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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,635 managers (1,650 13F filers) reported a position in ITOT shares at 2025-12-31, 341,287,389 shares in all. 92 filers opened a position and 63 filers sold out during the quarter.

Managers
1,635
13F filers
1,650
New
92
Added
553
Reduced
545
Sold out
63
Shares held by filers
341,287,389

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LANARK FINANCIAL, INC.2,328$346K0.03%+15013F-HRTimeline
Daybright Advisory Services, Inc.2,314$344K0.09%13F-HRTimeline
Abundance Wealth Counselors2,303$342K0.06%new13F-HRTimeline
Tidemark, LLC2,300$342K0.1%013F-HRTimeline
HUB Investment Partners, LLC2,299$342K0.01%-58713F-HRTimeline
Perennial Investment Advisors, LLC2,297$342K0.03%-19113F-HRTimeline
CV Advisors LLC2,285$340K0.09%new13F-HRTimeline
Johnson Wealth Management, LLC2,279$339K0.17%013F-HRTimeline
Crew Capital Management, Ltd2,278$339K0.21%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,258$336K0.02%013F-HRTimeline
WealthSpring Partners, LLC2,254$335K0.34%13F-HRTimeline
SwitchPoint Financial Planning, LLC2,250$335K0.23%013F-HRTimeline
MJP ASSOCIATES INC /ADV2,243$333K0.04%-50213F-HRTimeline
PROFFITT & GOODSON INC2,238$333K0.05%-16413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,234$332K0.03%013F-HRTimeline
Axis Wealth Partners, LLC2,233$332K0.18%+2313F-HRTimeline
Cranbrook Wealth Management, LLC2,228$331K0.07%013F-HRTimeline
Everstar Asset Management, LLC2,222$330K0.18%-9113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,220$330K0.09%013F-HRTimeline
ALTFEST L J & CO INC2,214$329K0.04%+713F-HRTimeline
G&S Capital LLC2,207$328K0.12%013F-HRTimeline
Grove Street Fiduciary, LLC2,206$328K0.14%013F-HRTimeline
Turn8 Private Wealth Inc.2,206$328K0.24%+913F-HRTimeline
Davis Wealth Advisors, LLC2,203$328K0.27%+38813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,202$327K<0.01%-13213F-HRTimelineGroup
TrustBankin group TrustBank2,202$327K0.14%13F-HRTimelineGroup
BSW Wealth Partners2,201$327K0.04%-30813F-HRTimeline
Francis Financial, Inc.2,199$327K0.06%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,199$327K0.02%-213F-HRTimeline
HEADINVEST, LLC2,197$327K0.06%+2113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,195$326K<0.01%new13F-HRTimelineGroup
Selective Wealth Management, Inc.2,146$325K0.1%+47513F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC2,143$325K0.28%13F-HRTimeline
Hopwood Nicholas Hunter2,178$324K0.11%13F-HRTimeline
RKL Wealth Management LLC2,170$323K0.03%013F-HRTimeline
Texas Yale Capital Corp.2,156$321K0.01%+113F-HRTimeline
Riverview Trust Co2,154$320K0.39%new13F-HRTimeline
Mason Investment Advisory Services, Inc.2,138$318K0.02%-35513F-HRTimeline
Occidental Asset Management, LLC2,136$318K0.04%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,113$314K0.04%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,111$314K<0.01%+30713F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC2,107$313K0.14%013F-HRTimeline
LRI Investments, LLC2,105$313K0.03%+85513F-HRTimeline
Magnus Financial Group LLC2,098$312K0.02%+1913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,085$310K0.05%+8113F-HRTimelineGroup
Jacksonville Wealth Management, LLC2,083$310K0.22%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,081$309K0.02%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,074$309K0.05%+6113F-HRTimeline
SkyOak Wealth, LLC2,079$309K0.06%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,061$306K<0.01%013F-HRTimeline
Sowell Financial Services LLC2,058$306K0.01%-14213F-HRTimeline
Rialto Wealth Management, LLC2,057$306K0.07%013F-HRTimeline
Coastal Bridge Advisors, LLC2,054$305K0.02%-6213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,049$305K0.03%+24513F-HRTimeline
Passive Capital Management, LLC.2,048$305K0.1%013F-HRTimeline
TRUST POINT INC.2,047$304K0.02%+36713F-HRTimeline
Arcadia Wealth Management, Inc.2,040$303K0.17%013F-HRTimeline
Root Financial Partners, LLC2,039$303K0.02%-29813F-HRTimeline
ONE Advisory Partners, LLC2,038$303K0.09%-1813F-HRTimeline
FC Advisory LLC2,035$303K0.09%+713F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,029$302K0.03%new13F-HRTimeline
Xcelsior Advisor Partners LLC2,028$302K0.15%13F-HRTimeline
