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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,612 managers (1,631 13F filers) reported a position in ITOT shares at 2026-03-31, 361,645,579 shares in all. 91 filers opened a position and 103 filers sold out during the quarter.

Managers
1,612
13F filers
1,631
New
91
Added
619
Reduced
535
Sold out
103
Shares held by filers
361,645,579

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Crew Capital Management, Ltd2,278$324K0.22%013F-HRTimeline
Mengis Capital Management, Inc.2,278$324K0.06%-64813F-HRTimeline
Tortuga Wealth Management, Inc2,269$323K0.3%+57213F-HRTimeline
Donalies Financial Planning, LLC2,262$322K0.27%new13F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,258$322K0.02%013F-HRTimeline
WealthSpring Partners, LLC2,256$321K0.29%+213F-HRTimeline
SwitchPoint Financial Planning, LLC2,250$320K0.22%013F-HRTimeline
Founders Financial Alliance, LLC2,250$320K0.06%+50513F-HRTimeline
Heartland Bank & Trust Co2,247$320K0.07%new13F-HRTimeline
PROFFITT & GOODSON INC2,238$319K0.05%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,236$319K0.04%new13F-HRTimeline
Axis Wealth Partners, LLC2,234$318K0.17%+113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,234$318K0.03%013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC2,233$318K0.3%+9013F-HRTimeline
Baltimore-Washington Financial Advisors…2,229$317K0.01%+78713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,220$316K0.09%013F-HRTimeline
ALTFEST L J & CO INC2,219$316K0.03%+513F-HRTimeline
HEADINVEST, LLC2,210$315K0.06%+1313F-HRTimeline
G&S Capital LLC2,207$314K0.11%013F-HRTimeline
Grove Street Fiduciary, LLC2,206$314K0.14%013F-HRTimeline
TrustBankin group TrustBank2,202$314K0.12%013F-HRTimelineGroup
Francis Financial, Inc.2,199$313K0.06%013F-HRTimeline
Daybright Advisory Services, Inc.2,197$313K0.09%-11713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,081$310K0.05%+713F-HRTimeline
RKL Wealth Management LLC2,171$309K0.03%+113F-HRTimeline
Ruggiero Investments, Inc.2,166$309K0.3%-18013F-HRTimeline
Riverview Trust Co2,154$307K0.38%013F-HRTimeline
Texas Yale Capital Corp.2,141$305K0.01%-1513F-HRTimeline
Rialto Wealth Management, LLC2,140$305K0.07%+8313F-HRTimeline
Mason Investment Advisory Services, Inc.2,138$304K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,134$304K0.08%new13F-HRTimeline
Horizon Wealth Management, LLC2,120$302K0.04%-38813F-HRTimeline
GARRISON POINT ADVISORS, LLC2,107$300K0.14%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,015$300K0.02%new13F-HR/ATimeline
North Star Investment Management Corp.2,098$299K0.02%+1,10013F-HRTimeline
Cornerstone Wealth Management, LLC2,086$297K0.01%+14913F-HRTimeline
Davis Wealth Advisors, LLC2,085$297K0.25%-11813F-HRTimeline
Jacksonville Wealth Management, LLC2,083$297K0.2%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,081$296K0.02%013F-HRTimeline
SkyOak Wealth, LLC2,079$296K0.05%013F-HRTimeline
RCS Financial Planning, LLC2,064$294K0.15%-66013F-HRTimeline
Linscomb Wealth, Inc.2,050$292K0.01%+8413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,049$292K0.03%013F-HRTimeline
Passive Capital Management, LLC.2,048$292K0.09%013F-HRTimeline
Basecamp Wealth Advisors LLC2,048$292K0.06%new13F-HRTimeline
HUB Investment Partners, LLC2,047$292K0.01%-25213F-HRTimeline
Confluence Wealth Services, Inc.2,040$291K0.01%+1613F-HRTimeline
MYECFO, LLC2,030$289K0.12%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,029$289K0.03%013F-HRTimeline
Xcelsior Advisor Partners LLC2,028$289K0.11%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,020$288K0.02%+1613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,012$287K0.05%-56013F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV2,012$287K0.14%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,010$286K0.03%013F-HRTimeline
Arcadia Wealth Management, Inc.2,008$286K0.15%-3213F-HRTimeline
Coastal Bridge Advisors, LLC2,005$286K0.02%-4913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,003$285K<0.01%-10813F-HRTimelineGroup
VILLERE ST DENIS J & CO LLC2,000$285K0.03%-50013F-HRTimeline
Commonwealth Financial Services, LLC1,989$283K0.04%013F-HRTimeline
WealthTrust Axiom LLC1,985$283K0.07%+4813F-HRTimeline
