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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,509 managers (1,523 13F filers) reported a position in ITOT shares at 2025-09-30, 334,291,678 shares in all. 99 filers opened a position and 47 filers sold out during the quarter.

Managers
1,509
13F filers
1,523
New
99
Added
527
Reduced
539
Sold out
47
Shares held by filers
334,291,678

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Cambridge Financial Group, LLC3,336$486K0.16%+313F-HRTimeline
Aureus Asset Management, LLC3,323$484K0.03%013F-HRTimeline
Level Financial Advisors3,313$483K0.14%+213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,297$480K0.03%+3213F-HRTimeline
Total Wealth Planning, LLC3,296$480K0.06%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,288$479K0.04%+113F-HR/ATimeline
Valtinson Bruner Financial Planning LLC3,268$476K0.14%013F-HRTimeline
RW Investment Management LLC3,263$475K0.05%-4313F-HRTimeline
Dunhill Financial, LLC3,236$471K0.12%-6,10213F-HRTimeline
COMMONS CAPITAL, LLC3,220$469K0.31%-713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,205$467K<0.01%-313F-HRTimelineGroup
Rockwood Wealth Management, LLC3,199$466K0.04%+1,18913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES3,184$464K0.18%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,145$458K<0.01%+113F-HRTimeline
Team Hewins, LLC3,130$456K0.15%+55013F-HRTimeline
Inscription Capital, LLC3,126$455K0.05%-4313F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC3,107$453K0.15%-4913F-HRTimeline
Avion Wealth3,107$452K0.1%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,100$452K0.08%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC3,084$449K0.04%+63313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,082$449K0.08%-5213F-HRTimeline
Atria Investments, Inc3,073$448K0.01%-15713F-HRTimeline
Cassaday & Co Wealth Management LLC3,055$445K0.01%+913F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,045$444K0.24%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,036$442K0.01%013F-HRTimelineGroup
Wellspring Financial Advisors, LLC3,035$442K0.04%-32813F-HRTimeline
Radnor Capital Management, LLC3,011$439K0.07%-7113F-HRTimeline
L. Roy Papp & Associates, LLP2,998$437K0.05%013F-HRTimeline
Douglass Winthrop Advisors, LLC2,995$436K0.01%013F-HRTimeline
Farnam Financial LLC2,990$435K0.34%013F-HRTimeline
AMG National Trust Bank2,989$435K0.01%013F-HRTimeline
Haverford Trust Co2,987$435K<0.01%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,984$435K0.06%-4413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,980$434K0.01%013F-HRTimeline
Woodward Financial Advisors, Inc.2,953$430K0.16%013F-HRTimeline
Live Oak Private Wealth LLC2,949$430K0.06%-10613F-HRTimeline
Carbahal Olsen Financial Services Group…2,948$429K0.34%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,942$429K0.03%new13F-HRTimelineGroup
Mengis Capital Management, Inc.2,926$426K0.08%013F-HRTimeline
High Falls Advisors, Inc2,902$423K0.09%-613F-HRTimeline
HUB Investment Partners, LLC2,886$420K0.02%-1,00713F-HRTimeline
DIVERSIFIED TRUST CO2,883$420K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,881$420K0.04%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,878$419K0.07%013F-HRTimelineGroup
SELDON CAPITAL LP2,876$419K0.15%013F-HRTimeline
OLD MISSION CAPITAL LLC2,868$418K0.01%new13F-HRTimeline
Darden Wealth Group Inc2,859$416K0.22%013F-HRTimeline
Five Oceans Advisors2,851$415K0.15%013F-HRTimeline
Carnegie Investment Counsel2,851$415K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.2,840$414K0.15%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,839$414K0.05%-813F-HRTimeline
Sunpointe, LLC2,835$413K0.15%+813F-HRTimeline
Long Run Wealth Advisors, LLC2,832$412K0.08%+21613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,831$412K<0.01%+6613F-HR/ATimelineGroup
ZACKS INVESTMENT MANAGEMENT2,830$412K<0.01%-5013F-HRTimeline
Centurion Wealth Management LLC2,829$412K0.09%+413F-HRTimeline
Capstone Wealth Management, LLC2,829$412K0.32%-21013F-HRTimeline
Great Waters Wealth Management2,811$409K0.05%-113F-HRTimeline
Goelzer Investment Management, Inc.2,808$409K0.02%013F-HRTimeline
Alaethes Wealth, LLC2,805$409K0.12%013F-HRTimeline
Shira Ridge Wealth Management2,785$406K0.17%013F-HRTimeline
