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 1,380 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 $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
2,864
shares
|
$372,463
0.02% of portfolio
|
Q1 2023
Reduced 2.32%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
2,859
shares
|
$371,812
0.01% of portfolio
|
Q3 2024
Added 16.5%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,858
shares
|
$371,682
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
2,855
shares
|
$371,292
0.23% of portfolio
|
Q2 2023
Reduced 5.78%
|
|
|
Surience Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2,849
shares
|
$370,512
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,847
shares
|
$370,252
0.05% of portfolio
|
Q4 2022
Reduced 0.56%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
2,844
shares
|
$369,862
0.2% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
2,841
shares
|
$369,472
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
2,840
shares
|
$369,342
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
2,826
shares
|
$367,521
0.03% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,817
shares
|
$366,350
0.11% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,815
shares
|
$366,090
0.3% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
2,809
shares
|
$365,310
0.29% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
2,808
shares
|
$365,180
0.24% of portfolio
|
Q4 2023
Reduced 13.01%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,805
shares
|
$364,790
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
2,805
shares
|
$364,790
0.14% of portfolio
|
Q4 2023
Reduced 3.11%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,790
shares
|
$362,839
0.13% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
2,785
shares
|
$362,189
0.18% of portfolio
|
Q2 2024
Reduced 10.42%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,784
shares
|
$362,059
0.11% of portfolio
|
Q3 2023
Reduced 77.26%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,760
shares
|
$358,938
0.05% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
2,758
shares
|
$358,677
0.12% of portfolio
|
Q3 2024
Added 2257.26%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
2,755
shares
|
$358,287
0.02% of portfolio
|
Q3 2024
Reduced 58.02%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
2,741
shares
|
$356,467
0.04% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
2,733
shares
|
$355,426
0.14% of portfolio
|
Q4 2022
Reduced 14.94%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
2,719
shares
|
$353,605
0.24% of portfolio
|
Q3 2024
Added 1.12%
|