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 $39.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
107,481
shares
|
$14.1 Million
10.02% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
106,086
shares
|
$14 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
105,368
shares
|
$13.9 Million
6.06% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
104,243
shares
|
$13.7 Million
0.04% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
102,579
shares
|
$13.5 Million
2.92% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
101,633
shares
|
$13.4 Million
1.37% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
101,103
shares
|
$13.3 Million
8.0% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
97,902
shares
|
$12.9 Million
1.92% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
94,026
shares
|
$12.4 Million
0.13% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
93,586
shares
|
$12.3 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
93,062
shares
|
$12.2 Million
0.4% of portfolio
|
Q2 2024
Reduced 12.85%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
92,435
shares
|
$12.2 Million
0.11% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
91,563
shares
|
$12 Million
6.72% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
91,446
shares
|
$12 Million
0.22% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
89,997
shares
|
$11.8 Million
1.88% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
89,965
shares
|
$11.8 Million
0.69% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
89,430
shares
|
$11.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
88,598
shares
|
$11.7 Million
2.51% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
88,382
shares
|
$11.6 Million
1.89% of portfolio
|
Q3 2024
Added 27.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
88,082
shares
|
$11.6 Million
0.16% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
87,084
shares
|
$11.5 Million
3.69% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
86,882
shares
|
$11.4 Million
1.73% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
85,950
shares
|
$11.3 Million
0.29% of portfolio
|
Q2 2020
Reduced 0.18%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,907
shares
|
$11.3 Million
0.97% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
85,689
shares
|
$11.3 Million
3.76% of portfolio
|
Q3 2024
Added 9.95%
|