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 1,704 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 |
|---|---|---|---|---|---|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
152,484
shares
|
$22.3 Million
9.23% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
152,462
shares
|
$22.3 Million
0.37% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
152,435
shares
|
$22.3 Million
4.39% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
151,957
shares
|
$22.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 31.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
151,895
shares
|
$22.2 Million
0.04% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
149,318
shares
|
$21.9 Million
0.38% of portfolio
|
Q3 2025
Reduced 63.61%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
146,885
shares
|
$21.5 Million
11.5% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
144,878
shares
|
$21.2 Million
0.11% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
143,741
shares
|
$21 Million
1.41% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
142,622
shares
|
$20.9 Million
11.9% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
140,508
shares
|
$20.6 Million
0.64% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
139,783
shares
|
$20.5 Million
1.4% of portfolio
|
Q3 2022
Added 126.18%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
139,328
shares
|
$20.4 Million
2.11% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
138,883
shares
|
$20.3 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
138,800
shares
|
$20.3 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.71%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
137,906
shares
|
$20.2 Million
0.08% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
137,663
shares
|
$20.1 Million
0.06% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
137,050
shares
|
$20.1 Million
14.92% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
136,369
shares
|
$20 Million
2.24% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
133,716
shares
|
$19.6 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
133,614
shares
|
$19.6 Million
1.26% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
131,374
shares
|
$19.2 Million
1.76% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
131,283
shares
|
$19.2 Million
2.95% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
128,689
shares
|
$18.8 Million
0.09% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
128,253
shares
|
$18.8 Million
1.8% of portfolio
|
Q3 2025
Reduced 2.98%
|
|