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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,635 managers (1,650 13F filers) reported a position in ITOT shares at 2025-12-31, 341,287,389 shares in all. 92 filers opened a position and 63 filers sold out during the quarter.

Managers
1,635
13F filers
1,650
New
92
Added
553
Reduced
545
Sold out
63
Shares held by filers
341,287,389

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Kilter Group LLC1,432$213K0.09%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,431$213K0.03%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC1,429$212K0.14%013F-HRTimeline
Sterling Wealth Management, Inc.1,428$212K0.06%+213F-HRTimeline
WealthCare Investment Partners, LLC1,408$210K0.06%new13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC1,408$209K0.06%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,403$209K0.02%013F-HRTimeline
KWB Wealth1,395$207K0.02%new13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,394$207K0.04%013F-HRTimeline
Antonelli Financial Advisors, LLC1,395$207K0.14%013F-HRTimeline
FIRST MERCHANTS CORP1,389$207K0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,389$207K0.07%013F-HRTimeline
Richwood Investment Advisors, LLC1,366$206K0.15%-16013F-HRTimeline
Payne Capital Management, LLC1,388$206K0.07%new13F-HRTimeline
Tradition Wealth Management, LLC1,385$206K0.01%+513F-HRTimeline
SVRN Asset Management, LLC1,380$205K0.17%13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,377$205K0.18%-913F-HRTimeline
BURNEY CO/1,375$204K0.01%013F-HRTimeline
Parker Investment Management, LLC1,372$204K0.03%new13F-HRTimeline
Gallacher Capital Management LLC1,372$204K0.08%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,370$204K0.06%+38213F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,367$203K0.05%-11113F-HRTimeline
United Community Bankin group United Community Bank1,362$203K0.08%+14813F-HRTimelineGroup
Next Level Wealth Planning, LLC1,361$202K0.11%new13F-HRTimeline
Xena Financial Planning, LLC1,355$201K0.24%13F-HRTimeline
Stark Wealth Management LLC1,353$201K0.76%new13F-HRTimeline
Alhambra Investment Management LLC1,351$201K0.09%new13F-HRTimeline
Connecticut Wealth Management, LLC1,347$200K0.01%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,347$200K0.07%new13F-HRTimeline
RESTON WEALTH MANAGEMENT LLC1,346$200K0.06%-2,17813F-HRTimeline
HHM Wealth Advisors, LLC1,346$200K0.02%-3,38513F-HRTimeline
Independence Bank of Kentucky1,331$198K0.02%013F-HRTimeline
ADIRONDACK TRUST CO1,312$195K0.06%013F-HRTimeline
SYM FINANCIAL Corp1,256$187K0.02%013F-HRTimeline
Compass Financial Services Inc1,195$178K0.08%+413F-HRTimeline
Millstone Evans Group, LLC1,194$178K0.1%-11113F-HRTimeline
West Financial Advisors, LLC1,175$175K0.03%013F-HRTimeline
Corsicana & Co.1,159$172K0.1%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,144$170K0.02%013F-HRTimeline
Core Alternative Capital1,120$167K0.05%013F-HRTimeline
Anchor Investment Management, LLC1,112$165K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,094$163K<0.01%-24,10513F-HRTimelineGroup
Financial Perspectives, Inc1,059$157K0.04%+213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,054$157K0.13%013F-HRTimeline
Mill Capital Management, LLC1,034$154K0.01%013F-HRTimeline
Perkins Coie Trust Co1,020$152K0.03%013F-HRTimeline
PITTENGER & ANDERSON INC1,004$149K0.01%-14013F-HRTimeline
3Chopt Investment Partners, LLC1,000$149K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,000$149K<0.01%-8013F-HRTimeline
Wiser Advisor Group LLC999$149K0.17%new13F-HRTimeline
North Star Investment Management Corp.998$148K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…982$146K0.04%013F-HRTimeline
Register Financial Advisors LLC974$145K0.06%-4613F-HRTimeline
Pacific Center for Financial Services985$143K0.04%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp938$139K0.01%-55513F-HRTimelineGroup
INVESTMENT COUNSEL CO OF NEVADA928$138K0.3%013F-HRTimeline
Westend Capital Management, LLC913$136K0.04%013F-HRTimeline
Inlight Wealth Management, LLC899$134K0.05%new13F-HRTimeline
