Skip to content
Disclosery

ITOT ISHARES TR

Follow

SHS (fund)

1,464 managers (1,476 13F filers) reported a position in ITOT shares at 2025-06-30, 317,475,139 shares in all. 121 filers opened a position and 73 filers sold out during the quarter.

Managers
1,464
13F filers
1,476
New
121
Added
558
Reduced
492
Sold out
73
Shares held by filers
317,475,139

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
VERUS CAPITAL PARTNERS, LLC3,287$444K0.04%013F-HR/ATimeline
Valtinson Bruner Financial Planning LLC3,268$441K0.14%-13513F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,265$441K0.03%013F-HRTimeline
McGuire Investment Group, LLC3,262$440K0.06%+59613F-HRTimeline
Gateway Wealth Partners, LLC3,245$438K0.08%+25713F-HRTimeline
Atria Investments, Inc3,230$436K0.01%new13F-HRTimeline
COMMONS CAPITAL, LLC3,227$436K0.33%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,209$433K0.01%+1013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,208$433K<0.01%-29613F-HRTimelineGroup
WEALTH ALLIANCE, LLC3,194$431K0.05%-40213F-HRTimeline
RETIREMENT CAPITAL STRATEGIES3,184$430K0.17%-37,61713F-HRTimeline
Inscription Capital, LLC3,169$428K0.06%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC3,156$426K0.16%-54013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,144$425K<0.01%+213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,134$423K0.08%-12713F-HRTimeline
West Branch Capital LLC3,130$423K0.13%-4213F-HRTimeline
Avion Wealth3,107$419K0.1%013F-HR/ATimeline
CHILDRESS CAPITAL ADVISORS, LLC3,100$419K0.11%+10013F-HRTimeline
Radnor Capital Management, LLC3,082$416K0.07%013F-HRTimeline
Successful Portfolios LLC3,080$416K0.26%new13F-HRTimeline
Wealth Management Strategies, Inc.3,074$415K0.22%+913F-HRTimeline
Rothschild Wealth LLC3,064$414K0.1%-21513F-HRTimeline
Live Oak Private Wealth LLC3,055$413K0.06%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,046$411K0.01%+1,00113F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,045$411K0.23%013F-HRTimeline
Capstone Wealth Management, LLC3,039$410K0.36%-4,09913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,036$410K0.01%-913F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC3,034$410K0.03%+1813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,028$409K0.06%-7113F-HRTimeline
L. Roy Papp & Associates, LLP2,998$405K0.05%+17513F-HRTimeline
Douglass Winthrop Advisors, LLC2,995$404K0.01%+39013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,993$404K0.03%013F-HRTimeline
Farnam Financial LLC2,990$404K0.36%-57813F-HRTimeline
AMG National Trust Bank2,989$404K0.01%013F-HRTimeline
Haverford Trust Co2,987$403K<0.01%+34513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,983$403K0.04%-7713F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.2,982$403K0.17%+913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,980$402K0.01%013F-HRTimeline
Woodward Financial Advisors, Inc.2,953$399K0.16%013F-HRTimeline
Carbahal Olsen Financial Services Group…2,948$398K0.34%+1,15913F-HRTimeline
Smith Salley Wealth Management2,933$396K0.02%013F-HRTimeline
Mengis Capital Management, Inc.2,926$395K0.08%-28013F-HRTimeline
High Falls Advisors, Inc2,908$393K0.09%+1,17813F-HRTimeline
Carter Financial Group, INC.2,902$392K0.26%13F-HRTimeline
DIVERSIFIED TRUST CO2,883$389K0.01%+11213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,881$389K0.04%+15413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,880$389K<0.01%+6113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,878$389K0.08%013F-HRTimelineGroup
SELDON CAPITAL LP2,876$388K0.17%013F-HRTimeline
Darden Wealth Group Inc2,859$386K0.23%013F-HRTimeline
Five Oceans Advisors2,851$385K0.16%-1,12113F-HRTimeline
Carnegie Investment Counsel2,851$385K0.01%+85013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,847$384K0.05%+4913F-HRTimeline
Kathleen S. Wright Associates Inc.2,840$384K0.15%013F-HRTimeline
Edgestream Partners, L.P.2,832$382K0.01%new13F-HRTimeline
Sunpointe, LLC2,827$382K0.15%+913F-HRTimeline
Centurion Wealth Management LLC2,825$382K0.11%+9313F-HRTimeline
Great Waters Wealth Management2,812$380K0.05%-8613F-HRTimeline
Goelzer Investment Management, Inc.2,808$379K0.02%013F-HRTimeline
Alaethes Wealth, LLC2,805$379K0.11%013F-HRTimeline
Shira Ridge Wealth Management2,785$376K0.17%013F-HRTimeline
