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 |
|---|---|---|---|---|---|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
164,278
shares
|
$19.9 Million
5.07% of portfolio
|
Q4 2024
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
164,208
shares
|
$19.9 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
163,320
shares
|
$19.8 Million
1.3% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
163,204
shares
|
$19.8 Million
0.72% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
163,201
shares
|
$19.8 Million
1.28% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
161,691
shares
|
$19.6 Million
2.32% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
161,615
shares
|
$19.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jan 29, 2025 Q4 2024 |
158,500
shares
|
$19.2 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
158,044
shares
|
$19.2 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
156,958
shares
|
$19.1 Million
0.13% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
154,102
shares
|
$18.7 Million
12.56% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
152,297
shares
|
$18.5 Million
0.59% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
152,080
shares
|
$18.5 Million
3.45% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
151,132
shares
|
$18.3 Million
1.75% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
150,863
shares
|
$18.3 Million
2.91% of portfolio
|
Q4 2024
Added 242.84%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
149,024
shares
|
$18.1 Million
1.22% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
148,463
shares
|
$18 Million
0.04% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
148,154
shares
|
$18 Million
8.26% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
147,744
shares
|
$17.9 Million
1.51% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
146,113
shares
|
$17.7 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
144,685
shares
|
$17.6 Million
2.54% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
144,611
shares
|
$17.6 Million
3.24% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
143,280
shares
|
$17.4 Million
11.99% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
142,950
shares
|
$17.4 Million
16.31% of portfolio
|
Q4 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
142,622
shares
|
$17.3 Million
11.9% of portfolio
|
Q2 2024
Reduced 2.73%
|