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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
3,107
shares
|
$410,900
0.1% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,105
shares
|
$410,636
0.0% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
3,100
shares
|
$409,975
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,088
shares
|
$408,388
0.09% of portfolio
|
Q4 2024
Added 47.89%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
3,064
shares
|
$405,214
0.23% of portfolio
|
Q4 2024
Reduced 18.86%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
3,060
shares
|
$404,685
0.05% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,058
shares
|
$404,420
0.03% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
3,058
shares
|
$404,420
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
3,057
shares
|
$404,288
0.36% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
3,055
shares
|
$404,023
0.07% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
3,045
shares
|
$402,701
0.23% of portfolio
|
Q4 2024
Added 32.39%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
3,045
shares
|
$402,701
0.2% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,044
shares
|
$402,569
0.02% of portfolio
|
Q4 2024
Reduced 35.73%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
3,023
shares
|
$399,791
0.0% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,016
shares
|
$398,866
0.03% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
3,003
shares
|
$397,146
0.04% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
3,000
shares
|
$396,750
0.11% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
2,993
shares
|
$395,824
0.03% of portfolio
|
Q2 2024
Added 43.0%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
2,989
shares
|
$395,295
0.01% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
2,987
shares
|
$395,030
0.09% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
2,977
shares
|
$393,708
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
2,971
shares
|
$392,914
0.02% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
2,964
shares
|
$391,989
0.15% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,960
shares
|
$391,460
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,956
shares
|
$390,931
0.17% of portfolio
|
Q1 2024
Reduced 1.53%
|