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Disclosery

ITOT ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 101 13F filers report a position in ITOT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
SigFig Wealth Management, LLC3,998,550$665M16.6%-71,72013F-HRTimeline
Friday Financial650,357$108M21.43%+126,96113F-HRTimeline
jvl associates llc338,675$56.3M16.21%-12,66113F-HRTimeline
Financial Designs Corp281,068$46.7M24.06%-15313F-HRTimeline
MJT & Associates Financial Advisory Gro…201,764$33.5M21.7%+5,60713F-HRTimeline
Aletheian Wealth Advisors LLC176,143$29.3M11.76%+10,43113F-HRTimeline
Farther Finance Advisors, LLC145,757$24.2M0.17%+11,09313F-HRTimeline
Hickory Point Bank & Trust132,700$22.1M13.27%013F-HRTimeline
Kaydan Wealth Management, Inc.102,321$17M5.84%-2,32113F-HRTimeline
KFA Private Wealth Group, LLC83,841$13.9M3.28%+1,09113F-HRTimeline
Grove Bank & Trust65,467$10.9M1.08%-1013F-HRTimeline
CogentBlue Wealth Advisors, LLC63,551$10.6M9.82%-50713F-HRTimeline
Apella Capital, LLC56,103$9.5M0.12%+2,21413F-HRTimeline
Monument Capital Management56,035$9.32M1.94%-92313F-HRTimeline
Wedmont Private Capital53,060$8.94M0.21%+8,53313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION51,454$8.56M0.62%-43513F-HRTimeline
DKM Wealth Management, Inc.50,917$8.47M5.36%+2,52313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC45,077$7.5M0.09%+1,17813F-HRTimeline
First Heartland Consultants, Inc.42,552$7.08M0.47%-2,05713F-HRTimeline
Capital Planning LLC41,381$6.88M1.83%-49513F-HRTimeline
Legacy Private Trust Co.41,276$6.86M0.38%-2,89913F-HRTimeline
Investors Research Corp40,390$6.72M1.18%-18,03013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…34,834$5.79M0.5%-1713F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC31,159$5.18M1.03%-2,80213F-HRTimeline
Montecito Bank & Trust27,601$4.59M0.69%-28913F-HRTimeline
Valeo Financial Advisors, LLC26,349$4.38M0.09%+3,09613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,800$4.12M2.48%013F-HRTimeline
DOLIVER ADVISORS, LP23,945$3.98M0.87%-9,73713F-HRTimeline
Cooper Financial Group17,777$2.96M0.24%-4413F-HRTimeline
Wealth Group Ltd17,162$2.88M0.53%-50413F-HRTimeline
Asempa Wealth Advisors17,240$2.87M2.24%+46713F-HRTimeline
Hamilton Capital, LLC16,930$2.82M0.16%+8813F-HRTimeline
Castleview Partners, LLC16,761$2.79M1.22%+4,52813F-HRTimeline
Box Hill Private Wealth LLC12,833$2.13M1.55%+18613F-HRTimeline
Whitcomb & Hess, Inc.12,495$2.08M0.44%-57313F-HRTimeline
Weaver Consulting Group12,277$2.04M0.4%+113F-HRTimeline
Bill Few Associates, Inc.12,041$2M0.42%013F-HRTimeline
Rosenberg Matthew Hamilton11,360$1.89M0.34%-12013F-HRTimeline
Galvin, Gaustad & Stein, LLC11,166$1.86M0.14%-32713F-HRTimeline
Prosperity Planning, Inc.11,030$1.83M0.41%-7213F-HRTimeline
LEGACY SOLUTIONS, LLC9,467$1.57M1.2%+413F-HRTimeline
Baring Financial LLC9,304$1.55M0.83%+8413F-HRTimeline
Pathway Financial Advisors LLC9,200$1.53M0.17%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.8,715$1.45M0.24%+1,10513F-HRTimeline
ATWOOD & PALMER INC8,137$1.35M0.07%013F-HRTimeline
Sprinkle Financial Consultants LLC7,751$1.29M0.5%-1,05313F-HRTimeline
Avidian Wealth Enterprises, LLC6,545$1.09M0.03%-1,31413F-HRTimeline
