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 |
|---|---|---|---|---|---|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
9,918
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
9,831
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
9,829
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
9,813
shares
|
$1.44 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
9,796
shares
|
$1.43 Million
0.13% of portfolio
|
Q1 2025
Reduced 26.12%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
9,736
shares
|
$1.42 Million
0.05% of portfolio
|
Q4 2025
Added 11.42%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
9,685
shares
|
$1.42 Million
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,679
shares
|
$1.42 Million
0.15% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
9,672
shares
|
$1.42 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
9,668
shares
|
$1.41 Million
1.15% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
9,645
shares
|
$1.41 Million
0.75% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
9,567
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
9,553
shares
|
$1.4 Million
0.79% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
9,481
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
9,385
shares
|
$1.37 Million
0.45% of portfolio
|
Q1 2022
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
9,301
shares
|
$1.36 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
9,275
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
9,256
shares
|
$1.35 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
9,200
shares
|
$1.35 Million
0.19% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,188
shares
|
$1.34 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,152
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
9,151
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Added 16.48%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
9,149
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
9,117
shares
|
$1.33 Million
0.72% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
9,116
shares
|
$1.33 Million
0.25% of portfolio
|
Q4 2025
Reduced 11.03%
|
|