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ITOT

iShares Core S&P Total U.S. Stock Market ETF
1W: -0.6% 1M: +4.0% 3M: +7.5% YTD: +8.7% 1Y: +26.2% 3Y: +86.5% 5Y: +81.2%
$162.93
+0.78 (+0.48%)
 
Weekly Expected Move ±1.6%
$156 $159 $161 $164 $166
ETF AMEX · AUM $89.6B

Institutional Ownership — ITOT

1,747
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
36B
Total Invested
104
New Positions
574
Increased
722
Reduced
210
Closed
0.75
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1851 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 79,917,650 13.0B +9,205,432 +13.0% 7Q SEC ↗
2 WELLS FARGO & COMPANY/MN 63,910,447 10.4B +717,619 +1.1% 12Q SEC ↗
3 Wealthfront Advisers LLC 14,373,487 2.3B +2,761,411 +23.8% 13Q SEC ↗
4 MORGAN STANLEY 10,899,766 1.8B +195,306 +1.8% 12Q SEC ↗
5 Betterment LLC 10,617,929 1.7B -62,926 -0.6% 13Q SEC ↗
6 ALLIANCEBERNSTEIN L.P. 9,974,295 1.6B +90,165 +0.9% 12Q SEC ↗
7 Focus Partners Wealth 6,686,069 1.1B +535,665 +8.7% 10Q SEC ↗
8 BANK OF AMERICA CORP /DE 6,618,420 1.1B +201,142 +3.1% 13Q SEC ↗
9 LPL Financial LLC 5,929,433 $966M -394,791 -6.2% 13Q SEC ↗
10 Focus Partners Advisor Solutions, LLC 5,415,954 $882M +372,803 +7.4% 13Q SEC ↗
11 ALLSTATE CORP 5,345,013 $871M +4,095,130 +327.6% 13Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 4,233,606 $690M +611,348 +16.9% 13Q SEC ↗
13 SigFig Wealth Management, LLC 4,042,349 $659M +404,119 +11.1% 12Q SEC ↗
14 Blue Trust, Inc. 3,872,493 $631M -31,491 -0.8% 13Q SEC ↗
15 Auto-Owners Insurance Co 3,595,344 $586M -534,591,700 -99.3% 13Q SEC ↗
16 Ballentine Partners, LLC 3,185,211 $519M -48,560 -1.5% 13Q SEC ↗
17 AlTi Global, Inc. 2,900,761 $473M +148,477 +5.4% 10Q SEC ↗
18 Norinchukin Bank, The 2,246,560 $366M +0.0% 4Q SEC ↗
19 Single Point Partners, LLC 2,232,613 $364M +2,156,557 +2835.5% 6Q SEC ↗
20 Creative Planning 2,049,370 $334M -35,359 -1.7% 13Q SEC ↗
21 Allworth Financial LP 1,948,805 $318M -37,595 -1.9% 13Q SEC ↗
22 RAYMOND JAMES FINANCIAL INC 1,948,699 $318M -115,656 -5.6% 6Q SEC ↗
23 AMERIPRISE FINANCIAL INC 1,919,909 $313M -151,134 -7.3% 13Q SEC ↗
24 Cerity Partners LLC 1,864,476 $304M -97,990 -5.0% 13Q SEC ↗
25 SENTINEL TRUST CO LBA 1,803,511 $294M +29,107 +1.6% 13Q SEC ↗
26 JPMORGAN CHASE & CO 1,752,924 $286M +200,292 +12.9% 13Q SEC ↗
27 Lido Advisors, LLC 1,711,050 $279M -76,600 -4.3% 13Q SEC ↗
28 STIFEL FINANCIAL CORP 1,683,425 $274M +186,844 +12.5% 13Q SEC ↗
29 Prime Capital Investment Advisors, LLC 1,616,418 $263M +68,712 +4.4% 13Q SEC ↗
30 Evensky & Katz LLC 1,580,910 $258M +92,615 +6.2% 13Q SEC ↗
31 CAPTRUST FINANCIAL ADVISORS 1,519,015 $247M +12,738 +0.8% 13Q SEC ↗
32 Provenance Wealth Advisors, LLC 1,510,211 $246M -96,479 -6.0% 11Q SEC ↗
33 True Link Financial Advisors, LLC 1,485,314 $242M +708,920 +91.3% 13Q SEC ↗
34 OSAIC HOLDINGS, INC. 1,482,653 $242M -77,372 -5.0% 13Q SEC ↗
35 Cisco Systems, Inc. 1,372,500 $224M -50,000 -3.5% 13Q SEC ↗
36 TD Capital Management LLC 1,356,067 $221M -10,410 -0.8% 12Q SEC ↗
37 Disciplina Capital Management LLC 1,343,930 $219M +188,806 +16.3% 13Q SEC ↗
38 COMMONWEALTH EQUITY SERVICES, LLC 1,290,599 $210M +88,685 +7.4% 13Q SEC ↗
