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Get Institutions for : 
iShares Core S&P Total US (ITOT)  
$116.78 0.25 (0.21%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1118    28
Total shares held : 
 281,794,210  
% of shares held : 
 77.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   127  
Amount of shares held : 
 7,022,441  
% of shares held change : 
   1.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $94.03  
Last Quarter's Ending Price : 
 $105.23  
Last Quarter's Average Price : 
 $98.00  
Change from last quarter's     
avg. price to the last closing  : 
18.78 (19.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
85
 2,517,624
 0.89%
 
Increased Positions :
451
 12,014,135
 4.26%
 
Unchanged Positions :
230
 11,791,387
 4.18%
 
Decreased Positions :
352
-6,345,128
-2.25%
 
Closed Positions :
57
-1,164,190
-0.41%
 
Guru Positions :
3
90,617
 0.03%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 6 - 2024-03-31 48,581,071 $5,601,398,000 -484,223
   BLACKROCK INC. 145 - 2024-03-31 43,464,431 $5,011,449,000 1,636,691
   Betterment LLC 6 - 2024-03-31 12,693,409 $1,463,550,000 -475,818
   AMERIVEST INVESTMENT MANAGEMENT LLC 2 - 2023-06-30 14,834,698 $1,451,427,000 -871,561
   MORGAN STANLEY 199 - 2024-03-31 10,626,690 $1,225,258,000 -134,588
   ALLIANCEBERNSTEIN L.P. 55 - 2024-03-31 8,911,306 $1,027,474,000 360,509
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 84 - 2024-03-31 7,817,531 $901,361,000 -717,533
   BANK OF AMERICA CORP /DE/ 290 - 2024-03-31 5,691,165 $656,191,000 -241,293
   Wealthfront Advisers LLC 12 - 2024-03-31 5,119,108 $590,233,000 393,758
   LPL FINANCIAL CORP 78 - 2024-03-31 4,478,098 $516,325,000 807,265
   SigFig Wealth Management LLC 1 - 2024-03-31 3,621,782 $417,579,000 -1,846
   Ronald Blue Trust Inc. 5 - 2024-03-31 3,553,272 $409,692,000 -46,797
   BALLENTINE FINN & COMPANY INC 3 - 2024-03-31 3,256,191 $375,439,000 -16,341
   BUCKINGHAM ASSET MANAGEMENT, LLC 7 - 2024-03-31 3,191,672 $368,000,000 601,539
   CISCO SYSTEMS INC 1 - 2024-03-31 3,112,500 $358,871,000 -415,000
   Parallel Advisors LLC 1 - 2024-03-31 3,035,335 $349,974,000 -397,243
   STIFEL FINANCIAL CORP 64 - 2024-03-31 2,882,947 $332,404,000 -69,743
   Auto-Owners Insurance Co 2 - 2024-03-31 2,767,880 $319,137,000 0
   Personal Capital Advisors Corp 16 - 2022-12-31 3,533,749 $299,662,000 2,062,157
   Buckingham Strategic Partners 2 - 2024-03-31 2,320,751 $267,583,000 516,299
   ENVESTNET ASSET MANAGEMENT INC 198 - 2024-03-31 2,305,251 $265,795,000 -2,001,833
   AlTi Global Inc. 4 - 2024-03-31 2,218,775 $255,827,000 48,960
   HPM Partners LLC 24 - 2024-03-31 2,204,720 $254,204,000 -52,915
   CREATIVE PLANNING 47 - 2024-03-31 2,171,821 $250,411,000 -77,660
   SENTINEL TRUST CO LBA 1 - 2024-03-31 1,914,459 $220,737,000 -14,959
   AMERIPRISE FINANCIAL INC 324 - 2024-03-31 1,846,761 $213,101,000 63,257
