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 1,543 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 $36.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
929,548
shares
|
$113 Million
10.04% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
887,611
shares
|
$108 Million
2.29% of portfolio
|
Q4 2022
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
884,001
shares
|
$107 Million
35.98% of portfolio
|
Q4 2024
Added 878.9%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
868,106
shares
|
$105 Million
18.81% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
831,633
shares
|
$101 Million
17.14% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Claar Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
829,875
shares
|
$101 Million
34.67% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
815,056
shares
|
$98.9 Million
11.49% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
807,199
shares
|
$98 Million
0.12% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
784,299
shares
|
$95.2 Million
14.65% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
684,820
shares
|
$83.1 Million
6.52% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Independent Order Of Foresters
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
672,744
shares
|
$81.7 Million
58.26% of portfolio
|
Q4 2024
Added 22.4%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
664,668
shares
|
$80.7 Million
4.95% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
646,790
shares
|
$78.5 Million
2.04% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
646,449
shares
|
$78.5 Million
10.75% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,617
shares
|
$77.3 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
625,381
shares
|
$75.9 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
602,496
shares
|
$73.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 99.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
590,381
shares
|
$71.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
559,071
shares
|
$67.9 Million
0.95% of portfolio
|
Q4 2022
Reduced 3.46%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
557,906
shares
|
$67.7 Million
0.09% of portfolio
|
Q4 2024
Added 40.69%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
547,292
shares
|
$66.4 Million
4.26% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
531,212
shares
|
$64.5 Million
0.79% of portfolio
|
Q1 2024
Added 7.24%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
529,279
shares
|
$64.2 Million
3.49% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
515,976
shares
|
$62.6 Million
5.76% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
510,211
shares
|
$61.9 Million
0.27% of portfolio
|
Q4 2024
Added 0.77%
|