iShares Core S&P Total U.S.ITOTETF
13F holders, Q1 2025 (March 31)1,433holders
88new positions
76sold out
4famous investors
$121.55avg. 13F price*
At the end of Q1 2025, 1,433 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, unchanged from Q4 2024. 88 opened new positions and 76 sold out. The largest holders were Wells Fargo & Company ($7.1B), BlackRock, Inc. ($7.1B) and Betterment LLC ($1.4B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $141.3M |
| Exits | 76 | $71.4M |
All 13F filers, Q4 2024 → Q1 2025: 16,110,330 shares bought and 7,213,145 shares sold, net +8,897,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,433 holders
| Wells Fargo & Company | 1.73% | Add +6.0% | 58,591,129 | $7.1B |
| BlackRock, Inc. | 0.15% | Add +4.5% | 58,126,617 | $7.1B |
| Betterment LLC | 3.34% | Reduce -2.2% | 11,538,827 | $1.4B |
| Wealthfront Advisers LLC | 3.60% | Add +12.8% | 11,002,156 | $1.3B |
| Morgan Stanley | 0.09% | Reduce -2.2% | 10,297,404 | $1.3B |
| Alliancebernstein L.P. | 0.41% | Add +3.5% | 9,334,754 | $1.1B |
| Bank of America Corp. | 0.07% | Add +5.9% | 6,327,592 | $772.0M |
| LPL Financial LLC | 0.25% | Add +3.1% | 5,253,679 | $641.0M |
| Focus Partners Wealth | 1.43% | Add +3.6% | 4,674,812 | $570.4M |
| Focus Partners Advisor Solutions, LLC | 7.54% | Add +10.2% | 4,067,044 | $496.2M |
| Blue Trust, Inc. | 5.91% | Add +2.7% | 3,782,324 | $461.5M |
| Ballentine Partners, LLC | 7.60% | Add +2.2% | 3,593,372 | $438.4M |
| SigFig Wealth Management, LLC | 15.31% | Add +0.3% | 3,489,882 | $423.6M |
| Parallel Advisors, LLC | 7.07% | Reduce -0.4% | 2,560,483 | $312.4M |
| AlTi Global, Inc. | 8.13% | Add +4.8% | 2,542,030 | $310.2M |
| Envestnet Asset Management Inc. | 0.10% | Add +4.6% | 2,429,382 | $296.4M |
| Raymond James Financial Inc. | 0.11% | Add +2.2% | 2,399,293 | $292.7M |
| Creative Planning | 0.25% | Add +0.9% | 2,143,444 | $261.5M |
| Cerity Partners LLC | 0.53% | Reduce -2.6% | 2,100,645 | $256.3M |
| Allworth Financial LP | 1.43% | Add +24.1% | 2,118,890 | $252.8M |
| Prime Capital Investment Advisors, LLC | 2.86% | Add +29.0% | 2,007,444 | $244.9M |
| Ameriprise Financial Inc. | 0.06% | Reduce -5.5% | 1,923,454 | $234.7M |
| Mesirow Financial Investment Management, Inc. | 4.51% | Add +88.7% | 1,908,118 | $232.8M |
| Lido Advisors, LLC | 1.37% | Reduce -0.1% | 1,885,818 | $230.1M |
| Osaic Holdings, Inc. | 0.51% | Add +11.3% | 1,876,014 | $228.9M |
| Sentinel Trust Co. Lba | 26.15% | Add +0.6% | 1,817,069 | $221.7M |
| Cisco Systems, Inc. | 74.18% | Reduce -16.5% | 1,722,500 | $210.2M |
| Provenance Wealth Advisors, LLC | 30.06% | Reduce -0.9% | 1,713,579 | $209.1M |
| Auto-Owners Insurance Co | 5.47% | Reduce -16.4% | 2,751,570 | $206.8M |
| Commonwealth Equity Services, LLC | 0.28% | Add +2.0% | 1,626,188 | $198.4M |
| TD Capital Management LLC | 18.06% | Reduce -2.4% | 1,461,163 | $178.3M |
| Evensky & Katz LLC | 11.65% | Add +2.8% | 1,423,088 | $173.6M |
| Stifel Financial Corp. | 0.18% | Reduce -33.6% | 1,389,249 | $169.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.0% | 1,362,967 | $166.3M |
| Allstate Corp. | 4.40% | Reduce -5.3% | 1,227,566 | $149.8M |
| Klaas Financial Asset Advisors, LLC | 24.95% | Reduce -0.0% | 1,186,328 | $144.7M |
| Partners Capital Investment Group, LLP | 2.41% | Add +132.4% | 1,168,032 | $142.5M |
| Royal Bank of Canada | 0.03% | Reduce -12.1% | 1,158,179 | $141.3M |
| Mariner, LLC | 0.22% | Reduce -1.3% | 1,101,726 | $134.3M |
| Cobblestone Capital Advisors LLC | 7.16% | Reduce -4.5% | 1,071,289 | $130.7M |
| UBS Group AG | 0.03% | Add +1.7% | 1,068,825 | $130.4M |
| LJI Wealth Management, LLC | 25.21% | Add +5.4% | 1,037,692 | $126.6M |
| Rock Creek Group LLC | 14.40% | Add +6.7% | 995,414 | $121.6M |
| HighTower Advisors, LLC | 0.16% | Reduce -4.9% | 990,499 | $120.9M |
| Stratos Investment Management, LLC | 6.42% | Reduce -0.2% | 986,886 | $120.4M |
| HB Wealth Management, LLC | 0.99% | Add +0.8% | 961,484 | $117.3M |
