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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
$131.47 +1.22 (+0.94%)
As of 01/17/2025 04:10 PM Eastern
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)
142
Total
Institutional Inflows
(last 12 months)
$370.74M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$280.49M
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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
1/17/2025 Avior Wealth Management LLC49,040$6.31M0.2%+94.9%0.010%
1/17/2025 Janney Montgomery Scott LLC106,132$13.65M0.0%+1.8%0.023%
1/17/2025 GoalVest Advisory LLC530$68K0.0%-13.1%0.000%
1/17/2025 Finley Financial LLC11,375$1.48M0.8%N/A0.002%
1/17/2025 Planned Solutions Inc.148,154$19.06M7.7%+0.9%0.031%
1/16/2025 Zhang Financial LLC664,668$85.49M4.9%-0.5%0.141%
1/16/2025 Penn Davis Mcfarland Inc.2,500$322K0.0%-16.7%0.001%
1/16/2025 True Link Financial Advisors LLC929,548$119.56M10.0%+1.5%0.197%
1/16/2025 Cadinha & Co. LLC2,731$351K0.1%-5.0%0.001%
1/15/2025 Arkadios Wealth Advisors10,939$1.41M0.1%+25.8%0.002%
1/15/2025 Capital Planning LLC49,473$6.36M1.7%-1.7%0.011%
1/14/2025 Essex Savings Bank15,410$1.98M0.5%+10.1%0.003%
1/14/2025 Roble Belko & Company Inc62,016$7.98M1.3%-0.9%0.013%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.707$91K0.0%+111.0%0.000%
1/14/2025 Rosenberg Matthew Hamilton14,542$1.87M0.5%-5.5%0.003%
1/13/2025 Gleason Group Inc.152,080$19.56M3.4%-0.3%0.032%
1/13/2025 AdvisorNet Financial Inc20,618$2.65M0.2%-6.3%0.004%
1/13/2025 First Financial Corp IN573$74K0.0%N/A0.000%
1/13/2025 Tsfg LLC46,034$5.92M1.2%-0.2%0.010%
1/13/2025 Trust Co. of Toledo NA OH2,727$351K0.0%+16.1%0.001%
1/13/2025 Fiduciary Alliance LLC22,405$2.88M0.3%+4.5%0.005%
1/10/2025 Graypoint LLC8,311$1.07M0.1%+7.9%0.002%
1/10/2025 Lynch & Associates IN55,355$7.12M1.5%-2.7%0.012%
1/10/2025 Sugarloaf Wealth Management LLC9,813$1.26M0.2%-2.2%0.002%
1/10/2025 Praetorian Wealth Management Inc.1,920$247K0.1%N/A0.000%
1/10/2025 ORG Partners LLC89,269$11.48M1.6%+1.0%0.019%
1/7/2025 Regent Peak Wealth Advisors LLC100,462$12.92M2.9%-2.1%0.021%
1/6/2025 Canandaigua National Trust Co of Florida3,856$496K0.4%N/A0.001%
1/3/2025 GAMMA Investing LLC3,954$509K0.0%+63.2%0.001%
12/26/2024JPMorgan Chase & Co.1,303,265$163.72M0.0%-1.3%0.277%
12/11/20241ST Source Bank2,243$282K0.0%-36.4%0.000%
11/20/2024 Westside Investment Management Inc.13,583$1.71M0.4%+1.2%0.003%
11/18/2024TD Private Client Wealth LLC13,885$1.74M0.1%+59.0%0.003%
11/18/2024Virtue Capital Management LLC19,125$2.40M0.5%-18.5%0.004%
11/18/2024Sunbelt Securities Inc.37,495$4.71M0.5%+16.2%0.008%
11/15/2024Continuum Advisory LLC4,542$593K0.1%+68.3%0.001%
11/15/2024IHT Wealth Management LLC20,836$2.62M0.1%+4.1%0.004%
11/15/2024Integrated Wealth Concepts LLC226,085$28.40M0.3%+0.7%0.048%
11/15/2024Aureus Asset Management LLC3,323$417K0.0%-10.0%0.001%
11/15/2024FSA Wealth Management LLC1,486$187K0.1%N/A0.000%
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11/14/2024Captrust Financial Advisors273,147$34.31M0.1%-5.6%0.058%
11/13/2024Private Trust Co. NA31,581$3.97M0.4%-0.5%0.007%
11/12/2024Icon Wealth Advisors LLC273$34K0.0%-98.0%0.000%
11/9/2024Tradewinds LLC.2,706$340K0.1%+24.0%0.001%
11/8/2024First 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%
11/8/2024SouthState Corp847$106K0.0%-12.2%0.000%
11/7/2024MAI Capital Management92,435$11.61M0.1%+0.4%0.020%
11/6/2024Mill Creek Capital Advisors LLC6,617$831K0.0%N/A0.001%
11/6/2024NYL Investors LLC35,894$4.51M0.3%+2.3%0.008%
11/6/2024King Wealth Management Group97,902$12.30M1.9%-2.0%0.021%
11/6/2024Diversified Portfolios Inc.27,949$3.51M0.4%+11.2%0.006%
