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 1,575 institutions that hold shares in the stock, with a total of 320 Million shares, which have been reported (via 13F filing form) to have a value of $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
515,976
shares
|
$66.3 Million
5.76% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
498,949
shares
|
$64.1 Million
0.1% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
497,484
shares
|
$63.9 Million
0.2% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
490,146
shares
|
$62.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
486,698
shares
|
$62.5 Million
3.41% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
482,572
shares
|
$62 Million
0.18% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
482,550
shares
|
$62 Million
0.02% of portfolio
|
Q1 2025
Reduced 99.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
465,567
shares
|
$59.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
462,849
shares
|
$59.4 Million
11.06% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
461,311
shares
|
$59.2 Million
22.72% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
453,892
shares
|
$58.3 Million
0.6% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
437,222
shares
|
$56.1 Million
14.93% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
May 14, 2025 Q1 2025 |
431,717
shares
|
$55.4 Million
34.64% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
429,475
shares
|
$55.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
425,637
shares
|
$54.7 Million
20.29% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
420,313
shares
|
$54 Million
0.04% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
409,798
shares
|
$52.6 Million
0.01% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
407,248
shares
|
$52.3 Million
0.98% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Louis Dreyfus Family Office LLC
Wilton, CT |
Nov 10, 2022 Q3 2022 |
386,848
shares
|
$49.7 Million
47.57% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
386,533
shares
|
$49.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 52.45%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
385,270
shares
|
$49.5 Million
1.18% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
378,650
shares
|
$48.6 Million
9.41% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
375,393
shares
|
$48.2 Million
0.83% of portfolio
|
Q3 2022
Added 60.31%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
370,257
shares
|
$47.5 Million
0.1% of portfolio
|
Q3 2023
Reduced 7.61%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
366,227
shares
|
$47 Million
1.12% of portfolio
|
Q1 2025
Added 1.52%
|