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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
3,296
shares
|
$482,369
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
3,270
shares
|
$478,564
0.15% of portfolio
|
Q4 2025
Reduced 1.98%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
3,268
shares
|
$478,271
0.17% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
3,263
shares
|
$477,540
0.05% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
3,249
shares
|
$475,491
0.17% of portfolio
|
Q4 2025
Reduced 2.87%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,236
shares
|
$473,588
0.12% of portfolio
|
Q3 2025
Reduced 65.35%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
3,220
shares
|
$471,247
0.33% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
3,205
shares
|
$469,051
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
3,199
shares
|
$468,173
0.04% of portfolio
|
Q3 2025
Added 59.15%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
3,193
shares
|
$467,295
0.01% of portfolio
|
Q4 2025
Added 10.75%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
3,184
shares
|
$465,978
0.19% of portfolio
|
Q2 2025
Reduced 92.2%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3,145
shares
|
$460,270
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
3,130
shares
|
$458,075
0.15% of portfolio
|
Q3 2025
Added 21.32%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
3,126
shares
|
$457,490
0.05% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,107
shares
|
$454,709
0.16% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
3,107
shares
|
$454,709
0.1% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
3,100
shares
|
$453,685
0.09% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,084
shares
|
$451,343
0.04% of portfolio
|
Q3 2025
Added 25.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,073
shares
|
$449,733
0.01% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
3,055
shares
|
$447,099
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
3,045
shares
|
$445,635
0.25% of portfolio
|
Q4 2024
Added 32.39%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,036
shares
|
$444,318
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
3,035
shares
|
$444,172
0.04% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,011
shares
|
$440,659
0.07% of portfolio
|
Q3 2025
Reduced 2.3%
|
|