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Disclosery

ITOT ISHARES TR

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SHS (fund)

1,509 managers (1,523 13F filers) reported a position in ITOT shares at 2025-09-30, 334,291,678 shares in all. 99 filers opened a position and 47 filers sold out during the quarter.

Managers
1,509
13F filers
1,523
New
99
Added
527
Reduced
539
Sold out
47
Shares held by filers
334,291,678

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.69,665,025$10.1B0.18%+7,869,89013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,192,828$9.2B1.88%+3,920,78113F-HRTimelineGroup
Betterment LLC10,939,405$1.59B3.15%-335,91413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,704,460$1.56B0.09%+273,31313F-HR/ATimelineGroup
Wealthfront Advisers LLC10,556,052$1.54B3.61%-10,81213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding9,833,631$1.44B+798,909Timeline
ALLIANCEBERNSTEIN L.P.9,884,130$1.44B0.45%+278,28413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,256,659$911M0.07%+50,97113F-HR/ATimelineGroup
LPL Financial LLC6,019,015$877M0.26%+552,95413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,188,603$610M-259,463Timeline
Blue Trust, Inc.3,958,928$577M6.47%+23,02213F-HRTimeline
SigFig Wealth Management, LLC3,604,140$523M16.18%+66,47013F-HRTimeline
Ballentine Partners, LLC3,447,157$502M6.97%-32,04713F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co3,037,774$442M11.42%+44,36413F-HR/ATimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.2,751,738$401M9.4%+105,81113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,482,040$362M0.12%+120,53613F-HRTimelineGroup
Parallel Advisors, LLC2,368,911$345M6.33%-269,84913F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The2,246,560$327M4.39%013F-HRTimelineGroup
Creative Planningin group Creative Planning2,103,130$306M0.23%-14,63013F-HRTimelineGroup
Allworth Financial LP2,029,185$296M1.31%-37,86513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,016,646$294M0.48%-13,63513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,002,302$292M0.07%+38,29513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,833,068$267M1.09%-63,11313F-HRTimelineGroup
SENTINEL TRUST CO LBA1,773,514$258M26.32%-20,09813F-HRTimeline
Provenance Wealth Advisors, LLC1,647,193$240M31.01%-5,13713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,682,543$239M0.33%-38,89513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC1,560,683$227M2.85%-5,99813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,515,176$221M0.2%+593,76813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,512,944$220M0.01%-10,58613F-HR/ATimelineGroup
Cisco Systems, Inc.in group Cisco Systems, Inc.1,497,500$218M54%-225,00013F-HRTimelineGroup
Evensky & Katz LLC1,440,844$210M12.17%+52,49313F-HRTimeline
TD Capital Management LLC1,366,477$199M17.92%-80,09613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,303,963$190M0.25%-298,48813F-HRTimeline
Klaas Financial Asset Advisors, LLC1,233,899$180M26.97%-2,33613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,227,179$179M8.58%+23,41113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,212,538$177M0.03%+65,79913F-HRTimelineGroup
LJI Wealth Management, LLC1,142,723$166M29.1%-43,26413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,119,988$163M0.21%+5,68213F-HRTimelineGroup
Disciplina Capital Management LLC1,114,301$162M19.75%-36,04813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,087,090$158M+37,634Timeline
True Link Financial Advisors, LLC1,065,791$155M9.99%+6,61413F-HRTimeline
UBS Group AGin group UBS Group AG1,060,406$154M0.03%-49,17113F-HRTimelineGroup
Mesirow Financial Investment Management…1,022,868$149M2.67%+2,87913F-HRTimeline
