# ISHARES TR (ITOT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ITOT/

- Reporting holders: 100
- Reported value: $1.2B
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $664.9M | 3,998,550 | 16.6% | 14 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $108.4M | 650,357 | 21.4% | 8 |
| [jvl associates llc](https://holderbook.com/funds/1915765-jvl-associates-llc/) | $56.3M | 338,675 | 16.2% | 36 |
| [Financial Designs Corp](https://holderbook.com/funds/1561383-financial-designs-corp/) | $46.7M | 281,068 | 24.1% | 13 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $33.5M | 201,764 | 21.7% | 6 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $29.3M | 176,143 | 11.8% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $24.2M | 145,757 | 0.2% | 16 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $22.1M | 132,700 | 13.3% | 8 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $17.0M | 102,321 | 5.8% | 20 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $13.9M | 83,841 | 3.3% | 28 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $10.9M | 65,467 | 1.1% | 32 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $10.6M | 63,551 | 9.8% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $9.5M | 56,103 | 0.1% | 25 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $9.3M | 56,035 | 1.9% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $8.9M | 53,060 | 0.2% | 20 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $8.6M | 51,454 | 0.6% | 32 |
| [DKM Wealth Management, Inc.](https://holderbook.com/funds/2055833-dkm-wealth-management-inc/) | $8.5M | 50,917 | 5.4% | 8 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $7.5M | 45,077 | 0.1% | 21 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $7.1M | 42,552 | 0.5% | 25 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $6.9M | 41,381 | 1.8% | 24 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $6.9M | 41,276 | 0.4% | 31 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $6.7M | 40,390 | 1.2% | 30 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $5.8M | 34,834 | 0.5% | 8 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $5.2M | 31,159 | 1.0% | 24 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $4.6M | 27,601 | 0.7% | 31 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 100 | $1.2B |
| Q2 2026 | 1,719 | $62.9B |
| Q1 2026 | 1,623 | $60.9B |
| Q4 2025 | 1,653 | $51.5B |
| Q3 2025 | 1,526 | $49.0B |
| Q2 2025 | 1,476 | $43.1B |
| Q1 2025 | 1,436 | $38.1B |
| Q4 2024 | 1,433 | $43.7B |
| Q3 2024 | 1,285 | $37.2B |
| Q2 2024 | 1,247 | $34.6B |
| Q1 2024 | 1,227 | $35.2B |
| Q4 2023 | 1,181 | $31.2B |