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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
$147.00 +0.51 (+0.35%)
As of 04:10 PM Eastern
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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)
195
Total
Institutional Inflows
(last 12 months)
$691.08M
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$330.29M
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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
10/6/2025Hickory Point Bank & Trust137,050$19.96M14.9%-1.6%0.026%
10/2/2025 GAMMA Investing LLC4,087$595K0.0%+3.4%0.001%
10/1/2025 Jacobs & Co. CA1,390$202K0.0%N/A0.000%
9/12/2025Valeo Financial Advisors LLC15,359$2.07M0.0%+4.6%0.003%
9/3/2025American Trust4,340$586K0.1%N/A0.001%
8/25/2025Hilltop Partners LLC4,620$624K0.2%-2.4%0.001%
8/22/2025Carter Financial Group INC.2,902$392K0.3%N/A0.001%
8/19/2025Anchor Investment Management LLC1,112$150K0.0%N/A0.000%
8/18/2025Hollencrest Capital Management50,461$6.81M0.3%-11.6%0.010%
8/15/2025Captrust Financial Advisors283,483$38.28M0.1%+1.4%0.054%
8/15/2025WFA of San Diego LLC1,875$253K0.2%N/A0.000%
8/15/2025Tolleson Wealth Management Inc.276,648$37.36M6.4%-0.5%0.052%
8/15/2025Monograph Wealth Advisors LLC2,234$302K0.0%N/A0.000%
8/15/2025IHT Wealth Management LLC18,492$2.50M0.1%-1.7%0.003%
8/15/2025BNP Paribas Financial Markets520$70K0.0%+504.7%0.000%
8/15/2025Ameriprise Financial Inc.1,964,007$265.23M0.1%+2.1%0.372%
8/14/2025NewEdge Advisors LLC192,006$25.93M0.1%-0.5%0.036%
8/14/2025SVB Wealth LLC57,051$7.70M0.4%N/A0.011%
8/13/2025RFP Financial Group LLC23,070$3.12M1.3%-3.6%0.004%
8/13/2025Baird Financial Group Inc.149,286$20.16M0.0%-5.7%0.028%
8/13/2025Crescent Grove Advisors LLC91,007$12.29M1.2%-2.5%0.017%
8/13/2025NYL Investors LLC35,267$4.76M1.3%+3.7%0.007%
8/13/2025Twin Peaks Wealth Advisors LLC753$106K0.0%N/A0.000%
8/13/2025Wellspring Financial Advisors LLC3,363$454K0.0%-2.7%0.001%
8/13/2025Fisher Asset Management LLC1,552$210K0.0%-45.5%0.000%
8/13/2025Financial Freedom LLC3,522$476K0.3%-36.3%0.001%
8/13/2025Virtue Capital Management LLC28,449$3.84M0.7%N/A0.005%
8/13/2025Russell Investments Group Ltd.4,109$555K0.0%+752.5%0.001%
8/12/2025North Star Asset Management Inc.8,783$1.19M0.1%+45.6%0.002%
8/12/2025Jaffetilchin Investment Partners LLC718,201$96.99M6.3%+5.2%0.136%
8/12/2025Rock Creek Group LP775,465$104.05M12.2%-22.1%0.147%
8/12/2025Nemes Rush Group LLC10,922$1.48M0.2%+17.7%0.002%
8/12/2025JPMorgan Chase & Co.1,523,530$205.74M0.0%+11.8%0.288%
8/11/2025Heritage Wealth Advisors258,328$34.89M1.7%-51.0%0.049%
8/11/2025Wealthspire Advisors LLC186,316$25.16M0.1%+68.3%0.035%
8/11/2025Diversified Portfolios Inc.44,326$5.99M0.6%+4.5%0.008%
8/11/2025Dorsey & Whitney Trust CO LLC26,677$3.60M0.2%+4.0%0.005%
8/11/2025Western Wealth Management LLC36,071$4.87M0.3%+4.2%0.007%
