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 1,379 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 $40 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
164,947
shares
|
$21.7 Million
0.81% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
161,394
shares
|
$21.3 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
161,304
shares
|
$21.3 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
160,010
shares
|
$21.1 Million
2.28% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
155,635
shares
|
$20.5 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
155,189
shares
|
$20.5 Million
9.27% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
154,861
shares
|
$20.4 Million
3.54% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
152,977
shares
|
$20.2 Million
12.39% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
152,596
shares
|
$20.1 Million
3.51% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
151,160
shares
|
$19.9 Million
2.6% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
150,895
shares
|
$19.9 Million
0.32% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
150,428
shares
|
$19.8 Million
1.71% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
150,364
shares
|
$19.8 Million
1.66% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
148,072
shares
|
$19.5 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
148,072
shares
|
$19.5 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
146,775
shares
|
$19.4 Million
7.53% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
146,563
shares
|
$19.3 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
145,860
shares
|
$19.2 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
145,636
shares
|
$19.2 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
144,974
shares
|
$19.1 Million
11.97% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
142,622
shares
|
$18.8 Million
11.9% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
139,783
shares
|
$18.4 Million
1.4% of portfolio
|
Q3 2022
Added 126.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
139,580
shares
|
$18.4 Million
0.03% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
138,800
shares
|
$18.3 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.71%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
138,140
shares
|
$18.2 Million
0.12% of portfolio
|
Q3 2024
Added 1.32%
|