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ITOT ISHARES TR

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SHS (fund)

1,425 managers (1,436 13F filers) reported a position in ITOT shares at 2025-03-31, 312,672,818 shares in all. 88 filers opened a position and 76 filers sold out during the quarter.

Managers
1,425
13F filers
1,436
New
88
Added
554
Reduced
489
Sold out
76
Shares held by filers
312,672,818

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
IMG Wealth Management, Inc.48$5.86K0.01%new13F-HRTimeline
Painted Porch Advisors LLC45$5.49K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…43$5.26K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC34$4.15K<0.01%new13F-HRTimeline
Davis Capital Management32$3.94K<0.01%-3513F-HRTimeline
HWG Holdings LP32$3.9K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc31$3.78K<0.01%013F-HRTimeline
Pandora Wealth, Inc.31$3.78K<0.01%13F-HRTimeline
HM PAYSON & CO28$3.39K<0.01%013F-HRTimeline
WASHINGTON TRUST Co26$3.17K<0.01%013F-HRTimeline
Olistico Wealth, LLC22$2.68K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.19$2.32K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.18$2.2K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC13$1.59K<0.01%new13F-HRTimeline
CGC Financial Services, LLC12$1.48K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC12$1.46K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC6$732<0.01%-15013F-HRTimeline
Founders Capital Management5$648<0.01%013F-HRTimeline
one8zero8, LLC3$366<0.01%new13F-HRTimeline
Main Street Group, LTD2$245<0.01%013F-HRTimeline
Raleigh Capital Management Inc.2$185<0.01%-33113F-HRTimeline
Ruedi Wealth Management, Inc.1$121<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-35,53613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Hughes Financial Services, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$47.1K-36513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.