Skip to content
Disclosery

ITOT ISHARES TR

Follow

SHS (fund)

1,420 managers (1,433 13F filers) reported a position in ITOT shares at 2024-12-31, 303,506,269 shares in all. 94 filers opened a position and 47 filers sold out during the quarter.

Managers
1,420
13F filers
1,433
New
94
Added
470
Reduced
486
Sold out
47
Shares held by filers
303,506,269

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Great Waters Wealth Management2,898$373K0.05%+42413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,863$372K0.08%-33713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,878$370K0.09%013F-HRTimelineGroup
Warren Street Wealth Advisors, LLC2,876$370K0.15%013F-HRTimeline
SELDON CAPITAL LP2,876$370K0.15%013F-HRTimeline
Sabal Trust CO2,864$368K0.02%013F-HRTimeline
CRA Financial Services, LLC2,864$368K0.06%+15213F-HRTimeline
Ellsworth Advisors, LLC2,859$368K0.1%+113F-HRTimeline
Mayfair Advisory Group, LLC2,855$367K0.22%013F-HRTimeline
SURIENCE PRIVATE WEALTH LLC2,849$366K0.47%013F-HRTimeline
GatePass Capital, LLC2,845$366K0.4%13F-HRTimeline
Hardin Capital Partners, LLC2,844$366K0.22%013F-HRTimeline
Kathleen S. Wright Associates Inc.2,840$365K0.15%013F-HRTimeline
ARS Investment Partners, LLC2,837$365K0.03%new13F-HRTimeline
Root Financial Partners, LLC2,835$365K0.05%+1,04913F-HRTimeline
180 WEALTH ADVISORS, LLC2,832$364K0.06%+7213F-HRTimeline
Continuum Advisory, LLC2,832$364K0.05%-1,71013F-HRTimeline
Tradewinds, LLC.2,739$364K0.1%+3313F-HRTimeline
L. Roy Papp & Associates, LLP2,828$364K0.04%-10013F-HRTimeline
Farnam Financial LLC2,828$364K0.38%013F-HRTimeline
Fragasso Financial Advisors Inc2,818$362K0.03%-813F-HRTimeline
Sunpointe, LLC2,810$361K0.18%-8413F-HRTimeline
McDonough Capital Management, Inc2,809$361K0.22%+113F-HRTimeline
Alaethes Wealth, LLC2,805$361K0.13%013F-HRTimeline
Shira Ridge Wealth Management2,788$359K0.18%+313F-HRTimeline
Gateway Wealth Partners, LLC2,774$357K0.09%+86713F-HRTimeline
DIVERSIFIED TRUST CO2,771$356K0.01%-7013F-HRTimeline
Long Run Wealth Advisors, LLC2,765$356K0.09%-61613F-HRTimeline
KINTRA WEALTH, LLC2,760$355K0.25%new13F-HRTimeline
Indiana Trust & Investment Management Co2,758$355K0.12%013F-HRTimeline
ALBION FINANCIAL GROUP /UT2,755$354K0.02%013F-HRTimeline
Carnegie Investment Counsel2,751$354K0.01%+80713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,741$353K0.04%013F-HRTimeline
DecisionMap Wealth Management, LLC2,737$352K0.28%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,738$352K0.03%-326,25313F-HRTimeline
Centurion Wealth Management LLC2,732$351K0.11%-8513F-HRTimeline
CADINHA & CO LLC2,731$351K0.06%-14313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,727$351K0.05%+37913F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.2,704$348K0.05%+1013F-HRTimeline
PFW Advisors LLC2,699$347K0.11%13F-HRTimeline
GARRISON POINT ADVISORS, LLC2,692$346K0.16%013F-HRTimeline
Sincerus Advisory, LLC2,691$346K0.37%13F-HRTimeline
PROFFITT & GOODSON INC2,675$344K0.06%-58313F-HRTimeline
Haverford Trust Co2,660$342K<0.01%013F-HRTimeline
Smith Anglin Financial, LLC2,659$342K0.03%-1,01313F-HRTimeline
Compton Financial Group, LLC2,645$340K0.1%new13F-HRTimeline
McGuire Investment Group, LLC2,643$340K0.05%+6513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,639$339K0.26%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,634$339K<0.01%+113F-HR/ATimeline
Headland Capital, LLC2,620$337K0.12%13F-HRTimeline
Principia Wealth Advisory, LLC2,610$336K0.32%13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,608$335K0.26%13F-HRTimeline
Douglass Winthrop Advisors, LLC2,605$335K0.01%013F-HRTimeline
Confluence Wealth Services, Inc.2,486$334K0.02%-7913F-HRTimeline
JDH Wealth Management, LLC2,591$333K0.29%13F-HRTimeline
InTrack Investment Management Inc2,600$333K0.23%013F-HRTimeline
Team Hewins, LLC2,580$332K0.13%013F-HR/ATimeline
Ground Swell Capital, LLC2,578$332K0.72%new13F-HRTimeline
WMS Partners, LLC2,577$331K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,552$328K0.02%+3813F-HRTimeline
HT Partners LLC2,545$327K0.11%-9613F-HRTimeline
NVWM, LLC2,537$326K0.08%+59213F-HRTimeline
