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 |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
54,194
shares
|
$7.17 Million
0.46% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
53,741
shares
|
$7.11 Million
5.19% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
53,646
shares
|
$7.09 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
53,429
shares
|
$7.07 Million
3.03% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
53,177
shares
|
$7.03 Million
3.73% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
52,622
shares
|
$6.96 Million
0.62% of portfolio
|
Q4 2023
Added 13.08%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
52,473
shares
|
$6.94 Million
2.81% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
52,040
shares
|
$6.88 Million
3.83% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
51,738
shares
|
$6.84 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
51,354
shares
|
$6.79 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
50,976
shares
|
$6.74 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
50,945
shares
|
$6.74 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
50,745
shares
|
$6.71 Million
1.37% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
50,587
shares
|
$6.69 Million
0.26% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
49,922
shares
|
$6.6 Million
1.23% of portfolio
|
Q3 2024
Added 96.33%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
49,473
shares
|
$6.54 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
49,429
shares
|
$6.54 Million
0.13% of portfolio
|
Q2 2024
Reduced 9.61%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
49,040
shares
|
$6.49 Million
0.24% of portfolio
|
Q4 2024
Added 94.91%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
48,813
shares
|
$6.46 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
48,281
shares
|
$6.39 Million
0.31% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
48,241
shares
|
$6.38 Million
0.22% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
48,007
shares
|
$6.35 Million
2.98% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
47,422
shares
|
$6.27 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
47,285
shares
|
$6.25 Million
2.47% of portfolio
|
Q2 2023
Added 0.92%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
47,245
shares
|
$6.25 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.86%
|