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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
99
shares
|
$13,092
0.0% of portfolio
|
Q4 2023
Reduced 5.71%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
88
shares
|
$11,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
84
shares
|
$11,109
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
82
shares
|
$10,844
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
81
shares
|
$10,712
0.0% of portfolio
|
Q2 2023
Reduced 88.86%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
81
shares
|
$10,712
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
71
shares
|
$9,389
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
67
shares
|
$8,860
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
66
shares
|
$8,728
0.01% of portfolio
|
Q4 2023
Reduced 44.07%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
63
shares
|
$8,331
0.0% of portfolio
|
Q3 2023
Added 3.28%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
60
shares
|
$7,935
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
54
shares
|
$7,141
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
54
shares
|
$7,141
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
53
shares
|
$7,009
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
51
shares
|
$6,744
0.0% of portfolio
|
Q4 2023
Reduced 61.07%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
48
shares
|
$6,348
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
43
shares
|
$5,686
0.0% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
39
shares
|
$5,157
0.0% of portfolio
|
Q3 2024
Reduced 99.31%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
32
shares
|
$4,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
31
shares
|
$4,099
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
31
shares
|
$4,099
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
31
shares
|
$4,099
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
29
shares
|
$3,835
0.0% of portfolio
|
Q2 2022
Reduced 61.33%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
28
shares
|
$3,703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
26
shares
|
$3,438
0.0% of portfolio
|
Q1 2024
Reduced 94.7%
|