Capasso Planning Partners LLC2,536$326K0.13%-3,28513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,529$325K0.2%-49513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,521$324K0.09%+913F-HRTimeline
Vise Technologies, Inc.2,516$324K0.03%new13F-HRTimeline
WESBANCO BANK INC2,512$323K0.01%new13F-HRTimeline
Shorepoint Capital Partners LLC2,506$322K0.07%+913F-HRTimeline
BARRETT & COMPANY, INC.2,504$322K0.14%+213F-HRTimeline
PENN DAVIS MCFARLAND INC2,500$322K0.03%-50013F-HRTimeline
Wealth Alliance Advisory Group, LLC2,494$321K0.07%-4013F-HRTimeline
Ascent Wealth Partners, LLC2,493$321K0.04%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,486$320K0.1%-15513F-HRTimeline
Avalon Trust Co2,483$319K0.02%013F-HRTimeline
Sharkey, Howes & Javer2,483$319K0.04%-1913F-HRTimeline
Frisch Financial Group, Inc.2,480$319K0.1%013F-HRTimeline
Castle Rock Wealth Management, LLC2,367$317K0.08%-4413F-HRTimeline
Shepherd Financial Partners LLC2,450$315K0.04%013F-HRTimeline
Avid Wealth Partners LLC2,423$312K0.22%-1313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC2,404$309K0.12%013F-HRTimeline
BAILARD, INC.2,390$307K0.01%013F-HRTimeline
Traveka Wealth, LLC2,385$307K0.17%-9413F-HRTimeline
Gutierrez Wealth Advisory, LLC2,384$307K0.25%13F-HR/ATimeline
JMG Financial Group, Ltd.2,376$306K0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,368$304K0.02%new13F-HR/ATimeline
Garde Capital, Inc.2,363$304K0.02%013F-HRTimeline
Quotient Wealth Partners, LLC2,360$303K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC2,351$302K0.04%-28113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,350$302K0.16%13F-HRTimeline
MITCHELL SINKLER & STARR/PA2,345$302K0.08%013F-HRTimeline
Latitude Advisors, LLC2,332$300K0.17%+2513F-HRTimeline
Principle Wealth Partners LLC2,329$300K0.02%013F-HRTimeline
NovaPoint Capital, LLC2,327$299K0.09%013F-HRTimeline
Beacon Capital Management, LLC2,316$298K0.04%-23813F-HRTimeline
Tidemark, LLC2,300$296K0.11%013F-HRTimeline
Cranbrook Wealth Management, LLC2,290$295K0.07%+7813F-HRTimeline
Semmax Financial Advisors Inc.2,193$294K0.08%013F-HRTimeline
Crew Capital Management, Ltd2,278$293K0.24%013F-HRTimeline
Creekmur Asset Management LLC2,268$292K0.07%-92913F-HRTimeline
Evernest Financial Advisors, LLC2,267$292K0.08%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,258$290K0.02%013F-HRTimeline
RKL Wealth Management LLC2,252$290K0.03%+113F-HRTimeline
Hibernia Wealth Partners, LLC2,245$289K0.22%-1,82113F-HRTimeline
1ST SOURCE BANK2,243$288K0.02%013F-HRTimeline
Raab & Moskowitz Asset Management LLC2,243$288K0.07%+33013F-HRTimeline
Dunhill Financial, LLC2,239$288K0.13%+1,60813F-HRTimeline
Petros Family Wealth, LLC2,238$288K0.31%13F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,237$288K0.04%-5313F-HRTimeline
Mason Investment Advisory Services, Inc.2,236$288K0.02%013F-HRTimeline
FC Advisory LLC2,230$287K0.1%+5413F-HRTimeline
Glassman Wealth Services2,228$287K0.05%013F-HRTimeline
4J Wealth Management LLC2,225$286K0.23%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,220$286K0.07%013F-HRTimeline
Occidental Asset Management, LLC2,211$284K0.04%-10913F-HRTimeline
Stonekeep Investments, LLC2,192$282K0.21%013F-HRTimeline
MJP ASSOCIATES INC /ADV2,188$281K0.05%+42113F-HRTimeline
ALTFEST L J & CO INC2,188$281K0.04%+813F-HRTimeline
Fisher Asset Management, LLC2,183$281K<0.01%new13F-HRTimeline
Bleakley Financial Group, LLC2,183$281K0.01%+13113F-HRTimeline
Griffith & Werner, Inc.2,180$280K0.19%13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,176$280K0.02%-6813F-HRTimelineGroup
Rialto Wealth Management, LLC2,170$279K0.09%13F-HRTimeline
BANK OZK2,169$279K0.12%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,168$279K0.04%013F-HRTimeline
Founders Financial Alliance, LLC2,161$278K0.08%+113F-HRTimeline
Turn8 Private Wealth Inc.2,157$277K0.2%13F-HRTimeline
Coastal Bridge Advisors, LLC2,155$277K0.07%013F-HRTimeline
Texas Yale Capital Corp.2,137$275K0.01%+113F-HRTimeline
Milestone Asset Management Group, LLC2,130$274K0.24%13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,128$274K<0.01%013F-HRTimeline
Allred Capital Management, LLC2,128$274K0.11%013F-HRTimeline
Sterling Wealth Management, Inc.2,113$272K0.1%-67713F-HRTimeline
CoreCap Advisors, LLC2,106$271K0.01%-1,25113F-HRTimeline
