ISHARES TR (ITOT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
100
Reporting holders
$1.2B
Reported value
0.0%
Calls
0.0%
Puts
-1,619
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SigFig Wealth Management, LLC | $664.9M | 3,998,550 | 16.60% | 14q | -1.8%-$11.9M |
| Friday Financial | $108.4M | 650,357 | 21.43% | 8q | +24.3%+$21.2M |
| jvl associates llc | $56.3M | 338,675 | 16.21% | 36q | -3.6%-$2.1M |
| Financial Designs Corp | $46.7M | 281,068 | 24.06% | 13q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $33.5M | 201,764 | 21.70% | 6q | +2.9%+$932.3K |
| Aletheian Wealth Advisors LLC | $29.3M | 176,143 | 11.76% | 19q | +6.3%+$1.7M |
| Farther Finance Advisors, LLC | $24.2M | 145,757 | 0.17% | 16q | +8.2%+$1.8M |
| Hickory Point Bank & Trust | $22.1M | 132,700 | 13.27% | 8q | HELD |
| Kaydan Wealth Management, Inc. | $17.0M | 102,321 | 5.84% | 20q | -2.2%-$385.9K |
| KFA Private Wealth Group, LLC | $13.9M | 83,841 | 3.28% | 28q | +1.3%+$181.4K |
| Grove Bank & Trust | $10.9M | 65,467 | 1.08% | 32q | HELD |
| CogentBlue Wealth Advisors, LLC | $10.6M | 63,551 | 9.82% | 8q | -0.8%-$84.3K |
| Apella Capital, LLC | $9.5M | 56,103 | 0.12% | 25q | +4.1%+$374.8K |
| Monument Capital Management | $9.3M | 56,035 | 1.94% | 32q | -1.6%-$153.5K |
| Wedmont Private Capital | $8.9M | 53,060 | 0.21% | 20q | +19.2%+$1.4M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $8.6M | 51,454 | 0.62% | 32q | -0.8%-$72.3K |
| DKM Wealth Management, Inc. | $8.5M | 50,917 | 5.36% | 8q | +5.2%+$419.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $7.5M | 45,077 | 0.09% | 21q | +2.7%+$195.9K |
| First Heartland Consultants, Inc. | $7.1M | 42,552 | 0.47% | 25q | -4.6%-$342.0K |
| Capital Planning LLC | $6.9M | 41,381 | 1.83% | 24q | -1.2%-$82.3K |
| Legacy Private Trust Co. | $6.9M | 41,276 | 0.38% | 31q | -6.6%-$482.0K |
| Investors Research Corp | $6.7M | 40,390 | 1.18% | 30q | -30.9%-$3.0M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $5.8M | 34,834 | 0.50% | 8q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $5.2M | 31,159 | 1.02% | 24q | -8.3%-$465.9K |
| Montecito Bank & Trust | $4.6M | 27,601 | 0.69% | 31q | -1.0%-$48.1K |
| Valeo Financial Advisors, LLC | $4.4M | 26,349 | 0.09% | 32q | +13.3%+$514.8K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $4.1M | 24,800 | 2.48% | 16q | HELD |
| DOLIVER ADVISORS, LP | $4.0M | 23,945 | 0.87% | 19q | -28.9%-$1.6M |
| Cooper Financial Group | $3.0M | 17,777 | 0.24% | 31q | HELD |
| Wealth Group Ltd | $2.9M | 17,162 | 0.53% | 12q | -2.9%-$84.6K |
| Asempa Wealth Advisors | $2.9M | 17,240 | 2.19% | 4q | +2.8%+$77.8K |
| Hamilton Capital, LLC | $2.8M | 16,930 | 0.16% | 27q | +0.5%+$14.6K |
| Castleview Partners, LLC | $2.8M | 16,761 | 1.22% | 2q | +37.0%+$753.0K |
| Box Hill Private Wealth LLC | $2.1M | 12,833 | 1.55% | 4q | +1.5%+$30.9K |
| Whitcomb & Hess, Inc. | $2.1M | 12,495 | 0.44% | 22q | -4.4%-$95.3K |
| Weaver Consulting Group | $2.0M | 12,277 | 0.40% | 31q | HELD |
| Bill Few Associates, Inc. | $2.0M | 12,041 | 0.41% | 2q | HELD |