CHAPIN DAVIS, INC.5,579$928K0.18%-4913F-HRTimeline
Successful Portfolios LLC5,413$915K0.42%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,271$876K0.08%+45913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,160$858K0.06%013F-HRTimelineGroup
Cadent Capital Advisors, LLC4,839$805K0.17%013F-HRTimeline
Cambridge Financial Group, LLC4,850$797K0.25%013F-HRTimeline
CoreCap Advisors, LLC4,408$733K0.02%+113F-HRTimeline
GAMMA Investing LLC4,376$728K0.02%+13413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,215$701K0.2%+613F-HRTimeline
Stonebridge Financial Group, LLC4,032$670K0.05%+2013F-HRTimeline
Trinity Financial Advisors LLC3,951$657K0.17%+1013F-HRTimeline
DAVIDSON TRUST CO3,880$645K0.25%+1,28713F-HRTimeline
Canandaigua National Trust Co of Florida3,748$623K0.34%13F-HRTimeline
McNaughton Wealth Management, LLC3,662$609K0.21%013F-HRTimeline
CX Institutional3,579$595K0.02%-32613F-HRTimeline
MKD WEALTH COACHES, LLC3,394$564K0.47%013F-HRTimeline
Echo45 Advisors LLC3,158$525K0.24%-25113F-HRTimeline
Pioneer Wealth Management Group3,081$512K0.12%+2613F-HRTimeline
LAWOOD & CO3,073$511K0.35%-28613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,057$508K0.1%+44813F-HRTimeline
Great Waters Wealth Management2,822$469K0.04%013F-HRTimeline
Heartwood Wealth Advisors LLC2,809$467K0.04%013F-HRTimeline
Sincerus Advisory, LLC2,703$449K0.29%+213F-HRTimeline
Financial Symmetry Inc2,672$444K0.14%+613F-HRTimeline
Shira Ridge Wealth Management2,505$417K0.14%013F-HRTimeline
Castle Rock Wealth Management, LLC2,435$414K0.08%+713F-HRTimeline
PFW Advisors LLC2,465$410K0.12%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,453$408K0.01%+313F-HRTimelineGroup
Hardin Capital Partners, LLC2,178$362K0.18%-2813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,083$350K0.05%+113F-HRTimeline
Crumly & Associates Inc.1,965$327K0.06%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,905$317K0.07%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,658$276K0.07%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,600$266K0.05%013F-HRTimeline
Sound Income Strategies, LLC1,463$247K0.01%-21513F-HRTimeline
Lincoln Capital LLC1,378$229K0.04%-813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,325$220K0.03%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC1,304$217K0.14%013F-HRTimeline
David J Yvars Group1,291$215K0.1%+4313F-HRTimeline
FC Advisory LLC1,284$214K0.06%+313F-HRTimeline
TrueWealth Advisors, LLC1,206$201K0.05%-6013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC708$118K0.01%013F-HRTimeline
Pacifica Partners Inc.551$91.8K0.03%013F-HRTimeline
GoalVest Advisory LLC390$64.8K0.01%013F-HRTimeline
EASTERN BANK373$62K<0.01%-23213F-HRTimeline
Trust Co231$38.4K<0.01%013F-HRTimeline
Noble Wealth Management PBC200$33.3K0.02%-2713F-HRTimeline
Davis Capital Management145$24.2K0.01%013F-HRTimeline
Versant Capital Management, Inc111$18.5K<0.01%013F-HRTimeline
Planning Strategies Inc.85$14.1K0.01%new13F-HRTimeline
Roxbury Financial LLC55$9.18K0.01%013F-HRTimeline
Polaris Financial Partners41$7K<0.01%13F-HRTimeline
Olistico Wealth, LLC22$3.66K<0.01%013F-HRTimeline
Horizons Wealth Management18$2.99K<0.01%13F-HRTimeline