Skip to content
Disclosery

ITOT ISHARES TR

Follow

SHS (fund)

1,700 managers (1,720 13F filers) reported a position in ITOT shares at 2026-06-30, 374,297,698 shares in all. 148 filers opened a position and 53 filers sold out during the quarter.

Managers
1,700
13F filers
1,720
New
148
Added
602
Reduced
579
Sold out
53
Shares held by filers
374,297,698

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Nova Wealth Management, Inc.300$49.3K0.03%013F-HRTimeline
Pflug Koory, LLC296$48.7K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.296$48.6K0.03%-413F-HRTimeline
Bravera Wealth296$48.6K0.02%013F-HRTimeline
Wilkerson Advisory Group LLC290$47.7K0.01%-113F-HRTimeline
High Note Wealth, LLC283$46.5K0.01%013F-HRTimeline
Anchor Bay Capital, Inc.270$45.8K0.02%13F-HRTimeline
Robbins Farley275$45.2K0.02%+2113F-HRTimeline
Kimelman & Baird, LLC269$44.2K<0.01%013F-HR/ATimeline
Providence Capital Advisors, LLC249$40.9K0.01%013F-HRTimeline
MTM Investment Management, LLC239$39.3K0.01%new13F-HRTimeline
Trust Co231$37.9K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC228$37.5K0.03%013F-HRTimeline
Noble Wealth Management PBC227$37.3K0.02%013F-HRTimeline
Hilltop National Bank223$36.6K0.01%+11313F-HRTimeline
First Command Advisory Services, Inc.212$34.8K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…210$34.5K0.03%013F-HRTimeline
MCDONALD PARTNERS LLC208$34.2K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC208$34K<0.01%-3,59813F-HRTimelineGroup
Financial Life Planners206$33.8K0.02%+113F-HRTimeline
Greykasell Wealth Strategies, Inc.200$32.9K0.01%013F-HRTimeline
WEBSTER BANK, N. A.199$32.7K<0.01%013F-HRTimeline
Park Place Capital Corp193$31.7K0.01%013F-HRTimeline
PFS Partners, LLC193$31.7K0.01%+113F-HRTimeline
MCF Advisors LLC192$31.5K<0.01%013F-HRTimeline
Networth Advisors, LLC187$30.8K0.02%013F-HRTimeline
Kingdom Financial Group LLC.187$30.7K0.01%013F-HRTimeline
Fortitude Family Office, LLC187$30.7K0.01%+113F-HRTimeline
Essential Partners LLC186$30.6K0.01%013F-HRTimeline
Cornerstone Planning Group LLC185$30.4K<0.01%-3813F-HRTimeline
GODSEY & GIBB, INC180$29.6K<0.01%-1013F-HRTimeline
DHJJ Financial Advisors, Ltd.172$28.3K0.01%013F-HRTimeline
Front Row Advisors LLC167$28.2K0.01%-5813F-HRTimeline
Princeton Global Asset Management LLC172$28.2K<0.01%+113F-HRTimeline
Vermillion Wealth Management, Inc.172$28.2K0.01%+113F-HRTimeline
Valued Wealth Advisors LLC162$26.6K0.01%013F-HRTimeline
Realta Investment Advisors159$26.1K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.157$25.8K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC153$25.1K0.01%+113F-HRTimeline
NBH Bank151$24.8K0.01%13F-HRTimeline
Davis Capital Management145$23.9K0.01%013F-HRTimeline
Raleigh Capital Management Inc.145$23.7K0.01%+113F-HRTimeline
Robinswood Financial LLC141$23.3K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/140$23K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.138$22.7K0.01%-4513F-HRTimeline
GGM Financial LLC134$22.1K0.01%+6313F-HRTimeline
Quaker Wealth Management, LLC129$21.2K0.01%013F-HRTimeline
Vision Retirement, LLC119$19.5K<0.01%013F-HRTimeline
Markowski Investments116$19.1K<0.01%13F-HRTimeline
Cheviot Value Management, LLC115$18.9K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC114$18.7K0.01%new13F-HRTimeline
City State Bank112$18.4K<0.01%013F-HRTimeline
Versant Capital Management, Inc111$18.2K<0.01%013F-HRTimeline
Advantage Trust Co108$17.7K0.01%new13F-HRTimeline
Global Trust Asset Management, LLC95$15.6K<0.01%-3813F-HRTimeline
Investors Portfolio Services LLC93$15.2K0.01%+113F-HRTimeline
Mosley Wealth Management92$15.2K<0.01%+9113F-HRTimeline
Darwin Wealth Management, LLC91$15K<0.01%+113F-HRTimeline
Ulland Investment Advisors, LLC85$14K0.01%013F-HRTimeline
Creative Capital Management Investments…82$13.5K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.81$13.3K<0.01%013F-HR/ATimeline
1015 Capital Partners, LLC78$12.9K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC77$12.6K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.76$12.5K0.01%-913F-HRTimeline
Fourth Dimension Wealth, LLC75$12.3K<0.01%-9013F-HRTimeline
Mascoma Wealth Management LLC74$12.2K<0.01%013F-HRTimeline
New Republic Capital, LLC71$11.7K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC58$9.53K0.01%013F-HRTimeline
Roxbury Financial LLC55$9.07K0.01%013F-HRTimeline
American Capital Advisory, LLC54$8.94K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC50$8.21K<0.01%-813F-HRTimeline
ROSS\JOHNSON & Associates LLC49$8.05K0.13%013F-HRTimeline
GW&K Investment Management, LLC49$8K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…48$7.88K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB47$7.72K<0.01%013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC46$7.56K<0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…44$7.18K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC43$7K0.01%13F-HRTimeline
DecisionPoint Financial, LLC33$5.41K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC32$5.26K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc31$5.09K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC38$5K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.30$5K<0.01%013F-HRTimeline
COUNTRY TRUST BANK25$4.11K<0.01%013F-HRTimeline
Olistico Wealth, LLC22$3.61K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC19$3.12K<0.01%new13F-HRTimeline
Ball & Co Wealth Management Inc.19$3K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.18$2.96K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC15$2.46K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC13$2.07K<0.01%13F-HRTimeline
Topsail Wealth Management, LLC12$1.97K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC11$1.83K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC10$1.64K<0.01%013F-HRTimeline
PlanVest Financial, Inc10$1.64K<0.01%013F-HRTimeline
Founders Capital Management5$885<0.01%013F-HRTimeline
Bernard Wealth Management Corp.5$822<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC5$821<0.01%-813F-HRTimeline
Lodestone Wealth Management LLC2$329<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1$91<0.01%-18613F-HRTimeline
Coppell Advisory Solutions LLC311$19.1Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.