ITOT ISHARES TR

SHS (fund)

1,700 managers (1,720 13F filers) reported a position in ITOT shares at 2026-06-30, 374,297,698 shares in all. 148 filers opened a position and 53 filers sold out during the quarter.

Managers: 1,700
13F filers: 1,720
New: 148
Added: 602
Reduced: 579
Sold out: 53
Shares held by filers: 374,297,698

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Perennial Investment Advisors, LLC	2,326	$382K	0.03%	+612	13F-HR Timeline
LM Advisors LLC	2,328	$382K	0.04%	+1,996	13F-HR Timeline
Occidental Asset Management, LLC	2,321	$381K	0.04%	0	13F-HR Timeline
Parcion Private Wealth LLC	2,308	$379K	0.02%	new	13F-HR Timeline
Selective Wealth Management, Inc.	2,317	$378K	0.1%	+1	13F-HR Timeline
ELEMENT POINTE ADVISORS, LLC	2,295	$377K	0.06%	-180	13F-HR Timeline
CV Advisors LLC	2,294	$377K	0.07%	+4	13F-HR Timeline
MYECFO, LLC	2,293	$377K	0.14%	+263	13F-HR Timeline
Cranbrook Wealth Management, LLC	2,282	$375K	0.07%	-16	13F-HR Timeline
Crew Capital Management, Ltd	2,278	$374K	0.2%	0	13F-HR Timeline
Williams Jones Wealth Management, LLC.	2,275	$374K	<0.01%	-700	13F-HR Timeline
CONSCIOUS WEALTH INVESTMENTS, LLC	2,277	$374K	0.19%	new	13F-HR Timeline
Donalies Financial Planning, LLC	2,271	$373K	0.27%	+9	13F-HR Timeline
WealthSpring Partners, LLC	2,259	$371K	0.32%	+3	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	2,258	$371K	0.02%	0	13F-HR Timeline
SwitchPoint Financial Planning, LLC	2,250	$370K	0.21%	0	13F-HR Timeline
Heartland Bank & Trust Co	2,247	$369K	0.08%	0	13F-HR Timeline
HT Partners LLC	2,246	$369K	0.1%	-204	13F-HR Timeline
Wealth Quarterback LLC	2,242	$368K	0.11%	+490	13F-HR Timeline
Old North State Trust, LLC	2,237	$367K	0.19%	+703	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	2,234	$367K	0.03%	0	13F-HR Timeline
Trilogy Capital Inc.	2,232	$367K	0.01%	+719	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	2,232	$367K	0.04%	-3,242	13F-HR Timeline
Conservest Capital Advisors, Inc.	2,229	$366K	0.03%	new	13F-HR Timeline
ALTFEST L J & CO INC	2,225	$366K	0.04%	+6	13F-HR Timeline
Everstar Asset Management, LLC	2,222	$365K	0.18%	-66	13F-HR Timeline
CWA Asset Management Group, LLC	2,213	$364K	0.01%	-250	13F-HR Timeline
HEADINVEST, LLC	2,210	$363K	0.07%	0	13F-HR Timeline
Hardin Capital Partners, LLC	2,206	$363K	0.17%	-225	13F-HR Timeline
G&S Capital LLC	2,207	$363K	0.11%	0	13F-HR Timeline
PROFFITT & GOODSON INC	2,206	$362K	0.05%	-32	13F-HR Timeline
Grove Street Fiduciary, LLC	2,206	$362K	0.15%	0	13F-HR Timeline
TrustBankin group TrustBank	2,202	$362K	0.12%	0	13F-HR Timeline Group
Francis Financial, Inc.	2,199	$361K	0.06%	0	13F-HR Timeline
Tyche Wealth Partners LLC	2,185	$359K	0.05%	new	13F-HR Timeline
RKL Wealth Management LLC	2,171	$357K	0.03%	0	13F-HR Timeline
