ITOT · iShares Core S&P Total U.S. Stock Market ETF ETF
$168.64
-0.53 (-0.31%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 9
Total Value: $134,607,106
Total Shares: 819,426
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 9 13F filers · Δ vs Mar 31, 2026Top Holder
64.4%
+3.3 pts
Top 5
98.7%
+2.7 pts
Top 10
100.0%
0.0 pts
HHI
4,792
Highly concentrated+723
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
1
Decreased
3
Sold Out
3
Unchanged
1
Holder count:
+1
Institutional value:
+179.2%
Shares held:
+142.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +777 | 20,445 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Advus Financial Partners, LLC | −6,863 | 199,788 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | −372 | 6,717 | |
| Small Principia Wealth Advisory, LLC | −40 | 2,331 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 527,619 | $86,671,973 | |
| Mega CITADEL ADVISORS LLC | 54,400 | $8,936,288 | |
| Mid Strategic Financial Services, Inc. | 3,988 | $655,108 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 138 | $22,669 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 41,806 | $5,954,428 | |
| Small Allie Family Office LLC | 35,326 | $5,031,482 | |
| Large M&T Bank Corp | 21,599 | $3,076,344 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC ITOT | $86,671,973 | 64.39% | 527,619 | Shares | 2026-08-27 | |
| Small Advus Financial Partners, LLC ITOT | $32,819,174 | 24.38% | 199,788 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC ITOT | $7,260,734 | 5.39% | 44,200 | Call | 2026-09-02 | |
| Small Range Advisory, LLC ITOT | $3,358,500 | 2.50% | 20,445 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC ITOT | $1,675,554 | 1.24% | 10,200 | Put | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group ITOT | $1,103,401 | 0.82% | 6,717 | Shares | 2026-09-02 | |
| Small Cornerstone Financial Management LLC ITOT | $657,080 | 0.49% | 4,000 | Shares | 2026-08-28 | |
| Mid Strategic Financial Services, Inc. ITOT | $655,108 | 0.49% | 3,988 | Shares | 2026-08-24 | |
| Small Principia Wealth Advisory, LLC ITOT | $382,913 | 0.28% | 2,331 | Shares | 2026-08-26 | |
| Small BROWN, LISLE/CUMMINGS, INC. ITOT | $22,669 | 0.02% | 138 | Shares | 2026-09-02 |