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 1,377 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 $39.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
887,611
shares
|
$117 Million
2.29% of portfolio
|
Q4 2022
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
879,419
shares
|
$116 Million
37.62% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
875,843
shares
|
$115 Million
1.87% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
839,651
shares
|
$110 Million
16.03% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
833,466
shares
|
$110 Million
16.67% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Claar Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
829,875
shares
|
$109 Million
35.43% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
784,194
shares
|
$103 Million
11.93% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
710,862
shares
|
$93.5 Million
38.67% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
688,624
shares
|
$90.6 Million
6.46% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
684,074
shares
|
$90 Million
0.1% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
668,034
shares
|
$87.8 Million
6.46% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
667,769
shares
|
$87.8 Million
5.34% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
652,426
shares
|
$85.8 Million
10.61% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
648,006
shares
|
$85.2 Million
0.28% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,617
shares
|
$83.7 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
626,272
shares
|
$82.4 Million
0.18% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
624,811
shares
|
$82.2 Million
1.93% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
563,973
shares
|
$74.2 Million
4.52% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
559,071
shares
|
$73.5 Million
0.95% of portfolio
|
Q4 2022
Reduced 3.46%
|
|
|
Independent Order Of Foresters
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
549,619
shares
|
$72.3 Million
39.86% of portfolio
|
Q2 2024
Added 2.61%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
545,592
shares
|
$71.7 Million
0.27% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
532,821
shares
|
$70.1 Million
3.25% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
531,212
shares
|
$69.9 Million
0.8% of portfolio
|
Q1 2024
Added 7.24%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
526,910
shares
|
$69.3 Million
5.69% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
508,049
shares
|
$66.8 Million
0.23% of portfolio
|
Q3 2024
Added 1.29%
|