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 1,545 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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,882
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2024
Reduced 84.12%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
12,793
shares
|
$1.55 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
12,774
shares
|
$1.55 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
12,723
shares
|
$1.54 Million
0.46% of portfolio
|
Q2 2024
Added 25.87%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
12,631
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
12,576
shares
|
$1.53 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
12,547
shares
|
$1.52 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
12,497
shares
|
$1.52 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
12,490
shares
|
$1.52 Million
0.25% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
12,478
shares
|
$1.51 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
12,466
shares
|
$1.51 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
12,318
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
12,230
shares
|
$1.48 Million
0.23% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
12,121
shares
|
$1.47 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
12,024
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
Added 115.79%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
11,967
shares
|
$1.45 Million
0.84% of portfolio
|
Q3 2022
Reduced 2.09%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
11,835
shares
|
$1.44 Million
0.39% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,738
shares
|
$1.42 Million
0.45% of portfolio
|
Q4 2024
Reduced 16.07%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,709
shares
|
$1.42 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
11,700
shares
|
$1.42 Million
0.38% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
11,657
shares
|
$1.42 Million
0.51% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
11,544
shares
|
$1.4 Million
1.26% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
11,427
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
11,403
shares
|
$1.38 Million
0.37% of portfolio
|
Q1 2024
Reduced 48.19%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
11,378
shares
|
$1.38 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.35%
|