| True Link Financial Advisors, LLC | 8.74% | Add +3.3% | 960,247 | $117.2M |
| FMR LLC | 0.01% | Reduce -8.2% | 959,353 | $117.1M |
| Disciplina Capital Management LLC | 16.03% | Add +4.0% | 903,204 | $110.2M |
| Wick Capital Partners, LLC | 32.01% | Reduce -0.6% | 878,402 | $107.2M |
| Claar Advisors LLC | 35.56% | Add +4.0% | 863,399 | $105.3M |
| Winthrop Advisory Group LLC | 11.96% | Add +0.1% | 815,720 | $99.5M |
| Facet Wealth, Inc. | 2.40% | Add +63.8% | 752,437 | $92.6M |
| Goldstein Advisors, LLC | 13.51% | Reduce -3.5% | 756,965 | $92.4M |
| Zhang Financial LLC | 4.77% | Add +11.2% | 738,789 | $90.1M |
| Johnson Bixby & Associates, LLC | 12.87% | Reduce -15.2% | 705,476 | $86.1M |
| Jaffetilchin Investment Partners, LLC | 6.04% | Reduce -0.3% | 682,543 | $83.3M |
| Independent Order of Foresters | 58.27% | No change | 672,744 | $82.1M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +5.3% | 658,265 | $80.3M |
| Ancora Advisors LLC | 1.77% | Add +0.6% | 650,425 | $79.4M |
| Ullmann Wealth Partners Group, LLC | 10.43% | Reduce -0.5% | 643,165 | $78.5M |
| Cetera Investment Advisers | 0.15% | Add +6.1% | 626,430 | $76.4M |
| Elm Partners Management LLC | 4.64% | Reduce -49.0% | 590,786 | $72.1M |
| US Bancorp \de | 0.09% | Reduce -1.5% | 549,408 | $67.0M |
| Corient Private Wealth LP | 0.11% | Add +104.8% | 542,678 | $66.2M |
| Allen Investment Management, LLC | 0.75% | Reduce -0.5% | 528,525 | $64.5M |
| Heritage Wealth Advisors | 3.26% | Reduce -0.3% | 527,685 | $64.4M |
| Tanager Wealth Management LLP | 8.34% | New | 525,408 | $64.1M |
| Truist Financial Corp. | 0.10% | Add +4.4% | 498,949 | $60.9M |
| MML Investors Services, LLC | 0.20% | Add +0.2% | 497,484 | $60.7M |
| Cwm, LLC | 0.24% | Reduce -3.9% | 490,146 | $59.8M |
| Simon Quick Advisors, LLC | 3.38% | Reduce -11.1% | 486,698 | $59.4M |
| Blair William & Co. | 0.18% | Add +0.5% | 482,572 | $58.9M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -0.2% | 465,567 | $56.8M |
| O'Brien Wealth Partners LLC | 10.52% | Reduce -1.7% | 462,849 | $56.5M |
| jvl associates llc | 22.72% | Add +0.6% | 461,311 | $56.3M |
| Orion Porfolio Solutions, LLC | 0.54% | Add +1.3% | 453,892 | $55.4M |
| Orion Portfolio Solutions, LLC | 0.54% | Add +1.3% | 453,892 | $55.4M |
| Vantage Financial Partners, LLC | 13.26% | Add +0.5% | 437,222 | $53.3M |
| Spectrum Strategic Capital Management, LLC | 33.03% | Reduce -1.4% | 431,717 | $52.7M |
| Cresset Asset Management, LLC | 0.26% | Reduce -10.2% | 429,475 | $52.4M |
| Pineridge Advisors LLC | 20.29% | Add +2.0% | 425,637 | $51.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.2% | 420,313 | $51.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +6.4% | 409,798 | $50.0M |
| Crestwood Advisors Group, LLC | 0.94% | Add +2.5% | 407,248 | $49.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.13% | Reduce -2.4% | 385,270 | $47.0M |
| Jones Financial Companies LLLP | 0.04% | Add +40.1% | 386,533 | $46.9M |
| Regatta Capital Group, LLC | 8.95% | Add +1.4% | 378,650 | $46.2M |
| Mission Wealth Management, LP | 1.12% | Add +1.5% | 366,227 | $44.7M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -6.5% | 365,241 | $44.6M |
| Smallwood Wealth Investment Management, LLC | 27.93% | Add +3.0% | 363,558 | $44.4M |
| Geneos Wealth Management Inc. | 1.47% | Add +0.8% | 360,053 | $43.9M |
| Private Advisor Group, LLC | 0.26% | Reduce -3.0% | 347,323 | $42.4M |
| &partners | 0.45% | Reduce -10.7% | 351,485 | $42.3M |
| BLB&B Advisors, LLC | 2.15% | Reduce -0.7% | 345,598 | $42.2M |
| Strategic Point Investment Advisors, LLC | 6.96% | Reduce -1.5% | 342,231 | $41.8M |
| Pure Financial Advisors, LLC | 0.86% | Add +3.3% | 336,637 | $41.1M |
| Capital Analysts, LLC | 1.53% | Reduce -5.2% | 335,828 | $41.0M |
| Truepoint, Inc. | 1.09% | Reduce -2.5% | 329,848 | $40.2M |
| Eldridge Investment Advisors, Inc. | 9.17% | Reduce -1.8% | 326,596 | $39.8M |
"% 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.