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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
$122.52 +1.53 (+1.26%)
As of 02:12 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)
175
Total
Institutional Inflows
(last 12 months)
$617.25M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$265.36M
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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
5/1/2025Fifth Third Securities Inc.55,179$6.73M0.6%-1.4%0.010%
4/30/2025Correct Capital Wealth Management22,734$2.77M0.4%+3.4%0.004%
4/30/2025Financial Gravity Asset Management Inc.3,591$438K0.1%N/A0.001%
4/30/2025Cornerstone Planning Group LLC384$45K0.0%+611.1%0.000%
4/30/2025Financial Symmetry Inc2,134$260K0.2%N/A0.000%
4/30/2025Greenleaf Trust115,327$14.07M0.1%-0.2%0.022%
4/30/202549 Wealth Management LLC2,448$299K0.0%N/A0.000%
4/30/2025Davidson 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$5.41M1.5%-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%
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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%
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%
4/16/2025 Farmers & Merchants Investments Inc.16,975$2.07M0.1%+1.3%0.003%
4/16/2025 Parkside Investments LLC13,894$1.70M0.2%-5.9%0.003%
4/15/2025 GPS Wealth Strategies Group LLC2,567$313K0.0%+303.6%0.001%
4/15/2025 Zhang Financial LLC738,789$90.14M4.8%+11.2%0.146%
4/15/2025 Magnolia Private Wealth LLC17,020$2.08M1.2%-2.5%0.003%
4/15/2025 CX Institutional4,019$490K0.0%N/A0.001%
4/15/2025 Gibson Capital LLC6,786$828K0.2%+18.5%0.001%
4/15/2025 Sanibel Captiva Trust Company Inc.4,932$602K0.0%+9.4%0.001%
4/15/2025 Ibex Wealth Advisors11,031$1.35M0.2%-9.0%0.002%
4/14/2025 Farther Finance Advisors LLC42,279$5.18M0.1%+9.7%0.008%
4/14/2025 Hickory Point Bank & Trust141,150$17.22M15.1%-1.3%0.028%
4/14/2025 Clean Yield Group497$61K0.0%N/A0.000%
4/14/2025 Regent Peak Wealth Advisors LLC96,312$11.75M2.7%-4.1%0.019%
4/11/2025 Gleason Group Inc.147,484$18.00M3.3%-3.0%0.029%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.432$53K0.0%-38.9%0.000%
4/10/2025 Financial Management Professionals Inc.21,909$2.67M0.3%N/A0.004%
4/9/2025 Planned Solutions Inc.151,829$18.53M7.5%+2.5%0.030%
4/9/2025 ETF Portfolio Partners Inc.68,803$8.40M2.5%+4.5%0.014%
4/9/2025 ST Germain D J Co. Inc.858$105K0.0%+575.6%0.000%
4/9/2025 NBC Securities Inc.2,178$265K0.0%+108,800.0%0.000%
4/9/2025 Fiduciary Alliance LLC22,685$2.77M0.3%+1.2%0.004%
4/8/2025 Rothschild Investment LLC2,201$269K0.0%-13.8%0.000%
4/8/2025 Parallel Advisors LLC2,560,483$312.40M6.7%-0.4%0.505%
4/7/2025 GAMMA Investing LLC482,550$58.88M0.0%+12,104.1%0.095%
3/6/2025 Copia Wealth Management450$58K0.1%N/A0.000%
2/24/2025Ameriflex Group Inc.2,042$270K0.1%N/A0.000%
2/22/2025American Trust8,583$1.10M0.1%N/A0.002%
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%
2/17/2025Yale University6,164$793K97.3%-4.6%0.001%
2/17/2025Tolleson Wealth Management Inc.277,917$35.75M7.3%-3.2%0.059%
2/17/2025Sentinus LLC3,279$422K0.1%-87.6%0.001%
2/17/2025Evensky & Katz LLC1,384,562$178.08M11.7%+4.2%0.294%
2/17/2025Fairview Capital Investment Management LLC50,035$6.44M0.3%-1.8%0.011%
2/17/2025Colonial Trust Co SC2,433$313K0.0%+16.2%0.001%
2/17/2025BOKF NA23,662$3.02M0.1%+134.9%0.005%
2/17/2025Captrust Financial Advisors272,008$34.99M0.1%-0.4%0.058%
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2/17/2025Baird Financial Group Inc.148,463$19.10M0.0%+6.4%0.032%
2/17/2025BIP Wealth LLC15,528$2.00M0.1%-1.3%0.003%
2/17/2025Ameriprise Financial Inc.2,034,601$261.70M0.1%+6.4%0.432%
2/14/2025Headland Capital LLC2,620$337K0.1%N/A0.001%
2/14/2025Tudor Investment Corp ET AL18,175$2.34M0.0%-77.8%0.004%
2/14/2025Stonebridge Capital Advisors LLC1,596$205K0.0%N/A0.000%
2/14/2025Integrated Wealth Concepts LLC196,216$25.24M0.3%-13.2%0.042%
2/14/2025IHT Wealth Management LLC19,261$2.48M0.1%-7.6%0.004%
2/14/2025Alexis Investment Partners LLC578$74K0.0%N/A0.000%
2/13/2025Foster Dykema Cabot & Partners LLC716$92K0.0%+100.6%0.000%
(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, 312 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. ($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 257 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), True Link Financial Advisors LLC ($554.68K), GAMMA Investing LLC ($482.45K), 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 8,934,588 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

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

Of the 176 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 ($641.12K), 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 9,295,825 shares in the last 24 months. This volume of shares sold represents approximately $956.25M in transactions.



This page (NYSEARCA:ITOT) was last updated on 5/1/2025 by MarketBeat.com Staff
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