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 |
|---|---|---|---|---|---|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
969,396
shares
|
$140 Million
21.28% of portfolio
|
Q4 2023
Closed
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
963,792
shares
|
$139 Million
6.57% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
921,408
shares
|
$133 Million
0.12% of portfolio
|
Q2 2025
Reduced 33.68%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
887,611
shares
|
$128 Million
2.29% of portfolio
|
Q4 2022
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
878,592
shares
|
$126 Million
5.56% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
864,811
shares
|
$125 Million
11.31% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
816,665
shares
|
$118 Million
13.01% of portfolio
|
Q2 2025
Added 55.43%
|
|
|
Rock Creek Group, LP
|
Aug 12, 2025 Q2 2025 |
775,465
shares
|
$112 Million
12.33% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
748,331
shares
|
$108 Million
7.55% of portfolio
|
Q2 2025
Reduced 39.04%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
727,134
shares
|
$105 Million
2.24% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
718,201
shares
|
$103 Million
6.49% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
711,669
shares
|
$102 Million
14.27% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
697,565
shares
|
$100 Million
0.17% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Independent Order Of Foresters
Toronto, A6 |
Aug 01, 2025 Q2 2025 |
672,744
shares
|
$96.9 Million
58.29% of portfolio
|
Q4 2024
Added 22.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
660,503
shares
|
$95.1 Million
2.04% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
641,429
shares
|
$92.3 Million
10.31% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,617
shares
|
$91.7 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
623,880
shares
|
$89.8 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
605,036
shares
|
$87.1 Million
0.78% of portfolio
|
Q2 2025
Added 352.17%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
582,276
shares
|
$83.8 Million
3.24% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
532,145
shares
|
$76.6 Million
0.05% of portfolio
|
Q2 2025
Added 37.67%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
525,606
shares
|
$75.7 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
520,520
shares
|
$74.9 Million
0.11% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
515,976
shares
|
$74.3 Million
5.76% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
514,838
shares
|
$74.1 Million
0.2% of portfolio
|
Q2 2025
Added 3.49%
|