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 |
|---|---|---|---|---|---|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
2,367
shares
|
$311,260
0.13% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,366
shares
|
$311,129
0.01% of portfolio
|
Q3 2023
Reduced 1.09%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
2,363
shares
|
$310,734
0.02% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
2,348
shares
|
$308,762
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
2,345
shares
|
$308,367
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
2,329
shares
|
$306,263
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
2,327
shares
|
$306,000
0.09% of portfolio
|
Q3 2023
Reduced 7.88%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
2,320
shares
|
$305,080
0.05% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,310
shares
|
$303,765
0.1% of portfolio
|
Q4 2023
Reduced 7.97%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,307
shares
|
$303,370
0.19% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
2,300
shares
|
$302,450
0.16% of portfolio
|
Q2 2023
Reduced 34.29%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,300
shares
|
$302,450
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
2,292
shares
|
$301,398
0.02% of portfolio
|
Q1 2024
Reduced 12.98%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
2,290
shares
|
$301,135
0.03% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
2,278
shares
|
$299,557
0.23% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,277
shares
|
$299,425
0.01% of portfolio
|
Q3 2024
Reduced 26.22%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
2,267
shares
|
$298,110
0.08% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,258
shares
|
$296,927
0.02% of portfolio
|
Q1 2024
Reduced 55.57%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
2,251
shares
|
$296,006
0.03% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
2,244
shares
|
$295,086
0.02% of portfolio
|
Q3 2024
Added 15.97%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,242
shares
|
$294,823
0.0% of portfolio
|
Q3 2024
Reduced 39.62%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
2,236
shares
|
$294,034
0.02% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
2,228
shares
|
$292,982
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
2,225
shares
|
$292,587
0.25% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
2,220
shares
|
$291,930
0.07% of portfolio
|
Q2 2024
New holding
|