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 |
|---|---|---|---|---|---|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
8,100
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2017
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
8,098
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
8,039
shares
|
$1.06 Million
0.33% of portfolio
|
Q4 2024
Added 229.2%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,985
shares
|
$1.06 Million
0.68% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
7,925
shares
|
$1.05 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
7,903
shares
|
$1.05 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
7,869
shares
|
$1.04 Million
0.27% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
7,856
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
7,838
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2023
Added 3.94%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,828
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
7,775
shares
|
$1.03 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
7,704
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2023
Reduced 89.72%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
7,684
shares
|
$1.02 Million
0.53% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
7,629
shares
|
$1.01 Million
0.2% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
7,561
shares
|
$999,942
0.16% of portfolio
|
Q4 2024
Reduced 38.7%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
7,559
shares
|
$999,677
0.05% of portfolio
|
Q3 2022
Added 3.29%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
7,513
shares
|
$993,594
0.28% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,501
shares
|
$992,007
0.05% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
7,443
shares
|
$984,336
0.29% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
7,441
shares
|
$984,072
0.45% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,428
shares
|
$982,353
0.16% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
7,368
shares
|
$974,418
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,365
shares
|
$974,021
0.02% of portfolio
|
Q4 2024
Added 39.33%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
7,354
shares
|
$972,566
0.16% of portfolio
|
Q1 2024
Reduced 12.9%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
7,347
shares
|
$971,640
0.42% of portfolio
|
Q3 2024
Added 2.03%
|