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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,420 managers (1,433 13F filers) reported a position in ITOT shares at 2024-12-31, 303,506,269 shares in all. 94 filers opened a position and 47 filers sold out during the quarter.

Managers
1,420
13F filers
1,433
New
94
Added
470
Reduced
486
Sold out
47
Shares held by filers
303,506,269

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.55,632,141$7.16B0.15%+1,933,43913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN55,286,810$7.11B1.71%+205,79013F-HRTimelineGroup
Betterment LLC11,800,874$1.52B3.62%-328,01013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,528,084$1.35B0.09%+44,84513F-HR/ATimelineGroup
Wealthfront Advisers LLC9,753,243$1.25B3.67%+1,422,76513F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.9,020,252$1.16B0.39%+97,74013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding8,203,064$1.06B+980,473Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,974,153$768M0.07%+184,60213F-HRTimelineGroup
LPL Financial LLC5,094,010$655M0.27%+352,97813F-HRTimeline
Blue Trust, Inc.3,681,868$474M6.06%+63,68213F-HR/ATimeline
Ballentine Partners, LLC3,517,157$452M7.75%+7,46113F-HRTimeline
SigFig Wealth Management, LLC3,479,498$449M16.25%-21,11613F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co3,293,450$424M9.63%+525,57013F-HRTimelineGroup
Parallel Advisors, LLC2,571,020$331M7.48%-40,56413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,426,013$312M7.53%-17,09213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,379,338$306M+95,904Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,347,922$302M0.11%13F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,155,823$277M0.6%-29,88413F-HRTimelineGroup
Creative Planningin group Creative Planning2,123,293$273M0.27%-26,62113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,093,597$269M0.28%+188,87013F-HRTimelineGroup
Cisco Systems, Inc.in group Cisco Systems, Inc.2,062,500$265M75.01%-590,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,034,601$262M0.07%+122,12013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,888,554$243M1.52%+1,583,56913F-HRTimelineGroup
SENTINEL TRUST CO LBA1,805,861$232M26.67%-29,05313F-HRTimeline
Allworth Financial LP1,708,089$228M1.26%+37,68213F-HRTimeline
Provenance Wealth Advisors, LLC1,729,357$222M28.74%-1,19913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,685,168$217M0.49%+112,28913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,594,252$205M0.3%-9,98213F-HRTimeline
Prime Capital Investment Advisors, LLC1,555,823$200M2.91%-2,43713F-HRTimeline
TD Capital Management LLC1,497,019$193M19.56%-27,68213F-HRTimeline
Evensky & Katz LLC1,384,562$178M11.65%+56,19413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,363,559$175M0.01%+60,29413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,317,577$169M0.04%-9,88713F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP1,296,810$167M4.91%+1,261,51913F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC1,186,788$153M26.88%-9,43913F-HRTimeline
Elm Partners Management LLC1,157,812$149M10.17%-41,80313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,121,517$144M7.86%+18,76613F-HRTimeline
Mariner, LLCin group Mariner, LLC1,115,921$144M0.24%+9,23813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding1,077,909$139M+293,812Timeline
UBS Group AGin group UBS Group AG1,051,013$135M0.03%-116,46213F-HRTimelineGroup
FMR LLCin group FMR LLC1,045,089$134M0.01%+125,54113F-HRTimelineGroup
HighTower Advisors, LLC1,041,554$134M0.18%-17,55513F-HRTimeline
Mesirow Financial Investment Management…1,011,009$130M2.58%+5,79913F-HRTimeline
LJI Wealth Management, LLC984,394$127M24.94%+71,29513F-HRTimeline
HB Wealth Management, LLC953,699$123M1.25%-2,43613F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC932,892$120M12.66%-164,31413F-HRTimelineGroup
True Link Financial Advisors, LLC929,548$120M10.04%+13,91813F-HRTimeline
Wick Capital Partners, LLC884,001$114M33.54%+4,58213F-HR/ATimeline
Disciplina Capital Management LLC868,106$112M18.81%-32,15013F-HRTimeline
Johnson Bixby & Associates, LLC831,633$107M16.32%-1,83313F-HRTimeline
Claar Advisors LLC829,875$107M34.54%013F-HRTimeline
Winthrop Advisory Group LLC815,056$105M12.58%+30,86213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD807,199$104M0.13%+123,12513F-HRTimelineGroup
Goldstein Advisors, LLC784,299$101M14.65%-55,35213F-HRTimeline
Jaffetilchin Investment Partners, LLC684,820$88.1M6.38%+16,78613F-HRTimeline
Independent Order of Foresters672,744$86.5M58.26%+123,12513F-HRTimeline
Zhang Financial LLC664,668$85.5M4.89%-3,10113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC646,790$83.2M1.86%+21,97913F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC646,449$83.1M10.73%-5,97713F-HRTimeline
Cambridge Investment Research Advisors,…625,381$80.4M0.27%-22,62513F-HRTimeline
Cetera Investment Advisers590,381$75.9M0.16%-35,89113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\557,906$71.8M0.09%+161,35013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC547,292$70.4M4.22%-16,68113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC531,212$68.3M0.79%013F-HRTimelineGroup
Heritage Wealth Advisors529,279$68.1M3.38%-3,54213F-HRTimeline
Executive Wealth Management, LLC515,976$66.4M5.2%-10,93413F-HRTimeline
CWM, LLCin group CWM, LLC510,211$65.6M0.27%+3,90213F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP502,555$64.6M1.78%-373,28813F-HRTimeline
MML INVESTORS SERVICES, LLC496,369$63.8M0.22%-11,68013F-HRTimeline
BLAIR WILLIAM & CO/IL480,124$61.8M0.18%+21,24813F-HRTimeline
Cresset Asset Management, LLC478,104$61.5M0.3%-67,48813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP477,878$61.5M0.1%+14,81813F-HRTimelineGroup
Facet Wealth, Inc.459,460$60.8M1.61%-41,94913F-HRTimeline
O'Brien Wealth Partners LLC470,908$60.6M10.91%-1,48713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding468,713$60.3M+44,487Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…466,314$60M0.11%+50,21413F-HR/ATimeline
jvl associates llc458,438$59M22.35%+7,23313F-HRTimeline
Orion Porfolio Solutions, LLC448,251$57.7M0.57%-8,09813F-HRTimeline
Orion Portfolio Solutions, LLC448,251$57.7M0.57%-8,09813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.442,095$56.9M0.54%-3,05813F-HRTimelineGroup
Spectrum Strategic Capital Management, …437,907$56.3M35.48%-8,66713F-HRTimeline
Vantage Financial Partners, LLC435,264$56M14.01%+8,81613F-HRTimeline
Pineridge Advisors LLC417,101$53.6M20.27%+134,83013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…411,434$52.9M0.04%-52,42913F-HRTimelineGroup
Crestwood Advisors Group, LLC397,108$51.1M0.96%+18,49413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC394,871$50.8M1.17%-3,94113F-HRTimeline
&PARTNERS393,603$50.7M0.61%+199,34513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC385,084$49.5M0.01%+214,64613F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC373,357$48M9.31%+9,93613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP360,740$46.4M1.1%-6,37013F-HRTimeline
Private Advisor Group, LLC357,980$46M0.26%-38,33313F-HRTimeline
Geneos Wealth Management Inc.357,122$45.9M1.61%-6,30513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC354,402$45.6M1.83%-5,54313F-HRTimelineGroup
Smallwood Wealth Investment Management,…352,983$45.4M31.3%-1,98513F-HRTimeline
BLB&B Advisors, LLC347,862$44.7M2.28%-1,16413F-HRTimeline
Strategic Point Investment Advisors, LLC347,567$44.7M7.29%-47113F-HRTimeline
NorthCoast Asset Management LLC347,068$44.6M0.22%+2,44613F-HR/ATimeline
Truepoint, Inc.338,435$43.5M1.17%-5,21113F-HRTimeline
Eldridge Investment Advisors, Inc.332,544$42.8M9.95%+39,94513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV327,741$42.2M0.1%-78,34813F-HRTimeline
Pure Financial Advisors, LLC325,902$41.9M0.95%-26,03213F-HRTimeline
University of Maryland Foundation, Inc.323,381$41.6M23.35%013F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.320,483$41.2M8.97%-9,91013F-HRTimeline
Reliant Wealth Planning304,027$39.1M18.34%-406,83513F-HRTimeline
TRUE Private Wealth Advisors296,688$38.2M4.63%-7,67913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC293,888$37.8M8.01%+79,14413F-HRTimeline
Ironsides Asset Advisors, LLC292,976$37.7M10.81%-3,69813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC291,094$37.1M3.41%-2,75913F-HRTimelineGroup
Financial Designs Corp278,718$35.8M23.61%-16,83613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…277,917$35.7M7.33%-9,10913F-HRTimelineGroup
Caprock Group, LLC276,183$35.5M1.16%+1,83813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP275,859$35.5M0.03%+71,19013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS272,008$35M0.1%-1,13913F-HRTimeline
Valmark Advisers, Inc.271,738$35M0.54%-4,10313F-HRTimeline
Friday Financial266,670$34.3M23.63%13F-HRTimeline
Kondo Wealth Advisors, Inc.266,129$34.2M17.37%13F-HRTimeline
KM Capital Management Ltd.262,311$33.7M17.46%+18,45413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC255,356$32.8M15.61%+41,59113F-HRTimeline
Rehmann Capital Advisory Group254,619$32.8M2.08%-18,73313F-HRTimeline
Advus Financial Partners, LLC250,548$32.2M13.8%-4,50813F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP264,970$32M0.05%-60,41113F-HRTimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…245,626$31.6M2.59%+17,52713F-HRTimelineGroup
Aviso Financial Inc.236,901$30.5M1.54%+13,19913F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW229,812$29.6M5.21%-29,20013F-HRTimelineGroup
Beacon Pointe Advisors, LLC227,044$29.2M0.32%+5,30713F-HRTimeline
Legacy Private Trust Co.226,412$29.1M1.91%+5,82713F-HRTimeline
Monument Capital Management226,358$29.1M8.03%-4,38413F-HRTimeline
Advisory Services Network, LLC222,529$28.6M0.53%+27,02013F-HRTimeline
Northeast Financial Consultants Inc221,720$28.5M1.2%+23813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…215,351$28M0.05%-2,88213F-HRTimelineGroup
Patton Albertson Miller Group, LLC215,845$27.8M3.71%-4,32113F-HRTimeline
CATALYST PRIVATE WEALTH, LLC214,358$27.6M12.28%+2,48213F-HRTimeline
JGP Wealth Management, LLC213,403$27.4M3.55%+10,61113F-HRTimeline
Sendero Wealth Management, LLC211,372$27.2M4.05%-26,15413F-HRTimeline
Monashee Investment Management LLC211,260$27.2M3.73%013F-HRTimeline
Legacy Financial Advisors, Inc.210,612$27.1M4.48%-5,58313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…204,712$26.3M2.76%+4,16913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…202,999$26.1M0.22%-7,31913F-HRTimelineGroup
Integrated Wealth Concepts LLC196,216$25.2M0.29%-29,86913F-HRTimeline
BCGM Wealth Management, LLC194,106$25M7.92%+8,96013F-HRTimeline
NewEdge Advisors, LLC193,656$24.9M0.15%-3,55613F-HRTimeline
Empower Advisory Group, LLC193,380$24.9M0.08%+13613F-HRTimeline
DOHJ, LLC187,805$24.2M5.58%+71813F-HRTimeline
Life Planning Partners, Inc186,415$24M22.17%-1,13113F-HR/ATimeline
DURANTE & WATERS, LLC185,116$23.8M19.65%+10613F-HRTimeline
Cynosure Group, LLC184,443$23.7M3.54%-4,27313F-HRTimeline
Prasad Wealth Partners, LLC183,225$23.6M7.62%13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC182,448$23.5M7.52%-1,32113F-HRTimeline
