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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
$131.36 -2.53 (-1.89%)
As of 02/21/2025 04:10 PM Eastern

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)
165
Total
Institutional Inflows
(last 12 months)
$544.93M
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$258.87M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.36,303$4.69M0.4%-3.2%0.008%
2/18/2025 Fourth Dimension Wealth LLC265$34K0.0%N/A0.000%
2/18/2025 Continuum Advisory LLC2,832$364K0.0%-37.6%0.001%
2/17/2025 Yale University6,164$793K97.3%-4.6%0.001%
2/17/2025 Tolleson Wealth Management Inc.277,917$35.75M7.3%-3.2%0.059%
2/17/2025 Sentinus LLC3,279$422K0.1%-87.6%0.001%
2/17/2025 Evensky & Katz LLC1,384,562$178.08M11.7%+4.2%0.294%
2/17/2025 Fairview Capital Investment Management LLC50,035$6.44M0.3%-1.8%0.011%
2/17/2025 Colonial Trust Co SC2,433$313K0.0%+16.2%0.001%
2/17/2025 BOKF NA23,662$3.02M0.1%+134.9%0.005%
2/17/2025 Captrust Financial Advisors272,008$34.99M0.1%-0.4%0.058%
2/17/2025 Baird Financial Group Inc.148,463$19.10M0.0%+6.4%0.032%
2/17/2025 BIP Wealth LLC15,528$2.00M0.1%-1.3%0.003%
2/17/2025 Ameriprise Financial Inc.2,034,601$261.70M0.1%+6.4%0.432%
2/14/2025 Headland Capital LLC2,620$337K0.1%N/A0.001%
2/14/2025 Tudor Investment Corp ET AL18,175$2.34M0.0%-77.8%0.004%
2/14/2025 Stonebridge Capital Advisors LLC1,596$205K0.0%N/A0.000%
2/14/2025 Integrated Wealth Concepts LLC196,216$25.24M0.3%-13.2%0.042%
2/14/2025 IHT Wealth Management LLC19,261$2.48M0.1%-7.6%0.004%
2/14/2025 Alexis Investment Partners LLC578$74K0.0%N/A0.000%
2/13/2025 Foster Dykema Cabot & Partners LLC716$92K0.0%+100.6%0.000%
2/13/2025 Greenwood Gearhart Inc.79,803$10.26M0.7%N/A0.017%
2/13/2025 Operose Advisors LLC698$90K0.0%-12.4%0.000%
2/13/2025 United Capital Financial Advisors LLC202,999$26.11M0.2%-3.5%0.043%
2/13/2025 Keystone Financial Group35,330$4.54M0.4%N/A0.008%
2/13/2025 Jaffetilchin Investment Partners LLC684,820$88.08M6.4%+2.5%0.145%
2/13/2025 Legacy Financial Advisors Inc.210,612$27.09M4.5%-2.6%0.045%
2/13/2025 Bessemer Group Inc.28,274$3.64M0.0%-1.3%0.006%
2/13/2025 Rollins Financial Advisors LLC87,915$11.31M1.8%-2.3%0.019%
2/13/2025 Russell Investments Group Ltd.554$71K0.0%+575.6%0.000%
2/13/2025 Hurley Capital LLC424$55K0.0%N/A0.000%
2/12/2025 Climber Capital SA34,332$4.42M3.4%N/A0.007%
2/12/2025 Disciplina Capital Management LLC868,106$111.66M18.8%-3.6%0.184%
2/12/2025 Nemes Rush Group LLC7,814$1.01M0.1%+76.4%0.002%
2/12/2025 Summit Financial LLC98,756$12.70M0.4%+26.3%0.021%
2/12/2025 Rock Creek Group LP932,892$120.38M10.2%-15.0%0.198%
2/12/2025 Prime Capital Investment Advisors LLC1,555,823$200.11M2.9%-0.2%0.330%
2/12/2025 Allstate Corp1,296,810$166.80M4.9%+3,574.6%0.275%
2/12/2025 JPMorgan Chase & Co.1,363,559$175.38M0.0%+4.6%0.289%
2/12/2025 Independent Order of Foresters672,744$86.53M58.3%+22.4%0.143%
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2/12/2025 Wells Financial Advisors INC320$41K0.1%N/A0.000%
2/12/2025 Heritage Wealth Advisors529,279$68.08M3.4%-0.7%0.112%
