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Get Institutions for : 
iShares Core S&P Total US (ITOT)  
$115.63 0.90 (0.78%) as of 4:30 Fri 5/31


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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  : 
17.63 (17.99%)  




 
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
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 7 *New 2024-03-31 974,682 $112,382,000 974,682
   ALLSTATE INVESTMENT MANAGEMENT CO 9 *New 2022-12-31 887,611 $75,269,000 887,611
   Quadrature Capital LTD 87 *New 2024-03-31 113,598 $13,100,000 113,598
   MONEYWISE INC. 6 *New 2024-03-31 90,071 $10,385,000 90,071
   JANE STREET GROUP LLC 976 *New 2024-03-31 65,215 $7,519,000 65,215
   Cornerstone Retirement Group Inc. 5 *New 2023-09-30 75,640 $7,125,000 75,640
   Portfolio Strategies Inc. 18 *New 2024-03-31 56,064 $6,464,000 56,064
   GATEWAY ADVISORY, LLC 25 *New 2024-03-31 45,071 $5,197,000 45,071
   REX CAPITAL ADVISORS LLC 6 *New 2022-12-31 51,354 $4,355,000 51,354
   Empowered Funds LLC 402 *New 2024-03-31 31,670 $3,652,000 31,670
   CHOATE INVESTMENT ADVISORS 117 *New 2024-03-31 25,243 $2,911,000 25,243
   Simplicity WealthLLC 294 *New 2024-03-31 23,213 $2,676,000 23,213
   WILEY BROS.-AINTREE CAPITAL LLC 66 *New 2024-03-31 18,912 $2,181,000 18,912
   HARTLINE INVESTMENT CORP/ 88 *New 2024-03-31 11,974 $1,381,000 11,974
   Imprint Wealth LLC 82 *New 2024-03-31 10,024 $1,153,000 10,024
   AUA CAPITAL MANAGEMENT LLC 31 *New 2024-03-31 9,612 $1,108,000 9,612
   Chicago Capital LLC 153 *New 2024-03-31 9,418 $1,086,000 9,418
   NDVR Inc. 13 *New 2024-03-31 9,375 $1,081,000 9,375
   VILLERE ST DENIS J & CO LLC 49 *New 2024-03-31 6,517 $751,000 6,517
   One Capital Management LLC 201 *New 2024-03-31 5,957 $687,000 5,957
   TRANSCEND WEALTH COLLECTIVE LLC 289 *New 2024-03-31 5,315 $613,000 5,315
   CAPITAL ADVISORS INC/OK 182 *New 2024-03-31 5,294 $610,000 5,294
   Greenline Partners LLC 90 *New 2024-03-31 4,691 $541,000 4,691
   Eagle Strategies LLC 155 *New 2024-03-31 4,600 $530,000 4,600
   Edgestream Partners L.P. 630 *New 2024-03-31 4,421 $510,000 4,421
   IFG Advisors LLC 76 *New 2024-03-31 4,061 $468,000 4,061
   Security Financial Services INC. 112 *New 2024-03-31 3,902 $450,000 3,902
   COMMERCE BANK N A/MO 903 *New 2024-03-31 3,794 $437,000 3,794
   Aspen Grove Capital LLC 111 *New 2024-03-31 3,670 $423,000 3,670
   Annis Gardner Whiting Capital Advisors LLC 118 *New 2024-03-31 3,498 $403,000 3,498
   CFO4Life L.P. 120 *New 2022-12-31 4,600 $390,000 4,600
   TUDOR INVESTMENT CORP ET AL 1171 *New 2024-03-31 3,329 $384,000 3,329
   ROTHSCHILD INVESTMENT CORP /IL 333 *New 2023-09-30 3,377 $318,000 3,377
   UNIVEST CORP OF PENNSYLVANIA 89 *New 2024-03-31 2,680 $309,000 2,680
   BAILARD BIEHL & KAISER INC 567 *New 2024-03-31 2,591 $299,000 2,591
   Confluence Wealth Services Inc. 287 *New 2024-03-31 2,335 $269,000 2,335
   Crew Capital Management Ltd. 97 *New 2024-03-31 2,298 $265,000 2,298
   Frisch Financial Group Inc. 108 *New 2024-03-31 2,103 $243,000 2,103
   QRG CAPITAL MANAGEMENT INC. 963 *New 2024-03-31 2,101 $242,000 2,101
   Encompass More Asset Management 78 *New 2024-03-31 2,070 $239,000 2,070
   1ST SOURCE BANK 242 *New 2024-03-31 2,034 $235,000 2,034
   Kuntz Lesher Capital LLC 142 *New 2024-03-31 2,031 $234,000 2,031
   Inspire Advisors LLC 295 *New 2024-03-31 1,982 $229,000 1,982
