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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,700 managers (1,720 13F filers) reported a position in ITOT shares at 2026-06-30, 374,297,698 shares in all. 148 filers opened a position and 53 filers sold out during the quarter.

Managers
1,700
13F filers
1,720
New
148
Added
602
Reduced
579
Sold out
53
Shares held by filers
374,297,698

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
J.E. Simmons & Co., P.C.1,479$243K0.14%-913F-HRTimeline
Advisory Solutions Group, LLC1,478$243K0.08%13F-HRTimeline
Keebeck Wealth Management1,477$243K0.02%013F-HRTimeline
Wealth Care LLC1,476$242K0.2%013F-HRTimeline
Annex Advisory Services, LLC1,476$242K<0.01%new13F-HRTimeline
Clarity Wealth Advisors, LLC1,474$242K0.04%-6013F-HRTimeline
FAGAN ASSOCIATES, INC.1,462$240K0.03%013F-HRTimeline
Welch & Forbes LLC1,456$239K<0.01%013F-HRTimeline
Clear Trail Advisors, LLC1,453$239K0.04%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,449$238K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FULTON BREAKEFIELD BROENNIMAN LLC1,444$237K0.01%-1,25013F-HRTimeline
Buck Wealth Strategies, LLC1,438$236K0.02%new13F-HRTimeline
Frederick Financial Consultants, LLC1,438$236K0.1%013F-HRTimeline
Kilter Group LLC1,432$235K0.09%013F-HRTimeline
PKS Advisory Services, LLC1,424$234K0.04%new13F-HRTimeline
West Branch Capital LLC1,422$234K0.05%013F-HRTimeline
Magnus Financial Group LLC1,420$233K0.02%+313F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC1,408$231K0.06%013F-HRTimeline
BURNEY CO/1,406$231K0.01%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,403$230K0.02%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,399$230K0.01%-4,23713F-HRTimeline
KWB Wealth1,396$229K0.02%+113F-HRTimeline
Antonelli Financial Advisors, LLC1,395$229K0.16%new13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,394$229K0.03%new13F-HRTimeline
Torrey-Payne Wealth Management, LLC1,391$228K0.19%-4013F-HRTimeline
FIRST MERCHANTS CORP1,389$228K0.01%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,389$228K0.07%new13F-HRTimeline
Lincoln Capital LLC1,386$228K0.04%-10413F-HRTimeline
Shared Vision Wealth Group LLC1,382$227K0.08%new13F-HRTimeline
Gallacher Capital Management LLC1,381$227K0.13%new13F-HRTimeline
Community Financial Services Group, LLC1,376$226K0.03%013F-HRTimeline
Laraway Financial Advisors Inc1,372$225K0.14%-12413F-HRTimeline
Alhambra Investment Management LLC1,371$225K0.1%new13F-HRTimeline
Richwood Investment Advisors, LLC1,366$224K0.16%new13F-HRTimeline
Van Diest Capital, LLC1,365$224K0.2%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,367$224K0.03%new13F-HRTimeline
Anson Capital, Inc.1,357$223K0.15%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,356$223K0.17%013F-HRTimeline
Xena Financial Planning, LLC1,355$223K0.21%new13F-HRTimeline
Connecticut Wealth Management, LLC1,353$222K0.01%new13F-HRTimeline
Spartan Wealth Advisory Services LLC1,351$222K0.02%new13F-HRTimeline
Sepio Capital, LP1,345$221K0.01%new13F-HRTimeline
Meritas Wealth Management, LLC1,345$221K0.09%new13F-HRTimeline
RESTON WEALTH MANAGEMENT LLC1,345$221K0.06%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC1,341$220K0.06%new13F-HRTimeline
Tradition Wealth Management, LLC1,340$220K0.01%new13F-HRTimeline
TI-TRUST, INC1,338$220K0.12%new13F-HRTimeline
Bryant Woods Investment Advisors, LLC1,336$220K0.06%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,334$219K<0.01%+63713F-HRTimelineGroup
Independence Bank of Kentucky1,331$219K0.02%013F-HRTimeline
BSW Wealth Partners1,329$218K0.02%new13F-HRTimeline
LRI Investments, LLC1,329$218K0.02%-38813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,325$217K0.02%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,323$217K0.07%new13F-HRTimeline
Ellevest, Inc.1,342$217K0.03%new13F-HRTimeline
Commerce Advisors, LLC1,315$216K0.12%new13F-HRTimeline
ADIRONDACK TRUST CO1,312$216K0.06%013F-HRTimeline
NATURAL INVESTMENTS, LLC1,311$215K0.05%new13F-HRTimeline
Team Hewins, LLC1,308$215K0.06%-1,27513F-HRTimeline
Portland Global Advisors LLC1,306$215K0.02%new13F-HRTimeline
Affinity Capital Advisors, LLC1,299$214K0.03%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC1,304$214K0.13%new13F-HRTimeline
