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 1,708 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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
526,024
shares
|
$77 Million
0.23% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
525,606
shares
|
$76.9 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
515,976
shares
|
$75.5 Million
5.76% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
512,253
shares
|
$75 Million
0.21% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
495,447
shares
|
$72.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
481,167
shares
|
$70.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
477,032
shares
|
$69.8 Million
0.01% of portfolio
|
Q3 2025
Added 23.68%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
465,685
shares
|
$68.2 Million
3.1% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Adventist Health System
Roseville, CA |
Oct 21, 2025 Q3 2025 |
460,365
shares
|
$67.4 Million
10.92% of portfolio
|
Q3 2025
New holding
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
460,261
shares
|
$67.4 Million
21.93% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
459,541
shares
|
$67.3 Million
0.1% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
453,892
shares
|
$66.4 Million
0.6% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
451,392
shares
|
$66.1 Million
9.99% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
444,709
shares
|
$65.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
444,684
shares
|
$65.1 Million
23.31% of portfolio
|
Q4 2025
Added 19.16%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
434,128
shares
|
$63.5 Million
16.37% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
428,448
shares
|
$62.7 Million
0.41% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
421,372
shares
|
$61.7 Million
0.29% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
410,381
shares
|
$60.1 Million
3.3% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Louis Dreyfus Family Office LLC
Wilton, CT |
Nov 10, 2022 Q3 2022 |
386,848
shares
|
$56.6 Million
47.57% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
377,803
shares
|
$55.3 Million
9.09% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
375,393
shares
|
$54.9 Million
0.83% of portfolio
|
Q3 2022
Added 60.31%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
373,874
shares
|
$54.7 Million
29.44% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
371,654
shares
|
$54.4 Million
9.83% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
370,257
shares
|
$54.2 Million
0.1% of portfolio
|
Q3 2023
Reduced 7.61%
|
|