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 1,514 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 $40.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
55,827
shares
|
$7.48 Million
7.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
55,499
shares
|
$7.44 Million
4.5% of portfolio
|
Q4 2024
Added 43.14%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
55,480
shares
|
$7.43 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
55,384
shares
|
$7.42 Million
1.34% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
55,355
shares
|
$7.42 Million
1.56% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
54,782
shares
|
$7.34 Million
0.16% of portfolio
|
Q4 2024
Added 22.61%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
54,194
shares
|
$7.26 Million
0.46% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
53,741
shares
|
$7.2 Million
5.19% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
53,646
shares
|
$7.19 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
53,429
shares
|
$7.16 Million
3.03% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
53,177
shares
|
$7.13 Million
3.73% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
53,045
shares
|
$7.11 Million
1.49% of portfolio
|
Q4 2024
Reduced 22.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
52,800
shares
|
$7.08 Million
0.06% of portfolio
|
Q4 2024
Added 153.59%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
52,622
shares
|
$7.05 Million
0.62% of portfolio
|
Q4 2023
Added 13.08%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
52,473
shares
|
$7.03 Million
2.81% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
51,738
shares
|
$6.93 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
51,636
shares
|
$6.92 Million
3.87% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
51,354
shares
|
$6.88 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
51,130
shares
|
$6.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
50,976
shares
|
$6.83 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
50,745
shares
|
$6.8 Million
1.37% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
50,587
shares
|
$6.78 Million
0.26% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
50,035
shares
|
$6.7 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
49,473
shares
|
$6.63 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
49,430
shares
|
$6.62 Million
0.13% of portfolio
|
Q4 2024
Added 0.0%
|