HB Wealth Management, LLC1,020,342$149M1.01%+45,39213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP994,742$145M3.31%+246,41113F-HRTimelineGroup
Claar Advisors LLC992,001$144M42.77%-6,66213F-HRTimeline
Zhang Financial LLC969,900$141M5.74%+91,30813F-HRTimeline
HighTower Advisors, LLC959,785$140M0.16%-35,52313F-HRTimeline
FMR LLCin group FMR LLC950,937$139M0.01%+64,12113F-HRTimelineGroup
Tanager Wealth Management LLP930,417$136M14.23%+113,75213F-HRTimeline
Winthrop Advisory Group LLC900,447$131M11.47%+35,63613F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC855,375$125M13.11%+79,91013F-HRTimelineGroup
Wick Capital Partners, LLC848,872$124M29.47%+842,22113F-HRTimeline
Cetera Investment Advisers828,807$121M0.14%+131,24213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV753,842$110M0.18%+443,27713F-HRTimeline
Jaffetilchin Investment Partners, LLC725,617$106M6.32%+7,41613F-HRTimeline
Johnson Bixby & Associates, LLC707,841$103M13.21%-3,82813F-HRTimeline
Facet Wealth, Inc.706,146$103M2.13%-20,98813F-HRTimeline
Independent Order of Foresters672,744$98M58.27%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC667,197$97.2M1.95%+6,69413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP639,369$92.6M0.06%+107,22413F-HRTimelineGroup
Cambridge Investment Research Advisors,…634,888$92.5M0.25%+11,00813F-HRTimeline
Ullmann Wealth Partners Group, LLC633,980$92.3M10.09%-7,44913F-HRTimeline
Goldstein Advisors, LLC630,400$91.8M11.16%+119,23613F-HRTimeline
Horizon Wealth Management, LLC601,887$87.7M12.87%new13F-HRTimeline
Orion Porfolio Solutions, LLC591,975$86.2M0.67%-13,06113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP526,649$76.7M3.05%-55,62713F-HRTimeline
CWM, LLCin group CWM, LLC526,024$76.6M0.23%+38,63913F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC525,606$76.6M0.85%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL512,253$74.6M0.2%+16,34013F-HRTimeline
MML INVESTORS SERVICES, LLC495,447$72.2M0.19%-19,39113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP481,167$70.1M0.09%-39,35313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC477,032$69.5M0.01%+91,33813F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC465,685$67.8M3.07%+1,83113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…458,480$67.1M0.1%-13,22713F-HRTimeline
Adventist Health System/ West460,365$67.1M10.92%new13F-HRTimeline
jvl associates llc455,366$66.3M21.95%+12,60013F-HRTimeline
O'Brien Wealth Partners LLC451,392$65.7M8.9%-4,95613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…444,709$64.8M0.04%+1,39913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding438,259$63.8M-8,190Timeline
Vantage Financial Partners, LLC434,128$63.2M13.32%+2,69413F-HRTimeline
Clark Capital Management Group, Inc.428,448$62.4M0.39%-55,34513F-HRTimeline
Cresset Asset Management, LLC416,124$60.6M0.27%+16,05413F-HR/ATimeline
Elm Partners Management LLC410,381$59.8M2.43%+5,80013F-HR/ATimeline
REGATTA CAPITAL GROUP, LLC377,064$54.9M8.67%+2,94313F-HRTimeline
Smallwood Wealth Investment Management,…373,874$54.5M27.98%+12,73913F-HRTimeline
Friday Financial373,175$54.4M22.76%+47,33613F-HRTimeline
Brady Martz Wealth Solutions, LLC371,654$54.1M9.83%+20,78813F-HRTimeline
Aviso Financial Inc.361,570$52.7M2.14%+15,42613F-HRTimeline
Geneos Wealth Management Inc.357,070$52M1.32%-6,91613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC352,030$51.3M1.02%-19,64613F-HRTimeline
Strategic Point Investment Advisors, LLC350,142$51M7.32%+5,25213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP349,717$50.9M0.08%+85,18613F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP349,411$50.9M1.04%-11,72413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC341,349$49.7M1.45%+4,50613F-HRTimelineGroup
