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 1,543 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $36.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
202,999
shares
|
$24.6 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
196,216
shares
|
$23.8 Million
0.31% of portfolio
|
Q4 2024
Reduced 13.21%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
194,106
shares
|
$23.6 Million
8.66% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
193,656
shares
|
$23.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
193,380
shares
|
$23.5 Million
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
189,397
shares
|
$23 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
187,971
shares
|
$22.8 Million
6.17% of portfolio
|
Q2 2022
Reduced 2.83%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
187,805
shares
|
$22.8 Million
5.61% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
186,415
shares
|
$22.6 Million
22.31% of portfolio
|
Q4 2024
Reduced 99.22%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
185,116
shares
|
$22.5 Million
19.65% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
184,443
shares
|
$22.4 Million
3.66% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
183,225
shares
|
$22.2 Million
7.62% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
182,448
shares
|
$22.1 Million
7.55% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
181,304
shares
|
$22 Million
6.93% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
181,144
shares
|
$22 Million
9.09% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
180,042
shares
|
$21.9 Million
3.49% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
179,701
shares
|
$21.8 Million
0.57% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
178,899
shares
|
$21.7 Million
13.75% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
178,005
shares
|
$21.6 Million
5.37% of portfolio
|
Q2 2024
Added 30.38%
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
176,383
shares
|
$21.4 Million
14.02% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
176,349
shares
|
$21.4 Million
0.4% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
175,966
shares
|
$21.4 Million
17.26% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
174,498
shares
|
$21.2 Million
9.88% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
169,226
shares
|
$20.5 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
167,242
shares
|
$20.3 Million
8.45% of portfolio
|
Q3 2024
Reduced 1.8%
|