AMERIFLEX GROUP, INC.2,042$270K0.12%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,098$270K0.06%-1913F-HRTimeline
Worth Financial Advisory Group, LLC2,089$269K0.17%-31013F-HRTimeline
Ledyard National Bank2,052$264K0.02%013F-HRTimeline
D'Orazio & Associates, Inc.2,051$264K0.04%013F-HRTimeline
United Asset Strategies, Inc.2,045$263K0.02%+113F-HRTimeline
Arcadia Wealth Management, Inc.2,040$262K0.22%13F-HRTimeline
RCS Financial Planning, LLC2,035$262K0.14%-1,28813F-HRTimeline
Integris Wealth Management, LLC2,028$261K0.07%new13F-HRTimeline
HEADINVEST, LLC2,022$260K0.05%+11313F-HRTimeline
COZAD ASSET MANAGEMENT INC2,022$260K0.02%+113F-HRTimeline
Horst & Graben Wealth Management LLC2,017$259K0.05%+13613F-HRTimeline
High Falls Advisors, Inc2,016$259K0.06%new13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,012$259K0.14%+20013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,010$259K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,001$257K0.01%-21513F-HRTimeline
Rathbones Group PLC2,000$257K<0.01%013F-HRTimeline
Proficio Capital Partners LLC2,000$257K0.02%013F-HR/ATimeline
WealthTrust Axiom LLC1,997$257K0.08%013F-HRTimeline
Crumly & Associates Inc.1,965$253K0.07%013F-HRTimeline
Argyle Capital Partners, LLC1,963$252K0.22%13F-HRTimeline
Plan A Wealth LLC1,947$250K0.23%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,939$249K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,938$249K0.02%-17313F-HRTimeline
Keebeck Wealth Management1,930$248K0.04%+8913F-HRTimeline
Cornerstone Wealth Management, LLC1,928$248K0.02%+513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.1,925$248K0.07%013F-HRTimeline
Praetorian Wealth Management, Inc.1,920$247K0.06%new13F-HRTimeline
McAdam, LLC1,915$246K0.01%-3013F-HRTimeline
McKinley Carter Wealth Services, Inc.1,912$246K0.02%-38013F-HRTimeline
Allen Capital Group, LLC1,899$244K0.03%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,905$244K0.11%+48113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV1,898$244K0.09%new13F-HRTimeline
Smith Salley Wealth Management1,892$243K0.02%013F-HRTimeline
LM Advisors LLC1,888$243K0.04%013F-HR/ATimeline
Richwood Investment Advisors, LLC1,886$243K0.2%013F-HRTimeline
Linscomb Wealth, Inc.1,884$242K0.01%+513F-HRTimeline
Two West Capital Advisors LLC1,884$242K0.21%-15913F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,875$241K0.26%13F-HRTimeline
Lantz Financial LLC1,865$240K0.06%-64613F-HRTimeline
Commonwealth Financial Services, LLC1,861$239K0.05%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,853$238K0.03%+313F-HRTimeline
Lantern Wealth Advisors, LLC1,851$238K0.15%new13F-HRTimeline
US FINANCIAL ADVISORS, LLC1,840$237K0.07%-6013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,839$237K<0.01%+1113F-HRTimelineGroup
Sensible Money, LLC1,838$236K0.1%013F-HRTimeline
Ayrshire Capital Management LLC1,837$236K0.12%+613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,817$234K0.04%+513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC1,817$234K0.15%013F-HRTimeline
Pinnacle Financial Group, LLC / IL1,810$233K0.09%+7413F-HRTimeline
Summit Financial Wealth Advisors, LLC1,761$232K0.05%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,800$232K0.01%013F-HRTimelineGroup
Bellwether Advisors, LLC1,797$231K0.04%-7713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,771$230K<0.01%013F-HRTimelineGroup
Key Financial Inc1,786$230K0.05%-11913F-HRTimeline
Birchcreek Wealth Management, LLC1,784$229K0.14%-4813F-HRTimeline
Convergence Financial, LLC1,784$229K0.05%new13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,783$229K0.17%013F-HRTimeline
TRUST POINT INC.1,780$229K0.02%013F-HRTimeline
Heritage Investment Group, Inc.1,773$228K0.04%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,773$228K0.11%new13F-HRTimelineGroup
PATTEN & PATTEN INC/TN1,769$228K0.02%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,768$227K<0.01%+5913F-HRTimelineGroup
G&S Capital LLC1,763$227K0.09%013F-HRTimeline
Morton Brown Family Wealth, LLC1,755$226K0.08%+1,75113F-HRTimeline
Wealth Management Partners, LLC1,752$225K0.1%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,739$224K0.22%13F-HRTimeline