8/8/2025Compass Financial Services Inc808$109K0.1%N/A0.000%
8/8/2025King Wealth Management Group95,611$12.91M1.8%-1.0%0.018%
8/7/2025Ibex Wealth Advisors6,042$816K0.1%-45.2%0.001%
8/7/2025Rollins Financial Advisors LLC80,655$10.89M1.7%-3.4%0.015%
8/6/2025AGF Management Ltd.19,775$2.67M0.0%-4.4%0.004%
8/6/2025Golden State Wealth Management LLC4,912$663K0.1%-3.0%0.001%
8/6/2025Climber Capital SA35,252$4.76M2.8%-0.7%0.007%
8/6/2025Atlantic Union Bankshares Corp5,555$750K0.0%+226.8%0.001%
8/6/2025First Horizon Advisors Inc.4,243$573K0.0%+4.0%0.001%
8/5/2025Crestwood Advisors Group LLC410,275$55.40M1.0%+0.7%0.078%
8/5/2025Bank of New York Mellon Corp172,523$23.30M0.0%+5.0%0.033%
8/5/2025Tsfg LLC45,974$6.21M1.1%-0.8%0.009%
8/5/2025Westside Investment Management Inc.13,037$1.76M0.3%+1.5%0.002%
8/5/2025TIAA Trust National Association22,696$3.07M0.0%+3.1%0.004%
8/4/2025Roble Belko & Company Inc69,639$9.40M1.4%+12.1%0.013%
8/4/2025Arkadios Wealth Advisors29,769$4.02M0.1%+19.8%0.006%
8/1/2025Zhang Financial LLC878,592$118.65M5.5%+18.9%0.167%
8/1/2025Rossby Financial LCC794$107K0.0%+64.7%0.000%
8/1/2025GoalVest Advisory LLC1,894$256K0.1%+257.4%0.000%
8/1/2025MorganRosel Wealth Management LLC63,844$8.62M2.3%-6.1%0.012%
7/31/2025Sentinel Trust Co. LBA1,793,612$242.21M26.3%-1.3%0.341%
7/31/2025BIP Wealth LLC15,640$2.11M0.1%+0.7%0.003%
7/31/2025Curio Wealth LLC366$49K0.0%+36,500.0%0.000%
7/31/2025MN Wealth Advisors LLC10,286$1.39M0.8%-8.7%0.002%
7/30/2025Strategic Blueprint LLC27,418$3.70M0.2%-4.9%0.005%
7/30/2025Cullen Frost Bankers Inc.2,656$359K0.0%+64.8%0.001%
7/30/2025Whittier Trust Co.5,295$715K0.0%+79.7%0.001%
7/30/2025Bogart Wealth LLC12,687$1.71M0.1%+0.8%0.002%
7/29/2025Salomon & Ludwin LLC4,971$675K0.1%-22.2%0.001%
7/29/2025Planned Solutions Inc.163,703$22.11M8.4%+7.8%0.031%
7/28/2025Davidson Investment Advisors50,605$6.83M0.3%-0.4%0.010%
7/28/2025Rosenberg Matthew Hamilton13,153$1.78M0.4%-6.4%0.003%
7/28/2025Private Wealth Asset Management LLC75,424$10.19M1.4%+9.5%0.014%
7/25/2025LRI Investments LLC1,636$221K0.0%+30.9%0.000%
7/25/2025Gibson Capital LLC7,805$1.05M0.2%+15.0%0.001%
7/25/2025Richardson Financial Services Inc.282$38K0.0%N/A0.000%
7/24/2025Trust Co. of Toledo NA OH2,881$389K0.0%+5.6%0.001%
7/24/2025First Fiduciary Investment Counsel Inc.2,391$323K0.1%N/A0.000%
7/24/2025Mengis Capital Management Inc.2,926$395K0.1%-8.7%0.001%
7/24/2025True Link Financial Advisors LLC1,059,177$143.03M9.9%+10.3%0.201%
7/23/2025ETF Portfolio Partners Inc.71,580$9.67M2.7%+4.0%0.014%
7/23/2025Kingswood Wealth Advisors LLC4,157$561K0.0%-2.6%0.001%
7/23/2025Regency Capital Management Inc. DE10,800$1.46M0.8%+1.1%0.002%
7/23/2025Prime Capital Investment Advisors LLC1,566,681$211.57M2.8%-22.0%0.298%
7/22/2025Evensky & Katz LLC1,388,351$187.48M11.4%-2.4%0.264%
7/22/2025Duncan Williams Asset Management LLC3,438$464K0.1%N/A0.001%
