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S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Closing prices for crude oil, gold and other commodities
Biden To Unleash "Choke Point" Operation On America? (Ad)
MarketBeat Week in Review – 3/20 - 3/24
Germany, EU reach agreement in combustion engine row
Biden To Unleash "Choke Point" Operation On America? (Ad)
Bank failures and rescue test Yellen's decades of experience
Intel co-founder, philanthropist Gordon Moore dies at 94
The gold catalyst we’ve waited for (Ad)
'What can we do?': Millions in African countries need power
Judge rules online archive's book service violated copyright
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Closing prices for crude oil, gold and other commodities
Biden To Unleash "Choke Point" Operation On America? (Ad)
MarketBeat Week in Review – 3/20 - 3/24
Germany, EU reach agreement in combustion engine row
Biden To Unleash "Choke Point" Operation On America? (Ad)
Bank failures and rescue test Yellen's decades of experience
Intel co-founder, philanthropist Gordon Moore dies at 94
The gold catalyst we’ve waited for (Ad)
'What can we do?': Millions in African countries need power
Judge rules online archive's book service violated copyright
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Closing prices for crude oil, gold and other commodities
Biden To Unleash "Choke Point" Operation On America? (Ad)
MarketBeat Week in Review – 3/20 - 3/24
Germany, EU reach agreement in combustion engine row
Biden To Unleash "Choke Point" Operation On America? (Ad)
Bank failures and rescue test Yellen's decades of experience
Intel co-founder, philanthropist Gordon Moore dies at 94
The gold catalyst we’ve waited for (Ad)
'What can we do?': Millions in African countries need power
Judge rules online archive's book service violated copyright
NYSEARCA:ITOT

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

$87.36
+0.56 (+0.65%)
(As of 03/24/2023 12:00 AM ET)
Add
Compare
Today's Range
$85.91
$87.36
50-Day Range
$85.50
$93.15
52-Week Range
$77.44
$103.48
Volume
1.71 million shs
Average Volume
1.60 million shs
Market Capitalization
$39.60 billion
Assets Under Management
$39.70 billion
Dividend Yield
1.61%
Net Expense Ratio
0.03%

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)
212
Total
Institutional Inflows
(last 12 months)
$999.92 M
Number of
Institutional Sellers
(last 12 months)
152
Total
Institutional Outflows
(last 12 months)
$458.23 M
Skip Chart & View Institutional Buying and Selling Data

