Free Trial

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

$119.77
+1.42 (+1.20%)
(As of 07/26/2024 ET)

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)
147
Total
Institutional Inflows
(last 12 months)
$375.27M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$355.08M
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
7/26/2024West Bancorporation Inc.4,180$496K0.4%-9.5%0.001%
7/26/2024Evensky & Katz LLC1,261,732$149.87M10.4%+5.0%0.268%
7/26/2024Independent Order of Foresters549,619$65.28M40.3%+2.6%0.117%
7/26/2024Pioneer Trust Bank N A OR13,615$1.62M0.4%-4.3%0.003%
7/26/2024 Bank of New York Mellon Corp161,970$19.24M0.0%+13.0%0.034%
7/26/2024 Salomon & Ludwin LLC4,687$557K0.1%-16.3%0.001%
7/25/2024 Kanawha Capital Management LLC2,993$356K0.0%+43.0%0.001%
7/25/2024 RFP Financial Group LLC23,261$2.76M1.0%+5.9%0.005%
7/24/2024 Planned Solutions Inc.144,182$17.13M8.3%-1.2%0.031%
7/24/2024 MN Wealth Advisors LLC8,989$1.07M0.6%+2.7%0.002%
7/23/2024 PSI Advisors LLC474$56K0.0%-32.2%0.000%
7/23/2024 Vicus Capital7,976$947K0.1%-1.7%0.002%
7/23/2024 Diversified Portfolios Inc.25,129$2.99M0.4%+3.7%0.005%
7/23/2024Crescent Grove Advisors LLC107,773$12.80M1.4%-22.0%0.023%
7/22/2024 Summit Global Investments17,166$2.04M0.1%-1.7%0.004%
7/22/2024Sanibel Captiva Trust Company Inc.4,511$536K0.0%+16.1%0.001%
7/20/2024 First Horizon Advisors Inc.8,430$1.00M0.0%+8.5%0.002%
7/20/2024 Sara Bay Financial2,483$295K0.1%N/A0.001%
7/20/2024 Zhang Financial LLC687,572$81.67M5.7%-0.3%0.146%
7/19/2024 Oakworth Capital Inc.9,066$1.08M0.1%+17.0%0.002%
7/17/2024 Westside Investment Management Inc.13,420$1.59M0.4%+7.2%0.003%
7/17/2024 Montecito Bank & Trust31,608$3.75M0.8%+2.5%0.007%
7/17/2024 First PREMIER Bank736$87K0.0%-10.5%0.000%
7/17/2024 Cigna Investments Inc. New266,532$31.66M5.9%-2.5%0.057%
7/17/2024 AdvisorNet Financial Inc20,196$2.40M0.2%-4.6%0.004%
7/16/2024 Tsfg LLC45,385$5.39M1.3%-0.9%0.010%
7/16/2024 GPS Wealth Strategies Group LLC601$71K0.0%+157.9%0.000%
7/16/2024 ORG Partners LLC69,061$8.22M1.0%N/A0.015%
7/16/2024 Ferguson Wellman Capital Management Inc.44,184$5.25M0.1%-0.2%0.009%
7/16/2024 Burke & Herbert Bank & Trust Co.2,220$264K0.1%N/A0.000%
7/15/2024 Gibson Capital LLC5,757$684K0.2%-8.1%0.001%
7/15/2024 Fifth Third Securities Inc.66,194$7.86M0.7%-8.9%0.014%
7/15/2024 ETF Portfolio Partners Inc.108,631$12.90M4.0%-4.9%0.023%
7/12/2024 Gleason Group Inc.150,394$17.86M3.6%+1.6%0.032%
7/12/2024 True Link Financial Advisors LLC859,016$102.03M9.5%+1.0%0.182%
7/12/2024 Capital Planning LLC50,473$6.00M1.8%+5.8%0.011%
7/10/2024Fiduciary Alliance LLC20,840$2.49M0.4%+5.4%0.004%
7/10/2024 Praetorian Wealth Management Inc.1,920$228K0.1%N/A0.000%
7/9/2024 Kingswood Wealth Advisors LLC3,710$441K0.0%+46.9%0.001%
7/9/2024 Trust Co. of Vermont303$36K0.0%+89.4%0.000%
Man Who Called Nvidia at $1.10 Says Buy This Now... (Ad)

In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new company could become the next to soar like Nvidia.

