iShares Core S&P Total U.S.ITOTETF
13F holders, Q1 2024 (March 31)1,226holders
5famous investors
$115.25avg. 13F price*
At the end of Q1 2024, 1,226 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings. The largest holders were Wells Fargo & Company ($5.6B), BlackRock Inc. ($5.0B) and Betterment LLC ($1.5B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Core S&P Total U.S.
- CUSIP
- 464287150
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $111.1M |
| Exits | 53 | $172.0M |
Ownership 1,226 holders
| Wells Fargo & Company | 1.48% | Reduce -1.0% | 48,581,071 | $5.6B |
| BlackRock Inc. | 0.12% | Add +3.9% | 43,464,431 | $5.0B |
| Betterment LLC | 3.93% | Reduce -3.6% | 12,693,409 | $1.5B |
| Morgan Stanley | 0.10% | Reduce -1.3% | 10,626,690 | $1.2B |
| Alliancebernstein L.P. | 0.36% | Add +4.2% | 8,911,306 | $1.0B |
| Charles Schwab Investment Management Inc. | 0.21% | Reduce -8.4% | 7,817,531 | $901.4M |
| Bank of America Corp. | 0.06% | Reduce -4.1% | 5,691,165 | $656.2M |
| Wealthfront Advisers LLC | 2.07% | Add +8.3% | 5,119,108 | $590.2M |
| LPL Financial LLC | 0.28% | Add +22.0% | 4,478,098 | $516.3M |
| SigFig Wealth Management, LLC | 15.32% | Reduce -0.1% | 3,621,782 | $417.6M |
| Blue Trust, Inc. | 5.77% | Reduce -1.3% | 3,553,272 | $409.7M |
| Ballentine Partners, LLC | 7.13% | Reduce -0.5% | 3,256,191 | $375.4M |
| Buckingham Strategic Wealth, LLC | 3.88% | Add +23.2% | 3,191,672 | $368.0M |
| Cisco Systems, Inc. | 79.34% | Reduce -11.8% | 3,112,500 | $358.9M |
| Parallel Advisors, LLC | 9.48% | Reduce -11.6% | 3,035,335 | $350.0M |
| Stifel Financial Corp. | 0.38% | Reduce -2.4% | 2,882,947 | $332.4M |
| Auto-Owners Insurance Co | 8.44% | No change | 2,767,880 | $319.1M |
| Focus Partners Advisor Solutions, LLC | 7.74% | Add +28.6% | 2,320,751 | $267.6M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -46.5% | 2,305,251 | $265.8M |
| AlTi Global, Inc. | 7.13% | Add +2.3% | 2,218,775 | $255.8M |
| Cerity Partners LLC | 0.67% | Reduce -2.3% | 2,204,720 | $254.2M |
| Creative Planning | 0.28% | Reduce -3.5% | 2,171,821 | $250.4M |
| Sentinel Trust Co. Lba | 28.52% | Reduce -0.8% | 1,914,459 | $220.7M |
| Ameriprise Financial Inc. | 0.06% | Add +3.5% | 1,846,761 | $213.1M |
| Provenance Wealth Advisors, LLC | 28.30% | Reduce -0.2% | 1,745,090 | $201.2M |
| Allworth Financial LP | 1.40% | Reduce -5.8% | 1,716,556 | $197.9M |
| Prime Capital Investment Advisors, LLC | 2.74% | Add +32.2% | 1,701,660 | $196.2M |
| Commonwealth Equity Services, LLC | 0.32% | Reduce -2.5% | 1,685,556 | $194.3M |
| Rock Creek Group LLC | 23.37% | Add +4.9% | 1,610,202 | $185.7M |
| TD Capital Management LLC | 19.43% | Reduce -5.4% | 1,580,235 | $182.2M |
| Osaic Holdings, Inc. | 0.40% | Reduce -3.1% | 1,571,315 | $181.2M |
| Royal Bank of Canada | 0.04% | Add +41.1% | 1,397,425 | $161.1M |
| UBS Group AG | 0.05% | Add +0.5% | 1,316,276 | $151.8M |
| Pegasus Partners Ltd. | 16.03% | Add +3.2% | 1,312,139 | $151.3M |
| Raymond James Financial Services Advisors, Inc. | 0.21% | Add +4.3% | 1,237,093 | $142.6M |
| Evensky & Katz LLC | 9.78% | Add +4.8% | 1,202,131 | $138.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.1% | 1,159,688 | $133.7M |
| Cobblestone Capital Advisors LLC | 8.11% | Add +3.7% | 1,116,937 | $128.8M |
| Mariner, LLC | 0.26% | Add +4.2% | 1,091,579 | $125.9M |
| Elm Partners Management LLC | 9.84% | Add +4.9% | 1,079,047 | $124.4M |
| HighTower Advisors, LLC | 0.20% | Reduce -6.5% | 1,067,985 | $123.1M |
| Disciplina Capital Management LLC | 19.58% | Reduce -0.8% | 1,006,897 | $116.1M |
| Mesirow Financial Investment Management, Inc. | 2.56% | Add +6.0% | 974,682 | $112.4M |
| Klaas Financial Asset Advisors, LLC | 22.03% | Reduce -1.2% | 957,947 | $110.5M |
| O'Brien Wealth Partners LLC | 25.14% | Reduce -3.1% | 942,915 | $108.7M |
| FMR LLC | 0.01% | Add +6.5% | 919,698 | $106.0M |
| Kingsview Wealth Management, LLC | 2.58% | Add +12.3% | 890,946 | $102.7M |
| True Link Financial Advisors, LLC | 9.41% | Add +1.2% | 850,891 | $98.1M |
