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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,612 managers (1,631 13F filers) reported a position in ITOT shares at 2026-03-31, 361,645,579 shares in all. 91 filers opened a position and 103 filers sold out during the quarter.

Managers
1,612
13F filers
1,631
New
91
Added
619
Reduced
535
Sold out
103
Shares held by filers
361,645,579

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Torrey-Payne Wealth Management, LLC1,431$204K0.19%013F-HRTimeline
Sterling Wealth Management, Inc.1,424$203K0.06%-413F-HRTimeline
Clear Creek Financial Management, LLC1,423$203K0.02%-1813F-HRTimeline
West Branch Capital LLC1,422$203K0.05%-37013F-HRTimeline
Magnus Financial Group LLC1,417$202K0.02%-68113F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC1,408$201K0.05%013F-HRTimeline
Community Financial Services Group, LLC1,376$197K0.03%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,356$193K0.17%-2113F-HRTimeline
HHM Wealth Advisors, LLC1,346$192K0.02%013F-HRTimeline
Independence Bank of Kentucky1,331$190K0.02%013F-HRTimeline
ADIRONDACK TRUST CO1,312$187K0.06%013F-HRTimeline
Burk Holdings LLC1,282$183K0.08%new13F-HRTimeline
SYM FINANCIAL Corp1,256$179K0.02%013F-HRTimeline
Silver Grove Financial Group, Inc.1,252$178K0.14%new13F-HRTimeline
United Community Bankin group United Community Bank1,214$173K0.06%-14813F-HRTimelineGroup
Millstone Evans Group, LLC1,194$170K0.1%013F-HRTimeline
West Financial Advisors, LLC1,175$167K0.03%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,144$163K0.02%013F-HRTimeline
Core Alternative Capital1,120$160K0.05%013F-HRTimeline
Corsicana & Co.1,262$154K0.1%+10313F-HRTimeline
Financial Perspectives, Inc1,060$151K0.04%+113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,054$150K0.12%013F-HRTimeline
Mill Capital Management, LLC1,034$147K0.01%013F-HRTimeline
Perkins Coie Trust Co1,020$145K0.03%013F-HRTimeline
PITTENGER & ANDERSON INC1,004$143K0.01%013F-HRTimeline
Triumph Capital Management1,000$142K0.03%-56513F-HRTimeline
3Chopt Investment Partners, LLC1,000$142K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,000$142K<0.01%013F-HRTimeline
Pacific Center for Financial Services985$140K0.04%013F-HRTimeline
Atlantic Edge Private Wealth Management…982$140K0.03%013F-HRTimeline
Register Financial Advisors LLC976$139K0.05%+213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp938$134K0.01%013F-HRTimelineGroup
TopTier Wealth Management, LLC938$134K0.08%new13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA928$132K0.3%013F-HRTimeline
Westend Capital Management, LLC913$130K0.04%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …900$128K0.02%new13F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC900$128K0.01%+18313F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC858$122K<0.01%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…842$120K0.03%-85113F-HR/ATimeline
Frazier Financial Advisors, LLC834$119K0.07%+113F-HRTimeline
Gunpowder Capital Management, LLC dba O…777$111K0.08%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC763$109K0.07%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA736$105K<0.01%-2513F-HRTimelineGroup
Rossby Financial, LCC723$104K0.02%-213F-HRTimeline
Your Advocates Ltd., LLP727$104K0.03%-14613F-HRTimeline
Synergy Investment Management, LLC724$103K0.03%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC720$103K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC717$102K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC707$101K0.01%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC697$99.3K<0.01%-39713F-HRTimelineGroup
Meramec Financial Planners, LLC638$99.2K0.04%013F-HRTimeline
First PREMIER Bank686$98K0.02%-5013F-HRTimeline
ROTHSCHILD INVESTMENT LLC687$97.8K0.01%-1,51213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC683$97.3K0.07%013F-HRTimeline
Reyes Financial Architecture, Inc.673$95.9K0.08%+17813F-HRTimeline
Signature Equity Partners, LLC637$90.7K0.05%-3613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV627$89.3K0.03%013F-HRTimeline
EASTERN BANK612$87.2K<0.01%013F-HRTimeline