2/11/2025 TIAA Trust National Association23,662$3.04M0.0%-0.8%0.005%
2/11/2025 Millstone Evans Group LLC869$112K0.1%N/A0.000%
2/11/2025 TD Private Client Wealth LLC16,477$2.12M0.1%+18.7%0.003%
2/11/2025 Lee Danner & Bass Inc.700$90K0.0%N/A0.000%
2/11/2025 Whittier Trust Co.3,061$394K0.0%+3.9%0.001%
2/11/2025 OLD Point Trust & Financial Services N A250$32K0.0%N/A0.000%
2/10/2025 Curio Wealth LLC366$47K0.0%N/A0.000%
2/10/2025 Parallel Advisors LLC2,571,020$330.69M7.4%-1.6%0.546%
2/10/2025 SouthState Corp751$97K0.0%-11.3%0.000%
2/10/2025 Creative Financial Designs Inc. ADV1,938$249K0.0%-8.2%0.000%
2/10/2025 Eldridge Investment Advisors Inc.332,544$42.77M9.9%+13.7%0.071%
2/10/2025 King Wealth Management Group97,739$12.57M1.8%-0.2%0.021%
2/10/2025 IAG Wealth Partners LLC363$47K0.0%-24.2%0.000%
2/10/2025 Wintrust Investments LLC395$50K0.0%+62.6%0.000%
2/10/2025 Farther Finance Advisors LLC38,535$4.96M0.2%+6.0%0.008%
2/10/2025 Hollencrest Capital Management53,646$6.90M0.3%-1.9%0.011%
2/10/2025 EverSource Wealth Advisors LLC965$124K0.0%-36.1%0.000%
2/7/2025 VERITY Wealth Advisors4,412$567K0.4%-4.5%0.001%
2/7/2025 Davis R M Inc.6,202$798K0.0%+17.0%0.001%
2/6/2025 Cullen Frost Bankers Inc.1,612$207K0.0%-49.1%0.000%
2/6/2025 Vantage Financial Partners LLC435,264$55.98M14.0%+2.1%0.092%
2/6/2025 Synergy Investment Management LLC508$65K0.0%N/A0.000%
2/6/2025 Schechter Investment Advisors LLC9,279$1.19M0.1%-19.7%0.002%
2/6/2025 Jones Financial Companies Lllp275,859$35.48M0.0%+34.8%0.059%
2/5/2025 BlueStem Wealth Partners LLC13,313$1.71M0.2%N/A0.003%
2/5/2025 Noble Wealth Management PBC227$29K0.0%N/A0.000%
2/5/2025 Fisher Asset Management LLC2,183$281K0.0%N/A0.000%
2/5/2025 WR Wealth Planners LLC280$36K0.0%-80.1%0.000%
2/5/2025 SVB Wealth LLC78,372$10.08M0.2%N/A0.017%
2/5/2025 Private Trust Co. NA27,617$3.55M0.4%-12.6%0.006%
2/5/2025 Hilltop Partners LLC4,768$613K0.2%+2.8%0.001%
2/5/2025 Sentinel Trust Co. LBA1,805,861$232.27M26.7%-1.6%0.383%
2/5/2025 Cable Hill Partners LLC13,944$1.79M0.2%N/A0.003%
2/5/2025 Magnolia Private Wealth LLC17,459$2.25M1.3%N/A0.004%
2/4/2025 MorganRosel Wealth Management LLC68,100$8.76M2.9%+1.6%0.014%
2/4/2025 Bank of New York Mellon Corp178,252$22.93M0.0%+11.7%0.038%
2/4/2025 Mengis Capital Management Inc.3,286$423K0.1%-4.1%0.001%
2/4/2025 BankPlus Trust Department272$35K0.0%N/A0.000%
2/4/2025 Edge Capital Group LLC7,501$965K0.1%-2.1%0.002%
2/4/2025 Crestwood Advisors Group LLC397,108$51.08M1.0%+4.9%0.084%
2/3/2025 First Horizon Advisors Inc.4,544$584K0.0%-48.3%0.001%
2/3/2025 Transcend Capital Advisors LLC7,252$933K0.1%-4.6%0.002%
2/3/2025 Centricity Wealth Management LLC6,202$798K0.7%N/A0.001%
2/3/2025 Forte Capital LLC ADV3,346$430K0.0%+36.7%0.001%
2/3/2025 Vista Capital Partners Inc.3,529$454K0.1%+16.5%0.001%
1/31/2025 Bank of Jackson Hole Trust195$25K0.0%N/A0.000%
1/31/2025 Davidson Investment Advisors48,281$6.21M0.3%+1.4%0.010%
1/31/2025 Morton Brown Family Wealth LLC1,755$226K0.1%+43,775.0%0.000%
Here’s how you could profit from Elon’s NVIDIA partnership (Ad)