ITOT Institutional Buying and Selling by Quarter

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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
3/6/2023North Star Asset Management Inc.5,773$0.49M0.0%-4.4%0.001%
3/1/2023Smithbridge Asset Management Inc. DE2,400$0.20M0.1%N/A0.001%
2/24/2023Garde Capital Inc.1,212$0.10M0.0%-27.6%0.000%
2/22/2023Kovack Advisors Inc.21,138$1.79M0.3%+6.0%0.005%
2/21/2023Boulder Wealth Advisors LLC1,426$0.12M0.1%N/A0.000%
2/16/2023American Trust705,721$42.77M4.0%N/A0.156%
2/16/2023United Capital Financial Advisers LLC488,260$41.40M0.2%+15.9%0.108%
2/15/2023Retirement Group LLC478$41K0.0%+291.8%0.000%
2/15/2023Sentinus LLC5,740$0.49M0.3%+91.0%0.001%
2/15/2023Captrust Financial Advisors492,126$41.73M0.2%+200.2%0.109%
2/15/2023IHT Wealth Management LLC40,392$3.43M0.2%-25.3%0.009%
2/15/2023Vicus Capital16,798$1.42M0.2%+20.1%0.004%
2/15/2023Stonebridge Capital Advisors LLC5,954$0.51M0.1%-10.5%0.001%
2/15/2023Mosaic Family Wealth Partners LLC9,715$0.82M0.2%N/A0.002%
2/15/2023Financial Freedom LLC121,286$10.29M6.9%N/A0.027%
2/15/2023Allstate Investment Management Co.887,611$75.27M2.3%N/A0.196%
2/15/2023Aureus Asset Management LLC4,573$0.39M0.0%N/A0.001%
2/15/2023Bradley Foster & Sargent Inc. CT8,002$0.68M0.0%-7.1%0.002%
2/14/2023Industrial Alliance Investment Management Inc.6,385$0.54M0.0%-33.8%0.001%
2/14/2023Rex Capital Advisors LLC51,354$4.36M2.9%N/A0.011%
2/13/2023Baird Financial Group Inc.107,364$9.10M0.0%+4.7%0.024%
2/13/2023Wealthcare Advisory Partners LLC79,654$6.76M0.3%+232.8%0.018%
2/13/2023Integrated Wealth Concepts LLC231,469$19.63M0.5%-9.5%0.051%
2/13/2023Tanglewood Legacy Advisors LLC9,411$0.80M0.6%N/A0.002%
2/13/2023Bellwether Advisors LLC3,031$0.26M0.1%-16.8%0.001%
2/13/2023Neuberger Berman Group LLC3,412$0.29M0.0%-9.9%0.001%
2/13/2023Avalon Investment & Advisory29,809$2.53M0.1%-7.3%0.007%
2/13/2023Haverford Trust Co2,659$0.23M0.0%N/A0.001%
2/13/2023Cigna Investments Inc. New355,032$30.11M6.3%-10.2%0.078%
2/13/2023DB Wealth Management Group LLC1,051$89K0.1%-52.9%0.000%
2/13/2023JPMorgan Chase & Co.586,872$49.77M0.0%+678.4%0.129%
2/13/2023Wintrust Investments LLC12,599$1.07M0.1%-6.9%0.003%
2/10/2023Snider Financial Group18,759$1.59M0.9%-2.2%0.004%
2/10/2023First Horizon Advisors Inc.9,889$0.84M0.0%-2.4%0.002%
2/10/2023Fairview Capital Investment Management LLC90,420$7.67M0.5%+149.4%0.020%
2/10/2023CoreCap Advisors LLC8,060$0.68M0.0%+184.3%0.002%
2/10/2023Laffer Tengler Investments484$41K0.0%N/A0.000%
2/10/2023SVB Wealth LLC3,855,123$326.91M4.4%-0.7%0.850%
2/9/2023Yale University6,564$0.56M1.5%N/A0.001%
2/9/2023Brown Brothers Harriman & Co.2,000$0.17M0.0%-12.4%0.000%
2/9/2023OLD Second National Bank of Aurora1,523$0.13M0.0%+23.7%0.000%
2/9/2023Sowell Financial Services LLC20,579$1.75M0.1%+10.9%0.005%
2/9/2023Valeo Financial Advisors LLC19,265$1.63M0.1%+15.3%0.004%
2/9/2023True Link Financial Advisors LLC405,572$34.39M4.7%+11.7%0.089%
2/9/2023King Wealth95,836$8.13M1.9%-0.2%0.021%
2/9/2023MAI Capital Management91,713$7.78M0.1%-20.3%0.020%
2/9/2023Atlantic Union Bankshares Corp2,549$0.22M0.0%-73.2%0.001%
2/9/2023Advisors Preferred LLC404$34K0.0%N/A0.000%
2/8/2023Vantage Financial Partners LLC453,539$38.46M22.9%+13.6%0.100%
2/8/2023Pioneer Trust Bank N A OR18,000$1.53M0.5%-28.0%0.004%
2/8/2023Prime Capital Investment Advisors LLC618,866$52.48M2.0%+2.6%0.137%
2/8/2023Sanford Advisory Services LLC78,866$6.69M1.6%-16.1%0.017%
2/7/2023Connectus Wealth LLC13,449$1.14M0.0%+36.8%0.003%
2/7/2023Nations Financial Group Inc. IA ADV38,415$3.26M0.4%+24.2%0.008%
2/7/2023Keystone Financial Group200,535$17.01M3.4%+4.6%0.044%
2/7/2023Sentinel Trust Co. LBA2,158,271$183.02M28.6%-4.3%0.476%
2/7/2023FourThought Financial Partners LLC13,237$1.12M0.2%N/A0.003%
2/7/2023Hollencrest Capital Management72,869$6.18M0.8%-0.3%0.016%
2/7/2023Vista Capital Partners Inc.9,182$0.78M0.1%-17.8%0.002%
2/7/2023Heritage Wealth Advisors614,042$52.07M3.0%-1.2%0.135%
2/6/2023Bogart Wealth LLC10,478$0.89M0.1%+635.8%0.002%