Johnson Financial Group, LLC	2,170	$356K	0.02%	+570	13F-HR Timeline
WFA of San Diego, LLC	2,080	$355K	0.29%	+240	13F-HR Timeline
Riverview Trust Co	2,154	$354K	0.42%	0	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	2,152	$354K	0.09%	new	13F-HR Timeline
Silver Grove Financial Group, Inc.	2,147	$353K	0.19%	+895	13F-HR Timeline
Texas Yale Capital Corp.	2,141	$352K	0.01%	0	13F-HR Timeline
Mason Investment Advisory Services, Inc.	2,138	$351K	0.01%	0	13F-HR Timeline
Mason & Associates Inc	2,127	$349K	0.06%	new	13F-HR Timeline
Indivisible Partners	2,106	$346K	0.02%	new	13F-HR Timeline
North Star Investment Management Corp.	2,099	$345K	0.02%	+1	13F-HR Timeline
Hibernia Wealth Partners, LLC	2,095	$344K	0.19%	-1,881	13F-HR Timeline
Jacksonville Wealth Management, LLC	2,083	$342K	0.19%	0	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	2,081	$342K	0.02%	0	13F-HR Timeline
SkyOak Wealth, LLC	2,079	$342K	0.06%	0	13F-HR Timeline
Continuum Advisory, LLC	2,073	$341K	0.03%	-245	13F-HR Timeline
Mission Creek Capital Partners, Inc.	2,066	$339K	0.06%	-1,350	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	2,082	$339K	0.05%	+1	13F-HR Timeline
Prairie Wealth Advisors, Inc.	0	$337K	0.08%	new	13F-HR TimelineAmount filed as zero, left out of ratios.
Basecamp Wealth Advisors LLC	2,048	$336K	0.06%	0	13F-HR Timeline
Daybright Advisory Services, Inc.	2,049	$335K	0.08%	-148	13F-HR Timeline
Lantz Financial LLC	2,040	$335K	0.06%	+132	13F-HR Timeline
Integrated Advisors Network LLC	2,033	$334K	0.02%	+192	13F-HR Timeline
GREENWOOD CAPITAL ASSOCIATES LLC	2,029	$333K	0.03%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	2,022	$332K	0.02%	+2	13F-HR Timeline
Baltimore-Washington Financial Advisors…	2,022	$332K	0.01%	-207	13F-HR Timeline
Lifestyle Asset Management, Inc.	2,015	$331K	0.09%	-1,918	13F-HR Timeline
TANDEM CAPITAL MANAGEMENT CORP /ADV	2,012	$331K	0.14%	0	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	2,010	$330K	0.04%	0	13F-HR Timeline
Arcadia Wealth Management, Inc.	2,008	$330K	0.16%	0	13F-HR Timeline
Coastal Bridge Advisors, LLC	2,005	$329K	0.02%	0	13F-HR Timeline
WealthCare Investment Partners, LLC	2,001	$329K	0.08%	+292	13F-HR Timeline
VILLERE ST DENIS J & CO LLC	2,000	$329K	0.04%	0	13F-HR Timeline
SVRN Asset Management, LLC	2,000	$329K	0.17%	new	13F-HR Timeline
Commonwealth Financial Services, LLC	1,989	$327K	0.04%	0	13F-HR Timeline
Triad Wealth Partners, LLC	1,965	$326K	0.02%	-808	13F-HR Timeline
WealthTrust Axiom LLC	1,985	$326K	0.07%	0	13F-HR Timeline
Argyle Capital Partners, LLC	1,983	$326K	0.21%	+33	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	1,981	$325K	0.02%	-34	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	1,977	$325K	0.05%	-35	13F-HR Timeline Group
Allen Capital Group, LLC	1,977	$325K	0.03%	0	13F-HR Timeline
