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 1,575 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 $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
961,484
shares
|
$123 Million
0.99% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
960,247
shares
|
$123 Million
8.75% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
903,204
shares
|
$116 Million
16.03% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
887,611
shares
|
$114 Million
2.29% of portfolio
|
Q4 2022
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
878,402
shares
|
$113 Million
34.33% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Claar Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
863,399
shares
|
$111 Million
36.01% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
815,720
shares
|
$105 Million
11.95% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
756,965
shares
|
$97.2 Million
13.5% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
752,437
shares
|
$96.6 Million
2.4% of portfolio
|
Q1 2025
Added 63.77%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
738,789
shares
|
$94.9 Million
4.8% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
705,476
shares
|
$90.6 Million
13.79% of portfolio
|
Q1 2025
Reduced 15.17%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
682,543
shares
|
$87.6 Million
6.17% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Independent Order Of Foresters
Toronto, A6 |
May 08, 2025 Q1 2025 |
672,744
shares
|
$86.4 Million
58.27% of portfolio
|
Q4 2024
Added 22.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
658,265
shares
|
$84.5 Million
0.27% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
650,425
shares
|
$83.5 Million
1.95% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
643,165
shares
|
$82.6 Million
10.42% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,617
shares
|
$81.7 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
626,430
shares
|
$80.4 Million
0.16% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
590,786
shares
|
$75.9 Million
5.61% of portfolio
|
Q1 2025
Reduced 48.97%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
559,071
shares
|
$71.8 Million
0.95% of portfolio
|
Q4 2022
Reduced 3.46%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
549,408
shares
|
$70.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
542,678
shares
|
$69.7 Million
0.11% of portfolio
|
Q1 2025
Added 104.81%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
528,525
shares
|
$67.9 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
527,685
shares
|
$67.8 Million
3.36% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
525,408
shares
|
$67.5 Million
8.34% of portfolio
|
Q1 2025
New holding
|