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 |
|---|---|---|---|---|---|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
502,555
shares
|
$62.1 Million
1.93% of portfolio
|
Q4 2024
Reduced 42.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
496,369
shares
|
$61.4 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
480,124
shares
|
$59.4 Million
0.18% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
478,104
shares
|
$59.1 Million
0.36% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
477,878
shares
|
$59.1 Million
0.1% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
470,908
shares
|
$58.2 Million
11.49% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
466,314
shares
|
$57.7 Million
0.12% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
459,460
shares
|
$56.8 Million
1.61% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
458,438
shares
|
$56.7 Million
22.35% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
448,251
shares
|
$55.4 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
442,095
shares
|
$54.7 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
437,907
shares
|
$54.1 Million
35.48% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
435,264
shares
|
$53.8 Million
15.66% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
417,101
shares
|
$51.6 Million
20.27% of portfolio
|
Q4 2024
Added 47.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
411,434
shares
|
$50.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
397,108
shares
|
$49.1 Million
0.99% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
394,871
shares
|
$48.8 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
393,603
shares
|
$48.7 Million
0.63% of portfolio
|
Q4 2024
Added 102.62%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
390,695
shares
|
$48.3 Million
0.29% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Louis Dreyfus Family Office LLC
Wilton, CT |
Nov 10, 2022 Q3 2022 |
386,848
shares
|
$47.8 Million
47.57% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
385,084
shares
|
$47.6 Million
0.01% of portfolio
|
Q4 2024
Added 125.94%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
375,393
shares
|
$46.4 Million
0.83% of portfolio
|
Q3 2022
Added 60.31%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
373,357
shares
|
$46.2 Million
9.77% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
370,257
shares
|
$45.8 Million
0.1% of portfolio
|
Q3 2023
Reduced 7.61%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
360,740
shares
|
$44.6 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.74%
|