ISHARES TR (ITOT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,668
Reporting holders
$58.5B
Reported value
0.1%
Held as options
+92
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $14.1B | 85,943,202 | 0.21% | 8q | +7.5%+$989.8M |
| WELLS FARGO & COMPANY/MN | $10.9B | 66,599,281 | 1.77% | 31q | -49.5%-$10.7B |
| Wealthfront Advisers LLC | $2.5B | 14,987,349 | 4.73% | 17q | +4.3%+$100.8M |
| MORGAN STANLEY | $1.7B | 10,164,560 | 0.09% | 35q | HELD |
| ALLIANCEBERNSTEIN L.P. | $1.6B | 11,218,914 | 0.53% | 31q | +5.3%+$80.9M |
| Focus Partners Wealth | $1.4B | 8,536,010 | 1.44% | 11q | +27.7%+$303.9M |
| BANK OF AMERICA CORP /DE/ | $1.1B | 6,547,081 | 0.07% | 31q | -1.1%-$11.7M |
| LPL Financial LLC | $1.1B | 6,546,183 | 0.24% | 31q | +10.4%+$101.3M |
| Focus Partners Advisor Solutions, LLC | $962.4M | 5,859,022 | 8.16% | 18q | +8.2%+$72.8M |
| ALLSTATE CORP | $867.3M | 5,279,976 | 8.66% | 31q | -1.2%-$10.7M |
| ENVESTNET ASSET MANAGEMENT INC | $686.3M | 4,177,729 | 0.16% | 31q | -1.3%-$9.2M |
| Blue Trust, Inc. | $672.0M | 4,090,776 | 7.04% | 17q | +5.6%+$35.9M |
| SigFig Wealth Management, LLC | $663.7M | 4,070,270 | 17.59% | 13q | +0.7%+$4.6M |
| Ballentine Partners, LLC | $517.4M | 3,149,753 | 6.32% | 31q | -1.1%-$5.8M |
| Auto-Owners Insurance Co | $499.0M | 3,037,774 | 11.27% | 15q | -15.5%-$91.6M |
| AlTi Global, Inc. | $491.5M | 2,992,236 | 10.16% | 11q | +3.2%+$15.0M |
| Norinchukin Bank, The | $369.0M | 2,246,560 | 3.59% | 5q | HELD |
| AMERIPRISE FINANCIAL INC | $348.8M | 2,123,118 | 0.07% | 31q | -44.7%-$282.0M |
| Creative Planning | $339.0M | 2,063,768 | 0.20% | 31q | +0.7%+$2.4M |
| RAYMOND JAMES FINANCIAL INC | $330.0M | 2,009,020 | 0.09% | 7q | +3.1%+$9.9M |
| JONES FINANCIAL COMPANIES LLLP | $302.3M | 1,879,380 | 0.12% | 27q | +89.8%+$143.0M |
| Cerity Partners LLC | $302.0M | 1,838,405 | 0.37% | 25q | -1.4%-$4.3M |
| Allworth Financial LP | $301.6M | 1,835,875 | 1.28% | 31q | -5.8%-$18.6M |
| JPMORGAN CHASE & CO | $291.6M | 1,787,944 | 0.02% | 31q | +2.0%+$5.7M |
| STIFEL FINANCIAL CORP | $286.1M | 1,741,348 | 0.24% | 31q | +3.4%+$9.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $276.4M | 1,682,695 | 0.17% | 30q | +102.3%+$139.8M |
| Lido Advisors, LLC | $268.5M | 1,634,628 | 0.73% | 31q | -4.5%-$12.6M |
| OSAIC HOLDINGS, INC. | $255.6M | 1,555,858 | 0.30% | 26q | +4.9%+$12.0M |
| Prime Capital Investment Advisors, LLC | $249.2M | 1,517,244 | 2.42% | 31q | -6.1%-$16.3M |
| Provenance Wealth Advisors, LLC | $245.5M | 1,494,425 | 23.39% | 12q | -1.0%-$2.6M |
