ITOT — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns ITOT? 103 Institutions Hold $1.21B (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (ITOT)? 103 institutions reported holding $1.21B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: SigFig Wealth Management, LLC ($664.9M), Friday Financial ($108.4M), jvl associates llc ($56.3M).

Rank	Institution	Value	Shares	Change
1	SigFig Wealth Management, LLC	$664.9M	4.0M	Trimmed
2	Friday Financial	$108.4M	650,357	Added
3	jvl associates llc	$56.3M	338,675	Trimmed
4	Financial Designs Corp	$46.7M	281,068	Trimmed
5	MJT & Associates Financial Advisory Group, Inc.	$33.5M	201,764	Added
6	Aletheian Wealth Advisors LLC	$29.3M	176,143	Added
7	Farther Finance Advisors, LLC	$24.2M	145,757	Added
8	Hickory Point Bank & Trust	$22.1M	132,700	Hold
9	Kaydan Wealth Management, Inc.	$17.0M	102,321	Trimmed
10	KFA Private Wealth Group, LLC	$13.9M	83,841	Added
11	Grove Bank & Trust	$10.9M	65,467	Trimmed
12	CogentBlue Wealth Advisors, LLC	$10.6M	63,551	Trimmed
13	Apella Capital, LLC	$9.5M	56,103	Added
14	Monument Capital Management	$9.3M	56,035	Trimmed
15	Wedmont Private Capital	$8.9M	53,060	Added
16	FIRST FINANCIAL BANK - TRUST DIVISION	$8.6M	51,454	Trimmed
17	DKM Wealth Management, Inc.	$8.5M	50,917	Added
18	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$7.5M	45,077	Added
19	First Heartland Consultants, Inc.	$7.1M	42,552	Trimmed
20	Capital Planning LLC	$6.9M	41,381	Trimmed
21	Legacy Private Trust Co.	$6.9M	41,276	Trimmed
22	Investors Research Corp	$6.7M	40,390	Trimmed
23	CANANDAIGUA NATIONAL BANK & TRUST CO	$5.8M	34,834	Trimmed
24	BAKER TILLY WEALTH MANAGEMENT, LLC	$5.2M	31,159	Trimmed
25	Montecito Bank & Trust	$4.6M	27,601	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30