39 COBBLESTONE CAPITAL ADVISORS LLC /NY 1,227,179 $200M +23,411 +1.9% 11Q SEC ↗
40 LJI Wealth Management, LLC 1,221,359 $199M +12,638 +1.0% 13Q SEC ↗
41 Zhang Financial LLC 1,181,952 $193M +130,075 +12.4% 13Q SEC ↗
42 ROYAL BANK OF CANADA 1,151,630 $188M +23,930 +2.1% 13Q SEC ↗
43 Parallel Advisors, LLC 1,141,392 $186M -1,212,492 -51.5% 13Q SEC ↗
44 Constellation Investments, Inc. 1,108,000 $181M +500,000 +82.2% 6Q SEC ↗
45 Tanager Wealth Management LLP 1,107,276 $180M +109,337 +11.0% 5Q SEC ↗
46 Mariner, LLC 1,096,242 $179M -43,140 -3.8% 13Q SEC ↗
47 Mesirow Financial Investment Managemen 1,054,680 $172M +315,179 +42.6% 10Q SEC ↗
48 FMR LLC 1,050,980 $171M +60,672 +6.1% 13Q SEC ↗
49 Stratos Investment Management, LLC 1,029,397 $168M +4,743 +0.5% 13Q SEC ↗
50 UBS Group AG 1,016,552 $166M -20,739 -2.0% 13Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
BlackRock, Inc. +9,205,432 +13.0% 79,917,650
ALLSTATE CORP +4,095,130 +327.6% 5,345,013
Wealthfront Advisers LLC +2,761,411 +23.8% 14,373,487
Single Point Partners, LLC +2,156,557 +2835.5% 2,232,613
WELLS FARGO & COMPANY/MN +717,619 +1.1% 63,910,447
True Link Financial Advisors, LLC +708,920 +91.3% 1,485,314
ENVESTNET ASSET MANAGEMENT INC +611,348 +16.9% 4,233,606
Focus Partners Wealth +535,665 +8.7% 6,686,069
Constellation Investments, Inc. +500,000 +82.2% 1,108,000
CORRECT CAPITAL WEALTH MANAGEMENT +416,182 +1073.6% 454,946
SigFig Wealth Management, LLC +404,119 +11.1% 4,042,349
Focus Partners Advisor Solutions, L +372,803 +7.4% 5,415,954
Geneos Wealth Management Inc. +368,506 +101.6% 731,384
Mesirow Financial Investment Manage +315,179 +42.6% 1,054,680
JONES FINANCIAL COMPANIES LLLP +253,274 +34.4% 990,403
BANK OF AMERICA CORP /DE +201,142 +3.1% 6,618,420
JPMORGAN CHASE & CO +200,292 +12.9% 1,752,924
MORGAN STANLEY +195,306 +1.8% 10,899,766
Disciplina Capital Management LLC +188,806 +16.3% 1,343,930
STIFEL FINANCIAL CORP +186,844 +12.5% 1,683,425
Biggest Decreases (20)
HolderReducedChange %Total Shares
Auto-Owners Insurance Co -534,591,700 -99.3% 3,595,344
NORTHWESTERN MUTUAL WEALTH MANAGEME -1,218,585 -73.3% 443,636
Parallel Advisors, LLC -1,212,492 -51.5% 1,141,392
Klaas Financial Asset Advisors, LLC -981,528 -79.5% 252,919
Winthrop Advisory Group LLC -868,309 -47.3% 968,315
Align Financial, LLC -720,727 -99.3% 4,880
Independent Order of Foresters -439,234 -65.3% 233,510
LPL Financial LLC -394,791 -6.2% 5,929,433
Capital Analysts, LLC -364,377 -56.0% 285,740
Rockefeller Capital Management L.P. -335,055 -39.4% 514,613
Corient Private Wealth LLC -317,197 -37.3% 532,581
Allen Investment Management, LLC -243,493 -49.8% 245,614
Aerodigm Wealth, LLC -204,314 -48.6% 216,296
TRUIST FINANCIAL CORP -203,662 -42.4% 276,243
WEALTH ENHANCEMENT ADVISORY SERVICE -171,377 -37.3% 288,164
MJT & Associates Financial Advisory -169,471 -45.6% 202,069
AMERIPRISE FINANCIAL INC -151,134 -7.3% 1,919,909
NATIONAL BANK OF CANADA /FI -135,233 -97.4% 3,576
Pineridge Advisors LLC -128,601 -28.9% 315,955
Edge Financial Advisors LLC -122,109 -65.8% 63,572

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