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 1,377 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 $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
197,212
shares
|
$25.6 Million
0.17% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
195,509
shares
|
$25.4 Million
0.5% of portfolio
|
Q2 2024
Added 16.87%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
194,258
shares
|
$25.3 Million
0.48% of portfolio
|
Q3 2024
Added 137.07%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
193,244
shares
|
$25.1 Million
0.08% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
188,995
shares
|
$24.6 Million
7.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
188,716
shares
|
$24.5 Million
3.49% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
187,971
shares
|
$24.4 Million
6.17% of portfolio
|
Q2 2022
Reduced 2.83%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
187,546
shares
|
$24.4 Million
21.24% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
187,087
shares
|
$24.3 Million
5.41% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
185,146
shares
|
$24.1 Million
8.11% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
185,010
shares
|
$24.1 Million
19.5% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
183,769
shares
|
$23.9 Million
7.71% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
182,163
shares
|
$23.7 Million
3.47% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
180,111
shares
|
$23.4 Million
13.84% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
179,075
shares
|
$23.3 Million
9.21% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
179,063
shares
|
$23.3 Million
14.22% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
178,005
shares
|
$23.1 Million
5.37% of portfolio
|
Q2 2024
Added 30.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
173,545
shares
|
$22.6 Million
0.25% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
171,298
shares
|
$22.3 Million
0.0% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
170,731
shares
|
$22.2 Million
16.46% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
170,438
shares
|
$22.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
167,653
shares
|
$21.8 Million
1.3% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
167,406
shares
|
$21.8 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
167,242
shares
|
$21.7 Million
8.45% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
166,676
shares
|
$21.7 Million
0.55% of portfolio
|
Q3 2024
Added 146.93%
|