| CAPTRUST FINANCIAL ADVISORS | $244.9M | 1,490,952 | 0.37% | 26q | -1.8%-$4.6M |
| Cisco Systems, Inc. | $213.1M | 1,297,500 | 52.60% | 19q | -5.5%-$12.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $211.7M | 1,288,810 | 0.27% | 31q | HELD |
| TD Capital Management LLC | $209.4M | 1,275,016 | 17.12% | 31q | -4.8%-$10.7M |
| Zhang Financial LLC | $204.8M | 1,246,429 | 5.98% | 39q | +5.5%+$10.6M |
| Goldstein Advisors, LLC | $204.6M | 1,245,712 | 18.70% | 15q | +61.2%+$77.7M |
| LJI Wealth Management, LLC | $194.5M | 1,183,884 | 27.24% | 15q | -3.1%-$6.2M |
| ROYAL BANK OF CANADA | $187.5M | 1,141,681 | 0.03% | 31q | -0.9%-$1.6M |
| Disciplina Capital Management LLC | $187.4M | 1,140,744 | 19.36% | 31q | -15.1%-$33.4M |
| Constellation Investments, Inc. | $182.0M | 1,108,000 | 5.72% | 7q | HELD |
| Parallel Advisors, LLC | $181.8M | 1,106,752 | 2.77% | 31q | -3.0%-$5.7M |
| Tanager Wealth Management LLP | $180.8M | 1,100,577 | 15.74% | 6q | -0.6%-$1.1M |
| FMR LLC | $179.3M | 1,091,601 | 0.01% | 31q | +3.9%+$6.7M |
| Mesirow Financial Investment Management, Inc. | $176.9M | 1,076,654 | 2.78% | 11q | +2.1%+$3.6M |
| Corient Private Wealth LP | $174.0M | 1,059,445 | 0.11% | 15q | +98.9%+$86.5M |
| Mariner, LLC | $172.9M | 1,053,377 | 0.18% | 31q | -3.9%-$7.0M |
| Stratos Investment Management, LLC | $172.2M | 1,047,978 | 6.22% | 30q | +1.8%+$3.1M |
| Wick Capital Partners, LLC | $170.2M | 1,036,086 | 25.68% | 9q | +11.4%+$17.5M |
| Winthrop Advisory Group LLC | $168.5M | 1,025,806 | 11.35% | 30q | +5.9%+$9.4M |
| HB Wealth Management, LLC | $164.0M | 998,509 | 0.92% | 19q | HELD |
| Claar Advisors LLC | $163.2M | 993,607 | 52.58% | 26q | HELD |
| UBS Group AG | $159.6M | 971,745 | 0.02% | 31q | -4.4%-$7.4M |
| HighTower Advisors, LLC | $158.1M | 962,318 | 0.15% | 31q | +4.8%+$7.2M |
| Cetera Investment Advisers | $135.2M | 822,853 | 0.12% | 31q | +2.4%+$3.2M |
| Facet Wealth, Inc. | $125.4M | 763,136 | 1.80% | 23q | -2.9%-$3.8M |
| True Link Financial Advisors, LLC | $116.3M | 1,407,556 | 6.64% | 23q | +89.5%+$54.9M |
| Geneos Wealth Management Inc. | $115.5M | 703,221 | 2.36% | 42q | -3.9%-$4.6M |
| Rock Creek Group LLC | $111.1M | 676,034 | 11.18% | 22q | -18.3%-$24.9M |
| Ullmann Wealth Partners Group, LLC | $99.9M | 608,438 | 9.08% | 31q | -1.9%-$2.0M |
| Johnson Bixby & Associates, LLC | $96.7M | 588,632 | 10.79% | 23q | HELD |
| Cresset Asset Management, LLC | $93.8M | 570,739 | 0.34% | 31q | +24.5%+$18.5M |
| BLAIR WILLIAM & CO/IL | $91.4M | 556,582 | 0.24% | 31q | -3.6%-$3.4M |
