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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,464 managers (1,476 13F filers) reported a position in ITOT shares at 2025-06-30, 317,475,139 shares in all. 121 filers opened a position and 73 filers sold out during the quarter.

Managers
1,464
13F filers
1,476
New
121
Added
558
Reduced
492
Sold out
73
Shares held by filers
317,475,139

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BlackRock, Inc.in group BlackRock, Inc.61,795,135$8.34B0.16%+3,668,51813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN59,272,047$8B1.76%+680,91813F-HRTimelineGroup
Betterment LLC11,275,319$1.52B3.24%-263,50813F-HRTimeline
Wealthfront Advisers LLC10,566,864$1.43B3.67%-435,29213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,431,147$1.41B0.09%+133,74313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.9,605,846$1.3B0.42%+271,09213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding9,034,722$1.22B+292,866Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,205,688$838M0.07%-121,90413F-HRTimelineGroup
LPL Financial LLC5,466,061$738M0.25%+212,38213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,448,066$601M+1,962,202Timeline
Blue Trust, Inc.3,935,906$532M6.27%+153,58213F-HRTimeline
SigFig Wealth Management, LLC3,537,670$475M15.73%+47,78813F-HRTimeline
Ballentine Partners, LLC3,479,204$470M7.08%-114,16813F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co2,993,410$404M9.02%+241,84013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.2,645,927$357M8.96%+103,89713F-HRTimelineGroup
Parallel Advisors, LLC2,638,760$356M7.13%+78,27713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,361,504$319M0.11%-37,78913F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The2,246,560$303M4.51%new13F-HRTimelineGroup
Creative Planningin group Creative Planning2,117,760$286M0.24%-25,68413F-HRTimelineGroup
Allworth Financial LP2,067,050$279M1.34%-51,84013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,030,281$274M0.49%-70,36413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,964,007$265M0.07%+40,55313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,896,181$256M1.34%+10,36313F-HRTimelineGroup
SENTINEL TRUST CO LBA1,793,612$242M26.3%-23,45713F-HRTimeline
Cisco Systems, Inc.in group Cisco Systems, Inc.1,722,500$233M52.36%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,721,438$232M0.41%-154,57613F-HR/ATimelineGroup
Provenance Wealth Advisors, LLC1,652,330$223M32.05%-61,24913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,602,451$216M0.29%-23,73713F-HRTimeline
Prime Capital Investment Advisors, LLC1,566,681$212M2.81%-440,76313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,523,530$206M0.01%+160,56313F-HRTimelineGroup
TD Capital Management LLC1,446,573$195M18.44%-14,59013F-HRTimeline
Evensky & Katz LLC1,388,351$187M11.45%-34,73713F-HRTimeline
Klaas Financial Asset Advisors, LLC1,236,235$167M26.42%+49,90713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,203,768$163M8.32%+132,47913F-HRTimeline
LJI Wealth Management, LLC1,185,987$160M27.9%+148,29513F-HRTimeline
Disciplina Capital Management LLC1,150,349$155M19.63%+247,14513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,146,739$155M0.03%-11,44013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC1,114,306$150M0.22%+12,58013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,109,577$150M0.03%+40,75213F-HRTimelineGroup
True Link Financial Advisors, LLC1,059,177$143M9.87%+98,93013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,049,456$142M-19,275Timeline
Mesirow Financial Investment Management…1,019,989$138M2.69%-888,12913F-HRTimeline
Claar Advisors LLC998,663$135M41.31%+135,26413F-HRTimeline
