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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
$136.74 +0.97 (+0.71%)
As of 10:06 AM Eastern
Compare

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)
193
Total
Institutional Inflows
(last 12 months)
$716.61M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$285.31M
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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
7/1/2025 Harbor Investment Advisory LLC6,045$816K0.1%+1.6%0.001%
7/1/2025 Cullen Investment Group LTD.4,913$663K0.1%-3.1%0.001%
5/29/2025Nova Wealth Management Inc.568$69K0.1%N/A0.000%
5/22/2025Rollins Financial Advisors LLC83,452$10.18M1.8%-5.1%0.016%
5/16/2025Tolleson Wealth Management Inc.278,004$33.92M6.5%+0.0%0.053%
5/16/2025NewEdge Advisors LLC193,026$23.55M0.1%-0.3%0.037%
5/16/2025Integrated Wealth Concepts LLC206,619$25.21M0.3%+5.3%0.040%
5/15/2025Cigna Investments Inc. New242,237$29.56M5.5%+5.4%0.046%
5/15/2025Baird Financial Group Inc.158,281$19.31M0.0%+6.6%0.030%
5/14/2025Kayne Anderson Rudnick Investment Management LLC3,142$383K0.0%+19.3%0.001%
5/14/2025Allstate Corp1,227,566$149.78M4.4%-5.3%0.235%
5/14/2025Ameriprise Financial Inc.1,923,454$234.67M0.1%-5.5%0.368%
5/14/2025Summit Financial LLC145,964$17.81M0.5%+47.8%0.028%
5/14/2025Partners Capital Investment Group LLP1,168,032$142.51M2.4%+132.4%0.224%
5/14/2025Dorsey & Whitney Trust CO LLC25,652$3.13M0.2%N/A0.005%
5/14/2025Legacy Financial Advisors Inc.203,683$24.85M4.2%-3.3%0.039%
5/14/2025Disciplina Capital Management LLC903,204$110.20M16.0%+4.0%0.173%
5/13/2025Nations Financial Group Inc. IA ADV46,661$5.69M0.4%+1.5%0.009%
5/13/2025Evensky & Katz LLC1,423,088$173.63M11.6%+2.8%0.272%
5/13/2025Rock Creek Group LP995,414$121.58M14.1%+6.7%0.191%
5/12/2025SouthState Corp12,375$1.51M0.1%+1,547.8%0.002%
5/12/2025JPMorgan Chase & Co.1,362,967$166.30M0.0%0.0%0.257%
5/9/2025Atlantic Private Wealth LLC28,495$3.48M2.6%N/A0.005%
5/9/2025Kickstand Ventures LLC.3,818$466K0.1%N/A0.001%
5/8/2025TIAA Trust National Association22,019$2.69M0.0%-6.9%0.004%
5/8/2025Heritage Wealth Advisors527,685$64.38M3.3%-0.3%0.100%
5/8/2025King Wealth Management Group96,590$11.79M1.8%-1.2%0.018%
5/8/2025Davis R M Inc.5,902$720K0.0%-4.8%0.001%
5/8/2025Roble Belko & Company Inc62,117$7.58M1.2%+0.2%0.012%
5/8/2025Arkadios Wealth Advisors24,846$3.03M0.1%+127.1%0.005%
5/7/2025NYL Investors LLC33,994$4.15M0.3%-9.6%0.006%
5/7/2025Vantage Financial Partners LLC437,222$53.35M13.3%+0.4%0.083%
5/7/2025Nemes Rush Group LLC9,281$1.13M0.1%+18.8%0.002%
5/7/2025FourThought Financial Partners LLC9,796$1.20M0.1%-26.1%0.002%
5/7/2025BlueStem Wealth Partners LLC13,568$1.66M0.2%+1.9%0.003%
5/7/2025Nvwm LLC1,735$212K0.1%-31.6%0.000%
5/6/2025Forbes J M & Co. LLP58,058$7.08M0.7%+0.6%0.011%
5/6/2025Regency Capital Management Inc. DE10,685$1.30M0.8%+4.4%0.002%
5/6/2025Winch Advisory Services LLC412$50K0.0%N/A0.000%
5/5/2025Crestwood Advisors Group LLC407,248$49.69M0.9%+2.6%0.077%
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5/5/2025Millstone Evans Group LLC1,305$159K0.1%+50.2%0.000%
5/5/2025Blue Bell Private Wealth Management LLC4,838$590K0.1%+8.3%0.001%
5/5/2025Atlantic Union Bankshares Corp1,700$207K0.0%-5.6%0.000%
5/5/2025Hollencrest Capital Management57,062$6.96M0.3%+6.4%0.011%
5/2/2025Forte Capital LLC ADV6,538$798K0.1%+95.4%0.001%
5/2/2025Graypoint LLC8,627$1.05M0.1%+3.8%0.002%
5/2/2025Cable Hill Partners LLC9,034$1.09M0.1%-35.2%0.002%
5/2/2025Whittier Trust Co.2,947$360K0.0%-3.7%0.001%
5/2/2025Graybill Wealth Management LTD.853$104K0.0%N/A0.000%
5/2/2025Pioneer Trust Bank N A OR11,750$1.43M0.4%-0.7%0.002%
5/1/2025Schechter Investment Advisors LLC15,184$1.85M0.2%+63.6%0.003%
5/1/2025Sentinel Trust Co. LBA1,817,069$221.70M26.2%+0.6%0.343%
