iShares Core S&P Total U.S.ITOTETF
13F holders, Q3 2024 (September 30)1,283holders +37
91new positions
50sold out
3famous investors
$125.52avg. 13F price*
At the end of Q3 2024, 1,283 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 37 from Q2 2024. 91 opened new positions and 50 sold out. The largest holders were Wells Fargo & Company ($6.9B), BlackRock, Inc. ($6.7B) and Betterment LLC ($1.5B). 3 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $180.7M |
| Exits | 50 | $1.0B |
All 13F filers, Q2 2024 → Q3 2024: 18,594,964 shares bought and 13,774,869 shares sold, net +4,820,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,283 holders
| Wells Fargo & Company | 1.68% | Add +14.7% | 55,081,020 | $6.9B |
| BlackRock, Inc. | 0.14% | — | 53,698,702 | $6.7B |
| Betterment LLC | 3.64% | Reduce -2.1% | 12,128,884 | $1.5B |
| Morgan Stanley | 0.10% | Reduce -1.0% | 10,483,239 | $1.3B |
| Alliancebernstein L.P. | 0.38% | Add +0.9% | 8,922,512 | $1.1B |
| Wealthfront Advisers LLC | 3.22% | Add +20.3% | 8,330,478 | $1.0B |
| Bank of America Corp. | 0.06% | Add +1.4% | 5,789,551 | $727.3M |
| LPL Financial LLC | 0.27% | Reduce -0.1% | 4,741,032 | $595.6M |
| Focus Partners Wealth | 1.67% | Add +723.5% | 4,169,128 | $523.7M |
| Ballentine Partners, LLC | 7.54% | Add +7.6% | 3,509,696 | $440.9M |
| SigFig Wealth Management, LLC | 15.91% | Reduce -3.0% | 3,500,614 | $438.1M |
| Blue Trust, Inc. | 5.61% | Add +2.2% | 3,618,186 | $429.8M |
| Focus Partners Advisor Solutions, LLC | 8.08% | Add +9.2% | 3,053,463 | $383.6M |
| Auto-Owners Insurance Co | 8.51% | No change | 2,767,880 | $347.7M |
| Cisco Systems, Inc. | 76.21% | Reduce -14.8% | 2,652,500 | $333.2M |
| Parallel Advisors, LLC | 7.74% | Reduce -1.5% | 2,611,584 | $328.1M |
| AlTi Global, Inc. | 7.38% | Add +2.4% | 2,443,105 | $306.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +1.4% | 2,224,203 | $279.4M |
| Cerity Partners LLC | 0.61% | Reduce -1.5% | 2,185,707 | $274.6M |
| Creative Planning | 0.27% | Reduce -1.3% | 2,149,914 | $270.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -3.9% | 1,912,481 | $240.4M |
| Stifel Financial Corp. | 0.25% | Reduce -45.8% | 1,904,727 | $239.3M |
| Sentinel Trust Co. Lba | 26.24% | Reduce -2.0% | 1,834,914 | $230.5M |
| Provenance Wealth Advisors, LLC | 27.16% | Add +0.2% | 1,730,556 | $217.4M |
| Allworth Financial LP | 1.28% | Reduce -0.1% | 1,670,407 | $209.8M |
| Raymond James Financial Services Advisors, Inc. | 0.28% | Add +22.4% | 1,647,343 | $206.9M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -3.8% | 1,604,234 | $201.5M |
| Osaic Holdings, Inc. | 0.45% | Add +1.2% | 1,572,879 | $197.6M |
| Prime Capital Investment Advisors, LLC | 2.79% | Reduce -2.1% | 1,558,260 | $195.7M |
| TD Capital Management LLC | 19.18% | Reduce -2.5% | 1,524,701 | $191.5M |
| Pegasus Partners Ltd. | 17.10% | Add +1.9% | 1,453,610 | $182.6M |
| Evensky & Katz LLC | 10.87% | Add +5.3% | 1,328,368 | $166.9M |
| Royal Bank of Canada | 0.04% | Reduce -8.3% | 1,327,464 | $166.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.3% | 1,303,265 | $163.7M |
| Elm Partners Management LLC | 10.77% | Add +14.1% | 1,199,615 | $150.7M |
| Klaas Financial Asset Advisors, LLC | 26.05% | Add +0.9% | 1,196,227 | $150.3M |
| UBS Group AG | 0.04% | Reduce -1.7% | 1,167,475 | $146.7M |
| Mariner, LLC | 0.25% | Add +1.4% | 1,106,683 | $139.0M |
| Cobblestone Capital Advisors LLC | 7.77% | Add +0.8% | 1,102,751 | $138.5M |
| Rock Creek Group LLC | 15.84% | Reduce -17.9% | 1,097,206 | $138.2M |
| Kingsview Wealth Management, LLC | 2.81% | Add +9.5% | 1,065,402 | $133.8M |
| HighTower Advisors, LLC | 0.20% | Add +1.9% | 1,059,109 | $133.1M |
| Mesirow Financial Investment Management, Inc. | 2.44% | Add +1.7% | 1,005,210 | $126.3M |
| HB Wealth Management, LLC | 1.29% | Reduce -2.1% | 956,135 | $120.1M |
| FMR LLC | 0.01% | Reduce -0.1% | 919,548 | $115.5M |
| True Link Financial Advisors, LLC | 9.77% | Add +6.6% | 915,630 | $115.0M |