GARRISON POINT ADVISORS, LLC	1,973	$324K	0.13%	-134	13F-HR Timeline
Smith Salley Wealth Management	1,966	$323K	0.01%	0	13F-HR Timeline
Crumly & Associates Inc.	1,965	$323K	0.06%	0	13F-HR Timeline
Next Level Wealth Planning, LLC	1,955	$321K	0.14%	+1	13F-HR Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1,948	$320K	0.02%	+66	13F-HR Timeline
Turn8 Private Wealth Inc.	1,928	$317K	0.21%	-976	13F-HR Timeline
Key Financial Inc	1,913	$314K	0.05%	0	13F-HR Timeline
Westchester Capital Management, Inc.	1,912	$314K	0.06%	0	13F-HR Timeline
Carmel Capital Partners, LLC	1,908	$313K	0.1%	0	13F-HR Timeline
Miller Financial Services LLC	1,906	$313K	0.25%	+3	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	1,905	$313K	0.08%	0	13F-HR Timeline
Axecap Investments, LLC	1,903	$313K	0.17%	new	13F-HR Timeline
Goelzer Investment Management, Inc.	1,898	$312K	0.01%	0	13F-HR Timeline
Edgestream Partners, L.P.	1,897	$312K	0.01%	-2,336	13F-HR Timeline
Beacon Capital Management, LLC	1,897	$312K	0.05%	+23	13F-HR Timeline
Eagle Strategies LLC	1,891	$311K	0.03%	-6	13F-HR Timeline
BURKE & HERBERT BANK & TRUST CO	1,875	$308K	0.08%	-345	13F-HR Timeline
Linscomb Wealth, Inc.	1,874	$308K	0.01%	-176	13F-HR Timeline
MW ADVISORY, LLC	1,873	$308K	0.12%		13F-HR Timeline
MidFirst Bank	1,863	$306K	0.02%	0	13F-HR Timeline
Centurion Wealth Management LLC	1,855	$305K	0.07%	-882	13F-HR Timeline
Passive Capital Management, LLC.	2,048	$305K	0.1%	0	13F-HR Timeline
WJ Financial Advisors LLC	1,847	$303K	0.22%	0	13F-HR Timeline
Stirlingshire Investments, Inc.	1,846	$303K	0.22%	new	13F-HR Timeline
Sowell Financial Services LLC	1,844	$303K	0.01%	+87	13F-HR Timeline
NOTTINGHAM ADVISORS, INC.	1,861	$303K	0.04%	-10	13F-HR Timeline
Vigil Wealth Management, LLC	1,843	$303K	0.22%	+5	13F-HR Timeline
Bell Bank	1,839	$302K	0.01%	+227	13F-HR Timeline
Randolph Co Inc	1,838	$302K	0.03%	new	13F-HR Timeline
DEFINED WEALTH MANAGEMENT, LLC	1,817	$298K	0.15%	0	13F-HR Timeline
Ignite Planners, LLC	1,813	$298K	0.04%	0	13F-HR Timeline
PLANNING DIRECTIONS INC	1,800	$296K	0.14%	+4	13F-HR Timeline
Rathbones Group PLC	1,800	$296K	<0.01%	0	13F-HR Timeline
BRIDGES INVESTMENT MANAGEMENT INC	1,785	$293K	<0.01%	new	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	1,780	$292K	0.09%	+2	13F-HR Timeline
Cornerstone Wealth Management, LLC	1,776	$292K	0.01%	-310	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	1,783	$292K	0.16%	0	13F-HR Timeline
Mayfair Advisory Group, LLC	1,800	$292K	0.09%	0	13F-HR Timeline
McDonough Capital Management, Inc	1,775	$292K	0.15%	0	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	1,773	$291K	0.09%	0	13F-HR Timeline Group
RCS Financial Planning, LLC	1,771	$291K	0.14%	-293	13F-HR Timeline
Opal Wealth Advisors, LLC	1,767	$290K	0.06%	+13	13F-HR Timeline
