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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 75 - 2023-12-31 8,535,064 $898,145,000 -877,946
   Ronald Blue Trust Inc. 5 - 2024-03-31 3,553,272 $409,692,000 -46,797
   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
   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
   CREATIVE PLANNING 38 - 2023-12-31 2,249,481 $236,713,000 -90,021
   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
   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
   HIGHTOWER ADVISORS, LLC 110 - 2023-12-31 1,142,343 $120,201,000 -19,844
   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
   ROYAL BANK OF CANADA 461 - 2023-12-31 990,470 $104,227,000 -38,070
   Zhang Financial LLC 4 - 2024-03-31 689,437 $79,492,000 -4,819
   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
   Massey Quick & Co. LLC 6 - 2024-03-31 554,930 $63,983,000 -652
   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
   Facet Wealth Inc. 12 - 2023-12-31 504,227 $54,714,000 -36,792
   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
   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
   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
   Equitable Holdings Inc. 47 - 2023-12-31 390,441 $41,086,000 -37,244
   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
   Private Advisor Group LLC 88 - 2024-03-31 322,885 $37,229,000 -3,743
   TRUEPOINT, INC. 19 - 2023-12-31 352,293 $37,072,000 -11,537
   Orion Portfolio Solutions LLC 40 - 2023-12-31 336,090 $35,215,000 -16,290
   VATERA HOLDINGS LLC 4 - 2023-12-31 333,661 $35,111,000 -9,805
   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
   STRATEGIC POINT INVESTMENT ADVISORS LLC 5 - 2023-12-31 312,044 $32,836,000 -2,603
   Capital Analysts Inc. 13 - 2023-12-31 306,710 $32,275,000 -285
   VALMARK ADVISERS INC 32 - 2023-12-31 306,702 $32,274,000 -10,442
   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
   NICOLET ADVISORY SERVICES LLC 4 - 2023-12-31 292,853 $30,258,000 -19,841
   BCGM Wealth Management LLC 1 - 2023-12-31 279,515 $29,413,000 -6,836
   Kovitz Investment Group Partners LLC 37 - 2023-12-31 270,287 $28,442,000 -8,991
   PATTON ALBERTSON & MILLER, LLC 2 - 2024-03-31 231,969 $26,746,000 -12,934
   LEGACY PRIVATE TRUST CO. 11 - 2024-03-31 225,582 $26,010,000 -7,285
   MONTICELLO WEALTH MANAGEMENT LLC 8 - 2024-03-31 218,878 $25,237,000 -289
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 102 - 2023-12-31 239,673 $25,221,000 -112,174
   Legacy Financial Advisors Inc. 3 - 2023-12-31 234,369 $24,663,000 -408,168
   Beacon Pointe Advisors LLC 77 - 2023-12-31 231,057 $24,314,000 -67,003
   Empower Advisory Group LLC 121 - 2024-03-31 203,891 $23,509,000 -1,965,995
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 5 - 2023-12-31 208,092 $21,897,000 -502
   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
   Astoria Strategic Wealth Inc. 5 - 2023-12-31 197,952 $20,830,000 -4,199
   REGAL INVESTMENT ADVISORS, LLC 5 - 2023-12-31 197,280 $20,760,000 -35,392
   COLONY GROUP LLC 89 - 2023-09-30 217,606 $20,496,000 -2,740
   Heritage Financial Services LLC 6 - 2023-12-31 193,334 $20,345,000 -13,250
   CHERRYDALE WEALTH MANAGEMENT LLC 3 - 2024-03-31 175,200 $20,201,000 -5,690
   Ironsides Asset Advisors LLC 2 - 2023-12-31 187,362 $19,716,000 -19,404
   MontVue Capital Management Inc. 1 - 2024-03-31 167,767 $19,344,000 -1,180
   KM Capital Management Ltd. 2 - 2023-12-31 179,801 $18,921,000 -10,329
   UMA Financial Services Inc. 3 - 2024-03-31 170,127 $18,804,000 -12,649
   Stokes Family Office LLC 5 - 2023-12-31 173,616 $18,270,000 -50,625
   Capstone Financial Advisors Inc. 16 - 2023-12-31 173,283 $18,235,000 -4,438
   Brookstone Capital Management 74 - 2024-03-31 156,321 $18,024,000 -125,420
   Gleason Group Inc. 8 - 2024-03-31 148,033 $17,068,000 -618
   Planned Solutions Inc. 3 - 2024-03-31 145,968 $16,830,000 -1,848
   ADVISORY SERVICES NETWORK, LLC 39 - 2023-12-31 157,224 $16,545,000 -709
   BANK OF NEW YORK MELLON CORP 1678 - 2024-03-31 143,398 $16,534,000 -7,374
   NORTHERN TRUST CORP 1746 - 2023-12-31 156,863 $16,507,000 -759
   ALLSTATE CORP 11 - 2023-12-31 155,106 $16,322,000 -14,000
   Tortoise Investment Management LLC 7 - 2023-12-31 153,787 $16,183,000 -5,937
   Life Planning Partners Inc 1 - 2024-03-31 139,336 $16,065,000 -25
   SWEENEY & MICHEL LLC 2 - 2023-09-30 161,490 $15,466,000 -1,446
   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
   Plancorp LLC 18 - 2023-12-31 139,295 $14,658,000 -4,359
   Aft Forsyth & Sober LLC 6 - 2023-12-31 136,155 $14,327,000 -10,250
   Solano Wealth Management Inc. 6 - 2023-12-31 134,733 $14,178,000 -7,021
   Regent Peak Wealth Advisors LLC 7 - 2024-03-31 121,080 $13,961,000 -51,540
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 40 - 2023-12-31 130,812 $13,765,000 -21,469
   ETF Portfolio Partners Inc. 8 - 2024-03-31 114,222 $13,170,000 -4,819
   Divergent Wealth Advisors LLC 9 - 2023-12-31 124,791 $13,132,000 -4,423
   PINNACLE FINANCIAL PARTNERS INC 94 - 2024-03-31 111,343 $12,838,000 -721
   SMITH SHELLNUT WILSON LLC /ADV 2 - 2024-03-31 106,609 $12,292,000 -131
   JANNEY MONTGOMERY SCOTT LLC 464 - 2024-03-31 106,091 $12,232,000 -2,581
   FIRST HAWAIIAN BANK 35 - 2024-03-31 104,394 $12,037,000 -6,610
  100 Records found
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