| Rosenberg Matthew Hamilton | $1.9M | 11,360 | 0.34% | 22q | -1.0%-$20.0K |
| Galvin, Gaustad & Stein, LLC | $1.9M | 11,166 | 0.14% | 24q | -2.8%-$54.4K |
| Prosperity Planning, Inc. | $1.8M | 11,030 | 0.41% | 24q | -0.6%-$12.0K |
| LEGACY SOLUTIONS, LLC | $1.6M | 9,467 | 1.20% | 8q | HELD |
| Baring Financial LLC | $1.5M | 9,304 | 0.83% | 8q | +0.9%+$14.0K |
| Pathway Financial Advisors LLC | $1.5M | 9,200 | 0.17% | 16q | HELD |
| Whitaker-Myers Wealth Managers, LTD. | $1.4M | 8,715 | 0.24% | 16q | +14.5%+$183.7K |
| ATWOOD & PALMER INC | $1.4M | 8,137 | 0.07% | 14q | HELD |
| Sprinkle Financial Consultants LLC | $1.3M | 7,751 | 0.50% | 12q | -12.0%-$175.1K |
| Avidian Wealth Enterprises, LLC | $1.1M | 6,545 | 0.03% | 25q | -16.7%-$218.5K |
| CHAPIN DAVIS, INC. | $927.7K | 5,579 | 0.18% | 16q | -0.9%-$8.1K |
| Successful Portfolios LLC | $915.2K | 5,413 | 0.42% | 6q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $876.5K | 5,271 | 0.08% | 20q | +9.5%+$76.3K |
| TOMPKINS FINANCIAL CORP | $858.0K | 5,160 | 0.06% | 10q | HELD |
| Cadent Capital Advisors, LLC | $804.6K | 4,839 | 0.17% | 19q | HELD |
| Cambridge Financial Group, LLC | $796.8K | 4,850 | 0.25% | 12q | HELD |
| CoreCap Advisors, LLC | $733.0K | 4,408 | 0.02% | 9q | HELD |
| GAMMA Investing LLC | $727.6K | 4,376 | 0.02% | 12q | +3.2%+$22.3K |
| ELEVATION WEALTH PARTNERS, LLC | $700.9K | 4,215 | 0.20% | 15q | HELD |
| Mallini Complete Financial Planning LLC | $691.2K | 4,157 | 0.48% | 2q | HELD |
| Stonebridge Financial Group, LLC | $670.4K | 4,032 | 0.05% | 8q | HELD |
| Trinity Financial Advisors LLC | $657.0K | 3,951 | 0.17% | 12q | HELD |
| DAVIDSON TRUST CO | $645.2K | 3,880 | 0.25% | 3q | +49.6%+$214.0K |
| Canandaigua National Trust Co of Florida | $623.2K | 3,748 | 0.34% | new | NEW |
| McNaughton Wealth Management, LLC | $608.9K | 3,662 | 0.21% | 28q | HELD |
| MKD WEALTH COACHES, LLC | $564.4K | 3,394 | 0.47% | 8q | HELD |
| Echo45 Advisors LLC | $525.1K | 3,158 | 0.24% | 4q | -7.4%-$41.7K |
| Pioneer Wealth Management Group | $512.4K | 3,081 | 0.12% | 6q | +0.9%+$4.3K |
| LAWOOD & CO | $511.0K | 3,073 | 0.35% | 4q | -8.5%-$47.6K |
| COLLECTIVE FAMILY OFFICE LLC | $508.3K | 3,057 | 0.10% | 3q | +17.2%+$74.5K |
| Great Waters Wealth Management | $469.2K | 2,822 | 0.04% | 10q | HELD |
| Heartwood Wealth Advisors LLC | $467.1K | 2,809 | 0.04% | 15q | HELD |
| Sincerus Advisory, LLC | $449.4K | 2,703 | 0.29% | 8q | HELD |
| Financial Symmetry Inc | $444.3K | 2,672 | 0.14% | 7q | HELD |
| Shira Ridge Wealth Management | $416.5K | 2,505 | 0.14% | 16q | HELD |
| Castle Rock Wealth Management, LLC | $413.7K | 2,435 | 0.08% | 14q | HELD |
| PFW Advisors LLC | $409.9K | 2,465 | 0.12% | 14q | HELD |
| Gradient Investments LLC | $408.0K | 2,453 | 0.01% | 32q | HELD |
| Hardin Capital Partners, LLC | $362.2K | 2,178 | 0.18% | 10q | -1.3%-$4.7K |
| FINANCIAL MANAGEMENT NETWORK INC | $349.8K | 2,083 | 0.05% | 14q | HELD |