| Rockefeller Capital Management L.P. | $89.8M | 546,556 | 0.14% | 28q | +6.2%+$5.2M |
| CORRECT CAPITAL WEALTH MANAGEMENT | $89.7M | 546,145 | 15.47% | 11q | +20.0%+$15.0M |
| AQR CAPITAL MANAGEMENT LLC | $86.7M | 527,922 | 0.03% | 11q | +58.0%+$31.8M |
| Orion Porfolio Solutions, LLC | $86.6M | 527,349 | 0.66% | 31q | +3.9%+$3.2M |
| Friday Financial | $85.9M | 523,396 | 23.00% | 7q | +12.7%+$9.6M |
| Wealthspire Advisors, LLC | $84.7M | 515,328 | 0.47% | 31q | +447.7%+$69.2M |
| Aviso Financial Inc. | $84.1M | 511,817 | 2.92% | 9q | +9.9%+$7.6M |
| Ancora Advisors LLC | $82.4M | 501,601 | 1.59% | 31q | -28.8%-$33.3M |
| MML INVESTORS SERVICES, LLC | $82.1M | 500,031 | 0.17% | 31q | +10.8%+$8.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $73.0M | 444,613 | 0.04% | 31q | HELD |
| SIMON QUICK ADVISORS, LLC | $72.1M | 438,896 | 2.91% | 17q | HELD |
| Brady Martz Wealth Solutions, LLC | $70.5M | 429,338 | 10.65% | 7q | +3.2%+$2.2M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $69.3M | 421,882 | 2.44% | 22q | -12.9%-$10.3M |
| Kestra Advisory Services, LLC | $69.3M | 421,807 | 0.22% | 24q | +1.8%+$1.2M |
| Elm Partners Management LLC | $66.8M | 406,864 | 2.40% | 31q | -5.7%-$4.0M |
| NORTHWEST WEALTH MANAGEMENT, LLC | $66.3M | 403,829 | 8.75% | 21q | +7.0%+$4.3M |
| Steffes Financial, Ltd. | $66.1M | 402,246 | 28.53% | 3q | +2.4%+$1.5M |
| REGATTA CAPITAL GROUP, LLC | $66.0M | 401,634 | 8.87% | 19q | +3.1%+$2.0M |
| Private Advisor Group, LLC | $65.0M | 395,834 | 0.30% | 31q | +30.2%+$15.1M |
| MISSION WEALTH MANAGEMENT, LP | $64.8M | 394,277 | 0.79% | 31q | HELD |
| Tulsa Wealth Advisors, INC | $63.5M | 386,317 | 8.94% | 2q | -2.2%-$1.4M |
| &PARTNERS | $63.0M | 382,673 | 0.26% | 10q | +4.6%+$2.7M |
| Clark Capital Management Group, Inc. | $61.3M | 372,906 | 0.33% | 5q | -4.5%-$2.9M |
| BLB&B Advisors, LLC | $59.1M | 359,749 | 2.16% | 31q | +2.7%+$1.5M |
| Strategic Point Investment Advisors, LLC | $59.0M | 358,955 | 7.68% | 31q | +1.6%+$941.3K |
| HighPoint Advisor Group LLC | $57.9M | 352,706 | 2.04% | 3q | +23.4%+$11.0M |
| Empowered Funds, LLC | $57.9M | 352,671 | 0.31% | new | NEW |
| jvl associates llc | $57.7M | 351,336 | 16.37% | 35q | -1.8%-$1.0M |
| Smallwood Wealth Investment Management, LLC | $57.1M | 347,654 | 24.95% | 19q | +1.5%+$843.9K |
| Savant Capital, LLC | $55.8M | 339,693 | 0.16% | 31q | -1.6%-$904.3K |
| Beacon Pointe Advisors, LLC | $55.5M | 337,983 | 0.26% | 27q | +1.9%+$1.0M |
| NICOLET BANKSHARES INC | $54.7M | 331,608 | 1.74% | 2q | +2.8%+$1.5M |
| Forvis Mazars Wealth Advisors, LLC | $54.6M | 332,253 | 0.91% | 31q | -1.9%-$1.0M |
