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

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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)
146
Total
Institutional Inflows
(last 12 months)
$385.96M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$667.84M
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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
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%
5/7/2024 Regency Capital Management Inc. DE10,996$1.27M0.8%-16.7%0.002%
5/4/2024 Vista Capital Partners Inc.4,520$521K0.1%-2.6%0.001%
5/3/2024 Whittier 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%
5/2/2024 Haverford Trust Co2,660$307K0.0%-9.5%0.001%
5/2/2024 Vantage Financial Partners LLC418,723$48.28M13.0%+1.1%0.089%
5/2/2024 Hollencrest 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%
5/1/2024 Avior Wealth Management LLC27,179$3.13M0.1%+317.0%0.006%
4/30/2024 West 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%
4/30/2024 JMG Financial Group Ltd.2,376$274K0.0%-13.5%0.001%
4/30/2024 Arkadios Wealth Advisors1,843$212K0.0%N/A0.000%
4/29/2024 Greenleaf Trust118,308$13.64M0.1%+0.1%0.025%
4/29/2024 Crescent 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%
4/26/2024 YHB Investment Advisors Inc.360$42K0.0%N/A0.000%
4/26/2024 Pioneer Trust Bank N A OR14,220$1.64M0.5%-11.1%0.003%
4/25/2024 Klaas 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%
4/25/2024 Summit 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%
4/24/2024 Blue Bell Private Wealth Management LLC5,122$591K0.1%-25.7%0.001%
4/24/2024 Essex Financial Services Inc.75,498$8.71M0.8%+49.5%0.016%
4/23/2024 Wetzel Investment Advisors Inc.5,468$600K0.3%+5.1%0.001%
4/23/2024 Nations 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%
4/23/2024 Strategic Blueprint LLC6,610$762K0.1%+11.1%0.001%
4/22/2024 Confluence 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%
4/19/2024 True Link Financial Advisors LLC850,891$98.11M9.4%+1.2%0.181%
4/19/2024 Valeo Financial Advisors LLC16,754$1.93M0.0%-14.6%0.004%
4/18/2024 Fifth Third Securities Inc.72,667$8.38M0.8%-2.4%0.015%
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4/17/2024 Fiduciary Alliance LLC19,778$2.28M0.4%+1.3%0.004%
4/17/2024 Gibson Capital LLC6,263$722K0.2%-1.9%0.001%
4/17/2024 Private Ocean LLC765$88K0.0%-53.4%0.000%
4/17/2024 Vicus Capital8,113$935K0.1%-1.8%0.002%
4/16/2024 Independence Bank of Kentucky1,286$148K0.0%-7.9%0.000%
4/16/2024 Financial Management Professionals Inc.59,139$6.82M1.0%-10.5%0.013%
4/16/2024 Tsfg LLC45,814$5.28M1.3%-21.0%0.010%
4/16/2024 Atlantic Union Bankshares Corp1,800$208K0.0%N/A0.000%
4/15/2024 Sunbelt Securities Inc.31,271$3.61M0.4%-6.5%0.007%
4/15/2024 Kingswood Wealth Advisors LLC2,526$291K0.0%-21.2%0.001%
4/13/2024 Gleason Group Inc.148,033$17.07M3.6%-0.4%0.032%
4/13/2024 Parkside Investments LLC14,519$1.67M0.3%-4.4%0.003%
4/12/2024 Capital Planning LLC47,725$5.50M1.8%+10.2%0.010%
4/12/2024 AdvisorNet Financial Inc21,170$2.44M0.2%-59.4%0.005%
4/11/2024 Roble Belko & Company Inc62,104$7.16M1.2%+0.5%0.014%
4/11/2024 Forbes J M & Co. LLP58,176$6.71M0.7%+0.6%0.013%
4/9/2024 Montecito Bank & Trust30,839$3.56M0.7%+4.9%0.007%
4/9/2024 Lynch & Associates IN57,305$6.61M1.5%+1.1%0.013%
4/9/2024 Massmutual Trust Co. FSB ADV1,537$177K0.0%+61.8%0.000%
4/9/2024 Ferguson Wellman Capital Management Inc.44,276$5.11M0.1%+0.6%0.010%
4/8/2024 Evensky & Katz LLC1,202,131$138.61M9.8%+4.8%0.263%
4/5/2024 First Hawaiian Bank104,394$12.04M0.4%-6.0%0.023%
4/5/2024 GAMMA Investing LLC1,400$161K0.0%+1,300.0%0.000%
