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 1,636 institutions that hold shares in the stock, with a total of 325 Million shares, which have been reported (via 13F filing form) to have a value of $46.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
511,164
shares
|
$73.6 Million
9.27% of portfolio
|
Q2 2025
Reduced 32.47%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
495,913
shares
|
$71.4 Million
0.19% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
487,385
shares
|
$70.2 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
483,793
shares
|
$69.7 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
483,444
shares
|
$69.6 Million
0.05% of portfolio
|
Q2 2025
Added 44663.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
471,707
shares
|
$67.9 Million
0.11% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
464,493
shares
|
$66.9 Million
2.56% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
456,348
shares
|
$65.7 Million
10.15% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
453,892
shares
|
$65.3 Million
0.6% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
444,556
shares
|
$64 Million
21.76% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
443,310
shares
|
$63.8 Million
0.04% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
442,766
shares
|
$63.7 Million
21.58% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
431,434
shares
|
$62.1 Million
16.46% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
418,567
shares
|
$60.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
410,275
shares
|
$59.1 Million
1.03% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Louis Dreyfus Family Office LLC
Wilton, CT |
Nov 10, 2022 Q3 2022 |
386,848
shares
|
$55.7 Million
47.57% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
385,694
shares
|
$55.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
382,024
shares
|
$55 Million
3.34% of portfolio
|
Q2 2025
Reduced 35.34%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
375,393
shares
|
$54 Million
0.83% of portfolio
|
Q3 2022
Added 60.31%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
374,121
shares
|
$53.9 Million
9.19% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
371,676
shares
|
$53.5 Million
1.14% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
370,257
shares
|
$53.3 Million
0.1% of portfolio
|
Q3 2023
Reduced 7.61%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
364,809
shares
|
$52.5 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
363,986
shares
|
$52.4 Million
1.25% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
363,558
shares
|
$52.3 Million
29.17% of portfolio
|
Q1 2025
Added 3.0%
|