   HANSON MCCLAIN, INC. 14 - 2024-03-31 1,716,556 $197,919,000 -106,336
   Prime Capital Investment Advisors LLC 4 - 2024-03-31 1,701,660 $196,201,000 414,874
   COMMONWEALTH EQUITY SERVICES LLC. 55 - 2024-03-31 1,685,556 $194,345,000 -43,305
   ROCK CREEK GROUP, LP 1 - 2024-03-31 1,610,202 $185,656,000 75,210
   TD CAPITAL MANAGEMENT LLC 1 - 2024-03-31 1,580,235 $182,201,000 -90,562
   Advisor Group Holdings Inc. 32 - 2024-03-31 1,571,315 $181,185,000 -51,048
   TIEDEMANN WEALTH MANAGEMENT, LLC 4 - 2023-09-30 1,882,670 $178,155,000 -41,318
   ROYAL BANK OF CANADA 350 - 2024-03-31 1,397,425 $161,124,000 406,955
   UBS Group AG 350 - 2024-03-31 1,316,276 $151,767,000 6,007
   Pegasus Partners Ltd. 1 - 2024-03-31 1,312,139 $151,290,000 40,907
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 91 - 2024-03-31 1,237,093 $142,637,000 51,420
   EVENSKY & KATZ INC 3 - 2024-03-31 1,202,131 $138,606,000 55,418
   J P MORGAN CHASE & CO 751 - 2024-03-31 1,159,688 $133,712,000 -206,599
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2 - 2024-03-31 1,116,937 $128,783,000 39,583
   MARINER WEALTH ADVISORS, LLC 79 - 2024-03-31 1,091,579 $125,859,000 43,833
   Elm Partners Management LLC 2 - 2024-03-31 1,079,047 $124,414,000 50,102
   HIGHTOWER ADVISORS, LLC 112 - 2024-03-31 1,067,985 $123,085,000 -74,358
   Disciplina Capital Management LLC 2 - 2024-03-31 1,006,897 $116,095,000 -7,774
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 7 *New 2024-03-31 974,682 $112,382,000 974,682
   Klaas Financial Asset Advisors LLC 1 - 2024-03-31 957,947 $110,451,000 -11,449
   OBrien Wealth Partners LLC 1 - 2024-03-31 942,915 $108,718,000 -29,954
   FMR LLC 1028 - 2024-03-31 919,698 $106,041,000 55,893
   Kingsview Wealth Management LLC 2 - 2024-03-31 890,946 $102,726,000 97,816
   True Link Financial Advisors LLC 4 - 2024-03-31 850,891 $98,108,000 9,921
   LJI Wealth Management LLC 1 - 2024-03-31 845,510 $97,487,000 16,550
   Goldstein Advisors LLC 1 - 2024-03-31 830,443 $95,750,000 10,762
   HB Wealth Management LLC 13 - 2024-03-31 822,826 $94,872,000 3,464
   Johnson Bixby & Associates LLC 1 - 2024-03-31 818,011 $94,317,000 6,642
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 35 - 2024-03-31 757,615 $87,353,000 0
   Claar Advisors LLC 1 - 2024-03-31 752,475 $86,760,000 220,860
   Winthrop Advisory Group LLC 1 - 2024-03-31 715,729 $82,524,000 34,392
   Reliant Wealth Planning 1 - 2024-03-31 699,710 $80,677,000 12,338
   Zhang Financial LLC 4 - 2024-03-31 689,437 $79,492,000 -4,819
   JAFFETILCHIN INVESTMENT PARTNERS LLC 1 - 2024-03-31 677,416 $78,106,000 38,133
   Ullmann Financial Group Inc. 3 - 2024-03-31 655,997 $75,636,000 -13,879
   ALLSTATE INVESTMENT MANAGEMENT CO 9 *New 2022-12-31 887,611 $75,269,000 887,611
   RAYMOND JAMES & ASSOCIATES 321 - 2024-03-31 622,041 $71,721,000 -26,073
