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 $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
7,174
shares
|
$932,691
0.07% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
7,113
shares
|
$924,761
0.21% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
7,081
shares
|
$920,600
0.06% of portfolio
|
Q1 2024
Reduced 29.49%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
7,013
shares
|
$911,760
0.35% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
6,941
shares
|
$902,399
0.04% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
6,914
shares
|
$898,889
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
6,851
shares
|
$890,698
0.11% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
6,848
shares
|
$890,308
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
6,813
shares
|
$885,758
0.09% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
6,747
shares
|
$877,177
0.11% of portfolio
|
Q4 2023
Added 5.06%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
6,676
shares
|
$867,946
0.12% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
6,644
shares
|
$863,786
0.03% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
6,639
shares
|
$863,136
0.14% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
6,630
shares
|
$861,966
0.07% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
6,617
shares
|
$860,276
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
6,604
shares
|
$858,586
0.13% of portfolio
|
Q3 2024
Added 245.76%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
6,567
shares
|
$853,775
0.36% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
6,552
shares
|
$851,825
0.3% of portfolio
|
Q3 2024
Reduced 40.1%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
6,544
shares
|
$850,785
0.0% of portfolio
|
Q2 2024
Added 7.61%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
6,529
shares
|
$848,835
0.18% of portfolio
|
Q3 2024
Added 17.09%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
6,521
shares
|
$847,795
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,514
shares
|
$846,885
0.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
6,489
shares
|
$843,634
0.03% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
6,484
shares
|
$842,984
0.34% of portfolio
|
Q3 2024
Added 75.24%
|
|
|
Yale University
New Haven, CT |
Nov 14, 2024 Q3 2024 |
6,464
shares
|
$840,384
33.5% of portfolio
|
Q4 2023
Reduced 1.52%
|