EFG International AGin group EFG International AG	1,765	$290K	0.01%	0	13F-HR Timeline Group
Summit Financial Wealth Advisors, LLC	1,761	$289K	0.04%	0	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	1,756	$289K	0.07%	+1	13F-HR Timeline
Allred Capital Management, LLC	1,753	$288K	0.09%	0	13F-HR Timeline
Wealth Management Partners, LLC	1,752	$288K	0.07%	0	13F-HR Timeline
BAILARD, INC.	1,750	$287K	0.01%	0	13F-HR Timeline
GatePass Capital, LLC	1,750	$287K	0.11%	+189	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	1,745	$287K	0.04%	+184	13F-HR Timeline
TRB Wealth Management, LLC	1,744	$286K	0.04%	-1,575	13F-HR Timeline
Nova R Wealth, Inc.	1,742	$286K	0.08%	+1	13F-HR Timeline
CLEAR WAVE WEALTH MANAGEMENT LLC	1,741	$286K	0.06%	0	13F-HR Timeline
Wrenne Financial Planning LLC	1,738	$286K	0.1%	0	13F-HR Timeline
McAdam, LLC	1,735	$285K	0.01%	0	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	1,729	$284K	<0.01%	0	13F-HR Timeline
Glassman Wealth Services	1,725	$283K	0.03%	0	13F-HR Timeline
Abundance Wealth Counselors	1,725	$283K	0.02%	new	13F-HR Timeline
Accel Wealth Management	1,725	$283K	0.06%	0	13F-HR Timeline
tru Independence LLC	1,718	$282K	0.12%	+1	13F-HR Timeline
McKinley Carter Wealth Services, Inc.	1,711	$281K	0.01%	0	13F-HR Timeline
Heritage Investment Group, Inc.	1,700	$279K	0.04%	0	13F-HR Timeline
Northern Capital Management, Inc.	1,696	$279K	0.12%	0	13F-HR/A Timeline
BostonPremier Wealth LLC	1,696	$279K	0.12%	+4	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	1,695	$278K	0.01%	-147	13F-HR Timeline
Center for Financial Planning, Inc.	1,690	$278K	0.03%	0	13F-HR Timeline
SCRATCH CAPITAL LLC	1,686	$277K	0.14%	-170	13F-HR Timeline
FIRETHORN WEALTH PARTNERS, LLC	1,683	$277K	0.09%	-13	13F-HR Timeline
Greenspring Advisors, LLC	1,681	$276K	0.02%	new	13F-HR Timeline
TRUST POINT INC.	1,680	$276K	0.02%	0	13F-HR Timeline
Sound Income Strategies, LLC	1,678	$276K	0.01%	-48	13F-HR Timeline
ETF Store, Inc.	1,677	$275K	0.23%	+4	13F-HR Timeline
Retirement Solution LLC	1,676	$275K	0.05%	+4	13F-HR Timeline
Cornerstone Wealth Group, LLC	1,667	$274K	0.02%	+20	13F-HR Timeline
Seven Springs Wealth Group, LLC	1,665	$273K	0.06%	-10	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	1,660	$273K	0.03%	new	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	1,658	$272K	0.07%	+146	13F-HR Timeline
SITTNER & NELSON, LLC	1,645	$270K	0.09%	0	13F-HR Timeline
Next Capital Management LLC	1,637	$269K	0.07%	new	13F-HR Timeline
Eaton Financial Holdings Company, LLC	1,635	$269K	0.07%	+5	13F-HR Timeline
YARGER WEALTH STRATEGIES, LLC	1,619	$268K	0.1%	0	13F-HR Timeline
Clarity Capital Advisors, LLC	1,630	$268K	0.11%	0	13F-HR Timeline
One Degree Advisors Inc	1,633	$267K	0.06%	new	13F-HR Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…	1,625	$267K	<0.01%	0	13F-HR Timeline Group
