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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,481
shares
|
$2.12 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
14,341
shares
|
$2.1 Million
0.36% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,337
shares
|
$2.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
14,208
shares
|
$2.08 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
14,202
shares
|
$2.08 Million
0.78% of portfolio
|
Q1 2022
Reduced 1.74%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
14,192
shares
|
$2.08 Million
0.12% of portfolio
|
Q4 2025
Reduced 1.87%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
14,164
shares
|
$2.07 Million
0.22% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
14,053
shares
|
$2.06 Million
0.85% of portfolio
|
Q4 2025
Added 482.15%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
14,036
shares
|
$2.05 Million
0.48% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
14,011
shares
|
$2.05 Million
0.21% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
13,971
shares
|
$2.04 Million
1.46% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
13,942
shares
|
$2.04 Million
1.67% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
13,884
shares
|
$2.03 Million
0.63% of portfolio
|
Q3 2025
Reduced 28.85%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
13,880
shares
|
$2.03 Million
0.15% of portfolio
|
Q3 2024
Added 4984.25%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
13,834
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Added 23.51%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
13,787
shares
|
$2.02 Million
0.15% of portfolio
|
Q1 2023
Added 0.01%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
13,671
shares
|
$2 Million
0.86% of portfolio
|
Q2 2022
Reduced 82.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
13,417
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
13,357
shares
|
$1.95 Million
0.22% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,237
shares
|
$1.94 Million
0.16% of portfolio
|
Q3 2021
Reduced 8.85%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
13,202
shares
|
$1.93 Million
1.1% of portfolio
|
Q4 2023
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
13,198
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2025
Added 115.65%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
13,125
shares
|
$1.92 Million
1.46% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
13,037
shares
|
$1.91 Million
0.53% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
13,003
shares
|
$1.9 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.26%
|
|