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ITOT Institutional Ownership

iShares Core S&P Total U.S. Stock Market ETF
1W: -0.2% 1M: +0.6% 3M: +1.8% YTD: +12.6% 1Y: +15.3% 3Y: +84.3% 5Y: +75.4%
$167.95
+1.28 (+0.77%)
Pre-Market: $168.20 (+0.25, +0.15%)
Weekly Expected Move ±1.5%
$163 $165 $168 $170 $173
ETF AMEX · AUM $95.2B

Institutional Ownership — ITOT

1,777
Institutional Holders
+33 vs prior quarter
0.0%
Ownership
+0.00pp
59B
Total Invested
167
New Positions
603
Increased
632
Reduced
53
Closed
0.75
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1869 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 85,943,202 14.4B +6,025,552 +7.5% 8Q SEC ↗
2 WELLS FARGO & COMPANY/MN 66,599,281 11.2B +628,868 +1.0% 87Q SEC ↗
3 Wealthfront Advisers LLC 14,987,349 2.5B +613,862 +4.3% 17Q SEC ↗
4 ALLIANCEBERNSTEIN L.P. 11,218,914 1.9B +568,302 +5.3% 41Q SEC ↗
5 Betterment LLC 10,338,360 1.7B -279,569 -2.6% 47Q SEC ↗
6 MORGAN STANLEY 10,164,560 1.7B -38,527 -0.4% 60Q SEC ↗
7 Focus Partners Wealth 8,536,010 1.4B +1,849,941 +27.7% 11Q SEC ↗
8 BANK OF AMERICA CORP /DE 6,547,081 1.1B -71,339 -1.1% 15Q SEC ↗
9 LPL Financial LLC 6,546,183 1.1B +616,750 +10.4% 61Q SEC ↗
10 Focus Partners Advisor Solutions, LLC 5,859,022 984M +443,068 +8.2% 18Q SEC ↗
11 ALLSTATE CORP 5,279,976 887M -65,037 -1.2% 15Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 4,177,729 702M -55,877 -1.3% 55Q SEC ↗
13 Blue Trust, Inc. 4,090,776 687M +218,283 +5.6% 17Q SEC ↗
14 SigFig Wealth Management, LLC 4,070,270 684M +27,921 +0.7% 13Q SEC ↗
15 Ballentine Partners, LLC 3,149,753 529M -35,458 -1.1% 74Q SEC ↗
16 Auto-Owners Insurance Co 3,037,774 510M -557,570 -15.5% 15Q SEC ↗
17 AlTi Global, Inc. 2,992,236 503M +91,475 +3.2% 11Q SEC ↗
18 Norinchukin Bank, The 2,246,560 377M — +0.0% 5Q SEC ↗
19 Single Point Partners, LLC 2,234,223 375M +1,610 +0.1% 7Q SEC ↗
20 AMERIPRISE FINANCIAL INC 2,123,118 357M +203,209 +10.6% 16Q SEC ↗
21 Creative Planning 2,063,768 347M +14,398 +0.7% 44Q SEC ↗
22 RAYMOND JAMES FINANCIAL INC 2,009,020 337M +60,321 +3.1% 7Q SEC ↗
23 JONES FINANCIAL COMPANIES LLLP 1,879,380 316M +888,977 +89.8% 26Q SEC ↗
24 Cerity Partners LLC 1,838,405 309M -26,071 -1.4% 25Q SEC ↗
25 Allworth Financial LP 1,835,875 308M -112,930 -5.8% 48Q SEC ↗
26 JPMORGAN CHASE & CO 1,787,944 300M +35,020 +2.0% 47Q SEC ↗
27 SENTINEL TRUST CO LBA 1,777,298 298M -26,213 -1.5% 26Q SEC ↗
28 STIFEL FINANCIAL CORP 1,741,348 292M +57,923 +3.4% 48Q SEC ↗
29 Lido Advisors, LLC 1,634,628 275M -76,422 -4.5% 38Q SEC ↗
30 Evensky & Katz LLC 1,596,396 268M +15,486 +1.0% 46Q SEC ↗
31 OSAIC HOLDINGS, INC. 1,555,858 261M +73,205 +4.9% 26Q SEC ↗
32 Prime Capital Investment Advisors, LLC 1,517,244 255M -99,174 -6.1% 35Q SEC ↗
33 Provenance Wealth Advisors, LLC 1,494,425 251M -15,786 -1.0% 12Q SEC ↗
34 CAPTRUST FINANCIAL ADVISORS 1,490,952 250M -28,063 -1.8% 26Q SEC ↗
35 Cisco Systems, Inc. 1,297,500 218M -75,000 -5.5% 19Q SEC ↗
36 COMMONWEALTH EQUITY SERVICES, LLC 1,288,810 216M -1,789 -0.1% 35Q SEC ↗
37 TD Capital Management LLC 1,275,016 214M -64,926 -4.8% 51Q SEC ↗
