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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
   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
   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
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 198 - 2024-03-31 2,305,251 $265,795,000 -2,001,833
   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
   HANSON MCCLAIN, INC. 14 - 2024-03-31 1,716,556 $197,919,000 -106,336
   COMMONWEALTH EQUITY SERVICES LLC. 55 - 2024-03-31 1,685,556 $194,345,000 -43,305
   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
   J P MORGAN CHASE & CO 751 - 2024-03-31 1,159,688 $133,712,000 -206,599
   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
   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
   Zhang Financial LLC 4 - 2024-03-31 689,437 $79,492,000 -4,819
   Ullmann Financial Group Inc. 3 - 2024-03-31 655,997 $75,636,000 -13,879
   RAYMOND JAMES & ASSOCIATES 321 - 2024-03-31 622,041 $71,721,000 -26,073
   MACQUARIE GROUP LTD 337 - 2024-03-31 591,879 $68,244,000 -36,253
   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
   Spectrum Strategic Capital Management LLC 1 - 2024-03-31 467,170 $53,865,000 -6,137
   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
   BKD WEALTH ADVISORS LLC 18 - 2024-03-31 413,404 $47,666,000 -168,788
   CLS INVESTMENT FIRM LLC 13 - 2022-12-31 559,071 $47,409,000 -20,046
   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
   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
   Smallwood Wealth Investment Management LLC 1 - 2024-03-31 341,961 $39,428,000 -2,628
   PARTNERS CAPITAL INVESTMENT GROUP LLP 21 - 2024-03-31 339,297 $39,121,000 -146,163
   APEX INVESTMENT SERVICES, INC. 4 - 2024-03-31 335,005 $38,626,000 -7,530
   VATERA HOLDINGS LLC 4 - 2024-03-31 331,861 $38,264,000 -1,800
   Private Advisor Group LLC 88 - 2024-03-31 322,885 $37,229,000 -3,743
   Financial Designs Corp 1 - 2024-03-31 303,323 $34,973,000 -10,205
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 202 - 2023-09-30 370,257 $34,874,000 -30,502
   VALMARK ADVISERS INC 30 - 2024-03-31 300,629 $34,663,000 -6,073
   US BANCORP 230 - 2024-03-31 297,960 $34,355,000 -26,784
   CAPTRUST FINANCIAL ADVISORS 146 - 2024-03-31 289,915 $33,427,000 -9,801
   NICOLET ADVISORY SERVICES LLC 4 - 2024-03-31 288,586 $33,014,000 -4,267
   Eldridge Investment Advisors Inc. 2 - 2024-03-31 284,487 $32,801,000 -7,557
   CI Private Wealth LLC 304 - 2024-03-31 277,375 $31,981,000 -2,829
   CIGNA INVESTMENTS INC /NEW 2 - 2024-03-31 273,332 $31,515,000 -17,480
   CAPROCK Group Inc. 10 - 2024-03-31 272,503 $31,420,000 -1,201
   Kovitz Investment Group Partners LLC 46 - 2024-03-31 235,639 $27,169,000 -34,648
   BCGM Wealth Management LLC 1 - 2024-03-31 235,519 $27,155,000 -43,996
   PATTON ALBERTSON & MILLER, LLC 2 - 2024-03-31 231,969 $26,746,000 -12,934
   Integrated Wealth Concepts LLC 45 - 2024-03-31 230,221 $26,545,000 -56,682
   LEGACY PRIVATE TRUST CO. 11 - 2024-03-31 225,582 $26,010,000 -7,285
   Legacy Financial Advisors Inc. 2 - 2024-03-31 223,593 $25,780,000 -10,776
   MONTICELLO WEALTH MANAGEMENT LLC 8 - 2024-03-31 218,878 $25,237,000 -289
   GOLDMAN SACHS GROUP INC/ 1383 - 2024-03-31 218,880 $25,237,000 -390,439
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 103 - 2024-03-31 218,710 $25,217,000 -20,963
   Monashee Investment Management LLC 7 - 2024-03-31 211,260 $24,358,000 -5,600
   Empower Advisory Group LLC 121 - 2024-03-31 203,891 $23,509,000 -1,965,995
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 6 - 2024-03-31 201,777 $23,265,000 -6,315
   Astoria Strategic Wealth Inc. 5 - 2024-03-31 194,827 $22,464,000 -3,125
   DURANTE & WATERS LLC 1 - 2024-03-31 188,235 $21,704,000 -2,644
   DOHJ LLC 3 - 2024-03-31 184,117 $21,229,000 -33,806
   JGP Wealth Management LLC 4 - 2024-03-31 183,280 $21,132,000 -6,437
   COLONY GROUP LLC 89 - 2023-09-30 217,606 $20,496,000 -2,740
   CHERRYDALE WEALTH MANAGEMENT LLC 3 - 2024-03-31 175,200 $20,201,000 -5,690
   Heritage Financial Services LLC 6 - 2024-03-31 171,837 $19,813,000 -21,497
   Capstone Financial Advisors Inc. 16 - 2024-03-31 170,636 $19,674,000 -2,647
   MontVue Capital Management Inc. 1 - 2024-03-31 167,767 $19,344,000 -1,180
   Stokes Family Office LLC 7 - 2024-03-31 166,052 $19,146,000 -7,564
   UMA Financial Services Inc. 3 - 2024-03-31 170,127 $18,804,000 -12,649
   NORTHERN TRUST CORP 1653 - 2024-03-31 156,798 $18,079,000 -65
   Brookstone Capital Management 74 - 2024-03-31 156,321 $18,024,000 -125,420
   DELAP WEALTH ADVISORY LLC 1 - 2024-03-31 152,732 $17,610,000 -84,917
   BRIGHTON JONES LLC 25 - 2024-03-31 152,268 $17,556,000 -254
   H D Vest Advisory Services 107 - 2024-03-31 151,362 $17,452,000 -2,343
   Tortoise Investment Management LLC 7 - 2024-03-31 151,126 $17,425,000 -2,661
   Gleason Group Inc. 8 - 2024-03-31 148,033 $17,068,000 -618
   Rain Capital Management LLC 3 - 2024-03-31 146,621 $16,905,000 -3,270
   Planned Solutions Inc. 3 - 2024-03-31 145,968 $16,830,000 -1,848
   BANK OF NEW YORK MELLON CORP 1678 - 2024-03-31 143,398 $16,534,000 -7,374
   Life Planning Partners Inc 1 - 2024-03-31 139,336 $16,065,000 -25
   Plancorp LLC 19 - 2024-03-31 135,110 $15,578,000 -4,185
   Oakwell Private Wealth Management LLC 5 - 2024-03-31 133,275 $15,367,000 -3,591
   Asset Dedication LLC 17 - 2024-03-31 130,921 $15,091,000 -15,504
   Peirce Capital Management LLC 3 - 2024-03-31 127,968 $14,755,000 -3,733
   COMERICA BANK 308 - 2024-03-31 126,499 $14,585,000 -2,342
   THOROUGHBRED FINANCIAL SERVICES LLC 9 - 2024-03-31 125,179 $14,433,000 -39,165
   Solano Wealth Management Inc. 6 - 2024-03-31 124,396 $14,343,000 -10,337
   Divergent Wealth Advisors LLC 8 - 2024-03-31 124,347 $14,337,000 -444
  100 Records found
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