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 |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
11,700
shares
|
$1.55 Million
0.38% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
11,657
shares
|
$1.54 Million
0.51% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
11,544
shares
|
$1.53 Million
1.26% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,532
shares
|
$1.53 Million
0.18% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
11,427
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
11,418
shares
|
$1.51 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
11,403
shares
|
$1.51 Million
0.37% of portfolio
|
Q1 2024
Reduced 48.19%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
11,375
shares
|
$1.5 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
11,332
shares
|
$1.5 Million
1.15% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,305
shares
|
$1.5 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
11,240
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
11,234
shares
|
$1.49 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11,192
shares
|
$1.48 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
11,155
shares
|
$1.48 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
11,144
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
11,041
shares
|
$1.46 Million
0.14% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
11,040
shares
|
$1.46 Million
0.04% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,991
shares
|
$1.45 Million
0.29% of portfolio
|
Q4 2024
Reduced 71.34%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
10,939
shares
|
$1.45 Million
0.08% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,867
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2024
Reduced 5.7%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
10,858
shares
|
$1.44 Million
0.95% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
10,724
shares
|
$1.42 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
10,678
shares
|
$1.41 Million
0.26% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
10,648
shares
|
$1.41 Million
0.37% of portfolio
|
Q4 2024
Added 62.52%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
10,629
shares
|
$1.41 Million
0.42% of portfolio
|
Q2 2024
Added 5.93%
|