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 |
|---|---|---|---|---|---|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
4,001
shares
|
$529,892
0.16% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,964
shares
|
$524,992
0.03% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,937
shares
|
$521,416
0.06% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,919
shares
|
$519,032
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
3,901
shares
|
$516,648
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
3,900
shares
|
$516,516
0.03% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
3,878
shares
|
$513,602
0.07% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
3,835
shares
|
$507,907
0.06% of portfolio
|
Q3 2024
Added 98.7%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,825
shares
|
$506,583
0.17% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
3,821
shares
|
$506,053
0.25% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
3,803
shares
|
$503,669
0.17% of portfolio
|
Q3 2021
Reduced 2.76%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
3,788
shares
|
$501,682
0.17% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
3,776
shares
|
$500,093
0.29% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
3,766
shares
|
$498,769
0.06% of portfolio
|
Q3 2024
Added 15.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,761
shares
|
$498,106
0.05% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,739
shares
|
$495,193
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,718
shares
|
$492,411
0.0% of portfolio
|
Q3 2024
Reduced 36.03%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
3,707
shares
|
$490,955
0.19% of portfolio
|
Q3 2024
Reduced 46.91%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
3,701
shares
|
$490,160
0.31% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
3,698
shares
|
$489,763
0.14% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
3,695
shares
|
$489,365
0.08% of portfolio
|
Q4 2021
Reduced 23.1%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
3,672
shares
|
$486,319
0.05% of portfolio
|
Q3 2024
Added 98.17%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
3,672
shares
|
$486,319
0.1% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,671
shares
|
$486,187
0.2% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
3,661
shares
|
$484,862
0.04% of portfolio
|
Q2 2024
Reduced 1.13%
|