iShares Core S&P Total U.S.ITOTETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 1,474 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 41 from Q1 2025. 121 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($8.3B), Wells Fargo & Company ($8.0B) and Betterment LLC ($1.5B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $525.2M |
| Exits | 71 | $103.5M |
All 13F filers, Q1 2025 → Q2 2025: 16,753,977 shares bought and 10,417,166 shares sold, net +6,336,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,474 holders
| BlackRock, Inc. | 0.16% | Add +6.3% | 61,795,135 | $8.3B |
| Wells Fargo & Company | 1.77% | Add +1.2% | 59,272,047 | $8.0B |
| Betterment LLC | 3.24% | Reduce -2.3% | 11,275,319 | $1.5B |
| Wealthfront Advisers LLC | 3.67% | Reduce -4.0% | 10,566,864 | $1.4B |
| Morgan Stanley | 0.09% | Add +1.3% | 10,431,147 | $1.4B |
| Alliancebernstein L.P. | 0.42% | Add +2.9% | 9,605,846 | $1.3B |
| Bank of America Corp. | 0.07% | Reduce -1.9% | 6,205,688 | $838.0M |
| LPL Financial LLC | 0.25% | Add +4.0% | 5,466,061 | $738.1M |
| Focus Partners Wealth | 1.43% | Add +4.7% | 4,894,023 | $660.9M |
| Envestnet Asset Management Inc. | 0.17% | Add +80.7% | 4,389,579 | $592.8M |
| Focus Partners Advisor Solutions, LLC | 7.46% | Add +1.8% | 4,140,699 | $559.1M |
| Blue Trust, Inc. | 6.27% | Add +4.1% | 3,935,906 | $531.5M |
| SigFig Wealth Management, LLC | 15.73% | Add +1.4% | 3,537,670 | $475.3M |
| Ballentine Partners, LLC | 7.08% | Reduce -3.2% | 3,479,204 | $469.8M |
| Auto-Owners Insurance Co | 9.02% | Add +8.8% | 2,993,410 | $404.2M |
| AlTi Global, Inc. | 8.96% | Add +4.1% | 2,645,927 | $357.3M |
| Parallel Advisors, LLC | 7.13% | Add +3.1% | 2,638,760 | $356.3M |
| Raymond James Financial Inc. | 0.11% | Reduce -1.6% | 2,361,504 | $318.9M |
| Norinchukin Bank, The | 4.51% | New | 2,246,560 | $303.4M |
| Creative Planning | 0.24% | Reduce -1.2% | 2,117,760 | $286.0M |
| Allworth Financial LP | 1.34% | Reduce -2.5% | 2,067,050 | $279.1M |
| Cerity Partners LLC | 0.49% | Reduce -3.4% | 2,030,281 | $274.2M |
| Ameriprise Financial Inc. | 0.07% | Add +2.1% | 1,964,007 | $265.2M |
| Lido Advisors, LLC | 1.36% | Add +0.6% | 1,896,181 | $256.1M |
| Sentinel Trust Co. Lba | 26.30% | Reduce -1.3% | 1,793,612 | $242.2M |
| Cisco Systems, Inc. | 52.36% | No change | 1,722,500 | $232.6M |
| Osaic Holdings, Inc. | 0.41% | Reduce -8.2% | 1,721,438 | $232.5M |
| Provenance Wealth Advisors, LLC | 32.05% | Reduce -3.6% | 1,652,330 | $223.1M |
| Commonwealth Equity Services, LLC | 0.29% | Reduce -1.5% | 1,602,451 | $216.4M |
| Prime Capital Investment Advisors, LLC | 2.81% | Reduce -22.0% | 1,566,681 | $211.6M |
| JPMorgan Chase & Co. | 0.01% | Add +11.8% | 1,523,530 | $205.7M |
| TD Capital Management LLC | 18.44% | Reduce -1.0% | 1,446,573 | $195.3M |
| Evensky & Katz LLC | 11.45% | Reduce -2.4% | 1,388,351 | $187.5M |
| Klaas Financial Asset Advisors, LLC | 26.42% | Add +4.2% | 1,236,235 | $166.9M |
| Cobblestone Capital Advisors LLC | 8.32% | Add +12.4% | 1,203,768 | $162.6M |
| LJI Wealth Management, LLC | 27.90% | Add +14.3% | 1,185,987 | $160.2M |
| Disciplina Capital Management LLC | 19.63% | Add +27.4% | 1,150,349 | $155.3M |
| Royal Bank of Canada | 0.03% | Reduce -1.0% | 1,146,739 | $154.9M |
| Mariner, LLC | 0.22% | Add +1.1% | 1,114,306 | $150.3M |
| UBS Group AG | 0.03% | Add +3.8% | 1,109,577 | $149.8M |
| True Link Financial Advisors, LLC | 9.87% | Add +10.3% | 1,059,177 | $143.0M |
| Mesirow Financial Investment Management, Inc. | 2.69% | Reduce -46.5% | 1,019,989 | $137.7M |
| Claar Advisors LLC | 41.31% | Add +15.7% | 998,663 | $134.9M |
| HighTower Advisors, LLC | 0.17% | Add +0.5% | 995,308 | $134.4M |
| HB Wealth Management, LLC | 1.05% | Add +1.4% | 974,950 | $131.7M |
| Stratos Investment Management, LLC | 5.96% | Reduce -2.3% | 963,792 | $130.2M |
| Stifel Financial Corp. | 0.12% | Reduce -33.7% | 921,408 | $124.4M |
