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 1,504 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
9,385
shares
|
$1.26 Million
0.47% of portfolio
|
Q1 2022
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,368
shares
|
$1.25 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
|
$1.25 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
9,301
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
9,279
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2024
Reduced 19.7%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
9,216
shares
|
$1.23 Million
0.35% of portfolio
|
Q4 2023
Reduced 17.09%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
9,200
shares
|
$1.23 Million
0.28% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
9,162
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 27.7%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
9,066
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2024
Added 17.01%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
8,995
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
8,952
shares
|
$1.2 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.85%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
8,874
shares
|
$1.19 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
8,874
shares
|
$1.19 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
8,852
shares
|
$1.19 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
8,816
shares
|
$1.18 Million
0.77% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,799
shares
|
$1.18 Million
0.07% of portfolio
|
Q4 2023
Reduced 25.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
8,738
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
8,710
shares
|
$1.17 Million
0.33% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
8,671
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
8,640
shares
|
$1.16 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
8,607
shares
|
$1.15 Million
0.34% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
8,597
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
8,581
shares
|
$1.15 Million
0.18% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
8,526
shares
|
$1.14 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
8,506
shares
|
$1.14 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.12%
|