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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,425 managers (1,436 13F filers) reported a position in ITOT shares at 2025-03-31, 312,672,818 shares in all. 88 filers opened a position and 76 filers sold out during the quarter.

Managers
1,425
13F filers
1,436
New
88
Added
554
Reduced
489
Sold out
76
Shares held by filers
312,672,818

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Gateway Wealth Partners, LLC2,988$365K0.08%+21413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,980$364K0.01%-12213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC2,979$363K0.38%+213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,973$363K0.17%-27013F-HRTimeline
Woodward Financial Advisors, Inc.2,953$360K0.17%013F-HRTimeline
WHITTIER TRUST CO2,947$360K0.01%-11413F-HRTimeline
William Howard & Co Financial Advisors …2,945$359K0.34%-11213F-HRTimeline
Smith Salley Wealth Management2,933$358K0.02%+1,04113F-HRTimeline
PLANNING DIRECTIONS INC2,906$355K0.15%-15813F-HRTimeline
Great Waters Wealth Management2,898$354K0.05%013F-HRTimeline
Capasso Planning Partners LLC2,896$353K0.15%+36013F-HRTimeline
APPLETON PARTNERS INC/MA2,891$353K0.03%new13F-HRTimeline
Centurion Wealth Management LLC2,732$351K0.11%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,878$351K0.08%013F-HRTimelineGroup
SELDON CAPITAL LP2,876$351K0.22%013F-HRTimeline
Sabal Trust CO2,864$349K0.02%013F-HRTimeline
Ellsworth Advisors, LLC2,859$349K0.09%013F-HRTimeline
Darden Wealth Group Inc2,859$349K0.27%-7013F-HRTimeline
Fisher Asset Management, LLC2,848$348K<0.01%+66513F-HRTimeline
Kathleen S. Wright Associates Inc.2,840$347K0.14%013F-HRTimeline
L. Roy Papp & Associates, LLP2,823$344K0.04%-513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,819$344K<0.01%+69113F-HRTimeline
Sunpointe, LLC2,818$344K0.18%+813F-HRTimeline
Goelzer Investment Management, Inc.2,808$343K0.02%-16313F-HR/ATimeline
Alaethes Wealth, LLC2,805$342K0.13%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,798$341K0.05%new13F-HRTimeline
Shira Ridge Wealth Management2,785$340K0.17%-313F-HRTimeline
DIVERSIFIED TRUST CO2,771$338K0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC2,761$337K0.04%-24213F-HRTimeline
KINTRA WEALTH, LLC2,760$337K0.23%013F-HRTimeline
Indiana Trust & Investment Management Co2,758$337K0.12%013F-HRTimeline
Tradewinds, LLC.2,741$334K0.09%+213F-HRTimeline
Efficient Advisors, LLC2,741$334K0.02%-31713F-HR/ATimeline
CADINHA & CO LLC2,731$333K0.07%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,727$333K0.04%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.2,712$331K0.05%+813F-HRTimeline
Patriot Financial Group Insurance Agenc…2,701$330K0.04%new13F-HRTimeline
PFW Advisors LLC2,699$329K0.1%013F-HRTimeline
DecisionMap Wealth Management, LLC2,697$329K0.25%-4013F-HRTimeline
Sincerus Advisory, LLC2,692$329K0.35%+113F-HRTimeline
AlphaCore Capital LLC2,684$327K0.03%new13F-HRTimeline
Smith Anglin Financial, LLC2,682$327K0.03%+2313F-HRTimeline
PROFFITT & GOODSON INC2,680$327K0.05%+513F-HRTimeline
180 WEALTH ADVISORS, LLC2,678$327K0.05%-15413F-HRTimeline
McGuire Investment Group, LLC2,666$325K0.05%+2313F-HRTimeline
