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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,388
shares
|
$349,483
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
2,376
shares
|
$347,727
0.01% of portfolio
|
Q1 2024
Reduced 13.54%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,374
shares
|
$347,434
0.04% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,366
shares
|
$346,264
0.01% of portfolio
|
Q3 2023
Reduced 1.09%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
2,365
shares
|
$346,117
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
2,358
shares
|
$345,093
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
2,350
shares
|
$343,922
0.02% of portfolio
|
Q4 2025
Reduced 5.05%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
2,350
shares
|
$343,922
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,347
shares
|
$343,483
0.04% of portfolio
|
Q4 2025
Reduced 1.8%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
2,345
shares
|
$343,190
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
2,342
shares
|
$342,751
0.12% of portfolio
|
Q1 2025
Added 27.42%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,337
shares
|
$342,019
0.02% of portfolio
|
Q3 2025
Added 22.23%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
2,334
shares
|
$341,580
0.01% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,327
shares
|
$340,556
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
2,323
shares
|
$339,971
0.07% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
2,313
shares
|
$338,507
0.19% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,310
shares
|
$338,068
0.1% of portfolio
|
Q4 2023
Reduced 7.97%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
2,300
shares
|
$336,605
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
2,278
shares
|
$333,385
0.25% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,258
shares
|
$330,458
0.02% of portfolio
|
Q1 2024
Reduced 55.57%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,256
shares
|
$330,165
0.11% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
2,250
shares
|
$329,287
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
2,238
shares
|
$327,531
0.17% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,234
shares
|
$326,945
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,228
shares
|
$326,067
0.07% of portfolio
|
Q3 2025
Reduced 4.17%
|
|