Skip to content

ITOT ISHARES TR

Follow

SHS (fund)

1,700 managers (1,720 13F filers) reported a position in ITOT shares at 2026-06-30, 374,297,698 shares in all. 148 filers opened a position and 53 filers sold out during the quarter.

Managers
1,700
13F filers
1,720
New
148
Added
602
Reduced
579
Sold out
53
Shares held by filers
374,297,698

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
PW Nova Financial Services LLC3,933$646K0.14%013F-HRTimeline
EQ LLC3,933$646K0.16%+113F-HRTimeline
Stone Summit Wealth LLC3,915$643K0.16%+4513F-HRTimeline
GC Wealth Management RIA, LLC3,915$643K0.04%-1,10413F-HRTimeline
Cooke Wealth Management, LLC3,910$642K0.53%-1,44813F-HRTimeline
CX Institutional3,905$641K0.02%-1413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC3,888$639K0.1%+2213F-HRTimeline
NTV Asset Management LLC3,880$637K0.06%+18613F-HRTimeline
Frisch Financial Group, Inc.3,873$636K0.11%013F-HRTimeline
Milestone Asset Management Group, LLC3,847$632K0.32%+313F-HRTimeline
Tradewinds Capital Management, LLC3,847$632K0.11%013F-HRTimeline
PINNACLE ASSOCIATES LTD3,838$630K0.01%+32513F-HRTimeline
Atomic Invest LLC3,853$628K0.06%+3,69013F-HRTimeline
Farnam Financial LLC3,823$628K0.46%013F-HRTimeline
Confluence Wealth Services, Inc.3,814$627K0.02%+1,77413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,809$626K0.14%+1,67513F-HRTimeline
Rockwood Wealth Management, LLC3,801$624K0.04%+57013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,800$624K<0.01%013F-HRTimelineGroup
CULLEN INVESTMENT GROUP, LTD.3,793$623K0.08%+2013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.3,791$623K0.18%+20513F-HRTimeline
Rossmore Private Capital3,775$620K0.05%-35013F-HRTimeline
Cordant, Inc.3,773$620K0.22%-213F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,763$618K0.21%-60313F-HRTimeline
Comprehensive Financial Planning, Inc./…3,754$617K0.33%+1013F-HRTimeline
Solidarity Wealth, LLC3,754$617K0.11%+713F-HRTimeline
Aureus Asset Management, LLC3,716$610K0.04%+1,15413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,714$610K0.08%-1,31113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,712$610K<0.01%013F-HRTimelineGroup
CULBERTSON A N & CO INC3,695$607K0.07%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,693$607K0.03%-9713F-HRTimelineGroup
Sovran Advisors, LLC3,715$604K0.04%013F-HRTimeline
Financial Strategies Group, Inc.3,673$603K0.1%-41613F-HRTimeline
McNaughton Wealth Management, LLC3,662$602K0.21%-13913F-HRTimeline
Carl P. Sherr & Co., LLC3,659$601K0.25%-25213F-HRTimeline
JT Stratford LLC3,657$601K0.07%new13F-HRTimeline
Harbor Group, Inc.3,650$600K0.07%-25913F-HRTimeline
JMG Financial Group, Ltd.3,608$593K0.01%013F-HRTimeline
Piedmont Capital Management, LLC/NC3,591$590K0.36%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,584$589K0.01%-26113F-HRTimeline
Capital Investment Advisory Services, L…3,583$589K0.04%-4213F-HRTimeline
Laurel Wealth Advisors LLC3,580$588K0.06%013F-HRTimeline
Genesis Wealth Advisors, LLC3,564$585K0.35%-27513F-HRTimeline
Financial Freedom, LLC3,523$579K0.27%013F-HRTimeline
KKM Financial LLC3,510$577K0.08%013F-HRTimeline
LPWM LLC3,509$576K0.13%-8013F-HRTimeline
Latitude Advisors, LLC3,507$576K0.23%+1013F-HRTimeline
YANKCOM Partnership3,500$575K0.21%013F-HRTimeline
Avid Wealth Partners LLC3,498$575K0.28%-13213F-HRTimeline
Crewe Advisors LLC3,488$573K0.04%+813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,471$570K0.01%013F-HRTimelineGroup
Busey Bank3,469$570K0.01%013F-HRTimeline
Onyx Bridge Wealth Group LLC3,468$570K0.05%013F-HRTimeline
PCM Encore, LLC3,459$568K0.1%+73513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,452$567K0.01%+4813F-HRTimelineGroup
NORDEN GROUP LLC3,451$567K0.05%-38913F-HRTimeline
Fragasso Financial Advisors Inc3,422$562K0.03%-7913F-HRTimeline
W.H. Cornerstone Investments Inc.3,418$562K0.32%+913F-HRTimeline
AMG National Trust Bank3,409$560K0.01%-5,71613F-HRTimeline
Echo45 Advisors LLC3,409$560K0.29%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,404$559K0.06%+34013F-HRTimeline
MKD WEALTH COACHES, LLC3,394$558K0.48%013F-HRTimeline
AF Advisors, Inc.3,379$555K0.27%013F-HRTimeline
Sunpointe, LLC3,366$553K0.16%+713F-HRTimeline
LAWOOD & CO3,359$552K0.37%-43613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,357$551K0.02%013F-HRTimelineGroup
