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 1,377 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $39.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
12,074
shares
|
$1.59 Million
0.15% of portfolio
|
Q3 2024
Reduced 50.29%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
12,000
shares
|
$1.58 Million
0.54% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
11,967
shares
|
$1.57 Million
0.88% of portfolio
|
Q3 2022
Reduced 2.09%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
11,835
shares
|
$1.56 Million
0.38% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
11,779
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
11,700
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
11,556
shares
|
$1.52 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
11,538
shares
|
$1.52 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
11,535
shares
|
$1.52 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,532
shares
|
$1.52 Million
0.18% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,514
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
11,440
shares
|
$1.5 Million
0.5% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
11,427
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
11,427
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 25.41%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
11,418
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
11,403
shares
|
$1.5 Million
0.38% of portfolio
|
Q1 2024
Reduced 48.19%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,376
shares
|
$1.5 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
11,332
shares
|
$1.49 Million
1.15% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
11,290
shares
|
$1.48 Million
0.29% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
11,283
shares
|
$1.48 Million
0.53% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,214
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
11,208
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
11,192
shares
|
$1.47 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
11,144
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,884
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|