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 1,561 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
64,707
shares
|
$7.57 Million
4.46% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
64,060
shares
|
$7.5 Million
0.02% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
64,035
shares
|
$7.49 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
63,249
shares
|
$7.4 Million
0.17% of portfolio
|
Q4 2024
Added 538.88%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
63,172
shares
|
$7.39 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
63,069
shares
|
$7.38 Million
5.16% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
62,290
shares
|
$7.29 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
62,016
shares
|
$7.26 Million
1.27% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
61,984
shares
|
$7.25 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
61,723
shares
|
$7.22 Million
2.3% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
61,198
shares
|
$7.16 Million
0.84% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
61,189
shares
|
$7.16 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
61,125
shares
|
$7.15 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
60,452
shares
|
$7.07 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
60,387
shares
|
$7.07 Million
1.42% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
60,340
shares
|
$7.06 Million
6.46% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
59,131
shares
|
$6.92 Million
5.28% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
59,097
shares
|
$6.91 Million
0.21% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
57,841
shares
|
$6.77 Million
2.15% of portfolio
|
Q1 2023
Added 2.82%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
57,685
shares
|
$6.75 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
57,563
shares
|
$6.74 Million
1.93% of portfolio
|
Q1 2025
Reduced 24.11%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
57,000
shares
|
$6.67 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
56,988
shares
|
$6.67 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
56,649
shares
|
$6.63 Million
1.52% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
56,174
shares
|
$6.57 Million
1.48% of portfolio
|
Q4 2024
Reduced 4.37%
|