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 1,547 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
48,791
shares
|
$5.92 Million
5.95% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
48,281
shares
|
$5.86 Million
0.31% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
48,007
shares
|
$5.83 Million
2.98% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
47,518
shares
|
$5.77 Million
4.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
47,422
shares
|
$5.76 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
47,285
shares
|
$5.74 Million
2.47% of portfolio
|
Q2 2023
Added 0.92%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
47,245
shares
|
$5.74 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
46,991
shares
|
$5.7 Million
1.13% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
46,411
shares
|
$5.63 Million
0.01% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
46,242
shares
|
$5.61 Million
2.72% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
46,212
shares
|
$5.61 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
46,034
shares
|
$5.59 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
45,977
shares
|
$5.58 Million
0.46% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
45,695
shares
|
$5.55 Million
0.61% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
45,399
shares
|
$5.51 Million
0.87% of portfolio
|
Q4 2024
Added 29.48%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
45,326
shares
|
$5.5 Million
0.27% of portfolio
|
Q2 2022
Reduced 3.06%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
45,022
shares
|
$5.47 Million
0.36% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
44,050
shares
|
$5.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 86.96%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
43,964
shares
|
$5.34 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
43,852
shares
|
$5.32 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
43,803
shares
|
$5.32 Million
0.36% of portfolio
|
Q4 2024
Added 70.84%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
43,798
shares
|
$5.32 Million
0.58% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
43,571
shares
|
$5.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 42.91%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
43,207
shares
|
$5.24 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
43,100
shares
|
$5.23 Million
0.01% of portfolio
|
Q4 2024
New holding
|