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 1,536 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $39.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
67
shares
|
$8,714
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
66
shares
|
$8,583
0.01% of portfolio
|
Q4 2023
Reduced 44.07%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
63
shares
|
$8,193
0.0% of portfolio
|
Q3 2023
Added 3.28%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
54
shares
|
$7,023
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
54
shares
|
$7,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
51
shares
|
$6,633
0.0% of portfolio
|
Q4 2023
Reduced 61.07%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
49
shares
|
$6,372
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
48
shares
|
$6,242
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
47
shares
|
$6,112
0.01% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
43
shares
|
$5,592
0.0% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
32
shares
|
$4,161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
31
shares
|
$4,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
31
shares
|
$4,031
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
31
shares
|
$4,031
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
28
shares
|
$3,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
26
shares
|
$3,381
0.0% of portfolio
|
Q1 2024
Reduced 94.7%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
26
shares
|
$3,381
0.0% of portfolio
|
Q2 2024
Added 36.84%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
22
shares
|
$2,861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
19
shares
|
$2,471
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
18
shares
|
$2,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
12
shares
|
$1,560
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
5
shares
|
$650
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
1922 Investment CO LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
5
shares
|
$650
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
3
shares
|
$390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$260
0.03% of portfolio
|
Q4 2024
Reduced 99.92%
|