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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,509 managers (1,523 13F filers) reported a position in ITOT shares at 2025-09-30, 334,291,678 shares in all. 99 filers opened a position and 47 filers sold out during the quarter.

Managers
1,509
13F filers
1,523
New
99
Added
527
Reduced
539
Sold out
47
Shares held by filers
334,291,678

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Investor's Fiduciary Advisor Network, L…1,901$276K0.09%013F-HRTimeline
GoalVest Advisory LLC1,894$276K0.06%013F-HRTimeline
PLANNING DIRECTIONS INC1,893$276K0.14%-1813F-HRTimeline
LM Advisors LLC1,888$275K0.04%013F-HRTimeline
Worth Financial Advisory Group, LLC1,887$275K0.15%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,886$275K0.04%013F-HRTimeline
Alpha Cubed Investments, LLC1,876$273K0.01%013F-HRTimeline
WFA of San Diego, LLC1,875$273K0.19%013F-HRTimeline
Beacon Capital Management, LLC1,865$272K0.04%+7213F-HRTimeline
WEALTHGARDEN F.S. LLC1,849$272K0.19%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,858$271K0.03%+213F-HRTimeline
Ignite Planners, LLC1,857$270K0.04%-14313F-HRTimeline
Range Financial Group LLC1,850$269K0.1%+613F-HRTimeline
Lantz Financial LLC1,849$269K0.06%013F-HRTimeline
BetterWealth, LLC1,845$269K0.06%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,842$268K0.01%+14713F-HRTimeline
Madison Park Capital Advisors, LLC1,837$268K0.22%new13F-HRTimeline
McDonough Capital Management, Inc1,828$266K0.13%-113F-HRTimeline
McKinley Carter Wealth Services, Inc.1,827$266K0.01%-5013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC1,817$265K0.15%013F-HRTimeline
Davis Wealth Advisors, LLC1,815$264K0.24%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,815$264K0.1%-7113F-HRTimeline
Cornerstone Wealth Management, LLC1,812$264K0.01%-10813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC1,804$263K0.03%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,804$263K<0.01%+9413F-HRTimelineGroup
Two West Capital Advisors LLC1,773$263K0.16%-11813F-HRTimeline
Clear Creek Financial Management, LLC1,801$262K0.02%-29513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,794$261K0.04%+513F-HRTimeline
Quotient Wealth Partners, LLC1,789$261K0.01%-32013F-HRTimeline
Allred Capital Management, LLC1,787$260K0.09%013F-HRTimeline
Edgestream Partners, L.P.1,785$260K0.01%-1,04713F-HRTimeline
Heritage Investment Group, Inc.1,783$260K0.04%+1013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,783$260K0.16%013F-HRTimeline
Virtue Capital Management, LLC2,093$259K0.04%-26,35613F-HR/ATimeline
Jackson, Grant Investment Advisers, Inc.1,774$258K0.09%+313F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC1,773$258K0.12%+25713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,773$258K0.1%013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,772$258K0.01%-21513F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC1,761$257K0.04%013F-HRTimeline
Founders Financial Alliance, LLC1,765$257K0.05%-34213F-HRTimeline
Wealth Management Partners, LLC1,752$255K0.08%013F-HRTimeline
Pinnacle Financial Group, LLC / IL1,751$255K0.08%+213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV1,748$255K0.07%-15013F-HR/ATimeline
Petros Family Wealth, LLC1,749$255K0.21%-7913F-HRTimeline
NVWM, LLC1,735$253K0.06%013F-HRTimeline
Glassman Wealth Services1,725$251K0.04%013F-HRTimeline
Accel Wealth Management1,725$251K0.07%+1413F-HRTimeline
Northstar Group, Inc.1,705$248K0.04%013F-HRTimeline
Mayfair Advisory Group, LLC1,705$248K0.11%013F-HRTimeline
Proficio Capital Partners LLC1,700$248K0.02%-30013F-HR/ATimeline
Northern Capital Management, Inc.1,696$247K0.13%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,693$247K0.07%-13813F-HRTimeline
BostonPremier Wealth LLC1,682$245K0.12%-4613F-HRTimeline
TRUST POINT INC.1,680$245K0.02%-10013F-HRTimeline
Selective Wealth Management, Inc.1,671$245K0.08%new13F-HRTimeline
Schiavi & Co LLC1,666$243K0.08%-2,76413F-HRTimeline
Tradewinds, LLC.1,665$243K0.06%new13F-HRTimeline
Seven Springs Wealth Group, LLC1,665$242K0.06%013F-HRTimeline
Retirement Solution LLC1,664$242K0.06%+513F-HR/ATimeline
ETF Store, Inc.1,664$242K0.26%+513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,657$241K0.01%+7513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC1,654$241K0.05%new13F-HRTimeline