Your Advocates Ltd., LLP873$130K0.04%+14613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC858$128K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC833$124K0.07%+113F-HRTimeline
Gunpowder Capital Management, LLC dba O…777$116K0.09%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC763$113K0.07%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA761$113K<0.01%13F-HRTimelineGroup
First PREMIER Bank736$109K0.02%013F-HRTimeline
Rossby Financial, LCC725$108K0.03%-14313F-HRTimeline
MidFirst Bank723$108K0.01%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC720$107K0.01%+113F-HRTimeline
DUNCKER STREETT & CO INC717$107K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC717$107K0.01%+41813F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC706$105K0.01%+113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC683$102K0.07%013F-HRTimeline
1922 Investment Co LLCin group 1922 Investment Co LLC679$101K3.02%+67613F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Signature Equity Partners, LLC673$100K0.06%13F-HRTimeline
BALLAST ADVISORS LLC663$98.6K0.03%+45913F-HRTimeline
MASECO LLP660$98.1K<0.01%new13F-HRTimeline
Planning Project LLC658$97.8K0.02%13F-HRTimeline
Meramec Financial Planners, LLC638$96.4K0.04%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV627$93.2K0.03%013F-HRTimeline
EASTERN BANK612$91K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.602$89.5K0.01%-3713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC601$89.4K<0.01%013F-HRTimelineGroup
CNB Bank600$89.2K0.04%013F-HRTimeline
Bay Harbor Wealth Management, LLC588$87.4K0.02%-5713F-HRTimeline
Rice Partnership, LLC587$87.3K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC586$87.1K0.04%new13F-HRTimeline
Hurley Capital, LLC578$85.9K0.05%+15413F-HRTimeline
Prosperity Bancshares Inc565$84K0.08%13F-HRTimeline
Financial Network Wealth Advisors LLC565$84K0.09%013F-HRTimeline
Pacifica Partners Inc.551$82.2K0.04%013F-HRTimeline
Lloyd Advisory Services, LLC.548$81.5K0.03%new13F-HRTimeline
Quent Capital, LLC540$80.2K0.01%+50013F-HRTimeline
Aventus Investment Advisors, Inc.532$79.1K0.06%013F-HRTimeline
Crews Bank & Trust530$78.8K0.01%013F-HRTimeline
NFSG Corp527$78.4K0.01%+2713F-HRTimeline
Basepoint Wealth LLC513$76.3K0.05%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC510$75.8K0.04%013F-HRTimeline
CBIZ Investment Advisory Services, LLC500$74.3K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA497$73.9K0.04%013F-HRTimeline
Reyes Financial Architecture, Inc.495$73.6K0.04%013F-HRTimeline
TRUST CO OF VERMONT488$72.6K<0.01%+22513F-HRTimeline
Longview Financial Advisors LLC480$71.4K0.04%013F-HRTimeline
SIMA Wealth Partners, LLC473$70.3K0.05%013F-HRTimeline
Orion Capital Management LLC472$70.2K0.02%+113F-HRTimeline
Addison Advisors LLC463$68.8K0.02%013F-HRTimeline
McIlrath & Eck, LLC456$67.8K0.01%-33713F-HRTimeline
Redwood Park Advisors LLC450$66.9K0.05%-85713F-HRTimeline
Retirement Wealth Solutions LLC450$66.9K0.04%013F-HRTimeline
Copia Wealth Management450$66.9K0.05%013F-HRTimeline
Fairman Group, LLC448$66.6K0.05%+113F-HRTimeline
Breakwater Investment Management442$65.7K0.02%013F-HRTimeline
GoalVest Advisory LLC430$63.9K0.01%-1,46413F-HRTimeline
Key Capital Management, INC427$63.5K0.06%13F-HRTimeline
Realta Investment Advisors426$63.3K0.02%+8013F-HRTimeline
Winch Advisory Services, LLC414$61.5K0.01%-113F-HRTimeline
AMERIFLEX GROUP, INC.407$60.5K0.03%+35513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …403$59.9K0.09%-3913F-HRTimeline
Financial Connections Group, Inc.392$58K0.02%013F-HRTimeline
Alexis Investment Partners, LLC378$56.2K0.02%013F-HRTimeline
CURIO WEALTH, LLC366$55.2K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC370$55K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…356$54.2K<0.01%013F-HRTimeline
Wellington Grp LLC355$52.8K0.02%13F-HR/ATimeline
Robbins Farley349$51.9K0.02%-19513F-HRTimeline
Vermillion & White Wealth Management Gr…348$51.8K0.03%+113F-HRTimeline
IAG Wealth Partners, LLC345$51.3K0.01%013F-HRTimeline
Capital Investment Counsel, Inc342$50.9K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.329$48.9K0.02%+2513F-HRTimeline
Timmons Wealth Management, LLC320$47.5K0.05%13F-HRTimeline
