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iShares Core S&P Total U.S. Stock Market ETF (ITOT) Institutional Ownership

iShares Core S&P Total U.S. Stock Market ETF logo
$130.17 +0.12 (+0.09%)
(As of 11/20/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT)

Number of
Institutional Buyers
(last 12 months)
146
Total
Institutional Inflows
(last 12 months)
$405.91M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$277.25M
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ITOT Institutional Buying and Selling by Quarter

iShares Core S&P Total U.S. Stock Market ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Westside Investment Management Inc.13,583$1.71M0.4%+1.2%0.003%
11/18/2024 TD Private Client Wealth LLC13,885$1.74M0.1%+59.0%0.003%
11/18/2024 Virtue Capital Management LLC19,125$2.40M0.5%-18.5%0.004%
11/18/2024 Sunbelt Securities Inc.37,495$4.71M0.5%+16.2%0.008%
11/15/2024 Continuum Advisory LLC4,542$593K0.1%+68.3%0.001%
11/15/2024 IHT Wealth Management LLC20,836$2.62M0.1%+4.1%0.004%
11/15/2024 Integrated Wealth Concepts LLC226,085$28.40M0.3%+0.7%0.048%
11/15/2024 Aureus Asset Management LLC3,323$417K0.0%-10.0%0.001%
11/15/2024 FSA Wealth Management LLC1,486$187K0.1%N/A0.000%
11/14/2024 Captrust Financial Advisors273,147$34.31M0.1%-5.6%0.058%
11/13/2024 Private Trust Co. NA31,581$3.97M0.4%-0.5%0.007%
11/12/2024 Icon Wealth Advisors LLC273$34K0.0%-98.0%0.000%
11/9/2024 Tradewinds LLC.2,706$340K0.1%+24.0%0.001%
11/8/2024 First Horizon Advisors Inc.8,787$1.10M0.0%+4.2%0.002%
11/8/2024 Avior Wealth Management LLC25,160$3.16M0.1%-23.2%0.005%
11/8/2024 SouthState Corp847$106K0.0%-12.2%0.000%
11/7/2024 MAI Capital Management92,435$11.61M0.1%+0.4%0.020%
11/6/2024 Mill Creek Capital Advisors LLC6,617$831K0.0%N/A0.001%
11/6/2024 NYL Investors LLC35,894$4.51M0.3%+2.3%0.008%
11/6/2024 King Wealth Management Group97,902$12.30M1.9%-2.0%0.021%
11/6/2024 Diversified Portfolios Inc.27,949$3.51M0.4%+11.2%0.006%
11/6/2024 OLD Second National Bank of Aurora2,117$266K0.1%+9.4%0.000%
11/6/2024 University of Maryland Foundation Inc.323,381$40.62M28.8%N/A0.069%
11/5/2024 Prime Capital Investment Advisors LLC1,558,260$195.75M2.8%-2.1%0.331%
11/5/2024 Nations Financial Group Inc. IA ADV43,924$5.52M0.4%+0.5%0.009%
11/4/2024 Jaffetilchin Investment Partners LLC668,034$83.92M6.3%-1.7%0.142%
11/1/2024 Essex Savings Bank13,998$1.76M0.4%-14.1%0.003%
11/1/2024 Hollencrest Capital Management54,669$6.87M0.3%-1.0%0.012%
11/1/2024 First National Bank & Trust Co. of Newtown19,930$2.50M0.5%-3.9%0.004%
11/1/2024 Vista Capital Partners Inc.3,029$380K0.0%-23.0%0.001%
10/31/2024 Montecito Bank & Trust30,407$3.82M0.7%-3.8%0.006%
10/31/2024 Graypoint LLC7,701$967K0.1%+37.5%0.002%
10/31/2024 Forte Capital LLC ADV2,447$307K0.0%+4.3%0.001%
10/30/2024 Crescent Grove Advisors LLC101,633$12.77M1.3%-5.7%0.022%
10/30/2024 Crestwood Advisors Group LLC378,614$47.56M0.9%+2.1%0.080%
10/29/2024 Confluence Wealth Services Inc.2,565$322K0.0%-16.8%0.001%
10/29/2024 Janney Montgomery Scott LLC104,243$13.10M0.0%+1.0%0.022%
10/29/2024 Arlington Trust Co LLC3,395$426K0.1%+13.5%0.001%
10/29/2024 Farther Finance Advisors LLC36,349$4.57M0.2%+3.5%0.008%
10/28/2024 Creative Financial Designs Inc. ADV2,111$265K0.0%-8.1%0.000%
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10/28/2024 Norris Perne & French LLP MI4,170$524K0.0%-75.6%0.001%
10/28/2024 Cigna Investments Inc. New259,012$32.54M5.7%-2.8%0.055%
10/28/2024 Rosenberg Matthew Hamilton15,391$1.93M0.5%+3.7%0.003%
10/25/2024 Voisard Asset Management Group Inc.6,484$815K0.3%+75.2%0.001%
10/25/2024 Your Advocates Ltd. LLP775$97K0.0%-12.4%0.000%
