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 1,709 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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
26,665
shares
|
$3.9 Million
0.24% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
26,297
shares
|
$3.85 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
26,103
shares
|
$3.82 Million
0.01% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
25,945
shares
|
$3.8 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
25,888
shares
|
$3.79 Million
1.0% of portfolio
|
Q3 2025
Added 14.12%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
25,799
shares
|
$3.78 Million
0.67% of portfolio
|
Q2 2025
Added 80.29%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
25,536
shares
|
$3.74 Million
0.6% of portfolio
|
Q3 2025
Added 63.51%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
25,486
shares
|
$3.73 Million
1.21% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
25,367
shares
|
$3.71 Million
0.21% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
25,305
shares
|
$3.7 Million
1.34% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
25,301
shares
|
$3.7 Million
1.62% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
25,243
shares
|
$3.69 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
25,199
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
25,179
shares
|
$3.68 Million
0.99% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Nov 06, 2025 Q3 2025 |
25,162
shares
|
$3.68 Million
2.82% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
25,076
shares
|
$3.67 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
24,936
shares
|
$3.65 Million
1.51% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
24,800
shares
|
$3.63 Million
2.45% of portfolio
|
Q4 2022
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
24,481
shares
|
$3.58 Million
0.7% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
24,347
shares
|
$3.56 Million
0.96% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
24,216
shares
|
$3.54 Million
1.32% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
24,210
shares
|
$3.54 Million
1.49% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Formulate Financial LLC
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
23,956
shares
|
$3.51 Million
4.33% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
23,828
shares
|
$3.49 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
23,714
shares
|
$3.47 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.82%
|
|