CADINHA & CO LLC2,772$404K0.05%+4113F-HRTimeline
Heartwood Wealth Advisors LLC2,761$402K0.04%013F-HRTimeline
Indiana Trust & Investment Management Co2,758$402K0.12%013F-HRTimeline
MJP ASSOCIATES INC /ADV2,745$400K0.05%+52013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.2,727$397K0.05%+713F-HRTimeline
McGuire Investment Group, LLC2,697$393K0.04%-56513F-HRTimeline
Sincerus Advisory, LLC2,696$393K0.34%+213F-HRTimeline
AlphaCore Capital LLC2,689$392K0.01%+313F-HRTimeline
Onyx Bridge Wealth Group LLC2,676$390K0.04%+2513F-HRTimeline
Financial Symmetry Inc2,666$388K0.17%+53213F-HRTimeline
APPLETON PARTNERS INC/MA2,661$388K0.03%-11013F-HRTimeline
NWK Group, Inc.2,654$387K0.13%new13F-HRTimeline
RCS Financial Planning, LLC2,649$386K0.17%-2413F-HRTimeline
Compton Financial Group, LLC2,645$385K0.09%013F-HRTimeline
Strategic Financial Concepts, LLC2,645$385K0.06%-4,67413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,639$384K0.21%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,613$381K0.09%-9,91213F-HRTimeline
Patriot Financial Group Insurance Agenc…2,607$380K0.05%+513F-HRTimeline
InTrack Investment Management Inc2,600$379K0.23%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,594$378K0.15%+4513F-HRTimeline
HT Partners LLC2,554$372K0.11%-3213F-HRTimeline
Shorepoint Capital Partners LLC2,528$368K0.07%13F-HRTimeline
DecisionMap Wealth Management, LLC2,520$367K0.24%-17813F-HRTimeline
BARRETT & COMPANY, INC.2,510$366K0.13%+213F-HRTimeline
BSW Wealth Partners2,509$365K0.05%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,502$364K0.04%-6713F-HRTimeline
PENN DAVIS MCFARLAND INC2,500$364K0.04%013F-HRTimeline
VILLERE ST DENIS J & CO LLC2,500$364K0.04%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,498$364K0.09%+413F-HRTimeline
Hardin Capital Partners, LLC2,495$363K0.19%-11513F-HRTimeline
Mason Investment Advisory Services, Inc.2,493$363K0.02%+113F-HRTimeline
Ascent Wealth Partners, LLC2,493$363K0.04%013F-HRTimeline
Confluence Wealth Services, Inc.2,489$363K0.02%013F-HRTimeline
Perennial Investment Advisors, LLC2,488$362K0.03%-89613F-HRTimeline
Frisch Financial Group, Inc.2,480$361K0.08%013F-HRTimeline
Principia Wealth Advisory, LLC2,478$361K0.26%-2413F-HRTimeline
Traynor Capital Management, Inc.2,475$360K0.02%+91513F-HRTimeline
Carter Financial Group, INC.2,469$360K0.22%-43313F-HRTimeline
PFW Advisors LLC2,465$359K0.11%-23413F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,464$359K0.09%+69613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,455$358K0.06%-13413F-HRTimeline
CRA Financial Services, LLC2,454$357K0.05%-5013F-HRTimeline
Shepherd Financial Partners LLC2,450$357K0.03%013F-HRTimeline
Old Mission Investment Co LLC2,447$356K0.09%-16513F-HRTimeline
Sound View Wealth Advisors Group, LLC2,434$355K0.02%-60013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,425$353K0.07%+2313F-HRTimeline
Johnson Financial Group, LLC2,424$353K0.03%new13F-HRTimeline
Traveka Wealth, LLC2,414$352K0.16%-6613F-HRTimeline
Gutierrez Wealth Advisory, LLC2,410$351K0.22%+613F-HRTimeline
ARS Investment Partners, LLC2,409$351K0.02%013F-HRTimeline
PROFFITT & GOODSON INC2,402$350K0.05%-25813F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,400$350K0.05%013F-HRTimeline
Castle Rock Wealth Management, LLC2,388$349K0.08%+713F-HRTimeline
BAILARD, INC.2,390$348K0.01%013F-HRTimeline
180 WEALTH ADVISORS, LLC2,390$348K0.04%-17513F-HRTimeline
tru Independence LLC2,389$348K0.09%new13F-HRTimeline
JMG Financial Group, Ltd.2,376$346K0.01%013F-HRTimeline
Continuum Advisory, LLC2,374$346K0.04%-10213F-HRTimeline
Garde Capital, Inc.2,365$344K0.02%013F-HRTimeline
BAM Wealth Management, LLC2,358$343K0.27%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,350$342K0.15%013F-HRTimeline
MITCHELL SINKLER & STARR/PA2,345$342K0.15%013F-HRTimeline
Sensible Money, LLC2,342$341K0.12%013F-HRTimeline
Root Financial Partners, LLC2,337$340K0.02%+42513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,334$340K0.01%+17613F-HRTimelineGroup
NovaPoint Capital, LLC2,327$339K0.08%new13F-HRTimeline
First Fiduciary Investment Counsel, Inc.2,323$338K0.07%-6813F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,315$337K0.17%+89413F-HRTimeline
Everstar Asset Management, LLC2,313$337K0.19%-42313F-HRTimeline
Tidemark, LLC2,300$335K0.1%013F-HRTimeline
ORG Partners LLC2,288$333K0.06%+9313F-HRTimeline
Johnson Wealth Management, LLC2,279$332K0.18%13F-HRTimeline
Crew Capital Management, Ltd2,278$332K0.22%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,258$329K0.02%013F-HRTimeline
DAVENPORT & Co LLC2,251$328K<0.01%-7413F-HRTimeline
SwitchPoint Financial Planning, LLC2,250$328K0.24%013F-HRTimeline
Efficient Advisors, LLC2,247$327K0.02%-35813F-HRTimeline
Birchcreek Wealth Management, LLC2,238$326K0.17%+5413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,234$325K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,410$325K0.03%013F-HRTimeline
Cranbrook Wealth Management, LLC2,228$325K0.07%-9713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,220$323K0.07%013F-HRTimeline
Integris Wealth Management, LLC2,217$323K0.08%013F-HRTimeline
Axis Wealth Partners, LLC2,210$322K0.19%+1613F-HRTimeline
ALTFEST L J & CO INC2,207$321K0.04%+613F-HRTimeline
G&S Capital LLC2,207$321K0.12%+44413F-HRTimeline
Grove Street Fiduciary, LLC2,206$321K0.15%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,201$321K0.02%013F-HRTimeline
Sowell Financial Services LLC2,200$320K0.01%+1013F-HRTimeline
Turn8 Private Wealth Inc.2,197$320K0.23%+2713F-HRTimeline
GRIES FINANCIAL LLC2,185$318K0.05%-19,91913F-HRTimeline
LANARK FINANCIAL, INC.2,178$317K0.02%013F-HRTimeline
HEADINVEST, LLC2,176$317K0.07%+5713F-HRTimeline
RKL Wealth Management LLC2,170$316K0.03%+113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC2,169$316K0.1%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,168$316K0.04%013F-HRTimeline
Texas Yale Capital Corp.2,155$314K0.01%013F-HRTimeline
Hibernia Wealth Partners, LLC2,142$312K0.2%-1,92713F-HRTimeline
Occidental Asset Management, LLC2,136$311K0.04%013F-HRTimeline
Coastal Bridge Advisors, LLC2,116$308K0.02%-15013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,114$308K0.02%-3913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,113$308K0.04%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC2,107$307K0.13%-2513F-HRTimeline
Ayrshire Capital Management LLC2,087$304K0.14%+10113F-HRTimeline
Jacksonville Wealth Management, LLC2,083$303K0.22%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,081$303K0.02%-91213F-HRTimeline
Wealth Dimensions Group, Ltd.2,080$303K0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,079$303K0.01%+11813F-HRTimelineGroup
SkyOak Wealth, LLC2,079$303K0.06%013F-HRTimeline
Magnus Financial Group LLC2,079$303K0.02%-2313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,061$300K<0.01%-2,15013F-HRTimeline
Rialto Wealth Management, LLC2,057$300K0.08%-6313F-HRTimeline
ONE Advisory Partners, LLC2,056$298K0.09%-2013F-HRTimeline
Passive Capital Management, LLC.2,048$298K0.1%013F-HRTimeline
Raab & Moskowitz Asset Management LLC2,045$298K0.07%+2913F-HRTimeline
Arcadia Wealth Management, Inc.2,040$297K0.18%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,013$296K0.05%-1613F-HRTimeline
Ledyard National Bank2,032$296K0.03%-2013F-HRTimeline
FC Advisory LLC2,028$295K0.09%+613F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,012$293K0.14%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,007$292K0.02%+313F-HRTimeline
COZAD ASSET MANAGEMENT INC2,007$292K0.02%-1613F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,004$292K0.05%+13813F-HRTimelineGroup
Rathbones Group PLC2,000$291K<0.01%013F-HRTimeline
Commonwealth Financial Services, LLC1,989$290K0.05%+4913F-HRTimeline
Disciplined Investments, LLC1,968$287K0.11%-1,47013F-HRTimeline
Linscomb Wealth, Inc.1,966$286K0.01%+8013F-HRTimeline
Smith Salley Wealth Management1,966$286K0.01%-96713F-HRTimeline
Crumly & Associates Inc.1,965$286K0.06%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,945$283K0.02%013F-HRTimeline
WealthTrust Axiom LLC1,937$282K0.08%013F-HRTimeline
Key Financial Inc1,913$280K0.05%013F-HRTimeline
Westchester Capital Management, Inc.1,912$278K0.06%new13F-HRTimeline
Latitude Advisors, LLC1,910$278K0.13%+1713F-HRTimeline
Allen Capital Group, LLC1,910$278K0.03%+4413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,909$278K0.02%-2,29813F-HRTimeline
4J Wealth Management LLC1,909$278K0.16%013F-HRTimeline
SCRATCH CAPITAL LLC1,902$277K0.18%-5113F-HRTimeline
Argyle Capital Partners, LLC1,901$277K0.2%-6213F-HRTimeline