DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (ITOT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,723
Reporting holders
$61.1B
Reported value
0.1%
Calls
0.0%
Puts
+90
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 |
|---|---|---|---|---|---|
| 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 | +1.0%+$103.3M |
| Wealthfront Advisers LLC | $2.5B | 14,987,349 | 4.73% | 17q | +4.3%+$100.8M |
| Betterment LLC | $1.7B | 10,338,360 | 2.87% | 31q | -2.6%-$45.9M |
| 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 | +10.6%+$33.4M |
| 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 |
| SENTINEL TRUST CO LBA | $292.0M | 1,777,298 | 25.85% | 26q | -1.5%-$4.3M |
| 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 |
| Lido Advisors, LLC | $268.5M | 1,634,628 | 0.73% | 31q | -4.5%-$12.6M |
| Evensky & Katz LLC | $262.2M | 1,596,396 | 13.54% | 31q | +1.0%+$2.5M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $222.3M | 1,353,506 | 0.25% | 31q | +106.1%+$114.5M |
| 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 |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $138.5M | 843,347 | 0.17% | 30q | +1.4%+$1.9M |
| 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 | $115.6M | 703,778 | 6.69% | 23q | -5.2%-$6.4M |
| Geneos Wealth Management Inc. | $115.5M | 703,221 | 2.36% | 42q | -3.9%-$4.6M |
| Jaffetilchin Investment Partners, LLC | $111.1M | 676,533 | 5.89% | 31q | +0.7%+$806.2K |
| 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 |
| Corient Private Wealth LP | $86.7M | 527,619 | 0.12% | 15q | -0.9%-$815.1K |
| 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 | 1.99% | 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 |
Q2 2026 in brief
In Q2 2026, 1,723 managers that file Form 13F reported holding Ishares Tr (ITOT), $61.1B in all. 168 managers opened a position and 78 sold out completely, against 1,633 holders the quarter before. Largest holders: Blackrock, Inc., Wells Fargo & Company/Mn and Wealthfront Advisers Llc. Largest new positions: Empowered Funds, Llc ($57.9M), Km Capital Management Ltd. ($22.5M) and Flow Traders U.S. Llc ($20.8M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 7.3% |
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 | 824 | $7.6B | 45,635,167 | 42 | 213 | 230 | 0.0% |
| Q2 2026 | 1,723 | $61.1B | 373,401,572 | 146 | 461 | 504 | 0.1% |
| Q1 2026 | 1,633 | $51.3B | 359,229,298 | 93 | 499 | 473 | 0.1% |
| Q4 2025 | 1,654 | $51.4B | 341,680,249 | 92 | 438 | 489 | 0.0% |
| Q3 2025 | 1,528 | $49.0B | 336,041,134 | 99 | 404 | 470 | 0.0% |
| Q2 2025 | 1,478 | $43.1B | 318,733,601 | 123 | 455 | 443 | 0.0% |
| Q1 2025 | 1,437 | $38.1B | 313,127,895 | 89 | 441 | 438 | 0.0% |
| Q4 2024 | 1,437 | $43.7B | 339,198,166 | 96 | 378 | 429 | 0.0% |
| Q3 2024 | 1,286 | $37.2B | 296,591,095 | 89 | 381 | 385 | 0.0% |
| Q2 2024 | 1,249 | $34.6B | 291,150,230 | 93 | 354 | 376 | 0.0% |
| Q1 2024 | 1,230 | $35.3B | 305,366,613 | 104 | 374 | 385 | 0.2% |
| Q4 2023 | 1,184 | $31.3B | 297,959,432 | 102 | 389 | 324 | 0.1% |
| Q3 2023 | 1,080 | $28.3B | 299,551,299 | 49 | 304 | 349 | 0.0% |
| Q2 2023 | 1,081 | $27.1B | 278,111,261 | 54 | 323 | 358 | 0.1% |
| Q1 2023 | 1,059 | $24.6B | 271,612,837 | 61 | 292 | 372 | 0.1% |
| Q4 2022 | 1,070 | $24.9B | 294,441,597 | 97 | 306 | 352 | 0.1% |
| Q3 2022 | 972 | $293.6B | 3,690,269,090 | 51 | 320 | 326 | 0.0% |
| Q2 2022 | 992 | $335.8B | 4,006,974,702 | 82 | 369 | 301 | 0.0% |
| Q1 2022 | 1,002 | $357.2B | 3,538,548,663 | 73 | 352 | 298 | 0.0% |
| Q4 2021 | 991 | $325.5B | 3,042,803,131 | 82 | 339 | 244 | 0.0% |
| Q3 2021 | 873 | $311.1B | 3,166,031,894 | 58 | 286 | 247 | 0.0% |
| Q2 2021 | 864 | $259.3B | 2,625,123,844 | 72 | 313 | 248 | 0.0% |
| Q1 2021 | 823 | $241.1B | 2,632,063,318 | 69 | 263 | 268 | 0.0% |
| Q4 2020 | 805 | $153.7B | 1,781,614,747 | 72 | 241 | 236 | 0.1% |
| Q3 2020 | 698 | $162.2B | 2,147,964,472 | 44 | 187 | 266 | 0.0% |
| Q2 2020 | 686 | $161.2B | 2,321,983,243 | 66 | 184 | 296 | 0.0% |
| Q1 2020 | 673 | $138.7B | 2,437,478,537 | 81 | 234 | 251 | 0.0% |
| Q4 2019 | 694 | $125.8B | 1,730,996,116 | 61 | 228 | 196 | 0.0% |
| Q3 2019 | 582 | $105.4B | 1,571,942,236 | 46 | 232 | 176 | 0.0% |
| Q2 2019 | 565 | $141.0B | 2,116,432,573 | 55 | 256 | 138 | 0.0% |
| Q1 2019 | 548 | $87.2B | 1,353,332,031 | 72 | 223 | 138 | 0.0% |
| Q4 2018 | 507 | $247.7B | 3,370,203,972 | 6 | 16 | 6 | 0.0% |