Fragasso Financial Advisors Inc2,664$325K0.02%-15413F-HRTimeline
Long Run Wealth Advisors, LLC2,654$324K0.07%-11113F-HRTimeline
Compton Financial Group, LLC2,645$323K0.09%013F-HRTimeline
Haverford Trust Co2,642$322K<0.01%-1813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,639$322K0.25%013F-HRTimeline
Hardin Capital Partners, LLC2,639$322K0.2%-20513F-HRTimeline
WESBANCO BANK INC2,629$321K0.01%+11713F-HRTimeline
Headland Capital, LLC2,623$320K0.11%+313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,902$319K0.07%+3913F-HRTimeline
Douglass Winthrop Advisors, LLC2,605$318K0.01%013F-HRTimeline
Breakwater Capital Group2,600$317K0.06%new13F-HRTimeline
InTrack Investment Management Inc2,600$317K0.29%013F-HRTimeline
HT Partners LLC2,586$316K0.11%+4113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,581$315K0.09%+6013F-HRTimeline
Team Hewins, LLC2,580$315K0.12%013F-HR/ATimeline
Old Mission Investment Co LLC2,570$314K0.09%-42913F-HRTimeline
DAVENPORT & Co LLC2,569$313K<0.01%-53613F-HRTimeline
GPS Wealth Strategies Group, LLC2,567$313K0.04%+1,93113F-HRTimeline
Signal Advisors Wealth, LLC2,540$310K0.03%-4,71113F-HRTimeline
Principia Wealth Advisory, LLC2,610$309K0.3%013F-HRTimeline
CRA Financial Services, LLC2,529$309K0.05%-33513F-HRTimeline
RCS Financial Planning, LLC2,517$307K0.16%+48213F-HRTimeline
Shorepoint Capital Partners LLC2,513$307K0.07%+713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,507$306K0.14%-1,19713F-HRTimeline
BARRETT & COMPANY, INC.2,506$306K0.13%+213F-HRTimeline
PENN DAVIS MCFARLAND INC2,500$305K0.04%013F-HRTimeline
VILLERE ST DENIS J & CO LLC2,500$305K0.03%-2,01713F-HRTimeline
Ascent Wealth Partners, LLC2,493$304K0.04%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,492$304K0.07%+39413F-HRTimeline
Mason Investment Advisory Services, Inc.2,491$304K0.02%+25513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,490$304K0.1%+413F-HRTimeline
Frisch Financial Group, Inc.2,480$303K0.09%013F-HRTimeline
Sharkey, Howes & Javer2,483$303K0.04%013F-HRTimeline
Traveka Wealth, LLC2,474$302K0.17%+8913F-HRTimeline
My Legacy Advisors, LLC2,454$299K0.12%new13F-HRTimeline
Shepherd Financial Partners LLC2,450$299K0.04%013F-HRTimeline
Keebeck Wealth Management2,448$299K0.04%+51813F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,448$299K0.04%new13F-HRTimeline
Sound Income Strategies, LLC2,430$297K0.02%+97613F-HRTimeline
Gutierrez Wealth Advisory, LLC2,412$294K0.24%+2813F-HRTimeline
JDH Wealth Management, LLC2,404$293K0.25%-18713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,403$293K0.03%-33513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,400$293K0.05%13F-HRTimeline
BAILARD, INC.2,390$292K0.01%013F-HRTimeline
Confluence Wealth Services, Inc.2,489$291K0.02%+313F-HRTimeline
Castle Rock Wealth Management, LLC2,374$290K0.08%+713F-HRTimeline
JMG Financial Group, Ltd.2,376$290K0.01%013F-HRTimeline
Garde Capital, Inc.2,363$288K0.02%013F-HRTimeline
Onyx Bridge Wealth Group LLC2,352$287K0.04%+113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,350$287K0.15%013F-HRTimeline
MITCHELL SINKLER & STARR/PA2,345$286K0.08%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,342$286K<0.01%+50313F-HRTimelineGroup
