iShares Core S&P Total U.S.ITOTETF

13F holders, Q4 2025 (December 31)
1,649holders +127
92new positions
61sold out
5famous investors
$148.38avg. 13F price*

At the end of Q4 2025, 1,649 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 127 from Q3 2025. 92 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($10.5B), Wells Fargo & Company ($9.5B) and Wealthfront Advisers LLC ($1.7B). 5 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions92$110.2M
Exits61$69.9M

All 13F filers, Q3 2025 → Q4 2025: 11,550,373 shares bought and 6,271,248 shares sold, net +5,279,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,649 holders

BlackRock, Inc. 0.18% Add +1.5% 70,712,218 $10.5B
Wells Fargo & Company 1.86% Add +1.1% 63,910,447 $9.5B
Wealthfront Advisers LLC 3.86% Add +10.0% 11,612,076 $1.7B
Morgan Stanley 0.10% Add +1.8% 10,899,766 $1.6B
Betterment LLC 3.03% Reduce -2.4% 10,680,855 $1.6B
Alliancebernstein L.P. 0.47% Add +0.9% 9,974,295 $1.5B
Bank of America Corp. 0.07% Add +2.6% 6,417,278 $954.2M
LPL Financial LLC 0.26% Add +5.1% 6,324,224 $940.3M
Focus Partners Wealth 1.04% Add +22.7% 6,150,404 $914.5M
Focus Partners Advisor Solutions, LLC 9.20% Add +4.6% 5,043,151 $749.9M
Blue Trust, Inc. 6.56% Reduce -1.4% 3,903,984 $580.5M
SigFig Wealth Management, LLC 16.13% Add +0.9% 3,638,230 $541.3M
Envestnet Asset Management Inc. 0.16% Reduce -12.9% 3,622,258 $538.6M
Auto-Owners Insurance Co 11.22% Add +18.4% 3,595,344 $534.6M
Ballentine Partners, LLC 6.75% Reduce -6.2% 3,233,771 $480.8M
AlTi Global, Inc. 8.77% Add +0.0% 2,752,284 $409.2M
Parallel Advisors, LLC 6.42% Reduce -0.6% 2,353,884 $350.0M
Norinchukin Bank, The 3.89% No change 2,246,560 $334.0M
Creative Planning 0.22% Reduce -0.9% 2,084,729 $310.0M
Ameriprise Financial Inc. 0.07% Add +3.4% 2,071,043 $308.0M
Raymond James Financial Inc. 0.10% Reduce -16.8% 2,064,355 $306.9M
Allworth Financial LP 1.21% Reduce -2.1% 1,986,400 $295.4M
Cerity Partners LLC 0.43% Reduce -2.7% 1,962,466 $291.8M
Lido Advisors, LLC 1.05% Reduce -2.5% 1,787,650 $264.7M
Sentinel Trust Co. Lba 25.98% Add +0.1% 1,774,404 $263.8M
Provenance Wealth Advisors, LLC 26.48% Reduce -2.5% 1,606,690 $238.9M
Osaic Holdings, Inc. 0.34% Reduce -7.3% 1,560,025 $232.0M
JPMorgan Chase & Co. 0.02% Add +2.6% 1,552,632 $230.9M
Prime Capital Investment Advisors, LLC 2.80% Reduce -0.8% 1,547,706 $230.1M
Captrust Financial Advisors 0.43% Add +434.4% 1,506,277 $224.0M
Stifel Financial Corp. 0.20% Reduce -1.2% 1,496,581 $222.5M
Evensky & Katz LLC 12.49% Add +3.3% 1,488,295 $221.3M
Cisco Systems, Inc. 64.28% Reduce -5.0% 1,422,500 $211.5M
TD Capital Management LLC 17.89% Reduce -0.8% 1,356,067 $201.6M
Allstate Corp. 2.54% Add +25.6% 1,249,883 $185.8M
Klaas Financial Asset Advisors, LLC 26.62% Add +0.0% 1,234,447 $183.5M
LJI Wealth Management, LLC 27.45% Add +5.8% 1,208,721 $179.7M
Commonwealth Equity Services, LLC 0.24% Reduce -7.8% 1,201,914 $178.7M
Disciplina Capital Management LLC 19.66% Add +3.7% 1,155,124 $171.8M
Mariner, LLC 0.20% Add +1.7% 1,139,382 $169.5M
Royal Bank of Canada 0.03% Reduce -7.0% 1,127,700 $167.7M
Zhang Financial LLC 5.83% Add +8.4% 1,051,877 $156.4M
UBS Group AG 0.03% Reduce -2.2% 1,037,291 $154.2M
Stratos Investment Management, LLC 6.11% Add +2.9% 1,024,654 $152.4M
HB Wealth Management, LLC 0.98% Add +0.0% 1,020,678 $151.8M
Tanager Wealth Management LLP 14.81% Add +7.3% 997,939 $148.4M
