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 1,576 institutions that hold shares in the stock, with a total of 320 Million shares, which have been reported (via 13F filing form) to have a value of $41.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
14,986
shares
|
$1.95 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
14,963
shares
|
$1.95 Million
0.67% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
14,919
shares
|
$1.94 Million
0.04% of portfolio
|
Q3 2022
Added 271.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
14,865
shares
|
$1.94 Million
0.05% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
14,732
shares
|
$1.92 Million
0.3% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
14,714
shares
|
$1.92 Million
1.84% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,681
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
14,519
shares
|
$1.89 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,481
shares
|
$1.89 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
14,444
shares
|
$1.88 Million
0.05% of portfolio
|
Q1 2025
Added 65.3%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
14,343
shares
|
$1.87 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
14,310
shares
|
$1.86 Million
0.38% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
14,202
shares
|
$1.85 Million
0.78% of portfolio
|
Q1 2022
Reduced 1.74%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
14,164
shares
|
$1.85 Million
0.22% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
14,110
shares
|
$1.84 Million
0.34% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
14,089
shares
|
$1.84 Million
0.36% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
14,059
shares
|
$1.83 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
13,956
shares
|
$1.82 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
13,942
shares
|
$1.82 Million
1.67% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
13,894
shares
|
$1.81 Million
0.26% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
13,880
shares
|
$1.81 Million
0.14% of portfolio
|
Q3 2024
Added 4984.25%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
13,865
shares
|
$1.81 Million
0.22% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
13,855
shares
|
$1.81 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
13,787
shares
|
$1.8 Million
0.15% of portfolio
|
Q1 2023
Added 0.01%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
13,734
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.0%
|