HighTower Advisors, LLC995,308$134M0.17%+4,80913F-HRTimeline
HB Wealth Management, LLC974,950$132M1.05%+13,46613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP921,408$124M0.12%-467,84113F-HRTimelineGroup
Wick Capital Partners, LLC6,651$120M31.43%-871,75113F-HRTimeline
FMR LLCin group FMR LLC886,816$120M0.01%-72,53713F-HRTimelineGroup
Zhang Financial LLC878,592$119M5.47%+139,80313F-HRTimeline
Winthrop Advisory Group LLC864,811$117M11.27%+49,09113F-HRTimeline
Tanager Wealth Management LLP816,665$110M13.01%+291,25713F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC775,465$104M12.2%-219,94913F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP748,331$101M7.28%-479,23513F-HRTimelineGroup
Facet Wealth, Inc.727,134$100M2.28%-25,30313F-HRTimeline
Jaffetilchin Investment Partners, LLC718,201$97M6.34%+35,65813F-HRTimeline
Johnson Bixby & Associates, LLC711,669$96.1M13.2%+6,19313F-HRTimeline
Cetera Investment Advisers697,565$94.2M0.16%+71,13513F-HRTimeline
Independent Order of Foresters672,744$90.8M58.29%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC660,503$89.2M1.86%+10,07813F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC641,429$86.6M10.23%-1,73613F-HRTimeline
Cambridge Investment Research Advisors,…623,880$84.2M0.26%-34,38513F-HRTimeline
Orion Porfolio Solutions, LLC605,036$81.7M0.7%+151,14413F-HR/ATimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP582,276$78.6M3.15%-585,75613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP532,145$71.5M0.05%+145,61213F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC525,606$71M0.77%-2,91913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP520,520$70.3M0.1%+21,57113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC514,838$69.5M0.2%+17,35413F-HRTimeline
Goldstein Advisors, LLC511,164$69M9.27%-245,80113F-HRTimeline
BLAIR WILLIAM & CO/IL495,913$67M0.19%+13,34113F-HRTimeline
CWM, LLCin group CWM, LLC487,385$65.8M0.23%-2,76113F-HRTimelineGroup
Clark Capital Management Group, Inc.483,793$65.3M0.45%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…471,707$64.5M0.11%+6,14013F-HRTimeline
SIMON QUICK ADVISORS, LLC463,854$62.6M3.17%-22,84413F-HR/ATimeline
O'Brien Wealth Partners LLC456,348$61.6M9.67%-6,50113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding446,449$60.3M-575Timeline
Pineridge Advisors LLC444,556$60M21.76%+18,91913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…443,310$59.9M0.04%+22,99713F-HRTimelineGroup
jvl associates llc442,766$59.8M21.48%-18,54513F-HRTimeline
Vantage Financial Partners, LLC431,434$58.3M13.45%-5,78813F-HRTimeline
Crestwood Advisors Group, LLC410,275$55.4M0.99%+3,02713F-HRTimeline
Elm Partners Management LLC404,581$54.6M2.55%-404,24113F-HR/ATimeline
Cresset Asset Management, LLC400,070$54M0.27%-29,40513F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC385,694$52.1M0.01%-24,10413F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC374,121$50.5M8.67%-4,52913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC371,676$50.2M1.08%-13,59413F-HRTimeline
Geneos Wealth Management Inc.363,986$49.2M1.2%-397,72513F-HRTimeline
Smallwood Wealth Investment Management,…361,135$48.8M27.83%-2,42313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP361,135$48.8M1.06%-5,09213F-HRTimeline
BLB&B Advisors, LLC355,895$48.1M2.25%+10,29713F-HRTimeline
Brady Martz Wealth Solutions, LLC350,866$47.4M9.17%+148,45613F-HRTimeline
Aviso Financial Inc.346,144$46.7M2.11%+22,19713F-HRTimeline
Strategic Point Investment Advisors, LLC344,890$46.6M7.18%+2,65913F-HRTimeline
NorthCoast Asset Management LLC337,836$45.6M0.2%+17,03313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC336,843$45.5M1.52%+1,01513F-HRTimelineGroup
