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 1,486 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $39.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
63,249
shares
|
$8.47 Million
0.17% of portfolio
|
Q4 2024
Added 538.88%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
62,859
shares
|
$8.42 Million
0.78% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
62,448
shares
|
$8.37 Million
7.07% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
62,290
shares
|
$8.34 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
62,016
shares
|
$8.31 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
|
$8.27 Million
2.3% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
61,573
shares
|
$8.25 Million
0.49% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
61,189
shares
|
$8.2 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
61,125
shares
|
$8.19 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
60,452
shares
|
$8.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
60,387
shares
|
$8.09 Million
1.42% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
60,085
shares
|
$8.05 Million
0.91% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
59,286
shares
|
$7.94 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
59,131
shares
|
$7.92 Million
5.28% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
59,068
shares
|
$7.91 Million
0.57% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
58,924
shares
|
$7.89 Million
0.17% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
57,841
shares
|
$7.75 Million
2.15% of portfolio
|
Q1 2023
Added 2.82%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
57,685
shares
|
$7.73 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
57,000
shares
|
$7.64 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
56,988
shares
|
$7.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
56,386
shares
|
$7.55 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
56,174
shares
|
$7.53 Million
1.48% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
55,966
shares
|
$7.5 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
55,827
shares
|
$7.48 Million
7.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
55,499
shares
|
$7.43 Million
4.5% of portfolio
|
Q4 2024
Added 43.14%
|