iShares Core S&P Total U.S.ITOTETF

13F holders, Q2 2025 (June 30)
1,474holders +41
121new positions
71sold out
6famous investors
$135.42avg. 13F price*

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

InstitutionsTotal Value
New Positions121$525.2M
Exits71$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.

Show all 1,474 holders