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Get Institutions for : 
iShares Core S&P Total US (ITOT)  
$114.39 0.63 (0.55%) as of 4:30 Thu 5/9


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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  : 
16.39 (16.72%)  




 
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
   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
   COLONY GROUP, LLC 87 *New 2023-12-31 227,766 $23,968,000 227,766
   Monashee Investment Management LLC 7 *New 2023-12-31 216,860 $22,820,000 216,860
   Vantage Financial Partners Ltd. Inc. 9 *New 2023-12-31 116,877 $12,299,000 116,877
   MONEYWISE INC. 6 *New 2024-03-31 90,071 $10,385,000 90,071
   Cornerstone Retirement Group Inc. 5 *New 2023-09-30 75,640 $7,125,000 75,640
   AQR CAPITAL MANAGEMENT LLC 830 *New 2023-12-31 65,018 $6,842,000 65,018
   Schwab Charitable Fund *New 2023-12-31 58,172 $6,121,000 58,172
   WESTWOOD HOLDINGS GROUP INC 247 *New 2023-12-31 50,976 $5,364,000 50,976
   REX CAPITAL ADVISORS LLC 6 *New 2022-12-31 51,354 $4,355,000 51,354
   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
   JustInvest LLC 378 *New 2023-12-31 16,676 $1,755,000 16,676
   NewEdge Wealth LLC 322 *New 2023-12-31 15,927 $1,676,000 15,927
   ATRIA INVESTMENTS LLC 745 *New 2023-12-31 13,412 $1,411,000 13,412
   HARTLINE INVESTMENT CORP/ 88 *New 2024-03-31 11,974 $1,381,000 11,974
   EQIS CAPITAL MANAGEMENT, INC. 209 *New 2023-12-31 10,736 $1,130,000 10,736
   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
   Virtue Capital Management LLC 89 *New 2023-12-31 9,214 $951,000 9,214
   SCOTIA CAPITAL INC. 485 *New 2023-12-31 8,006 $842,000 8,006
   VILLERE ST DENIS J & CO LLC 49 *New 2024-03-31 6,517 $751,000 6,517
   Capital Planning Advisors LLC 85 *New 2023-12-31 6,327 $666,000 6,327
   TRANSCEND WEALTH COLLECTIVE LLC *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
   VisionPoint Advisory Group LLC 88 *New 2023-12-31 5,472 $576,000 5,472
   Arete Wealth Advisors LLC 374 *New 2023-12-31 5,291 $557,000 5,291
   Eagle Strategies LLC 155 *New 2024-03-31 4,600 $530,000 4,600
   D E SHAW & CO INC 2210 *New 2023-12-31 4,766 $502,000 4,766
   IFG Advisors LLC 76 *New 2024-03-31 4,061 $468,000 4,061
   VANGUARD GROUP INC 4048 *New 2023-12-31 4,449 $468,000 4,449
   Security Financial Services INC. 112 *New 2024-03-31 3,902 $450,000 3,902
   COMMERCE BANK N A/MO *New 2024-03-31 3,794 $437,000 3,794
   Atomi Financial Group Inc. 316 *New 2023-12-31 4,000 $421,000 4,000
   CFO4Life L.P. 120 *New 2022-12-31 4,600 $390,000 4,600
   Meeder Advisory Services Inc. *New 2023-12-31 3,667 $386,000 3,667
   BROAD RUN INVESTMENT MANAGEMENT, LLC 26 *New 2023-12-31 3,342 $352,000 3,342
   ROTHSCHILD INVESTMENT CORP /IL 333 *New 2023-09-30 3,377 $318,000 3,377
   CWA Asset Management Group LLC 321 *New 2023-12-31 3,005 $316,000 3,005
   Confluence Wealth Services Inc. 287 *New 2024-03-31 2,335 $269,000 2,335
   Crew Capital Management Ltd. *New 2024-03-31 2,298 $265,000 2,298
   PROVISE MANAGEMENT GROUP LLC 301 *New 2023-12-31 2,295 $242,000 2,295
   SWMG LLC 90 *New 2023-12-31 2,267 $239,000 2,267
   Optiver Holding B.V. 114 *New 2023-12-31 2,262 $238,000 2,262
   Moors & Cabot Inc. 717 *New 2023-12-31 2,121 $223,000 2,121
   Raab & Moskowitz Asset Management LLC 158 *New 2023-12-31 2,117 $223,000 2,117
   Allen Capital Group LLC 194 *New 2024-03-31 1,899 $219,000 1,899
   Harbor Group Inc. 74 *New 2024-03-31 1,900 $219,000 1,900
   U.S. Capital Wealth Advisors LLC 611 *New 2023-12-31 2,081 $219,000 2,081
   Cornerstone Wealth Management LLC 501 *New 2024-03-31 1,872 $216,000 1,872
   Smith Anglin Financial LLC 177 *New 2024-03-31 1,868 $215,000 1,868
   WorthPointe LLC 67 *New 2023-12-31 2,034 $214,000 2,034
   Sheaff Brock Investment Advisors LLC 400 *New 2023-12-31 2,037 $214,000 2,037
   TANDEM CAPITAL MANAGEMENT CORP /ADV 108 *New 2023-12-31 2,037 $214,000 2,037
   Relyea Zuckerberg Hanson LLC 219 *New 2024-03-31 1,844 $213,000 1,844
   Arkadios Wealth Advisors *New 2024-03-31 1,843 $212,000 1,843
   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
   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
   MJP ASSOCIATES INC /ADV 219 *New 2024-03-31 1,764 $203,000 1,764
   Summit Financial Wealth Advisors LLC *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
   FSA Wealth Management LLC 59 *New 2023-12-31 1,486 $156,000 1,486
   ZBN.A. 337 *New 2023-12-31 1,412 $149,000 1,412
   Global Assets Advisory LLC 497 *New 2024-03-31 12,997 $113,000 12,997
   Castleview Partners LLC 255 *New 2023-12-31 630 $66,000 630
   Dunhill Financial LLC 81 *New 2023-12-31 627 $66,000 627
   Rice Partnership LLC 102 *New 2023-12-31 587 $62,000 587
   HARVEST GROUP WEALTH MANAGEMENT LLC 61 *New 2023-03-31 645 $58,000 645
   Advisors Preferred LLC *New 2023-12-31 474 $50,000 474
   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 *New 2024-03-31 164 $19,000 164
   Quent Capital LLC *New 2024-03-31 139 $16,000 139
   Stuart Chaussee & Associates Inc. 98 *New 2023-12-31 149 $16,000 149
   JNBA FINANCIAL ADVISORS 427 *New 2024-03-31 128 $15,000 128
   Missouri Trust & Investment Co 293 *New 2023-12-31 100 $11,000 100
   Planning Capital Management Corp 495 *New 2024-03-31 32 $4,000 32
   Fortis Advisors LLC 226 *New 2023-12-31 31 $3,000 31
   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
  92 Records found
  1    
  Page 1 of 1
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