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Get Institutions for : 
iShares Core S&P Total US (ITOT)  
$114.52 0.13 (0.11%) as of 4:30 Fri 5/10


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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  : 
16.52 (16.86%)  




 
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
94,182
 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 7 - 2023-12-31 49,065,294 $5,163,141,000 35,148
   BLACKROCK INC. 155 - 2023-12-31 41,827,740 $4,401,533,000 1,608,670
   AMERIVEST INVESTMENT MANAGEMENT LLC 2 - 2023-06-30 14,834,698 $1,451,427,000 -871,561
   Betterment LLC 8 - 2023-12-31 13,169,227 $1,385,798,000 -123,921
   MORGAN STANLEY 193 - 2023-12-31 10,761,278 $1,132,409,000 309,334
   ALLIANCEBERNSTEIN L.P. 58 - 2023-12-31 8,550,797 $899,800,000 103,994
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 75 - 2023-12-31 8,535,064 $898,145,000 -877,946
   BANK OF AMERICA CORP /DE/ 274 - 2023-12-31 5,932,458 $624,273,000 291,808
   Wealthfront Advisers LLC 12 - 2024-03-31 5,119,108 $590,233,000 393,758
   ENVESTNET ASSET MANAGEMENT INC 101 - 2023-12-31 4,307,084 $453,234,000 865,808
   Ronald Blue Trust Inc. 5 - 2024-03-31 3,553,272 $409,692,000 -46,797
   LPL FINANCIAL CORP 96 - 2023-12-31 3,670,833 $386,282,000 284,594
   SigFig Wealth Management LLC 1 - 2023-12-31 3,623,628 $381,297,000 -918
   BALLENTINE FINN & COMPANY INC 3 - 2024-03-31 3,256,191 $375,439,000 -16,341
   Parallel Advisors LLC 1 - 2023-12-31 3,432,578 $361,210,000 24,534
   CISCO SYSTEMS INC 1 - 2024-03-31 3,112,500 $358,871,000 -415,000
   STIFEL FINANCIAL CORP 66 - 2023-12-31 2,952,690 $310,711,000 -76,095
   Personal Capital Advisors Corp 16 - 2022-12-31 3,533,749 $299,662,000 2,062,157
   Auto-Owners Insurance Co 2 - 2023-12-31 2,767,880 $291,264,000 164,230
   BUCKINGHAM ASSET MANAGEMENT, LLC 9 - 2023-12-31 2,590,133 $272,560,000 705,523
   HPM Partners LLC - 2023-12-31 2,257,635 $237,570,000 52,555
   CREATIVE PLANNING 38 - 2023-12-31 2,249,481 $236,713,000 -90,021
   AlTi Global Inc. 5 - 2023-12-31 2,169,815 $228,330,000 0
   SENTINEL TRUST CO LBA 1 - 2023-12-31 1,929,418 $203,033,000 -80,366
   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
   Buckingham Strategic Partners 1 - 2023-12-31 1,804,452 $189,883,000 244,250
   AMERIPRISE FINANCIAL INC 334 - 2023-12-31 1,783,504 $187,830,000 -122,000
   TIEDEMANN WEALTH MANAGEMENT, LLC 4 - 2023-09-30 1,882,670 $178,155,000 -41,318
   TD CAPITAL MANAGEMENT LLC 1 - 2023-12-31 1,670,797 $175,818,000 -24,333
   Advisor Group Holdings Inc. 65 - 2023-12-31 1,622,363 $170,733,000 -600,375
   ROCK CREEK GROUP, LP 1 - 2023-12-31 1,534,992 $159,253,000 25,964
   Pegasus Partners Ltd. 1 - 2024-03-31 1,312,139 $151,290,000 40,907
   J P MORGAN CHASE & CO 676 - 2023-12-31 1,366,287 $143,775,000 485,783
   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
   UBS Group AG 333 - 2023-12-31 1,310,269 $137,880,000 11,043
   Prime Capital Investment Advisors LLC - 2023-12-31 1,286,786 $135,409,000 322,254
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2 - 2024-03-31 1,116,937 $128,783,000 39,583
   Elm Partners Management LLC 2 - 2024-03-31 1,079,047 $124,414,000 50,102
   HIGHTOWER ADVISORS, LLC 110 - 2023-12-31 1,142,343 $120,201,000 -19,844
   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
   MARINER WEALTH ADVISORS, LLC 81 - 2023-12-31 1,047,746 $110,254,000 -129,164
   OBrien Wealth Partners LLC 1 - 2024-03-31 942,915 $108,718,000 -29,954
   Disciplina Capital Management LLC 2 - 2023-12-31 1,014,671 $106,774,000 23,503
   ROYAL BANK OF CANADA 461 - 2023-12-31 990,470 $104,227,000 -38,070
