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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
$162.93 0.00 (0.00%)
As of 05/22/2026 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)
188
Total
Institutional Inflows
(last 12 months)
$811.10M
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$562.60M
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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
5/19/2026 Arkadios Wealth Advisors92,014$13.11M0.2%-4.2%0.016%
5/18/2026 Sunbelt Securities Inc.42,279$6.02M0.4%+7.4%0.007%
5/18/2026 Reliant Wealth Planning255,733$36.42M11.0%-2.6%0.045%
5/8/2026 JMG Financial Group Ltd.3,608$514K0.0%+51.9%0.001%
5/7/2026 Basepoint Wealth LLC448$64K0.0%-12.7%0.000%
5/7/2026 Hollencrest Capital Management55,719$7.94M0.3%+5.2%0.010%
5/7/2026 Symphony Financial Services Inc.29,434$4.19M2.2%+3.2%0.005%
5/7/2026 Parallel Advisors LLC1,141,392$162.57M2.8%-51.5%0.202%
5/7/2026 Sentinel Trust Co. LBA1,803,511$256.87M25.5%+1.6%0.319%
5/7/2026 Finhabits Advisors LLC139,046$19.80M18.3%+5.1%0.025%
5/7/2026 Crescent Grove Advisors LLC80,823$11.51M1.1%-3.7%0.014%
5/6/2026 Bartlett & CO. Wealth Management LLC5,835$917K0.0%-1.4%0.001%
5/6/2026 Heartland Bank & Trust Co2,247$320K0.1%N/A0.000%
5/6/2026 Zhang Financial LLC1,181,952$168.35M5.8%+12.4%0.209%
5/6/2026 Main Street Group LTD417$59K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.3,806$542K0.0%-86.5%0.001%
5/5/2026 Bank of New York Mellon Corp215,665$30.72M0.0%+18.5%0.038%
5/4/2026 Archer Investment Corp17,377$2.48M0.5%+2.5%0.003%
5/4/2026 Nadler Financial Group Inc.2,372$338K0.0%N/A0.000%
5/2/2026 Anchor Investment Management LLC1,587$226K0.0%+42.7%0.000%
5/1/2026 American Trust4,332$617K0.1%-11.4%0.001%
5/1/2026 Manning & Napier Advisors LLC8,024$1.11M0.0%+143.3%0.001%
4/30/2026 First National Bank & Trust Co. of Newtown19,130$2.73M0.6%-4.0%0.003%
4/30/2026 Beacon Financial Group124,398$17.72M1.8%+6.2%0.022%
4/30/2026 Ibex Wealth Advisors6,717$957K0.1%N/A0.001%
4/30/2026 Capital Planning LLC42,528$6.06M2.0%-4.1%0.008%
4/30/2026 Your Advocates Ltd. LLP727$104K0.0%-16.7%0.000%
4/29/2026 KERR FINANCIAL PLANNING Corp5,893$916K1.2%+17.7%0.001%
4/28/2026 Appleton Partners Inc. MA2,354$335K0.0%-9.8%0.000%
4/28/2026 Bogart Wealth LLC14,797$2.11M0.1%+0.9%0.003%
4/28/2026 DGS Capital Management LLC6,217$885K0.1%+198.2%0.001%
4/28/2026 Ascentis Independent Advisors2,774$395K0.0%N/A0.000%
4/28/2026 GM Advisory Group LLC377,781$53.81M2.1%+11.1%0.067%
4/28/2026 Tanglewood Legacy Advisors LLC10,608$1.51M0.5%+2.0%0.002%
4/28/2026 Turn8 Private Wealth Inc.2,904$414K0.3%+31.6%0.001%
4/25/2026 Boston Trust Walden Corp7,368$1.05M0.0%+10.5%0.001%
4/24/2026 Root Financial Partners LLC4,123$587K0.0%+102.2%0.001%
4/24/2026 Financial Life Planners205$29K0.0%N/A0.000%
4/24/2026 Harbor Investment Advisory LLC5,428$773K0.1%-13.2%0.001%
4/23/2026 North Star Investment Management Corp.2,098$299K0.0%+110.2%0.000%
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4/23/2026 Pinnacle Bancorp Inc.1,624$231K0.1%+18.5%0.000%
4/23/2026 Vicus Capital3,277$467K0.0%-26.9%0.001%
4/22/2026 Janney Montgomery Scott LLC144,059$20.52M0.1%+10.3%0.026%
4/22/2026 Venturi Wealth Management LLC18,333$2.61M0.1%+2.2%0.003%
4/21/2026 OLD Second National Bank of Aurora2,651$378K0.1%+13.5%0.000%
4/21/2026 Davidson Trust Co.2,593$369K0.2%N/A0.000%
4/21/2026 Fiduciary Alliance LLC17,472$2.68M0.2%-25.0%0.003%
