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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
15,410
shares
|
$1.87 Million
0.5% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,403
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
15,353
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 34.68%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
15,341
shares
|
$1.86 Million
0.28% of portfolio
|
Q3 2022
Added 14.68%
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
15,327
shares
|
$1.86 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15,278
shares
|
$1.85 Million
0.79% of portfolio
|
Q4 2024
Added 706.65%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
15,219
shares
|
$1.85 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
15,148
shares
|
$1.84 Million
0.41% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
15,116
shares
|
$1.83 Million
0.76% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
15,013
shares
|
$1.82 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
15,003
shares
|
$1.82 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
14,919
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2022
Added 271.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
14,857
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
14,759
shares
|
$1.79 Million
0.3% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
14,681
shares
|
$1.78 Million
0.66% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
14,641
shares
|
$1.78 Million
0.24% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14,611
shares
|
$1.77 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
14,542
shares
|
$1.77 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
14,517
shares
|
$1.76 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,481
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
14,317
shares
|
$1.74 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
14,213
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
14,202
shares
|
$1.72 Million
0.78% of portfolio
|
Q1 2022
Reduced 1.74%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
14,179
shares
|
$1.72 Million
0.42% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
14,164
shares
|
$1.72 Million
0.22% of portfolio
|
Q4 2022
Reduced 1.03%
|