Salomon & Ludwin, LLC3,351$550K0.05%013F-HRTimeline
Principle Wealth Partners LLC3,338$548K0.03%+213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,334$548K0.03%+113F-HRTimeline
Level Financial Advisors3,318$545K0.12%+213F-HRTimeline
Wallace Capital Management Inc.3,300$542K0.06%new13F-HRTimeline
National Wealth Management Group, LLC3,292$541K0.17%+613F-HRTimeline
HHM Wealth Advisors, LLC3,277$538K0.05%+1,93113F-HRTimeline
Marietta Wealth Management, LLC3,245$533K0.05%+21913F-HRTimeline
Wealth Dimensions Group, Ltd.3,240$532K0.1%+1,50813F-HRTimeline
MJP ASSOCIATES INC /ADV3,239$532K0.06%+70213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,232$531K0.05%-16313F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,224$530K0.02%013F-HRTimeline
Hopwood Nicholas Hunter3,216$528K0.14%+913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,701$527K0.07%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,200$526K<0.01%new13F-HRTimelineGroup
Townsend Financial Planning, LLC3,197$525K0.46%+2013F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC3,179$522K0.04%-1,66113F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.3,179$522K0.35%-5413F-HRTimeline
ONE Advisory Partners, LLC3,151$518K0.14%-213F-HRTimeline
PUREfi Wealth, LLC3,118$512K0.28%+16713F-HRTimeline
Avion Wealth3,107$510K0.09%013F-HRTimeline
Powerhouse Assets LLC3,103$510K0.41%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,100$509K0.08%013F-HRTimeline
Strait & Sound Wealth Management LLC3,094$508K0.18%-63313F-HRTimeline
McGuire Investment Group, LLC3,071$504K0.04%+19213F-HRTimeline
Wellspring Financial Advisors, LLC3,059$502K0.03%+813F-HRTimeline
VICUS CAPITAL3,057$502K0.03%-22013F-HRTimeline
Pioneer Wealth Management Group3,055$502K0.12%-92013F-HRTimeline
Bauman Advisory Group, LLC3,052$501K0.27%-12413F-HRTimeline
CADINHA & CO LLC3,051$501K0.07%+27913F-HRTimeline
Inscription Capital, LLC3,046$500K0.04%-20313F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,045$500K0.28%013F-HRTimeline
Warren Street Wealth Advisors, LLC3,043$500K0.11%013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,033$498K0.01%+47613F-HRTimeline
Radnor Capital Management, LLC3,011$495K0.07%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,980$490K0.01%-3813F-HRTimeline
Live Oak Private Wealth LLC2,955$485K0.06%013F-HRTimeline
Woodward Financial Advisors, Inc.2,953$485K0.16%013F-HRTimeline
Miller Capital Partners, Inc.2,935$482K0.19%+8613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,924$480K0.09%-3013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,921$479K0.03%+9713F-HRTimeline
Dunhill Financial, LLC2,915$479K0.1%+413F-HRTimeline
Haverford Trust Co2,901$477K<0.01%-6113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,897$476K0.07%-1613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,888$474K0.04%+1313F-HRTimeline
DIVERSIFIED TRUST CO2,887$474K0.01%-30613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,881$473K0.04%013F-HRTimeline
W ADVISORS, LLC2,878$473K0.21%+213F-HRTimeline
SELDON CAPITAL LP2,876$472K0.15%013F-HRTimeline
Integrated Wealth Management2,862$470K0.5%-6313F-HRTimeline
Carbahal Olsen Financial Services Group…2,831$465K0.32%-6113F-HRTimeline
Carnegie Investment Counsel2,826$464K0.01%-2513F-HRTimeline
Simplicity Wealth,LLC2,824$464K0.02%-23213F-HRTimeline
Great Waters Wealth Management2,822$464K0.04%-7813F-HRTimeline
Heartwood Wealth Advisors LLC2,809$461K0.04%013F-HRTimeline
Alaethes Wealth, LLC2,805$461K0.13%013F-HRTimeline
Tradewinds, LLC.54,209$459K0.11%+52,54413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,790$458K0.05%+9013F-HRTimeline
Greenhouse Wealth Management, LLC2,777$456K0.32%+713F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,760$453K0.14%+12113F-HRTimeline
Indiana Trust & Investment Management Co2,758$453K0.12%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.2,750$452K0.05%+813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,742$450K0.08%+9113F-HRTimeline
DecisionMap Wealth Management, LLC2,738$450K0.25%+213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,727$448K0.02%-1,02013F-HRTimeline
Capstone Wealth Management, LLC2,717$446K0.21%-5013F-HRTimeline