4/20/2026 Provenance Wealth Advisors LLC1,510,211$215.10M22.8%-6.0%0.268%
4/17/2026 AdvisorNet Financial Inc20,731$2.95M0.2%+1.5%0.004%
4/17/2026 SVB Wealth LLC8,033$1.14M0.1%-74.7%0.001%
4/17/2026 Roble Belko & Company Inc68,365$9.74M1.2%-0.9%0.012%
4/16/2026 Forbes J M & Co. LLP56,510$8.05M0.7%+0.7%0.010%
4/16/2026 Montecito Bank & Trust28,983$4.13M0.7%-8.4%0.005%
4/15/2026 Nations Financial Group Inc. IA ADV51,701$7.36M0.4%+2.4%0.009%
3/5/2026 Gunpowder Capital Management LLC dba Oliver Wealth Management777$116K0.1%N/A0.000%
2/24/2026 DGS Capital Management LLC2,085$310K0.1%+4.0%0.000%
2/20/2026 Sunbelt Securities Inc.39,363$5.85M0.4%-2.8%0.007%
2/19/2026Evansbrook LLC97,800$14.54M9.7%N/A0.018%
2/18/2026 Ameriflex Group Inc.407$61K0.0%+682.7%0.000%
2/18/2026 First Commonwealth Financial Corp PA 2,572$382K0.1%-10.6%0.000%
2/18/2026 Virtue Capital Management LLC29,290$4.37M0.1%+1,299.4%0.005%
2/18/2026 NewEdge Advisors LLC196,426$29.21M0.1%+2.7%0.036%
2/18/2026 Tudor Investment Corp ET AL78,605$11.69M0.0%+199.1%0.014%
2/18/2026 IHT Wealth Management LLC25,256$3.76M0.1%+26.7%0.005%
2/18/2026 Aureus Asset Management LLC2,562$381K0.0%-22.9%0.000%
2/18/2026 Basso Capital Management L.P.3,312$492K0.3%N/A0.001%
2/18/2026 Align Financial LLC725,607$107.89M0.5%N/A0.133%
2/18/2026 American Trust4,891$727K0.1%+9.9%0.001%
2/17/2026 Advisory Services Network LLC233,034$34.65M0.5%+12.7%0.043%
2/17/2026 Russell Investments Group Ltd.6,805$1.01M0.0%-2.1%0.001%
2/17/2026 Captrust Financial Advisors1,506,277$223.97M0.4%+434.4%0.275%
2/17/2026 Hurley Capital LLC578$86K0.0%+36.3%0.000%
2/16/2026 Parker Investment Management LLC1,372$204K0.0%N/A0.000%
2/16/2026 LM Advisors LLC281$42K0.0%-85.1%0.000%
2/16/2026 Cornerstone Financial Management LLC4,000$595K0.6%N/A0.001%
2/13/2026 GM Advisory Group LLC340,182$50.58M2.0%+19.3%0.062%
2/13/2026 Wilkerson Advisory Group LLC292$43K0.0%N/A0.000%
2/13/2026 Arkadios Wealth Advisors96,032$14.28M0.3%-5.2%0.018%
2/13/2026 MorganRosel Wealth Management LLC62,034$9.22M2.3%-4.9%0.011%
2/13/2026 Integrated Wealth Concepts LLC196,219$29.18M0.3%-2.4%0.036%
2/13/2026 Golden State Wealth Management LLC4,831$718K0.1%+5.1%0.001%
2/13/2026 Klingenstein Fields & Co. LP4,289$638K0.0%-25.5%0.001%
2/12/2026 Davis R M Inc.5,827$866K0.0%-1.3%0.001%
2/12/2026 Rossby Financial LCC725$108K0.0%-16.5%0.000%
2/12/2026 Hollencrest Capital Management52,959$7.87M0.3%+14.9%0.010%
2/12/2026 Reliant Wealth Planning262,486$39.03M12.2%-1.2%0.048%
2/12/2026 Virtue Capital Management LLC37,992$5.65M0.2%+28.7%0.007%
2/12/2026 Correct Capital Wealth Management38,764$5.76M1.1%+49.7%0.007%
2/12/2026 Symphony Financial Services Inc.28,528$4.24M2.2%+1.6%0.005%
2/12/2026 Brown Brothers Harriman & Co.3,712$552K0.0%+15.8%0.001%
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2/12/2026 Ruggiero Investments Inc.2,346$349K0.3%N/A0.000%
2/12/2026 Colonial Trust Co SC3,426$509K0.1%-2.8%0.001%
2/12/2026 1922 Investment Co LLC679$101K3.0%+22,533.3%0.000%
2/11/2026 NYL Investors LLC35,215$5.24M1.8%-0.3%0.006%
2/11/2026 Fortune Financial Group Inc.1,587$236K0.2%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC130,624$19.42M0.0%+19.8%0.024%
2/11/2026 Eldridge Investment Advisors Inc.332,634$49.46M10.9%+0.7%0.061%
2/11/2026 TIAA Trust National Association23,260$3.46M0.0%-0.6%0.004%
2/11/2026 JPMorgan Chase & Co.1,552,632$230.86M0.0%+2.6%0.284%
2/11/2026 Disciplina Capital Management LLC1,155,124$171.76M19.7%+3.7%0.211%


