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 1,704 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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,882,670
shares
|
$276 Million
7.68% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,833,068
shares
|
$268 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
1,773,514
shares
|
$260 Million
26.32% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,682,543
shares
|
$246 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,647,343
shares
|
$241 Million
0.28% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
1,647,193
shares
|
$241 Million
31.01% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,560,683
shares
|
$228 Million
2.94% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,515,176
shares
|
$222 Million
0.21% of portfolio
|
Q3 2025
Added 64.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,512,944
shares
|
$221 Million
0.01% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Cisco Systems, Inc.
San Jose, CA |
Oct 10, 2025 Q3 2025 |
1,497,500
shares
|
$219 Million
84.45% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,453,610
shares
|
$213 Million
17.12% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
1,440,844
shares
|
$211 Million
12.17% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,366,477
shares
|
$200 Million
18.38% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,303,963
shares
|
$191 Million
0.25% of portfolio
|
Q3 2025
Reduced 18.63%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
1,236,235
shares
|
$181 Million
26.66% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
1,227,179
shares
|
$180 Million
8.96% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,212,538
shares
|
$177 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
1,142,723
shares
|
$167 Million
29.06% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,119,988
shares
|
$164 Million
0.22% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
1,114,301
shares
|
$163 Million
19.75% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,065,791
shares
|
$156 Million
10.03% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,060,406
shares
|
$155 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,022,868
shares
|
$150 Million
2.85% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,020,342
shares
|
$149 Million
1.02% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
996,277
shares
|
$146 Million
6.6% of portfolio
|
Q3 2025
Added 3.37%
|
|