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 |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
140,750
shares
|
$17.1 Million
4.65% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
140,006
shares
|
$17 Million
0.04% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
139,915
shares
|
$17 Million
9.65% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
139,783
shares
|
$17 Million
1.4% of portfolio
|
Q3 2022
Added 126.18%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
138,800
shares
|
$16.8 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
137,590
shares
|
$16.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 60.08%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
136,174
shares
|
$16.5 Million
1.96% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
135,568
shares
|
$16.5 Million
1.28% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
134,698
shares
|
$16.4 Million
1.95% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
133,456
shares
|
$16.2 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
132,051
shares
|
$16 Million
9.64% of portfolio
|
Q4 2024
Added 44.22%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
131,212
shares
|
$15.9 Million
0.07% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
131,198
shares
|
$15.9 Million
0.36% of portfolio
|
Q4 2024
Reduced 87.69%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
130,918
shares
|
$15.9 Million
4.6% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
130,436
shares
|
$15.8 Million
8.61% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
128,600
shares
|
$15.6 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
126,645
shares
|
$15.4 Million
4.57% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
124,598
shares
|
$15.1 Million
3.8% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
124,215
shares
|
$15.1 Million
7.23% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
123,997
shares
|
$15.1 Million
2.05% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
122,524
shares
|
$14.9 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
122,478
shares
|
$14.9 Million
2.82% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
120,868
shares
|
$14.7 Million
1.63% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
119,523
shares
|
$14.5 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
115,589
shares
|
$14 Million
0.14% of portfolio
|
Q4 2024
Added 0.86%
|