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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
506,309
shares
|
$66.6 Million
0.27% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
501,409
shares
|
$65.9 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
472,395
shares
|
$62.1 Million
12.27% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
463,863
shares
|
$61 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
463,060
shares
|
$60.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
458,876
shares
|
$60.3 Million
0.17% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
456,349
shares
|
$60 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
451,205
shares
|
$59.3 Million
21.85% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 12, 2024 Q3 2024 |
446,574
shares
|
$58.7 Million
38.08% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
445,153
shares
|
$58.5 Million
0.56% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
426,448
shares
|
$56.1 Million
13.93% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
416,100
shares
|
$54.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
406,089
shares
|
$53.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
398,812
shares
|
$52.4 Million
1.18% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
396,556
shares
|
$52.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 23.22%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
396,313
shares
|
$52.1 Million
0.32% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Louis Dreyfus Family Office LLC
Wilton, CT |
Nov 10, 2022 Q3 2022 |
386,848
shares
|
$50.9 Million
47.57% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
378,614
shares
|
$49.8 Million
0.94% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
375,393
shares
|
$49.4 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
|
$48.7 Million
0.1% of portfolio
|
Q3 2023
Reduced 7.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
370,041
shares
|
$48.7 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
367,110
shares
|
$48.3 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
363,427
shares
|
$47.8 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
363,421
shares
|
$47.8 Million
9.04% of portfolio
|
Q3 2024
Added 25.48%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
359,945
shares
|
$47.3 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.75%
|