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 |
|---|---|---|---|---|---|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
28,017
shares
|
$3.68 Million
2.2% of portfolio
|
Q3 2023
Added 15.38%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
27,951
shares
|
$3.68 Million
1.86% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
27,949
shares
|
$3.68 Million
0.42% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
27,452
shares
|
$3.61 Million
1.87% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
27,131
shares
|
$3.57 Million
2.9% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
26,762
shares
|
$3.52 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
26,429
shares
|
$3.48 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
26,411
shares
|
$3.47 Million
2.08% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
26,350
shares
|
$3.47 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
26,342
shares
|
$3.46 Million
0.82% of portfolio
|
Q3 2024
Added 777.77%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
26,107
shares
|
$3.43 Million
0.16% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
26,015
shares
|
$3.42 Million
0.07% of portfolio
|
Q3 2024
Reduced 38.31%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
25,759
shares
|
$3.39 Million
0.32% of portfolio
|
Q3 2024
Added 19.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
25,640
shares
|
$3.37 Million
0.54% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
25,613
shares
|
$3.37 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
25,489
shares
|
$3.35 Million
0.08% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
25,160
shares
|
$3.31 Million
0.13% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
25,151
shares
|
$3.31 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
25,115
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
24,973
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
24,899
shares
|
$3.27 Million
0.52% of portfolio
|
Q2 2024
Reduced 11.64%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
24,800
shares
|
$3.26 Million
2.33% of portfolio
|
Q4 2022
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,626
shares
|
$3.24 Million
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
24,383
shares
|
$3.21 Million
1.85% of portfolio
|
Q3 2024
Added 177.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
24,266
shares
|
$3.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.02%
|