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 1,640 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 $47.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
2,390
shares
|
$348,270
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,381
shares
|
$346,959
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
2,376
shares
|
$346,230
0.01% of portfolio
|
Q1 2024
Reduced 13.54%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,366
shares
|
$344,773
0.01% of portfolio
|
Q3 2023
Reduced 1.09%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,365
shares
|
$344,627
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
2,350
shares
|
$342,442
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
2,345
shares
|
$341,713
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
2,342
shares
|
$341,276
0.12% of portfolio
|
Q1 2025
Added 27.42%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
2,329
shares
|
$339,381
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,310
shares
|
$336,613
0.1% of portfolio
|
Q4 2023
Reduced 7.97%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
2,300
shares
|
$335,156
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
2,278
shares
|
$331,950
0.25% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
2,267
shares
|
$330,347
0.11% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,266
shares
|
$330,201
0.03% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,258
shares
|
$329,035
0.02% of portfolio
|
Q1 2024
Reduced 55.57%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,256
shares
|
$328,744
0.11% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,251
shares
|
$328,015
0.0% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
2,250
shares
|
$327,870
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,234
shares
|
$325,538
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,228
shares
|
$324,664
0.07% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
2,227
shares
|
$324,518
0.08% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
2,225
shares
|
$324,227
0.05% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
2,220
shares
|
$323,498
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
2,217
shares
|
$323,061
0.08% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,211
shares
|
$322,186
0.03% of portfolio
|
Q2 2025
Added 22.7%
|