Watch Alex's "Next Magnificent Seven" presentation now.
7/8/2024 Sugarloaf Wealth Management LLC9,922$1.18M0.2%-11.6%0.002%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.335$40K0.0%N/A0.000%
7/2/2024 Massmutual Trust Co. FSB ADV950$113K0.0%-38.2%0.000%
7/2/2024 Transcend Capital Advisors LLC7,466$887K0.1%+40.5%0.002%
7/1/2024 Cullen Investment Group LTD.4,841$575K0.1%+11.0%0.001%
6/11/2024American Trust2,908$335K0.0%+8.3%0.001%
6/11/2024EverSource Wealth Advisors LLC2,497$275K0.0%-83.6%0.001%
5/21/2024LRI Investments LLC1,250$144K0.0%N/A0.000%
5/17/2024Comerica Bank126,499$14.59M0.1%-1.8%0.027%
5/16/2024Captrust Financial Advisors289,915$33.43M0.1%-3.3%0.062%
5/15/2024SVB Wealth LLC463,463$53.44M1.2%+20.5%0.098%
5/15/2024Fairview Capital Investment Management LLC51,240$5.91M0.3%-15.5%0.011%
5/15/2024LRI Investments LLC1,250$143K0.0%N/A0.000%
5/15/2024Stonebridge Capital Advisors LLC5,654$652K0.1%-1.7%0.001%
5/14/2024InterOcean Capital Group LLC14,481$1.67M0.0%-2.6%0.003%
5/13/2024Bessemer Group Inc.28,149$3.25M0.0%-3.2%0.006%
5/11/2024Lcnb Corp33,500$3.86M1.4%-4.0%0.007%
5/11/2024Davis R M Inc.5,300$611K0.0%-2.8%0.001%
5/11/2024NYL Investors LLC33,994$3.92M0.1%-8.1%0.007%
5/10/2024Allstate Corp244,894$28.24M2.0%+57.9%0.052%
5/10/2024TIAA Trust National Association21,608$2.49M0.0%+1.2%0.005%
5/10/20241ST Source Bank2,034$235K0.0%N/A0.000%
5/9/2024 RFP Financial Group LLC21,971$2.53M1.0%+6.1%0.005%
5/8/2024Cozad Asset Management Inc.1,835$212K0.0%N/A0.000%
5/8/2024Heritage Wealth Advisors535,203$61.71M2.2%-0.1%0.114%
5/7/2024Regency Capital Management Inc. DE10,996$1.27M0.8%-16.7%0.002%
5/4/2024Vista Capital Partners Inc.4,520$521K0.1%-2.6%0.001%
5/3/2024Whittier Trust Co. of Nevada Inc.5,201$600K0.0%-16.5%0.001%
5/2/2024 Salomon & Ludwin LLC5,598$645K0.1%-10.1%0.001%
5/2/2024Haverford Trust Co2,660$307K0.0%-9.5%0.001%
5/2/2024Vantage Financial Partners LLC418,723$48.28M13.0%+1.1%0.089%
5/2/2024Hollencrest Capital Management65,266$7.53M0.3%-3.0%0.014%
5/1/2024 Janney Montgomery Scott LLC106,091$12.23M0.0%-2.4%0.023%
5/1/2024Avior Wealth Management LLC27,179$3.13M0.1%+317.0%0.006%
4/30/2024West Bancorporation Inc.4,619$533K0.4%+2.9%0.001%
4/30/2024 MN Wealth Advisors LLC8,755$1.01M0.6%-26.6%0.002%
4/30/2024JMG Financial Group Ltd.2,376$274K0.0%-13.5%0.001%
4/30/2024Arkadios Wealth Advisors1,843$212K0.0%N/A0.000%
4/29/2024 Greenleaf Trust118,308$13.64M0.1%+0.1%0.025%
4/29/2024Crescent Grove Advisors LLC138,252$15.94M1.7%+0.7%0.029%
4/29/2024 First National Bank & Trust Co. of Newtown20,745$2.39M0.5%+0.9%0.004%
4/26/2024 Planned Solutions Inc.145,968$16.83M8.3%-1.3%0.031%
4/26/2024YHB Investment Advisors Inc.360$42K0.0%N/A0.000%
4/26/2024Pioneer Trust Bank N A OR14,220$1.64M0.5%-11.1%0.003%
