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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,425 managers (1,436 13F filers) reported a position in ITOT shares at 2025-03-31, 312,672,818 shares in all. 88 filers opened a position and 76 filers sold out during the quarter.

Managers
1,425
13F filers
1,436
New
88
Added
554
Reduced
489
Sold out
76
Shares held by filers
312,672,818

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LIBERTY WEALTH MANAGEMENT LLC1,785$218K0.04%-3213F-HR/ATimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,771$218K<0.01%013F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.1,783$218K0.17%013F-HRTimeline
TRUST POINT INC.1,780$217K0.02%013F-HRTimeline
Heritage Investment Group, Inc.1,773$216K0.04%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,773$216K0.1%013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.1,769$216K0.08%+7613F-HRTimeline
PATTEN & PATTEN INC/TN1,769$216K0.01%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.1,768$216K0.06%-15713F-HRTimeline
G&S Capital LLC1,763$215K0.09%013F-HRTimeline
Summit Financial Wealth Advisors, LLC1,761$215K0.04%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,757$214K0.08%new13F-HRTimeline
Morton Brown Family Wealth, LLC1,756$214K0.07%+113F-HRTimeline
Wealth Management Partners, LLC1,752$214K0.1%013F-HRTimeline
NVWM, LLC1,735$212K0.06%-80213F-HRTimeline
High Falls Advisors, Inc1,730$211K0.05%-28613F-HRTimeline
BostonPremier Wealth LLC1,723$210K0.13%+513F-HRTimeline
Allred Capital Management, LLC1,716$209K0.08%-41213F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,707$208K0.15%-82213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,700$207K0.01%-10013F-HRTimelineGroup
Northern Capital Management, Inc.1,696$207K0.13%013F-HRTimeline
Sovran Advisors, LLC1,802$207K0.03%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,695$207K0.01%013F-HRTimeline
Curi Capital, LLC1,689$206K0.01%new13F-HRTimeline
SCRATCH CAPITAL LLC1,687$206K0.21%+113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,669$204K<0.01%-9913F-HRTimelineGroup
Seven Springs Wealth Group, LLC1,665$203K0.07%013F-HRTimeline
ONE Advisory Partners, LLC1,659$202K0.09%new13F-HRTimeline
Frederick Financial Consultants, LLC1,656$202K0.15%new13F-HRTimeline
Retirement Solution LLC1,655$202K0.06%+413F-HR/ATimeline
Accel Wealth Management1,654$202K0.07%013F-HRTimeline
ETF Store, Inc.1,654$202K0.25%+513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,653$202K0.1%new13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,651$201K0.21%-22413F-HRTimeline
SITTNER & NELSON, LLC1,645$201K0.09%+7513F-HRTimeline
Lifelong Wealth Advisors, Inc.1,644$201K0.09%+2713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,615$197K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,612$197K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,498$183K0.06%+22713F-HRTimeline
Global Financial Private Client, LLC1,494$182K0.07%013F-HRTimeline
Bellwether Advisors, LLC1,460$178K0.04%-33713F-HRTimeline
Quest 10 Wealth Builders, Inc.1,439$176K0.19%-30013F-HRTimeline
Keener Financial Planning LLC1,399$170K0.11%-4,43713F-HRTimeline
Independence Bank of Kentucky1,331$162K0.03%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,389$160K0.07%013F-HRTimeline
ADIRONDACK TRUST CO1,312$160K0.06%013F-HRTimeline
Millstone Evans Group, LLC1,305$159K0.11%+43613F-HRTimeline
Redwood Park Advisors LLC1,301$159K0.13%+11213F-HRTimeline
FSA Wealth Management LLC1,288$157K0.07%013F-HRTimeline
Perritt Capital Management Inc1,278$156K0.09%+16213F-HRTimeline
SYM FINANCIAL Corp1,256$153K0.02%013F-HRTimeline
LRI Investments, LLC1,250$153K0.01%013F-HRTimeline
Cohalo Advisory LLC1,220$149K10.99%new13F-HRTimeline
Flaharty Asset Management, LLC1,206$147K0.02%-42513F-HRTimeline
Wayfinding Financial, LLC1,208$147K0.06%new13F-HRTimeline
West Financial Advisors, LLC1,175$143K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,121$137K<0.01%+44613F-HRTimeline
Core Alternative Capital1,120$137K0.03%-3013F-HRTimeline
Laurel Wealth Advisors LLC1,080$132K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,079$132K0.04%013F-HRTimeline
