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 1,444 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $43.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
357,122
shares
|
$47.3 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
352,983
shares
|
$46.8 Million
32.07% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
347,862
shares
|
$46.1 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
347,567
shares
|
$46 Million
7.29% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
344,622
shares
|
$45.7 Million
0.29% of portfolio
|
Q3 2024
Added 42.42%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
343,646
shares
|
$45.5 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
337,744
shares
|
$44.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
328,483
shares
|
$43.5 Million
9.24% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
325,902
shares
|
$43.2 Million
0.99% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
325,381
shares
|
$43.1 Million
0.06% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
University Of Maryland Foundation, Inc.
|
Nov 05, 2024 Q3 2024 |
323,381
shares
|
$42.8 Million
28.82% of portfolio
|
Q3 2024
New holding
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
320,483
shares
|
$42.5 Million
8.97% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
315,039
shares
|
$41.7 Million
1.08% of portfolio
|
Q3 2022
Added 5.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
304,985
shares
|
$40.4 Million
0.19% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
304,367
shares
|
$40.3 Million
4.79% of portfolio
|
Q3 2024
Reduced 18.24%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
304,027
shares
|
$40.3 Million
19.59% of portfolio
|
Q4 2024
Reduced 57.23%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
296,674
shares
|
$39.3 Million
10.94% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
293,853
shares
|
$38.9 Million
3.5% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
292,599
shares
|
$38.8 Million
8.63% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
287,026
shares
|
$38 Million
6.87% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
278,718
shares
|
$36.9 Million
23.61% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
276,498
shares
|
$36.6 Million
14.94% of portfolio
|
Q3 2023
Added 4.29%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
276,183
shares
|
$36.6 Million
1.19% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
273,147
shares
|
$36.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
271,738
shares
|
$36 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.49%
|