Elyxium Wealth, LLC313$46.5K0.01%new13F-HRTimeline
Integrity Financial Corp /WA309$46K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…301$44.8K0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.300$44.6K0.03%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.299$44.5K0.01%013F-HRTimeline
American Wealth Advisors, LLC297$44.2K0.04%+113F-HRTimeline
Bravera Wealth296$44K0.02%13F-HRTimeline
Pflug Koory, LLC295$43.9K0.02%+113F-HRTimeline
Wilkerson Advisory Group LLC292$43.3K0.02%13F-HRTimeline
High Note Wealth, LLC283$42.1K0.01%013F-HRTimeline
Glassy Mountain Advisors, Inc.281$41.8K0.01%013F-HRTimeline
Paladin Advisory Group, LLC274$40.7K0.03%+113F-HRTimeline
Kimelman & Baird, LLC269$40K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners266$39.6K0.01%+2013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC300$36.9K<0.01%new13F-HRTimeline
Networth Advisors, LLC245$36.4K0.03%13F-HRTimeline
Trust Co231$34.3K<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC228$33.9K0.03%13F-HRTimeline
Noble Wealth Management PBC227$33.8K0.02%013F-HRTimeline
Front Row Advisors LLC224$33.3K0.01%013F-HRTimeline
Motiv8 Investments LLC213$32K0.02%new13F-HRTimeline
Barnes Dennig Private Wealth Management…210$31.2K0.03%013F-HRTimeline
Hilltop National Bank201$29.9K0.01%-16613F-HRTimeline
Greykasell Wealth Strategies, Inc.200$29.7K0.01%013F-HRTimeline
WEBSTER BANK, N. A.199$29.6K<0.01%new13F-HRTimeline
CVA Family Office, LLC196$29.1K<0.01%013F-HRTimeline
PFS Partners, LLC192$28.6K0.01%+1913F-HRTimeline
GODSEY & GIBB, INC190$28.3K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC184$28K<0.01%+313F-HRTimeline
Kingdom Financial Group LLC.187$27.8K0.01%new13F-HRTimeline
Essential Partners LLC186$27.7K0.01%013F-HRTimeline
Fortitude Family Office, LLC186$27.6K0.01%-813F-HRTimeline
Towne Trust Company, N.A184$27.4K0.01%-25013F-HRTimeline
MCF Advisors LLC175$26K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.172$25.6K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.171$25.4K0.01%013F-HRTimeline
Princeton Global Asset Management LLC171$25.4K<0.01%+113F-HRTimeline
Fourth Dimension Wealth, LLC165$24.5K0.01%013F-HRTimeline
Valued Wealth Advisors LLC162$24.1K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV162$24K<0.01%+11313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.157$23.3K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC152$22.6K0.01%013F-HRTimeline
2UniFi Bank151$22.5K0.01%013F-HRTimeline
Davis Capital Management145$21.6K0.01%+11313F-HRTimeline
Robinswood Financial LLC141$21.1K0.01%013F-HRTimeline
Team Financial Group, LLC140$20.8K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/140$20.8K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…140$20.8K0.01%new13F-HRTimeline
Global Trust Asset Management, LLC133$19.8K0.01%-4013F-HRTimeline
Quaker Wealth Management, LLC129$19.2K0.01%+12813F-HRTimeline
Atomic Invest LLC121$18.1K0.01%13F-HRTimeline
Red Tortoise LLC118$17.5K0.01%new13F-HRTimeline
Cheviot Value Management, LLC115$17.5K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC114$17K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC113$16.8K0.01%new13F-HRTimeline
CoreFirst Bank & Trust112$16.7K0.01%new13F-HRTimeline
City State Bank112$16.7K<0.01%-3313F-HRTimeline
Versant Capital Management, Inc111$16.5K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.100$14.9K<0.01%013F-HRTimeline
Missouri Trust & Investment Co100$14.9K<0.01%013F-HRTimeline
GGM Financial LLC99$14.7K0.01%+5813F-HRTimeline
Investors Portfolio Services LLC92$13.7K0.01%13F-HRTimeline
Darwin Wealth Management, LLC90$13.5K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC85$13K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.85$12.6K0.01%+1113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC84$12.5K<0.01%013F-HRTimeline
Estate Planners Group, LLC83$12.3K0.01%13F-HRTimeline
Creative Capital Management Investments…82$12.2K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.81$12K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC77$11.4K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA75$11.2K<0.01%-39413F-HRTimeline