Free Trial

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

iShares Core S&P Total U.S. Stock Market ETF logo
$127.27 -2.34 (-1.81%)
As of 05/21/2025 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)
192
Total
Institutional Inflows
(last 12 months)
$716.87M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$286.29M
Get ITOT Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core S&P Total U.S. Stock Market ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
5/16/2025 Tolleson Wealth Management Inc.278,004$33.92M6.5%+0.0%0.053%
5/16/2025 NewEdge Advisors LLC193,026$23.55M0.1%-0.3%0.037%
5/16/2025 Integrated Wealth Concepts LLC206,619$25.21M0.3%+5.3%0.040%
5/15/2025 Cigna Investments Inc. New242,237$29.56M5.5%+5.4%0.046%
5/15/2025 Baird Financial Group Inc.158,281$19.31M0.0%+6.6%0.030%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC3,142$383K0.0%+19.3%0.001%
5/14/2025 Allstate Corp1,227,566$149.78M4.4%-5.3%0.235%
5/14/2025 Ameriprise Financial Inc.1,923,454$234.67M0.1%-5.5%0.368%
5/14/2025 Summit Financial LLC145,964$17.81M0.5%+47.8%0.028%
5/14/2025 Partners Capital Investment Group LLP1,168,032$142.51M2.4%+132.4%0.224%
5/14/2025 Dorsey & Whitney Trust CO LLC25,652$3.13M0.2%N/A0.005%
5/14/2025 Legacy Financial Advisors Inc.203,683$24.85M4.2%-3.3%0.039%
5/14/2025 Disciplina Capital Management LLC903,204$110.20M16.0%+4.0%0.173%
5/13/2025 Nations Financial Group Inc. IA ADV46,661$5.69M0.4%+1.5%0.009%
5/13/2025 Evensky & Katz LLC1,423,088$173.63M11.6%+2.8%0.272%
5/13/2025 Rock Creek Group LP995,414$121.58M14.1%+6.7%0.191%
5/12/2025 SouthState Corp12,375$1.51M0.1%+1,547.8%0.002%
5/12/2025 JPMorgan Chase & Co.1,362,967$166.30M0.0%0.0%0.257%
5/9/2025 Atlantic Private Wealth LLC28,495$3.48M2.6%N/A0.005%
5/9/2025 Kickstand Ventures LLC.3,818$466K0.1%N/A0.001%
5/8/2025 TIAA Trust National Association22,019$2.69M0.0%-6.9%0.004%
5/8/2025 Heritage Wealth Advisors527,685$64.38M3.3%-0.3%0.100%
5/8/2025 King Wealth Management Group96,590$11.79M1.8%-1.2%0.018%
5/8/2025 Davis R M Inc.5,902$720K0.0%-4.8%0.001%
5/8/2025 Roble Belko & Company Inc62,117$7.58M1.2%+0.2%0.012%
5/8/2025 Arkadios Wealth Advisors24,846$3.03M0.1%+127.1%0.005%
5/7/2025 NYL Investors LLC33,994$4.15M0.3%-9.6%0.006%
5/7/2025 Vantage Financial Partners LLC437,222$53.35M13.3%+0.4%0.083%
5/7/2025 Nemes Rush Group LLC9,281$1.13M0.1%+18.8%0.002%
5/7/2025 FourThought Financial Partners LLC9,796$1.20M0.1%-26.1%0.002%
5/7/2025 BlueStem Wealth Partners LLC13,568$1.66M0.2%+1.9%0.003%
5/7/2025 Nvwm LLC1,735$212K0.1%-31.6%0.000%
5/6/2025 Forbes J M & Co. LLP58,058$7.08M0.7%+0.6%0.011%
5/6/2025 Regency Capital Management Inc. DE10,685$1.30M0.8%+4.4%0.002%
5/6/2025 Winch Advisory Services LLC412$50K0.0%N/A0.000%
5/5/2025 Crestwood Advisors Group LLC407,248$49.69M0.9%+2.6%0.077%
5/5/2025 Millstone Evans Group LLC1,305$159K0.1%+50.2%0.000%
5/5/2025 Blue Bell Private Wealth Management LLC4,838$590K0.1%+8.3%0.001%
5/5/2025 Atlantic Union Bankshares Corp1,700$207K0.0%-5.6%0.000%
5/5/2025 Hollencrest Capital Management57,062$6.96M0.3%+6.4%0.011%
Here’s your answer (Ad)

