Purchases and Sales Made in Q4 2025 in 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) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P TOTAL U.S. ST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
338K+ 124.77% |
$48.2M - $50.6M
|
608K
$89M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
109KNew |
$15.6M - $16.4M
|
109K
$16M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
75.4KNew |
$10.8M - $11.3M
|
75.4K
$11M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
71.5K+ 19.16% |
$10.2M - $10.7M
|
445K
$65.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
57.6KNew |
$8.23M - $8.65M
|
57.6K
$8.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.8K+ 102.48% |
$8.1M - $8.52M
|
112K
$16.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
37.9K+ 243.66% |
$5.42M - $5.69M
|
53.5K
$7.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.1K+ 0.95% |
$4.87M - $5.12M
|
3.64M
$532M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
32.4K+ 8.72% |
$4.63M - $4.87M
|
404K
$59.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.4K+ 2.85% |
$4.05M - $4.26M
|
1.02M
$150M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27.6K+ 15.61% |
$3.95M - $4.15M
|
205K
$30M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
26.6K+ 39.71% |
$3.8M - $3.99M
|
93.6K
$13.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
21.7K+ 32.59% |
$3.09M - $3.25M
|
88.2K
$12.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
17.9K+ 1.98% |
$2.55M - $2.68M
|
918K
$134M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.7K+ 5.11% |
$2.39M - $2.51M
|
344K
$50.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
15.9KNew |
$2.27M - $2.39M
|
15.9K
$2.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.8K+ 283.55% |
$2.26M - $2.37M
|
21.4K
$3.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
14.9K+ 44.62% |
$2.13M - $2.24M
|
48.4K
$7.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
13.9K+ 5.12% |
$1.99M - $2.09M
|
286K
$41.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
12.9K+ 21.24% |
$1.85M - $1.94M
|
73.9K
$10.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.7K+ 1.76% |
$1.82M - $1.91M
|
738K
$108M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
12.3KNew |
$1.75M - $1.84M
|
12.3K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
11.6K+ 482.15% |
$1.66M - $1.75M
|
14.1K
$2.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
11KNew |
$1.57M - $1.65M
|
11K
$1.61M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
10.5KNew |
$1.5M - $1.58M
|
10.5K
$1.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
10.1K+ 119.91% |
$1.45M - $1.52M
|
18.6K
$2.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
8.32K+ 92.31% |
$1.19M - $1.25M
|
17.3K
$2.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
6.92KNew |
$988K - $1.04M
|
6.92K
$1.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.66K+ 71.82% |
$951K - $999K
|
15.9K
$2.33M
|
|
|
Jan 22, 2026
Q4 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
6.59K+ 2.38% |
$941K - $989K
|
283K
$41.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.59K+ 9.73% |
$941K - $989K
|
74.3K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
6.56K+ 375.01% |
$937K - $984K
|
8.31K
$1.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
6.56K+ 5.53% |
$936K - $984K
|
125K
$18.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6.51K+ 6.33% |
$929K - $976K
|
109K
$16M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
6.2KNew |
$885K - $930K
|
6.2K
$907K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
6.17K+ 17.54% |
$881K - $926K
|
41.3K
$6.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Robinhood Asset Management, LLC
Menlo Park, CA |
BUY
|
- |
5.78KNew |
$826K - $868K
|
5.78K
$846K
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.51K+ 18.95% |
$786K - $826K
|
34.6K
$5.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5.13K+ 1.46% |
$732K - $769K
|
355K
$52M
|
|
|
Jan 09, 2026
Q4 2025
|
Jvl Associates LLC
|
BUY
|
- |
4.9K+ 1.07% |
$699K - $734K
|
460K
$67.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.76KNew |
$680K - $715K
|
4.76K
$697K
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.55K+ 13.89% |
$507K - $532K
|
29.1K
$4.26M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.51K+ 183.76% |
$501K - $526K
|
5.42K
$793K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.46K+ 23.7% |
$494K - $519K
|
18.1K
$2.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
3.1KNew |
$443K - $466K
|
3.1K
$454K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3K+ 2.24% |
$428K - $450K
|
137K
$20M
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3K+ 3.17% |
$428K - $449K
|
97.4K
$14.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 1.64% |
$399K - $419K
|
173K
$25.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
2.77KNew |
$395K - $415K
|
2.77K
$405K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.49K+ 65.9% |
$355K - $373K
|
6.26K
$916K
|
|