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 1,300 institutions that hold shares in the stock, with a total of 293 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
507,515
shares
|
$58.7 Million
0.28% of portfolio
|
Q1 2024
Added 3.73%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
493,866
shares
|
$57.1 Million
0.64% of portfolio
|
Q1 2024
Added 46.94%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
482,115
shares
|
$55.7 Million
0.09% of portfolio
|
Q1 2024
Added 2.37%
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
May 15, 2024 Q1 2024 |
467,170
shares
|
$54 Million
41.07% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
465,603
shares
|
$53.8 Million
0.06% of portfolio
|
Q1 2024
Added 4.24%
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 16, 2024 Q1 2024 |
464,117
shares
|
$53.7 Million
5.59% of portfolio
|
Q1 2024
Added 0.43%
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
463,463
shares
|
$53.6 Million
1.2% of portfolio
|
Q1 2024
Added 20.53%
|
|
Jvl Associates LLC
|
Apr 08, 2024 Q1 2024 |
455,670
shares
|
$52.7 Million
21.65% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
446,363
shares
|
$51.6 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
True Private Wealth Advisors
|
Apr 25, 2024 Q1 2024 |
441,691
shares
|
$51.1 Million
5.94% of portfolio
|
Q1 2024
Added 4.8%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
422,368
shares
|
$48.8 Million
0.16% of portfolio
|
Q1 2024
Added 9.0%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 02, 2024 Q1 2024 |
418,723
shares
|
$48.4 Million
13.13% of portfolio
|
Q1 2024
Added 1.06%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
413,404
shares
|
$47.8 Million
1.22% of portfolio
|
Q1 2024
Reduced 28.99%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
412,186
shares
|
$47.7 Million
0.14% of portfolio
|
Q1 2024
Added 2.56%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
400,155
shares
|
$46.3 Million
0.54% of portfolio
|
Q1 2024
Added 2.49%
|
|
Louis Dreyfus Family Office LLC
Wilton, CT |
Nov 10, 2022 Q3 2022 |
386,848
shares
|
$44.7 Million
47.57% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
380,163
shares
|
$44 Million
1.16% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
375,393
shares
|
$43.4 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
|
$42.8 Million
0.1% of portfolio
|
Q3 2023
Reduced 7.61%
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
367,717
shares
|
$42.5 Million
1.33% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
360,844
shares
|
$41.7 Million
1.94% of portfolio
|
Q1 2024
Added 17.65%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
358,975
shares
|
$41.5 Million
0.29% of portfolio
|
Q1 2024
Added 1.92%
|
|
Truepoint, Inc.
|
May 09, 2024 Q1 2024 |
358,090
shares
|
$41.4 Million
1.19% of portfolio
|
Q1 2024
Added 1.65%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
351,204
shares
|
$40.6 Million
1.87% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
Crestwood Advisors Group LLC
|
May 08, 2024 Q1 2024 |
350,617
shares
|
$40.5 Million
0.9% of portfolio
|
Q1 2024
Reduced 2.29%
|