Allen Capital Group, LLC1,977$282K0.03%+10613F-HRTimeline
Smith Salley Wealth Management1,966$280K0.01%013F-HRTimeline
Strategic Financial Planning, Inc.975$280K0.16%new13F-HRTimeline
Crumly & Associates Inc.1,965$280K0.06%013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC1,961$279K0.13%+1613F-HRTimeline
Next Level Wealth Planning, LLC1,954$278K0.14%+59313F-HRTimeline
Argyle Capital Partners, LLC1,950$278K0.2%-6213F-HRTimeline
Quotient Wealth Partners, LLC1,946$277K0.01%-713F-HRTimeline
FC Advisory LLC1,918$273K0.08%-11713F-HRTimeline
Key Financial Inc1,913$272K0.05%013F-HRTimeline
Westchester Capital Management, Inc.1,912$272K0.05%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,910$272K0.01%013F-HRTimeline
Lantz Financial LLC1,908$272K0.06%+5913F-HRTimeline
Carmel Capital Partners, LLC1,908$272K0.1%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,905$271K0.08%-713F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,783$271K0.15%013F-HRTimeline
Miller Financial Services LLC1,903$271K0.3%+11613F-HRTimeline
Goelzer Investment Management, Inc.1,898$270K0.01%013F-HRTimeline
Eagle Strategies LLC1,897$270K0.03%+1513F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,901$270K0.08%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,882$268K0.02%-9913F-HRTimeline
Beacon Capital Management, LLC1,874$267K0.05%+413F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,871$266K0.03%-1013F-HRTimeline
Raab & Moskowitz Asset Management LLC1,866$266K0.06%-11213F-HRTimeline
MidFirst Bank1,863$265K0.02%+1,14013F-HRTimeline
Goldenstone Wealth Management LLC1,861$265K0.19%+313F-HRTimeline
SEEDS INVESTOR LLC1,740$265K0.04%new13F-HRTimeline
SCRATCH CAPITAL LLC1,856$264K0.15%-2213F-HRTimeline
WJ Financial Advisors LLC1,847$263K0.21%new13F-HRTimeline
Tradewinds, LLC.1,665$263K0.08%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,842$262K0.01%013F-HRTimeline
Integrated Advisors Network LLC1,841$262K0.01%-8,26613F-HRTimeline
WFA of San Diego, LLC1,840$262K0.21%-2513F-HRTimeline
Vigil Wealth Management, LLC1,838$262K0.21%-9913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC1,817$259K0.15%013F-HRTimeline
Ignite Planners, LLC1,813$258K0.04%-4713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,729$257K<0.01%+1,37313F-HRTimeline
Rathbones Group PLC1,800$256K<0.01%013F-HR/ATimeline
Mayfair Advisory Group, LLC1,800$256K0.09%013F-HRTimeline
PLANNING DIRECTIONS INC1,796$256K0.13%-10313F-HRTimeline
Cornerstone Wealth Group, LLC1,647$254K0.02%-16,83513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,778$253K0.08%+213F-HRTimeline
McDonough Capital Management, Inc1,775$253K0.14%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,773$253K0.09%013F-HRTimelineGroup
EFG International AGin group EFG International AG1,765$251K0.01%new13F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC1,761$251K0.04%013F-HRTimeline
Sowell Financial Services LLC1,757$250K0.01%-30113F-HRTimeline
Pinnacle Financial Group, LLC / IL1,755$250K0.07%+213F-HRTimeline
Opal Wealth Advisors, LLC1,754$250K0.06%new13F-HRTimeline
Allred Capital Management, LLC1,753$250K0.09%013F-HRTimeline
Wealth Quarterback LLC1,752$250K0.1%new13F-HRTimeline
Wealth Management Partners, LLC1,752$250K0.07%013F-HRTimeline
BAILARD, INC.1,750$249K0.01%013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC1,741$248K0.06%13F-HRTimeline
Nova R Wealth, Inc.1,741$248K0.08%-813F-HRTimeline
Sound Income Strategies, LLC1,726$248K0.01%+4813F-HRTimeline
Wrenne Financial Planning LLC1,738$248K0.1%-4713F-HRTimeline
McAdam, LLC1,735$247K0.01%new13F-HRTimeline
NVWM, LLC1,735$247K0.06%013F-HRTimeline
Wealth Dimensions Group, Ltd.1,732$247K0.05%-1313F-HRTimeline
WealthCare Investment Partners, LLC1,709$246K0.07%+30113F-HRTimeline
Glassman Wealth Services1,725$246K0.03%013F-HRTimeline
Accel Wealth Management1,725$246K0.06%013F-HRTimeline
LRI Investments, LLC1,717$245K0.02%-38813F-HRTimeline
tru Independence LLC1,717$245K0.12%+113F-HRTimeline
Perennial Investment Advisors, LLC1,714$244K0.02%-58313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,712$244K0.01%new13F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.1,711$244K0.01%013F-HRTimeline
Heritage Investment Group, Inc.1,700$242K0.04%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,696$242K0.09%+9813F-HRTimeline
