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 1,575 institutions that hold shares in the stock, with a total of 320 Million shares, which have been reported (via 13F filing form) to have a value of $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
143,545
shares
|
$18.4 Million
1.49% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
142,622
shares
|
$18.3 Million
11.9% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
142,103
shares
|
$18.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
141,150
shares
|
$18.1 Million
15.14% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
140,894
shares
|
$18.1 Million
1.73% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
139,783
shares
|
$17.9 Million
1.4% of portfolio
|
Q3 2022
Added 126.18%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
138,800
shares
|
$17.8 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.71%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
135,770
shares
|
$17.4 Million
9.41% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
134,925
shares
|
$17.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
134,190
shares
|
$17.2 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
133,267
shares
|
$17.1 Million
1.7% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
132,244
shares
|
$17 Million
0.07% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
131,555
shares
|
$16.9 Million
3.99% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
131,410
shares
|
$16.9 Million
1.21% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
131,287
shares
|
$16.9 Million
9.52% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
131,004
shares
|
$16.8 Million
6.06% of portfolio
|
Q1 2025
Reduced 28.2%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
130,132
shares
|
$16.7 Million
3.8% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
129,562
shares
|
$16.6 Million
1.75% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
128,245
shares
|
$16.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
124,960
shares
|
$16 Million
2.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
124,946
shares
|
$16 Million
1.21% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
123,619
shares
|
$15.9 Million
0.19% of portfolio
|
Q1 2025
Added 98.46%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
122,478
shares
|
$15.7 Million
2.82% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
120,555
shares
|
$15.5 Million
0.27% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
120,021
shares
|
$15.4 Million
0.11% of portfolio
|
Q1 2025
Added 12.19%
|