Pinnacle Bancorp, Inc.	1,624	$267K	0.07%	0	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	1,619	$266K	0.05%	-247	13F-HR Timeline
Maloon Powers Pitre Higgins & Dennehy, …	1,618	$266K	0.09%		13F-HR Timeline
Horizon Wealth Management, LLC	1,617	$266K	0.03%	-503	13F-HR Timeline
Legacy Edge Advisors, LLC	1,616	$265K	0.02%	0	13F-HR/A Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	1,615	$265K	0.01%	+2	13F-HR Timeline
Quotient Wealth Partners, LLC	1,614	$265K	0.01%	-332	13F-HR Timeline
NerdWallet Wealth Partners, LLC	1,613	$265K	0.09%	+136	13F-HR Timeline
Range Financial Group LLC	1,601	$263K	0.07%	+37	13F-HR Timeline
DIVERSIFIED MANAGEMENT INC	1,600	$263K	0.06%	0	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	1,600	$263K	0.04%	0	13F-HR Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	1,600	$263K	0.04%	0	13F-HR Timeline
Farringdon Capital, Ltd.	1,598	$263K	0.13%	new	13F-HR Timeline
Fortune Financial Group, Inc.	1,587	$261K	0.2%	0	13F-HR Timeline
Sterling Investment Counsel, LLC	1,586	$261K	0.06%	+56	13F-HR Timeline
Alpha Financial Advisors, LLC	1,577	$259K	0.07%	0	13F-HR Timeline
COFG Advisors, LLC	1,565	$257K	0.04%	+4	13F-HR Timeline
Equita Financial Network, Inc.	1,563	$257K	0.07%	0	13F-HR Timeline
Fairlight Advisors	1,550	$255K	0.21%		13F-HR Timeline
Global Financial Private Client, LLC	1,549	$254K	0.07%	0	13F-HR Timeline
Signal Advisors Wealth, LLC	1,547	$254K	0.01%	-12	13F-HR Timeline
Axis Wealth Partners, LLC	1,532	$252K	0.12%	-702	13F-HR Timeline
Measured Wealth Private Client Group, L…	1,529	$251K	0.06%	0	13F-HR Timeline
Waterfront Wealth Inc.	1,517	$251K	0.04%	0	13F-HR Timeline
Destination Wealth Management	1,528	$251K	0.01%	-100	13F-HR Timeline
4J Wealth Management LLC	1,525	$251K	0.12%	-139	13F-HR Timeline
Napier Financial, LLC	1,525	$251K	0.05%	0	13F-HR Timeline
Horizon Investment Services, LLC	1,513	$249K	0.07%	+10	13F-HR Timeline
Braeburn Wealth Management LLC	1,511	$248K	0.11%	-27	13F-HR Timeline
Worth Financial Advisory Group, LLC	1,509	$248K	0.1%	new	13F-HR Timeline
Lantern Wealth Advisors, LLC	1,505	$247K	0.11%	new	13F-HR Timeline
Anchor Investment Management, LLC	1,502	$247K	0.02%	-85	13F-HR Timeline
Disciplined Investments, LLC	1,501	$247K	0.08%	0	13F-HR/A Timeline
LCNB CORP	1,500	$246K	0.08%	0	13F-HR Timeline
Davis Wealth Advisors, LLC	1,500	$246K	0.19%	-585	13F-HR Timeline
WMS Group LLC	1,500	$246K	0.32%	0	13F-HR Timeline
Banque Transatlantique SAin group Banque Transatlantique SA	1,489	$245K	0.01%	new	13F-HR Timeline Group
Founders Financial Alliance, LLC	1,486	$244K	0.03%	-764	13F-HR Timeline
FIDELITY D & D BANCORP INC	1,482	$243K	0.08%	0	13F-HR Timeline
Griffith & Werner, Inc.	1,480	$243K	0.11%	0	13F-HR Timeline