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 1,514 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 $40.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
6,582
shares
|
$881,988
0.1% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
6,579
shares
|
$881,586
0.07% of portfolio
|
Q4 2024
Added 36.66%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
6,567
shares
|
$879,978
0.42% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
6,548
shares
|
$877,432
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
6,529
shares
|
$874,886
0.18% of portfolio
|
Q3 2024
Added 17.09%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
6,508
shares
|
$872,072
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
6,415
shares
|
$859,610
0.07% of portfolio
|
Q4 2024
Added 230.16%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
6,393
shares
|
$856,662
0.27% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
6,389
shares
|
$856,126
0.53% of portfolio
|
Q4 2022
Added 2.32%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
6,375
shares
|
$854,250
0.36% of portfolio
|
Q4 2024
Added 44.39%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
6,327
shares
|
$847,818
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,311
shares
|
$845,674
0.04% of portfolio
|
Q4 2024
Reduced 14.61%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
6,293
shares
|
$843,262
0.23% of portfolio
|
Q3 2024
Added 79.9%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
6,277
shares
|
$841,118
0.05% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
6,276
shares
|
$840,984
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
6,275
shares
|
$840,850
0.2% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
6,268
shares
|
$839,912
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
6,262
shares
|
$839,108
0.02% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
6,243
shares
|
$836,562
0.03% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
6,239
shares
|
$836,026
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
6,231
shares
|
$834,954
0.13% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,212
shares
|
$832,408
0.07% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
6,202
shares
|
$831,068
0.02% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
6,202
shares
|
$831,068
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
6,188
shares
|
$829,192
0.05% of portfolio
|
Q4 2024
Reduced 5.0%
|