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 1,575 institutions that hold shares in the stock, with a total of 320 Million shares, which have been reported (via 13F filing form) to have a value of $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
96,312
shares
|
$12.4 Million
2.73% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
96,150
shares
|
$12.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
95,039
shares
|
$12.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
94,673
shares
|
$12.2 Million
5.54% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
94,568
shares
|
$12.1 Million
0.23% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
93,472
shares
|
$12 Million
7.06% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
93,362
shares
|
$12 Million
0.09% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
93,360
shares
|
$12 Million
1.25% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
93,178
shares
|
$12 Million
0.03% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
92,625
shares
|
$11.9 Million
3.88% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
92,072
shares
|
$11.8 Million
0.93% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
91,518
shares
|
$11.8 Million
0.39% of portfolio
|
Q1 2025
Added 93.71%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
91,058
shares
|
$11.7 Million
1.91% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
90,524
shares
|
$11.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
89,600
shares
|
$11.5 Million
1.92% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
89,560
shares
|
$11.5 Million
0.42% of portfolio
|
Q1 2025
Added 149.77%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
88,213
shares
|
$11.3 Million
0.93% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
86,173
shares
|
$11.1 Million
3.75% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
85,950
shares
|
$11 Million
0.29% of portfolio
|
Q2 2020
Reduced 0.18%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,907
shares
|
$11 Million
0.97% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
84,691
shares
|
$10.9 Million
0.16% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
84,620
shares
|
$10.9 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
83,521
shares
|
$10.7 Million
2.28% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
83,452
shares
|
$10.7 Million
1.77% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
83,105
shares
|
$10.7 Million
0.36% of portfolio
|
Q1 2025
Reduced 10.3%
|