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 1,636 institutions that hold shares in the stock, with a total of 325 Million shares, which have been reported (via 13F filing form) to have a value of $46.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
55,300
shares
|
$7.96 Million
4.6% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
55,005
shares
|
$7.92 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
54,838
shares
|
$7.9 Million
3.17% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
54,727
shares
|
$7.88 Million
0.72% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
53,055
shares
|
$7.64 Million
1.4% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
53,048
shares
|
$7.64 Million
4.5% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
52,622
shares
|
$7.58 Million
0.62% of portfolio
|
Q4 2023
Added 13.08%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
52,153
shares
|
$7.51 Million
1.44% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
51,354
shares
|
$7.39 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
50,736
shares
|
$7.3 Million
4.49% of portfolio
|
Q2 2025
Added 39.25%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
50,643
shares
|
$7.29 Million
1.3% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
50,605
shares
|
$7.29 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
50,461
shares
|
$7.26 Million
0.3% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
50,404
shares
|
$7.26 Million
3.61% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
50,155
shares
|
$7.22 Million
5.84% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
50,139
shares
|
$7.22 Million
0.45% of portfolio
|
Q2 2025
Added 71.3%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
49,790
shares
|
$7.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 90.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
49,638
shares
|
$7.15 Million
0.16% of portfolio
|
Q2 2025
Reduced 63.21%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
49,570
shares
|
$7.14 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
49,359
shares
|
$7.11 Million
3.7% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
48,780
shares
|
$7.02 Million
1.24% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
48,511
shares
|
$6.98 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
47,874
shares
|
$6.89 Million
0.2% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
47,633
shares
|
$6.86 Million
0.47% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
47,604
shares
|
$6.85 Million
0.11% of portfolio
|
Q2 2025
Reduced 24.51%
|