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%
4/29/2025TD Private Client Wealth LLC19,384$2.37M0.1%+17.6%0.004%
4/29/2025Capital & Planning LLC44,344$5.41M4.0%-10.4%0.008%
4/29/2025Bank of New York Mellon Corp164,324$20.05M0.0%-7.8%0.031%
4/29/2025Wayfinding Financial LLC1,208$147K0.1%N/A0.000%
4/29/2025von Borstel & Associates Inc.456$55K0.0%N/A0.000%
4/29/2025Columbia River Financial Group LLC367$44K0.0%N/A0.000%
4/29/2025Strategic Blueprint LLC28,824$3.52M0.2%+192.4%0.005%
4/28/2025Rosenberg Matthew Hamilton14,059$1.72M0.4%-3.3%0.003%
4/28/2025First Horizon Advisors Inc.4,079$498K0.0%-10.2%0.001%
4/28/2025Arlington Trust Co LLC4,975$607K0.1%+46.5%0.001%
4/28/2025Rossby Financial LCC482$58K0.0%N/A0.000%
4/28/2025Salomon & Ludwin LLC6,393$780K0.1%+23.1%0.001%
4/25/2025Westside Investment Management Inc.12,845$1.57M0.3%-5.3%0.002%
4/25/2025MorganRosel Wealth Management LLC67,984$8.30M2.5%-0.2%0.013%
4/24/2025Golden State Wealth Management LLC5,062$618K0.1%-1.9%0.001%
4/24/2025Sunbelt Securities Inc.25,528$3.12M0.3%-29.7%0.005%
4/24/2025Crescent Grove Advisors LLC93,360$11.39M1.2%-7.8%0.018%
4/24/2025Tsfg LLC46,341$5.65M1.2%+0.7%0.009%
4/24/2025Jaffetilchin Investment Partners LLC682,543$83.28M6.0%-0.3%0.129%
4/24/2025Klaas Financial Asset Advisors LLC1,186,328$144.74M25.0%0.0%0.224%
4/24/2025Bartlett & CO. Wealth Management LLC6,749$823K0.0%-5.9%0.001%
4/24/2025Transcend Capital Advisors LLC8,587$1.05M0.1%+18.4%0.002%
4/23/2025Western Wealth Management LLC34,629$4.23M0.3%-0.8%0.007%
4/23/2025Pinnacle Bancorp Inc.1,498$183K0.1%+17.9%0.000%
4/23/2025Golden State Wealth Management LLC10,119$1.24M0.1%+96.1%0.002%
4/23/2025Bessemer Group Inc.28,165$3.44M0.0%-0.4%0.005%
4/22/2025Diversified Portfolios Inc.42,397$5.17M0.5%+31.0%0.008%
4/22/2025Tanglewood Legacy Advisors LLC10,312$1.26M0.6%+2.1%0.002%
4/22/2025VERITY Wealth Advisors4,282$522K0.4%-2.9%0.001%
4/22/2025Appleton Partners Inc. MA2,891$353K0.0%N/A0.001%
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4/21/2025ORG Partners LLC1,970$241K0.1%-97.8%0.000%
4/21/2025True Link Financial Advisors LLC960,247$117.16M8.7%+3.3%0.181%
4/21/2025OLD Second National Bank of Aurora2,492$304K0.1%+18.8%0.000%
4/21/2025Norris Perne & French LLP MI3,265$398K0.0%-21.7%0.001%
4/21/2025ORG Wealth Partners LLC301$37K0.0%N/A0.000%
4/21/2025Heartwood Wealth Advisors LLC2,761$337K0.0%-8.1%0.001%
4/21/2025Kingswood Wealth Advisors LLC4,269$521K0.0%-18.7%0.001%
4/21/2025Essex Savings Bank16,830$2.05M0.5%+9.2%0.003%
4/21/2025MN Wealth Advisors LLC11,266$1.38M0.8%+37.6%0.002%
4/18/2025GSB Wealth Management LLC16,646$2.03M0.5%+2.2%0.003%
(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 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 258 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), 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 5,762,649 shares in the last 24 months. This purchase volume represents approximately $716.61M in transactions.

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

Of the 128 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 ($434.74K), Partners Capital Investment Group LLP ($373.29K), SVB Wealth LLC ($240.50K), Rock Creek Group LP ($164.31K), Prime Capital Investment Advisors LLC ($145.84K), Ameriprise Financial Inc. ($111.15K), and ORG Partners LLC ($87.30K).

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

Institutional investors have sold a total of 2,305,824 shares in the last 24 months. This volume of shares sold represents approximately $285.31M in transactions.


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This page (NYSEARCA:ITOT) was last updated on 7/3/2025 by MarketBeat.com Staff
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