4/25/2024Klaas Financial Asset Advisors LLC957,947$110.45M22.0%-1.2%0.204%
4/25/2024 Valeo Financial Advisors LLC16,911$1.88M0.1%-13.8%0.004%
4/25/2024Summit Financial LLC60,596$6.99M0.4%+0.2%0.013%
4/24/2024 Private Trust Co. NA30,319$3.50M0.4%+0.5%0.006%
4/24/2024 Zhang Financial LLC689,437$79.49M5.9%-0.7%0.147%
4/24/2024Blue Bell Private Wealth Management LLC5,122$591K0.1%-25.7%0.001%
Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
4/24/2024Essex Financial Services Inc.75,498$8.71M0.8%+49.5%0.016%
4/23/2024Wetzel Investment Advisors Inc.5,468$600K0.3%+5.1%0.001%
4/23/2024Nations Financial Group Inc. IA ADV46,521$5.36M0.5%+4.6%0.010%
4/23/2024 Sugarloaf Wealth Management LLC11,226$1.29M0.2%-2.0%0.002%
4/23/2024 Cigna Investments Inc. New273,332$31.52M5.9%-6.0%0.058%
4/23/2024Strategic Blueprint LLC6,610$762K0.1%+11.1%0.001%
4/22/2024Confluence Wealth Services Inc.2,335$269K0.0%N/A0.000%
4/22/2024 Oakworth Capital Inc.7,748$893K0.1%+103.8%0.002%
4/22/2024Ashton Thomas Private Wealth LLC32,541$3.75M0.2%+2.0%0.007%
4/19/2024 Westside Investment Management Inc.12,517$1.44M0.3%+1.0%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, 304 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 ($361.21M), UBS Asset Management Americas Inc. ($323.90M), Sentinel Trust Co. LBA ($203.03M), Ameriprise Financial Inc. ($179.62M), TD Capital Management LLC ($164.11M), Rock Creek Group LP ($159.25M), and Evensky & Katz LLC ($149.87M).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 251 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: UBS Asset Management Americas Inc. ($4.07M), Rock Creek Group LP ($1.15M), Allstate Investment Management Co. ($887.61K), American Trust ($705.94K), JPMorgan Chase & Co. ($690.53K), Evensky & Katz LLC ($664.84K), and True Link Financial Advisors LLC ($534.56K).

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

Institutional investors have bought a total of 14,341,364 shares in the last 24 months. This purchase volume represents approximately $1.27B in transactions.

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

Of the 177 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 ($3.87M), Sowell Financial Services LLC ($1.58M), Allstate Corp ($732.51K), American Trust ($703.04K), Parallel Advisors LLC ($446.97K), Legacy Financial Advisors Inc. ($409.01K), and Sentinel Trust Co. LBA ($266.70K).

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

Institutional investors have sold a total of 10,581,904 shares in the last 24 months. This volume of shares sold represents approximately $975.32M in transactions.


This page (NYSEARCA:ITOT) was last updated on 7/27/2024 by MarketBeat.com Staff

From Our Partners