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 |
|---|---|---|---|---|---|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
146,884
shares
|
$21.1 Million
2.23% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
145,685
shares
|
$21 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
145,459
shares
|
$20.9 Million
8.71% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
144,878
shares
|
$20.9 Million
0.11% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
142,622
shares
|
$20.5 Million
11.9% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
141,794
shares
|
$20.4 Million
1.34% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
140,604
shares
|
$20.2 Million
4.12% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
139,783
shares
|
$20.1 Million
1.4% of portfolio
|
Q3 2022
Added 126.18%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
139,250
shares
|
$20 Million
15.17% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
138,800
shares
|
$20 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
137,826
shares
|
$19.8 Million
0.49% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
137,416
shares
|
$19.8 Million
3.09% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
135,855
shares
|
$19.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
134,503
shares
|
$19.4 Million
0.07% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
134,039
shares
|
$19.3 Million
1.11% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
133,906
shares
|
$19.3 Million
1.78% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
132,197
shares
|
$19 Million
1.82% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
130,007
shares
|
$18.7 Million
0.62% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
129,315
shares
|
$18.6 Million
2.21% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
128,620
shares
|
$18.5 Million
5.78% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
127,698
shares
|
$18.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
127,341
shares
|
$18.3 Million
1.92% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
126,249
shares
|
$18.2 Million
1.35% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
124,946
shares
|
$18 Million
1.21% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
122,478
shares
|
$17.6 Million
2.82% of portfolio
|
Q3 2024
Reduced 0.16%
|