Institutional Ownership Ishares Core S&P Total U.S. St (ITOT)
This table provides information about the institutional ownership of Ishares Core S&P Total U.S. St (ITOT). We have compiled data on the 1,444 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $43.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
55,081,020
shares
|
$7.3 Billion
1.59% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
48,759,450
shares
|
$6.46 Billion
0.13% of portfolio
|
Q2 2024
Added 12.18%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
23,976,670
shares
|
$3.18 Billion
22.76% of portfolio
|
Q4 2024
Added 12684.42%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,128,884
shares
|
$1.61 Billion
3.66% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,483,239
shares
|
$1.39 Billion
0.1% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,922,512
shares
|
$1.18 Billion
0.39% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
8,330,478
shares
|
$1.1 Billion
3.25% of portfolio
|
Q3 2024
Added 20.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,789,551
shares
|
$767 Million
0.06% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,741,032
shares
|
$628 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
4,209,995
shares
|
$558 Million
5.23% of portfolio
|
Q3 2022
Reduced 2.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,681,868
shares
|
$488 Million
6.15% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,568,902
shares
|
$473 Million
4.72% of portfolio
|
Q2 2024
Added 11.82%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,533,749
shares
|
$468 Million
1.46% of portfolio
|
Q4 2022
Added 140.13%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
3,517,157
shares
|
$466 Million
7.79% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,500,614
shares
|
$464 Million
15.98% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,053,463
shares
|
$405 Million
8.77% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
2,767,880
shares
|
$367 Million
8.63% of portfolio
|
Q4 2023
Added 6.31%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,611,584
shares
|
$346 Million
7.84% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,443,105
shares
|
$324 Million
7.38% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,224,203
shares
|
$295 Million
0.09% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,185,707
shares
|
$290 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,149,914
shares
|
$285 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Cisco Systems, Inc.
San Jose, CA |
Jan 22, 2025 Q4 2024 |
2,062,500
shares
|
$273 Million
75.01% of portfolio
|
Q4 2024
Reduced 22.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,912,481
shares
|
$253 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,904,727
shares
|
$252 Million
0.26% of portfolio
|
Q3 2024
Reduced 45.75%
|