2/6/2023Rollins Financial112,819$9.57M3.6%-4.5%0.025%
2/6/2023Legacy Financial Advisors Inc.863,509$73.23M15.8%-0.1%0.190%
2/6/2023Parallel Advisors LLC3,198,190$271.21M11.8%-5.0%0.706%
2/3/2023Eldridge Investment Advisors Inc.255,200$21.64M7.6%-1.3%0.056%
2/3/2023Blue Bell Private Wealth Management LLC7,710$0.65M0.2%-13.0%0.002%
2/3/2023Sugarloaf Wealth Management LLC14,360$1.22M0.3%-3.7%0.003%
2/2/2023Summit Investment Advisory Services LLC27,964$2.37M2.9%N/A0.006%
2/2/2023Congress Wealth Management LLC DE 7,273$0.62M0.0%-28.1%0.002%
2/2/2023Silver Oak Securities Incorporated7,612$0.65M0.1%-2.2%0.002%
2/1/2023Capital Directions Investment Advisors LLC4,311$0.37M0.1%N/A0.001%
2/1/2023Red Tortoise LLC7,744$0.66M0.5%N/A0.002%
2/1/2023Creative Financial Designs Inc. ADV1,655$0.14M0.0%+107.4%0.000%
2/1/2023Janney Montgomery Scott LLC116,290$9.86M0.0%+6.6%0.026%
2/1/2023Exchange Capital Management Inc.2,447$0.21M0.0%N/A0.001%
2/1/2023Fifth Third Securities Inc.86,459$7.33M1.0%-6.7%0.019%
1/31/2023Libra Wealth LLC40,029$3.39M0.1%-0.3%0.009%
1/31/2023IFG Advisory LLC2,875$0.24M0.0%-9.4%0.001%
1/31/2023Wedbush Securities Inc.7,567$0.64M0.0%+1.7%0.002%
1/30/2023Moloney Securities Asset Management LLC2,623$0.22M0.0%N/A0.001%
1/30/2023Bernardo Wealth Planning LLC21,965$1.86M0.9%-12.6%0.005%
1/27/2023Regency Capital Management Inc. DE12,523$1.06M1.2%+72.8%0.003%
1/27/2023Capital Planning LLC28,576$2.42M1.1%+7.4%0.006%
1/27/2023Sinecera Capital LLC21,836$2.03M2.2%-1.8%0.005%
1/26/2023Comerica Bank20,880$1.85M0.0%-31.1%0.005%
1/26/2023Strategic Blueprint LLC3,378$0.29M0.0%N/A0.001%
1/26/2023Elm Partners Management LLC488,569$41.43M4.8%-18.9%0.108%
1/26/2023First National Corp MA ADV5,594$0.47M0.1%+7.1%0.001%
1/25/2023Planned Solutions Inc.146,763$12.45M9.1%+2.0%0.032%
1/25/2023Whittier Trust Co. of Nevada Inc.3,482$0.30M0.0%+9.7%0.001%
1/24/2023Harbor Investment Advisory LLC4,853$0.41M0.1%-27.6%0.001%
1/24/2023Diversified Portfolios Inc.6,014$0.51M0.1%-23.3%0.001%
1/24/2023RFP Financial Group LLC25,678$2.18M1.0%N/A0.006%
1/20/2023Montecito Bank & Trust31,794$2.70M0.7%-2.3%0.007%
1/20/2023Miracle Mile Advisors LLC44,979$3.81M0.1%-0.3%0.010%
1/19/2023Asset Dedication LLC110,595$9.37M1.0%-1.4%0.024%
1/19/2023Dougherty Wealth Advisers LLC7,143$0.61M1.0%+5,953.4%0.002%
1/19/2023Tsfg LLC72,019$6.11M2.4%+15.0%0.016%
1/19/2023PSI Advisors LLC342$29K0.0%-82.7%0.000%
1/19/2023Procyon Advisors LLC5,252$0.45M0.1%+68.2%0.001%
(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, 336 institutional investors and hedge funds held shares of iShares Core S&P Total U.S. Stock Market ETF. The most heavily invested institutionals were Boston Private Wealth LLC ($472.91M), SVB Wealth LLC ($326.91M), UBS Asset Management Americas Inc. ($323.90M), Parallel Advisors LLC ($271.21M), Parametric Portfolio Associates LLC ($249.65M), Sentinel Trust Co. LBA ($183.02M), and Rock Creek Group LP ($137.45M).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 287 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), Allstate Investment Management Co. ($0.89M), American Trust ($0.71M), IAM Advisory LLC ($0.66M), JPMorgan Chase & Co. ($0.60M), Zhang Financial LLC ($0.46M), and Vantage Financial Partners LLC ($0.44M).

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

Institutional investors have bought a total of 15,762,709 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

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

Of the 200 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: Parallel Advisors LLC ($3.40M), Sowell Financial Services LLC ($1.59M), Independent Order of Foresters ($0.75M), SVB Wealth LLC ($0.58M), Aaron Wealth Advisors LLC ($0.42M), Boston Private Wealth LLC ($0.40M), and Rock Creek Group LP ($0.37M).

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

Institutional investors have sold a total of 11,961,031 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.

This page (NYSEARCA:ITOT) was last updated on 3/25/2023 by MarketBeat.com Staff