38 Zhang Financial LLC 1,246,429 209M +64,477 +5.5% 39Q SEC ↗
39 Goldstein Advisors, LLC 1,245,712 209M +472,861 +61.2% 15Q SEC ↗
40 LJI Wealth Management, LLC 1,183,884 199M -37,475 -3.1% 15Q SEC ↗
41 ROYAL BANK OF CANADA 1,141,681 192M -9,949 -0.9% 76Q SEC ↗
42 Disciplina Capital Management LLC 1,140,744 192M -203,186 -15.1% 31Q SEC ↗
43 Constellation Investments, Inc. 1,108,000 186M — +0.0% 7Q SEC ↗
44 Parallel Advisors, LLC 1,106,752 186M -34,640 -3.0% 39Q SEC ↗
45 Tanager Wealth Management LLP 1,100,577 185M -6,699 -0.6% 6Q SEC ↗
46 FMR LLC 1,091,601 183M +40,621 +3.9% 48Q SEC ↗
47 Mesirow Financial Investment Managemen 1,076,654 181M +21,974 +2.1% 11Q SEC ↗
48 Mariner, LLC 1,053,377 177M -42,865 -3.9% 35Q SEC ↗
49 Stratos Investment Management, LLC 1,047,978 176M +18,581 +1.8% 30Q SEC ↗
50 Wick Capital Partners, LLC 1,036,086 174M +106,434 +11.4% 9Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
BlackRock, Inc. +6,025,552 +7.5% 85,943,202
Focus Partners Wealth +1,849,941 +27.7% 8,536,010
JONES FINANCIAL COMPANIES LLLP +888,977 +89.8% 1,879,380
WELLS FARGO & COMPANY/MN +628,868 +1.0% 66,599,281
LPL Financial LLC +616,750 +10.4% 6,546,183
Wealthfront Advisers LLC +613,862 +4.3% 14,987,349
ALLIANCEBERNSTEIN L.P. +568,302 +5.3% 11,218,914
Goldstein Advisors, LLC +472,861 +61.2% 1,245,712
Focus Partners Advisor Solutions, L +443,068 +8.2% 5,859,022
Wealthspire Advisors, LLC +421,238 +447.7% 515,328
Blue Trust, Inc. +218,283 +5.6% 4,090,776
Arax Advisory Partners +212,260 +463.4% 258,065
AMERIPRISE FINANCIAL INC +203,209 +10.6% 2,123,118
Tower Research Capital LLC (TRC) +201,635 +699.1% 230,476
AQR CAPITAL MANAGEMENT LLC +193,871 +58.0% 527,922
CIBC WORLD MARKET INC. +166,925 +335.9% 216,626
NOMURA ASSET MANAGEMENT INTERNATION +121,114 +63.1% 313,157
EP Wealth Advisors, LLC +118,266 +381.1% 149,297
Strategic Equity Management +114,988 +514.6% 137,333
Cresset Asset Management, LLC +112,349 +24.5% 570,739
Biggest Decreases (20)
HolderReducedChange %Total Shares
Auto-Owners Insurance Co -557,570 -15.5% 3,037,774
Betterment LLC -279,569 -2.6% 10,338,360
Disciplina Capital Management LLC -203,186 -15.1% 1,140,744
Ancora Advisors LLC -202,972 -28.8% 501,601
Rock Creek Group LLC -151,475 -18.3% 676,034
GOLDMAN SACHS GROUP INC -137,138 -33.2% 275,746
Allworth Financial LP -112,930 -5.8% 1,835,875
Prime Capital Investment Advisors, -99,174 -6.1% 1,517,244
Lido Advisors, LLC -76,422 -4.5% 1,634,628
Cisco Systems, Inc. -75,000 -5.5% 1,297,500
BANK OF AMERICA CORP /DE -71,339 -1.1% 6,547,081
Jaffetilchin Investment Partners, L -66,733 -9.0% 671,625
Allen Investment Management, LLC -65,620 -26.7% 179,994
ALLSTATE CORP -65,037 -1.2% 5,279,976
TD Capital Management LLC -64,926 -4.8% 1,275,016
PARTNERS CAPITAL INVESTMENT GROUP, -62,640 -12.9% 421,882
ENVESTNET ASSET MANAGEMENT INC -55,877 -1.3% 4,177,729
CWM, LLC -45,876 -8.6% 489,745
UBS Group AG -44,807 -4.4% 971,745
Mariner, LLC -42,865 -3.9% 1,053,377

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms