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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,425 managers (1,436 13F filers) reported a position in ITOT shares at 2025-03-31, 312,672,818 shares in all. 88 filers opened a position and 76 filers sold out during the quarter.

Managers
1,425
13F filers
1,436
New
88
Added
554
Reduced
489
Sold out
76
Shares held by filers
312,672,818

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN58,591,129$7.15B1.72%+3,304,31913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.58,126,617$7.09B0.15%+2,494,47613F-HRTimelineGroup
Betterment LLC11,538,827$1.41B3.34%-262,04713F-HRTimeline
Wealthfront Advisers LLC11,002,156$1.34B3.6%+1,248,91313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,297,404$1.26B0.09%-230,68013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.9,334,754$1.14B0.41%+314,50213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding8,741,856$1.07B+538,792Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,327,592$772M0.07%+353,43913F-HRTimelineGroup
LPL Financial LLC5,253,679$641M0.25%+159,66913F-HRTimeline
Blue Trust, Inc.3,782,324$461M5.91%+100,45613F-HRTimeline
Ballentine Partners, LLC3,593,372$438M7.6%+76,21513F-HRTimeline
SigFig Wealth Management, LLC3,489,882$424M15.31%+10,38413F-HRTimeline
Parallel Advisors, LLC2,560,483$312M7.07%-10,53713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,542,030$310M8.13%+116,01713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,485,864$303M+106,526Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,399,293$293M0.11%+51,37113F-HRTimelineGroup
Creative Planningin group Creative Planning2,143,444$262M0.25%+20,15113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,100,645$256M0.53%-55,17813F-HRTimelineGroup
Allworth Financial LP2,118,890$253M1.43%+410,80113F-HRTimeline
Prime Capital Investment Advisors, LLC2,007,444$245M2.86%+451,62113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,923,454$235M0.06%-111,14713F-HRTimelineGroup
Mesirow Financial Investment Management…1,908,118$233M4.51%+897,10913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,885,818$230M1.36%-2,73613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,876,014$229M0.51%+190,84613F-HRTimelineGroup
SENTINEL TRUST CO LBA1,817,069$222M26.15%+11,20813F-HRTimeline
Cisco Systems, Inc.in group Cisco Systems, Inc.1,722,500$210M74.18%-340,00013F-HR/ATimelineGroup
Provenance Wealth Advisors, LLC1,713,579$209M30.06%-15,77813F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co2,751,570$207M5.49%-541,88013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,626,188$198M0.28%+31,93613F-HRTimeline
TD Capital Management LLC1,461,163$178M18.06%-35,85613F-HRTimeline
Evensky & Katz LLC1,423,088$174M11.65%+38,52613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,389,249$170M0.18%-704,34813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,362,967$166M0.01%-59213F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP1,227,566$150M4.4%-69,24413F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC1,186,328$145M24.95%-46013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,168,032$143M2.41%+665,47713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,158,179$141M0.03%-159,39813F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC1,101,726$134M0.22%-14,19513F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,071,289$131M7.16%-50,22813F-HRTimeline
UBS Group AGin group UBS Group AG1,068,825$130M0.03%+17,81213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding1,068,731$130M-9,178Timeline
LJI Wealth Management, LLC1,037,692$127M25.21%+53,29813F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC995,414$122M14.4%+62,52213F-HRTimelineGroup
HighTower Advisors, LLC990,499$121M0.16%-51,05513F-HRTimeline
HB Wealth Management, LLC961,484$117M0.99%+7,78513F-HRTimeline
True Link Financial Advisors, LLC960,247$117M8.74%+30,69913F-HRTimeline
FMR LLCin group FMR LLC959,353$117M0.01%-85,73613F-HRTimelineGroup
Disciplina Capital Management LLC903,204$110M16.03%+35,09813F-HRTimeline
Wick Capital Partners, LLC878,402$107M32.01%-5,59913F-HRTimeline
Claar Advisors LLC863,399$105M35.56%+33,52413F-HRTimeline
Winthrop Advisory Group LLC815,720$99.5M11.96%+66413F-HRTimeline
Elm Partners Management LLC808,822$98.7M5.08%-348,99013F-HR/ATimeline
Geneos Wealth Management Inc.761,711$93M1.36%+404,58913F-HRTimeline
Facet Wealth, Inc.752,437$92.6M2.4%+292,97713F-HRTimeline
Goldstein Advisors, LLC756,965$92.4M13.5%-27,33413F-HRTimeline
Zhang Financial LLC738,789$90.1M4.77%+74,12113F-HRTimeline
Johnson Bixby & Associates, LLC705,476$86.1M12.87%-126,15713F-HRTimeline
Jaffetilchin Investment Partners, LLC682,543$83.3M6.04%-2,27713F-HRTimeline
Independent Order of Foresters672,744$82.1M58.27%013F-HRTimeline
Cambridge Investment Research Advisors,…658,265$80.3M0.27%+32,88413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC650,425$79.4M1.77%+3,63513F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC643,165$78.5M10.43%-3,28413F-HRTimeline
Cetera Investment Advisers626,430$76.4M0.15%+36,04913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\549,408$67M0.09%-8,49813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP542,678$66.2M0.11%+277,70813F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC528,525$64.5M0.75%-2,68713F-HRTimelineGroup
Heritage Wealth Advisors527,685$64.4M3.26%-1,59413F-HRTimeline
Tanager Wealth Management LLP525,408$64.1M8.34%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP498,949$60.9M0.1%+21,07113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC497,484$60.7M0.2%+1,11513F-HRTimeline
CWM, LLCin group CWM, LLC490,146$59.8M0.24%-20,06513F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC486,698$59.4M3.38%-60,59413F-HRTimeline
BLAIR WILLIAM & CO/IL482,572$58.9M0.18%+2,44813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…465,567$56.8M0.11%-74713F-HRTimeline
O'Brien Wealth Partners LLC462,849$56.5M10.51%-8,05913F-HRTimeline
jvl associates llc461,311$56.3M22.72%+2,87313F-HRTimeline
Orion Porfolio Solutions, LLC453,892$55.4M0.54%+5,64113F-HRTimeline
Orion Portfolio Solutions, LLC453,892$55.4M0.54%+5,64113F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding447,024$54.5M-21,689Timeline
Vantage Financial Partners, LLC437,222$53.3M13.26%+1,95813F-HRTimeline
Spectrum Strategic Capital Management, …431,717$52.7M33.03%-6,19013F-HRTimeline
Cresset Asset Management, LLC429,475$52.4M0.26%-48,62913F-HRTimeline
Pineridge Advisors LLC425,637$51.9M20.29%+8,53613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…420,313$51.3M0.04%+8,87913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC409,798$50M0.01%+24,71413F-HR/ATimelineGroup
Crestwood Advisors Group, LLC407,248$49.7M0.94%+10,14013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC385,270$47M1.13%-9,60113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP386,533$46.9M0.04%+110,67413F-HR/ATimelineGroup
REGATTA CAPITAL GROUP, LLC378,650$46.2M8.95%+5,29313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP366,227$44.7M1.12%+5,48713F-HRTimeline
Smallwood Wealth Investment Management,…363,558$44.4M27.93%+10,57513F-HRTimeline
Private Advisor Group, LLC347,323$42.4M0.26%-10,65713F-HRTimeline
&PARTNERS351,485$42.3M0.45%-42,11813F-HRTimeline
BLB&B Advisors, LLC345,598$42.2M2.15%-2,26413F-HRTimeline
Strategic Point Investment Advisors, LLC342,231$41.8M6.96%-5,33613F-HRTimeline
Pure Financial Advisors, LLC336,637$41.1M0.86%+10,73513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC335,828$41M1.53%-18,57413F-HRTimelineGroup
Truepoint, Inc.329,848$40.2M1.09%-8,58713F-HRTimeline
Eldridge Investment Advisors, Inc.326,596$39.8M9.17%-5,94813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.325,589$39.7M8.13%+5,10613F-HRTimeline
Aviso Financial Inc.323,947$39.5M1.95%+87,04613F-HRTimeline
University of Maryland Foundation, Inc.323,381$39.5M25.18%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.322,665$39.4M0.37%-119,43013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV322,077$39.3M0.09%-5,66413F-HRTimeline
NorthCoast Asset Management LLC320,803$39.1M0.2%-26,26513F-HR/ATimeline
NORTHWEST WEALTH MANAGEMENT, LLC319,991$39M7.77%+26,10313F-HRTimeline
Friday Financial307,233$37.9M22.67%+40,56313F-HRTimeline
Reliant Wealth Planning291,649$35.6M16.23%-12,37813F-HRTimeline
Ironsides Asset Advisors, LLC288,935$35.3M10.34%-4,04113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS279,591$34.1M0.09%+7,58313F-HRTimeline
Kondo Wealth Advisors, Inc.279,009$34M16.78%+12,88013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…278,004$33.9M6.54%+8713F-HR/ATimelineGroup
Caprock Group, LLC275,195$33.6M1.02%-98813F-HRTimeline
Financial Designs Corp271,360$33.1M23.06%-7,35813F-HRTimeline
Constellation Investments, Inc.270,500$33M1.57%+112,00013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC269,461$32.9M15.01%+14,10513F-HRTimeline
Valmark Advisers, Inc.265,482$32.4M0.49%-6,25613F-HRTimeline
TRUE Private Wealth Advisors256,930$31.3M3.81%-39,75813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC270,954$30.9M3.07%-20,14013F-HRTimelineGroup
Advus Financial Partners, LLC246,334$30.1M12.88%-4,21413F-HR/ATimeline
KM Capital Management Ltd.242,961$29.6M15.97%-19,35013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW242,237$29.6M5.53%+12,42513F-HRTimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…240,329$29.3M2.47%-5,29713F-HRTimelineGroup
BCGM Wealth Management, LLC239,995$29.3M9%+45,88913F-HRTimeline
Rehmann Capital Advisory Group229,426$28M1.76%-25,19313F-HRTimeline
Beacon Pointe Advisors, LLC228,748$27.9M0.31%+1,70413F-HRTimeline
DOHJ, LLC223,425$27.3M6.23%+35,62013F-HRTimeline
JGP Wealth Management, LLC218,188$26.6M3.5%+4,78513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC213,895$26.1M12.71%-46313F-HRTimeline
Advisory Services Network, LLC212,318$25.9M0.5%-10,21113F-HRTimeline
Sendero Wealth Management, LLC211,987$25.9M3.59%+61513F-HRTimeline
Monashee Investment Management LLC211,260$25.8M3.05%013F-HRTimeline
GM Advisory Group, LLC209,004$25.5M1.38%+102,64313F-HRTimeline
Patton Albertson Miller Group, LLC207,364$25.3M3.76%-8,48113F-HR/ATimeline
Integrated Wealth Concepts LLC206,619$25.2M0.29%+10,40313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…205,259$25M2.66%+54713F-HRTimeline
Legacy Financial Advisors, Inc.203,683$24.9M4.16%-6,92913F-HRTimeline
Brady Martz Wealth Solutions, LLC202,410$24.7M5.59%+38,13213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD195,775$23.9M0.03%-611,42413F-HR/ATimelineGroup
CHERRYDALE WEALTH MANAGEMENT, LLC195,343$23.8M9.42%+14,19913F-HRTimeline
Prasad Wealth Partners, LLC194,871$23.8M7.76%+11,64613F-HRTimeline
NewEdge Advisors, LLC193,026$23.6M0.14%-63013F-HRTimeline
Edge Financial Advisors LLC191,962$23.4M14.78%new13F-HRTimeline
Life Planning Partners, Inc186,237$22.7M20.57%-17813F-HRTimeline
DURANTE & WATERS, LLC185,509$22.6M19.02%+39313F-HRTimeline
Astoria Strategic Wealth, Inc.184,482$22.5M6.62%+3,17813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…182,448$22.3M0.19%-20,55113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…176,230$22.2M0.05%-39,12113F-HR/ATimelineGroup
Squire Investment Management Company, L…181,991$22.2M9.25%+7,49313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC181,466$22.1M0.32%+5,11713F-HRTimelineGroup
Financial Partners Group, Inc179,208$21.9M3.38%-83413F-HRTimeline
MontVue Capital Management, Inc.176,339$21.5M17.22%+37313F-HRTimeline
Heck Capital Advisors, LLC173,321$21.1M2.38%-1,78013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…169,206$20.6M0.44%-10,49513F-HRTimelineGroup
Aerodigm Wealth, LLC169,038$20.6M11.5%-9,86113F-HRTimeline
Quantinno Capital Management LP168,227$20.5M0.13%+65,65513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC167,185$20.4M3.17%+16,32213F-HRTimeline
Northeast Financial Consultants Inc166,222$20.3M0.9%-55,49813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp164,324$20M<0.01%-13,92813F-HRTimelineGroup
Aletheian Wealth Advisors LLC162,247$19.8M11.13%-14,13613F-HRTimeline
Stokes Family Office, LLC162,069$19.8M2.22%+37813F-HRTimeline
Capstone Financial Advisors, Inc.161,841$19.7M1.24%-1,47913F-HRTimeline
Empower Advisory Group, LLC161,557$19.7M0.06%-31,82313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP159,811$19.5M<0.01%-1,80413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC159,380$19.4M1.21%-3,82113F-HRTimeline
IFP Advisors, Inc159,103$19.4M0.6%-4,10113F-HRTimeline
SWEENEY & MICHEL, LLC179,018$19.4M8.47%13F-HRTimeline
Peirce Capital Management, LLC158,494$19.3M9.57%+28,05813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.158,281$19.3M0.04%+9,81813F-HRTimelineGroup
NWAM LLC157,009$19.2M1.65%+7,98513F-HRTimeline
Cosner Financial Group, LLC156,042$19M11.64%+1,94013F-HRTimeline
Cynosure Group, LLC155,835$19M2.62%-28,60813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.153,824$18.8M1.68%+2,69213F-HRTimeline
Planned Solutions, Inc.151,829$18.5M7.6%+3,67513F-HRTimeline
BRIGHTON JONES LLC150,485$18.4M0.59%-1,81213F-HRTimeline
Litman Gregory Wealth Management LLC148,637$18.1M1.56%-15,57113F-HRTimeline
Canvas Wealth Advisors, LLC157,404$18.1M4.65%+16,65413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding148,240$18.1M-2,738Timeline
Gleason Group, Inc.147,484$18M3.25%-4,59613F-HRTimeline
SAX WEALTH ADVISORS, LLC147,281$18M1.29%-46313F-HRTimeline
Robertson Stephens Wealth Management, L…146,383$17.9M0.67%-11,66113F-HRTimeline
Summit Financial, LLC145,964$17.8M0.5%+47,20813F-HRTimeline
Physician Wealth Advisors, Inc.144,589$17.6M3.04%-2213F-HRTimeline
Friedenthal Financial143,752$17.5M10.48%+47213F-HRTimeline
Koshinski Asset Management, Inc.143,545$17.5M1.49%+3,53913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.142,103$17.3M0.11%-14,85513F-HRTimeline
Hickory Point Bank & Trust141,150$17.2M15.14%-1,80013F-HRTimeline
Heritage Financial Services, LLC140,894$17.2M1.7%-3,79113F-HRTimeline
MONEYWISE, INC.135,770$16.6M8.77%-4,14513F-HRTimeline
Atria Wealth Solutions, Inc.134,925$16.5M0.2%-34,30113F-HRTimeline
BEACON FINANCIAL GROUP134,190$16.4M1.79%-50813F-HRTimeline
PrairieView Partners, LLC133,267$16.3M1.7%+12,39913F-HRTimeline
COMERICA BANK132,244$16.1M0.07%+1,03213F-HRTimeline
TruNorth Capital Management, LLC131,555$16.1M3.99%+63713F-HRTimeline
Roger Wittlin Investment Advisory, LLC131,287$16M9.37%-76413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC131,004$16M6.03%-51,44413F-HRTimeline
Bernardo Wealth Planning LLC130,132$15.9M3.8%+5,53413F-HR/ATimeline
Tortoise Investment Management, LLC129,562$15.8M1.65%-6,61213F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management128,245$15.6M0.22%-17,86813F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY124,960$15.2M1.97%+96313F-HRTimeline