| Eldridge Investment Advisors, Inc. | $54.3M | 330,853 | 10.76% | 31q | +0.8%+$452.2K |
| Quantinno Capital Management LP | $54.0M | 328,772 | 0.06% | 15q | +6.9%+$3.5M |
| Pure Financial Advisors, LLC | $54.0M | 328,641 | 0.69% | 31q | -0.7%-$357.1K |
| Kondo Wealth Advisors, Inc. | $53.8M | 327,735 | 18.00% | 7q | +3.2%+$1.7M |
| Adventist Health System/ West | $52.8M | 321,151 | 8.27% | 4q | HELD |
Showing the largest 100 of 1,713 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,668 | $58.5B | 358,181,994 | 144 | 452 | 482 | 0.1% |
| Q1 2026 | 1,576 | $58.6B | 410,464,826 | 90 | 482 | 455 | 0.1% |
| Q4 2025 | 1,599 | $48.2B | 324,057,491 | 91 | 421 | 476 | 0.0% |
| Q3 2025 | 1,475 | $46.3B | 317,674,662 | 96 | 388 | 453 | 0.0% |
| Q2 2025 | 1,413 | $40.3B | 298,660,583 | 119 | 442 | 419 | 0.0% |
| Q1 2025 | 1,370 | $35.5B | 292,236,628 | 79 | 422 | 418 | 0.0% |
| Q4 2024 | 1,369 | $36.9B | 286,775,142 | 89 | 357 | 410 | 0.0% |
| Q3 2024 | 1,217 | $34.5B | 274,733,341 | 86 | 361 | 359 | 0.0% |
| Q2 2024 | 1,178 | $31.9B | 269,003,180 | 82 | 343 | 350 | 0.0% |
| Q1 2024 | 1,160 | $32.6B | 281,939,456 | 102 | 350 | 360 | 0.2% |
| Q4 2023 | 1,104 | $28.4B | 270,030,992 | 96 | 356 | 307 | 0.1% |
| Q3 2023 | 992 | $23.5B | 248,785,803 | 36 | 283 | 323 | 0.1% |
| Q2 2023 | 993 | $23.0B | 235,806,002 | 49 | 298 | 326 | 0.1% |
| Q1 2023 | 952 | $20.4B | 225,583,039 | 50 | 255 | 340 | 0.1% |
| Q4 2022 | 913 | $19.9B | 235,351,135 | 83 | 270 | 282 | 0.1% |
| Q3 2022 | 979 | $23.1B | 289,376,897 | 54 | 319 | 328 | 0.1% |
| Q2 2022 | 994 | $26.4B | 314,112,167 | 82 | 370 | 298 | 0.0% |
| Q1 2022 | 1,003 | $27.5B | 271,904,521 | 73 | 355 | 295 | 0.1% |
| Q4 2021 | 994 | $28.8B | 269,641,424 | 82 | 340 | 241 | 0.1% |
| Q3 2021 | 873 | $24.8B | 255,976,957 | 58 | 286 | 246 | 0.1% |
| Q2 2021 | 865 | $24.3B | 245,666,023 | 72 | 313 | 248 | 0.1% |
| Q1 2021 | 827 | $21.8B | 238,368,325 | 69 | 267 | 268 | 0.3% |
| Q4 2020 | 806 | $19.3B | 222,295,958 | 72 | 243 | 234 | 0.4% |
| Q3 2020 | 698 | $16.2B | 213,261,766 | 44 | 188 | 265 | 0.5% |
| Q2 2020 | 687 | $14.9B | 215,409,534 | 66 | 185 | 296 | 0.4% |
| Q1 2020 | 675 | $13.0B | 239,693,029 | 81 | 235 | 254 | 0.5% |
| Q4 2019 | 694 | $15.1B | 206,991,178 | 61 | 228 | 197 | 0.0% |
| Q3 2019 | 583 | $13.6B | 203,068,268 | 46 | 235 | 174 | 0.0% |
| Q2 2019 | 566 | $12.5B | 187,111,618 | 55 | 257 | 138 | 0.1% |
| Q1 2019 | 549 | $10.7B | 165,724,404 | 73 | 222 | 139 | 0.0% |
| Q4 2018 | 508 | $8.6B | 152,385,742 | 6 | 16 | 6 | 0.0% |