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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,896,181
shares
|
$273 Million
0.99% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,882,670
shares
|
$271 Million
7.68% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,793,612
shares
|
$258 Million
26.3% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Cisco Systems, Inc.
San Jose, CA |
Jul 10, 2025 Q2 2025 |
1,722,500
shares
|
$248 Million
86.2% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,721,438
shares
|
$248 Million
0.44% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
1,713,579
shares
|
$247 Million
30.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,647,343
shares
|
$237 Million
0.28% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,602,451
shares
|
$231 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
1,566,681
shares
|
$226 Million
2.89% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,453,610
shares
|
$209 Million
17.12% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1,446,573
shares
|
$208 Million
18.81% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
1,388,351
shares
|
$200 Million
11.45% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,362,967
shares
|
$196 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
1,236,235
shares
|
$178 Million
26.66% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
1,203,768
shares
|
$173 Million
8.68% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
1,185,987
shares
|
$171 Million
27.89% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
1,150,349
shares
|
$166 Million
19.63% of portfolio
|
Q2 2025
Added 27.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,146,739
shares
|
$165 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,114,306
shares
|
$160 Million
0.22% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,109,577
shares
|
$160 Million
0.03% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,059,177
shares
|
$152 Million
9.9% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
1,019,989
shares
|
$147 Million
2.85% of portfolio
|
Q2 2025
Reduced 46.54%
|
|
|
Claar Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
998,663
shares
|
$144 Million
42.81% of portfolio
|
Q2 2025
Added 15.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
995,308
shares
|
$143 Million
0.17% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
974,950
shares
|
$140 Million
1.07% of portfolio
|
Q2 2025
Added 1.4%
|