Skip to content

ITOT ISHARES TR

Follow

SHS (fund)

1,612 managers (1,631 13F filers) reported a position in ITOT shares at 2026-03-31, 361,645,579 shares in all. 91 filers opened a position and 103 filers sold out during the quarter.

Managers
1,612
13F filers
1,631
New
91
Added
619
Reduced
535
Sold out
103
Shares held by filers
361,645,579

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BlackRock, Inc.in group BlackRock, Inc.79,917,650$11.4B0.2%+9,205,43213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,970,413$9.4B1.87%+2,059,96613F-HR/ATimelineGroup
Wealthfront Advisers LLC14,373,487$2.05B4.49%+2,761,41113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding12,102,023$1.72B+908,468Timeline
ALLIANCEBERNSTEIN L.P.10,650,612$1.58B0.51%+676,31713F-HRTimeline
Betterment LLC10,617,929$1.51B2.86%-62,92613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,203,087$1.45B0.09%-696,67913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,618,420$943M0.07%+201,14213F-HRTimelineGroup
LPL Financial LLC5,929,433$845M0.22%-394,79113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,345,013$761M8.14%+4,095,13013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,268,890$608M+612,665Timeline
SigFig Wealth Management, LLC4,042,349$576M16.88%+404,11913F-HRTimeline
Blue Trust, Inc.3,872,493$552M6.31%-31,49113F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co3,595,344$512M10.72%013F-HRTimelineGroup
Ballentine Partners, LLC3,185,211$454M6.32%-48,56013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,900,761$413M8.98%+148,47713F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The2,246,560$320M3.73%013F-HRTimelineGroup
Creative Planningin group Creative Planning2,049,370$292M0.2%-35,35913F-HRTimelineGroup
Allworth Financial LP1,948,805$278M1.13%-37,59513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,948,699$278M0.09%-115,65613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,919,909$273M0.06%-151,13413F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,864,476$266M0.38%-97,99013F-HRTimelineGroup
SENTINEL TRUST CO LBA1,803,511$257M25.52%+29,10713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,711,050$244M0.96%-76,60013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,752,924$242M0.02%+200,29213F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,683,425$240M0.22%+186,84413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC1,616,418$230M2.66%+68,71213F-HRTimeline
Evensky & Katz LLC1,580,910$225M12.81%+92,61513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,519,015$216M0.38%+12,73813F-HRTimeline
Provenance Wealth Advisors, LLC1,510,211$215M22.77%-96,47913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,482,653$211M0.31%-77,37213F-HRTimelineGroup
Cisco Systems, Inc.in group Cisco Systems, Inc.1,372,500$195M61.65%-50,00013F-HRTimelineGroup
Disciplina Capital Management LLC1,343,930$191M20.29%+188,80613F-HRTimeline
TD Capital Management LLC1,339,942$191M17.17%-16,12513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,290,599$184M0.26%+88,68513F-HRTimeline
LJI Wealth Management, LLC1,221,359$174M27.83%+12,63813F-HRTimeline
Zhang Financial LLC1,181,952$168M5.82%+130,07513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,151,630$164M0.03%+23,93013F-HRTimelineGroup
Parallel Advisors, LLC1,141,392$163M2.93%-1,212,49213F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,118,776$159M+2,601Timeline
Constellation Investments, Inc.1,108,000$158M5.24%+500,00013F-HRTimeline
Tanager Wealth Management LLP1,107,276$158M15.26%+109,33713F-HRTimeline
Mariner, LLCin group Mariner, LLC1,096,242$156M0.18%-43,14013F-HRTimelineGroup
