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 1,713 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 |
|---|---|---|---|---|---|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
3,481
shares
|
$509,444
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
3,479
shares
|
$509,151
0.04% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
3,477
shares
|
$508,858
0.01% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
3,475
shares
|
$508,566
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
3,458
shares
|
$506,078
0.19% of portfolio
|
Q3 2025
Added 31.53%
|
|
|
Paragon Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
3,444
shares
|
$504,029
0.15% of portfolio
|
Q4 2025
Reduced 24.22%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
3,438
shares
|
$503,151
0.11% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,437
shares
|
$503,004
0.04% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
3,425
shares
|
$501,248
0.1% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
3,412
shares
|
$499,346
0.36% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
3,410
shares
|
$499,053
0.19% of portfolio
|
Q2 2025
Reduced 22.82%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
3,405
shares
|
$498,321
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
3,394
shares
|
$496,711
0.5% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
3,385
shares
|
$495,394
0.09% of portfolio
|
Q4 2025
Added 9.83%
|
|
|
Af Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,379
shares
|
$494,516
0.2% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
3,377
shares
|
$494,223
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,366
shares
|
$492,614
0.03% of portfolio
|
Q3 2025
Reduced 19.03%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
3,362
shares
|
$492,028
0.13% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
3,351
shares
|
$490,418
0.04% of portfolio
|
Q3 2025
Reduced 32.59%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,349
shares
|
$490,126
0.07% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
3,347
shares
|
$489,833
0.12% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,340
shares
|
$488,809
0.05% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
3,323
shares
|
$486,321
0.03% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
3,313
shares
|
$484,857
0.15% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
3,297
shares
|
$482,515
0.04% of portfolio
|
Q3 2025
Added 0.98%
|
|