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 1,469 institutions that hold shares in the stock, with a total of 321 Million shares, which have been reported (via 13F filing form) to have a value of $42.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
113,551
shares
|
$15 Million
7.39% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
110,298
shares
|
$14.6 Million
1.13% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
109,320
shares
|
$14.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
108,569
shares
|
$14.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
107,481
shares
|
$14.2 Million
10.02% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
107,223
shares
|
$14.2 Million
1.29% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
106,981
shares
|
$14.1 Million
0.11% of portfolio
|
Q4 2024
Added 80.86%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
106,132
shares
|
$14 Million
0.04% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
105,368
shares
|
$13.9 Million
6.06% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
101,313
shares
|
$13.4 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
100,462
shares
|
$13.3 Million
2.88% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
99,068
shares
|
$13.1 Million
13.11% of portfolio
|
Q4 2024
New holding
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
98,004
shares
|
$13 Million
8.21% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
97,902
shares
|
$12.9 Million
1.92% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
96,213
shares
|
$12.7 Million
0.11% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
92,649
shares
|
$12.3 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
92,435
shares
|
$12.2 Million
0.11% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
92,303
shares
|
$12.2 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
91,563
shares
|
$12.1 Million
6.72% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
91,446
shares
|
$12.1 Million
0.22% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
89,997
shares
|
$11.9 Million
1.88% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
89,965
shares
|
$11.9 Million
0.69% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
89,882
shares
|
$11.9 Million
5.57% of portfolio
|
Q4 2024
Added 42.02%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
89,430
shares
|
$11.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
89,269
shares
|
$11.8 Million
1.67% of portfolio
|
Q4 2024
Added 1.0%
|