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 1,543 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 $36.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
357,980
shares
|
$43.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
357,122
shares
|
$43.4 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
354,402
shares
|
$43 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
352,983
shares
|
$42.8 Million
32.07% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
347,862
shares
|
$42.2 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
347,567
shares
|
$42.2 Million
7.29% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
338,435
shares
|
$41.1 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
332,544
shares
|
$40.4 Million
9.95% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
328,483
shares
|
$39.9 Million
9.24% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
327,741
shares
|
$39.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
325,902
shares
|
$39.6 Million
0.99% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
University Of Maryland Foundation, Inc.
|
Feb 05, 2025 Q4 2024 |
323,381
shares
|
$39.3 Million
23.35% of portfolio
|
Q3 2024
New holding
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
320,483
shares
|
$38.9 Million
8.97% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
315,039
shares
|
$38.2 Million
1.08% of portfolio
|
Q3 2022
Added 5.65%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
304,027
shares
|
$36.9 Million
19.59% of portfolio
|
Q4 2024
Reduced 57.23%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
296,688
shares
|
$36 Million
4.9% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
293,888
shares
|
$35.7 Million
8.12% of portfolio
|
Q4 2024
Added 36.86%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
292,976
shares
|
$35.6 Million
10.87% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
291,094
shares
|
$35.3 Million
3.47% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
278,718
shares
|
$33.8 Million
23.61% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
277,917
shares
|
$33.7 Million
7.33% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
276,498
shares
|
$33.6 Million
14.94% of portfolio
|
Q3 2023
Added 4.29%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
276,183
shares
|
$33.5 Million
1.19% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
275,859
shares
|
$33.5 Million
0.03% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
272,008
shares
|
$33 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.42%
|