iShares Core S&P Total U.S.ITOTETF

13F holders, Q3 2025 (September 30)
1,522holders +48
98new positions
45sold out
5famous investors
$145.65avg. 13F price*

At the end of Q3 2025, 1,522 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 48 from Q2 2025. 98 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($10.1B), Wells Fargo & Company ($9.2B) and Betterment LLC ($1.6B). 5 famous investors held it, including Joel Greenblatt (0.1% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions98$205.7M
Exits45$39.5M

All 13F filers, Q2 2025 → Q3 2025: 21,516,961 shares bought and 4,284,529 shares sold, net +17,232,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,522 holders

BlackRock, Inc. 0.18% Add +12.7% 69,665,025 $10.1B
Wells Fargo & Company 1.88% Add +6.6% 63,192,828 $9.2B
Betterment LLC 3.15% Reduce -3.0% 10,939,405 $1.6B
Morgan Stanley 0.09% Add +2.6% 10,704,460 $1.6B
Wealthfront Advisers LLC 3.61% Reduce -0.1% 10,556,052 $1.5B
Alliancebernstein L.P. 0.45% Add +2.9% 9,884,130 $1.4B
Bank of America Corp. 0.07% Add +0.8% 6,256,659 $911.3M
LPL Financial LLC 0.26% Add +10.1% 6,019,015 $876.7M
Focus Partners Wealth 1.18% Add +2.4% 5,010,735 $729.8M
Focus Partners Advisor Solutions, LLC 8.06% Add +16.5% 4,822,896 $710.6M
Envestnet Asset Management Inc. 0.17% Reduce -5.3% 4,156,774 $605.4M
Blue Trust, Inc. 6.47% Add +0.6% 3,958,928 $576.6M
SigFig Wealth Management, LLC 16.18% Add +1.9% 3,604,140 $523.3M
Ballentine Partners, LLC 6.97% Reduce -0.9% 3,447,157 $502.1M
Auto-Owners Insurance Co 11.42% Add +1.5% 3,037,774 $442.5M
AlTi Global, Inc. 9.40% Add +4.0% 2,751,738 $400.8M
Raymond James Financial Inc. 0.12% Add +5.1% 2,482,040 $361.5M
Parallel Advisors, LLC 6.33% Reduce -10.2% 2,368,911 $345.0M
Norinchukin Bank, The 4.39% No change 2,246,560 $327.2M
Creative Planning 0.23% Reduce -0.7% 2,103,130 $306.3M
Allworth Financial LP 1.31% Reduce -1.8% 2,029,185 $295.6M
Cerity Partners LLC 0.48% Reduce -0.7% 2,016,646 $293.7M
Ameriprise Financial Inc. 0.07% Add +1.9% 2,002,302 $291.7M
Lido Advisors, LLC 1.11% Reduce -3.3% 1,833,068 $267.0M
Sentinel Trust Co. Lba 26.32% Reduce -1.1% 1,773,514 $258.3M
Provenance Wealth Advisors, LLC 31.01% Reduce -0.3% 1,647,193 $239.9M
Osaic Holdings, Inc. 0.34% Reduce -2.3% 1,682,543 $239.3M
Prime Capital Investment Advisors, LLC 2.85% Reduce -0.4% 1,560,683 $227.3M
Stifel Financial Corp. 0.20% Add +64.4% 1,515,176 $220.7M
JPMorgan Chase & Co. 0.01% Reduce -0.7% 1,512,944 $220.4M
Cisco Systems, Inc. 54.00% Reduce -13.1% 1,497,500 $218.1M
Evensky & Katz LLC 12.17% Add +3.8% 1,440,844 $209.9M
TD Capital Management LLC 17.93% Reduce -5.5% 1,366,477 $199.0M
Commonwealth Equity Services, LLC 0.25% Reduce -18.6% 1,303,963 $189.9M
Klaas Financial Asset Advisors, LLC 26.97% Reduce -0.2% 1,233,899 $179.7M
Cobblestone Capital Advisors LLC 8.58% Add +1.9% 1,227,179 $178.7M
Royal Bank of Canada 0.03% Add +5.7% 1,212,538 $176.6M
LJI Wealth Management, LLC 29.10% Reduce -3.6% 1,142,723 $166.4M
Mariner, LLC 0.21% Add +0.5% 1,119,988 $163.0M
Disciplina Capital Management LLC 19.75% Reduce -3.1% 1,114,301 $162.3M
True Link Financial Advisors, LLC 9.99% Add +0.6% 1,065,791 $155.2M
UBS Group AG 0.03% Reduce -4.4% 1,060,406 $154.4M
Mesirow Financial Investment Management, Inc. 2.67% Add +0.3% 1,022,868 $149.0M
HB Wealth Management, LLC 1.01% Add +4.7% 1,020,342 $148.6M
Stratos Investment Management, LLC 5.99% Add +3.4% 996,277 $145.1M
