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 1,561 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
502,555
shares
|
$58.8 Million
1.93% of portfolio
|
Q4 2024
Reduced 42.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
496,369
shares
|
$58.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
486,698
shares
|
$56.9 Million
3.41% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
482,550
shares
|
$56.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 99.18%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
480,124
shares
|
$56.2 Million
0.18% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
478,104
shares
|
$55.9 Million
0.36% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
477,878
shares
|
$55.9 Million
0.1% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
470,908
shares
|
$55.1 Million
11.49% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
465,567
shares
|
$54.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
461,311
shares
|
$54 Million
22.72% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
459,460
shares
|
$53.8 Million
1.61% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
448,251
shares
|
$52.4 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
442,095
shares
|
$51.7 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
437,907
shares
|
$51.2 Million
35.48% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
435,264
shares
|
$50.9 Million
15.66% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
417,101
shares
|
$48.8 Million
20.27% of portfolio
|
Q4 2024
Added 47.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
411,434
shares
|
$48.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
397,108
shares
|
$46.5 Million
0.99% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
394,871
shares
|
$46.2 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
393,603
shares
|
$46.1 Million
0.63% of portfolio
|
Q4 2024
Added 102.62%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
390,695
shares
|
$45.7 Million
0.29% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Louis Dreyfus Family Office LLC
Wilton, CT |
Nov 10, 2022 Q3 2022 |
386,848
shares
|
$45.3 Million
47.57% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
385,084
shares
|
$45.1 Million
0.01% of portfolio
|
Q4 2024
Added 125.94%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
378,650
shares
|
$44.3 Million
9.41% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
375,393
shares
|
$43.9 Million
0.83% of portfolio
|
Q3 2022
Added 60.31%
|