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 $39.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
13,671
shares
|
$1.78 Million
0.86% of portfolio
|
Q2 2022
Reduced 82.59%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,669
shares
|
$1.78 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
13,642
shares
|
$1.78 Million
0.57% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
13,593
shares
|
$1.77 Million
0.23% of portfolio
|
Q3 2024
Added 79.9%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
13,583
shares
|
$1.77 Million
0.36% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
13,565
shares
|
$1.77 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
13,451
shares
|
$1.76 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
13,307
shares
|
$1.74 Million
0.4% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
13,307
shares
|
$1.74 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
13,260
shares
|
$1.73 Million
0.2% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,237
shares
|
$1.73 Million
0.16% of portfolio
|
Q3 2021
Reduced 8.85%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
13,202
shares
|
$1.72 Million
1.12% of portfolio
|
Q4 2023
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
13,161
shares
|
$1.72 Million
0.2% of portfolio
|
Q3 2024
Reduced 28.56%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
13,151
shares
|
$1.72 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
13,047
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
12,986
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
12,723
shares
|
$1.66 Million
0.46% of portfolio
|
Q2 2024
Added 25.87%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
12,686
shares
|
$1.66 Million
0.35% of portfolio
|
Q3 2024
Reduced 15.14%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
12,672
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
12,631
shares
|
$1.65 Million
0.08% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
12,557
shares
|
$1.64 Million
0.83% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
12,547
shares
|
$1.64 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
12,502
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
12,335
shares
|
$1.61 Million
0.25% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
12,304
shares
|
$1.61 Million
0.06% of portfolio
|
Q3 2024
New holding
|