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 |
|---|---|---|---|---|---|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
58,711
shares
|
$7.72 Million
0.18% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
58,243
shares
|
$7.66 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
58,179
shares
|
$7.65 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
58,073
shares
|
$7.64 Million
0.02% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
58,060
shares
|
$7.63 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
58,024
shares
|
$7.63 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
57,841
shares
|
$7.61 Million
2.15% of portfolio
|
Q1 2023
Added 2.82%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
57,280
shares
|
$7.53 Million
0.69% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
57,257
shares
|
$7.53 Million
0.22% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
57,034
shares
|
$7.5 Million
5.05% of portfolio
|
Q3 2024
Reduced 36.04%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
56,872
shares
|
$7.48 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
56,186
shares
|
$7.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.64%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
55,756
shares
|
$7.33 Million
0.18% of portfolio
|
Q3 2024
Added 102.05%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
55,279
shares
|
$7.27 Million
1.34% of portfolio
|
Q3 2024
Added 20.21%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
54,669
shares
|
$7.19 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
54,312
shares
|
$7.14 Million
3.59% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
54,194
shares
|
$7.13 Million
0.44% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
54,185
shares
|
$7.13 Million
0.13% of portfolio
|
Q3 2024
Reduced 33.9%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
52,622
shares
|
$6.92 Million
0.62% of portfolio
|
Q4 2023
Added 13.08%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
52,429
shares
|
$6.89 Million
1.39% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
52,040
shares
|
$6.84 Million
3.83% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
51,943
shares
|
$6.83 Million
0.67% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
51,792
shares
|
$6.81 Million
2.71% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
51,738
shares
|
$6.8 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
51,354
shares
|
$6.75 Million
2.86% of portfolio
|
Q4 2022
New holding
|