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 64 - 2024-03-31 609,930 $70,325,000 24,057
   MACQUARIE GROUP LTD 337 - 2024-03-31 591,879 $68,244,000 -36,253
   ANCORA ADVISORS, LLC 10 - 2024-03-31 583,339 $67,259,000 28,841
   Executive Wealth Management LLC 1 - 2024-03-31 580,715 $66,794,000 49,698
   Massey Quick & Co. LLC 6 - 2024-03-31 554,930 $63,983,000 -652
   INDEPENDENT ORDER OF FORESTERS 2 - 2024-03-31 535,655 $61,761,000 -48,752
   Heritage Wealth Advisors 5 - 2024-03-31 535,203 $61,709,000 -481
   MML INVESTORS SERVICES LLC 77 - 2024-03-31 533,495 $61,512,000 -31,469
   ALLEN INVESTMENT MANAGEMENT LLC 22 - 2024-03-31 531,212 $61,249,000 35,886
   Facet Wealth Inc. 11 - 2024-03-31 534,881 $60,805,000 30,654
   Cresset Asset Management LLC 44 - 2024-03-31 507,515 $58,517,000 18,235
   Orion Portfolio Solutions LLC 21 - 2024-03-31 493,866 $56,943,000 157,776
   BB&T CORP 222 - 2024-03-31 482,115 $55,588,000 11,177
   Spectrum Strategic Capital Management LLC 1 - 2024-03-31 467,170 $53,865,000 -6,137
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 172 - 2024-03-31 465,603 $53,684,000 18,921
   Fundamentun LLC 1 - 2024-03-31 464,117 $53,513,000 1,969
   BP WEALTH MANAGEMENT LLC 13 - 2024-03-31 463,463 $53,437,000 78,937
   jvl associates llc 1 - 2024-03-31 455,670 $52,539,000 -1,668
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 159 - 2024-03-31 446,363 $51,466,000 -8,998
   TRUE Private Wealth Advisors 3 - 2024-03-31 441,691 $50,927,000 20,240
   BLAIR WILLIAM & CO/IL 126 - 2024-03-31 422,368 $48,699,000 34,878
   Vantage Financial Partners LLC 1 - 2024-03-31 418,723 $48,279,000 4,396
   BKD WEALTH ADVISORS LLC 18 - 2024-03-31 413,404 $47,666,000 -168,788
   MERCER GLOBAL ADVISORS INC /ADV 105 - 2024-03-31 412,186 $47,525,000 10,305
   CLS INVESTMENT FIRM LLC 13 - 2022-12-31 559,071 $47,409,000 -20,046
   Equitable Holdings Inc. 46 - 2024-03-31 400,155 $46,138,000 9,714
   Rehmann Capital Advisory Group 4 - 2024-03-31 393,404 $45,360,000 3,234
   MISSION WEALTH MANAGEMENT LLC 16 - 2024-03-31 380,163 $43,833,000 -3,763
   PURE FINANCIAL ADVISORS, INC. 17 - 2024-03-31 367,717 $42,398,000 -22,986
   Capital Analysts Inc. 9 - 2024-03-31 360,844 $41,605,000 54,134
   Kestra Advisory Services LLC 64 - 2024-03-31 358,975 $41,390,000 6,763
   TRUEPOINT, INC. 18 - 2024-03-31 358,090 $41,288,000 5,797
   Geneos Wealth Management Inc. 4 - 2024-03-31 351,204 $40,494,000 -13,317
   CRESTWOOD ADVISORS LLC 35 - 2024-03-31 350,617 $40,426,000 -8,222
   Tolleson Wealth Management Inc. 4 - 2024-03-31 347,217 $40,034,000 27,903
   STRATEGIC POINT INVESTMENT ADVISORS LLC 5 - 2024-03-31 347,044 $40,014,000 35,000
   Smallwood Wealth Investment Management LLC 1 - 2024-03-31 341,961 $39,428,000 -2,628
  100 Records found
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