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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
9,791
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
9,777
shares
|
$1.29 Million
1.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
9,757
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
9,685
shares
|
$1.28 Million
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
9,562
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
Reduced 79.36%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
9,533
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,495
shares
|
$1.26 Million
0.16% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
9,491
shares
|
$1.26 Million
0.85% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,465
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 57.99%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,462
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 42.28%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
9,426
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
9,418
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
9,413
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
9,385
shares
|
$1.24 Million
0.47% of portfolio
|
Q1 2022
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,368
shares
|
$1.24 Million
1.2% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
9,302
shares
|
$1.23 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
9,301
shares
|
$1.23 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
9,279
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
Reduced 19.7%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
9,216
shares
|
$1.22 Million
0.35% of portfolio
|
Q4 2023
Reduced 17.09%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
9,200
shares
|
$1.22 Million
0.28% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
9,162
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 27.7%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
9,130
shares
|
$1.21 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
9,130
shares
|
$1.21 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
9,066
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2024
Added 17.01%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
8,952
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.85%
|