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 1,719 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 |
|---|---|---|---|---|---|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
459
shares
|
$67,174
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
450
shares
|
$65,857
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
450
shares
|
$65,857
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
447
shares
|
$65,418
0.05% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
445
shares
|
$65,125
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
442
shares
|
$64,686
0.11% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
442
shares
|
$64,686
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
434
shares
|
$63,515
0.02% of portfolio
|
Q3 2025
Added 73.6%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
430
shares
|
$62,930
0.01% of portfolio
|
Q4 2025
Reduced 77.3%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
428
shares
|
$62,637
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
424
shares
|
$62,052
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
420
shares
|
$61,467
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
415
shares
|
$60,735
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
399
shares
|
$58,393
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
397
shares
|
$58,100
0.0% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
395
shares
|
$57,808
0.05% of portfolio
|
Q4 2024
Added 62.55%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
392
shares
|
$57,369
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
378
shares
|
$55,320
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
376
shares
|
$55,027
0.01% of portfolio
|
Q2 2024
Added 17.5%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
370
shares
|
$54,149
0.01% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
366
shares
|
$53,564
0.02% of portfolio
|
Q2 2025
Added 36500.0%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
356
shares
|
$52,100
0.0% of portfolio
|
Q3 2025
Reduced 29.64%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
347
shares
|
$50,783
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
346
shares
|
$50,637
0.02% of portfolio
|
Q3 2025
Reduced 16.02%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
345
shares
|
$50,490
0.01% of portfolio
|
Q1 2025
Reduced 4.96%
|
|