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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,464 managers (1,476 13F filers) reported a position in ITOT shares at 2025-06-30, 317,475,139 shares in all. 121 filers opened a position and 73 filers sold out during the quarter.

Managers
1,464
13F filers
1,476
New
121
Added
558
Reduced
492
Sold out
73
Shares held by filers
317,475,139

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Colonial River Investments, LLC1,877$257K0.11%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,901$256K0.1%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV1,898$256K0.08%013F-HRTimeline
GoalVest Advisory LLC1,894$256K0.06%+1,36413F-HRTimeline
Latitude Advisors, LLC1,893$256K0.13%-44113F-HRTimeline
WEALTHGARDEN F.S. LLC1,849$255K0.21%new13F-HRTimeline
LM Advisors LLC1,888$255K0.03%013F-HRTimeline
Worth Financial Advisory Group, LLC1,887$255K0.16%-6313F-HRTimeline
Linscomb Wealth, Inc.1,886$255K0.01%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,886$255K0.04%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,886$255K0.11%+23313F-HRTimeline
McKinley Carter Wealth Services, Inc.1,877$254K0.01%013F-HRTimeline
Alpha Cubed Investments, LLC1,876$253K0.01%-1,73213F-HRTimeline
WFA of San Diego, LLC1,875$253K0.19%13F-HRTimeline
Allen Capital Group, LLC1,866$252K0.03%-3313F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,866$252K0.05%new13F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC1,856$251K0.03%+213F-HRTimeline
Lantz Financial LLC1,849$250K0.06%-1613F-HRTimeline
Range Financial Group LLC1,844$249K0.1%+913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,831$247K0.08%-15113F-HRTimeline
McDonough Capital Management, Inc1,829$247K0.14%013F-HRTimeline
Petros Family Wealth, LLC1,828$247K0.23%-32013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC1,817$245K0.15%013F-HRTimeline
Davis Wealth Advisors, LLC1,815$245K0.26%+613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC1,804$244K0.03%-2213F-HRTimeline
Beacon Capital Management, LLC1,793$242K0.03%-52913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,789$242K0.04%+413F-HRTimeline
Allred Capital Management, LLC1,787$241K0.09%+7113F-HRTimeline
Financial Advocates Investment Manageme…1,784$241K0.02%-12,55913F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,783$241K0.16%013F-HRTimeline
TRUST POINT INC.1,780$240K0.02%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,771$240K<0.01%013F-HRTimelineGroup
Heritage Investment Group, Inc.1,773$239K0.04%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,773$239K0.1%013F-HR/ATimelineGroup
Jackson, Grant Investment Advisers, Inc.1,771$239K0.09%+213F-HRTimeline
PATTEN & PATTEN INC/TN1,769$239K0.02%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.1,768$239K0.06%013F-HRTimeline
G&S Capital LLC1,763$238K0.09%013F-HRTimeline
Wealth Management Partners, LLC1,752$238K0.08%013F-HRTimeline
Summit Financial Wealth Advisors, LLC1,761$238K0.04%013F-HRTimeline
SCOTIA CAPITAL INC.1,757$237K<0.01%new13F-HRTimeline
Mayfair Advisory Group, LLC1,705$237K0.11%-40013F-HRTimeline
Pinnacle Financial Group, LLC / IL1,749$236K0.08%-6313F-HRTimeline
NVWM, LLC1,735$234K0.06%013F-HRTimeline
BostonPremier Wealth LLC1,728$233K0.13%+513F-HRTimeline
Glassman Wealth Services1,725$233K0.04%-50313F-HRTimeline
Accel Wealth Management1,711$231K0.08%+5713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,710$231K<0.01%+4113F-HRTimelineGroup
Northstar Group, Inc.1,705$230K0.04%new13F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,704$230K0.02%new13F-HRTimelineGroup
Northern Capital Management, Inc.1,696$229K0.13%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,695$229K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,680$227K0.01%-75013F-HRTimeline
Seven Springs Wealth Group, LLC1,665$225K0.06%013F-HRTimeline
Retirement Solution LLC1,659$224K0.06%+413F-HR/ATimeline
ETF Store, Inc.1,659$224K0.26%+513F-HRTimeline
SITTNER & NELSON, LLC1,645$222K0.09%013F-HRTimeline
LRI Investments, LLC1,636$221K0.02%+38613F-HRTimeline
GatePass Capital, LLC1,633$221K0.15%-38813F-HRTimeline
Clarity Capital Advisors, LLC1,626$220K0.13%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,625$219K<0.01%new13F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC1,623$219K0.16%new13F-HRTimeline
