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 |
|---|---|---|---|---|---|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
75,640
shares
|
$10 Million
2.04% of portfolio
|
Q3 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
75,066
shares
|
$9.93 Million
0.34% of portfolio
|
Q3 2024
Added 39.85%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
74,593
shares
|
$9.86 Million
0.22% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
74,084
shares
|
$9.8 Million
4.97% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
73,869
shares
|
$9.77 Million
0.09% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
73,794
shares
|
$9.76 Million
2.77% of portfolio
|
Q1 2024
Added 39.43%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
71,853
shares
|
$9.5 Million
2.09% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
70,575
shares
|
$9.33 Million
2.93% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
68,730
shares
|
$9.09 Million
1.95% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
68,656
shares
|
$9.08 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
68,100
shares
|
$9.01 Million
3.0% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
68,074
shares
|
$9 Million
3.66% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
67,220
shares
|
$8.89 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
65,858
shares
|
$8.71 Million
2.54% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
65,494
shares
|
$8.66 Million
0.21% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
64,707
shares
|
$8.56 Million
4.46% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
64,035
shares
|
$8.47 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
63,430
shares
|
$8.39 Million
5.48% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
63,249
shares
|
$8.36 Million
0.17% of portfolio
|
Q4 2024
Added 538.88%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
62,859
shares
|
$8.31 Million
0.78% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
62,710
shares
|
$8.29 Million
0.09% of portfolio
|
Q3 2024
Added 30.08%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
62,448
shares
|
$8.26 Million
7.07% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
62,370
shares
|
$8.25 Million
0.56% of portfolio
|
Q3 2024
Reduced 69.29%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
62,016
shares
|
$8.2 Million
1.27% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
61,723
shares
|
$8.16 Million
2.3% of portfolio
|
Q3 2024
Added 1.81%
|