iShares Core S&P Total U.S.ITOTETF
13F holders, Q4 2024 (December 31)1,433holders +150
95new positions
46sold out
6famous investors
$128.69avg. 13F price*
At the end of Q4 2024, 1,433 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 150 from Q3 2024. 95 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($7.2B), Wells Fargo & Company ($7.1B) and Betterment LLC ($1.5B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $94.9M |
| Exits | 46 | $65.8M |
All 13F filers, Q3 2024 → Q4 2024: 13,692,813 shares bought and 5,936,623 shares sold, net +7,756,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,433 holders
| BlackRock, Inc. | 0.15% | Add +3.6% | 55,632,141 | $7.2B |
| Wells Fargo & Company | 1.72% | Add +0.4% | 55,286,810 | $7.1B |
| Betterment LLC | 3.62% | Reduce -2.7% | 11,800,874 | $1.5B |
| Morgan Stanley | 0.10% | Add +0.4% | 10,528,084 | $1.4B |
| Wealthfront Advisers LLC | 3.67% | Add +17.1% | 9,753,243 | $1.3B |
| Alliancebernstein L.P. | 0.39% | Add +1.1% | 9,020,252 | $1.2B |
| Bank of America Corp. | 0.07% | Add +3.2% | 5,974,153 | $768.4M |
| LPL Financial LLC | 0.27% | Add +7.5% | 5,094,010 | $655.2M |
| Focus Partners Wealth | 1.51% | Add +8.2% | 4,512,125 | $580.3M |
| Focus Partners Advisor Solutions, LLC | 8.01% | Add +20.9% | 3,690,939 | $474.7M |
| Blue Trust, Inc. | 6.06% | Add +1.8% | 3,681,868 | $473.6M |
| Ballentine Partners, LLC | 7.75% | Add +0.2% | 3,517,157 | $452.4M |
| SigFig Wealth Management, LLC | 16.25% | Reduce -0.6% | 3,479,498 | $449.0M |
| Auto-Owners Insurance Co | 9.63% | Add +19.0% | 3,293,450 | $423.6M |
| Parallel Advisors, LLC | 7.48% | Reduce -1.6% | 2,571,020 | $330.7M |
| AlTi Global, Inc. | 7.53% | Reduce -0.7% | 2,426,013 | $312.0M |
| Raymond James Financial Inc. | 0.11% | — | 2,347,922 | $302.0M |
| Envestnet Asset Management Inc. | 0.10% | Add +4.4% | 2,322,350 | $298.7M |
| Cerity Partners LLC | 0.60% | Reduce -1.4% | 2,155,823 | $277.3M |
| Creative Planning | 0.27% | Reduce -1.2% | 2,123,293 | $273.1M |
| Stifel Financial Corp. | 0.28% | Add +9.9% | 2,093,597 | $269.3M |
| Cisco Systems, Inc. | 75.01% | Reduce -22.2% | 2,062,500 | $265.3M |
| Ameriprise Financial Inc. | 0.07% | Add +6.4% | 2,034,601 | $261.7M |
| Lido Advisors, LLC | 1.53% | Add +519.2% | 1,888,554 | $242.9M |
| Sentinel Trust Co. Lba | 26.67% | Reduce -1.6% | 1,805,861 | $232.3M |
| Allworth Financial LP | 1.26% | Add +2.3% | 1,708,089 | $228.0M |
| Provenance Wealth Advisors, LLC | 28.74% | Reduce -0.1% | 1,729,357 | $222.4M |
| Osaic Holdings, Inc. | 0.49% | Add +7.1% | 1,685,168 | $216.8M |
| Commonwealth Equity Services, LLC | 0.30% | Reduce -0.6% | 1,594,252 | $205.1M |
| Prime Capital Investment Advisors, LLC | 2.91% | Reduce -0.2% | 1,555,823 | $200.1M |
| TD Capital Management LLC | 19.57% | Reduce -1.8% | 1,497,019 | $192.5M |
| Evensky & Katz LLC | 11.65% | Add +4.2% | 1,384,562 | $178.1M |
| JPMorgan Chase & Co. | 0.01% | Add +4.6% | 1,363,559 | $175.4M |
| Royal Bank of Canada | 0.04% | Reduce -0.7% | 1,317,577 | $169.5M |
| Allstate Corp. | 4.91% | Add +3574.6% | 1,296,810 | $166.8M |
| Klaas Financial Asset Advisors, LLC | 26.88% | Reduce -0.8% | 1,186,788 | $152.6M |
| Elm Partners Management LLC | 10.17% | Reduce -3.5% | 1,157,812 | $148.9M |
| Cobblestone Capital Advisors LLC | 7.86% | Add +1.7% | 1,121,517 | $144.2M |
| Mariner, LLC | 0.24% | Add +0.8% | 1,115,921 | $143.6M |
| UBS Group AG | 0.03% | Reduce -10.0% | 1,051,013 | $135.2M |
| FMR LLC | 0.01% | Add +13.7% | 1,045,089 | $134.4M |
| HighTower Advisors, LLC | 0.18% | Reduce -1.7% | 1,041,554 | $134.0M |
| Mesirow Financial Investment Management, Inc. | 2.58% | Add +0.6% | 1,011,009 | $130.0M |
| Stratos Investment Management, LLC | 7.65% | Add +43.6% | 988,839 | $127.2M |
| LJI Wealth Management, LLC | 24.94% | Add +7.8% | 984,394 | $126.6M |
| HB Wealth Management, LLC | 1.25% | Reduce -0.3% | 953,699 | $122.7M |
| Rock Creek Group LLC | 12.66% | Reduce -15.0% | 932,892 | $120.4M |