Sensible Money, LLC2,342$286K0.12%+50413F-HRTimeline
Latitude Advisors, LLC2,334$285K0.17%+213F-HRTimeline
Principle Wealth Partners LLC2,330$284K0.02%+113F-HRTimeline
NovaPoint Capital, LLC2,327$284K0.09%013F-HRTimeline
Beacon Capital Management, LLC2,322$283K0.04%+613F-HRTimeline
OLD NATIONAL BANCORP /IN/2,320$283K0.01%new13F-HRTimeline
Tidemark, LLC2,300$281K0.1%013F-HRTimeline
Cranbrook Wealth Management, LLC2,298$280K0.07%+813F-HRTimeline
Crew Capital Management, Ltd2,278$278K0.23%013F-HRTimeline
Root Financial Partners, LLC2,253$278K0.03%-58213F-HRTimeline
Evernest Financial Advisors, LLC2,267$277K0.1%013F-HRTimeline
Coastal Bridge Advisors, LLC2,266$276K0.03%+11113F-HR/ATimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,258$275K0.02%013F-HRTimeline
RKL Wealth Management LLC2,252$275K0.03%013F-HRTimeline
1ST SOURCE BANK2,243$274K0.02%013F-HRTimeline
Glassman Wealth Services2,228$272K0.05%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,220$271K0.07%013F-HRTimeline
Semmax Financial Advisors Inc.2,193$270K0.07%013F-HRTimeline
Hibernia Wealth Partners, LLC2,215$270K0.19%-3013F-HRTimeline
Grove Street Fiduciary, LLC2,206$269K0.14%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,201$269K0.02%-35113F-HRTimeline
4J Wealth Management LLC2,197$268K0.21%-2813F-HRTimeline
ALTFEST L J & CO INC2,194$268K0.03%+613F-HRTimeline
Milestone Asset Management Group, LLC2,194$268K0.24%+6413F-HRTimeline
MJP ASSOCIATES INC /ADV2,190$267K0.05%+213F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,189$267K0.12%+28413F-HRTimeline
Griffith & Werner, Inc.2,186$267K0.17%+613F-HRTimeline
GARRISON POINT ADVISORS, LLC2,182$266K0.13%-51013F-HRTimeline
Clear Creek Financial Management, LLC2,177$266K0.03%-8,27213F-HRTimeline
Coyle Financial Counsel LLC2,174$265K0.08%new13F-HRTimeline
Foguth Wealth Management, LLC.2,173$265K0.06%-8,47513F-HRTimeline
LANARK FINANCIAL, INC.2,178$265K0.02%+2,17613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC2,189$265K0.1%-21513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,168$265K0.03%013F-HRTimeline
Founders Financial Alliance, LLC2,162$264K0.06%+113F-HRTimeline
Turn8 Private Wealth Inc.2,157$263K0.21%013F-HRTimeline
Texas Yale Capital Corp.2,155$263K0.01%+1813F-HRTimeline
Occidental Asset Management, LLC2,152$263K0.04%-5913F-HRTimeline
Petros Family Wealth, LLC2,148$262K0.29%-9013F-HRTimeline
Financial Symmetry Inc2,134$260K0.16%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,130$260K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC2,120$259K0.08%-5013F-HRTimeline
HEADINVEST, LLC2,119$259K0.05%+9713F-HRTimeline
Mayfair Advisory Group, LLC2,105$257K0.15%-75013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,104$257K0.04%-8,39013F-HRTimeline
Wealth Dimensions Group, Ltd.2,091$255K0.06%new13F-HRTimeline
Jacksonville Wealth Management, LLC2,083$254K0.25%new13F-HRTimeline
SURIENCE PRIVATE WEALTH LLC2,077$253K0.44%-77213F-HRTimeline
Raab & Moskowitz Asset Management LLC2,068$252K0.06%-17513F-HRTimeline
Ledyard National Bank2,052$250K0.02%013F-HRTimeline
Passive Capital Management, LLC.2,048$250K0.08%new13F-HRTimeline
Cassaday & Co Wealth Management LLC2,045$250K0.01%+4413F-HRTimeline
