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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
66,089
shares
|
$8.49 Million
1.09% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
65,836
shares
|
$8.45 Million
2.81% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
65,607
shares
|
$8.42 Million
0.0% of portfolio
|
Q1 2025
Added 28.31%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
64,536
shares
|
$8.29 Million
4.34% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
64,035
shares
|
$8.22 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
63,172
shares
|
$8.11 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
63,069
shares
|
$8.1 Million
5.16% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
63,064
shares
|
$8.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
62,939
shares
|
$8.08 Million
2.38% of portfolio
|
Q1 2025
Reduced 72.19%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
62,117
shares
|
$7.98 Million
1.21% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
61,984
shares
|
$7.96 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
61,723
shares
|
$7.93 Million
2.3% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
61,355
shares
|
$7.88 Million
1.34% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
61,198
shares
|
$7.86 Million
0.84% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
60,340
shares
|
$7.75 Million
6.46% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
59,430
shares
|
$7.63 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
59,097
shares
|
$7.59 Million
0.21% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
58,270
shares
|
$7.48 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
58,058
shares
|
$7.46 Million
0.71% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
57,841
shares
|
$7.43 Million
2.15% of portfolio
|
Q1 2023
Added 2.82%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
57,746
shares
|
$7.42 Million
5.0% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
57,563
shares
|
$7.39 Million
1.93% of portfolio
|
Q1 2025
Reduced 24.11%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
57,062
shares
|
$7.33 Million
0.32% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
57,000
shares
|
$7.32 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
56,649
shares
|
$7.27 Million
1.52% of portfolio
|
Q1 2025
Added 2.34%
|