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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
56,482
shares
|
$7.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Avalon Advisory Group
Wexford, PA |
May 14, 2025 Q1 2025 |
56,391
shares
|
$7.26 Million
3.24% of portfolio
|
Q1 2025
Added 21.95%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
56,120
shares
|
$7.22 Million
0.73% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
55,856
shares
|
$7.19 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
55,852
shares
|
$7.19 Million
1.27% of portfolio
|
Q1 2025
Reduced 28.04%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
55,499
shares
|
$7.14 Million
4.67% of portfolio
|
Q4 2024
Added 43.14%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
55,429
shares
|
$7.13 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
55,179
shares
|
$7.1 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
55,037
shares
|
$7.08 Million
0.16% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
54,917
shares
|
$7.07 Million
1.36% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
54,724
shares
|
$7.04 Million
4.52% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
54,194
shares
|
$6.97 Million
0.45% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
53,563
shares
|
$6.89 Million
4.66% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
53,338
shares
|
$6.86 Million
3.1% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
52,971
shares
|
$6.82 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
52,622
shares
|
$6.77 Million
0.62% of portfolio
|
Q4 2023
Added 13.08%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
52,541
shares
|
$6.76 Million
2.76% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
52,347
shares
|
$6.74 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
52,153
shares
|
$6.71 Million
1.37% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
51,354
shares
|
$6.61 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
51,077
shares
|
$6.57 Million
0.64% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
50,944
shares
|
$6.56 Million
3.27% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
50,816
shares
|
$6.54 Million
0.32% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
50,760
shares
|
$6.53 Million
6.76% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
49,735
shares
|
$6.4 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.68%
|