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 1,378 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 $40.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
45,326
shares
|
$6 Million
0.27% of portfolio
|
Q2 2022
Reduced 3.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
44,680
shares
|
$5.92 Million
0.14% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
44,181
shares
|
$5.85 Million
0.11% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
44,004
shares
|
$5.83 Million
0.88% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
43,952
shares
|
$5.82 Million
2.14% of portfolio
|
Q2 2024
Reduced 14.19%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
43,924
shares
|
$5.82 Million
0.41% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
43,437
shares
|
$5.75 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
43,220
shares
|
$5.72 Million
0.23% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
42,911
shares
|
$5.68 Million
3.36% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
42,645
shares
|
$5.65 Million
0.45% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
42,630
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2024
Added 323.76%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
42,443
shares
|
$5.62 Million
2.76% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
41,946
shares
|
$5.56 Million
1.55% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
41,767
shares
|
$5.53 Million
0.05% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
41,736
shares
|
$5.53 Million
2.06% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
40,996
shares
|
$5.43 Million
0.89% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
40,305
shares
|
$5.34 Million
2.44% of portfolio
|
Q3 2024
Reduced 42.45%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
40,050
shares
|
$5.3 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
39,988
shares
|
$5.3 Million
0.51% of portfolio
|
Q3 2022
Reduced 67.34%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
39,407
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
39,310
shares
|
$5.21 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,241
shares
|
$5.2 Million
0.15% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
38,772
shares
|
$5.13 Million
3.43% of portfolio
|
Q1 2024
Added 7.53%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
38,491
shares
|
$5.1 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
38,352
shares
|
$5.08 Million
1.04% of portfolio
|
Q3 2024
Reduced 7.92%
|