Darden Wealth Group Inc2,702$444K0.18%-2013F-HRTimeline
Sincerus Advisory, LLC2,701$444K0.3%+213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,696$443K0.04%+2,46913F-HRTimelineGroup
Sensible Money, LLC2,672$439K0.12%+31113F-HRTimeline
Schiavi & Co LLC2,666$438K0.12%+2413F-HRTimeline
Financial Symmetry Inc2,666$438K0.15%013F-HRTimeline
Compton Financial Group, LLC2,645$434K0.08%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,630$432K0.03%-31413F-HRTimeline
BAM Wealth Management, LLC2,629$432K0.27%-5413F-HRTimeline
Xcelsior Advisor Partners LLC2,628$432K0.06%+60013F-HRTimeline
OLIO Financial Planning2,624$431K0.11%-22313F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,620$430K0.19%-2613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,619$430K0.07%+1013F-HRTimeline
Oath Planning, LLC2,619$430K0.32%-2113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC2,609$429K0.09%-1413F-HRTimeline
Douglass Winthrop Advisors, LLC2,605$428K0.01%013F-HRTimeline
Integris Wealth Management, LLC2,604$428K0.09%013F-HRTimeline
InTrack Investment Management Inc2,600$427K0.21%013F-HRTimeline
DAVIDSON TRUST CO2,593$426K0.17%013F-HRTimeline
Shepherd Financial Partners LLC2,590$425K0.03%013F-HRTimeline
Northstar Group, Inc.2,588$425K0.05%013F-HRTimeline
Compass Wealth Management LLC2,569$422K0.08%new13F-HRTimeline
NovaPoint Capital, LLC2,568$422K0.09%new13F-HRTimeline
Sachetta, LLC2,568$422K0.21%new13F-HRTimeline
ENTRUST FINANCIAL LLC2,544$418K0.27%+613F-HRTimeline
Ruggiero Investments, Inc.2,543$418K0.35%+37713F-HRTimeline
BARRETT & COMPANY, INC.2,541$417K0.12%+20013F-HRTimeline
A4 Wealth Advisors LLC2,539$417K0.28%+13013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,537$417K<0.01%-22413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,536$417K0.01%-19113F-HRTimelineGroup
Old Mission Investment Co LLC2,532$416K0.09%-16113F-HRTimeline
Root Financial Partners, LLC2,519$414K0.02%-1,60413F-HRTimeline
Five Oceans Advisors2,514$413K0.13%-10913F-HRTimeline
Shira Ridge Wealth Management2,505$411K0.14%-9313F-HRTimeline
PENN DAVIS MCFARLAND INC2,500$411K0.04%013F-HRTimeline
Ascent Wealth Partners, LLC2,493$410K0.04%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,482$408K0.03%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,478$407K0.1%+313F-HRTimeline
LANARK FINANCIAL, INC.2,476$407K0.03%-5313F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC2,474$406K0.05%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,474$406K0.23%-9713F-HRTimeline
PFW Advisors LLC2,465$405K0.12%013F-HRTimeline
Tidemark, LLC2,458$404K0.09%+15813F-HRTimeline
Cedarwood Wealth LLC2,452$403K0.3%-1913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,450$402K0.01%+44713F-HRTimelineGroup
CRA Financial Services, LLC2,434$400K0.05%+6713F-HRTimeline
Gutierrez Wealth Advisory, LLC2,430$399K0.23%+613F-HRTimeline
Castle Rock Wealth Management, LLC2,428$398K0.08%+613F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC2,421$398K0.34%+18813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,412$396K0.02%013F-HRTimeline
ARS Investment Partners, LLC2,409$396K0.02%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,407$395K0.08%013F-HRTimeline
Carter Financial Group, INC.2,402$395K0.2%-8113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,400$394K0.05%013F-HRTimeline
Tortuga Wealth Management, Inc2,396$394K0.3%+12713F-HRTimeline
Burk Holdings LLC2,382$391K0.14%+1,10013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC2,374$390K0.12%-4213F-HRTimeline
Nadler Financial Group, Inc.2,372$390K0.03%013F-HRTimeline
Ruggaard & Associates LLC2,367$389K0.14%-3313F-HRTimeline
Garde Capital, Inc.2,366$389K0.02%+113F-HRTimeline
Cauble & Harre Wealth Management, Inc.2,360$388K0.31%013F-HRTimeline
Mengis Capital Management, Inc.2,358$387K0.06%+8013F-HRTimeline
WEALTHGARDEN F.S. LLC2,352$386K0.22%-213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,350$386K0.12%013F-HRTimeline
MITCHELL SINKLER & STARR/PA2,345$385K0.16%013F-HRTimeline
180 WEALTH ADVISORS, LLC2,339$384K0.04%-613F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC2,338$384K0.16%+37713F-HRTimeline
APPLETON PARTNERS INC/MA2,339$384K0.02%-1513F-HRTimeline
Principia Wealth Advisory, LLC2,331$383K0.19%-4013F-HRTimeline