Pure Financial Advisors, LLC332,873$45M0.79%-3,76413F-HRTimeline
Eldridge Investment Advisors, Inc.332,205$44.9M9.38%+5,60913F-HRTimeline
Private Advisor Group, LLC331,639$44.8M0.24%-15,68413F-HRTimeline
Truepoint, Inc.329,441$44.5M1.11%-40713F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.327,410$44.2M8.19%+1,82113F-HRTimeline
Friday Financial325,839$44M22.39%+18,60613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC314,450$42.5M7.67%-5,54113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV310,565$41.9M0.09%-11,51213F-HRTimeline
&PARTNERS295,956$39.8M0.31%-55,52913F-HRTimeline
Kondo Wealth Advisors, Inc.292,247$39.5M17.42%+13,23813F-HRTimeline
Ironsides Asset Advisors, LLC289,201$39.1M11.33%+26613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS283,483$38.3M0.09%+3,89213F-HRTimeline
Reliant Wealth Planning282,286$38.1M14.88%-9,36313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC277,018$37.4M14.97%+7,55713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…276,648$37.4M6.38%-1,35613F-HR/ATimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC274,237$37.2M3.17%+3,28313F-HRTimelineGroup
Constellation Investments, Inc.270,500$36.5M1.69%013F-HRTimeline
Financial Designs Corp267,136$36.1M22.11%-4,22413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP264,531$35.7M0.05%-278,14713F-HR/ATimelineGroup
JGP Wealth Management, LLC263,582$35.6M4.31%+45,39413F-HRTimeline
Heritage Wealth Advisors258,328$34.9M1.66%-269,35713F-HRTimeline
GM Advisory Group, LLC254,070$34.3M1.7%+45,06613F-HRTimeline
Valmark Advisers, Inc.251,673$34M0.47%-13,80913F-HRTimeline
Advus Financial Partners, LLC244,595$33M13.04%-1,73913F-HR/ATimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…241,266$32.6M2.53%+93713F-HRTimelineGroup
TRUE Private Wealth Advisors235,271$31.8M3.57%-21,65913F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW231,072$31.2M5.35%-11,16513F-HRTimelineGroup
Beacon Pointe Advisors, LLC221,956$30M0.31%-6,79213F-HRTimeline
Rehmann Capital Advisory Group217,400$29.4M1.78%-12,02613F-HRTimeline
Capstone Financial Advisors, Inc.215,327$29.1M1.69%+53,48613F-HRTimeline
Advisory Services Network, LLC208,641$28.8M0.46%-3,67713F-HRTimeline
Sendero Wealth Management, LLC212,613$28.7M3.58%+62613F-HR/ATimeline
KM Capital Management Ltd.211,553$28.6M14.1%-31,40813F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…205,734$27.8M2.74%+47513F-HRTimeline
Integrated Wealth Concepts LLC203,377$27.5M0.28%-3,24213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP202,140$27.3M<0.01%+42,32913F-HRTimelineGroup
Astoria Strategic Wealth, Inc.199,151$26.9M7.27%+14,66913F-HRTimeline
Legacy Financial Advisors, Inc.198,558$26.8M4.19%-5,12513F-HRTimeline
Composition Wealth, LLC197,607$26.7M0.45%+171,68213F-HRTimeline
Patton Albertson Miller Group, LLC197,234$26.6M3.51%-10,13013F-HRTimeline
Aerodigm Wealth, LLC192,900$26M12.51%+23,86213F-HRTimeline
NewEdge Advisors, LLC192,006$25.9M0.13%-1,02013F-HRTimeline
Squire Investment Management Company, L…191,021$25.8M9.51%+9,03013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC189,962$25.7M0.29%+8,49613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.189,254$25.6M0.21%-133,41113F-HRTimelineGroup
MontVue Capital Management, Inc.187,645$25.3M18.04%+11,30613F-HRTimeline
Wealthspire Advisors, LLC186,316$25.2M0.14%+75,63213F-HRTimeline
SWEENEY & MICHEL, LLC184,265$25.1M8.93%+5,24713F-HRTimeline
Life Planning Partners, Inc185,429$25M19.93%-80813F-HRTimeline
Edge Financial Advisors LLC185,418$25M13.19%-6,54413F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC183,984$24.8M8.64%-11,35913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD182,198$24.6M0.03%-13,57713F-HRTimelineGroup
DURANTE & WATERS, LLC182,063$24.6M19.35%-3,44613F-HRTimeline
