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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,509 managers (1,523 13F filers) reported a position in ITOT shares at 2025-09-30, 334,291,678 shares in all. 99 filers opened a position and 47 filers sold out during the quarter.

Managers
1,509
13F filers
1,523
New
99
Added
527
Reduced
539
Sold out
47
Shares held by filers
334,291,678

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Fairman Group, LLC447$65.1K0.05%+213F-HRTimeline
Richardson Capital Management LLC445$64.8K0.03%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …442$64.4K0.11%-4013F-HRTimeline
Breakwater Investment Management442$64.4K0.02%013F-HRTimeline
Towne Trust Company, N.A434$63.2K0.02%+18413F-HRTimeline
Abich Financial Wealth Management LLC428$62.3K0.02%13F-HRTimeline
Hurley Capital, LLC424$61.8K0.03%013F-HRTimeline
Evergreen Private Wealth LLC420$61.2K0.02%013F-HRTimeline
Winch Advisory Services, LLC415$60.4K0.01%+213F-HRTimeline
Financial Connections Group, Inc.392$57K0.02%013F-HRTimeline
Alexis Investment Partners, LLC378$55.1K0.02%new13F-HRTimeline
Hilltop National Bank367$53.5K0.01%013F-HRTimeline
CURIO WEALTH, LLC366$53.4K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC370$53K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…356$52.3K<0.01%-15013F-HRTimeline
Vermillion & White Wealth Management Gr…347$50.6K0.03%+113F-HRTimeline
Realta Investment Advisors346$50.5K0.02%-6613F-HRTimeline
IAG Wealth Partners, LLC345$50.2K0.01%013F-HRTimeline
Wells Financial Advisors INC320$46.6K0.06%013F-HRTimeline
Integrity Financial Corp /WA309$44.9K0.02%+113F-HRTimeline
Cape Investment Advisory, Inc.304$44.3K0.04%-10813F-HRTimeline
JPL Wealth Management, LLC304$44.3K0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…301$43.9K0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.300$43.7K0.03%-2013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC299$43.5K<0.01%-1113F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.299$43.5K0.03%+1713F-HRTimeline
American Wealth Advisors, LLC296$43.1K0.04%13F-HRTimeline
Pflug Koory, LLC294$42.8K0.02%+113F-HRTimeline
High Note Wealth, LLC283$41.2K0.01%-18113F-HRTimeline
Lowe Wealth Advisors, LLC281$40.9K0.01%013F-HRTimeline
Glassy Mountain Advisors, Inc.281$40.9K0.01%new13F-HRTimeline
Paladin Advisory Group, LLC273$39.8K0.03%013F-HRTimeline
Kimelman & Baird, LLC269$39.2K<0.01%013F-HRTimeline
TRUST CO OF VERMONT263$38.3K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners246$35.9K<0.01%-2213F-HRTimelineGroup
Main Street Group, LTD227$33.1K0.01%-7413F-HRTimeline
Noble Wealth Management PBC227$33.1K0.02%13F-HRTimeline
Front Row Advisors LLC224$32.6K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…210$30.6K0.03%013F-HRTimeline
Financial Life Planners204$29.8K0.02%new13F-HRTimeline
BALLAST ADVISORS LLC204$29.7K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.200$29.1K0.01%013F-HRTimeline
Promus Capital, LLC200$29.1K0.02%013F-HRTimeline
United Financial Planning Group LLC167$28.7K0.02%13F-HRTimeline
CVA Family Office, LLC196$28.5K<0.01%013F-HRTimeline
Fortitude Family Office, LLC194$28.3K0.01%+213F-HRTimeline
Essential Partners LLC186$27.1K0.01%013F-HRTimeline
Cornerstone Planning Group LLC181$26.9K<0.01%+11813F-HRTimeline
MCF Advisors LLC175$25.5K<0.01%013F-HRTimeline
PFS Partners, LLC173$25.3K0.01%013F-HRTimeline
Global Trust Asset Management, LLC173$25.2K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.172$25.1K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.171$24.9K0.01%+113F-HRTimeline
Princeton Global Asset Management LLC170$24.8K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC165$24K0.01%013F-HRTimeline
Valued Wealth Advisors LLC162$23.6K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.157$22.9K0.01%-5213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC152$22.1K0.01%+113F-HRTimeline
2UniFi Bank151$22K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.149$21.7K<0.01%013F-HRTimeline
City State Bank145$21.1K0.01%+3313F-HRTimeline
Robinswood Financial LLC141$20.6K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/140$20.4K0.01%013F-HRTimeline
Team Financial Group, LLC140$20.3K0.01%+113F-HRTimeline
DecisionPoint Financial, LLC139$20.3K<0.01%013F-HRTimeline
Park Square Financial Group, LLC133$19.4K0.08%-26213F-HRTimeline
Cheviot Value Management, LLC115$17.3K<0.01%-613F-HRTimeline
Jackson Hole Capital Partners, LLC114$16.6K<0.01%new13F-HRTimeline
Versant Capital Management, Inc111$16.2K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.100$14.6K<0.01%013F-HRTimeline
Missouri Trust & Investment Co100$14.6K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC90$13.2K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC84$12.2K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC85$12K0.01%new13F-HRTimeline
Creative Capital Management Investments…82$11.9K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.81$11.8K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC80$11.7K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC79$11.5K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC77$11.2K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.74$10.8K0.01%013F-HR/ATimeline
Graney & King, LLC67$9.7K0.01%+113F-HRTimeline
Legacies Wealth LLC66$9.61K0.01%013F-HRTimeline
Cardinal Strategic Wealth Guidance63$9.18K<0.01%-2513F-HRTimeline
Family Legacy Financial Solutions, LLC63$9.18K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC58$8.45K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC58$8.45K<0.01%013F-HRTimeline
Roxbury Financial LLC55$8.03K0.01%013F-HRTimeline
American Capital Advisory, LLC54$7.93K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.52$7.57K<0.01%-90413F-HRTimeline
ROSS\JOHNSON & Associates LLC49$7.14K0.13%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV49$7K<0.01%013F-HR/ATimeline
Koesten, Hirschmann & Crabtree, INC.48$6.99K<0.01%013F-HRTimeline
Painted Porch Advisors LLC45$6.55K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…43$6.31K<0.01%013F-HRTimeline
GGM Financial LLC41$6.04K<0.01%new13F-HRTimeline
Quent Capital, LLC40$5.88K<0.01%new13F-HRTimeline
Activest Wealth Management36$5.24K<0.01%new13F-HRTimeline
Davis Capital Management32$4.7K<0.01%13F-HRTimeline
Bell Investment Advisors, Inc31$4.52K<0.01%013F-HRTimeline
Pandora Wealth, Inc.31$4.51K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.30$4K<0.01%-7113F-HRTimeline
Richard W. Paul & Associates, LLC22$3.2K<0.01%+413F-HRTimeline
WEST PACES ADVISORS INC.18$2.62K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC14$2.08K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC12$1.75K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC10$1.46K<0.01%new13F-HRTimeline
Founders Capital Management5$779<0.01%013F-HRTimeline
1922 Investment Co LLCin group 1922 Investment Co LLC3$4550.01%-213F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Quaker Wealth Management, LLC1$146<0.01%new13F-HRTimeline