Allstate Corp. 3.31% Add +32.9% 994,742 $144.9M
Claar Advisors LLC 42.77% Reduce -0.7% 992,001 $144.5M
Zhang Financial LLC 5.74% Add +10.4% 969,900 $141.3M
HighTower Advisors, LLC 0.16% Reduce -3.6% 959,785 $139.8M
FMR LLC 0.01% Add +7.2% 950,937 $138.5M
Tanager Wealth Management LLP 14.23% Add +13.9% 930,417 $135.5M
Winthrop Advisory Group LLC 11.47% Add +4.1% 900,447 $131.2M
Rock Creek Group LLC 13.11% Add +10.3% 855,375 $124.6M
Wick Capital Partners, LLC 29.47% Add +12663.1% 848,872 $123.6M
Cetera Investment Advisers 0.14% Add +18.8% 828,807 $120.7M
Mercer Global Advisors Inc. 0.18% Add +142.7% 753,842 $109.8M
Jaffetilchin Investment Partners, LLC 6.32% Add +1.0% 725,617 $105.7M
Johnson Bixby & Associates, LLC 13.21% Reduce -0.5% 707,841 $103.1M
Facet Wealth, Inc. 2.13% Reduce -2.9% 706,146 $102.9M
Independent Order of Foresters 58.27% No change 672,744 $98.0M
Ancora Advisors LLC 1.95% Add +1.0% 667,197 $97.2M
Jones Financial Companies LLLP 0.06% Add +20.1% 639,369 $92.6M
Cambridge Investment Research Advisors, Inc. 0.25% Add +1.8% 634,888 $92.5M
Ullmann Wealth Partners Group, LLC 10.09% Reduce -1.2% 633,980 $92.3M
Goldstein Advisors, LLC 11.16% Add +23.3% 630,400 $91.8M
Horizon Wealth Management, LLC 12.87% New 601,887 $87.7M
Orion Porfolio Solutions, LLC 0.67% Reduce -2.2% 591,975 $86.2M
Partners Capital Investment Group, LLP 3.05% Reduce -9.6% 526,649 $76.7M
Cwm, LLC 0.23% Add +7.9% 526,024 $76.6M
Allen Investment Management, LLC 0.85% No change 525,606 $76.6M
Blair William & Co. 0.20% Add +3.3% 512,253 $74.6M
MML Investors Services, LLC 0.19% Reduce -3.8% 495,447 $72.2M
Truist Financial Corp. 0.10% Reduce -7.6% 481,167 $70.1M
Goldman Sachs Group Inc. 0.01% Add +23.7% 477,032 $69.5M
Simon Quick Advisors, LLC 3.07% Add +0.4% 465,685 $67.8M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -2.8% 458,480 $67.1M
Adventist Health System/ West 10.92% New 460,365 $67.1M
jvl associates llc 21.95% Add +2.9% 455,366 $66.3M
O'Brien Wealth Partners LLC 8.90% Reduce -1.1% 451,392 $65.7M
Northwestern Mutual Wealth Management Co. 0.04% Add +0.3% 444,709 $64.8M
Vantage Financial Partners, LLC 13.32% Add +0.6% 434,128 $63.2M
Clark Capital Management Group, Inc. 0.39% Reduce -11.4% 428,448 $62.4M
Cresset Asset Management, LLC 0.27% Add +4.0% 416,124 $60.6M
Elm Partners Management LLC 3.00% Add +7.4% 410,381 $59.8M
Regatta Capital Group, LLC 8.67% Add +0.8% 377,064 $54.9M
Smallwood Wealth Investment Management, LLC 27.98% Add +3.5% 373,874 $54.5M
Friday Financial 22.76% Add +14.5% 373,175 $54.4M
Brady Martz Wealth Solutions, LLC 9.83% Add +5.9% 371,654 $54.1M
Aviso Financial Inc. 2.14% Add +4.5% 361,570 $52.7M
Geneos Wealth Management Inc. 1.32% Reduce -1.9% 357,070 $52.0M
Kestra Advisory Services, LLC 0.24% Reduce -2.9% 354,327 $51.6M
Forvis Mazars Wealth Advisors, LLC 1.02% Reduce -5.3% 352,030 $51.3M
Strategic Point Investment Advisors, LLC 7.32% Add +1.5% 350,142 $51.0M
Corient Private Wealth LP 0.08% Add +32.2% 349,717 $50.9M
Mission Wealth Management, LP 1.04% Reduce -3.3% 349,411 $50.9M
Capital Analysts, LLC 1.45% Add +1.3% 341,349 $49.7M
NorthCoast Asset Management LLC 0.19% Add +0.9% 340,808 $49.6M
Pure Financial Advisors, LLC 0.77% Reduce -0.5% 331,080 $48.2M
Eldridge Investment Advisors, Inc. 10.95% Reduce -0.6% 330,295 $48.1M
Truepoint, Inc. 1.11% Reduce -0.7% 327,207 $47.7M

"% 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 1,522 holders