   True Link Financial Advisors LLC 4 - 2024-03-31 850,891 $98,108,000 9,921
   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
   FMR LLC 1046 - 2023-12-31 863,805 $90,898,000 127,206
   LJI Wealth Management LLC 1 - 2023-12-31 828,960 $87,231,000 39,001
   Goldstein Advisors LLC 1 - 2023-12-31 819,681 $86,255,000 10,249
   Kingsview Wealth Management LLC 3 - 2023-12-31 793,130 $83,461,000 259,918
   Winthrop Advisory Group LLC 1 - 2024-03-31 715,729 $82,524,000 34,392
   Wick Capital Partners LLC 1 - 2023-12-31 767,052 $80,717,000 189,513
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 40 - 2023-12-31 757,615 $79,724,000 0
   Zhang Financial LLC 4 - 2024-03-31 689,437 $79,492,000 -4,819
   ALLSTATE INVESTMENT MANAGEMENT CO 9 *New 2022-12-31 887,611 $75,269,000 887,611
   Reliant Wealth Planning 1 - 2023-12-31 687,372 $72,332,000 71,835
   RAYMOND JAMES & ASSOCIATES 321 - 2024-03-31 622,041 $71,721,000 -26,073
   Ullmann Financial Group Inc. 2 - 2023-12-31 669,876 $70,491,000 -25,015
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 64 - 2024-03-31 609,930 $70,325,000 24,057
   JAFFETILCHIN INVESTMENT PARTNERS LLC 1 - 2023-12-31 639,283 $67,272,000 37,036
   MACQUARIE GROUP LTD 357 - 2023-12-31 628,132 $66,098,000 0
   GOLDMAN SACHS GROUP INC/ 852 - 2023-12-31 609,319 $64,119,000 380,793
   Massey Quick & Co. LLC 6 - 2024-03-31 554,930 $63,983,000 -652
   INDEPENDENT ORDER OF FORESTERS 2 - 2023-12-31 584,407 $61,497,000 0
   MML INVESTORS SERVICES LLC 70 - 2023-12-31 564,964 $59,451,000 29,504
   ANCORA ADVISORS, LLC 13 - 2023-12-31 554,498 $58,350,000 -12,275
   Heritage Wealth Advisors 5 - 2023-12-31 535,684 $56,370,000 -12,075
   Claar Advisors LLC 1 - 2023-12-31 531,615 $55,942,000 95,250
   Executive Wealth Management LLC - 2023-12-31 531,017 $55,879,000 143,995
   Facet Wealth Inc. 12 - 2023-12-31 504,227 $54,714,000 -36,792
   Fundamentun LLC 1 - 2024-03-31 464,117 $53,513,000 1,969
   jvl associates llc 1 - 2024-03-31 455,670 $52,539,000 -1,668
   ALLEN INVESTMENT MANAGEMENT LLC 24 - 2023-12-31 495,326 $52,123,000 640
   Cresset Asset Management LLC 45 - 2023-12-31 489,280 $51,487,000 15,423
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 159 - 2024-03-31 446,363 $51,466,000 -8,998
   PARTNERS CAPITAL INVESTMENT GROUP LLP 20 - 2023-12-31 485,460 $51,085,000 159,475
   TRUE Private Wealth Advisors 3 - 2024-03-31 441,691 $50,927,000 20,240
   Spectrum Strategic Capital Management LLC 1 - 2023-12-31 473,307 $49,806,000 0
   BB&T CORP 228 - 2023-12-31 470,938 $49,557,000 6,857
   Vantage Financial Partners LLC 1 - 2024-03-31 418,723 $48,279,000 4,396
   HSBC HOLDINGS PLC 407 - 2023-12-31 455,917 $47,976,000 -5,334
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 181 - 2023-12-31 446,682 $47,004,000 17,842
   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
   MERCER GLOBAL ADVISORS INC /ADV 112 - 2023-12-31 401,881 $42,290,000 80,804
   Equitable Holdings Inc. 47 - 2023-12-31 390,441 $41,086,000 -37,244
   BLAIR WILLIAM & CO/IL 136 - 2023-12-31 387,490 $40,776,000 40,016
   Geneos Wealth Management Inc. 4 - 2024-03-31 351,204 $40,494,000 -13,317
   BP WEALTH MANAGEMENT LLC 15 - 2023-12-31 384,526 $40,464,000 -472,492
   Smallwood Wealth Investment Management LLC 1 - 2024-03-31 341,961 $39,428,000 -2,628
   APEX INVESTMENT SERVICES, INC. 4 - 2024-03-31 335,005 $38,626,000 -7,530
   CRESTWOOD ADVISORS LLC 38 - 2023-12-31 358,839 $37,761,000 1,185
   BLB&B ADVISORS LLC 12 - 2024-03-31 326,947 $37,697,000 9,736
  100 Records found
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