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 1,444 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $43.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,882,670
shares
|
$249 Million
7.68% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,834,914
shares
|
$243 Million
26.24% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,708,089
shares
|
$226 Million
1.27% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,647,343
shares
|
$218 Million
0.28% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,604,234
shares
|
$213 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,572,879
shares
|
$208 Million
0.47% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,558,260
shares
|
$206 Million
2.85% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,524,701
shares
|
$202 Million
19.34% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,453,610
shares
|
$193 Million
17.12% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
1,328,368
shares
|
$176 Million
10.87% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,327,464
shares
|
$176 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,303,265
shares
|
$173 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
1,199,615
shares
|
$159 Million
10.47% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
1,186,788
shares
|
$157 Million
27.02% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,167,475
shares
|
$155 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,106,683
shares
|
$147 Million
0.25% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,102,751
shares
|
$146 Million
8.12% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Rock Creek Group, LP
|
Nov 12, 2024 Q3 2024 |
1,097,206
shares
|
$145 Million
12.32% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,059,109
shares
|
$140 Million
0.19% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,005,210
shares
|
$133 Million
2.55% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
988,839
shares
|
$131 Million
8.12% of portfolio
|
Q4 2024
Added 43.6%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
984,394
shares
|
$130 Million
24.94% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
969,396
shares
|
$128 Million
21.28% of portfolio
|
Q4 2023
Closed
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
953,699
shares
|
$126 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
929,548
shares
|
$123 Million
10.04% of portfolio
|
Q4 2024
Added 1.52%
|