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1/31/2025 Partners Capital Investment Group LLP502,555$64.64M1.8%-42.6%0.107%
1/30/2025 NYL Investors LLC37,594$4.84M0.4%+4.7%0.008%
1/30/2025 MN Wealth Advisors LLC8,185$1.05M0.6%-4.1%0.002%
1/30/2025 Nations Financial Group Inc. IA ADV45,977$5.91M0.4%+4.7%0.010%
1/30/2025 Valeo Financial Advisors LLC14,611$1.88M0.0%-16.0%0.003%
1/29/2025 Diversified Portfolios Inc.32,373$4.16M0.5%+15.8%0.007%
1/29/2025 Cigna Investments Inc. New229,812$29.56M5.2%-11.3%0.049%
1/29/2025 Core Alternative Capital1,150$148K0.0%-8.0%0.000%
1/29/2025 Comprehensive Financial Planning Inc. PA3,691$475K0.4%N/A0.001%
1/29/2025 Ferguson Wellman Capital Management Inc.43,964$5.66M0.1%-0.5%0.009%
(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, 299 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 ($330.69M), Ameriprise Financial Inc. ($261.70M), Sentinel Trust Co. LBA ($232.27M), Prime Capital Investment Advisors LLC ($200.11M), Evensky & Katz LLC ($178.08M), JPMorgan Chase & Co. ($175.38M), and Allstate Corp ($166.80M).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 248 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: Allstate Corp ($1.35M), Magnolia Capital Advisors LLC ($913.90K), Rock Creek Group LP ($721.26K), Evensky & Katz LLC ($651.62K), True Link Financial Advisors LLC ($523.98K), Prime Capital Investment Advisors LLC ($364.73K), and Partners Capital Investment Group LLP ($339.07K).

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

Institutional investors have bought a total of 9,004,457 shares in the last 24 months. This purchase volume represents approximately $999.06M in transactions.

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

Of the 169 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 ($3.71M), Allstate Corp ($732.51K), American Trust ($703.04K), Parallel Advisors LLC ($630.58K), Legacy Financial Advisors Inc. ($416.98K), Partners Capital Investment Group LLP ($373.29K), and Rock Creek Group LP ($252.50K).

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

Institutional investors have sold a total of 9,261,395 shares in the last 24 months. This volume of shares sold represents approximately $948.11M in transactions.



This page (NYSEARCA:ITOT) was last updated on 2/22/2025 by MarketBeat.com Staff
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