NorthCoast Asset Management LLC340,808$49.6M0.19%+2,97213F-HRTimeline
Pure Financial Advisors, LLC331,080$48.2M0.77%-1,79313F-HRTimeline
Eldridge Investment Advisors, Inc.330,295$48.1M10.95%-1,91013F-HRTimeline
Truepoint, Inc.327,207$47.7M1.11%-2,23413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC327,122$47.6M7.85%+12,67213F-HRTimeline
Private Advisor Group, LLC327,084$47.6M0.23%-4,55513F-HRTimeline
BLB&B Advisors, LLC322,268$46.9M2.03%-33,62713F-HRTimeline
Procyon Advisors, LLC319,945$46.6M2.78%+314,33613F-HRTimeline
Pineridge Advisors LLC315,955$46M13.16%-128,60113F-HRTimeline
&PARTNERS304,742$44.3M0.28%+8,78613F-HRTimeline
Kondo Wealth Advisors, Inc.301,364$43.9M17.71%+9,11713F-HRTimeline
Ironsides Asset Advisors, LLC289,960$42.2M10.89%+75913F-HRTimeline
GM Advisory Group, LLC285,103$41.5M1.77%+31,03313F-HRTimeline
Financial Designs Corp276,570$41.2M23.85%+9,43413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS281,865$41.1M0.08%-1,61813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC273,916$39.9M14.95%-3,10213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…273,725$39.9M6.17%-2,92313F-HRTimelineGroup
JGP Wealth Management, LLC271,678$39.8M4.41%+8,09613F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC269,495$39.4M3.07%-4,74213F-HRTimelineGroup
Constellation Investments, Inc.270,500$39.4M1.84%013F-HRTimeline
Caprock Group, LLC277,392$39.2M0.97%13F-HRTimeline
Reliant Wealth Planning265,590$38.7M12.54%-16,69613F-HRTimeline
Heritage Wealth Advisors257,964$37.6M1.64%-36413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC257,292$37.5M0.23%+162,67913F-HR/ATimelineGroup
Valmark Advisers, Inc.247,503$36M0.47%-4,17013F-HRTimeline
Quantinno Capital Management LP244,186$35.6M0.1%+70,32913F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT244,115$35.6M16.72%13F-HRTimeline
Advus Financial Partners, LLC238,801$34.8M12.91%-5,79413F-HR/ATimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…229,445$33.4M2.46%-11,82113F-HRTimelineGroup
TRUE Private Wealth Advisors229,202$33.4M3.41%-6,06913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.222,121$32.4M0.24%+32,86713F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW215,742$31.4M4.45%-15,33013F-HRTimelineGroup
Capstone Financial Advisors, Inc.213,650$31.1M1.69%-1,67713F-HRTimeline
Sendero Wealth Management, LLC213,220$31.1M3.64%+60713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC207,364$30.2M0.02%+53,37113F-HRTimelineGroup
Advisory Services Network, LLC206,779$30.1M0.44%-1,86213F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…206,606$30.1M2.73%+87213F-HRTimeline
Composition Wealth, LLC206,318$30.1M0.45%+8,71113F-HRTimeline
Kaydan Wealth Management, Inc.206,197$30M8.58%+49,02613F-HRTimeline
Aerodigm Wealth, LLC202,695$29.6M12.47%+9,79513F-HRTimeline
Rehmann Capital Advisory Group202,239$29.5M1.61%-15,16113F-HRTimeline
Integrated Wealth Concepts LLC201,070$29.3M0.26%-2,30713F-HRTimeline
Squire Investment Management Company, L…200,551$29.2M9.51%+9,53013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…199,151$29M0.06%+95,14113F-HRTimelineGroup
Aptus Capital Advisors, LLC198,780$29M0.26%+95,14413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP194,611$28.3M<0.01%-7,52913F-HRTimelineGroup
NewEdge Advisors, LLC191,330$27.9M0.13%-67613F-HRTimeline
Trevian Wealth Management LLC190,513$27.7M14.89%+27,52513F-HRTimeline
MontVue Capital Management, Inc.190,274$27.7M18.58%+2,62913F-HRTimeline
Legacy Financial Advisors, Inc.188,158$27.4M3.78%-10,40013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC187,058$27.2M0.27%-2,90413F-HRTimelineGroup
