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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
18,177
shares
|
$2.39 Million
0.07% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,105
shares
|
$2.38 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
17,926
shares
|
$2.36 Million
0.73% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
17,657
shares
|
$2.32 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
17,532
shares
|
$2.31 Million
1.14% of portfolio
|
Q3 2024
Added 41.14%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
17,517
shares
|
$2.3 Million
1.51% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
17,515
shares
|
$2.3 Million
0.31% of portfolio
|
Q3 2024
Added 278.87%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
17,476
shares
|
$2.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
17,448
shares
|
$2.29 Million
0.13% of portfolio
|
Q3 2024
Added 173.52%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
17,397
shares
|
$2.29 Million
0.06% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
17,276
shares
|
$2.27 Million
0.58% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
17,153
shares
|
$2.26 Million
0.64% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,107
shares
|
$2.25 Million
0.05% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
17,098
shares
|
$2.25 Million
0.98% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
17,078
shares
|
$2.25 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
17,055
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
16,875
shares
|
$2.22 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
16,835
shares
|
$2.21 Million
0.15% of portfolio
|
Q4 2021
Reduced 4.54%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
16,762
shares
|
$2.2 Million
0.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
16,714
shares
|
$2.2 Million
0.07% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
16,672
shares
|
$2.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
16,664
shares
|
$2.19 Million
1.04% of portfolio
|
Q4 2023
Added 840.94%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
16,635
shares
|
$2.19 Million
0.74% of portfolio
|
Q3 2024
Added 74.55%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
16,635
shares
|
$2.19 Million
0.14% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
16,588
shares
|
$2.18 Million
0.13% of portfolio
|
Q3 2024
Added 39.9%
|