| Wick Capital Partners, LLC | 31.19% | Reduce -99.2% | 6,651 | $120.0M |
| FMR LLC | 0.01% | Reduce -7.6% | 886,816 | $119.8M |
| Zhang Financial LLC | 5.47% | Add +18.9% | 878,592 | $118.6M |
| Winthrop Advisory Group LLC | 11.27% | Add +6.0% | 864,811 | $116.8M |
| Tanager Wealth Management LLP | 13.01% | Add +55.4% | 816,665 | $110.3M |
| Rock Creek Group LLC | 12.20% | Reduce -22.1% | 775,465 | $104.1M |
| Allstate Corp. | 7.28% | Reduce -39.0% | 748,331 | $101.1M |
| Facet Wealth, Inc. | 2.28% | Reduce -3.4% | 727,134 | $100.4M |
| Jaffetilchin Investment Partners, LLC | 6.34% | Add +5.2% | 718,201 | $97.0M |
| Johnson Bixby & Associates, LLC | 13.20% | Add +0.9% | 711,669 | $96.1M |
| Cetera Investment Advisers | 0.16% | Add +11.4% | 697,565 | $94.2M |
| Independent Order of Foresters | 58.29% | No change | 672,744 | $90.8M |
| Ancora Advisors LLC | 1.86% | Add +1.6% | 660,503 | $89.2M |
| Ullmann Wealth Partners Group, LLC | 10.23% | Reduce -0.3% | 641,429 | $86.6M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -5.2% | 623,880 | $84.2M |
| Orion Porfolio Solutions, LLC | 0.70% | Add +33.3% | 605,036 | $81.7M |
| Partners Capital Investment Group, LLP | 3.18% | Reduce -50.1% | 582,276 | $78.6M |
| Jones Financial Companies LLLP | 0.05% | Add +37.7% | 532,145 | $71.5M |
| Allen Investment Management, LLC | 0.77% | Reduce -0.6% | 525,606 | $71.0M |
| Truist Financial Corp. | 0.10% | Add +4.3% | 520,520 | $70.3M |
| MML Investors Services, LLC | 0.20% | Add +3.5% | 514,838 | $69.5M |
| Goldstein Advisors, LLC | 9.28% | Reduce -32.5% | 511,164 | $69.0M |
| Blair William & Co. | 0.19% | Add +2.8% | 495,913 | $67.0M |
| Cwm, LLC | 0.23% | Reduce -0.6% | 487,385 | $65.8M |
| Clark Capital Management Group, Inc. | 0.45% | New | 483,793 | $65.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +1.3% | 471,707 | $64.5M |
| Simon Quick Advisors, LLC | 3.17% | Reduce -4.7% | 463,854 | $62.6M |
| O'Brien Wealth Partners LLC | 9.67% | Reduce -1.4% | 456,348 | $61.6M |
| Pineridge Advisors LLC | 21.76% | Add +4.4% | 444,556 | $60.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.5% | 443,310 | $59.9M |
| jvl associates llc | 21.48% | Reduce -4.0% | 442,766 | $59.8M |
| Vantage Financial Partners, LLC | 13.45% | Reduce -1.3% | 431,434 | $58.3M |
| Crestwood Advisors Group, LLC | 0.99% | Add +0.7% | 410,275 | $55.4M |
| Cresset Asset Management, LLC | 0.27% | Reduce -6.8% | 400,070 | $54.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.9% | 385,694 | $52.1M |
| Elm Partners Management LLC | 3.00% | Reduce -35.3% | 382,024 | $51.6M |
| Regatta Capital Group, LLC | 8.67% | Reduce -1.2% | 374,121 | $50.5M |
| Forvis Mazars Wealth Advisors, LLC | 1.08% | Reduce -3.5% | 371,676 | $50.2M |
| Kestra Advisory Services, LLC | 0.24% | Reduce -0.1% | 364,809 | $49.3M |
| Geneos Wealth Management Inc. | 1.20% | Add +1.1% | 363,986 | $49.2M |
| Smallwood Wealth Investment Management, LLC | 27.83% | Reduce -0.7% | 361,135 | $48.8M |
| Mission Wealth Management, LP | 1.06% | Reduce -1.4% | 361,135 | $48.8M |
| BLB&B Advisors, LLC | 2.25% | Add +3.0% | 355,895 | $48.1M |
| Brady Martz Wealth Solutions, LLC | 9.17% | Add +73.3% | 350,866 | $47.4M |
| Aviso Financial Inc. | 2.11% | Add +6.8% | 346,144 | $46.7M |
| Strategic Point Investment Advisors, LLC | 7.18% | Add +0.8% | 344,890 | $46.6M |
| NorthCoast Asset Management LLC | 0.20% | Add +5.3% | 337,836 | $45.6M |
| Capital Analysts, LLC | 1.52% | Add +0.3% | 336,843 | $45.5M |
| Pure Financial Advisors, LLC | 0.79% | Reduce -1.1% | 332,873 | $45.0M |
| Eldridge Investment Advisors, Inc. | 9.38% | Add +1.7% | 332,205 | $44.9M |
| Private Advisor Group, LLC | 0.24% | Reduce -4.5% | 331,639 | $44.8M |
| Truepoint, Inc. | 1.11% | Reduce -0.1% | 329,441 | $44.5M |
| Wooster Corthell Wealth Management, Inc. | 8.19% | Add +0.6% | 327,410 | $44.2M |
"% 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.