Porter Stansberry is stepping into the spotlight — and putting real skin in the game. For the first time ever, he’s opening the doors to a live, real-money trading account, managed transparently with the same strategies he’s used to build long-term wealth. Every 90 days, he and his lead analyst release a new tranche of trades designed for serious investors who don’t want to babysit the market. The goal: income, downside protection, and asymmetric upside.

Lance James breaks down the full FAQ on what this is (and isn’t) — including why they believe now i
5/2/2025 Forte Capital LLC ADV6,538$798K0.1%+95.4%0.001%
5/2/2025 Graypoint LLC8,627$1.05M0.1%+3.8%0.002%
5/2/2025 Cable Hill Partners LLC9,034$1.09M0.1%-35.2%0.002%
5/2/2025 Whittier Trust Co.2,947$360K0.0%-3.7%0.001%
5/2/2025 Graybill Wealth Management LTD.853$104K0.0%N/A0.000%
5/2/2025 Pioneer Trust Bank N A OR11,750$1.43M0.4%-0.7%0.002%
5/1/2025 Schechter Investment Advisors LLC15,184$1.85M0.2%+63.6%0.003%
5/1/2025 Sentinel Trust Co. LBA1,817,069$221.70M26.2%+0.6%0.343%
5/1/2025 Fifth Third Securities Inc.55,179$6.73M0.6%-1.4%0.010%
4/30/2025 Correct Capital Wealth Management22,734$2.77M0.4%+3.4%0.004%
4/30/2025 Financial Gravity Asset Management Inc.3,591$438K0.1%N/A0.001%
4/30/2025 Cornerstone Planning Group LLC384$45K0.0%+611.1%0.000%
4/30/2025 Financial Symmetry Inc2,134$260K0.2%N/A0.000%
4/30/2025 Greenleaf Trust115,327$14.07M0.1%-0.2%0.022%
4/30/2025 49 Wealth Management LLC2,448$299K0.0%N/A0.000%
4/30/2025 Davidson Investment Advisors50,816$6.20M0.3%+5.3%0.010%
4/29/2025 TD Private Client Wealth LLC19,384$2.37M0.1%+17.6%0.004%
4/29/2025 Capital & Planning LLC44,344$5.41M4.0%-10.4%0.008%
4/29/2025 Bank of New York Mellon Corp164,324$20.05M0.0%-7.8%0.031%
4/29/2025 Wayfinding Financial LLC1,208$147K0.1%N/A0.000%
4/29/2025 von Borstel & Associates Inc.456$55K0.0%N/A0.000%
4/29/2025 Columbia River Financial Group LLC367$44K0.0%N/A0.000%
4/29/2025 Strategic Blueprint LLC28,824$3.52M0.2%+192.4%0.005%
4/28/2025 Rosenberg Matthew Hamilton14,059$1.72M0.4%-3.3%0.003%
4/28/2025 First Horizon Advisors Inc.4,079$498K0.0%-10.2%0.001%
4/28/2025 Arlington Trust Co LLC4,975$607K0.1%+46.5%0.001%
4/28/2025 Rossby Financial LCC482$58K0.0%N/A0.000%
4/28/2025 Salomon & Ludwin LLC6,393$780K0.1%+23.1%0.001%
4/25/2025 Westside Investment Management Inc.12,845$1.57M0.3%-5.3%0.002%
4/25/2025 MorganRosel Wealth Management LLC67,984$8.30M2.5%-0.2%0.013%
4/24/2025 Golden State Wealth Management LLC5,062$618K0.1%-1.9%0.001%
4/24/2025 Sunbelt Securities Inc.25,528$3.12M0.3%-29.7%0.005%
4/24/2025 Crescent Grove Advisors LLC93,360$11.39M1.2%-7.8%0.018%
4/24/2025 Tsfg LLC46,341$5.65M1.2%+0.7%0.009%
4/24/2025 Jaffetilchin Investment Partners LLC682,543$83.28M6.0%-0.3%0.129%
4/24/2025 Klaas Financial Asset Advisors LLC1,186,328$144.74M25.0%0.0%0.224%
4/24/2025 Bartlett & CO. Wealth Management LLC6,749$823K0.0%-5.9%0.001%
4/24/2025 Transcend Capital Advisors LLC8,587$1.05M0.1%+18.4%0.002%
4/23/2025 Western Wealth Management LLC34,629$4.23M0.3%-0.8%0.007%
4/23/2025 Pinnacle Bancorp Inc.1,498$183K0.1%+17.9%0.000%
4/23/2025 Golden State Wealth Management LLC10,119$1.24M0.1%+96.1%0.002%
4/23/2025 Bessemer Group Inc.28,165$3.44M0.0%-0.4%0.005%
4/22/2025 Diversified Portfolios Inc.42,397$5.17M0.5%+31.0%0.008%
4/22/2025 Tanglewood Legacy Advisors LLC10,312$1.26M0.6%+2.1%0.002%
4/22/2025 VERITY Wealth Advisors4,282$522K0.4%-2.9%0.001%
4/22/2025 Appleton Partners Inc. MA2,891$353K0.0%N/A0.001%
4/21/2025 ORG Partners LLC1,970$241K0.1%-97.8%0.000%
4/21/2025 True Link Financial Advisors LLC960,247$117.16M8.7%+3.3%0.181%
4/21/2025 OLD Second National Bank of Aurora2,492$304K0.1%+18.8%0.000%
4/21/2025 Norris Perne & French LLP MI3,265$398K0.0%-21.7%0.001%
Warning: Prepare to Be Shocked by These Payouts (Ad)

