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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,612 managers (1,631 13F filers) reported a position in ITOT shares at 2026-03-31, 361,645,579 shares in all. 91 filers opened a position and 103 filers sold out during the quarter.

Managers
1,612
13F filers
1,631
New
91
Added
619
Reduced
535
Sold out
103
Shares held by filers
361,645,579

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
McNaughton Wealth Management, LLC3,801$541K0.22%+19013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,800$541K<0.01%013F-HRTimelineGroup
LAWOOD & CO3,795$541K0.5%+1,05913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,790$540K0.03%-59613F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC3,776$538K0.05%013F-HRTimelineGroup
Cordant, Inc.3,775$538K0.22%-1513F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.3,773$537K0.07%-4313F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,747$534K0.02%-54213F-HRTimeline
Solidarity Wealth, LLC3,747$534K0.1%013F-HRTimeline
Comprehensive Financial Planning, Inc./…3,744$533K0.37%+913F-HRTimeline
Strategies Wealth Advisors, LLC3,744$533K0.05%-12513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,738$532K0.01%-7213F-HRTimelineGroup
Strait & Sound Wealth Management LLC3,727$531K0.2%-63213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,712$529K<0.01%013F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC3,701$527K0.07%+1,98513F-HRTimeline
CULBERTSON A N & CO INC3,695$526K0.07%013F-HRTimeline
NTV Asset Management LLC3,694$526K0.06%013F-HRTimeline
Trinity Financial Advisors LLC3,682$524K0.15%+813F-HRTimeline
Ayrshire Capital Management LLC3,681$524K0.27%+41913F-HRTimeline
KKM Financial LLC3,510$522K0.09%013F-HRTimeline
North Ridge Wealth Advisors, Inc.3,638$518K0.29%013F-HRTimeline
Avid Wealth Partners LLC3,630$517K0.24%new13F-HRTimeline
Capital Investment Advisory Services, L…3,625$516K0.04%-213F-HRTimeline
JMG Financial Group, Ltd.3,608$514K0.01%+1,23213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,576$514K<0.01%-135,23313F-HRTimelineGroup
Piedmont Capital Management, LLC/NC3,591$511K0.34%013F-HRTimeline
LPWM LLC3,589$511K0.13%+413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.3,586$511K0.18%-24213F-HRTimeline
CoreCap Advisors, LLC3,579$510K0.02%+913F-HRTimeline
Fragasso Financial Advisors Inc3,501$505K0.03%-17913F-HRTimeline
Financial Freedom, LLC3,523$502K0.25%013F-HRTimeline
PINNACLE ASSOCIATES LTD3,513$500K0.01%-1413F-HRTimeline
Main Street Financial Solutions, LLC3,502$499K0.04%+913F-HRTimeline
YANKCOM Partnership3,500$499K0.2%013F-HRTimeline
Latitude Advisors, LLC3,497$498K0.23%+12213F-HRTimeline
Crewe Advisors LLC3,480$496K0.04%+813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,471$494K0.01%013F-HRTimelineGroup
Busey Bank3,469$494K0.01%013F-HRTimeline
Onyx Bridge Wealth Group LLC3,468$494K0.05%+1213F-HRTimeline
Wealth Alliance Advisory Group, LLC3,425$488K0.08%013F-HRTimeline
Mission Creek Capital Partners, Inc.3,416$487K0.1%013F-HRTimeline
W.H. Cornerstone Investments Inc.3,409$486K0.3%-6413F-HRTimeline
Echo45 Advisors LLC3,409$486K0.27%-2013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,404$485K0.01%+1,20213F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,395$484K0.05%-1513F-HRTimeline
MKD WEALTH COACHES, LLC3,394$483K0.48%013F-HRTimeline
Salomon & Ludwin, LLC3,351$481K0.04%013F-HRTimeline
AF Advisors, Inc.3,379$481K0.27%013F-HRTimeline
Sunpointe, LLC3,359$478K0.16%+813F-HRTimeline
Integrity Advisory Solutions, LLC3,358$478K0.06%-1,50313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,357$478K0.02%-73013F-HRTimelineGroup
Principle Wealth Partners LLC3,336$475K0.03%+313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,333$475K0.03%+10013F-HRTimeline
TRB Wealth Management, LLC3,319$473K0.07%13F-HRTimeline
Level Financial Advisors3,316$472K0.12%+113F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.3,312$472K0.29%013F-HRTimeline
GUIDANCE CAPITAL, INC2,956$469K0.11%new13F-HRTimeline
National Wealth Management Group, LLC3,286$468K0.17%+3713F-HRTimeline
Opes Wealth Management LLC3,281$467K0.08%-63913F-HRTimeline
VICUS CAPITAL3,277$467K0.03%-1,20713F-HRTimeline
Inscription Capital, LLC3,249$463K0.05%+19213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.3,233$461K0.35%+413F-HRTimeline
Rockwood Wealth Management, LLC3,231$460K0.03%-1113F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,224$459K0.02%-5613F-HRTimeline
Hopwood Nicholas Hunter3,207$457K0.15%+1,02913F-HRTimeline
Atria Investments, Inc3,197$455K0.01%+30613F-HRTimeline
DIVERSIFIED TRUST CO3,193$455K0.01%013F-HRTimeline
Townsend Financial Planning, LLC3,177$452K0.44%+513F-HRTimeline
Bauman Advisory Group, LLC3,176$452K0.32%-5813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,156$449K0.01%+20513F-HRTimelineGroup
ONE Advisory Partners, LLC3,153$449K0.14%+1,11513F-HRTimeline
Powerhouse Assets LLC3,103$442K0.38%013F-HRTimeline
Avion Wealth3,107$442K0.09%013F-HRTimeline
Headlands Technologies LLC3,102$442K0.05%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,100$442K0.08%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,064$436K0.05%+5113F-HRTimeline
Simplicity Wealth,LLC3,056$435K0.02%+1,57513F-HRTimeline
Wellspring Financial Advisors, LLC3,051$435K0.03%+613F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,045$434K0.26%013F-HRTimeline
Warren Street Wealth Advisors, LLC3,043$433K0.11%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,030$432K+2,729Timeline
Marietta Wealth Management, LLC3,026$431K0.05%-56813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,018$430K0.01%+3813F-HRTimeline
Radnor Capital Management, LLC3,011$429K0.06%013F-HRTimeline
Williams Jones Wealth Management, LLC.2,975$424K0.01%-62513F-HRTimeline
EWA, LLC2,968$423K0.1%+40913F-HRTimeline
Haverford Trust Co2,962$422K<0.01%013F-HRTimeline
Live Oak Private Wealth LLC2,955$421K0.06%+613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,954$421K0.09%+33813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES2,954$421K0.16%013F-HRTimeline
PUREfi Wealth, LLC2,951$420K0.28%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,949$420K<0.01%+9913F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC2,944$419K0.03%013F-HRTimeline
Financial Symmetry Inc2,666$419K0.15%013F-HRTimeline
Integrated Wealth Management2,925$417K0.48%-75313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,913$415K0.07%-47213F-HRTimeline
Dunhill Financial, LLC2,911$415K0.1%-4113F-HRTimeline
Turn8 Private Wealth Inc.2,904$414K0.26%+69813F-HRTimeline
Great Waters Wealth Management2,900$413K0.04%+4613F-HRTimeline
Carbahal Olsen Financial Services Group…2,892$412K0.33%+4813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,881$410K0.04%013F-HRTimeline
McGuire Investment Group, LLC2,879$410K0.05%+31613F-HRTimeline
SELDON CAPITAL LP2,876$410K0.15%013F-HRTimeline
W ADVISORS, LLC2,876$410K0.21%-3,23113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,875$409K0.04%-1,13013F-HRTimeline
Woodward Financial Advisors, Inc.2,953$408K0.16%013F-HRTimeline
Carnegie Investment Counsel2,851$406K0.01%013F-HRTimeline
Miller Capital Partners, Inc.2,849$406K0.2%+413F-HRTimeline
OLIO Financial Planning2,847$405K0.11%-39013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,824$405K0.03%+13013F-HRTimeline
Heartwood Wealth Advisors LLC2,809$400K0.03%+4813F-HRTimeline
Alaethes Wealth, LLC2,805$400K0.12%013F-HRTimeline
Triad Wealth Partners, LLC2,773$395K0.03%new13F-HRTimeline
CADINHA & CO LLC2,772$395K0.07%013F-HRTimeline
Greenhouse Wealth Management, LLC2,770$395K0.24%new13F-HRTimeline
Capstone Wealth Management, LLC2,767$394K0.27%-2913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,761$393K<0.01%-9413F-HRTimelineGroup
Indiana Trust & Investment Management Co2,758$393K0.12%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.2,742$391K0.05%+613F-HRTimeline
Centurion Wealth Management LLC2,737$390K0.09%-9713F-HRTimeline
DecisionMap Wealth Management, LLC2,736$390K0.25%+29313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,727$388K0.01%-3613F-HR/ATimelineGroup
PCM Encore, LLC2,724$388K0.08%+35613F-HRTimeline
Darden Wealth Group Inc2,722$388K0.2%-5013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,700$385K0.05%-14713F-HRTimeline
Sincerus Advisory, LLC2,699$384K0.29%+113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,694$384K0.03%+113F-HRTimeline
Old Mission Investment Co LLC2,693$384K0.09%+21213F-HRTimeline
BAM Wealth Management, LLC2,683$382K0.29%-1,77213F-HRTimeline
Cauble & Harre Wealth Management, Inc.2,360$380K0.3%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,651$378K0.08%+31613F-HRTimeline
Efficient Advisors, LLC2,650$377K0.03%-14513F-HRTimeline
Aprio Wealth Management, LLC2,649$377K0.02%new13F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,646$377K0.18%+5313F-HRTimeline
Compton Financial Group, LLC2,645$377K0.08%013F-HRTimeline
Schiavi & Co LLC2,642$376K0.11%+97613F-HRTimeline
Oath Planning, LLC2,640$376K0.33%+2213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,639$376K0.16%013F-HRTimeline
Five Oceans Advisors2,623$374K0.14%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC2,623$374K0.08%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,609$372K0.06%+5913F-HRTimeline
Douglass Winthrop Advisors, LLC2,605$371K0.01%-39013F-HRTimeline
Qube Research & Technologies Ltd2,605$371K<0.01%-2,08113F-HRTimeline
Integris Wealth Management, LLC2,604$371K0.09%013F-HRTimeline
InTrack Investment Management Inc2,600$370K0.21%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Shira Ridge Wealth Management2,598$370K0.15%-3513F-HRTimeline
DAVIDSON TRUST CO2,593$369K0.16%new13F-HRTimeline
Shepherd Financial Partners LLC2,590$369K0.03%+14013F-HRTimeline
Northstar Group, Inc.2,588$369K0.05%+6813F-HRTimeline
Team Hewins, LLC2,583$368K0.11%-54713F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,571$366K0.24%+1,14213F-HRTimeline
Aureus Asset Management, LLC2,562$365K0.02%013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,557$364K0.01%-2,03713F-HRTimeline
Capital Asset Managemnet, LLC2,540$362K0.41%+613F-HRTimeline
ENTRUST FINANCIAL LLC2,538$361K0.25%-19913F-HRTimeline
MJP ASSOCIATES INC /ADV2,537$361K0.04%+29413F-HRTimeline
Selective Wealth Management, Inc.2,316$360K0.11%+17013F-HRTimeline
LANARK FINANCIAL, INC.2,529$360K0.03%+20113F-HRTimeline
PENN DAVIS MCFARLAND INC2,500$356K0.03%013F-HRTimeline
Ascent Wealth Partners, LLC2,493$355K0.04%013F-HRTimeline
Carter Financial Group, INC.2,483$354K0.22%+613F-HRTimeline
Sound View Wealth Advisors Group, LLC2,482$353K0.02%+4813F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,475$353K0.07%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,475$352K0.1%+313F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC2,474$352K0.05%013F-HRTimeline
Cedarwood Wealth LLC2,471$352K0.36%-3013F-HRTimeline
PFW Advisors LLC2,465$351K0.11%013F-HRTimeline
CWA Asset Management Group, LLC2,463$351K0.01%+1213F-HRTimeline
Vestmark Advisory Solutions, Inc.2,462$351K<0.01%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,459$350K0.03%-41513F-HRTimeline
First Fiduciary Investment Counsel, Inc.2,447$349K0.07%+2613F-HRTimeline
HT Partners LLC2,450$349K0.11%-813F-HRTimeline
Castle Rock Wealth Management, LLC2,422$348K0.08%+513F-HRTimeline
Hardin Capital Partners, LLC2,431$346K0.16%-413F-HRTimeline
Gutierrez Wealth Advisory, LLC2,424$345K0.21%+613F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC2,416$344K0.12%-13713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,412$344K0.02%013F-HRTimeline
A4 Wealth Advisors LLC2,409$343K0.29%new13F-HRTimeline
ARS Investment Partners, LLC2,409$343K0.02%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,407$343K0.07%-1413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,400$342K0.05%-2,40013F-HRTimeline
Ruggaard & Associates LLC2,400$342K0.14%-1,01013F-HRTimeline
Nadler Financial Group, Inc.2,372$338K0.03%new13F-HRTimeline
Principia Wealth Advisory, LLC2,371$338K0.19%-7113F-HRTimeline
CRA Financial Services, LLC2,367$337K0.04%-913F-HRTimeline
Garde Capital, Inc.2,365$337K0.02%013F-HRTimeline
Sensible Money, LLC2,361$336K0.1%+1913F-HRTimeline
KINTRA WEALTH, LLC2,358$336K0.02%new13F-HRTimeline
WEALTHGARDEN F.S. LLC2,354$335K0.23%+50513F-HRTimeline
APPLETON PARTNERS INC/MA2,354$335K0.02%-25713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,350$335K0.12%013F-HRTimeline
180 WEALTH ADVISORS, LLC2,345$334K0.04%-213F-HRTimeline
MITCHELL SINKLER & STARR/PA2,345$334K0.15%013F-HRTimeline
BARRETT & COMPANY, INC.2,341$333K0.11%-15413F-HRTimeline
Occidental Asset Management, LLC2,321$331K0.04%+18513F-HRTimeline
Continuum Advisory, LLC2,318$330K0.03%-8913F-HRTimeline
Tidemark, LLC2,300$328K0.08%013F-HRTimeline
Cranbrook Wealth Management, LLC2,298$327K0.07%+7013F-HRTimeline
CV Advisors LLC2,290$326K0.09%+513F-HRTimeline
Everstar Asset Management, LLC2,288$326K0.17%+6613F-HRTimeline