| True Link Financial Advisors, LLC | 10.04% | Add +1.5% | 929,548 | $119.6M |
| Wick Capital Partners, LLC | 33.54% | Add +0.5% | 884,001 | $113.7M |
| Disciplina Capital Management LLC | 18.81% | Reduce -3.6% | 868,106 | $111.7M |
| Johnson Bixby & Associates, LLC | 16.32% | Reduce -0.2% | 831,633 | $107.0M |
| Claar Advisors LLC | 34.54% | No change | 829,875 | $106.7M |
| Winthrop Advisory Group LLC | 12.58% | Add +3.9% | 815,056 | $104.8M |
| Macquarie Group Ltd. | 0.13% | Add +18.0% | 807,199 | $103.8M |
| Goldstein Advisors, LLC | 14.66% | Reduce -6.6% | 784,299 | $100.9M |
| Jaffetilchin Investment Partners, LLC | 6.38% | Add +2.5% | 684,820 | $88.1M |
| Independent Order of Foresters | 58.26% | Add +22.4% | 672,744 | $86.5M |
| Zhang Financial LLC | 4.89% | Reduce -0.5% | 664,668 | $85.5M |
| Ancora Advisors LLC | 1.86% | Add +3.5% | 646,790 | $83.2M |
| Ullmann Wealth Partners Group, LLC | 10.73% | Reduce -0.9% | 646,449 | $83.1M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Reduce -3.5% | 625,381 | $80.4M |
| Cetera Investment Advisers | 0.16% | Reduce -5.7% | 590,381 | $75.9M |
| US Bancorp \de | 0.09% | Add +40.7% | 557,906 | $71.8M |
| Simon Quick Advisors, LLC | 4.22% | Reduce -3.0% | 547,292 | $70.4M |
| Allen Investment Management, LLC | 0.79% | No change | 531,212 | $68.3M |
| Heritage Wealth Advisors | 3.38% | Reduce -0.7% | 529,279 | $68.1M |
| Executive Wealth Management, LLC | 5.20% | Reduce -2.1% | 515,976 | $66.4M |
| Cwm, LLC | 0.27% | Add +0.8% | 510,211 | $65.6M |
| Partners Capital Investment Group, LLP | 1.78% | Reduce -42.6% | 502,555 | $64.6M |
| MML Investors Services, LLC | 0.22% | Reduce -2.3% | 496,369 | $63.8M |
| Blair William & Co. | 0.18% | Add +4.6% | 480,124 | $61.8M |
| Cresset Asset Management, LLC | 0.30% | Reduce -12.4% | 478,104 | $61.5M |
| Truist Financial Corp. | 0.10% | Add +3.2% | 477,878 | $61.5M |
| Facet Wealth, Inc. | 1.61% | Reduce -8.4% | 459,460 | $60.8M |
| O'Brien Wealth Partners LLC | 10.91% | Reduce -0.3% | 470,908 | $60.6M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +12.1% | 466,314 | $60.0M |
| jvl associates llc | 22.35% | Add +1.6% | 458,438 | $59.0M |
| Orion Porfolio Solutions, LLC | 0.57% | Reduce -1.8% | 448,251 | $57.7M |
| Orion Portfolio Solutions, LLC | 0.57% | Reduce -1.8% | 448,251 | $57.7M |
| Equitable Holdings, Inc. | 0.54% | Reduce -0.7% | 442,095 | $56.9M |
| Spectrum Strategic Capital Management, LLC | 35.48% | Reduce -1.9% | 437,907 | $56.3M |
| Vantage Financial Partners, LLC | 14.01% | Add +2.1% | 435,264 | $56.0M |
| Pineridge Advisors LLC | 20.27% | Add +47.8% | 417,101 | $53.6M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -11.3% | 411,434 | $52.9M |
| Crestwood Advisors Group, LLC | 0.96% | Add +4.9% | 397,108 | $51.1M |
| Forvis Mazars Wealth Advisors, LLC | 1.17% | Reduce -1.0% | 394,871 | $50.8M |
| &partners | 0.61% | Add +102.6% | 393,603 | $50.7M |
| Kestra Advisory Services, LLC | 0.28% | Add +5.6% | 390,695 | $50.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +125.9% | 385,084 | $49.5M |
| Regatta Capital Group, LLC | 9.31% | Add +2.7% | 373,357 | $48.0M |
| Mission Wealth Management, LP | 1.10% | Reduce -1.7% | 360,740 | $46.4M |
| Private Advisor Group, LLC | 0.26% | Reduce -9.7% | 357,980 | $46.0M |
| Geneos Wealth Management Inc. | 1.61% | Reduce -1.7% | 357,122 | $45.9M |
| Capital Analysts, LLC | 1.83% | Reduce -1.5% | 354,402 | $45.6M |
| Smallwood Wealth Investment Management, LLC | 31.30% | Reduce -0.6% | 352,983 | $45.4M |
| BLB&B Advisors, LLC | 2.28% | Reduce -0.3% | 347,862 | $44.7M |
| Strategic Point Investment Advisors, LLC | 7.29% | Reduce -0.1% | 347,567 | $44.7M |
| NorthCoast Asset Management LLC | 0.22% | Add +0.7% | 347,068 | $44.6M |
| Truepoint, Inc. | 1.17% | Reduce -1.5% | 338,435 | $43.5M |
| Eldridge Investment Advisors, Inc. | 9.95% | Add +13.7% | 332,544 | $42.8M |
"% 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.