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 |
---|---|---|---|---|---|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
51,738
shares
|
$6.82 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
51,354
shares
|
$6.77 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
50,976
shares
|
$6.72 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
50,945
shares
|
$6.72 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
50,721
shares
|
$6.69 Million
0.31% of portfolio
|
Q3 2024
Added 428.56%
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
50,337
shares
|
$6.64 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
Avalon Advisory Group
Wexford, PA |
Nov 14, 2024 Q3 2024 |
50,294
shares
|
$6.63 Million
2.86% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
50,243
shares
|
$6.63 Million
0.25% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
50,028
shares
|
$6.6 Million
4.58% of portfolio
|
Q3 2024
Added 0.2%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
49,922
shares
|
$6.58 Million
1.23% of portfolio
|
Q3 2024
Added 96.33%
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
49,678
shares
|
$6.55 Million
1.81% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
49,429
shares
|
$6.52 Million
0.13% of portfolio
|
Q2 2024
Reduced 9.61%
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
48,994
shares
|
$6.46 Million
3.15% of portfolio
|
Q3 2024
Added 19.89%
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
48,813
shares
|
$6.44 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
48,311
shares
|
$6.37 Million
0.39% of portfolio
|
Q3 2024
Added 291.5%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
48,241
shares
|
$6.36 Million
0.22% of portfolio
|
Q3 2024
Added 4.4%
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
48,141
shares
|
$6.35 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
47,609
shares
|
$6.28 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
47,422
shares
|
$6.25 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
47,285
shares
|
$6.24 Million
2.47% of portfolio
|
Q2 2023
Added 0.92%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
47,076
shares
|
$6.21 Million
0.36% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
46,324
shares
|
$6.11 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
46,134
shares
|
$6.08 Million
1.27% of portfolio
|
Q3 2024
Added 1.65%
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
46,036
shares
|
$6.07 Million
1.52% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
45,629
shares
|
$6.02 Million
0.08% of portfolio
|
Q3 2024
Added 257.34%
|