10/25/2024 Strategic Blueprint LLC10,565$1.33M0.1%+155.4%0.002%
10/25/2024 Farmers & Merchants Investments Inc.16,714$2.10M0.1%+2.5%0.004%
10/25/2024 True Link Financial Advisors LLC915,630$115.02M9.8%+6.6%0.194%
10/24/2024 Salomon & Ludwin LLC5,210$654K0.1%+11.2%0.001%
10/24/2024 West Bancorporation Inc.4,280$538K0.4%+2.4%0.001%
10/24/2024 Financial Management Professionals Inc.58,024$7.29M0.9%-1.7%0.012%
10/24/2024 Bay Harbor Wealth Management LLC900$113K0.0%N/A0.000%
10/24/2024 Arkadios Wealth Advisors8,696$1.09M0.1%+60.0%0.002%
10/23/2024 Klaas Financial Asset Advisors LLC1,196,227$150.27M26.0%+0.9%0.254%
10/23/2024 Bogart Wealth LLC12,631$1.59M0.1%+11.0%0.003%
10/22/2024 Greenleaf Trust114,607$14.40M0.1%-2.7%0.024%
10/22/2024 Eastern Bank718$90K0.0%N/A0.000%
10/21/2024 Vicus Capital6,630$833K0.1%-16.9%0.001%
10/21/2024 RFP Financial Group LLC23,623$2.97M1.0%+1.6%0.005%
10/21/2024 Ledyard National Bank2,052$258K0.0%N/A0.000%
10/21/2024 Whittier Trust Co. of Nevada Inc.6,149$772K0.0%+11.6%0.001%
10/21/2024 Whittier Trust Co.2,947$370K0.0%-24.4%0.001%
10/19/2024Penn Davis Mcfarland Inc.3,000$377K0.0%N/A0.001%
10/18/2024 Ferguson Wellman Capital Management Inc.42,433$5.33M0.1%-4.0%0.009%
10/18/2024Bartlett & CO. Wealth Management LLC7,213$906K0.0%-3.4%0.002%
10/16/2024 Indiana Trust & Investment Management Co2,758$346K0.1%+2,257.3%0.001%
10/16/2024 Regent Peak Wealth Advisors LLC102,579$12.89M2.9%-2.6%0.022%
10/16/2024 Gleason Group Inc.152,596$19.17M3.5%+1.5%0.032%
10/16/2024 Tsfg LLC46,134$5.80M1.3%+1.7%0.010%
10/16/2024 MN Wealth Advisors LLC8,538$1.07M0.6%-5.0%0.002%
10/16/2024 Lynch & Associates IN56,872$7.14M1.5%-1.4%0.012%
10/15/2024 Zhang Financial LLC667,769$83.89M5.3%-2.9%0.142%
10/15/2024 NBC Securities Inc.2,457$308K0.0%-5.3%0.001%
10/11/2024 Fifth Third Securities Inc.57,280$7.20M0.7%-13.5%0.012%
10/11/2024 Grove Bank & Trust59,426$7.47M1.1%+0.2%0.013%
10/11/2024 Fiduciary Alliance LLC21,447$2.69M0.4%+2.9%0.005%
10/11/2024 ORG Partners LLC88,382$11.10M1.8%+28.0%0.019%
10/10/2024 Valeo Financial Advisors LLC17,397$2.19M0.1%+2.9%0.004%
10/9/2024 Pinnacle Bancorp Inc.1,271$160K0.0%+16.9%0.000%
10/9/2024 Planned Solutions Inc.146,775$18.44M7.4%+1.8%0.031%
10/8/2024 Evensky & Katz LLC1,328,368$166.87M10.9%+5.3%0.282%
10/8/2024 Sugarloaf Wealth Management LLC10,037$1.26M0.2%+1.2%0.002%
10/8/2024 ETF Portfolio Partners Inc.71,790$9.02M2.7%-33.9%0.015%
10/7/2024 GAMMA Investing LLC2,423$304K0.0%+73.1%0.001%
10/5/2024 Cullen Investment Group LTD.4,957$623K0.1%+2.4%0.001%
10/5/2024 Harbor Investment Advisory LLC5,962$749K0.1%+2.7%0.001%
10/4/2024 Regency Capital Management Inc. DE24,383$3.06M1.7%+177.0%0.005%
10/3/2024 Canandaigua National Bank & Trust Co.38,491$4.84M0.5%N/A0.008%
10/3/2024 VERITY Wealth Advisors4,618$580K0.4%-5.0%0.001%
10/2/2024 Lowe Wealth Advisors LLC281$35K0.0%+63.4%0.000%
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8/30/2024 Strategic Investment Solutions Inc. IL265$32K0.0%N/A0.000%
8/21/2024 Regency Capital Management Inc. DE8,801$1.05M0.7%-20.0%0.002%
8/16/2024 Sunbelt Securities Inc.32,256$3.83M0.4%+3.1%0.007%
8/16/2024 Nemes Rush Group LLC6,704$796K0.1%+34.8%0.001%
8/16/2024 Magnolia Capital Advisors LLC913,899$108.55M3.8%N/A0.194%
8/14/2024 Clear Point Advisors Inc.5,378$639K0.5%-7.2%0.001%
8/14/2024 Certified Advisory Corp1,759$209K0.0%N/A0.000%
8/14/2024 EverSource Wealth Advisors LLC1,509$183K0.0%-39.6%0.000%
8/13/2024 Kayne Anderson Rudnick Investment Management LLC2,631$313K0.0%-36.7%0.001%
8/13/2024 Legacy Financial Advisors Inc.220,361$26.18M4.7%-1.4%0.047%
(Data available from 1/1/2016 forward)

