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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,420 managers (1,433 13F filers) reported a position in ITOT shares at 2024-12-31, 303,506,269 shares in all. 94 filers opened a position and 47 filers sold out during the quarter.

Managers
1,420
13F filers
1,433
New
94
Added
470
Reduced
486
Sold out
47
Shares held by filers
303,506,269

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPWM LLC1,723$222K0.07%-213F-HRTimeline
BostonPremier Wealth LLC1,718$221K0.13%13F-HRTimeline
Baltimore-Washington Financial Advisors…1,711$220K0.01%new13F-HRTimeline
Wrenne Financial Planning LLC1,709$220K0.13%013F-HRTimeline
Range Financial Group LLC1,707$220K0.1%+8313F-HRTimeline
Northern Capital Management, Inc.1,696$218K0.13%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,695$218K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,693$218K0.08%+313F-HRTimeline
SCRATCH CAPITAL LLC1,686$217K0.26%13F-HRTimeline
POWER WEALTH MANAGEMENT LLC1,682$216K0.09%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,669$215K0.02%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,667$214K<0.01%013F-HRTimeline
Seven Springs Wealth Group, LLC1,665$214K0.08%013F-HRTimeline
Accel Wealth Management1,654$213K0.08%013F-HRTimeline
Retirement Solution LLC1,651$212K0.06%+613F-HRTimeline
ETF Store, Inc.1,649$212K0.26%+613F-HRTimeline
Elm3 Financial Group, LLC1,646$212K0.18%13F-HRTimeline
Delta Financial Group, Inc.1,644$211K0.05%new13F-HRTimeline
Flaharty Asset Management, LLC1,631$210K0.03%013F-HRTimeline
Laidlaw Wealth Management LLC1,627$209K0.09%new13F-HRTimeline
Edgestream Partners, L.P.1,620$208K0.01%-65713F-HRTimeline
Tudor Financial Inc.1,618$208K0.12%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.1,617$208K0.09%13F-HRTimeline
Clarity Capital Advisors, LLC1,617$208K0.14%+513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,615$208K0.01%new13F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,612$207K<0.01%-1,55613F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC1,602$206K0.08%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,600$206K0.04%new13F-HRTimeline
Magnus Financial Group LLC1,596$205K0.02%new13F-HRTimeline
Stonebridge Capital Advisors LLC1,596$205K0.02%new13F-HRTimeline
Kraft, Davis & Associates, LLC1,545$205K0.06%-26713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC1,583$204K0.03%new13F-HRTimeline
Alpha Financial Advisors, LLC1,577$203K0.09%new13F-HRTimeline
SITTNER & NELSON, LLC1,570$202K0.09%013F-HRTimeline
Strait & Sound Wealth Management LLC1,569$202K0.09%new13F-HRTimeline
Traynor Capital Management, Inc.1,567$202K0.02%new13F-HRTimeline
FAGAN ASSOCIATES, INC.1,565$201K0.03%new13F-HRTimeline
Maiden Cove Capital, LLC1,557$200K0.19%new13F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV1,556$200K0.12%new13F-HRTimeline
Kiely Wealth Advisory Group, Inc.1,495$199K0.13%013F-HRTimeline
Global Financial Private Client, LLC1,494$192K0.07%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,461$188K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,454$187K0.01%-5913F-HRTimeline
Running Point Capital Advisors, LLC1,424$183K0.06%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,389$179K0.07%013F-HRTimeline
Independence Bank of Kentucky1,331$171K0.03%013F-HRTimeline
ADIRONDACK TRUST CO1,312$169K0.06%013F-HRTimeline
FSA Wealth Management LLC1,288$166K0.07%-19813F-HRTimeline
Pinnacle Bancorp, Inc.1,271$163K0.05%013F-HRTimeline
SYM FINANCIAL Corp1,256$162K0.02%-14013F-HRTimeline
LRI Investments, LLC1,250$161K0.02%013F-HRTimeline
Redwood Park Advisors LLC1,189$153K0.13%13F-HRTimeline
West Financial Advisors, LLC1,175$151K0.03%013F-HRTimeline
Empowered Funds, LLC1,168$150K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.1,160$149K0.02%new13F-HRTimeline
Core Alternative Capital1,150$148K0.03%-10013F-HRTimeline
Decker Retirement Planning Inc.1,126$145K0.08%13F-HRTimeline
Perritt Capital Management Inc1,116$144K0.07%+413F-HRTimeline
Laurel Wealth Advisors LLC1,080$139K0.02%-28013F-HRTimeline
Atlantic Edge Private Wealth Management…1,079$139K0.04%013F-HRTimeline
Financial Perspectives, Inc1,053$135K0.05%+213F-HRTimeline
