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 1,709 institutions that hold shares in the stock, with a total of 334 Million shares, which have been reported (via 13F filing form) to have a value of $48.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
91,226
shares
|
$13.4 Million
2.63% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
90,621
shares
|
$13.3 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
90,188
shares
|
$13.2 Million
0.9% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
89,258
shares
|
$13.1 Million
0.9% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
86,433
shares
|
$12.6 Million
0.39% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
86,139
shares
|
$12.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
85,950
shares
|
$12.6 Million
0.29% of portfolio
|
Q2 2020
Reduced 0.18%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,907
shares
|
$12.6 Million
0.97% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
85,085
shares
|
$12.5 Million
0.35% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
83,476
shares
|
$12.2 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
82,787
shares
|
$12.1 Million
0.13% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
82,597
shares
|
$12.1 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
82,157
shares
|
$12 Million
0.17% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
81,920
shares
|
$12 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
81,345
shares
|
$11.9 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
80,535
shares
|
$11.8 Million
1.78% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
80,238
shares
|
$11.7 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
78,866
shares
|
$11.5 Million
1.59% of portfolio
|
Q4 2022
Reduced 16.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
78,334
shares
|
$11.5 Million
0.07% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
77,685
shares
|
$11.4 Million
11.11% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
76,472
shares
|
$11.2 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
75,803
shares
|
$11.1 Million
1.38% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
75,640
shares
|
$11.1 Million
2.04% of portfolio
|
Q3 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
75,277
shares
|
$11 Million
0.14% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
73,854
shares
|
$10.8 Million
0.24% of portfolio
|
Q3 2025
Added 0.02%
|
|