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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
19,883
shares
|
$2.63 Million
2.6% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
19,700
shares
|
$2.61 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
19,617
shares
|
$2.59 Million
0.21% of portfolio
|
Q4 2024
Added 62.47%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
19,501
shares
|
$2.58 Million
0.07% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
19,459
shares
|
$2.57 Million
0.33% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
19,349
shares
|
$2.56 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
19,125
shares
|
$2.53 Million
0.5% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
18,915
shares
|
$2.5 Million
0.2% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
18,754
shares
|
$2.48 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
18,689
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
18,633
shares
|
$2.46 Million
0.77% of portfolio
|
Q4 2024
Added 41.69%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
18,494
shares
|
$2.45 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
18,344
shares
|
$2.43 Million
0.19% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
18,156
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,105
shares
|
$2.39 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
17,863
shares
|
$2.36 Million
0.35% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
17,459
shares
|
$2.31 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
17,448
shares
|
$2.31 Million
0.13% of portfolio
|
Q3 2024
Added 173.52%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
17,415
shares
|
$2.3 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
17,399
shares
|
$2.3 Million
0.99% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
17,385
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2024
Added 170.12%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,324
shares
|
$2.29 Million
0.07% of portfolio
|
Q4 2024
Added 15.07%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
17,278
shares
|
$2.29 Million
0.59% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,107
shares
|
$2.26 Million
0.05% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,098
shares
|
$2.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.65%
|