EASTERN BANK1,031$133K<0.01%+31313F-HRTimeline
Perkins Coie Trust Co1,020$131K0.03%013F-HRTimeline
PITTENGER & ANDERSON INC1,004$129K<0.01%013F-HRTimeline
North Star Investment Management Corp.997$128K0.01%013F-HRTimeline
Pacific Center for Financial Services985$127K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…965$124K0.01%-54613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB950$122K<0.01%013F-HRTimeline
Millstone Evans Group, LLC869$112K0.08%13F-HRTimeline
Bay Harbor Wealth Management, LLC853$110K0.04%-4713F-HRTimeline
McIlrath & Eck, LLC852$110K0.01%-4713F-HRTimeline
Compass Wealth Management LLC824$106K0.03%013F-HRTimeline
Your Advocates Ltd., LLP775$99.7K0.04%013F-HRTimeline
Spectrum Wealth Counsel, LLC774$99.6K0.01%+5113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp751$96.6K0.01%-9613F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…731$96.4K<0.01%-18013F-HRTimeline
First PREMIER Bank736$95K0.02%013F-HRTimeline
Coppell Advisory Solutions LLC731$94.3K0.01%+3013F-HRTimeline
Headlands Technologies LLC723$93K0.01%-66813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC716$92.1K0.01%+35913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…707$91K0.02%+37213F-HRTimeline
LEE DANNER & BASS INC700$90K0.01%new13F-HRTimeline
Operose Advisors LLC698$89.8K0.03%-9913F-HRTimeline
Federation des caisses Desjardins du Qu…675$86.8K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC654$84.4K0.07%+17713F-HRTimeline
Castleview Partners, LLC641$82.3K0.04%013F-HR/ATimeline
GPS Wealth Strategies Group, LLC636$81.8K0.01%-10813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV627$80.6K0.03%013F-HRTimeline
CNB Bank600$77.2K0.04%013F-HRTimeline
Rice Partnership, LLC587$75.5K0.01%013F-HRTimeline
Alexis Investment Partners, LLC578$74.3K0.04%13F-HRTimeline
FIRST FINANCIAL CORP /IN/573$73.7K0.03%new13F-HRTimeline
Financial Network Wealth Advisors LLC565$72.7K0.14%-16713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…554$71.3K<0.01%+47213F-HRTimelineGroup
Robbins Farley547$70.4K0.03%-9613F-HRTimeline
FLP Wealth Management, LLC534$68.7K0.18%13F-HRTimeline
GoalVest Advisory LLC530$68.2K0.02%-8013F-HRTimeline
Urban Financial Advisory Corp512$65.8K0.04%+113F-HRTimeline
Synergy Investment Management, LLC508$65.3K0.03%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC507$65.2K0.01%-1613F-HRTimeline
CBIZ Investment Advisory Services, LLC500$64.3K<0.01%013F-HRTimeline
Colony Family Offices, LLC499$64.2K0.02%013F-HRTimeline
Realta Investment Advisors491$63.9K0.03%-4,72113F-HRTimeline
Reyes Financial Architecture, Inc.495$63.7K0.05%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC490$63K0.01%+113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA485$62.4K<0.01%+16113F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC474$61K0.01%+1113F-HRTimelineGroup
SIMA Wealth Partners, LLC473$60.8K0.05%new13F-HRTimeline
PFS Partners, LLC472$60.8K0.03%+713F-HRTimeline
Orion Capital Management LLC469$60.3K0.03%new13F-HRTimeline
High Note Wealth, LLC464$59.7K0.02%new13F-HRTimeline
Copia Wealth Management450$57.9K0.06%13F-HRTimeline
Fairman Group, LLC443$57K0.05%+213F-HRTimeline
Breakwater Investment Management442$56.9K0.02%new13F-HR/ATimeline
NFSG Corp436$56.1K0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC432$55.6K<0.01%new13F-HRTimeline
Hurley Capital, LLC424$55.1K0.04%13F-HRTimeline
Addison Advisors LLC424$54.5K0.02%013F-HRTimeline
Evergreen Private Wealth LLC420$54K0.03%013F-HRTimeline
DecisionPoint Financial, LLC408$52.5K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC396$50.9K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC392$50.4K0.01%+22513F-HRTimeline
WINTRUST INVESTMENTS LLC395$50K0.04%+15213F-HRTimeline
Financial Connections Group, Inc.392$50K0.02%013F-HRTimeline
Hilltop National Bank367$47.2K0.01%013F-HRTimeline
CURIO WEALTH, LLC366$47.1K0.03%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC370$47K0.01%013F-HRTimeline
IAG Wealth Partners, LLC363$46.7K0.01%-11613F-HRTimeline
Vermillion & White Wealth Management Gr…344$44.3K0.03%+113F-HRTimeline
Crews Bank & Trust333$42.8K0.01%13F-HRTimeline