| LJI Wealth Management, LLC | 25.22% | Add +2.0% | 845,510 | $97.5M |
| Goldstein Advisors, LLC | 16.36% | Add +1.3% | 830,443 | $95.8M |
| HB Wealth Management, LLC | 1.19% | Add +0.4% | 822,826 | $94.9M |
| Johnson Bixby & Associates, LLC | 16.39% | Add +0.8% | 818,011 | $94.3M |
| Duff & Phelps Investment Management Co. | 1.05% | No change | 757,615 | $87.4M |
| Claar Advisors LLC | 27.93% | Add +41.5% | 752,475 | $86.8M |
| Winthrop Advisory Group LLC | 11.94% | Add +5.0% | 715,729 | $82.5M |
| Reliant Wealth Planning | 38.59% | Add +1.8% | 699,710 | $80.7M |
| Zhang Financial LLC | 5.89% | Reduce -0.7% | 689,437 | $79.5M |
| Jaffetilchin Investment Partners, LLC | 7.00% | Add +6.0% | 677,416 | $78.1M |
| Ullmann Wealth Partners Group, LLC | 11.25% | Reduce -2.1% | 655,997 | $75.6M |
| Cetera Investment Advisers | 0.17% | Add +299.4% | 631,802 | $72.8M |
| Raymond James & Associates | 0.05% | Reduce -4.0% | 622,041 | $71.7M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +4.1% | 609,930 | $70.3M |
| Macquarie Group Ltd. | 0.08% | Reduce -5.8% | 591,879 | $68.2M |
| Ancora Advisors LLC | 1.54% | Add +5.2% | 583,339 | $67.3M |
| Executive Wealth Management, LLC | 5.85% | Add +9.4% | 580,715 | $66.8M |
| Simon Quick Advisors, LLC | 4.79% | Reduce -0.1% | 554,930 | $64.0M |
| Independent Order of Foresters | 39.27% | Reduce -8.3% | 535,655 | $61.8M |
| Heritage Wealth Advisors | 2.82% | Reduce -0.1% | 535,203 | $61.7M |
| MML Investors Services, LLC | 0.25% | Reduce -5.6% | 533,495 | $61.5M |
| Allen Investment Management, LLC | 0.77% | Add +7.2% | 531,212 | $61.2M |
| Facet Wealth, Inc. | 2.05% | Add +6.1% | 534,881 | $60.8M |
| Cresset Asset Management, LLC | 0.28% | Add +3.7% | 507,515 | $58.5M |
| Orion Porfolio Solutions, LLC | 0.61% | Add +46.9% | 493,866 | $56.9M |
| Orion Portfolio Solutions, LLC | 0.61% | Add +46.9% | 493,866 | $56.9M |
| Truist Financial Corp. | 0.08% | Add +2.4% | 482,115 | $55.6M |
| Spectrum Strategic Capital Management, LLC | 41.07% | Reduce -1.3% | 467,170 | $53.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +4.2% | 465,603 | $53.7M |
| Stratos Investment Management, LLC | 5.22% | Add +0.4% | 464,117 | $53.5M |
| SVB Wealth LLC | 1.19% | Add +20.5% | 463,463 | $53.4M |
| jvl associates llc | 21.65% | Reduce -0.4% | 455,670 | $52.5M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -2.0% | 446,363 | $51.5M |
| TRUE Private Wealth Advisors | 5.84% | Add +4.8% | 441,691 | $50.9M |
| Blair William & Co. | 0.15% | Add +9.0% | 422,368 | $48.7M |
| Vantage Financial Partners, LLC | 12.99% | Add +1.1% | 418,723 | $48.3M |
| Forvis Mazars Wealth Advisors, LLC | 1.21% | Reduce -29.0% | 413,404 | $47.7M |
| Mercer Global Advisors Inc. | 0.14% | Add +2.6% | 412,186 | $47.5M |
| Equitable Holdings, Inc. | 0.52% | Add +2.5% | 400,155 | $46.1M |
| Rehmann Capital Advisory Group | 3.38% | Add +0.8% | 393,404 | $45.4M |
| Mission Wealth Management, LP | 1.18% | Reduce -1.0% | 380,163 | $43.8M |
| Pure Financial Advisors, LLC | 1.33% | Reduce -5.9% | 367,717 | $42.4M |
| Capital Analysts, LLC | 1.94% | Add +17.6% | 360,844 | $41.6M |
| Kestra Advisory Services, LLC | 0.28% | Add +1.9% | 358,975 | $41.4M |
| Truepoint, Inc. | 1.17% | Add +1.6% | 358,090 | $41.3M |
| Geneos Wealth Management Inc. | 1.85% | Reduce -3.6% | 351,204 | $40.5M |
| Crestwood Advisors Group, LLC | 0.88% | Reduce -2.3% | 350,617 | $40.4M |
| Tolleson Wealth Management, Inc. | 7.83% | Add +8.7% | 347,217 | $40.0M |
| Strategic Point Investment Advisors, LLC | 7.26% | Add +11.2% | 347,044 | $40.0M |
| Smallwood Wealth Investment Management, LLC | 30.56% | Reduce -0.8% | 341,961 | $39.4M |
| Partners Capital Investment Group, LLP | 1.17% | Reduce -30.1% | 339,297 | $39.1M |
| Wooster Corthell Wealth Management, Inc. | 8.84% | Reduce -2.2% | 335,005 | $38.6M |
"% of holder's portfolio" is ITOT's weight in each manager's 13F, not the share of iShares Core S&P Total U.S. the manager owns.