ITOT Institutional Ownership - Frequently Asked Questions

During the previous two years, 347 institutional investors and hedge funds held shares of iShares Core S&P Total U.S. Stock Market ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($291.66M), Sentinel Trust Co. LBA ($256.87M), JPMorgan Chase & Co. ($230.86M), Prime Capital Investment Advisors LLC ($230.13M), Captrust Financial Advisors ($223.97M), Evensky & Katz LLC ($221.30M), and Provenance Wealth Advisors LLC ($215.10M).Learn more on iShares Core S&P Total U.S. Stock Market ETF's institutional investors.

Of the 288 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 ($1.76M), Captrust Financial Advisors ($1.23M), Magnolia Capital Advisors LLC ($913.90K), Align Financial LLC ($725.61K), Partners Capital Investment Group LLP ($665.48K), Zhang Financial LLC ($517.28K), and GAMMA Investing LLC ($481.45K).

Institutional investors have bought a total of 5,574,669 shares in the last 24 months. This purchase volume represents approximately $811.10M in transactions.

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: Parallel Advisors LLC ($1.50M), Prime Capital Investment Advisors LLC ($459.74K), True Link Financial Advisors LLC ($289.40K), Heritage Wealth Advisors ($269.72K), Crestwood Advisors Group LLC ($264.02K), Rock Creek Group LP ($219.95K), and Provenance Wealth Advisors LLC ($142.12K).

Institutional investors have sold a total of 3,960,212 shares in the last 24 months. This volume of shares sold represents approximately $562.60M in transactions.



This page (NYSEARCA:ITOT) was last updated on 5/25/2026 by MarketBeat.com Staff.
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