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 1,541 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 $37.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,882,670
shares
|
$233 Million
7.68% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
1,805,861
shares
|
$223 Million
26.67% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,708,089
shares
|
$211 Million
1.27% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,647,343
shares
|
$204 Million
0.28% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,594,252
shares
|
$197 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
1,555,823
shares
|
$192 Million
2.98% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,497,019
shares
|
$185 Million
19.8% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,453,610
shares
|
$180 Million
17.12% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,449,625
shares
|
$179 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
1,384,562
shares
|
$171 Million
11.65% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,363,559
shares
|
$169 Million
0.01% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,317,577
shares
|
$163 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
1,296,810
shares
|
$160 Million
5.0% of portfolio
|
Q4 2024
Added 3574.62%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
1,186,788
shares
|
$147 Million
27.02% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
1,157,812
shares
|
$143 Million
10.15% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
1,121,517
shares
|
$139 Million
8.18% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,115,921
shares
|
$138 Million
0.25% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,051,013
shares
|
$130 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,041,554
shares
|
$129 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
1,011,009
shares
|
$125 Million
2.71% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
988,839
shares
|
$122 Million
8.12% of portfolio
|
Q4 2024
Added 43.6%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
984,394
shares
|
$122 Million
24.94% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
969,396
shares
|
$120 Million
21.28% of portfolio
|
Q4 2023
Closed
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
953,699
shares
|
$118 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Rock Creek Group, LP
|
Feb 12, 2025 Q4 2024 |
932,892
shares
|
$115 Million
10.24% of portfolio
|
Q4 2024
Reduced 14.98%
|