Sincerus Advisory, LLC2,694$375K0.35%+213F-HRTimeline
APPLETON PARTNERS INC/MA2,771$374K0.03%-12013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,765$373K<0.01%-75613F-HRTimelineGroup
Heartwood Wealth Advisors LLC2,761$373K0.04%013F-HRTimeline
Indiana Trust & Investment Management Co2,758$372K0.12%013F-HRTimeline
Everstar Asset Management, LLC2,736$369K0.23%-25613F-HRTimeline
CADINHA & CO LLC2,731$369K0.06%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.2,720$367K0.05%+813F-HRTimeline
PFW Advisors LLC2,699$364K0.11%013F-HRTimeline
DecisionMap Wealth Management, LLC2,698$364K0.25%+113F-HRTimeline
AlphaCore Capital LLC2,686$363K0.01%+213F-HRTimeline
RCS Financial Planning, LLC2,673$361K0.18%+15613F-HRTimeline
PROFFITT & GOODSON INC2,660$359K0.05%-2013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,656$359K<0.01%+1,04413F-HRTimelineGroup
Onyx Bridge Wealth Group LLC2,651$358K0.05%+29913F-HRTimeline
Compton Financial Group, LLC2,645$357K0.09%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,639$356K0.24%013F-HRTimeline
WorthPointe, LLC2,629$355K0.15%new13F-HRTimeline
Long Run Wealth Advisors, LLC2,616$353K0.07%-3813F-HRTimeline
Old Mission Investment Co LLC2,612$353K0.1%+4213F-HRTimeline
Hardin Capital Partners, LLC2,610$352K0.21%-2913F-HRTimeline
Efficient Advisors, LLC2,605$352K0.02%-13613F-HRTimeline
Patriot Financial Group Insurance Agenc…2,602$351K0.04%-9913F-HRTimeline
InTrack Investment Management Inc2,600$351K0.24%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,589$350K0.09%+813F-HRTimeline
HT Partners LLC2,586$349K0.11%013F-HRTimeline
Team Hewins, LLC2,580$348K0.13%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,569$347K0.04%+213F-HRTimeline
180 WEALTH ADVISORS, LLC2,565$346K0.05%-11313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,549$344K0.15%+4213F-HRTimeline
BSW Wealth Partners2,509$339K0.05%-60913F-HRTimeline
BARRETT & COMPANY, INC.2,508$339K0.13%+213F-HRTimeline
CRA Financial Services, LLC2,504$338K0.05%-2513F-HRTimeline
Principia Wealth Advisory, LLC2,502$338K0.29%-10813F-HRTimeline
Fragasso Financial Advisors Inc2,500$338K0.02%-16413F-HRTimeline
PENN DAVIS MCFARLAND INC2,500$338K0.04%013F-HRTimeline
VILLERE ST DENIS J & CO LLC2,500$338K0.03%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,494$337K0.09%+413F-HRTimeline
Ascent Wealth Partners, LLC2,493$337K0.04%013F-HRTimeline
Mason Investment Advisory Services, Inc.2,492$337K0.02%+113F-HRTimeline
Confluence Wealth Services, Inc.2,489$336K0.02%013F-HRTimeline
Frisch Financial Group, Inc.2,480$335K0.08%013F-HRTimeline
Traveka Wealth, LLC2,480$335K0.18%+613F-HRTimeline
Continuum Advisory, LLC2,476$334K0.04%-93413F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,451$331K0.04%+313F-HRTimeline
Shepherd Financial Partners LLC2,450$331K0.03%013F-HRTimeline
Castle Rock Wealth Management, LLC2,381$329K0.08%+713F-HRTimeline
Legacy Edge Advisors, LLC2,415$326K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,410$325K0.03%+713F-HRTimeline
ARS Investment Partners, LLC2,409$325K0.02%-42813F-HRTimeline
Gutierrez Wealth Advisory, LLC2,404$325K0.22%-813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,402$324K0.07%-9013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,400$324K0.06%013F-HRTimeline
First Fiduciary Investment Counsel, Inc.2,391$323K0.06%new13F-HRTimeline
BAILARD, INC.2,390$323K0.01%013F-HRTimeline
Coyle Financial Counsel LLC2,390$323K0.09%+21613F-HRTimeline
National Wealth Management Group, LLC2,390$323K0.18%new13F-HRTimeline
JMG Financial Group, Ltd.2,376$321K0.01%013F-HRTimeline
Garde Capital, Inc.2,365$319K0.02%+213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,350$317K0.15%013F-HRTimeline
MITCHELL SINKLER & STARR/PA2,345$317K0.15%013F-HRTimeline
Sensible Money, LLC2,342$316K0.12%013F-HRTimeline
DAVENPORT & Co LLC2,325$314K<0.01%-24413F-HRTimeline
Cranbrook Wealth Management, LLC2,325$314K0.07%+2713F-HRTimeline
Tidemark, LLC2,300$311K0.1%013F-HRTimeline
Semmax Financial Advisors Inc.2,227$310K0.08%+3413F-HRTimeline
My Legacy Advisors, LLC2,256$309K0.11%-19813F-HRTimeline
Crew Capital Management, Ltd2,278$308K0.22%013F-HRTimeline
Evernest Financial Advisors, LLC2,267$306K0.1%013F-HRTimeline