11/6/2024OLD Second National Bank of Aurora2,117$266K0.1%+9.4%0.000%
11/6/2024University of Maryland Foundation Inc.323,381$40.62M28.8%N/A0.069%
11/5/2024Prime Capital Investment Advisors LLC1,558,260$195.75M2.8%-2.1%0.331%
11/5/2024Nations Financial Group Inc. IA ADV43,924$5.52M0.4%+0.5%0.009%
11/4/2024Jaffetilchin 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%
11/1/2024Hollencrest Capital Management54,669$6.87M0.3%-1.0%0.012%
11/1/2024First National Bank & Trust Co. of Newtown19,930$2.50M0.5%-3.9%0.004%
11/1/2024Vista Capital Partners Inc.3,029$380K0.0%-23.0%0.001%
10/31/2024Montecito Bank & Trust30,407$3.82M0.7%-3.8%0.006%
10/31/2024 Graypoint LLC7,701$967K0.1%+37.5%0.002%
10/31/2024Forte Capital LLC ADV2,447$307K0.0%+4.3%0.001%
10/30/2024Crescent Grove Advisors LLC101,633$12.77M1.3%-5.7%0.022%
10/30/2024Crestwood Advisors Group LLC378,614$47.56M0.9%+2.1%0.080%
10/29/2024Confluence 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%
10/29/2024Arlington Trust Co LLC3,395$426K0.1%+13.5%0.001%
10/29/2024Farther Finance Advisors LLC36,349$4.57M0.2%+3.5%0.008%
10/28/2024Creative Financial Designs Inc. ADV2,111$265K0.0%-8.1%0.000%
10/28/2024Norris Perne & French LLP MI4,170$524K0.0%-75.6%0.001%
10/28/2024Cigna 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%
10/25/2024Voisard Asset Management Group Inc.6,484$815K0.3%+75.2%0.001%
10/25/2024Your Advocates Ltd. LLP775$97K0.0%-12.4%0.000%
10/25/2024Strategic Blueprint LLC10,565$1.33M0.1%+155.4%0.002%
10/25/2024Farmers & 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%
10/24/2024Salomon & Ludwin LLC5,210$654K0.1%+11.2%0.001%
10/24/2024West 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%
10/24/2024Bay Harbor Wealth Management LLC900$113K0.0%N/A0.000%
10/24/2024 Arkadios Wealth Advisors8,696$1.09M0.1%+60.0%0.002%
10/23/2024Klaas Financial Asset Advisors LLC1,196,227$150.27M26.0%+0.9%0.254%
10/23/2024Bogart Wealth LLC12,631$1.59M0.1%+11.0%0.003%
10/22/2024Greenleaf Trust114,607$14.40M0.1%-2.7%0.024%
10/22/2024 Eastern Bank718$90K0.0%N/A0.000%
10/21/2024Vicus Capital6,630$833K0.1%-16.9%0.001%
10/21/2024RFP Financial Group LLC23,623$2.97M1.0%+1.6%0.005%
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10/21/2024Ledyard National Bank2,052$258K0.0%N/A0.000%
10/21/2024Whittier Trust Co. of Nevada Inc.6,149$772K0.0%+11.6%0.001%
10/21/2024Whittier Trust Co.2,947$370K0.0%-24.4%0.001%
10/19/2024 Penn Davis Mcfarland Inc.3,000$377K0.0%N/A0.001%
10/18/2024Ferguson Wellman Capital Management Inc.42,433$5.33M0.1%-4.0%0.009%
10/18/2024 Bartlett & CO. Wealth Management LLC7,213$906K0.0%-3.4%0.002%
10/16/2024Indiana 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%
(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, 277 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 JPMorgan Chase & Co. ($163.72M).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 ($595.42K), and True Link Financial Advisors LLC ($566.53K).

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

Institutional investors have bought a total of 9,465,024 shares in the last 24 months. This purchase volume represents approximately $941.44M in transactions.

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

Of the 164 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 8,961,716 shares in the last 24 months. This volume of shares sold represents approximately $884.36M in transactions.


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This page (NYSEARCA:ITOT) was last updated on 1/20/2025 by MarketBeat.com Staff
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