Mesirow Financial Investment Management…1,054,680$150M2.43%+315,17913F-HRTimeline
FMR LLCin group FMR LLC1,050,980$150M0.01%+60,67213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,033,105$147M-6,338Timeline
HB Wealth Management, LLC1,002,300$143M0.93%-18,37813F-HRTimeline
Claar Advisors LLC994,820$142M48.01%+22413F-HRTimeline
Winthrop Advisory Group LLC968,315$138M11.27%+50,00313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP990,403$138M0.07%+253,27413F-HRTimelineGroup
Wick Capital Partners, LLC929,652$132M24.15%+51,76713F-HRTimeline
HighTower Advisors, LLC918,546$131M0.14%-11,62413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV831,680$118M0.18%+5,35613F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC827,509$118M11.93%-46,55313F-HRTimelineGroup
Cetera Investment Advisers803,434$114M0.12%+2,43813F-HRTimeline
Facet Wealth, Inc.786,111$112M1.94%+153,52113F-HRTimeline
Goldstein Advisors, LLC772,851$110M12.23%+136,18713F-HRTimeline
True Link Financial Advisors, LLC742,657$106M6.53%-33,73713F-HR/ATimeline
Geneos Wealth Management Inc.731,384$104M2.42%+368,50613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC704,573$100M2.14%+33,27813F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC671,625$95.7M5.69%-66,73313F-HRTimeline
Cambridge Investment Research Advisors,…656,705$93.5M0.24%-8,91713F-HRTimeline
Ullmann Wealth Partners Group, LLC620,346$88.4M9.17%-13,19513F-HRTimeline
Johnson Bixby & Associates, LLC587,001$83.6M10.37%-102,57713F-HRTimeline
BLAIR WILLIAM & CO/IL577,496$82.3M0.24%+36,69613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP532,581$76.1M0.11%+62,19713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…514,613$73.3M0.13%+89,17413F-HRTimelineGroup
Orion Porfolio Solutions, LLC507,620$72.3M0.62%-68,82513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding493,093$70.2M+41,123Timeline
CWM, LLCin group CWM, LLC489,745$69.8M0.18%-45,87613F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP484,522$69M2.6%+18,18813F-HRTimeline
Aviso Financial Inc.465,585$66.3M2.36%+66,04213F-HRTimeline
Friday Financial464,604$66.2M22.8%+19,92013F-HRTimeline
Cresset Asset Management, LLC458,390$65.3M0.28%+7,70113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT454,946$64.8M12.1%+416,18213F-HRTimeline
MML INVESTORS SERVICES, LLC451,482$64.3M0.18%-59,89313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…443,636$63.2M0.04%+6,82813F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC439,711$62.6M2.87%-4,13813F-HRTimeline
Elm Partners Management LLC431,442$59.7M2.59%+27,17413F-HRTimeline
Brady Martz Wealth Solutions, LLC415,996$59.3M10.1%+11,91913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC412,884$58.8M0.01%+195,01313F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP395,545$56.3M1.18%+56,43613F-HRTimeline
Tulsa Wealth Advisors, INC394,861$56.2M9.86%new13F-HRTimeline
Steffes Financial, Ltd.392,836$56M29.53%-3,06813F-HRTimeline
Clark Capital Management Group, Inc.390,475$55.6M0.34%-12,51613F-HRTimeline
REGATTA CAPITAL GROUP, LLC389,492$55.5M8.4%+11,68913F-HRTimeline
GM Advisory Group, LLC377,781$53.8M2.07%+37,59913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC377,533$53.8M8.08%+33,70113F-HRTimeline
&PARTNERS365,958$52.1M0.26%+6,52413F-HRTimeline
jvl associates llc357,629$50.9M17.08%-102,63213F-HRTimeline
Strategic Point Investment Advisors, LLC353,225$50.3M7.31%-2,04313F-HRTimeline
BLB&B Advisors, LLC350,348$49.9M2.06%+16,69013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC345,197$49.2M0.24%+101,51713F-HRTimelineGroup
Smallwood Wealth Investment Management,…342,517$48.8M25.71%-3,23713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC338,550$48.2M0.92%-5,95413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC334,051$47.6M0.02%+16,29113F-HRTimelineGroup
