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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ZBN.A. 873 *Closed 2024-03-31 0 $0 -1,412
   CYPRESS CAPITAL MANAGEMENT LLC 12 *Closed 2022-12-31 0 $0 -4,150
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 179 *Closed 2024-03-31 0 $0 -1,950
   Lehman & Derafelo Financial Resources LLC 112 *Closed 2022-12-31 0 $0 -214
   IFG Advisory LLC 383 *Closed 2024-03-31 0 $0 -3,836
   EVERCORE WEALTH MANAGEMENT, LLC 429 *Closed 2024-03-31 0 $0 -2,210
   VICTORY FINANCIAL GROUP LLC 70 *Closed 2024-03-31 0 $0 -3,100
   BROAD RUN INVESTMENT MANAGEMENT, LLC 27 *Closed 2024-03-31 0 $0 -3,342
   Kovack Advisors Inc. 495 *Closed 2024-03-31 0 $0 -27,852
   RENAISSANCE TECHNOLOGIES LLC 3830 *Closed 2024-03-31 0 $0 -26,500
   Tyche Wealth Partners LLC 283 *Closed 2024-03-31 0 $0 -3,882
   Pensionmark Financial Group LLC 402 *Closed 2024-03-31 0 $0 -15,941
   TANDEM CAPITAL MANAGEMENT CORP /ADV 113 *Closed 2024-03-31 0 $0 -2,037
   Meeder Advisory Services Inc. 455 *Closed 2024-03-31 0 $0 -3,667
   Traynor Capital Management Inc. 242 *Closed 2024-03-31 0 $0 -2,229
   PRUDENTIAL FINANCIAL INC 2737 *Closed 2024-03-31 0 $0 -2,617
   Advisors Preferred LLC 199 *Closed 2024-03-31 0 $0 -474
   WINDHAM CAPITAL MANAGEMENT, LLC 67 *Closed 2024-03-31 0 $0 -25,409
   Optiver Holding B.V. 354 *Closed 2024-03-31 0 $0 -2,262
   Arete Wealth Advisors LLC 527 *Closed 2024-03-31 0 $0 -5,291
   PROVISE MANAGEMENT GROUP LLC 322 *Closed 2024-03-31 0 $0 -2,295
   Rockbridge Investment Management LCC 436 *Closed 2024-03-31 0 $0 -1,279
   JB Capital LLC 224 *Closed 2024-03-31 0 $0 -4,047
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 57 *Closed 2024-03-31 0 $0 -564,044
   Tradition Wealth Management LLC 1214 *Closed 2024-03-31 0 $0 -959
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -5,481
   Flaharty Asset Management LLC 119 *Closed 2024-03-31 0 $0 -1,931
   Annapolis Financial Services LLC 405 *Closed 2024-03-31 0 $0 -366
   Raab & Moskowitz Asset Management LLC 168 *Closed 2024-03-31 0 $0 -2,117
   ORG Partners LLC 763 *Closed 2024-03-31 0 $0 -77,497
   U.S. Capital Wealth Advisors LLC 680 *Closed 2024-03-31 0 $0 -2,081
   Lindbrook Capital LLC 2668 *Closed 2024-03-31 0 $0 -144
   VERITABLE LP 539 *Closed 2023-09-30 0 $0 -9,868
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 993 *Closed 2024-03-31 0 $0 -3,568
   Advisor Resource Council 309 *Closed 2024-03-31 0 $0 -3,047
   Vident Investment Advisory LLC 762 *Closed 2023-09-30 0 $0 -96,054
   Integrated Investment Consultants LLC 279 *Closed 2024-03-31 0 $0 -1,990
   V Wealth ManagementLLC 322 *Closed 2023-09-30 0 $0 -3,566
   AlphaCore Capital LLC 349 *Closed 2024-03-31 0 $0 -847
   FSC Wealth Advisors LLC 297 *Closed 2024-03-31 0 $0 -1,116
   Wick Capital Partners LLC 63 *Closed 2024-03-31 0 $0 -767,052
   Old North State Trust LLC 138 *Closed 2024-03-31 0 $0 -3,687
   Retirement Solution Inc. 39 *Closed 2024-03-31 0 $0 -2,525
   Ambassador Advisors LLC 293 *Closed 2024-03-31 0 $0 -21
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -392
   17 CAPITAL PARTNERS LLC 128 *Closed 2024-03-31 0 $0 -18,014
   Praetorian Wealth Management Inc. 51 *Closed 2024-03-31 0 $0 -1,920
   Abundance Wealth Counselors 139 *Closed 2024-03-31 0 $0 -7,703
   Claraphi Advisory Network LLC 218 *Closed 2022-12-31 0 $0 -30,058
   Agate Pass Investment Management LLC 98 *Closed 2024-03-31 0 $0 -2,557
   ABSOLUTE INVESTMENT MANAGEMENT LLC 677 *Closed 2024-03-31 0 $0 -100
   Shared Vision Wealth Group LLC 83 *Closed 2024-03-31 0 $0 -22,012
   Goodwin Investment Advisory 75 *Closed 2024-03-31 0 $0 -317
   KARLINSKI ANDREW C 107 *Closed 2022-12-31 0 $0 -180
   BOSTON FINANCIAL MANGEMENT INC /MA 330 *Closed 2024-03-31 0 $0 -2,628
   WHITE BAY PT LLC 539 *Closed 2024-03-31 0 $0 -23
   HEAD & ASSOCIATES LLC 735 *Closed 2023-12-31 0 $0 -1,735
   SOA Wealth Advisors LLC. 886 *Closed 2024-03-31 0 $0 -16
   Canton Hathaway LLC 261 *Closed 2024-03-31 0 $0 -592
   Team Financial Group LLC 210 *Closed 2024-03-31 0 $0 -137
   Tradewinds LLC. 151 *Closed 2024-03-31 0 $0 -2,192
  61 Records found
  1    
  Page 1 of 1
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