| Crumly & Associates Inc. | $326.7K | 1,965 | 0.06% | 12q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $316.8K | 1,905 | 0.07% | 15q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $275.7K | 1,658 | 0.07% | 6q | HELD |
| DIVERSIFIED MANAGEMENT INC | $266.0K | 1,600 | 0.05% | 4q | HELD |
| Sound Income Strategies, LLC | $246.7K | 1,463 | 0.01% | 32q | -12.8%-$36.3K |
| Lincoln Capital LLC | $229.2K | 1,378 | 0.04% | 6q | -0.6%-$1.3K |
| INSPIRION WEALTH ADVISORS, LLC | $220.3K | 1,325 | 0.03% | 2q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $216.8K | 1,304 | 0.14% | 2q | HELD |
| David J Yvars Group | $214.7K | 1,291 | 0.10% | 2q | +3.4%+$7.2K |
| FC Advisory LLC | $213.6K | 1,284 | 0.06% | 26q | HELD |
| TrueWealth Advisors, LLC | $200.6K | 1,206 | 0.05% | 2q | -4.7%-$10.0K |
| ARMSTRONG ADVISORY GROUP, INC | $117.7K | 708 | 0.01% | 16q | HELD |
| Pacifica Partners Inc. | $91.8K | 551 | 0.03% | 6q | HELD |
| GoalVest Advisory LLC | $64.8K | 390 | 0.01% | 20q | HELD |
| EASTERN BANK | $62.0K | 373 | 0.00% | 9q | -38.3%-$38.6K |
| Trust Co | $38.4K | 231 | 0.00% | 4q | HELD |
| Noble Wealth Management PBC | $33.3K | 200 | 0.01% | 7q | -11.9%-$4.5K |
| Davis Capital Management | $24.2K | 145 | 0.01% | 11q | HELD |
| Versant Capital Management, Inc | $18.5K | 111 | 0.00% | 16q | HELD |
| Planning Strategies Inc. | $14.1K | 85 | 0.01% | new | NEW |
| Roxbury Financial LLC | $9.2K | 55 | 0.01% | 8q | HELD |
| Olistico Wealth, LLC | $3.7K | 22 | 0.00% | 4q | HELD |
| Horizons Wealth Management | $3.0K | 18 | 0.00% | new | NEW |
Showing the largest 100 of 102 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 100 | $1.2B | 7,243,015 | 3 | 22 | 29 | 0.0% |
| Q2 2026 | 1,719 | $62.9B | 380,125,939 | 149 | 469 | 498 | 0.1% |
| Q1 2026 | 1,623 | $60.9B | 426,815,199 | 91 | 497 | 471 | 0.1% |
| Q4 2025 | 1,653 | $51.5B | 342,111,593 | 93 | 437 | 490 | 0.0% |
| Q3 2025 | 1,526 | $49.0B | 336,457,746 | 99 | 403 | 469 | 0.0% |
| Q2 2025 | 1,476 | $43.1B | 319,117,859 | 122 | 454 | 443 | 0.0% |
| Q1 2025 | 1,436 | $38.1B | 313,724,538 | 90 | 441 | 437 | 0.0% |
| Q4 2024 | 1,433 | $43.7B | 339,145,764 | 95 | 378 | 427 | 0.0% |
| Q3 2024 | 1,285 | $37.2B | 296,521,776 | 89 | 380 | 385 | 0.0% |
| Q2 2024 | 1,247 | $34.6B | 291,085,111 | 93 | 354 | 375 | 0.0% |
| Q1 2024 | 1,227 | $35.2B | 304,788,365 | 104 | 371 | 384 | 0.2% |
| Q4 2023 | 1,181 | $31.2B | 296,865,024 | 102 | 388 | 324 | 0.1% |
| Q3 2023 | 1,078 | $28.2B | 299,495,721 | 49 | 303 | 349 | 0.0% |
| Q2 2023 | 1,079 | $27.1B | 278,069,827 | 54 | 322 | 357 | 0.1% |
| Q1 2023 | 1,057 | $24.6B | 271,587,725 | 61 | 292 | 371 | 0.1% |
| Q4 2022 | 1,067 | $24.9B | 294,362,746 | 97 | 310 | 333 | 0.1% |
| Q3 2022 | 981 | $23.1B | 289,399,884 | 54 | 321 | 328 | 0.1% |
| Q2 2022 | 996 | $26.4B | 314,133,929 | 83 | 370 | 299 | 0.0% |
| Q1 2022 | 1,004 | $27.5B | 271,927,994 | 73 | 355 | 296 | 0.1% |
| Q4 2021 | 995 | $28.8B | 269,665,562 | 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 | 584 | $13.6B | 203,071,311 | 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% |