Raleigh Capital Management Inc.333$42.8K0.02%-5,85913F-HRTimeline
Smartleaf Asset Management LLC320$41.3K<0.01%+1013F-HRTimeline
Wells Financial Advisors INC320$41.2K0.06%new13F-HRTimeline
Integrity Financial Corp /WA308$39.6K0.02%013F-HRTimeline
Lowe Wealth Advisors, LLC281$36.1K0.02%013F-HRTimeline
WR Wealth Planners, LLC280$36K0.01%-1,12913F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department272$35K0.01%13F-HRTimelineGroup
Kimelman & Baird, LLC269$34.6K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL267$34.3K0.01%+113F-HRTimeline
Cape Investment Advisory, Inc.266$34.3K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC265$34.1K0.02%13F-HRTimeline
Pflug Koory, LLC264$33.9K0.02%-12413F-HRTimeline
TRUST CO OF VERMONT263$33.8K<0.01%-4013F-HRTimeline
Park Square Financial Group, LLC259$33.3K0.02%13F-HRTimeline
Towne Trust Company, N.A250$32.2K0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners247$31.8K0.01%-1913F-HRTimelineGroup
Noble Wealth Management PBC227$29.2K0.02%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC225$28.9K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC224$28.8K0.01%-613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.209$26.9K0.01%013F-HRTimeline
Financial Life Planners202$26K0.02%13F-HRTimeline
Venturi Wealth Management, LLC200$25.7K<0.01%-5013F-HRTimeline
Promus Capital, LLC200$25.7K0.02%13F-HR/ATimeline
CVA Family Office, LLC196$25.2K<0.01%-2013F-HRTimeline
2UniFi Bank195$25.1K0.02%13F-HRTimeline
Fortitude Family Office, LLC191$24.5K0.01%+113F-HRTimeline
Knuff & Co LLC188$24.2K0.01%new13F-HRTimeline
MCF Advisors LLC175$22.5K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC173$22.3K0.01%-2513F-HRTimeline
Princeton Global Asset Management LLC169$21.7K<0.01%+113F-HRTimeline
Capital A Wealth Management, LLC163$21K0.03%13F-HRTimeline
Fairfield Financial Advisors, LTD162$20.8K0.01%-10013F-HRTimeline
NewSquare Capital LLC157$20.2K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC156$20.1K0.01%+913F-HRTimeline
Darwin Wealth Management, LLC154$19.9K0.01%013F-HR/ATimeline
MB, LEVIS & ASSOCIATES, LLC150$19.3K0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC150$19.3K0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.150$19.3K0.02%13F-HRTimeline
Stuart Chaussee & Associates, Inc.149$19.2K<0.01%013F-HRTimeline
PSI Advisors, LLC149$19.2K0.01%-32513F-HRTimeline
Robinswood Financial LLC140$18.1K0.01%013F-HRTimeline
Valued Wealth Advisors LLC139$17.9K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC127$16.3K<0.01%+12713F-HRTimelineGroup
Quent Capital, LLC123$15.8K<0.01%+113F-HRTimeline
Vermillion Wealth Management, Inc.119$15.3K0.01%13F-HRTimeline
Legacy Investment Solutions, LLC110$14.5K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…110$14.5K0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.112$14.4K<0.01%013F-HRTimeline
City State Bank112$14.4K0.01%013F-HRTimeline
Versant Capital Management, Inc111$14.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…108$13.9K<0.01%+6913F-HRTimelineGroup
Biltmore Family Office, LLC105$13.5K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV99$13K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.100$12.9K<0.01%013F-HRTimeline
Missouri Trust & Investment Co100$12.9K<0.01%013F-HRTimeline
Cardinal Strategic Wealth Guidance88$11.3K<0.01%new13F-HRTimeline
Transce3nd, LLC88$11.3K<0.01%13F-HRTimeline
Roxbury Financial LLC84$11.3K0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.81$10.4K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC79$10.2K<0.01%-213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC75$9.65K0.01%13F-HRTimeline
Davis Capital Management67$8.65K0.01%013F-HRTimeline
Legacies Wealth LLC66$8.49K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC63$8.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC54$7.06K<0.01%+113F-HRTimeline
Wood Tarver Financial Group, LLC55$7K<0.01%13F-HRTimeline
American Capital Advisory, LLC54$7K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC49$6.3K0.15%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.48$6.17K<0.01%013F-HRTimeline
LGT Financial Advisors LLC47$6.04K0.01%-613F-HRTimeline