Veracity Capital LLC1,615$218K0.08%new13F-HRTimeline
Wrenne Financial Planning LLC1,614$218K0.1%new13F-HRTimeline
Plan A Wealth LLC1,612$218K0.12%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,600$216K0.04%new13F-HRTimeline
Frederick Financial Consultants, LLC1,594$215K0.13%-6213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,593$215K0.03%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,582$214K0.01%-3313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,577$213K0.01%new13F-HRTimelineGroup
Alpha Financial Advisors, LLC1,577$213K0.08%new13F-HRTimeline
Traynor Capital Management, Inc.1,560$211K0.01%new13F-HRTimeline
Fisher Asset Management, LLC1,552$210K<0.01%-1,29613F-HRTimeline
Lincoln Capital LLC1,544$209K0.04%new13F-HRTimeline
Measured Wealth Private Client Group, L…1,529$206K0.06%new13F-HRTimeline
Richwood Investment Advisors, LLC1,526$206K0.17%new13F-HRTimeline
Pallas Capital Advisors LLC1,520$205K0.01%new13F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC1,516$205K0.1%new13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,512$204K0.07%new13F-HRTimeline
Horizon Investment Services, LLC1,503$203K0.09%new13F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV1,421$203K0.11%new13F-HRTimeline
Waterfront Wealth Inc.1,499$202K0.05%new13F-HRTimeline
Global Financial Private Client, LLC1,494$202K0.08%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC1,489$201K0.07%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,486$201K0.02%new13F-HRTimeline
Grant Private Wealth Management Inc1,486$201K0.11%new13F-HRTimeline
Bellwether Advisors, LLC1,444$195K0.03%-1613F-HRTimeline
Kilter Group LLC1,434$194K0.09%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,389$188K0.07%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,386$187K0.18%-5313F-HRTimeline
Independence Bank of Kentucky1,331$180K0.03%013F-HRTimeline
ADIRONDACK TRUST CO1,312$177K0.06%013F-HRTimeline
Millstone Evans Group, LLC1,305$176K0.12%013F-HRTimeline
Redwood Park Advisors LLC1,304$176K0.14%+313F-HRTimeline
FSA Wealth Management LLC1,288$174K0.07%013F-HRTimeline
SYM FINANCIAL Corp1,256$170K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,213$164K<0.01%+9213F-HRTimeline
West Financial Advisors, LLC1,175$159K0.03%013F-HRTimeline
Core Alternative Capital1,120$151K0.04%013F-HRTimeline
Anchor Investment Management, LLC1,112$150K0.01%new13F-HRTimeline
Financial Perspectives, Inc1,056$143K0.04%+213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,054$142K0.13%-2,28713F-HRTimeline
Pinnacle Bancorp, Inc.1,054$142K0.04%-44413F-HRTimeline
Perkins Coie Trust Co1,020$138K0.02%013F-HRTimeline
Register Financial Advisors LLC1,018$137K0.06%-1013F-HRTimeline
PITTENGER & ANDERSON INC1,004$136K<0.01%013F-HRTimeline
3Chopt Investment Partners, LLC1,000$135K0.03%013F-HRTimeline
North Star Investment Management Corp.998$135K0.01%+113F-HRTimeline
Pacific Center for Financial Services985$133K0.04%013F-HRTimeline
Atlantic Edge Private Wealth Management…982$133K0.04%-9713F-HRTimeline
Smartleaf Asset Management LLC982$132K0.01%+13913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.959$130K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIFLEX GROUP, INC.956$128K0.07%-84213F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA928$125K0.26%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…886$120K0.02%+45413F-HRTimeline
Perritt Capital Management Inc866$117K0.06%-41213F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC858$116K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC857$116K0.02%013F-HRTimeline
Center for Financial Planning, Inc.840$113K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC831$112K0.08%+213F-HRTimeline
Opal Wealth Advisors, LLC816$110K0.03%+113F-HRTimeline
Compass Financial Services Inc808$109K0.05%new13F-HRTimeline
Rossby Financial, LCC794$107K0.04%+31213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC753$106K0.03%new13F-HRTimeline
Parkside Financial Bank & Trust765$103K0.01%new13F-HRTimeline
LGT Financial Advisors LLC745$101K0.26%-1213F-HRTimeline
Headlands Technologies LLC742$100K0.01%new13F-HRTimeline
First PREMIER Bank736$99K0.02%013F-HRTimeline
