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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
32,913
shares
|
$4.34 Million
0.18% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,865
shares
|
$4.34 Million
0.01% of portfolio
|
Q2 2020
Added 1176.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
32,117
shares
|
$4.24 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
32,009
shares
|
$4.22 Million
3.33% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
31,759
shares
|
$4.19 Million
0.77% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
31,581
shares
|
$4.17 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
31,580
shares
|
$4.17 Million
0.19% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
31,233
shares
|
$4.12 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
31,219
shares
|
$4.12 Million
0.72% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
30,916
shares
|
$4.08 Million
0.24% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
30,407
shares
|
$4.01 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,338
shares
|
$4 Million
0.05% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
30,201
shares
|
$3.98 Million
0.0% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
30,167
shares
|
$3.98 Million
0.1% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
30,133
shares
|
$3.98 Million
0.08% of portfolio
|
Q1 2023
Added 1.09%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
30,093
shares
|
$3.97 Million
1.96% of portfolio
|
Q3 2023
Reduced 1.1%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
30,030
shares
|
$3.96 Million
0.37% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
29,822
shares
|
$3.93 Million
0.31% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
29,678
shares
|
$3.92 Million
1.05% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
29,641
shares
|
$3.91 Million
3.05% of portfolio
|
Q2 2022
Reduced 1.2%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
29,278
shares
|
$3.86 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
29,187
shares
|
$3.85 Million
0.18% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
29,025
shares
|
$3.83 Million
0.72% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
28,919
shares
|
$3.82 Million
0.5% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
28,640
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Added 1.74%
|