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 |
|---|---|---|---|---|---|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
47,422
shares
|
$6.83 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
|
$6.81 Million
2.47% of portfolio
|
Q2 2023
Added 0.92%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
47,167
shares
|
$6.79 Million
3.45% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
47,051
shares
|
$6.77 Million
0.06% of portfolio
|
Q2 2025
Added 72.3%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
46,513
shares
|
$6.7 Million
2.41% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
45,974
shares
|
$6.62 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
45,707
shares
|
$6.58 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
45,689
shares
|
$6.58 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
45,326
shares
|
$6.53 Million
0.27% of portfolio
|
Q2 2022
Reduced 3.06%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
45,231
shares
|
$6.51 Million
0.04% of portfolio
|
Q2 2025
Added 34.0%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
45,206
shares
|
$6.51 Million
0.99% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
44,326
shares
|
$6.38 Million
0.7% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
44,174
shares
|
$6.36 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
43,974
shares
|
$6.33 Million
1.96% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
43,964
shares
|
$6.33 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
43,883
shares
|
$6.32 Million
0.12% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
43,476
shares
|
$6.26 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
43,271
shares
|
$6.23 Million
0.25% of portfolio
|
Q2 2025
Added 1619.83%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
43,152
shares
|
$6.21 Million
0.05% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
43,045
shares
|
$6.2 Million
3.65% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
42,533
shares
|
$6.12 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
42,137
shares
|
$6.07 Million
0.45% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
41,793
shares
|
$6.02 Million
2.02% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
41,701
shares
|
$6 Million
0.8% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
41,648
shares
|
$6 Million
1.76% of portfolio
|
Q2 2025
Added 0.76%
|