVISORS, INC.4,366$622K0.25%-17713F-HRTimeline
Zullo Investment Group, Inc.4,364$622K0.24%+2113F-HRTimeline
TrustWell Financial Advisors, LLC4,363$621K0.58%+313F-HRTimeline
American Trust4,332$617K0.05%-55913F-HRTimeline
Marble Wealth, LLC4,332$617K0.11%+1013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,318$615K0.29%013F-HRTimeline
IMA Advisory Services, Inc.4,317$615K0.06%013F-HRTimeline
GAMMA Investing LLC4,258$606K0.03%+813F-HRTimeline
Edgestream Partners, L.P.4,233$603K0.02%-3,19813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,225$602K0.22%-7113F-HRTimeline
BANTAMAC CAPITAL, LLC4,214$600K0.44%013F-HRTimeline
Integras Partners LLC4,209$599K0.39%+5313F-HRTimeline
ARS Wealth Advisors Group, LLC4,180$595K0.05%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,180$595K0.01%-1,93413F-HRTimeline
Eaton-Cambridge Inc.4,167$594K0.19%-113F-HRTimeline
VERITY Wealth Advisors4,165$593K0.4%013F-HRTimeline
TCI Wealth Advisors, Inc.4,159$592K0.03%new13F-HRTimeline
Sharkey, Howes & Javer4,148$591K0.08%-50613F-HRTimeline
Asset Allocation & Management Company, …4,143$590K0.22%013F-HRTimeline
GEN Financial Management, INC.4,137$589K0.36%013F-HRTimeline
Rossmore Private Capital4,125$588K0.05%013F-HRTimeline
Fisher Asset Management, LLC4,124$588K<0.01%+1,31113F-HRTimeline
Root Financial Partners, LLC4,123$587K0.03%+2,08413F-HRTimeline
IFC Advisors LLC4,122$587K0.08%-75613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,110$585K0.1%+18513F-HRTimeline
Sovran Advisors, LLC3,715$584K0.05%-14213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,103$584K0.01%013F-HRTimeline
Leading Edge Financial Planning LLC4,060$578K0.12%new13F-HRTimeline
Golden State Wealth Management, LLC4,055$578K0.06%-77613F-HRTimeline
Laurel Wealth Advisors LLC3,580$577K0.06%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,046$576K0.51%13F-HRTimeline
Gilliland Jeter Wealth Management LLC4,044$576K0.17%new13F-HRTimeline
Stonebridge Financial Group, LLC4,038$575K0.05%013F-HRTimeline
Cornerstone Planning, LLC4,008$571K0.13%-19013F-HRTimeline
Faithward Advisors, LLC4,004$570K0.08%+5013F-HRTimeline
Cornerstone Financial Management LLC4,000$570K0.52%013F-HR/ATimeline
Strategic Financial Services, Inc.3,988$568K0.03%new13F-HRTimeline
Hibernia Wealth Partners, LLC3,976$566K0.17%-11213F-HRTimeline
Pioneer Wealth Management Group3,975$566K0.16%013F-HRTimeline
Lifestyle Asset Management, Inc.3,933$560K0.18%new13F-HRTimeline
PW Nova Financial Services LLC3,933$560K0.14%-94713F-HRTimeline
EQ LLC3,932$560K0.16%+14513F-HRTimeline
William Howard & Co Financial Advisors …3,930$560K0.48%+1613F-HRTimeline
CX Institutional3,919$558K0.02%-56513F-HRTimeline
Carl P. Sherr & Co., LLC3,911$557K0.26%013F-HRTimeline
Harbor Group, Inc.3,909$557K0.08%+14213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,908$557K0.02%+29713F-HRTimeline
KICKSTAND VENTURES, LLC.3,894$555K0.12%+14813F-HRTimeline
OBSIDIAN CIO, LLC3,878$552K0.5%+1,04013F-HRTimeline
Frisch Financial Group, Inc.3,873$552K0.12%+1,39313F-HRTimeline
Stone Summit Wealth LLC3,870$551K0.15%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC3,866$551K0.1%new13F-HRTimeline
Tradewinds Capital Management, LLC3,847$548K0.11%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,845$548K0.01%-11613F-HRTimeline
Milestone Asset Management Group, LLC3,844$548K0.32%-10713F-HRTimeline
NORDEN GROUP LLC3,840$547K0.05%-20413F-HRTimeline
Genesis Wealth Advisors, LLC3,839$547K0.36%013F-HRTimeline
Farnam Financial LLC3,823$545K0.45%+83313F-HRTimeline
Arta Finance Wealth Management LLC3,819$544K0.27%+1,05213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,806$542K<0.01%-24,35913F-HRTimelineGroup