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ITOT ISHARES TR

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SHS (fund)

1,420 managers (1,433 13F filers) reported a position in ITOT shares at 2024-12-31, 303,506,269 shares in all. 94 filers opened a position and 47 filers sold out during the quarter.

Managers
1,420
13F filers
1,433
New
94
Added
470
Reduced
486
Sold out
47
Shares held by filers
303,506,269

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Painted Porch Advisors LLC45$5.79K<0.01%-6613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…43$5.53K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC32$4.12K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc31$3.99K<0.01%013F-HRTimeline
Sound Financial Strategies Group, LLC31$3.99K<0.01%new13F-HRTimeline
HM PAYSON & CO28$3.57K<0.01%new13F-HRTimeline
Register Financial Advisors LLC26$3.38K<0.01%013F-HRTimeline
WASHINGTON TRUST Co26$3.34K<0.01%013F-HRTimeline
Olistico Wealth, LLC22$2.83K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.19$2.44K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.18$2.31K<0.01%013F-HRTimeline
CGC Financial Services, LLC12$1.56K<0.01%013F-HRTimeline
Ball & Co Wealth Management Inc.8$1K<0.01%13F-HRTimeline
Founders Capital Management5$682<0.01%013F-HRTimeline
1922 Investment Co LLCin group 1922 Investment Co LLC5$6410.02%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Legend Financial Advisors, Inc.3$386<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2$2950.03%-2,45513F-HRTimeline
Main Street Group, LTD2$258<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.1$127<0.01%013F-HRTimeline
Legacy Financial Group LLC31,017$3.99B-74213F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.