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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
$164.99 +1.40 (+0.86%)
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)
190
Total
Institutional Inflows
(last 12 months)
$808.43M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$736.15M
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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
7/9/2026Valeo Financial Advisors LLC23,253$3.82M0.1%+66.5%0.004%
7/8/2026Finley Financial LLC10,670$1.75M0.7%-5.9%0.002%
7/8/2026Mallini Complete Financial Planning LLC4,157$683K0.5%N/A0.001%
7/7/2026 Harbor Investment Advisory LLC4,978$818K0.1%-8.3%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.34,851$5.73M0.5%N/A0.006%
7/7/2026 Arlington Trust Co LLC4,201$690K0.1%+11.3%0.001%
7/7/2026 CoreCap Advisors LLC4,407$724K0.0%+23.1%0.001%
7/6/2026 MJT & Associates Financial Advisory Group Inc.196,157$32.22M21.3%-2.9%0.034%
7/2/2026 KERR FINANCIAL PLANNING Corp5,818$956K1.1%-1.3%0.001%
6/24/2026Basecamp Wealth Advisors LLC2,048$292K0.1%N/A0.000%
6/4/2026Evansbrook LLC99,903$14.23M9.5%+2.2%0.018%
6/3/2026Parallel Advisors LLC1,141,392$162.57M2.9%-51.5%0.202%
5/19/2026Arkadios Wealth Advisors92,014$13.11M0.2%-4.2%0.016%
5/18/2026Sunbelt Securities Inc.42,279$6.02M0.4%+7.4%0.007%
5/18/2026Reliant Wealth Planning255,733$36.42M11.0%-2.6%0.045%
5/8/2026JMG Financial Group Ltd.3,608$514K0.0%+51.9%0.001%
5/7/2026Basepoint Wealth LLC448$64K0.0%-12.7%0.000%
5/7/2026Hollencrest Capital Management55,719$7.94M0.3%+5.2%0.010%
5/7/2026Symphony Financial Services Inc.29,434$4.19M2.2%+3.2%0.005%
5/7/2026Parallel Advisors LLC1,141,392$162.57M2.8%-51.5%0.202%
5/7/2026Sentinel Trust Co. LBA1,803,511$256.87M25.5%+1.6%0.319%
5/7/2026Finhabits Advisors LLC139,046$19.80M18.3%+5.1%0.025%
5/7/2026Crescent Grove Advisors LLC80,823$11.51M1.1%-3.7%0.014%
5/6/2026Bartlett & CO. Wealth Management LLC5,835$917K0.0%-1.4%0.001%
5/6/2026Heartland Bank & Trust Co2,247$320K0.1%N/A0.000%
5/6/2026Zhang Financial LLC1,181,952$168.35M5.8%+12.4%0.209%
5/6/2026Main Street Group LTD417$59K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.3,806$542K0.0%-86.5%0.001%
5/5/2026Bank of New York Mellon Corp215,665$30.72M0.0%+18.5%0.038%
5/4/2026Archer Investment Corp17,377$2.48M0.5%+2.5%0.003%
5/4/2026Nadler Financial Group Inc.2,372$338K0.0%N/A0.000%
5/2/2026Anchor Investment Management LLC1,587$226K0.0%+42.7%0.000%
5/1/2026American Trust4,332$617K0.1%-11.4%0.001%
5/1/2026Manning & Napier Advisors LLC8,024$1.11M0.0%+143.3%0.001%
4/30/2026First National Bank & Trust Co. of Newtown19,130$2.73M0.6%-4.0%0.003%
4/30/2026Beacon Financial Group124,398$17.72M1.8%+6.2%0.022%
4/30/2026Ibex Wealth Advisors6,717$957K0.1%N/A0.001%
4/30/2026Capital Planning LLC42,528$6.06M2.0%-4.1%0.008%
4/30/2026Your Advocates Ltd. LLP727$104K0.0%-16.7%0.000%
4/29/2026 KERR FINANCIAL PLANNING Corp5,893$916K1.2%+17.7%0.001%
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4/28/2026Appleton Partners Inc. MA2,354$335K0.0%-9.8%0.000%
4/28/2026Bogart Wealth LLC14,797$2.11M0.1%+0.9%0.003%
4/28/2026DGS Capital Management LLC6,217$885K0.1%+198.2%0.001%
4/28/2026Ascentis Independent Advisors2,774$395K0.0%N/A0.000%
4/28/2026GM Advisory Group LLC377,781$53.81M2.1%+11.1%0.067%
4/28/2026Tanglewood Legacy Advisors LLC10,608$1.51M0.5%+2.0%0.002%
4/28/2026Turn8 Private Wealth Inc.2,904$414K0.3%+31.6%0.001%
4/25/2026Boston Trust Walden Corp7,368$1.05M0.0%+10.5%0.001%
4/24/2026Root Financial Partners LLC4,123$587K0.0%+102.2%0.001%
4/24/2026Financial Life Planners205$29K0.0%N/A0.000%
4/24/2026 Harbor Investment Advisory LLC5,428$773K0.1%-13.2%0.001%
4/23/2026North Star Investment Management Corp.2,098$299K0.0%+110.2%0.000%
4/23/2026Pinnacle Bancorp Inc.1,624$231K0.1%+18.5%0.000%