Coastal Bridge Advisors, LLC2,266$306K0.03%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,258$305K0.02%013F-HRTimeline
SwitchPoint Financial Planning, LLC2,250$304K0.25%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,234$302K0.04%new13F-HRTimeline
MJP ASSOCIATES INC /ADV2,225$300K0.04%+3513F-HRTimeline
Sovran Advisors, LLC2,211$300K0.03%+40913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,220$300K0.07%013F-HRTimeline
Signal Advisors Wealth, LLC2,217$299K0.02%-32313F-HRTimeline
Integris Wealth Management, LLC2,217$299K0.08%+18913F-HRTimeline
Grove Street Fiduciary, LLC2,206$298K0.14%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,201$297K0.02%013F-HRTimeline
ALTFEST L J & CO INC2,201$297K0.04%+713F-HRTimeline
ORG Partners LLC2,195$297K0.06%+22513F-HRTimeline
Axis Wealth Partners, LLC2,194$296K0.19%-1,40113F-HRTimeline
Sowell Financial Services LLC2,190$296K0.01%-5,33613F-HRTimeline
FineMark National Bank & Trust2,188$295K0.01%+32413F-HRTimeline
Birchcreek Wealth Management, LLC2,184$295K0.17%+27513F-HRTimeline
LANARK FINANCIAL, INC.2,178$294K0.02%013F-HRTimeline
Turn8 Private Wealth Inc.2,170$293K0.21%+1313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC2,169$293K0.1%-2013F-HRTimeline
RKL Wealth Management LLC2,169$293K0.03%-8313F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,168$293K0.04%013F-HRTimeline
CWA Asset Management Group, LLC2,167$293K0.01%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,158$291K0.01%+17913F-HRTimelineGroup
Texas Yale Capital Corp.2,155$291K0.01%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,153$291K0.02%new13F-HRTimeline
Occidental Asset Management, LLC2,136$288K0.04%-1613F-HRTimeline
Financial Symmetry Inc2,134$288K0.15%013F-HRTimeline
ONE Advisory Partners, LLC2,076$288K0.1%+41713F-HRTimeline
GARRISON POINT ADVISORS, LLC2,132$288K0.13%-5013F-HRTimeline
Rialto Wealth Management, LLC2,120$286K0.08%013F-HRTimeline
HEADINVEST, LLC2,119$286K0.06%013F-HRTimeline
Sterling Wealth Management, Inc.2,113$285K0.1%13F-HRTimeline
Quotient Wealth Partners, LLC2,109$285K0.01%+8713F-HRTimeline
Founders Financial Alliance, LLC2,107$285K0.06%-5513F-HRTimeline
Magnus Financial Group LLC2,102$284K0.02%+23313F-HRTimeline
Clear Creek Financial Management, LLC2,096$283K0.03%-8113F-HRTimeline
Jacksonville Wealth Management, LLC2,083$281K0.23%013F-HRTimeline
Wealth Dimensions Group, Ltd.2,080$281K0.06%-1113F-HRTimeline
SkyOak Wealth, LLC2,079$281K0.06%-1,01813F-HRTimeline
SURIENCE PRIVATE WEALTH LLC2,068$279K0.26%-913F-HRTimeline
New Century Financial Group, LLC2,061$278K0.33%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,029$278K0.05%-87313F-HRTimeline
Ledyard National Bank2,052$277K0.03%013F-HRTimeline
Passive Capital Management, LLC.2,048$276K0.09%013F-HRTimeline
Arcadia Wealth Management, Inc.2,040$275K0.19%013F-HRTimeline
Ignite Planners, LLC2,000$275K0.05%new13F-HR/ATimeline
COZAD ASSET MANAGEMENT INC2,023$273K0.02%+113F-HR/ATimeline
FC Advisory LLC2,022$273K0.08%+213F-HRTimeline
Raab & Moskowitz Asset Management LLC2,016$272K0.06%-5213F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,012$272K0.14%013F-HRTimeline
Rockwood Wealth Management, LLC2,010$271K0.02%+6713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,004$271K0.02%+6313F-HRTimeline
Rathbones Group PLC2,000$270K<0.01%013F-HRTimeline
Proficio Capital Partners LLC2,000$270K0.02%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,987$268K0.02%new13F-HRTimelineGroup
Ayrshire Capital Management LLC1,986$268K0.13%+9313F-HRTimeline
Crumly & Associates Inc.1,965$265K0.06%013F-HRTimeline
Argyle Capital Partners, LLC1,963$265K0.22%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,961$265K0.01%-2413F-HRTimelineGroup
SCRATCH CAPITAL LLC1,953$264K0.21%+26613F-HRTimeline
Two West Capital Advisors LLC1,891$263K0.17%+1313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,945$263K0.02%-7413F-HRTimeline
Commonwealth Financial Services, LLC1,940$262K0.05%+7913F-HRTimeline
WealthTrust Axiom LLC1,937$262K0.08%013F-HRTimeline
Cornerstone Wealth Management, LLC1,920$259K0.02%-8813F-HRTimeline
Key Financial Inc1,913$258K0.05%+12713F-HRTimeline
Root Financial Partners, LLC1,912$258K0.02%-34113F-HRTimeline
PLANNING DIRECTIONS INC1,911$258K0.15%-99513F-HRTimeline
4J Wealth Management LLC1,909$258K0.17%-28813F-HRTimeline