4/5/2024 NBC Securities Inc.2,614$311K0.0%-5.3%0.001%
4/5/2024 VERITY Wealth Advisors4,861$560K0.4%+24.4%0.001%
4/4/2024 Cullen Investment Group LTD.4,360$498K0.1%+12.7%0.001%
4/2/2024 Heartwood Wealth Advisors LLC3,003$346K0.0%-4.0%0.001%
3/8/2024ICA Group Wealth Management LLC461$48K0.0%N/A0.000%
3/5/2024Fisher Asset Management LLC3,568$376K0.0%N/A0.001%
2/21/2024American Trust2,686$283K0.0%-67.8%0.001%
2/20/2024Able Wealth Management LLC21,865$2.30M2.1%N/A0.005%
2/14/2024 Gibson Capital LLC6,382$672K0.2%-2.4%0.001%
2/14/2024Icon Wealth Advisors LLC13,788$1.45M0.2%N/A0.003%
2/14/2024Connectus Wealth LLC35,339$3.72M0.1%-5.4%0.008%
2/14/2024Sentinel Trust Co. LBA1,929,418$203.03M26.7%-4.0%0.422%
2/14/2024Vantage Financial Partners Ltd. Inc.116,877$12.30M3.7%N/A0.026%
2/14/2024Vermillion & White Wealth Management Group LLC324$34K0.0%N/A0.000%
2/13/2024Fairview Capital Investment Management LLC60,625$6.38M0.4%+2.2%0.013%
2/13/2024Jones Financial Companies Lllp73,020$7.68M0.0%+1.8%0.016%
2/13/2024Rock Creek Group LP1,534,992$159.25M17.2%+1.7%0.335%
2/12/2024Partners Capital Investment Group LLP485,460$51.09M1.1%+48.9%0.106%
2/12/2024Brown Brothers Harriman & Co.3,700$389K0.0%-14.1%0.001%
2/12/2024NYL Investors LLC36,994$3.89M0.2%+42.9%0.008%
2/12/2024 Parallel Advisors LLC3,432,578$361.21M10.7%+0.7%0.750%
2/12/2024Heritage Wealth Advisors535,684$56.37M2.8%-2.2%0.117%
2/9/2024 Nations Financial Group Inc. IA ADV44,470$4.68M0.4%+5.0%0.010%
2/9/2024HCR Wealth Advisors6,747$710K0.1%+5.1%0.001%
2/9/2024Allstate Corp155,106$16.32M1.1%-8.3%0.034%
2/9/2024EverSource Wealth Advisors LLC15,268$1.61M0.1%+2,358.6%0.003%
2/9/2024Keystone Financial Group37,170$3.91M0.7%-83.1%0.008%
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2/8/2024 Janney Montgomery Scott LLC108,672$11.44M0.0%+3.4%0.024%
2/8/2024King Wealth Management Group103,220$10.86M2.1%+8.7%0.023%
2/7/2024Johnson Investment Counsel Inc.34,870$3.67M0.0%+8.7%0.008%
2/6/2024Cullen Frost Bankers Inc.3,638$383K0.0%-4.1%0.001%
2/6/2024Rollins Financial98,192$10.33M2.2%-3.3%0.021%
2/6/2024FourThought Financial Partners LLC13,494$1.42M0.2%+1.9%0.003%
2/6/2024Forte Capital LLC ADV2,549$268K0.0%-48.8%0.001%
2/6/2024Legacy Financial Advisors Inc.234,369$24.66M4.8%-63.5%0.051%
2/6/2024Eldridge Investment Advisors Inc.292,044$30.73M8.1%+4.0%0.064%
2/6/2024 Natixis Advisors L.P.16,271$1.71M0.0%+8.6%0.004%
(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, 310 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 ($138.61M).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 260 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 ($705.72K), JPMorgan Chase & Co. ($690.53K), Evensky & Katz LLC ($623.53K), and True Link Financial Advisors LLC ($526.44K).

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

Institutional investors have bought a total of 15,586,267 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

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

Of the 187 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 ($802.06K), American Trust ($703.04K), Rock Creek Group LP ($463.18K), Parallel Advisors LLC ($446.97K), and Aaron Wealth Advisors LLC ($415.14K).

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

Institutional investors have sold a total of 11,813,344 shares in the last 24 months. This volume of shares sold represents approximately $1.09B in transactions.


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This page (NYSEARCA:ITOT) was last updated on 5/9/2024 by MarketBeat.com Staff

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