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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
365,241
shares
|
$46.9 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
363,558
shares
|
$46.7 Million
29.17% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
360,053
shares
|
$46.2 Million
1.52% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
351,485
shares
|
$45.1 Million
0.47% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
347,323
shares
|
$44.6 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
345,598
shares
|
$44.4 Million
2.19% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
342,231
shares
|
$43.9 Million
6.96% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
336,637
shares
|
$43.2 Million
0.89% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
335,828
shares
|
$43.1 Million
1.53% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
329,848
shares
|
$42.4 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
328,483
shares
|
$42.2 Million
9.24% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
326,596
shares
|
$41.9 Million
9.91% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
325,589
shares
|
$41.8 Million
8.13% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
323,947
shares
|
$41.6 Million
1.95% of portfolio
|
Q1 2025
Added 36.74%
|
|
|
University Of Maryland Foundation, Inc.
|
May 01, 2025 Q1 2025 |
323,381
shares
|
$41.5 Million
25.18% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
322,665
shares
|
$41.4 Million
0.39% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
322,077
shares
|
$41.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
320,803
shares
|
$41.2 Million
0.22% of portfolio
|
Q1 2025
Added 133.16%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
319,991
shares
|
$41.1 Million
7.89% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
315,039
shares
|
$40.5 Million
1.08% of portfolio
|
Q3 2022
Added 5.65%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
307,233
shares
|
$39.5 Million
22.67% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
291,649
shares
|
$37.5 Million
18.07% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
288,935
shares
|
$37.1 Million
10.41% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
279,591
shares
|
$35.9 Million
0.09% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
278,004
shares
|
$35.7 Million
6.54% of portfolio
|
Q1 2025
Added 0.03%
|