Beacon Pointe Advisors, LLC331,762$47.3M0.25%+162,82313F-HRTimeline
Pure Financial Advisors, LLC330,815$47.1M0.68%+4,32513F-HRTimeline
Eldridge Investment Advisors, Inc.328,100$46.7M10.24%-4,53413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC322,440$46.3M1.71%new13F-HRTimelineGroup
Adventist Health System/ West321,151$45.7M8.11%013F-HRTimeline
Truepoint, Inc.320,658$45.7M1.02%-4,14213F-HRTimeline
Kondo Wealth Advisors, Inc.317,668$45.2M17.03%+5,90713F-HRTimeline
Nearwater Capital Markets, Ltd310,000$44.2M1.04%new13F-HRTimeline
Quantinno Capital Management LP307,418$43.8M0.07%+18,47713F-HRTimeline
FAMILY WEALTH PARTNERS, LLC306,121$43.6M14.88%+41,66013F-HRTimeline
Private Advisor Group, LLC304,077$43.3M0.2%+44,38313F-HRTimeline
JGP Wealth Management, LLC297,408$42.4M4.41%+11,82613F-HRTimeline
Ironsides Asset Advisors, LLC288,878$41.1M10.32%+40313F-HRTimeline
Procyon Advisors, LLC287,937$41M2.02%-30,33313F-HRTimeline
HighPoint Advisor Group LLC285,932$40.7M1.71%-13713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC285,740$40.7M1.07%-47,99613F-HRTimelineGroup
Financial Designs Corp284,249$40.5M22.54%+1,08613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…288,164$40.1M0.09%-171,37713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP276,243$39.3M0.05%-203,66213F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…268,122$38.2M5.57%-2,64513F-HRTimelineGroup
Caprock Group, LLC264,468$37.7M0.91%-3,73913F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT263,005$37.5M17.99%+8,29913F-HRTimeline
Heritage Wealth Advisors257,812$36.7M1.43%-15213F-HRTimeline
Reliant Wealth Planning255,733$36.4M11.01%-6,75313F-HRTimeline
Klaas Financial Asset Advisors, LLC252,919$36M4.97%-981,52813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC245,614$35M0.43%-243,49313F-HRTimelineGroup
Advisory Services Network, LLC239,320$34.1M0.45%+6,28613F-HRTimeline
Aspirean Wealth, LLC233,757$33.3M36.16%+4,52813F-HRTimeline
Independent Order of Foresters233,510$33.3M32.65%-439,23413F-HRTimeline
Valmark Advisers, Inc.232,526$33.1M0.39%-2,74913F-HRTimeline
Squire Investment Management Company, L…232,201$33.1M9.19%+16,82113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding228,835$32.6M+141,256Timeline
Planned Solutions, Inc.227,909$32.5M10.71%+11,53413F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…226,367$32.2M2.26%-3,21213F-HRTimelineGroup
Coquina Private Wealth LLC226,003$32.2M25.89%+6,98313F-HRTimeline
TRUE Private Wealth Advisors223,533$31.8M3.03%-3,25913F-HRTimeline
Composition Wealth, LLC221,090$31.5M0.43%-3,57213F-HRTimeline
Trevian Wealth Management LLC220,249$31.4M15.48%+11,78213F-HRTimeline
Integrated Wealth Concepts LLC220,145$31.4M0.25%+23,92613F-HRTimeline
Capstone Financial Advisors, Inc.218,187$31.1M1.67%+3,99413F-HRTimeline
NewEdge Advisors, LLC216,720$30.9M0.11%+20,29413F-HR/ATimeline
Aerodigm Wealth, LLC216,296$30.8M11.59%+5,99113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp215,665$30.7M0.01%+33,65113F-HRTimelineGroup
Sendero Wealth Management, LLC214,689$30.6M3.38%+48813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW209,887$29.9M4.65%+7,47513F-HRTimelineGroup
SWEENEY & MICHEL, LLC198,413$29.8M8.77%+2,71613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…208,943$29.8M0.54%+6313F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…208,360$29.7M2.47%-15513F-HRTimeline
Advus Financial Partners, LLC206,545$29.4M11.14%-36,99513F-HR/ATimeline
Summit Financial, LLC205,017$29.2M0.37%+49,61013F-HRTimeline