SCOTIA CAPITAL INC.1,653$241K<0.01%-10413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,651$240K<0.01%-1,00513F-HRTimelineGroup
Griffith & Werner, Inc.1,616$240K0.12%13F-HRTimeline
SITTNER & NELSON, LLC1,645$240K0.09%013F-HRTimeline
Clarity Capital Advisors, LLC1,630$237K0.13%+413F-HRTimeline
Sivia Capital Partners, LLC1,629$237K0.07%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,625$237K<0.01%013F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC1,619$236K0.11%new13F-HRTimeline
Legacy Edge Advisors, LLC1,616$235K0.03%-79913F-HRTimeline
Octavia Wealth Advisors, LLC1,615$235K0.02%new13F-HRTimeline
Wrenne Financial Planning LLC1,614$235K0.1%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,600$233K0.04%013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,600$233K0.02%-10413F-HRTimelineGroup
WealthPLAN Partners, LLC1,587$231K0.03%new13F-HRTimeline
Alpha Financial Advisors, LLC1,577$230K0.08%013F-HRTimeline
GatePass Capital, LLC1,558$227K0.13%-7513F-HRTimeline
Miller Financial Services LLC1,555$227K0.26%new13F-HRTimeline
Lincoln Capital LLC1,544$226K0.04%013F-HRTimeline
Global Financial Private Client, LLC1,549$226K0.08%+5513F-HRTimeline
Frederick Financial Consultants, LLC1,546$225K0.13%-4813F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,544$225K0.13%new13F-HRTimeline
Bellwether Advisors, LLC1,532$223K0.04%+8813F-HRTimeline
Measured Wealth Private Client Group, L…1,529$223K0.06%013F-HRTimeline
Richwood Investment Advisors, LLC1,526$222K0.17%013F-HRTimeline
Pallas Capital Advisors LLC1,521$222K0.01%+113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,512$220K0.07%013F-HRTimeline
Horizon Investment Services, LLC1,503$219K0.08%013F-HRTimeline
Waterfront Wealth Inc.1,499$219K0.04%013F-HRTimeline
LCNB CORP1,500$218K0.08%-32,15013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,496$218K<0.01%new13F-HRTimelineGroup
Sterling Investment Counsel, LLC1,495$218K0.07%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,493$217K0.01%-3,23713F-HRTimelineGroup
Pinion Investment Advisors, LLC1,464$217K0.06%new13F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC1,489$217K0.07%013F-HRTimeline
Colonial River Investments, LLC1,485$216K0.08%-39213F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,478$215K0.06%new13F-HRTimeline
Keebeck Wealth Management1,477$215K0.03%new13F-HRTimeline
Tudor Financial Inc.1,473$214K0.11%new13F-HRTimeline
FAGAN ASSOCIATES, INC.1,462$213K0.03%new13F-HRTimeline
Welch & Forbes LLC1,456$212K<0.01%new13F-HRTimeline
Baltimore-Washington Financial Advisors…1,444$210K0.01%new13F-HRTimeline
Kraft, Davis & Associates, LLC1,427$210K0.05%new13F-HRTimeline
Kilter Group LLC1,432$209K0.1%-213F-HRTimeline
FIDELITY D & D BANCORP INC1,431$208K0.11%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,431$208K0.03%new13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC1,429$208K0.14%new13F-HRTimeline
Sterling Wealth Management, Inc.1,426$208K0.06%-68713F-HRTimeline
CWA Asset Management Group, LLC1,422$207K0.01%-74513F-HRTimeline
TrueWealth Advisors, LLC1,410$205K0.06%new13F-HRTimeline
LPWM LLC1,410$205K0.05%new13F-HRTimeline
NerdWallet Wealth Partners, LLC1,409$205K0.1%13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC1,408$205K0.06%new13F-HRTimeline
BANYAN CAPITAL MANAGEMENT, INC.1,405$205K0.09%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,403$204K0.02%-8313F-HRTimeline
Antonelli Financial Advisors, LLC1,395$203K0.14%new13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,394$203K0.04%new13F-HRTimeline
FIRST MERCHANTS CORP1,389$202K0.01%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,389$202K0.07%013F-HRTimeline
FineMark National Bank & Trust1,388$202K0.01%-80013F-HRTimeline
JACOBS & CO/CA1,390$202K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,386$202K0.19%013F-HRTimeline
Tradition Wealth Management, LLC1,380$201K0.01%new13F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC1,349$201K0.06%new13F-HRTimeline
BURNEY CO/1,375$200K0.01%new13F-HRTimeline
Independence Bank of Kentucky1,331$194K0.02%013F-HRTimeline
ADIRONDACK TRUST CO1,312$191K0.06%013F-HRTimeline
Redwood Park Advisors LLC1,307$190K0.14%+313F-HRTimeline
Millstone Evans Group, LLC1,305$190K0.12%013F-HRTimeline
