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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
15,011
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
14,974
shares
|
$2.16 Million
0.49% of portfolio
|
Q2 2025
Added 286.43%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
14,945
shares
|
$2.15 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
14,941
shares
|
$2.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
14,919
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2022
Added 271.21%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
14,908
shares
|
$2.15 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
14,756
shares
|
$2.12 Million
0.06% of portfolio
|
Q2 2025
Added 33.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
14,735
shares
|
$2.12 Million
0.05% of portfolio
|
Q2 2025
Added 21.59%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
14,732
shares
|
$2.12 Million
0.29% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
14,519
shares
|
$2.09 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,481
shares
|
$2.08 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
14,477
shares
|
$2.08 Million
0.12% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
14,355
shares
|
$2.07 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
14,326
shares
|
$2.06 Million
0.37% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
14,313
shares
|
$2.06 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
14,297
shares
|
$2.06 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
14,202
shares
|
$2.04 Million
0.78% of portfolio
|
Q1 2022
Reduced 1.74%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
14,164
shares
|
$2.04 Million
0.22% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
13,942
shares
|
$2.01 Million
1.67% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,880
shares
|
$2 Million
0.14% of portfolio
|
Q3 2024
Added 4984.25%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
13,866
shares
|
$2 Million
0.22% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
13,808
shares
|
$1.99 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
13,787
shares
|
$1.98 Million
0.15% of portfolio
|
Q1 2023
Added 0.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
13,688
shares
|
$1.97 Million
0.1% of portfolio
|
Q2 2025
Added 117.34%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
13,671
shares
|
$1.97 Million
0.86% of portfolio
|
Q2 2022
Reduced 82.59%
|