Confluence Wealth Services, Inc.2,024$301K0.01%-46513F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,012$299K0.14%013F-HRTimeline
Argyle Capital Partners, LLC2,012$299K0.22%+11113F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,010$299K0.04%-15813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,004$298K0.02%-313F-HRTimeline
Commonwealth Financial Services, LLC1,989$296K0.05%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,981$295K0.02%-13313F-HRTimeline
Raab & Moskowitz Asset Management LLC1,978$294K0.06%-6713F-HRTimeline
Linscomb Wealth, Inc.1,966$292K0.01%013F-HRTimeline
Smith Salley Wealth Management1,966$292K0.01%013F-HRTimeline
Crumly & Associates Inc.1,965$292K0.06%013F-HRTimeline
Quotient Wealth Partners, LLC1,953$290K0.01%+16413F-HRTimeline
Trademark Financial Management, LLC1,951$290K0.16%-1,67713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC1,945$289K0.13%+17213F-HRTimeline
Vigil Wealth Management, LLC1,937$288K0.24%13F-HRTimeline
WealthTrust Axiom LLC1,937$288K0.07%013F-HRTimeline
Cornerstone Wealth Management, LLC1,937$288K0.01%+12513F-HRTimeline
Key Financial Inc1,913$284K0.05%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,912$284K0.02%-3313F-HRTimeline
Westchester Capital Management, Inc.1,912$284K0.06%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,912$284K0.08%-25713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,910$284K0.01%new13F-HRTimeline
4J Wealth Management LLC1,909$284K0.16%013F-HRTimeline
PLANNING DIRECTIONS INC1,899$282K0.14%+613F-HRTimeline
Goelzer Investment Management, Inc.1,898$282K0.01%-91013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,901$282K0.06%013F-HRTimeline
Worth Financial Advisory Group, LLC1,893$281K0.14%+613F-HRTimeline
Ignite Planners, LLC1,860$281K0.04%+313F-HRTimeline
FineMark National Bank & Trust1,886$280K0.01%+49813F-HRTimeline
WEALTHGARDEN F.S. LLC1,849$280K0.18%013F-HRTimeline
Eagle Strategies LLC1,882$280K0.04%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,881$280K0.04%-513F-HRTimeline
SCRATCH CAPITAL LLC1,878$279K0.18%-2413F-HRTimeline
Allen Capital Group, LLC1,871$278K0.03%-3913F-HRTimeline
Beacon Capital Management, LLC1,870$278K0.04%+513F-HRTimeline
Canal Capital Management, LLC1,866$277K0.04%new13F-HRTimeline
WFA of San Diego, LLC1,865$277K0.2%-1013F-HRTimeline
Goldenstone Wealth Management LLC1,858$276K0.21%13F-HRTimeline
Lantz Financial LLC1,849$275K0.06%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,842$274K0.01%013F-HRTimeline
Madison Park Capital Advisors, LLC1,837$273K0.22%013F-HRTimeline
Range Financial Group LLC1,825$271K0.09%-2513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC1,817$270K0.16%013F-HRTimeline
Fortune Financial Group, Inc.1,587$269K0.26%13F-HRTimeline
Mayfair Advisory Group, LLC1,800$268K0.1%+9513F-HRTimeline
Rathbones Group PLC1,800$268K<0.01%-20013F-HR/ATimeline
West Branch Capital LLC1,792$266K0.07%-1,57013F-HRTimeline
Miller Financial Services LLC1,787$266K0.31%+23213F-HRTimeline
Wrenne Financial Planning LLC1,785$265K0.11%+17113F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,783$265K0.16%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,776$264K0.09%+213F-HRTimeline
McDonough Capital Management, Inc1,775$264K0.13%-5313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,773$264K0.1%013F-HRTimelineGroup
Sterling Investment Counsel, LLC1,763$262K0.08%+26813F-HRTimeline
Summit Financial Wealth Advisors, LLC1,761$262K0.04%013F-HRTimeline
Pinnacle Financial Group, LLC / IL1,753$261K0.08%+213F-HRTimeline
Allred Capital Management, LLC1,753$261K0.09%-3413F-HRTimeline
Wealth Management Partners, LLC1,752$261K0.07%013F-HRTimeline
BAILARD, INC.1,750$260K0.01%-64013F-HRTimeline
Nova R Wealth, Inc.1,749$260K0.09%new13F-HRTimeline
Wealth Dimensions Group, Ltd.1,745$259K0.05%-33513F-HRTimeline
Founders Financial Alliance, LLC1,745$259K0.05%-2013F-HRTimeline
NVWM, LLC1,735$258K0.06%013F-HRTimeline
Glassman Wealth Services1,725$256K0.03%013F-HRTimeline
Accel Wealth Management1,725$256K0.07%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,716$255K0.03%-7813F-HRTimeline
tru Independence LLC1,716$255K0.06%-67313F-HRTimeline
McKinley Carter Wealth Services, Inc.1,711$254K0.01%-11613F-HRTimeline