Ellevest, Inc.2,044$249K0.02%new13F-HRTimeline
Arcadia Wealth Management, Inc.2,040$249K0.19%013F-HRTimeline
Integris Wealth Management, LLC2,028$247K0.07%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,022$247K0.02%013F-HRTimeline
Quotient Wealth Partners, LLC2,022$247K0.01%-33813F-HRTimeline
GatePass Capital, LLC2,021$247K0.18%-82413F-HRTimeline
FC Advisory LLC2,020$247K0.08%-21013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,019$246K0.01%+913F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,012$245K0.14%013F-HRTimeline
Cornerstone Wealth Management, LLC2,008$245K0.02%+8013F-HRTimeline
Rathbones Group PLC2,000$244K<0.01%013F-HRTimeline
Proficio Capital Partners LLC2,000$244K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,985$242K0.01%+1,02013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…1,982$242K0.09%-1,36013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,979$241K0.01%-2,96313F-HRTimelineGroup
ORG Partners LLC1,970$241K0.06%-87,29913F-HRTimeline
Crumly & Associates Inc.1,965$240K0.07%013F-HRTimeline
Ausdal Financial Partners, Inc.1,961$239K0.02%-28,29613F-HRTimeline
Argyle Capital Partners, LLC1,961$239K0.21%-213F-HRTimeline
Worth Financial Advisory Group, LLC1,950$238K0.15%-13913F-HRTimeline
Rockwood Wealth Management, LLC1,943$237K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,941$237K0.02%+313F-HRTimeline
WealthTrust Axiom LLC1,937$236K0.07%-6013F-HRTimeline
Perennial Investment Advisors, LLC1,929$235K0.03%new13F-HRTimeline
Birchcreek Wealth Management, LLC1,909$233K0.15%+12513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV1,898$232K0.07%013F-HRTimeline
Allen Capital Group, LLC1,899$232K0.03%013F-HRTimeline
Ayrshire Capital Management LLC1,893$231K0.11%+5613F-HRTimeline
Linscomb Wealth, Inc.1,886$230K0.01%+213F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,886$230K0.04%-35113F-HRTimeline
LM Advisors LLC1,888$230K0.04%013F-HRTimeline
Simplicity Wealth,LLC1,882$230K0.02%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.1,877$229K0.01%-3513F-HRTimeline
Magnus Financial Group LLC1,869$228K0.02%+27313F-HRTimeline
Lantz Financial LLC1,865$228K0.06%013F-HRTimeline
FineMark National Bank & Trust1,864$227K0.01%new13F-HRTimeline
Commonwealth Financial Services, LLC1,861$227K0.05%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,854$226K0.03%+113F-HRTimeline
US FINANCIAL ADVISORS, LLC1,840$224K0.07%013F-HRTimeline
Range Financial Group LLC1,835$224K0.1%+12813F-HRTimeline
McDonough Capital Management, Inc1,829$223K0.15%-98013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC1,826$223K0.03%+24313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC1,817$222K0.15%013F-HRTimeline
Pinnacle Financial Group, LLC / IL1,812$221K0.08%+213F-HRTimeline
Davis Wealth Advisors, LLC1,809$221K0.25%new13F-HRTimeline
Carnegie Investment Counsel2,001$220K0.01%-75013F-HRTimeline
Sterling Investment Counsel, LLC1,802$220K0.08%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,798$219K0.09%-24413F-HRTimeline
Carbahal Olsen Financial Services Group…1,789$218K0.21%-1,15913F-HRTimeline
Key Financial Inc1,786$218K0.05%013F-HRTimeline
Two West Capital Advisors LLC1,878$218K0.18%-613F-HRTimeline