Northern Capital Management, Inc.1,696$242K0.12%013F-HRTimeline
Holos Integrated Wealth LLC1,671$241K0.12%new13F-HRTimeline
BostonPremier Wealth LLC1,692$241K0.12%+413F-HRTimeline
Center for Financial Planning, Inc.1,690$241K0.03%013F-HRTimeline
TRUST POINT INC.1,680$239K0.02%-36713F-HRTimeline
Seven Springs Wealth Group, LLC1,675$239K0.06%+1013F-HRTimeline
ETF Store, Inc.1,673$238K0.23%+413F-HRTimeline
Retirement Solution LLC1,672$238K0.06%+313F-HRTimeline
4J Wealth Management LLC1,664$237K0.13%-24513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,651$235K-2,037Timeline
Invst, LLC1,650$235K0.03%-8,99713F-HRTimeline
SITTNER & NELSON, LLC1,645$234K0.09%013F-HRTimeline
Eaton Financial Holdings Company, LLC1,630$232K0.08%new13F-HRTimeline
Clarity Capital Advisors, LLC1,630$232K0.11%013F-HRTimeline
Destination Wealth Management1,628$232K0.01%+7713F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,625$231K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,624$231K0.07%+25413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC1,619$231K0.09%013F-HRTimeline
Operose Advisors LLC1,617$230K0.05%+313F-HRTimeline
Legacy Edge Advisors, LLC1,616$230K0.02%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,613$230K0.01%+13213F-HRTimeline
TSG Advice Partners, LLC1,612$230K0.03%+313F-HRTimeline
Bell Bank1,612$230K0.01%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,600$230K0.04%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,600$228K0.04%013F-HRTimeline
Johnson Financial Group, LLC1,600$228K0.02%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC1,600$228K0.04%013F-HRTimeline
Trademark Financial Management, LLC1,595$227K0.11%-35613F-HRTimeline
Anchor Investment Management, LLC1,587$226K0.02%+47513F-HRTimeline
Fortune Financial Group, Inc.1,587$226K0.2%013F-HRTimeline
Alpha Financial Advisors, LLC1,577$225K0.07%013F-HRTimeline
Range Financial Group LLC1,564$223K0.07%-26113F-HRTimeline
Equita Financial Network, Inc.1,563$223K0.07%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,561$222K0.03%new13F-HRTimeline
GatePass Capital, LLC1,561$222K0.11%+413F-HRTimeline
COFG Advisors, LLC1,561$222K0.05%+413F-HRTimeline
Signal Advisors Wealth, LLC1,559$222K0.02%new13F-HRTimeline
Global Financial Private Client, LLC1,549$221K0.07%013F-HRTimeline
RWA WEALTH PARTNERS, LLC1,539$219K<0.01%new13F-HRTimeline
Braeburn Wealth Management LLC1,538$219K0.13%-2113F-HRTimeline
Clarity Wealth Advisors, LLC1,534$218K0.04%-8313F-HRTimeline
Old North State Trust, LLC1,534$218K0.13%new13F-HRTimeline
Sterling Investment Counsel, LLC1,530$218K0.06%-23313F-HRTimeline
Measured Wealth Private Client Group, L…1,529$218K0.06%013F-HRTimeline
Napier Financial, LLC1,525$217K0.05%new13F-HRTimeline
Waterfront Wealth Inc.1,517$216K0.04%013F-HRTimeline
Trilogy Capital Inc.1,513$215K0.01%-12313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,512$215K0.07%013F-HRTimeline
Horizon Investment Services, LLC1,503$214K0.07%013F-HRTimeline
Disciplined Investments, LLC1,501$214K0.08%-5013F-HRTimeline
LCNB CORP1,500$214K0.07%013F-HRTimeline
WMS Group LLC1,500$214K0.31%-7013F-HRTimeline
Laraway Financial Advisors Inc1,496$213K0.15%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,493$213K<0.01%+313F-HRTimelineGroup
Lincoln Capital LLC1,490$212K0.04%-2413F-HRTimeline
J.E. Simmons & Co., P.C.1,488$212K0.14%-1613F-HRTimeline
FIDELITY D & D BANCORP INC1,482$211K0.08%+3713F-HRTimeline
Griffith & Werner, Inc.1,480$211K0.1%-613F-HRTimeline
Keebeck Wealth Management1,477$210K0.02%013F-HRTimeline
NerdWallet Wealth Partners, LLC1,477$210K0.09%-2413F-HRTimeline
Wealth Care LLC1,476$210K0.19%13F-HRTimeline
FAGAN ASSOCIATES, INC.1,462$208K0.03%013F-HRTimeline
Tudor Financial Inc.1,459$208K0.11%+2013F-HR/ATimeline
KWB Wealth1,395$207K0.02%013F-HRTimeline
Welch & Forbes LLC1,456$207K<0.01%013F-HRTimeline
Clear Trail Advisors, LLC1,453$207K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,449$206K<0.01%-1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pacific Excel Wealth Advisors, Inc.1,438$205K0.22%new13F-HRTimeline
Frederick Financial Consultants, LLC1,438$205K0.1%-10813F-HRTimeline
Kilter Group LLC1,432$204K0.09%013F-HRTimeline