   Gerber Kawasaki Wealth & Investment Management 255 *New 2024-03-31 1,952 $225,000 1,952
   EMPIRICAL FINANCIAL SERVICES, LLC 487 *New 2024-03-31 1,922 $222,000 1,922
   Allen Capital Group LLC 194 *New 2024-03-31 1,899 $219,000 1,899
   Cadence Wealth Management LLC 34 *New 2024-03-31 1,900 $219,000 1,900
   Harbor Group Inc. 74 *New 2024-03-31 1,900 $219,000 1,900
   Richwood Investment Advisors LLC 97 *New 2024-03-31 1,886 $217,000 1,886
   Cornerstone Wealth Management LLC 501 *New 2024-03-31 1,872 $216,000 1,872
   LINSCOMB & WILLIAMS INC 272 *New 2024-03-31 1,876 $216,000 1,876
   Smith Anglin Financial LLC 177 *New 2024-03-31 1,868 $215,000 1,868
   Relyea Zuckerberg Hanson LLC 219 *New 2024-03-31 1,844 $213,000 1,844
   WEALTHTRUST AXIOM LLC 224 *New 2024-03-31 1,835 $212,000 1,835
   Arkadios Wealth Advisors 639 *New 2024-03-31 1,843 $212,000 1,843
   COZAD ASSET MANAGEMENT INC 372 *New 2024-03-31 1,835 $212,000 1,835
   WOODMONT INVESTMENT COUNSEL LLC 251 *New 2024-03-31 1,832 $211,000 1,832
   DEFINED WEALTH MANAGEMENT LLC 103 *New 2024-03-31 1,817 $210,000 1,817
   FSM Wealth Advisors LLC 156 *New 2024-03-31 1,823 $210,000 1,823
   CAPITAL PERFORMANCE ADVISORS LLP 79 *New 2024-03-31 1,805 $208,000 1,805
   Koss-Olinger Consulting LLC 45 *New 2024-03-31 1,806 $208,000 1,806
   Union Bankshares Corp 274 *New 2024-03-31 1,800 $208,000 1,800
   Ayrshire Capital Management LLC 45 *New 2024-03-31 1,806 $208,000 1,806
   PARAGON FINANCIAL PARTNERS INC. 81 *New 2024-03-31 1,783 $206,000 1,783
   Advance Capital Management Inc. 145 *New 2024-03-31 1,776 $205,000 1,776
   CPR Investments Inc. 46 *New 2024-03-31 1,775 $205,000 1,775
   TRUST POINT INC. 504 *New 2024-03-31 1,780 $205,000 1,780
   PATTEN & PATTEN INC/TN 302 *New 2024-03-31 1,769 $204,000 1,769
   MJP ASSOCIATES INC /ADV 219 *New 2024-03-31 1,764 $203,000 1,764
   Summit Financial Wealth Advisors LLC 130 *New 2024-03-31 1,761 $203,000 1,761
   G&S Capital LLC 120 *New 2024-03-31 1,763 $203,000 1,763
   Wealth Management Partners LLC 116 *New 2024-03-31 1,752 $202,000 1,752
   Fusion Capital LLC 73 *New 2024-03-31 1,736 $200,000 1,736
   Core Alternative Capital 111 *New 2024-03-31 1,300 $150,000 1,300
   HARVEST GROUP WEALTH MANAGEMENT LLC 61 *New 2023-03-31 645 $58,000 645
   DAGCO INC. 116 *New 2024-03-31 499 $58,000 499
   CBIZ Investment Advisory Services LLC 92 *New 2024-03-31 500 $58,000 500
   Atlantic Edge Private Wealth Management LLC 205 *New 2024-03-31 365 $42,000 365
   YHB INVESTMENT ADVISORS, INC. 478 *New 2024-03-31 360 $42,000 360
   WFA Asset Management Corp 139 *New 2024-03-31 250 $29,000 250
   PFC CAPITAL GROUP INC. 72 *New 2024-03-31 170 $19,000 170
   PALISADE ASSET MANAGEMENT, LLC 323 *New 2024-03-31 164 $19,000 164
   Quent Capital LLC 929 *New 2024-03-31 139 $16,000 139
   JNBA FINANCIAL ADVISORS 427 *New 2024-03-31 128 $15,000 128
   DiNuzzo Private Wealth Inc. 152 *New 2024-03-31 112 $13,000 112
   Beaird Harris Wealth Management LLC 374 *New 2024-03-31 51 $6,000 51
   Planning Capital Management Corp 495 *New 2024-03-31 32 $4,000 32
   QUANTBOT TECHNOLOGIES LLC 1490 *New 2024-03-31 28 $3,000 28
   Armor Investment Advisors LLC 159 *New 2024-03-31 20 $2,000 20
   Christopher J. Hasenberg Inc 108 *New 2024-03-31 0 $0 0
   LifeSteps Financial Inc. 434 *New 2024-03-31 1 $0 1
  91 Records found
  1    
  Page 1 of 1
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