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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
271,738
shares
|
$33 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
266,670
shares
|
$32.4 Million
23.63% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
264,970
shares
|
$32.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 18.57%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
264,423
shares
|
$32.1 Million
1.9% of portfolio
|
Q3 2022
Reduced 3.38%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
262,311
shares
|
$31.8 Million
17.46% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
255,356
shares
|
$31 Million
15.61% of portfolio
|
Q4 2024
Added 19.46%
|
|
|
Alaska Permanent Capital Management
|
Jan 29, 2025 Q4 2024 |
245,626
shares
|
$29.8 Million
2.59% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
236,901
shares
|
$28.8 Million
1.54% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
229,812
shares
|
$27.9 Million
5.16% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
227,044
shares
|
$27.6 Million
0.33% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
226,412
shares
|
$27.5 Million
1.94% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
226,358
shares
|
$27.5 Million
8.16% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
222,529
shares
|
$27 Million
0.56% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
221,720
shares
|
$26.9 Million
1.22% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
221,436
shares
|
$26.9 Million
8.5% of portfolio
|
Q4 2022
Added 4.87%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
220,064
shares
|
$26.7 Million
0.13% of portfolio
|
Q2 2023
Reduced 3.72%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
217,606
shares
|
$26.4 Million
0.31% of portfolio
|
Q3 2023
Reduced 1.24%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
215,845
shares
|
$26.2 Million
3.79% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
215,351
shares
|
$26.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
214,358
shares
|
$26 Million
16.67% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
213,403
shares
|
$25.9 Million
3.56% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
211,372
shares
|
$25.7 Million
4.34% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Monashee Investment Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
211,260
shares
|
$25.6 Million
4.04% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
210,612
shares
|
$25.6 Million
5.28% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
204,712
shares
|
$24.8 Million
2.89% of portfolio
|
Q4 2024
Added 2.08%
|