FSA Wealth Management LLC1,288$188K0.07%013F-HRTimeline
SYM FINANCIAL Corp1,256$183K0.02%013F-HRTimeline
LRI Investments, LLC1,250$182K0.01%-38613F-HRTimeline
United Community Bankin group United Community Bank1,214$177K0.05%+77113F-HRTimelineGroup
Compass Financial Services Inc1,191$173K0.08%+38313F-HRTimeline
West Financial Advisors, LLC1,175$171K0.03%013F-HRTimeline
Corsicana & Co.1,159$169K0.09%13F-HRTimeline
Smartleaf Asset Management LLC1,148$167K0.01%+16613F-HRTimeline
PITTENGER & ANDERSON INC1,144$167K0.01%+14013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,144$167K0.02%new13F-HRTimeline
Core Alternative Capital1,120$163K0.05%013F-HRTimeline
Anchor Investment Management, LLC1,112$162K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,107$161K<0.01%+14813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Federation des caisses Desjardins du Qu…1,080$157K<0.01%-13313F-HRTimeline
Financial Perspectives, Inc1,057$154K0.04%+113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,054$154K0.14%013F-HRTimeline
Mill Capital Management, LLC1,034$151K0.01%new13F-HRTimeline
Register Financial Advisors LLC1,020$149K0.06%+213F-HRTimeline
Perkins Coie Trust Co1,020$149K0.03%013F-HRTimeline
3Chopt Investment Partners, LLC1,000$146K0.03%013F-HRTimeline
North Star Investment Management Corp.998$145K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.988$144K0.04%-6613F-HRTimeline
Pacific Center for Financial Services985$143K0.04%013F-HRTimeline
Atlantic Edge Private Wealth Management…982$143K0.04%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA928$135K0.28%013F-HRTimeline
Westend Capital Management, LLC913$133K0.04%new13F-HRTimeline
Rossby Financial, LCC868$127K0.04%+7413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC858$125K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.840$122K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC832$121K0.07%+113F-HRTimeline
McIlrath & Eck, LLC793$115K0.01%+32713F-HRTimeline
First PREMIER Bank736$107K0.02%013F-HRTimeline
LGT Financial Advisors LLC734$107K0.23%-1113F-HRTimeline
Your Advocates Ltd., LLP727$106K0.04%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC719$105K0.01%+113F-HRTimeline
DUNCKER STREETT & CO INC717$104K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC705$103K0.01%+113F-HRTimeline
Sound Income Strategies, LLC694$102K0.01%-98613F-HRTimeline
Operose Advisors LLC698$102K0.03%013F-HRTimeline
Perritt Capital Management Inc688$100K0.05%-17813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC683$99.5K0.07%new13F-HRTimeline
Bay Harbor Wealth Management, LLC645$93.9K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.639$93.1K0.01%+16613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV627$91.3K0.03%013F-HRTimeline
Creekmur Asset Management LLC623$90.7K0.02%-23413F-HRTimeline
EASTERN BANK612$89.1K<0.01%013F-HRTimeline
Glenmede Investment Management, LP610$88.8K<0.01%+12513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC601$87.5K<0.01%013F-HRTimelineGroup
CNB Bank600$87.4K0.04%013F-HRTimeline
Rice Partnership, LLC587$85.5K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC565$82.3K0.09%013F-HRTimeline
Pacifica Partners Inc.551$80.5K0.03%013F-HRTimeline
Robbins Farley544$79.2K0.03%-513F-HRTimeline
Aventus Investment Advisors, Inc.532$77.5K0.07%new13F-HRTimeline
Crews Bank & Trust530$77.2K0.01%+19713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC510$74.3K0.04%013F-HRTimeline
CBIZ Investment Advisory Services, LLC500$72.8K<0.01%013F-HRTimeline
NFSG Corp500$72.8K0.01%+1213F-HRTimeline
Colony Family Offices, LLC499$72.7K0.02%013F-HRTimeline
LFA - Lugano Financial Advisors SA497$72.4K0.04%013F-HRTimeline
Reyes Financial Architecture, Inc.495$72.1K0.05%013F-HRTimeline
Longview Financial Advisors LLC480$69.9K0.04%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS475$69.2K0.02%new13F-HRTimeline
SIMA Wealth Partners, LLC473$68.9K0.05%013F-HRTimeline
Orion Capital Management LLC471$68.6K0.02%013F-HRTimeline
ALERUS FINANCIAL NA469$68.3K<0.01%new13F-HRTimeline
Addison Advisors LLC463$67.4K0.02%013F-HRTimeline
Windsor Advisory Group, LLC459$66.9K0.06%new13F-HRTimeline
Retirement Wealth Solutions LLC450$65.5K0.04%013F-HRTimeline
Copia Wealth Management450$65.5K0.05%013F-HRTimeline