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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,464 managers (1,476 13F filers) reported a position in ITOT shares at 2025-06-30, 317,475,139 shares in all. 121 filers opened a position and 73 filers sold out during the quarter.

Managers
1,464
13F filers
1,476
New
121
Added
558
Reduced
492
Sold out
73
Shares held by filers
317,475,139

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Promus Capital, LLC200$27K0.02%013F-HR/ATimeline
CVA Family Office, LLC196$26.5K<0.01%013F-HRTimeline
Fortitude Family Office, LLC192$25.9K0.01%+113F-HRTimeline
Essential Partners LLC186$25.1K0.01%13F-HRTimeline
MCF Advisors LLC175$23.6K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC173$23.4K0.01%013F-HRTimeline
PFS Partners, LLC173$23.4K0.01%+113F-HRTimeline
DHJJ Financial Advisors, Ltd.172$23.2K0.01%new13F-HRTimeline
Moser Wealth Advisors, LLC171$23.1K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.170$23K0.01%+5113F-HRTimeline
Princeton Global Asset Management LLC170$22.9K<0.01%+113F-HRTimeline
Fourth Dimension Wealth, LLC165$22.3K0.01%-10013F-HRTimeline
Valued Wealth Advisors LLC162$21.9K0.01%-2313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC151$20.4K0.01%013F-HRTimeline
2UniFi Bank151$20.4K0.01%-4413F-HRTimeline
Stuart Chaussee & Associates, Inc.149$20.1K<0.01%013F-HRTimeline
Robinswood Financial LLC141$19.1K0.01%+113F-HRTimeline
FIRST FINANCIAL CORP /IN/140$18.9K0.01%-43313F-HRTimeline
Team Financial Group, LLC139$18.8K0.01%new13F-HRTimeline
DecisionPoint Financial, LLC139$18.8K<0.01%-26913F-HRTimeline
Cheviot Value Management, LLC121$16.8K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.112$15.1K<0.01%013F-HRTimeline
City State Bank112$15.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc111$15K<0.01%013F-HRTimeline
Biltmore Family Office, LLC105$14.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.101$14K0.01%-2,08813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.100$13.5K<0.01%013F-HRTimeline
Missouri Trust & Investment Co100$13.5K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC90$12.2K<0.01%-6413F-HRTimeline
Cardinal Strategic Wealth Guidance88$11.9K<0.01%013F-HRTimeline
Transce3nd, LLC88$11.9K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC84$11.3K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.81$10.9K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC79$10.7K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC77$10.4K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.74$10K0.01%13F-HRTimeline
Graney & King, LLC66$8.96K0.01%013F-HRTimeline
Legacies Wealth LLC66$8.91K0.01%013F-HRTimeline
Cornerstone Planning Group LLC63$8.63K<0.01%-32113F-HRTimeline
Iron Horse Wealth Management, LLC63$8.51K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC63$8.51K0.01%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC58$7.83K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC58$7.83K<0.01%+4513F-HRTimeline
Roxbury Financial LLC55$7.44K0.01%-3013F-HRTimeline
American Capital Advisory, LLC54$7.35K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC55$7K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV49$7K<0.01%-4013F-HRTimeline
Wagner Wealth Management, LLC50$6.75K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC49$6.62K0.14%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.48$6.48K<0.01%013F-HRTimeline
Painted Porch Advisors LLC45$6.08K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…43$5.83K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC34$4.59K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc31$4.19K<0.01%013F-HRTimeline
Pandora Wealth, Inc.31$4.19K<0.01%013F-HRTimeline
Olistico Wealth, LLC22$2.97K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC18$2.43K<0.01%+1213F-HRTimeline
WEST PACES ADVISORS INC.18$2.43K<0.01%013F-HRTimeline
CGC Financial Services, LLC12$1.64K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC12$1.62K<0.01%013F-HRTimeline
Founders Capital Management5$720<0.01%013F-HRTimeline
1922 Investment Co LLCin group 1922 Investment Co LLC5$6350.02%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Legend Financial Advisors, Inc.3$405<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.