Silver Lake Advisory, LLC1,300$214K0.08%new13F-HRTimeline
Ipswich Investment Management Co., Inc.1,300$214K0.05%new13F-HRTimeline
DV Trading LLC1,300$214K0.02%-9,85713F-HRTimeline
BLALOCK WILLIAMS, LLC1,299$213K0.14%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management1,291$212K<0.01%new13F-HRTimelineGroup
BURLING WEALTH PARTNERS, LLC1,290$212K0.03%new13F-HRTimeline
Strathmore Capital Advisors, Inc.1,290$212K0.06%new13F-HRTimeline
Alliance Wealth Advisors, LLC1,287$211K0.08%new13F-HRTimeline
FC Advisory LLC1,281$210K0.06%-63713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,279$210K0.02%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,278$210K0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC1,293$209K0.02%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,270$209K0.01%new13F-HRTimeline
Platform Technology Partners1,267$208K0.03%new13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding1,267$208K-445Timeline
TrueWealth Advisors, LLC1,266$208K0.05%new13F-HRTimeline
Total Wealth Planning & Management, Inc.1,261$207K0.15%new13F-HRTimeline
Balboa Wealth Partners1,258$207K0.03%new13F-HRTimeline
Trademark Financial Management, LLC1,257$206K0.08%-33813F-HRTimeline
Members Trust Co1,253$206K0.01%new13F-HRTimeline
Capital Asset Managemnet, LLC1,251$206K0.46%-1,28913F-HRTimeline
LEE DANNER & BASS INC1,251$206K0.01%new13F-HRTimeline
WHITE PINE CAPITAL LLC1,251$206K0.05%new13F-HRTimeline
PARK NATIONAL CORP /OH/1,250$205K0.01%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co1,249$205K0.01%new13F-HRTimeline
David J Yvars Group1,248$205K0.1%new13F-HRTimeline
Johnson Wealth Management, LLC1,247$205K0.09%new13F-HRTimeline
WealthPLAN Partners, LLC1,241$204K0.04%new13F-HRTimeline
Wiser Wealth Management, Inc1,240$204K0.04%new13F-HRTimeline
Tudor Financial Inc.1,239$203K0.09%-22013F-HR/ATimeline
Integrity Wealth Solutions LLC1,238$203K0.08%new13F-HRTimeline
SMITH, MOORE & CO.1,238$203K0.01%new13F-HRTimeline
Peregrine Asset Advisers, Inc.1,236$203K0.04%new13F-HRTimeline
SYM FINANCIAL Corp1,234$203K0.02%-2213F-HRTimeline
Capstone Wealth Management, Inc.1,228$202K0.15%new13F-HRTimeline
Corsicana & Co.1,224$201K0.1%-3813F-HRTimeline
Firestone Capital Management1,223$201K0.04%new13F-HRTimeline
HTG Investment Advisors, Inc.1,223$201K0.05%new13F-HRTimeline
Cornerstone Wealth, LLC/TN1,213$201K0.1%new13F-HRTimeline
Virtue Capital Management, LLC1,221$201K0.03%new13F-HRTimeline
Cohalo Advisory LLC1,219$200K12.12%new13F-HRTimeline
Azimuth Capital Investment Management L…1,219$200K0.01%new13F-HRTimeline
United Community Bankin group United Community Bank1,214$199K0.06%013F-HRTimelineGroup
Millstone Evans Group, LLC1,194$196K0.11%013F-HRTimeline
West Financial Advisors, LLC1,175$193K0.03%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,144$188K0.02%013F-HRTimeline
Core Alternative Capital1,120$184K0.06%013F-HRTimeline
PITTENGER & ANDERSON INC1,099$181K0.01%+9513F-HRTimeline
Financial Perspectives, Inc1,061$174K0.04%+113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,043$171K0.01%+14313F-HRTimelineGroup
Mill Capital Management, LLC1,034$170K0.01%013F-HRTimeline
Perkins Coie Trust Co1,020$168K0.03%013F-HRTimeline
3Chopt Investment Partners, LLC1,000$164K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…990$162K<0.01%-1013F-HRTimeline
Pacific Center for Financial Services985$162K0.04%013F-HRTimeline
Atlantic Edge Private Wealth Management…982$161K0.03%013F-HRTimeline
Register Financial Advisors LLC979$161K0.05%+313F-HRTimeline
Decker Retirement Planning Inc.959$158K0.05%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp938$154K0.01%013F-HRTimelineGroup
INVESTMENT COUNSEL CO OF NEVADA928$152K0.28%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …900$148K0.02%13F-HRTimelineGroup
NI ACQUISITIONS COMPANY, LLC890$146K0.06%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC858$141K0.01%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…842$138K0.04%013F-HRTimeline
NVWM, LLC831$137K0.03%-90413F-HRTimeline
Frazier Financial Advisors, LLC813$133K0.07%-2113F-HRTimeline
Westend Capital Management, LLC805$132K0.03%-10813F-HRTimeline
