iShares Core S&P Total U.S.ITOTETF
13F holders, Q2 2024 (June 30)1,246holders +20
91new positions
73sold out
4famous investors
$118.76avg. 13F price*
At the end of Q2 2024, 1,246 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 20 from Q1 2024. 91 opened new positions and 73 sold out. The largest holders were BlackRock Inc. ($5.8B), Wells Fargo & Company ($5.7B) and Betterment LLC ($1.5B). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $168.3M |
| Exits | 73 | $193.4M |
All 13F filers, Q1 2024 → Q2 2024: 15,616,821 shares bought and 8,061,422 shares sold, net +7,555,399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,246 holders
| BlackRock Inc. | 0.13% | Add +12.2% | 48,759,450 | $5.8B |
| Wells Fargo & Company | 1.48% | Reduce -1.1% | 48,028,357 | $5.7B |
| Betterment LLC | 3.81% | Reduce -2.4% | 12,393,110 | $1.5B |
| Morgan Stanley | 0.10% | Reduce -0.3% | 10,589,344 | $1.3B |
| Alliancebernstein L.P. | 0.37% | Reduce -0.8% | 8,838,607 | $1.0B |
| Charles Schwab Investment Management Inc. | 0.17% | Reduce -6.8% | 7,284,683 | $865.3M |
| Wealthfront Advisers LLC | 2.77% | Add +35.3% | 6,925,616 | $822.6M |
| Bank of America Corp. | 0.07% | Add +0.3% | 5,708,126 | $678.0M |
| LPL Financial LLC | 0.28% | Add +6.0% | 4,747,308 | $563.9M |
| SigFig Wealth Management, LLC | 16.12% | Reduce -0.3% | 3,609,131 | $428.7M |
| Buckingham Strategic Wealth, LLC | 4.39% | Add +11.8% | 3,568,902 | $423.9M |
| Stifel Financial Corp. | 0.47% | Add +21.8% | 3,511,331 | $417.1M |
| Blue Trust, Inc. | 5.60% | Reduce -0.4% | 3,539,403 | $408.1M |
| Ballentine Partners, LLC | 7.17% | Add +0.2% | 3,261,383 | $387.4M |
| Cisco Systems, Inc. | 77.91% | No change | 3,112,500 | $369.7M |
| Focus Partners Advisor Solutions, LLC | 8.72% | Add +20.5% | 2,796,719 | $332.2M |
| Auto-Owners Insurance Co | 8.69% | No change | 2,767,880 | $328.8M |
| Parallel Advisors, LLC | 8.08% | Reduce -12.6% | 2,651,696 | $315.0M |
| AlTi Global, Inc. | 7.61% | Add +7.5% | 2,386,313 | $283.4M |
| Cerity Partners LLC | 0.72% | Add +0.7% | 2,219,943 | $263.7M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -4.8% | 2,194,482 | $260.7M |
| Creative Planning | 0.28% | Add +0.3% | 2,177,646 | $258.7M |
| Ameriprise Financial Inc. | 0.06% | Add +7.7% | 1,989,769 | $236.4M |
| Sentinel Trust Co. Lba | 27.34% | Reduce -2.2% | 1,872,214 | $222.4M |
| Provenance Wealth Advisors, LLC | 28.67% | Reduce -1.1% | 1,726,413 | $205.1M |
| Allworth Financial LP | 1.30% | Reduce -2.5% | 1,672,943 | $201.4M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -1.0% | 1,668,114 | $198.1M |
| Prime Capital Investment Advisors, LLC | 2.80% | Reduce -6.5% | 1,591,024 | $189.0M |
| TD Capital Management LLC | 19.44% | Reduce -1.0% | 1,564,588 | $185.8M |
| Osaic Holdings, Inc. | 0.44% | Reduce -1.1% | 1,554,635 | $184.7M |
| Royal Bank of Canada | 0.04% | Add +3.6% | 1,448,317 | $172.0M |
| Pegasus Partners Ltd. | 17.09% | Add +8.8% | 1,426,915 | $169.5M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Add +8.8% | 1,345,319 | $159.8M |
| Rock Creek Group LLC | 21.20% | Reduce -17.0% | 1,336,767 | $158.7M |
| JPMorgan Chase & Co. | 0.01% | Add +13.9% | 1,321,014 | $156.9M |
| Evensky & Katz LLC | 10.44% | Add +5.0% | 1,261,732 | $149.9M |
| UBS Group AG | 0.04% | Reduce -9.8% | 1,187,287 | $141.0M |
| Klaas Financial Asset Advisors, LLC | 25.81% | Add +23.7% | 1,185,185 | $140.8M |
| Cobblestone Capital Advisors LLC | 8.00% | Reduce -2.0% | 1,094,021 | $129.9M |
| Mariner, LLC | 0.25% | Add +0.0% | 1,091,923 | $129.7M |
| Elm Partners Management LLC | 9.59% | Reduce -2.5% | 1,051,481 | $124.9M |
| HighTower Advisors, LLC | 0.19% | Reduce -2.7% | 1,039,562 | $123.5M |
| Mesirow Financial Investment Management, Inc. | 2.64% | Add +1.4% | 988,058 | $117.4M |
| HB Wealth Management, LLC | 1.36% | Add +18.7% | 976,661 | $116.0M |
| Kingsview Wealth Management, LLC | 2.73% | Add +9.2% | 972,977 | $115.6M |
| FMR LLC | 0.01% | Add +0.1% | 920,452 | $109.3M |