Financial Perspectives, Inc1,054$129K0.04%+113F-HRTimeline
EASTERN BANK1,031$126K<0.01%013F-HRTimeline
Register Financial Advisors LLC1,028$125K0.07%+1,00213F-HRTimeline
Ashurst Perkins Coie Trust Co1,020$124K0.03%013F-HRTimeline
PITTENGER & ANDERSON INC1,004$122K<0.01%013F-HRTimeline
Avalon Trust Co1,000$122K0.01%-1,48313F-HRTimeline
3Chopt Investment Partners, LLC1,000$122K0.03%new13F-HRTimeline
North Star Investment Management Corp.997$122K0.01%013F-HRTimeline
Pacific Center for Financial Services985$120K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.959$117K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB950$116K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC920$112K0.04%+6713F-HRTimeline
Mowery & Schoenfeld Wealth Management, …896$109K0.21%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC858$105K<0.01%+73113F-HRTimelineGroup
Creekmur Asset Management LLC857$105K0.02%-1,41113F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.853$104K0.04%13F-HRTimeline
Center for Financial Planning, Inc.840$102K0.01%-32013F-HRTimeline
Smartleaf Asset Management LLC843$102K0.01%+52313F-HRTimeline
Frazier Financial Advisors, LLC829$101K0.08%+17513F-HRTimeline
Compass Wealth Management LLC824$101K0.03%013F-HRTimeline
Opal Wealth Advisors, LLC815$99.5K0.03%new13F-HRTimeline
Your Advocates Ltd., LLP775$94.6K0.04%013F-HRTimeline
Spectrum Wealth Counsel, LLC769$93.8K0.01%-513F-HRTimeline
LGT Financial Advisors LLC757$92.4K0.28%+71013F-HRTimeline
First PREMIER Bank736$90K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC717$87.5K0.01%+113F-HRTimeline
Operose Advisors LLC698$85.2K0.03%013F-HRTimeline
Robbins Farley647$78.9K0.04%+10013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…656$76.6K<0.01%-7513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV627$76.5K0.03%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC601$73.3K<0.01%-86013F-HRTimeline
CNB Bank600$73.2K0.04%013F-HRTimeline
Rice Partnership, LLC587$71.6K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/573$69.9K0.03%013F-HRTimeline
Nova Wealth Management, Inc.568$69.3K0.06%new13F-HR/ATimeline
Financial Network Wealth Advisors LLC565$68.9K0.09%013F-HRTimeline
McIlrath & Eck, LLC540$65.9K0.01%-31213F-HRTimeline
GoalVest Advisory LLC530$64.7K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC490$63K0.01%013F-HRTimeline
Urban Financial Advisory Corp512$62.5K0.03%013F-HRTimeline
Synergy Investment Management, LLC508$62K0.03%013F-HRTimeline
Realta Investment Advisors507$61.9K0.03%+1613F-HRTimeline
CBIZ Investment Advisory Services, LLC500$61K<0.01%013F-HR/ATimeline
Colony Family Offices, LLC499$60.9K0.02%013F-HRTimeline
Clean Yield Group497$60.6K0.02%new13F-HRTimeline
Reyes Financial Architecture, Inc.495$60.4K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…482$58.8K<0.01%-7213F-HRTimelineGroup
Rossby Financial, LCC482$57.9K0.02%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC474$57.8K<0.01%013F-HRTimelineGroup
SIMA Wealth Partners, LLC473$57.7K0.05%013F-HRTimeline
Orion Capital Management LLC470$57.3K0.02%+113F-HRTimeline
Fairman Group, LLC444$57K0.05%+113F-HRTimeline
High Note Wealth, LLC464$56.6K0.01%013F-HRTimeline
Addison Advisors LLC463$56.5K0.02%+3913F-HRTimeline
von Borstel & Associates, Inc.456$55K0.02%new13F-HRTimeline
Copia Wealth Management450$54.9K0.05%013F-HRTimeline
Breakwater Investment Management442$53.9K0.02%013F-HRTimeline
NFSG Corp438$53.4K0.01%+213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…432$52.8K0.01%-27513F-HRTimeline
Hurley Capital, LLC424$51.7K0.04%013F-HRTimeline
Evergreen Private Wealth LLC420$51.2K0.02%013F-HRTimeline
Winch Advisory Services, LLC412$50.3K0.01%new13F-HRTimeline
DecisionPoint Financial, LLC408$49.8K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC396$48.3K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC392$47.8K0.01%013F-HRTimeline
Financial Connections Group, Inc.392$47K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC374$45K0.01%+413F-HRTimeline
Cornerstone Planning Group LLC384$44.8K0.01%+33013F-HRTimeline
Columbia River Financial Group, LLC367$44K0.03%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…360$43.9K0.03%+25013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…345$42.1K0.03%+113F-HRTimeline
