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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
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 40 - 2023-12-31 757,615 $79,724,000 0
   MACQUARIE GROUP LTD 357 - 2023-12-31 628,132 $66,098,000 0
   INDEPENDENT ORDER OF FORESTERS 2 - 2023-12-31 584,407 $61,497,000 0
   COCONUT GROVE BANK - 2024-03-31 59,310 $6,838,000 0
   New Capital Management LP 14 - 2024-03-31 35,168 $4,055,000 0
   LCNB CORP 13 - 2023-12-31 34,900 $3,673,000 0
   Bordeaux Wealth Advisors LLC 14 - 2024-03-31 31,674 $3,652,000 0
   LAZARD ASSET MANAGEMENT LLC 589 - 2023-12-31 32,865 $3,458,000 0
   HANLON INVESTMENT MANAGEMENT, INC. 17 - 2024-03-31 29,515 $3,403,000 0
   Allie Family Office LLC 10 - 2023-12-31 31,196 $3,283,000 0
   Summit Trail Advisors LLC 92 - 2024-03-31 27,595 $3,182,000 0
   SILVIA MCCOLL WEALTH MANAGEMENT LLC 7 - 2024-03-31 24,800 $2,806,000 0
   KOCHIS FITZ/QUINTILE LLC 82 - 2024-03-31 23,083 $2,661,000 0
   BROWN ADVISORY HOLDINGS INC 593 - 2024-03-31 22,259 $2,566,000 0
   Sowa Financial Group Inc. 12 - 2024-03-31 23,380 $2,460,000 0
   AGF MANAGEMENT LTD 465 - 2023-12-31 21,985 $2,313,000 0
   SINECERA CAPITAL LLC 6 - 2024-03-31 20,031 $2,310,000 0
   SAGE FINANCIAL GROUP INC - 2024-03-31 17,529 $2,021,000 0
   OXFORD FINANCIAL GROUP LTD 50 - 2023-12-31 18,347 $1,931,000 0
   RWM Asset Management LLC 62 - 2024-03-31 16,088 $1,855,000 0
   Hamilton Capital Management Inc. 20 - 2023-12-31 16,835 $1,772,000 0
   Patten Group Inc. 65 - 2024-03-31 14,656 $1,690,000 0
   Silicon Hills Wealth Management LLC 21 - 2023-06-30 16,317 $1,596,000 0
   Quantinno Capital Management LP 477 - 2023-12-31 14,594 $1,536,000 0
   Stephenson & Company Inc. - 2024-03-31 13,202 $1,522,000 0
   GELLER FAMILY OFFICE SERVICES LLC 42 - 2023-12-31 14,399 $1,515,000 0
   My Personal CFO LLC 36 - 2024-03-31 11,967 $1,380,000 0
   FINANCIAL CONSULATE INC 18 - 2024-03-31 11,427 $1,318,000 0
   Icon Wealth Partners LLC 106 - 2023-09-30 13,787 $1,299,000 0
   Compass Ion Advisors LLC 70 - 2024-03-31 10,668 $1,230,000 0
   MARINO STRAM & ASSOCIATES LLC 56 - 2024-03-31 10,272 $1,184,000 0
   Cassady Schiller Wealth Management LLC 35 - 2023-12-31 11,232 $1,182,000 0
   WOLFF WIESE MAGANA LLC 38 - 2024-03-31 9,926 $1,144,000 0
   COUNTRY TRUST BANK 88 - 2024-03-31 9,580 $1,105,000 0
   Orgel Wealth Management LLC 43 - 2024-03-31 9,513 $1,097,000 0
   Somerset Trust Co 52 - 2024-03-31 9,385 $1,082,000 0
   Signature Wealth Management Partners LLC 26 - 2024-03-31 9,315 $1,074,000 0
   VeraBank N.A. - 2024-03-31 9,216 $1,063,000 0
   Carnick & Kubik Group LLC 121 - 2024-03-31 8,507 $981,000 0
   Essex Savings Bank 89 - 2024-03-31 9,283 $977,000 0
   MAYPORT LLC 38 - 2024-03-31 8,389 $967,000 0
   Schechter Investment Advisors LLC 225 - 2023-12-31 9,155 $963,000 0
   LexAurum Advisors LLC 92 - 2024-03-31 8,239 $950,000 0
   SOUTHEAST ASSET ADVISORS INC. 84 - 2023-12-31 8,982 $945,000 0
   Apexium Financial LP 99 - 2024-03-31 8,188 $944,000 0
   MOSAIC FAMILY WEALTH PARTNERS LLC 74 - 2023-12-31 8,952 $942,000 0
   MERIDIAN MANAGEMENT CO 51 - 2024-03-31 8,100 $934,000 0
   CLIFFORD ASSOCIATES LLC 180 - 2024-03-31 7,683 $886,000 0
   Keener Financial Planning LLC 16 - 2024-03-31 7,289 $841,000 0