| LJI Wealth Management, LLC | 23.46% | Add +2.0% | 913,099 | $114.7M |
| Disciplina Capital Management LLC | 18.11% | Add +544.9% | 900,256 | $113.1M |
| Wick Capital Partners, LLC | 35.72% | Add +5.0% | 879,419 | $110.5M |
| Partners Capital Investment Group, LLP | 1.76% | Add +4.8% | 875,843 | $110.0M |
| Goldstein Advisors, LLC | 16.04% | Reduce -1.8% | 839,651 | $105.5M |
| Johnson Bixby & Associates, LLC | 15.96% | Reduce -0.0% | 833,466 | $104.7M |
| Claar Advisors LLC | 35.08% | Add +2.6% | 829,875 | $104.2M |
| Winthrop Advisory Group LLC | 12.18% | Add +3.3% | 784,194 | $98.5M |
| Reliant Wealth Planning | 38.67% | Add +1.3% | 710,862 | $89.3M |
| Stratos Investment Management, LLC | 6.04% | Add +19.1% | 688,624 | $86.5M |
| Macquarie Group Ltd. | 0.09% | Add +2.0% | 684,074 | $85.9M |
| Jaffetilchin Investment Partners, LLC | 6.38% | Reduce -1.7% | 668,034 | $83.9M |
| Zhang Financial LLC | 5.30% | Reduce -2.9% | 667,769 | $83.9M |
| Ullmann Wealth Partners Group, LLC | 10.60% | Add +0.2% | 652,426 | $82.0M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +5.0% | 648,006 | $81.4M |
| Raymond James & Associates | 0.05% | Add +1.0% | 636,617 | $80.0M |
| Cetera Investment Advisers | 0.17% | Add +5.0% | 626,272 | $78.7M |
| Ancora Advisors LLC | 1.79% | Add +2.8% | 624,811 | $78.5M |
| Simon Quick Advisors, LLC | 4.48% | Reduce -0.5% | 563,973 | $70.8M |
| Independent Order of Foresters | 39.86% | No change | 549,619 | $69.0M |
| Cresset Asset Management, LLC | 0.27% | Add +2.3% | 545,592 | $68.5M |
| Heritage Wealth Advisors | 3.14% | Reduce -0.1% | 532,821 | $66.9M |
| Allen Investment Management, LLC | 0.79% | No change | 531,212 | $66.7M |
| Executive Wealth Management, LLC | 5.19% | New | 526,910 | $66.2M |
| MML Investors Services, LLC | 0.23% | Add +1.3% | 508,049 | $63.8M |
| Cwm, LLC | 0.27% | Add +13.5% | 506,309 | $63.6M |
| Facet Wealth, Inc. | 1.79% | Reduce -0.3% | 501,409 | $62.8M |
| O'Brien Wealth Partners LLC | 11.64% | Reduce -3.1% | 472,395 | $59.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -1.1% | 463,863 | $58.3M |
| Truist Financial Corp. | 0.09% | Reduce -4.2% | 463,060 | $58.2M |
| Blair William & Co. | 0.17% | Add +5.2% | 458,876 | $57.6M |
| Orion Porfolio Solutions, LLC | 0.57% | Reduce -3.8% | 456,349 | $57.3M |
| Orion Portfolio Solutions, LLC | 0.57% | Reduce -3.8% | 456,349 | $57.3M |
| jvl associates llc | 21.85% | Reduce -1.3% | 451,205 | $56.7M |
| Spectrum Strategic Capital Management, LLC | 38.08% | Reduce -1.0% | 446,574 | $56.1M |
| Equitable Holdings, Inc. | 0.54% | Add +6.6% | 445,153 | $55.9M |
| Vantage Financial Partners, LLC | 13.29% | Reduce -1.6% | 426,448 | $53.6M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -5.1% | 416,100 | $52.3M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -2.9% | 406,089 | $50.6M |
| Forvis Mazars Wealth Advisors, LLC | 1.15% | Reduce -3.1% | 398,812 | $50.1M |
| US Bancorp \de | 0.06% | Reduce -23.2% | 396,556 | $49.8M |
| Private Advisor Group, LLC | 0.31% | Add +11.1% | 396,313 | $49.8M |
| Crestwood Advisors Group, LLC | 0.91% | Add +2.1% | 378,614 | $47.6M |
| Kestra Advisory Services, LLC | 0.26% | Reduce -3.3% | 370,041 | $46.5M |
| Mission Wealth Management, LP | 1.14% | Reduce -1.1% | 367,110 | $46.1M |
| Geneos Wealth Management Inc. | 1.74% | Reduce -0.6% | 363,427 | $45.7M |
| Regatta Capital Group, LLC | 8.86% | Add +25.5% | 363,421 | $45.7M |
| Capital Analysts, LLC | 1.84% | Reduce -0.8% | 359,945 | $45.2M |
| Smallwood Wealth Investment Management, LLC | 31.80% | Add +2.2% | 354,968 | $44.6M |
| Pure Financial Advisors, LLC | 1.06% | Reduce -2.3% | 351,934 | $44.2M |
| BLB&B Advisors, LLC | 2.24% | Add +2.0% | 349,026 | $43.8M |
| Strategic Point Investment Advisors, LLC | 7.21% | Add +0.4% | 348,038 | $43.7M |
| Truepoint, Inc. | 1.16% | Reduce -1.3% | 343,646 | $43.2M |
| NorthCoast Asset Management LLC | 0.30% | Add +42.4% | 344,622 | $43.0M |
"% 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.