Claar Advisors LLC 43.22% Add +0.3% 994,596 $147.9M
FMR LLC 0.01% Add +4.1% 990,308 $147.2M
HighTower Advisors, LLC 0.15% Reduce -3.1% 930,170 $138.3M
Winthrop Advisory Group LLC 11.57% Add +2.0% 918,312 $136.5M
Wick Capital Partners, LLC 23.40% Add +3.4% 877,885 $130.5M
Rock Creek Group LLC 14.30% Add +2.2% 874,062 $127.5M
Mercer Global Advisors Inc. 0.19% Add +9.6% 826,324 $122.9M
Cetera Investment Advisers 0.13% Reduce -3.4% 800,996 $119.1M
True Link Financial Advisors, LLC 7.01% Reduce -27.1% 776,394 $115.4M
Mesirow Financial Investment Management, Inc. 2.26% Reduce -27.7% 739,501 $110.0M
Jaffetilchin Investment Partners, LLC 6.42% Add +1.8% 738,358 $109.8M
Jones Financial Companies LLLP 0.07% Add +15.3% 737,129 $109.6M
Johnson Bixby & Associates, LLC 12.71% Reduce -2.6% 689,578 $102.5M
Independent Order of Foresters 58.25% No change 672,744 $100.0M
Ancora Advisors LLC 2.06% Add +0.6% 671,295 $99.8M
Cambridge Investment Research Advisors, Inc. 0.26% Add +4.8% 665,622 $99.0M
Facet Wealth, Inc. 1.70% Reduce -10.4% 632,590 $96.2M
Goldstein Advisors, LLC 10.79% Add +1.0% 636,664 $94.7M
Ullmann Wealth Partners Group, LLC 9.82% Reduce -0.1% 633,541 $94.4M
Constellation Investments, Inc. 2.79% Add +124.8% 608,000 $90.4M
Orion Porfolio Solutions, LLC 0.63% Reduce -2.6% 576,445 $85.7M
Blair William & Co. 0.22% Add +5.6% 540,800 $80.4M
Cwm, LLC 0.22% Add +1.8% 535,621 $79.6M
MML Investors Services, LLC 0.19% Add +3.2% 511,375 $76.0M
Allen Investment Management, LLC 0.81% Reduce -6.9% 489,107 $72.7M
Truist Financial Corp. 0.10% Reduce -0.3% 479,905 $71.4M
Corient Private Wealth LP 0.10% Add +34.5% 470,384 $69.9M
Wealth Enhancement Advisory Services, LLC 0.09% Add +0.2% 459,541 $69.5M
Partners Capital Investment Group, LLP 2.58% Reduce -11.4% 466,334 $69.3M
jvl associates llc 22.27% Add +1.1% 460,261 $68.4M
Cresset Asset Management, LLC 0.28% Add +8.3% 450,689 $67.0M
O'Brien Wealth Partners LLC 8.80% Reduce -0.8% 447,667 $66.6M
Friday Financial 23.31% Add +19.2% 444,684 $66.1M
Simon Quick Advisors, LLC 2.88% Reduce -4.7% 443,849 $66.0M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -1.8% 436,808 $64.9M
Vantage Financial Partners, LLC 13.11% Add +0.1% 434,352 $64.6M
Rockefeller Capital Management L.P. 0.11% Add +113.6% 425,439 $63.3M
Elm Partners Management LLC 2.73% Reduce -1.5% 404,268 $60.1M
Brady Martz Wealth Solutions, LLC 10.58% Add +8.7% 404,077 $60.1M
Clark Capital Management Group, Inc. 0.37% Reduce -5.9% 402,991 $59.9M
Aviso Financial Inc. 2.26% Add +10.5% 399,543 $59.4M
Steffes Financial, Ltd. 30.74% — 395,904 $58.9M
Regatta Capital Group, LLC 8.48% Add +0.2% 377,803 $56.2M
Geneos Wealth Management Inc. 1.32% Add +1.6% 362,878 $54.0M
Kestra Advisory Services, LLC 0.22% Add +1.8% 360,661 $53.6M
&partners 0.28% Add +17.9% 359,434 $53.4M
Strategic Point Investment Advisors, LLC 7.30% Add +1.5% 355,268 $52.8M
Smallwood Wealth Investment Management, LLC 26.91% Reduce -7.5% 345,754 $51.4M
Forvis Mazars Wealth Advisors, LLC 0.97% Reduce -2.1% 344,504 $51.2M
Northwest Wealth Management, LLC 8.04% Add +5.1% 343,832 $51.1M
GM Advisory Group, LLC 1.98% Add +19.3% 340,182 $50.6M
Mission Wealth Management, LP 1.03% Reduce -3.0% 339,109 $50.4M
Capital Analysts, LLC 1.37% Reduce -2.2% 333,736 $49.6M
BLB&B Advisors, LLC 2.07% Add +3.5% 333,658 $49.6M

"% 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 1,649 holders