   Willow Creek Wealth Management Inc. 64 - 2023-12-31 7,838 $825,000 0
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 82 - 2023-12-31 7,704 $811,000 0
   KWMG LLC 101 - 2024-03-31 6,852 $790,000 0
   Edge Capital Group LLC 184 - 2023-12-31 7,274 $765,000 0
   PUTNAM FL INVESTMENT MANAGEMENT CO - 2024-03-31 6,070 $700,000 0
   KLINGENSTEIN FIELDS & CO LLC - 2024-03-31 5,722 $660,000 0
   Financial Architects LLC 15 - 2024-03-31 5,500 $634,000 0
   DEUTSCHE BANK AG 2171 - 2023-12-31 6,025 $634,000 0
   GYL Financial Synergies LLC 219 - 2023-12-31 5,993 $631,000 0
   FIRST MANHATTAN CO 436 - 2023-12-31 5,881 $619,000 0
   SOL CAPITAL MANAGEMENT CO 203 - 2024-03-31 5,344 $616,000 0
   SCHMEIDLER A R & CO INC - 2024-03-31 5,269 $608,000 0
   GERMAN AMERICAN BANCORP INC. 75 - 2023-12-31 5,780 $608,000 0
   Stonebridge Capital Advisors LLC 130 - 2023-12-31 5,754 $605,000 0
   NORTHERN OAK CAPITAL MANAGEMENT INC 153 - 2024-03-31 5,233 $603,000 0
   WETHERBY ASSET MANAGEMENT INC 503 - 2023-12-31 5,490 $578,000 0
   DAVIS R M INC 171 - 2023-12-31 5,450 $574,000 0
   Gemmer Asset Management LLC 75 - 2024-03-31 4,878 $562,000 0
   Vista Wealth Management Group LLC - 2024-03-31 4,860 $560,000 0
   HALL LAURIE J TRUSTEE 72 - 2024-03-31 4,704 $542,000 0
   TELEMUS CAPITAL LLC 229 - 2023-12-31 5,096 $536,000 0
   AWM CAPITAL LLC 58 - 2024-03-31 4,611 $532,000 0
   SALEM INVESTMENT COUNSELORS INC 261 - 2024-03-31 4,580 $528,000 0
   XML Financial LLC 212 - 2023-12-31 4,875 $513,000 0
   WealthSpring Partners LLC 40 - 2023-09-30 5,368 $506,000 0
   CFO4Life Group LLC - 2023-12-31 4,600 $484,000 0
   Asset Allocation & Management Company LLC 36 - 2024-03-31 4,143 $478,000 0
   Elwood & Goetz Wealth Advisory Group LLC 50 - 2024-03-31 4,065 $469,000 0
   Schiavi & Co LLC 16 - 2023-12-31 4,430 $466,000 0
   Ruggaard & Associates LLC 57 - 2023-12-31 4,410 $464,000 0
   L.M. KOHN & COMPANY 151 - 2024-03-31 3,955 $456,000 0
   BIDWELL C M & ASSOCIATES LTD/ 53 - 2023-12-31 4,318 $454,000 0
   WSFS CAPITAL MANAGEMENT LLC - 2024-03-31 3,900 $450,000 0
   WHITTIER TRUST CO - 2024-03-31 3,899 $450,000 0
   Rossmore Private Capital 170 - 2023-12-31 4,150 $437,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 31 - 2024-03-31 3,783 $436,000 0
   CULBERTSON A N & CO INC - 2024-03-31 3,695 $426,000 0
   Valtinson Bruner Financial Planning LLC - 2024-03-31 3,628 $418,000 0
   Evanson Asset Management LLC 204 - 2024-03-31 3,557 $410,000 0
   PRIVATE CAPITAL ADVISORS INC 60 - 2024-03-31 3,505 $404,000 0
   AF Advisors Inc. 11 - 2024-03-31 3,494 $403,000 0
   CADINHA & CO LLC 71 - 2024-03-31 3,409 $393,000 0
   AMERICAN NATIONAL BANK 148 - 2024-03-31 3,412 $393,000 0
   BNC WEALTH MANAGEMENT LLC 76 - 2024-03-31 3,358 $387,000 0
   HANCOCK HOLDING CO 492 - 2023-12-31 3,670 $386,000 0
   PEAPACK GLADSTONE FINANCIAL CORP 528 - 2023-12-31 3,615 $381,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 42 - 2022-12-31 4,311 $366,000 0
   Shira Ridge Wealth Management 57 - 2024-03-31 3,109 $358,000 0
   AMG NATIONAL TRUST BANK 360 - 2023-12-31 3,384 $356,000 0
   Bristlecone Advisors LLC 214 - 2024-03-31 3,038 $350,000 0
   PAPP L ROY & ASSOCIATES 138 - 2024-03-31 3,013 $347,000 0
  100 Records found
  1    
  Page 1 of 1
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