IAG Wealth Partners, LLC345$42.1K0.01%-1813F-HRTimeline
Crews Bank & Trust333$40.6K0.01%013F-HRTimeline
Wells Financial Advisors INC320$39K0.05%013F-HRTimeline
Integrity Financial Corp /WA308$37.6K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…301$36.9K0.01%new13F-HRTimelineGroup
Lowe Wealth Advisors, LLC281$34.3K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.275$33.5K0.01%+913F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department272$33.2K0.01%013F-HRTimelineGroup
Kimelman & Baird, LLC269$32.8K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL267$32.6K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC265$32.3K0.02%013F-HRTimeline
Pflug Koory, LLC264$32.2K0.02%013F-HRTimeline
TRUST CO OF VERMONT263$32.1K<0.01%013F-HRTimeline
Park Square Financial Group, LLC259$31.6K0.03%013F-HRTimeline
Towne Trust Company, N.A250$30.5K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners248$30.2K<0.01%+113F-HRTimelineGroup
WFA Asset Management Corp250$28.8K0.02%new13F-HRTimeline
Paladin Advisory Group, LLC231$28.2K0.02%new13F-HRTimeline
Noble Wealth Management PBC227$27.7K0.02%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC225$27.5K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC224$27.3K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…210$25.6K0.04%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.209$25.5K0.01%013F-HRTimeline
2UniFi Bank195$25.4K0.02%013F-HRTimeline
Greykasell Wealth Strategies, Inc.200$24.4K0.01%new13F-HRTimeline
Promus Capital, LLC200$24.4K0.02%013F-HR/ATimeline
CVA Family Office, LLC196$23.9K<0.01%013F-HRTimeline
Fortitude Family Office, LLC191$23.3K0.01%013F-HRTimeline
Valued Wealth Advisors LLC185$22.6K0.01%+4613F-HRTimeline
MCF Advisors LLC175$21.4K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC173$21.1K0.01%013F-HRTimeline
PFS Partners, LLC172$21K0.01%-30013F-HRTimeline
Moser Wealth Advisors, LLC171$20.9K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC169$20.7K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC169$20.6K0.02%+613F-HRTimeline
Darwin Wealth Management, LLC154$19.9K0.01%013F-HRTimeline
NewSquare Capital LLC157$19.2K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC151$18.4K0.01%+113F-HRTimeline
Stuart Chaussee & Associates, Inc.149$18.2K<0.01%013F-HRTimeline
Robinswood Financial LLC140$17.2K0.01%013F-HRTimeline
DAGCO, INC.140$17.1K0.01%new13F-HRTimeline
Cheviot Value Management, LLC121$14.9K<0.01%new13F-HRTimeline
Quent Capital, LLC122$14.9K<0.01%-113F-HRTimeline
Vermillion Wealth Management, Inc.119$14.5K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.112$13.7K<0.01%013F-HRTimeline
City State Bank112$13.7K<0.01%013F-HRTimeline
Versant Capital Management, Inc111$13.5K<0.01%013F-HRTimeline
Biltmore Family Office, LLC105$12.8K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.100$12.2K<0.01%013F-HRTimeline
Missouri Trust & Investment Co100$12.2K<0.01%013F-HRTimeline
PSI Advisors, LLC99$12.1K<0.01%-5013F-HRTimeline
Roxbury Financial LLC85$11.1K0.01%+113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV89$11K<0.01%-1013F-HRTimeline
Cardinal Strategic Wealth Guidance88$10.7K<0.01%013F-HRTimeline
Transce3nd, LLC88$10.7K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS86$10.5K<0.01%new13F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.81$9.88K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC79$9.64K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC77$9.39K<0.01%new13F-HR/ATimeline
Graney & King, LLC66$8.08K0.01%new13F-HRTimeline
Legacies Wealth LLC66$8.05K0.01%013F-HRTimeline
Global Wealth Strategies & Associates65$7.93K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC63$7.69K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC55$6.71K<0.01%013F-HRTimeline
American Capital Advisory, LLC54$6.64K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC50$6.1K<0.01%+1813F-HRTimeline
ROSS\JOHNSON & Associates LLC49$5.98K0.1%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC49$5.98K<0.01%-2613F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.48$5.86K<0.01%013F-HRTimeline