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 $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
3,426
shares
|
$445,551
0.09% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,419
shares
|
$444,640
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
3,409
shares
|
$443,340
0.01% of portfolio
|
Q3 2024
Reduced 66.25%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
3,406
shares
|
$442,950
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
3,395
shares
|
$441,519
0.09% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,381
shares
|
$439,699
0.1% of portfolio
|
Q3 2024
Added 92.1%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
3,377
shares
|
$439,178
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,374
shares
|
$438,788
0.06% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,357
shares
|
$436,577
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,323
shares
|
$432,156
0.03% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
3,323
shares
|
$432,156
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,293
shares
|
$428,254
0.03% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,276
shares
|
$426,043
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
3,258
shares
|
$423,702
0.07% of portfolio
|
Q3 2024
Reduced 18.67%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
3,232
shares
|
$420,321
0.2% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
3,208
shares
|
$417,200
0.02% of portfolio
|
Q3 2024
Reduced 23.58%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
3,200
shares
|
$416,160
0.09% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3,197
shares
|
$415,769
0.09% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
3,174
shares
|
$412,778
0.1% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
3,168
shares
|
$411,998
0.01% of portfolio
|
Q3 2024
Added 96.53%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,168
shares
|
$411,998
0.02% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
3,155
shares
|
$410,307
0.07% of portfolio
|
Q1 2024
Added 16.55%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,129
shares
|
$406,926
0.0% of portfolio
|
Q3 2024
Added 62.38%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
3,122
shares
|
$406,016
0.21% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
3,100
shares
|
$403,155
0.04% of portfolio
|
Q3 2024
New holding
|