Gunpowder Capital Management, LLC dba O…777$128K0.09%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC767$126K0.07%+413F-HRTimeline
Rossby Financial, LCC756$124K0.02%+3313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA736$121K<0.01%013F-HRTimelineGroup
Your Advocates Ltd., LLP727$119K0.03%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC721$118K0.01%+113F-HRTimeline
DUNCKER STREETT & CO INC717$118K0.02%013F-HRTimeline
Holos Integrated Wealth LLC709$116K0.05%-96213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC708$116K0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC700$115K<0.01%new13F-HRTimeline
First PREMIER Bank686$113K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC687$113K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC683$112K0.07%013F-HRTimeline
BALLAST ADVISORS LLC648$106K0.03%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC645$106K0.01%new13F-HRTimeline
Graney & King, LLC640$105K0.04%+57313F-HRTimeline
Signature Equity Partners, LLC637$105K0.05%013F-HRTimeline
Meramec Financial Planners, LLC638$103K0.04%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV627$103K0.03%013F-HRTimeline
Synergy Investment Management, LLC612$100K0.02%-11213F-HRTimeline
Orion Capital Management LLC612$100K0.03%+3413F-HRTimeline
Mowery & Schoenfeld Wealth Management, …606$99.5K0.14%+20313F-HRTimeline
EASTERN BANK605$99.4K<0.01%-713F-HRTimeline
Triumph Capital Management601$98.7K0.02%-39913F-HRTimeline
CNB Bank600$98.6K0.04%013F-HRTimeline
StrongBox Wealth, LLC598$98.2K0.03%new13F-HRTimeline
Crews Bank & Trust589$96.8K0.01%+5913F-HRTimeline
Rice Partnership, LLC587$96.4K0.01%013F-HRTimeline
Redwood Park Advisors LLC586$96.3K0.07%+10513F-HRTimeline
Hurley Capital, LLC580$95.3K0.05%+213F-HRTimeline
Reyes Financial Architecture, Inc.576$94.6K0.05%-9713F-HRTimeline
Financial Network Wealth Advisors LLC574$94.3K0.1%+313F-HRTimeline
AMERIFLEX GROUP, INC.568$93.4K0.04%+8613F-HRTimeline
Pacifica Partners Inc.551$90.2K0.03%013F-HRTimeline
NFSG Corp518$85.1K0.01%-1913F-HRTimeline
TRUST CO OF VERMONT518$85.1K<0.01%13F-HRTimeline
Prosperity Bancshares Inc512$84.1K0.05%-5313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC510$83.8K0.04%013F-HRTimeline
LFA - Lugano Financial Advisors SA497$81.6K0.05%013F-HRTimeline
Bay Harbor Wealth Management, LLC488$80.2K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding481$79K-2,549Timeline
Longview Financial Advisors LLC480$78.8K0.04%013F-HRTimeline
Quent Capital, LLC479$78.7K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC473$77.7K0.06%013F-HRTimeline
Strategic Wealth Partners, Ltd.453$74.4K<0.01%-1313F-HRTimeline
Copia Wealth Management450$73.9K0.04%013F-HRTimeline
Fairman Group, LLC449$73.8K0.06%013F-HRTimeline
Basepoint Wealth LLC449$73.7K0.04%+113F-HRTimeline
Breakwater Investment Management442$72.6K0.02%013F-HRTimeline
CBIZ Investment Advisory Services, LLC500$71.2K<0.01%013F-HRTimeline
Main Street Group, LTD417$68.4K0.02%013F-HRTimeline
Winch Advisory Services, LLC416$68.3K0.01%+113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK412$67.7K0.03%new13F-HRTimeline
Daytona Street Capital LLC400$66.2K0.05%013F-HRTimeline
Regatta Research & Money Management393$64.5K0.06%13F-HRTimeline
GoalVest Advisory LLC390$64.1K0.01%-4013F-HRTimeline
Key Capital Management, INC387$63.6K0.03%-2513F-HRTimeline
United Financial Planning Group LLC387$63.6K0.03%-7713F-HRTimeline
SJS Investment Consulting Inc.378$62.1K0.01%-9013F-HRTimeline
VALLEY NATIONAL ADVISERS INC370$60.8K0.01%013F-HRTimeline
Activest Wealth Management355$58.3K0.01%013F-HRTimeline
Paladin Advisory Group, LLC345$56.7K0.04%013F-HRTimeline
IAG Wealth Partners, LLC345$56.7K0.01%013F-HRTimeline
Capital Investment Counsel, Inc342$56.2K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.335$55K0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC333$54.7K0.04%-72113F-HRTimeline
Timmons Wealth Management, LLC321$52.8K0.04%+113F-HRTimeline
Integrity Financial Corp /WA310$51K0.02%013F-HRTimeline
JPL Wealth Management, LLC304$49.9K0.01%013F-HRTimeline
First Pacific Financial301$49.4K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners300$49.3K0.01%new13F-HRTimelineGroup