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 1,479 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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
30,201
shares
|
$3.99 Million
0.0% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
30,167
shares
|
$3.99 Million
0.1% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
30,133
shares
|
$3.99 Million
0.08% of portfolio
|
Q1 2023
Added 1.09%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
30,093
shares
|
$3.98 Million
1.96% of portfolio
|
Q3 2023
Reduced 1.1%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
30,030
shares
|
$3.97 Million
0.37% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
29,678
shares
|
$3.92 Million
1.05% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
29,641
shares
|
$3.92 Million
3.05% of portfolio
|
Q2 2022
Reduced 1.2%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
28,919
shares
|
$3.82 Million
0.5% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
28,640
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
28,536
shares
|
$3.77 Million
1.14% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
28,529
shares
|
$3.77 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
28,057
shares
|
$3.71 Million
0.06% of portfolio
|
Q4 2022
Reduced 6.22%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
28,017
shares
|
$3.71 Million
2.2% of portfolio
|
Q3 2023
Added 15.38%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
27,763
shares
|
$3.67 Million
1.84% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
27,617
shares
|
$3.65 Million
0.38% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
27,347
shares
|
$3.62 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
27,131
shares
|
$3.59 Million
0.22% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
27,041
shares
|
$3.58 Million
2.79% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
26,762
shares
|
$3.54 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
26,616
shares
|
$3.52 Million
0.65% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
26,342
shares
|
$3.48 Million
0.82% of portfolio
|
Q3 2024
Added 777.77%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
26,255
shares
|
$3.47 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
26,196
shares
|
$3.46 Million
0.15% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
26,015
shares
|
$3.44 Million
0.25% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
25,998
shares
|
$3.44 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.34%
|