Patton Albertson Miller Group, LLC187,020$27.2M3.29%-10,21413F-HRTimeline
KM Capital Management Ltd.186,838$27.2M12.58%-24,71513F-HRTimeline
Astoria Strategic Wealth, Inc.186,795$27.2M6.88%-12,35613F-HRTimeline
Edge Financial Advisors LLC185,681$27M12.12%+26313F-HRTimeline
Life Planning Partners, Inc185,236$27M19.7%-19313F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC184,534$26.9M8.44%+55013F-HRTimeline
Wealthspire Advisors, LLC183,190$26.7M0.14%-3,12613F-HRTimeline
IFP Advisors, Inc182,500$26.6M0.69%+30,97413F-HR/ATimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD182,198$26.5M0.03%013F-HRTimelineGroup
SWEENEY & MICHEL, LLC185,474$26.5M8.9%+1,20913F-HRTimeline
Financial Partners Group, Inc180,126$26.2M3.27%+91813F-HRTimeline
DURANTE & WATERS, LLC179,810$26.2M19.26%-2,25313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp179,719$26.2M<0.01%+7,19613F-HRTimelineGroup
Aletheian Wealth Advisors LLC179,143$26.1M12.13%-1,75613F-HRTimeline
Planned Solutions, Inc.178,907$26.1M9.04%+15,20413F-HRTimeline
Heck Capital Advisors, LLC177,134$25.8M2%-3,23413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…174,824$25.5M0.18%-3,82513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…172,682$25.2M0.5%-6,63913F-HRTimelineGroup
Canvas Wealth Advisors, LLC170,398$25M4.54%+6,13713F-HRTimeline
Stokes Family Office, LLC170,016$24.8M2.35%-12513F-HRTimeline
MJT & Associates Financial Advisory Gro…167,292$24.4M19.82%+154,27413F-HRTimeline
BRIGHTON JONES LLC162,178$23.6M0.57%+7,10813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC162,058$23.6M10.36%-11,36413F-HRTimeline
Bernardo Wealth Planning LLC159,339$23.2M4.55%+18,73513F-HRTimeline
Friedenthal Financial157,988$23M11.88%+6,21113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC157,612$23M0.03%+150,64713F-HRTimelineGroup
NWAM LLC156,075$22.9M1.24%+2,62313F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC156,585$22.8M0.38%-2,43913F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.156,347$22.8M1.88%-32313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC155,692$22.7M2.88%+2,39613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding152,760$22.2M-7,189Timeline
Peirce Capital Management, LLC152,484$22.2M9.23%+7,02513F-HRTimeline
Summit Financial, LLC152,462$22.2M0.34%+3,34013F-HRTimeline
TruNorth Capital Management, LLC152,435$22.2M4.39%-82113F-HRTimeline
Beacon Pointe Advisors, LLC151,957$22.1M0.19%-69,99913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.151,895$22.1M0.04%+2,60913F-HRTimelineGroup
Crestwood Advisors Group, LLC149,318$21.7M0.37%-260,95713F-HRTimeline
Cosner Financial Group, LLC146,885$21.4M11.5%-3,74213F-HRTimeline
Koshinski Asset Management, Inc.143,741$20.9M1.41%-3,97813F-HRTimeline
Robertson Stephens Wealth Management, L…140,508$20.5M0.62%-5,17713F-HRTimeline
Gleason Group, Inc.139,328$20.3M2.04%-7,55613F-HRTimeline
Modern Wealth Management, LLC138,883$20.2M0.4%-3,36813F-HRTimeline
COMERICA BANK137,906$20.1M0.08%+3,40313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …137,663$20.1M0.06%+1,80813F-HRTimelineGroup
Hickory Point Bank & Trust137,050$20M14.92%-2,20013F-HRTimeline
Cynosure Group, LLC136,369$19.9M2.16%-14,16313F-HR/ATimeline
SAX WEALTH ADVISORS, LLC133,716$19.5M1.05%-32313F-HRTimeline
Heritage Financial Services, LLC131,374$19.1M1.72%-2,53213F-HRTimeline
Physician Wealth Advisors, Inc.131,283$19.1M2.72%-6,13313F-HRTimeline
Gotham Asset Management, LLC128,689$18.7M0.08%+6,62913F-HRTimeline
Tortoise Investment Management, LLC128,253$18.7M1.66%-3,94413F-HRTimeline
Plancorp, LLC125,943$18.3M0.58%-4,06413F-HRTimeline
ROMANO BROTHERS AND COMPANY125,933$18.3M2.1%-3,38213F-HRTimeline
Litman Gregory Wealth Management LLC125,676$18.3M1.36%-57313F-HRTimeline