| LJI Wealth Management, LLC | 23.52% | Add +5.9% | 895,214 | $106.3M |
| True Link Financial Advisors, LLC | 9.47% | Add +0.9% | 859,016 | $102.0M |
| Goldstein Advisors, LLC | 16.99% | Add +2.9% | 854,723 | $101.5M |
| Wick Capital Partners, LLC | 34.53% | New | 837,460 | $99.5M |
| Partners Capital Investment Group, LLP | 1.68% | Add +146.2% | 835,298 | $99.4M |
| Johnson Bixby & Associates, LLC | 16.59% | Add +1.9% | 833,702 | $99.0M |
| Claar Advisors LLC | 30.87% | Add +7.5% | 808,875 | $96.1M |
| Winthrop Advisory Group LLC | 12.26% | Add +6.1% | 759,451 | $90.2M |
| Duff & Phelps Investment Management Co. | 1.15% | No change | 757,615 | $90.0M |
| Reliant Wealth Planning | 38.47% | Add +0.3% | 701,978 | $83.4M |
| Zhang Financial LLC | 5.71% | Reduce -0.3% | 687,572 | $81.7M |
| Jaffetilchin Investment Partners, LLC | 6.89% | Add +0.3% | 679,599 | $80.7M |
| Macquarie Group Ltd. | 0.09% | Add +13.3% | 670,740 | $79.7M |
| Ullmann Wealth Partners Group, LLC | 11.03% | Reduce -0.7% | 651,201 | $77.3M |
| Raymond James & Associates | 0.05% | Add +1.3% | 630,173 | $74.9M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +1.2% | 617,061 | $73.3M |
| Ancora Advisors LLC | 1.79% | Add +4.2% | 608,050 | $72.2M |
| Cetera Investment Advisers | 0.16% | Reduce -5.6% | 596,503 | $70.9M |
| Stratos Investment Management, LLC | 5.69% | Add +24.6% | 578,218 | $68.7M |
| Simon Quick Advisors, LLC | 4.76% | Add +2.2% | 567,007 | $67.3M |
| Independent Order of Foresters | 40.26% | Add +2.6% | 549,619 | $65.3M |
| Heritage Wealth Advisors | 2.86% | Reduce -0.3% | 533,572 | $63.4M |
| Cresset Asset Management, LLC | 0.27% | Add +5.1% | 533,305 | $63.3M |
| Allen Investment Management, LLC | 0.77% | No change | 531,212 | $63.1M |
| US Bancorp \de | 0.08% | Add +73.3% | 516,474 | $61.3M |
| Focus Partners Wealth | 0.20% | Add +117.4% | 506,256 | $60.1M |
| Facet Wealth, Inc. | 1.84% | Reduce -6.0% | 502,967 | $60.0M |
| MML Investors Services, LLC | 0.24% | Reduce -6.0% | 501,589 | $59.6M |
| O'Brien Wealth Partners LLC | 13.01% | Reduce -48.3% | 487,332 | $57.9M |
| Truist Financial Corp. | 0.09% | Add +0.3% | 483,383 | $57.4M |
| Orion Porfolio Solutions, LLC | 0.59% | Reduce -4.0% | 474,153 | $56.3M |
| Orion Portfolio Solutions, LLC | 0.59% | Reduce -4.0% | 474,153 | $56.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.7% | 469,054 | $55.7M |
| jvl associates llc | 21.76% | Add +0.3% | 457,056 | $54.3M |
| Spectrum Strategic Capital Management, LLC | 39.17% | Reduce -3.5% | 450,887 | $53.6M |
| Cwm, LLC | 0.25% | Add +43.0% | 446,205 | $53.0M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -1.8% | 438,382 | $52.1M |
| Blair William & Co. | 0.16% | Add +3.3% | 436,369 | $51.8M |
| Vantage Financial Partners, LLC | 13.37% | Add +3.5% | 433,509 | $51.5M |
| Mercer Global Advisors Inc. | 0.14% | Add +1.4% | 418,013 | $49.6M |
| Equitable Holdings, Inc. | 0.52% | Add +4.3% | 417,543 | $49.6M |
| Forvis Mazars Wealth Advisors, LLC | 1.22% | Reduce -0.4% | 411,570 | $48.9M |
| Rehmann Capital Advisory Group | 3.24% | Reduce -3.2% | 380,979 | $45.3M |
| TRUE Private Wealth Advisors | 5.01% | Reduce -15.7% | 372,267 | $44.2M |
| Mission Wealth Management, LP | 1.20% | Reduce -2.4% | 371,081 | $44.1M |
| Crestwood Advisors Group, LLC | 0.91% | Add +5.7% | 370,732 | $44.0M |
| Kestra Advisory Services, LLC | 0.25% | Add +6.7% | 382,837 | $43.9M |
| Geneos Wealth Management Inc. | 1.93% | Add +4.1% | 365,519 | $43.4M |
| Capital Analysts, LLC | 1.90% | Add +0.5% | 362,677 | $43.1M |
| Pure Financial Advisors, LLC | 1.19% | Reduce -2.0% | 360,211 | $42.8M |
| Private Advisor Group, LLC | 0.28% | Add +10.5% | 356,889 | $42.4M |
| Truepoint, Inc. | 1.18% | Reduce -2.8% | 348,250 | $41.4M |
| Tolleson Wealth Management, Inc. | 8.15% | Add +0.2% | 347,823 | $41.3M |
| Smallwood Wealth Investment Management, LLC | 31.87% | Add +1.6% | 347,416 | $41.3M |
"% 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.