There's a strategy out there paying up to 70% on tech stocks like Amazon, Tesla, and Microsoft—stocks that don't even pay dividends. It's fast, it's legal, and most people have no clue it exists.

Click here to see how much you could be collecting each month →
4/21/2025 ORG Wealth Partners LLC301$37K0.0%N/A0.000%
4/21/2025 Heartwood Wealth Advisors LLC2,761$337K0.0%-8.1%0.001%
4/21/2025 Kingswood Wealth Advisors LLC4,269$521K0.0%-18.7%0.001%
4/21/2025 Essex Savings Bank16,830$2.05M0.5%+9.2%0.003%
4/21/2025 MN Wealth Advisors LLC11,266$1.38M0.8%+37.6%0.002%
4/18/2025 GSB Wealth Management LLC16,646$2.03M0.5%+2.2%0.003%
4/17/2025 Lynch & Associates IN56,649$6.91M1.5%+2.3%0.011%
4/17/2025 Vicus Capital4,966$606K0.1%-25.4%0.001%
4/17/2025 Montecito Bank & Trust33,082$4.04M0.7%+6.8%0.007%
4/17/2025 Janney Montgomery Scott LLC106,308$12.97M0.0%+0.2%0.021%
(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, 311 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 ($312.40M), Ameriprise Financial Inc. ($234.67M), Sentinel Trust Co. LBA ($221.70M), Prime Capital Investment Advisors LLC ($200.11M), Evensky & Katz LLC ($173.63M), JPMorgan Chase & Co. ($166.30M), and Allstate Corp ($149.78M).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 258 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), Partners Capital Investment Group LLP ($1.00M), Magnolia Capital Advisors LLC ($913.90K), Rock Creek Group LP ($783.78K), GAMMA Investing LLC ($482.45K), True Link Financial Advisors LLC ($478.57K), and Prime Capital Investment Advisors LLC ($364.73K).

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

Institutional investors have bought a total of 9,605,966 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

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

Of the 175 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 ($3.01M), American Trust ($703.04K), Parallel Advisors LLC ($641.12K), Legacy Financial Advisors Inc. ($423.91K), Partners Capital Investment Group LLP ($373.29K), Ameriprise Financial Inc. ($255.91K), 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 7,779,289 shares in the last 24 months. This volume of shares sold represents approximately $825.42M in transactions.



This page (NYSEARCA:ITOT) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners