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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
361,135
shares
|
$52 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
355,895
shares
|
$51.2 Million
2.3% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
350,866
shares
|
$50.5 Million
9.17% of portfolio
|
Q2 2025
Added 73.34%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
346,144
shares
|
$49.8 Million
2.11% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
344,890
shares
|
$49.7 Million
7.18% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
337,836
shares
|
$48.6 Million
0.21% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
336,843
shares
|
$48.5 Million
1.52% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
332,873
shares
|
$47.9 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
331,639
shares
|
$47.7 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
329,441
shares
|
$47.4 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Oikos Holdings LLC
|
Jul 31, 2024 Q2 2024 |
328,483
shares
|
$47.3 Million
9.24% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
327,410
shares
|
$47.1 Million
8.19% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
326,596
shares
|
$47 Million
9.91% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
325,839
shares
|
$46.9 Million
22.39% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
315,039
shares
|
$45.4 Million
1.08% of portfolio
|
Q3 2022
Added 5.65%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
314,450
shares
|
$45.3 Million
7.8% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
310,565
shares
|
$44.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
295,956
shares
|
$42.6 Million
0.32% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
292,247
shares
|
$42.1 Million
17.42% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
289,201
shares
|
$41.6 Million
11.41% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
283,483
shares
|
$40.8 Million
0.09% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
282,286
shares
|
$40.6 Million
17.36% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
277,018
shares
|
$39.9 Million
14.97% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
276,648
shares
|
$39.8 Million
6.72% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
276,498
shares
|
$39.8 Million
14.94% of portfolio
|
Q3 2023
Added 4.29%
|