Sound Income Strategies, LLC1,678$254K0.01%+98413F-HRTimeline
Heritage Investment Group, Inc.1,700$253K0.04%-8313F-HRTimeline
Tortuga Wealth Management, Inc1,697$252K0.27%13F-HRTimeline
Northern Capital Management, Inc.1,696$252K0.13%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,693$252K0.07%013F-HRTimeline
Center for Financial Planning, Inc.1,690$251K0.03%+85013F-HRTimeline
BostonPremier Wealth LLC1,688$251K0.13%+613F-HRTimeline
SCOTIA CAPITAL INC.1,685$250K<0.01%+3213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,683$250K0.02%-8913F-HRTimelineGroup
Two West Capital Advisors LLC1,676$249K0.14%-9713F-HRTimeline
SITTNER & NELSON, LLC1,645$249K0.09%013F-HRTimeline
ETF Store, Inc.1,669$248K0.25%+513F-HRTimeline
Retirement Solution LLC1,669$248K0.05%+513F-HRTimeline
Schiavi & Co LLC1,666$248K0.08%013F-HRTimeline
Tradewinds, LLC.1,665$248K0.06%013F-HRTimeline
Seven Springs Wealth Group, LLC1,665$248K0.07%013F-HRTimeline
Trilogy Capital Inc.1,636$243K0.01%new13F-HRTimeline
Clarity Capital Advisors, LLC1,630$242K0.12%013F-HRTimeline
Sivia Capital Partners, LLC1,629$242K0.05%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,625$242K<0.01%013F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC1,619$241K0.1%013F-HRTimeline
Clarity Wealth Advisors, LLC1,617$240K0.05%new13F-HRTimeline
Legacy Edge Advisors, LLC1,616$240K0.03%013F-HRTimeline
Operose Advisors LLC1,614$240K0.06%+91613F-HRTimeline
TSG Advice Partners, LLC1,609$239K0.04%13F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,600$238K0.06%13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,600$238K0.04%013F-HRTimeline
Johnson Financial Group, LLC1,600$238K0.01%-82413F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,600$238K0.02%013F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC1,600$238K0.04%-5413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,598$238K0.09%-21713F-HRTimeline
WealthPLAN Partners, LLC1,587$236K0.04%013F-HRTimeline
Alpha Financial Advisors, LLC1,577$234K0.07%013F-HRTimeline
Ledyard National Bank1,575$234K0.02%-45713F-HRTimeline
Van Diest Capital, LLC1,574$234K0.35%13F-HRTimeline
Triumph Capital Management1,565$233K0.05%new13F-HRTimeline
Golden Reserve Retirement LLC1,564$233K0.04%new13F-HRTimeline
Braeburn Wealth Management LLC1,559$232K0.12%13F-HRTimeline
COFG Advisors, LLC1,557$232K0.06%13F-HRTimeline
GatePass Capital, LLC1,557$232K0.12%-113F-HRTimeline
Destination Wealth Management1,551$231K0.01%new13F-HRTimeline
Disciplined Investments, LLC1,551$231K0.09%-41713F-HRTimeline
Global Financial Private Client, LLC1,549$230K0.08%013F-HRTimeline
WMS Group LLC1,570$230K0.29%13F-HRTimeline
Waterfront Wealth Inc.1,517$230K0.04%+1813F-HRTimeline
Frederick Financial Consultants, LLC1,546$230K0.13%013F-HRTimeline
Measured Wealth Private Client Group, L…1,529$227K0.06%013F-HRTimeline
Pallas Capital Advisors LLC1,518$226K0.01%-313F-HRTimeline
Lincoln Capital LLC1,514$225K0.04%-3013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,512$225K0.07%013F-HRTimeline
J.E. Simmons & Co., P.C.1,504$224K0.14%13F-HRTimeline
Horizon Investment Services, LLC1,503$223K0.08%013F-HRTimeline
NerdWallet Wealth Partners, LLC1,501$223K0.1%+9213F-HRTimeline
LCNB CORP1,500$223K0.07%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,490$222K<0.01%-613F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC1,489$221K0.07%013F-HRTimeline
Griffith & Werner, Inc.1,486$221K0.11%-13013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,481$220K0.01%new13F-HR/ATimeline
Simplicity Wealth,LLC1,481$220K0.01%new13F-HRTimeline
Keebeck Wealth Management1,477$220K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,467$218K<0.01%+36013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FAGAN ASSOCIATES, INC.1,462$217K0.03%013F-HRTimeline
Torrey-Payne Wealth Management, LLC1,431$217K0.19%13F-HRTimeline
Kraft, Davis & Associates, LLC1,428$217K0.05%+113F-HRTimeline
Welch & Forbes LLC1,456$216K<0.01%013F-HRTimeline
Clear Trail Advisors, LLC1,453$216K0.05%13F-HRTimeline
FIDELITY D & D BANCORP INC1,445$215K0.09%+1413F-HRTimeline
Baltimore-Washington Financial Advisors…1,442$214K0.01%-213F-HRTimeline
Clear Creek Financial Management, LLC1,441$214K0.02%-36013F-HRTimeline
Tudor Financial Inc.1,439$214K0.11%-3413F-HRTimeline