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 1,469 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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
508,049
shares
|
$67.2 Million
0.23% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
502,555
shares
|
$66.5 Million
1.93% of portfolio
|
Q4 2024
Reduced 42.62%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
501,409
shares
|
$66.3 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
477,878
shares
|
$63.2 Million
0.1% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
470,908
shares
|
$62.3 Million
11.49% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
463,863
shares
|
$61.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
458,876
shares
|
$60.7 Million
0.17% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
458,438
shares
|
$60.6 Million
22.35% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
456,349
shares
|
$60.4 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
445,153
shares
|
$58.9 Million
0.56% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
437,907
shares
|
$57.9 Million
35.48% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
435,264
shares
|
$57.6 Million
15.66% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
418,305
shares
|
$55.3 Million
0.12% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
417,101
shares
|
$55.2 Million
20.27% of portfolio
|
Q4 2024
Added 47.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
406,089
shares
|
$53.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
397,108
shares
|
$52.5 Million
0.99% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
394,871
shares
|
$52.2 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Louis Dreyfus Family Office LLC
Wilton, CT |
Nov 10, 2022 Q3 2022 |
386,848
shares
|
$51.2 Million
47.57% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
375,393
shares
|
$49.6 Million
0.83% of portfolio
|
Q3 2022
Added 60.31%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
373,357
shares
|
$49.4 Million
9.77% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
370,257
shares
|
$49 Million
0.1% of portfolio
|
Q3 2023
Reduced 7.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
370,041
shares
|
$48.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
360,740
shares
|
$47.7 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
359,945
shares
|
$47.6 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
357,980
shares
|
$47.3 Million
0.26% of portfolio
|
Q4 2024
Reduced 9.67%
|