CNB Bank600$85.5K0.04%013F-HRTimeline
Rice Partnership, LLC587$83.6K0.01%013F-HRTimeline
Orion Capital Management LLC578$82.4K0.03%+10613F-HRTimeline
Hurley Capital, LLC578$82.3K0.04%013F-HRTimeline
Financial Network Wealth Advisors LLC571$81.3K0.08%+613F-HRTimeline
Prosperity Bancshares Inc565$80.5K0.06%013F-HRTimeline
Pacifica Partners Inc.551$78.5K0.03%013F-HRTimeline
NFSG Corp537$76.5K0.01%+1013F-HRTimeline
Aventus Investment Advisors, Inc.532$75.8K0.06%013F-HRTimeline
Crews Bank & Trust530$75.5K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC510$72.6K0.04%013F-HRTimeline
CBIZ Investment Advisory Services, LLC500$71.2K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA497$70.8K0.04%013F-HRTimeline
Bay Harbor Wealth Management, LLC488$69.5K0.02%-10013F-HRTimeline
AMERIFLEX GROUP, INC.482$68.7K0.03%+7513F-HRTimeline
Redwood Park Advisors LLC481$68.5K0.05%+3113F-HRTimeline
Longview Financial Advisors LLC480$68.4K0.04%013F-HRTimeline
Quent Capital, LLC479$68.2K<0.01%-6113F-HRTimeline
SIMA Wealth Partners, LLC473$67.4K0.05%013F-HRTimeline
SJS Investment Consulting Inc.468$66.7K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.466$66.4K<0.01%-13613F-HRTimeline
United Financial Planning Group LLC464$66.1K0.04%new13F-HRTimeline
Addison Advisors LLC463$65.9K0.01%013F-HRTimeline
Copia Wealth Management450$64.1K0.04%013F-HRTimeline
Fairman Group, LLC449$64K0.05%+113F-HRTimeline
Basepoint Wealth LLC448$63.8K0.04%-6513F-HRTimeline
McIlrath & Eck, LLC444$63.2K<0.01%-1213F-HRTimeline
Breakwater Investment Management442$63K0.02%013F-HRTimeline
GoalVest Advisory LLC430$61.2K0.01%013F-HRTimeline
1922 Investment Co LLCin group 1922 Investment Co LLC423$60.2K2.06%-25613F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Main Street Group, LTD417$59.3K0.02%new13F-HRTimeline
Winch Advisory Services, LLC415$59.1K0.01%+113F-HRTimeline
Key Capital Management, INC412$58.7K0.04%-1513F-HRTimeline
Daytona Street Capital LLC400$57.7K0.04%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …403$57.4K0.09%013F-HRTimeline
Financial Connections Group, Inc.392$55K0.02%013F-HRTimeline
CURIO WEALTH, LLC366$52.2K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC370$52K0.01%013F-HRTimeline
Activest Wealth Management355$50.6K0.01%+31913F-HRTimeline
IAG Wealth Partners, LLC345$49.1K0.01%013F-HRTimeline
Paladin Advisory Group, LLC345$49.1K0.04%+7113F-HRTimeline
Capital Investment Counsel, Inc342$48.7K0.01%013F-HRTimeline
Timmons Wealth Management, LLC320$45.6K0.04%013F-HRTimeline
Integrity Financial Corp /WA310$44.1K0.02%+113F-HRTimeline
JPL Wealth Management, LLC304$43.3K0.01%new13F-HR/ATimeline
First Pacific Financial301$42.9K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.300$42.7K0.03%+113F-HRTimeline
Nova Wealth Management, Inc.300$42.7K0.03%013F-HRTimeline
Bravera Wealth296$42.2K0.02%013F-HRTimeline
Pflug Koory, LLC296$42.1K0.02%+113F-HRTimeline
Wilkerson Advisory Group LLC291$41.4K0.01%-113F-HRTimeline
High Note Wealth, LLC283$40.3K0.01%013F-HRTimeline
Glassy Mountain Advisors, Inc.281$40K0.01%013F-HRTimeline
Magnolia Wealth Management, LLC270$38.5K0.02%new13F-HRTimeline
Kimelman & Baird, LLC269$38.3K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC265$37.8K0.03%new13F-HRTimeline
Robbins Farley254$36.2K0.02%-9513F-HRTimeline
Providence Capital Advisors, LLC249$35.5K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC223$35.2K<0.01%+3913F-HRTimeline
Trust Co231$32.9K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC228$32.5K0.03%013F-HRTimeline
Noble Wealth Management PBC227$32.3K0.02%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…227$32.3K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC225$32K0.01%+113F-HRTimeline
Barnes Dennig Private Wealth Management…210$29.9K0.03%013F-HRTimeline
Financial Life Planners205$29.3K0.02%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.200$28.5K0.01%013F-HRTimeline
WEBSTER BANK, N. A.199$28.3K<0.01%013F-HRTimeline
Park Place Capital Corp193$27.5K0.01%new13F-HRTimeline
PFS Partners, LLC192$27.4K0.01%013F-HRTimeline
MCF Advisors LLC192$27.3K<0.01%+1713F-HRTimeline