7/22/2025Appleton Partners Inc. MA2,771$374K0.0%-4.2%0.001%
7/22/2025Valeo Financial Advisors LLC14,557$1.97M0.0%-0.8%0.003%
7/22/2025Kickstand Ventures LLC.3,438$464K0.1%-10.0%0.001%
7/22/2025Bay Harbor Wealth Management LLC645$87K0.0%-29.9%0.000%
7/21/2025Ameriflex Group Inc.956$128K0.1%-46.8%0.000%
7/21/2025Capital & Planning LLC43,974$5.94M4.0%-0.8%0.008%
7/21/2025OLD Second National Bank of Aurora2,402$324K0.1%-3.6%0.000%
7/18/2025SOA Wealth Advisors LLC.535$72K0.0%N/A0.000%
7/18/2025Forbes J M & Co. LLP56,957$7.69M0.7%-1.9%0.011%
7/18/2025MJT & Associates Financial Advisory Group Inc.13,018$1.76M2.2%N/A0.002%
7/18/2025Parkside Investments LLC12,299$1.66M0.2%-11.5%0.002%
7/17/2025Greenleaf Trust113,097$15.27M0.1%-1.9%0.022%
7/17/2025Gleason Group Inc.146,884$19.84M2.1%-0.4%0.028%
7/17/2025Janney Montgomery Scott LLC105,581$14.26M0.0%-0.7%0.020%
7/17/2025Fifth Third Securities Inc.59,549$8.04M0.6%+7.9%0.011%
7/16/2025ORG Partners LLC2,195$297K0.1%+11.4%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 ($356.34M), Ameriprise Financial Inc. ($265.23M), Sentinel Trust Co. LBA ($242.21M), Prime Capital Investment Advisors LLC ($211.57M), JPMorgan Chase & Co. ($205.74M), Evensky & Katz LLC ($187.48M), and Klaas Financial Asset Advisors LLC ($166.94M).Learn more on iShares Core S&P Total U.S. Stock Market ETF's institutional investors.

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

Of the 265 institutional investors that purchased iShares Core S&P Total U.S. Stock Market ETF's 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), Partners Capital Investment Group LLP ($824.95K), GAMMA Investing LLC ($482.58K), Prime Capital Investment Advisors LLC ($364.73K), University of Maryland Foundation Inc. ($323.38K), and True Link Financial Advisors LLC ($314.41K).

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

Institutional investors have bought a total of 5,428,848 shares in the last 24 months. This purchase volume represents approximately $691.08M in transactions.

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

Of the 131 institutional investors that sold iShares Core S&P Total U.S. Stock Market ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prime Capital Investment Advisors LLC ($475.96K), Rock Creek Group LP ($384.26K), Partners Capital Investment Group LLP ($373.29K), Heritage Wealth Advisors ($274.49K), Ameriprise Financial Inc. ($111.15K), ORG Partners LLC ($87.30K), and Allstate Corp ($69.24K).

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

Institutional investors have sold a total of 2,538,833 shares in the last 24 months. This volume of shares sold represents approximately $330.29M in transactions.


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This page (NYSEARCA:ITOT) was last updated on 10/6/2025 by MarketBeat.com Staff
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