Aletheian Wealth Advisors LLC180,899$24.4M12.02%+18,65213F-HRTimeline
Heck Capital Advisors, LLC180,368$24.4M2.09%+7,04713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…179,321$24.2M0.54%+10,11513F-HRTimelineGroup
Financial Partners Group, Inc179,208$24.2M3.35%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…178,649$24.1M0.2%-3,79913F-HRTimelineGroup
Quantinno Capital Management LP173,857$23.5M0.1%+5,63013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC173,422$23.4M10.42%-40,47313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp172,523$23.3M<0.01%+8,19913F-HRTimelineGroup
Stokes Family Office, LLC170,141$23M2.41%+8,07213F-HRTimeline
Canvas Wealth Advisors, LLC164,261$22.9M4.51%+6,85713F-HRTimeline
Spectrum Strategic Capital Management, …167,310$22.6M14.39%-264,40713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP166,600$22.5M0.04%+162,70013F-HRTimelineGroup
Northeast Financial Consultants Inc166,245$22.4M0.92%+2313F-HRTimeline
Planned Solutions, Inc.163,703$22.1M8.49%+11,87413F-HRTimeline
Trevian Wealth Management LLC162,988$22M13.42%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding159,949$21.6M+11,709Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC159,024$21.5M0.4%+103,98713F-HRTimelineGroup
Kaydan Wealth Management, Inc.157,171$21.2M6.95%+150,78113F-HRTimeline
NWAM LLC153,452$21.2M1.23%-3,55713F-HR/ATimeline
WEATHERLY ASSET MANAGEMENT L. P.156,670$21.2M1.8%+2,84613F-HRTimeline
PrairieView Partners, LLC155,411$21M2.03%+22,14413F-HRTimeline
BRIGHTON JONES LLC155,070$20.9M0.57%+4,58513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC153,993$20.8M0.02%+38,75913F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC153,296$20.7M2.9%-13,88913F-HRTimeline
TruNorth Capital Management, LLC153,256$20.7M4.6%+21,70113F-HRTimeline
Friedenthal Financial151,777$20.5M11.23%+8,02513F-HRTimeline
IFP Advisors, Inc151,526$20.5M0.58%-7,57713F-HRTimeline
Cosner Financial Group, LLC150,627$20.3M11.33%-5,41513F-HRTimeline
Cynosure Group, LLC150,532$20.3M2.3%-5,30313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.149,286$20.2M0.04%-8,99513F-HRTimelineGroup
Summit Financial, LLC149,122$20.1M0.46%+3,15813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC148,411$20M0.26%new13F-HRTimeline
Koshinski Asset Management, Inc.147,719$19.9M1.51%+4,17413F-HRTimeline
Gleason Group, Inc.146,884$19.8M2.15%-60013F-HRTimeline
Robertson Stephens Wealth Management, L…145,685$19.7M0.68%-69813F-HRTimeline
Peirce Capital Management, LLC145,459$19.6M8.71%-13,03513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.144,878$19.6M0.11%+2,77513F-HRTimeline
Modern Wealth Management, LLC142,251$19.2M0.48%+24,45913F-HR/ATimeline
Bernardo Wealth Planning LLC140,604$19M4.12%+10,47213F-HRTimeline
Hickory Point Bank & Trust139,250$18.8M15.17%-1,90013F-HRTimeline
Physician Wealth Advisors, Inc.137,416$18.6M2.91%-7,17313F-HRTimeline
Empower Advisory Group, LLC135,855$18.3M0.05%-25,70213F-HRTimeline
COMERICA BANK134,503$18.2M0.07%+2,25913F-HRTimeline
SAX WEALTH ADVISORS, LLC134,039$18.1M1.09%-13,24213F-HRTimeline
Heritage Financial Services, LLC133,906$18.1M1.74%-6,98813F-HRTimeline
Tortoise Investment Management, LLC132,197$17.9M1.7%+2,63513F-HRTimeline
Plancorp, LLC130,007$17.6M0.61%+16,41913F-HRTimeline
ROMANO BROTHERS AND COMPANY129,315$17.5M2.16%+4,35513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC128,620$17.4M5.74%-2,38413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management127,698$17.2M0.23%-54713F-HRTimelineGroup
BEACON FINANCIAL GROUP127,341$17.2M1.79%-6,84913F-HRTimeline
Litman Gregory Wealth Management LLC126,249$17M1.34%-22,38813F-HRTimeline
Wealthspire Retirement, LLC124,896$16.9M1.11%-5013F-HRTimeline