GODSEY & GIBB, INC190$27.1K<0.01%013F-HRTimeline
Wellington Grp LLC190$27.1K0.01%-16513F-HRTimeline
Lloyd Advisory Services, LLC.187$26.6K0.01%-36113F-HRTimeline
Kingdom Financial Group LLC.187$26.6K0.01%013F-HRTimeline
Networth Advisors, LLC187$26.6K0.02%-5813F-HRTimeline
Fortitude Family Office, LLC186$26.5K0.01%013F-HRTimeline
Essential Partners LLC186$26.5K0.01%013F-HRTimeline
Towne Trust Company, N.A184$26.2K0.01%013F-HRTimeline
RMG Wealth Management LLC162$26.2K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.183$26.1K0.01%+8313F-HRTimeline
DHJJ Financial Advisors, Ltd.172$24.5K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.171$24.4K0.01%013F-HRTimeline
Princeton Global Asset Management LLC171$24.4K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC165$23.5K0.01%013F-HRTimeline
Valued Wealth Advisors LLC162$23.1K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV162$23K<0.01%013F-HRTimeline
Realta Investment Advisors159$22.6K0.01%-26713F-HRTimeline
Atomic Invest LLC163$22.6K0.01%+4213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.157$22.4K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC152$21.7K0.01%013F-HRTimeline
2UniFi Bank151$21.5K0.01%013F-HRTimeline
Davis Capital Management145$20.7K0.01%013F-HRTimeline
Raleigh Capital Management Inc.144$20.5K0.01%-3,08013F-HRTimeline
Robinswood Financial LLC141$20.2K0.01%013F-HR/ATimeline
Team Financial Group, LLC140$20K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/140$19.9K0.01%013F-HRTimeline
Global Trust Asset Management, LLC133$18.9K0.01%013F-HRTimeline
Quaker Wealth Management, LLC129$18.4K0.01%013F-HRTimeline
Vision Retirement, LLC119$16.9K<0.01%new13F-HRTimeline
Red Tortoise LLC118$16.8K0.01%013F-HRTimeline
Cheviot Value Management, LLC115$16.4K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC114$16.2K<0.01%013F-HRTimeline
CoreFirst Bank & Trust112$16K0.01%013F-HRTimeline
City State Bank112$16K<0.01%013F-HRTimeline
Versant Capital Management, Inc111$15.8K<0.01%013F-HRTimeline
Hilltop National Bank110$15.7K<0.01%-9113F-HRTimeline
Missouri Trust & Investment Co100$14.2K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…97$13.8K0.01%new13F-HRTimelineGroup
Investors Portfolio Services LLC92$13.1K0.01%013F-HRTimeline
Darwin Wealth Management, LLC90$12.9K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.85$12.1K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC85$12K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC84$12K<0.01%013F-HRTimeline
Creative Capital Management Investments…82$11.7K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.81$11.5K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC74$10.5K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC77$10.4K<0.01%013F-HRTimeline
New Republic Capital, LLC71$10.1K<0.01%013F-HRTimeline
GGM Financial LLC71$10.1K<0.01%-2813F-HRTimeline
Graney & King, LLC67$9.54K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC58$9.19K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC58$8.26K<0.01%013F-HRTimeline
Roxbury Financial LLC55$7.86K0.01%013F-HRTimeline
American Capital Advisory, LLC54$7.75K<0.01%013F-HRTimeline
GW&K Investment Management, LLC49$7K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC49$6.98K0.13%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…48$6.84K<0.01%-9213F-HRTimeline
Wilmington Savings Fund Society, FSB47$6.69K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…44$6.21K<0.01%+113F-HRTimeline
MBM WEALTH CONSULTANTS, LLC37$5.27K<0.01%new13F-HRTimeline
Strategic Wealth Advisors LLC38$5K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC33$4.7K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC32$4.56K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc31$4.42K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.30$4K<0.01%013F-HRTimeline
COUNTRY TRUST BANK25$3.56K<0.01%new13F-HRTimeline
Olistico Wealth, LLC22$3.13K<0.01%013F-HRTimeline
Premier Financial Group19$2.74K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.18$2.56K<0.01%013F-HRTimeline
LM Advisors LLC332$2.33K0.04%+5113F-HRTimeline
VSM Wealth Advisory, LLC15$2.14K<0.01%new13F-HRTimeline