4/23/2026Vicus Capital3,277$467K0.0%-26.9%0.001%
4/22/2026Janney Montgomery Scott LLC144,059$20.52M0.1%+10.3%0.026%
4/22/2026Venturi Wealth Management LLC18,333$2.61M0.1%+2.2%0.003%
4/21/2026OLD Second National Bank of Aurora2,651$378K0.1%+13.5%0.000%
4/21/2026Davidson Trust Co.2,593$369K0.2%N/A0.000%
4/21/2026Fiduciary Alliance LLC17,472$2.68M0.2%-25.0%0.003%
4/20/2026Provenance Wealth Advisors LLC1,510,211$215.10M22.8%-6.0%0.268%
4/17/2026AdvisorNet Financial Inc20,731$2.95M0.2%+1.5%0.004%
4/17/2026SVB Wealth LLC8,033$1.14M0.1%-74.7%0.001%
4/17/2026Roble Belko & Company Inc68,365$9.74M1.2%-0.9%0.012%
4/16/2026Forbes J M & Co. LLP56,510$8.05M0.7%+0.7%0.010%
4/16/2026Montecito Bank & Trust28,983$4.13M0.7%-8.4%0.005%
4/15/2026Nations Financial Group Inc. IA ADV51,701$7.36M0.4%+2.4%0.009%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management777$116K0.1%N/A0.000%
2/24/2026DGS Capital Management LLC2,085$310K0.1%+4.0%0.000%
2/20/2026Sunbelt Securities Inc.39,363$5.85M0.4%-2.8%0.007%
2/19/2026Evansbrook LLC97,800$14.54M9.7%N/A0.018%
2/18/2026Ameriflex Group Inc.407$61K0.0%+682.7%0.000%
2/18/2026First Commonwealth Financial Corp PA 2,572$382K0.1%-10.6%0.000%
2/18/2026Virtue Capital Management LLC29,290$4.37M0.1%+1,299.4%0.005%
2/18/2026NewEdge Advisors LLC196,426$29.21M0.1%+2.7%0.036%
2/18/2026Tudor Investment Corp ET AL78,605$11.69M0.0%+199.1%0.014%
2/18/2026IHT Wealth Management LLC25,256$3.76M0.1%+26.7%0.005%
2/18/2026Aureus Asset Management LLC2,562$381K0.0%-22.9%0.000%
2/18/2026Basso Capital Management L.P.3,312$492K0.3%N/A0.001%
2/18/2026Align Financial LLC725,607$107.89M0.5%N/A0.133%
2/18/2026American Trust4,891$727K0.1%+9.9%0.001%
2/17/2026Advisory Services Network LLC233,034$34.65M0.5%+12.7%0.043%
2/17/2026Russell Investments Group Ltd.6,805$1.01M0.0%-2.1%0.001%
2/17/2026Captrust Financial Advisors1,506,277$223.97M0.4%+434.4%0.275%
2/17/2026Hurley Capital LLC578$86K0.0%+36.3%0.000%
2/16/2026Parker Investment Management LLC1,372$204K0.0%N/A0.000%
2/16/2026LM Advisors LLC281$42K0.0%-85.1%0.000%
2/16/2026Cornerstone Financial Management LLC4,000$595K0.6%N/A0.001%
2/13/2026GM Advisory Group LLC340,182$50.58M2.0%+19.3%0.062%
2/13/2026Wilkerson Advisory Group LLC292$43K0.0%N/A0.000%
2/13/2026Arkadios Wealth Advisors96,032$14.28M0.3%-5.2%0.018%
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2/13/2026MorganRosel Wealth Management LLC62,034$9.22M2.3%-4.9%0.011%
2/13/2026Integrated Wealth Concepts LLC196,219$29.18M0.3%-2.4%0.036%
2/13/2026Golden State Wealth Management LLC4,831$718K0.1%+5.1%0.001%
2/13/2026Klingenstein Fields & Co. LP4,289$638K0.0%-25.5%0.001%
2/12/2026Davis R M Inc.5,827$866K0.0%-1.3%0.001%
2/12/2026Rossby Financial LCC725$108K0.0%-16.5%0.000%
2/12/2026Hollencrest Capital Management52,959$7.87M0.3%+14.9%0.010%
2/12/2026Reliant Wealth Planning262,486$39.03M12.2%-1.2%0.048%
2/12/2026Virtue Capital Management LLC37,992$5.65M0.2%+28.7%0.007%
2/12/2026Correct Capital Wealth Management38,764$5.76M1.1%+49.7%0.007%


ITOT Institutional Ownership - Frequently Asked Questions

During the previous two years, 348 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 291 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 5,543,885 shares in the last 24 months. This purchase volume represents approximately $808.43M in transactions.

Of the 133 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 ($2.71M), 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 5,177,512 shares in the last 24 months. This volume of shares sold represents approximately $736.15M in transactions.


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This page (NYSEARCA:ITOT) was last updated on 7/9/2026 by MarketBeat.com Staff.
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