Astoria Strategic Wealth, Inc.181,304$23.3M6.94%-7,69113F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC181,144$23.3M9.01%+2,06913F-HRTimeline
Financial Partners Group, Inc180,042$23.2M3.38%-2,12113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…179,701$23.1M0.52%+13,02513F-HRTimelineGroup
Aerodigm Wealth, LLC178,899$23M13.75%-16413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp178,252$22.9M<0.01%+18,61413F-HRTimelineGroup
Aletheian Wealth Advisors LLC176,383$22.7M13.41%-3,72813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC176,349$22.7M0.4%+20,71413F-HRTimelineGroup
MontVue Capital Management, Inc.175,966$22.6M17.26%+5,23513F-HRTimeline
Heck Capital Advisors, LLC175,101$22.5M2.58%-68,71413F-HR/ATimeline
Squire Investment Management Company, L…174,498$22.4M9.88%+19,30913F-HRTimeline
Atria Wealth Solutions, Inc.169,226$21.8M0.24%-4,31913F-HRTimeline
Litman Gregory Wealth Management LLC164,208$21.1M1.83%-3,19813F-HRTimeline
Brady Martz Wealth Solutions, LLC164,278$21M5.07%13F-HRTimeline
Capstone Financial Advisors, Inc.163,320$21M1.3%-4,33313F-HRTimeline
IFP Advisors, Inc163,204$21M0.69%+1,58313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC163,201$21M1.28%+1,89713F-HRTimeline
Stokes Family Office, LLC161,691$20.8M2.22%+1,68113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP161,615$20.8M<0.01%-9,68313F-HRTimelineGroup
Constellation Investments, Inc.158,500$20.4M0.93%13F-HRTimeline
Robertson Stephens Wealth Management, L…158,044$20.3M0.72%-3,35013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.156,958$20.2M0.13%+18,81813F-HRTimeline
Cosner Financial Group, LLC154,102$19.8M12.56%+1,12513F-HRTimeline
BRIGHTON JONES LLC152,297$19.6M0.57%+6,66113F-HR/ATimeline
Gleason Group, Inc.152,080$19.6M3.44%-51613F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.151,132$19.4M1.72%+76813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding150,978$19.4M+12,287Timeline
TWIN FOCUS CAPITAL PARTNERS, LLC150,863$19.4M2.87%+106,85913F-HRTimeline
NWAM LLC149,024$19.2M1.19%+95213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.148,463$19.1M0.04%+8,88313F-HRTimelineGroup
Planned Solutions, Inc.148,154$19.1M7.79%+1,37913F-HRTimeline
SAX WEALTH ADVISORS, LLC147,744$19M1.49%-2,68413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management146,113$18.8M0.27%-4,78213F-HRTimelineGroup
Heritage Financial Services, LLC144,685$18.6M2.47%-6,47513F-HRTimeline
Physician Wealth Advisors, Inc.144,611$18.6M3.14%-10,25013F-HRTimeline
Friedenthal Financial143,280$18.4M10.77%-1,69413F-HRTimeline
Hickory Point Bank & Trust142,950$18.4M16.31%13F-HRTimeline
Canvas Wealth Advisors, LLC140,750$18.1M4.54%+5,74313F-HRTimeline
INTEGRITY ALLIANCE, LLC.140,662$18.1M1.96%13F-HRTimeline
Koshinski Asset Management, Inc.140,006$18M1.62%+2,53113F-HRTimeline
MONEYWISE, INC.139,915$18M9.02%+7,39613F-HRTimeline
Tortoise Investment Management, LLC136,174$17.5M1.85%-9,68613F-HR/ATimeline
BEACON FINANCIAL GROUP134,698$17.3M1.86%+3,79813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC133,456$17.2M0.33%-13,10713F-HRTimeline
Roger Wittlin Investment Advisory, LLC132,051$17M9.51%+40,48813F-HRTimeline
COMERICA BANK131,212$16.9M0.07%+3,79213F-HR/ATimeline
Kingsview Wealth Management, LLC131,198$16.9M0.33%-934,20413F-HRTimeline
TruNorth Capital Management, LLC130,918$16.8M4.6%-1,57813F-HRTimeline
Peirce Capital Management, LLC130,436$16.8M8.61%+4,92213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP128,600$16.5M0.04%new13F-HRTimelineGroup
Oakwell Private Wealth Management, LLC126,645$16.3M4.57%-55913F-HRTimeline
STEVENS CAPITAL PARTNERS124,215$16M7.23%+56113F-HRTimeline