ITOT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ITOT shares?

During the previous two years, 282 institutional investors and hedge funds held shares of iShares Core S&P Total U.S. Stock Market ETF. The most heavily invested institutionals were Parallel Advisors LLC ($314.97M), Sentinel Trust Co. LBA ($203.03M), Prime Capital Investment Advisors LLC ($195.75M), Ameriprise Financial Inc. ($179.62M), Evensky & Katz LLC ($166.87M), TD Capital Management LLC ($164.11M), and Rock Creek Group LP ($159.25M).Learn more on ITOT's institutional investors.

Which institutional investors have been buying iShares Core S&P Total U.S. Stock Market ETF stock?

Of the 225 institutional investors that purchased iShares Core S&P Total U.S. Stock Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Magnolia Capital Advisors LLC ($913.90K), Allstate Investment Management Co. ($887.61K), Rock Creek Group LP ($721.26K), American Trust ($705.94K), JPMorgan Chase & Co. ($690.53K), Evensky & Katz LLC ($664.92K), and True Link Financial Advisors LLC ($552.61K).

How much institutional buying is happening at iShares Core S&P Total U.S. Stock Market ETF?

Institutional investors have bought a total of 9,596,341 shares in the last 24 months. This purchase volume represents approximately $949.56M in transactions.

Which iShares Core S&P Total U.S. Stock Market ETF major shareholders have been selling company stock?

Of the 166 institutional investors that sold iShares Core S&P Total U.S. Stock Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SVB Wealth LLC ($3.74M), Parallel Advisors LLC ($758.78K), Allstate Corp ($732.51K), American Trust ($703.04K), Legacy Financial Advisors Inc. ($412.24K), Sentinel Trust Co. LBA ($266.70K), and Evensky & Katz LLC ($232.88K).

How much institutional selling is happening at iShares Core S&P Total U.S. Stock Market ETF?

Institutional investors have sold a total of 8,956,504 shares in the last 24 months. This volume of shares sold represents approximately $882.61M in transactions.


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This page (NYSEARCA:ITOT) was last updated on 11/21/2024 by MarketBeat.com Staff
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