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 1,379 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $40 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
70,955
shares
|
$9.36 Million
4.6% of portfolio
|
Q3 2024
Added 442.72%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
70,575
shares
|
$9.31 Million
2.93% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
69,083
shares
|
$9.11 Million
4.63% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
68,730
shares
|
$9.06 Million
1.95% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
68,656
shares
|
$9.05 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
67,888
shares
|
$8.95 Million
3.28% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
67,309
shares
|
$8.88 Million
5.59% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
67,001
shares
|
$8.83 Million
2.89% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
65,149
shares
|
$8.59 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
64,739
shares
|
$8.54 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
64,712
shares
|
$8.53 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
64,454
shares
|
$8.5 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
63,289
shares
|
$8.35 Million
4.32% of portfolio
|
Q3 2024
Added 45.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
62,710
shares
|
$8.27 Million
0.09% of portfolio
|
Q3 2024
Added 30.08%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
62,574
shares
|
$8.25 Million
1.24% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
62,396
shares
|
$8.23 Million
0.74% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
62,374
shares
|
$8.22 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
62,370
shares
|
$8.22 Million
0.56% of portfolio
|
Q3 2024
Reduced 69.29%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
61,723
shares
|
$8.14 Million
2.3% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
61,573
shares
|
$8.12 Million
0.49% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
61,493
shares
|
$8.11 Million
0.99% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
60,387
shares
|
$7.96 Million
1.4% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
59,714
shares
|
$7.87 Million
0.92% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
59,426
shares
|
$7.84 Million
1.11% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
59,231
shares
|
$7.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.87%
|