Your Advocates Ltd., LLP727$98.2K0.04%-4813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC718$96.9K0.01%+113F-HRTimeline
DUNCKER STREETT & CO INC717$96.8K0.02%+32513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC704$95.1K0.01%+21413F-HRTimeline
Operose Advisors LLC698$94.3K0.03%013F-HRTimeline
MASECO LLP673$90.9K<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC645$87.1K0.03%-27513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV627$84.7K0.03%013F-HRTimeline
EASTERN BANK612$82.6K<0.01%-41913F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC606$81.8K0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC601$81.2K<0.01%+37613F-HRTimelineGroup
CNB Bank600$81K0.04%013F-HRTimeline
Strategic Wealth Investment Group, LLC595$80.3K0.12%new13F-HRTimeline
Rice Partnership, LLC587$79.3K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC565$76.3K0.09%013F-HRTimeline
Robbins Farley549$74.1K0.03%-9813F-HRTimeline
Pacifica Partners Inc.551$74K0.03%new13F-HRTimeline
SOA Wealth Advisors, LLC.535$72.2K0.01%new13F-HRTimeline
MARSHALL & SULLIVAN INC /WA/520$70.2K0.03%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS520$70.2K<0.01%+43413F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC510$68.9K0.04%+46113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…506$68.3K<0.01%-15013F-HRTimeline
CBIZ Investment Advisory Services, LLC500$67.5K<0.01%013F-HRTimeline
Colony Family Offices, LLC499$67.4K0.02%013F-HRTimeline
LFA - Lugano Financial Advisors SA497$67.1K0.04%new13F-HRTimeline
Reyes Financial Architecture, Inc.495$66.8K0.06%013F-HRTimeline
NFSG Corp488$66K0.01%+5013F-HRTimeline
Glenmede Investment Management, LP485$65.5K<0.01%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …482$65.1K0.11%-41413F-HRTimeline
Strategic Wealth Partners, Ltd.473$63.9K0.01%13F-HRTimeline
SIMA Wealth Partners, LLC473$63.9K0.05%013F-HRTimeline
Orion Capital Management LLC471$63.6K0.02%+113F-HRTimeline
McIlrath & Eck, LLC466$62.9K0.01%-7413F-HRTimeline
High Note Wealth, LLC464$62.7K0.01%013F-HRTimeline
Addison Advisors LLC463$62.5K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC450$60.8K0.04%new13F-HRTimeline
Copia Wealth Management450$60.8K0.05%013F-HRTimeline
Fairman Group, LLC445$60.1K0.05%+113F-HRTimeline
United Community Bankin group United Community Bank443$59.8K0.02%new13F-HRTimelineGroup
Breakwater Investment Management442$59.7K0.02%013F-HRTimeline
Hurley Capital, LLC424$57.3K0.04%013F-HRTimeline
Evergreen Private Wealth LLC420$56.7K0.02%013F-HRTimeline
Winch Advisory Services, LLC413$55.8K0.01%+113F-HRTimeline
Realta Investment Advisors412$55.6K0.02%-9513F-HRTimeline
Cape Investment Advisory, Inc.412$55.6K0.02%+13713F-HRTimeline
Park Square Financial Group, LLC395$53.3K0.04%+13613F-HRTimeline
Financial Connections Group, Inc.392$52K0.02%013F-HRTimeline
Hilltop National Bank367$49.6K0.01%13F-HRTimeline
CURIO WEALTH, LLC366$49.5K0.02%+36513F-HRTimeline
VALLEY NATIONAL ADVISERS INC370$49K0.01%-413F-HRTimeline
Vermillion & White Wealth Management Gr…346$46.8K0.03%+113F-HRTimeline
IAG Wealth Partners, LLC345$46.6K0.01%013F-HRTimeline
Capital Investment Counsel, Inc342$46.2K0.01%new13F-HRTimeline
Crews Bank & Trust333$45K0.01%013F-HRTimeline
Wells Financial Advisors INC320$43.2K0.06%013F-HRTimeline
Nova Wealth Management, Inc.320$43.2K0.03%-24813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC310$41.9K<0.01%-16413F-HRTimelineGroup
Integrity Financial Corp /WA308$41.6K0.02%013F-HRTimeline
Main Street Group, LTD301$40.6K0.01%+29913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…301$40.6K0.01%013F-HRTimelineGroup
Pflug Koory, LLC293$39.6K0.02%+2913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.282$38.1K0.03%new13F-HRTimeline
Lowe Wealth Advisors, LLC281$37.9K0.01%013F-HRTimeline
Paladin Advisory Group, LLC273$36.9K0.03%+4213F-HRTimeline
Kimelman & Baird, LLC269$36.3K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners268$36.1K0.01%+2013F-HRTimelineGroup
TRUST CO OF VERMONT263$35.5K<0.01%013F-HRTimeline
Towne Trust Company, N.A250$33.8K0.01%013F-HR/ATimeline
Front Row Advisors LLC224$30.2K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…210$28.4K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.209$28.2K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.200$27K0.01%013F-HRTimeline