MJT & Associates Financial Advisory Gro…202,069$28.8M21.13%+16,29913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC200,636$28.6M0.24%+18,49413F-HRTimelineGroup
E-Wealth Partners, LLC194,079$27.6M22.4%+9,84913F-HRTimeline
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD192,043$27.4M0.05%-213F-HRTimelineGroup
MontVue Capital Management, Inc.191,843$27.3M18.62%+1,94813F-HRTimeline
NWAM LLC187,350$26.7M1.54%+31,30413F-HRTimeline
Canvas Wealth Advisors, LLC185,224$26.4M4.49%+12,03413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP182,918$26.1M<0.01%-3,21513F-HRTimelineGroup
DURANTE & WATERS, LLC182,185$25.9M18.78%-1,72013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC180,719$25.7M7.95%-4,67813F-HRTimeline
Financial Partners Group, Inc179,507$25.6M3.06%+42113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC176,721$25.2M2.89%+12,93113F-HRTimeline
Life Planning Partners, Inc176,509$25.1M19.19%-11213F-HRTimeline
Rehmann Capital Advisory Group172,866$24.6M1.28%-15,73513F-HRTimeline
Legacy Financial Advisors, Inc.169,271$24.1M3.37%-8,71313F-HRTimeline
Patton Albertson Miller Group, LLC169,121$24.1M2.86%-12,17713F-HRTimeline
Prism Planning Partners LLC169,014$24.1M28.47%+6,98013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC168,802$24M13.02%+8,71113F-HRTimeline
Plancorp, LLC161,483$24M0.68%+24,16813F-HRTimeline
BRIGHTON JONES LLC165,930$23.6M0.52%+9,31813F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.164,374$23.4M0.04%-13,31113F-HRTimelineGroup
Bernardo Wealth Planning LLC164,150$23.4M4.58%+1,92313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…163,823$23.3M0.14%-21,88013F-HRTimelineGroup
Aletheian Wealth Advisors LLC161,336$23M11.2%13F-HRTimeline
Astoria Strategic Wealth, Inc.160,983$22.9M5.82%-2,38713F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.159,673$22.7M1.84%+1,65713F-HRTimeline
Peirce Capital Management, LLC159,401$22.7M8.88%+7,27313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC157,681$22.5M0.33%-2,18913F-HRTimelineGroup
OneDigital Investment Advisors LLC155,588$22.2M0.22%+37,89813F-HRTimeline
Friedenthal Financial153,842$21.9M11.01%+5,19913F-HRTimeline
Vise Technologies, Inc.145,507$21.6M0.42%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding151,614$21.6M-561Timeline
TruNorth Capital Management, LLC148,899$21.2M4.07%-18213F-HRTimeline
Janney Montgomery Scott LLC144,059$20.5M0.05%+13,43513F-HRTimeline
SAX WEALTH ADVISORS, LLC136,654$20.3M0.98%-6213F-HRTimeline
Stokes Family Office, LLC142,304$20.3M2.09%-22,99913F-HRTimeline
Crestwood Advisors Group, LLC141,733$20.2M0.34%-4,52013F-HRTimeline
Koshinski Asset Management, Inc.141,313$20.1M1.25%-3,88913F-HRTimeline
Heck Capital Advisors, LLC141,043$20.1M1.49%-63,73613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC140,440$20M0.36%+40,55313F-HRTimeline
Cosner Financial Group, LLC139,444$19.9M10.91%-8,10413F-HRTimeline
Finhabits Advisors LLC139,046$19.8M18.27%+6,72513F-HRTimeline
Gleason Group, Inc.137,129$19.5M1.93%-1,94113F-HRTimeline
Farther Finance Advisors, LLC136,053$19.5M0.18%+23,92713F-HRTimeline
Modern Wealth Management, LLC132,584$19M0.33%-9,42413F-HRTimeline
Kaufman Rossin Wealth, LLC133,064$19M10.86%+8,02313F-HRTimeline
Hickory Point Bank & Trust132,700$18.9M12.47%-2,85013F-HRTimeline
Gotham Asset Management, LLC130,604$18.6M0.06%+1,91513F-HRTimeline
Physician Wealth Advisors, Inc.128,127$18.2M2.54%+1,43913F-HRTimeline
ROMANO BROTHERS AND COMPANY126,526$18M2.05%+74813F-HRTimeline
BCGM Wealth Management, LLC125,569$17.9M4.49%+13,07013F-HRTimeline
Wealthspire Retirement, LLC124,712$17.8M1.07%+1,52213F-HRTimeline
BEACON FINANCIAL GROUP124,398$17.7M1.77%+7,31713F-HRTimeline
STEVENS CAPITAL PARTNERS123,412$17.6M4.23%+9,42313F-HRTimeline