ISHARES CORE S&P TOTAL U.S. ITOT
$163.76
-0.2% 52w: $128.41 – $165.83
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data128.41147.12165.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.6K
-25 QoQ
13F value
$51.15B
-0.4% QoQ
Smart-money holders
42
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
3.8×
$26.6M calls / $7.1M puts
Institutional value by quarter
Number of holders
Who owns ITOT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 79.9M | $11.38B | 0.2% | +13.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 66.0M | $9.40B | 1.9% | +3.2% |
| Wealthfront Advisers LLC | Wealth advisor | 14.4M | $2.05B | 4.5% | +23.8% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 10.7M | $1.58B | 0.5% | +6.8% |
| Betterment LLC | Wealth advisor | 10.6M | $1.51B | 2.9% | -0.6% |
| MORGAN STANLEY | Bank broker | 10.2M | $1.45B | 0.1% | -6.4% |
| Focus Partners Wealth | Wealth advisor | 6.7M | $953.5M | 1.1% | +8.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.6M | $942.7M | 0.1% | +3.1% |
| LPL Financial LLC | Bank broker | 5.9M | $844.5M | 0.2% | -6.2% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 5.4M | $770.9M | 7.8% | +7.4% |
| ALLSTATE CORP | Insurance | 5.3M | $761.3M | 8.1% | +327.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.2M | $603.0M | 0.2% | +16.9% |
| SigFig Wealth Management, LLC | Wealth advisor | 4.0M | $575.8M | 16.9% | +11.1% |
| Blue Trust, Inc. | Wealth advisor | 3.9M | $551.6M | 6.3% | -0.8% |
| Auto-Owners Insurance Co | Wealth advisor | 3.6M | $512.1M | 10.7% | Held |
| Ballentine Partners, LLC | Wealth advisor | 3.2M | $453.7M | 6.3% | -1.5% |
| AlTi Global, Inc. | Wealth advisor | 2.9M | $413.2M | 9.0% | +5.4% |
| Norinchukin Bank, The | Other | 2.2M | $320.0M | 3.7% | Held |
| Creative Planning | Wealth advisor | 2.0M | $291.9M | 0.2% | -1.7% |
| Allworth Financial LP | Wealth advisor | 1.9M | $277.6M | 1.1% | -1.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.9M | $277.6M | 0.1% | -5.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.9M | $273.4M | 0.1% | -7.3% |
| Cerity Partners LLC | Diversified mechanical | 1.9M | $265.6M | 0.4% | -5.0% |
| SENTINEL TRUST CO LBA | Wealth advisor | 1.8M | $256.9M | 25.5% | +1.6% |
| Lido Advisors, LLC | Wealth advisor | 1.7M | $243.7M | 1.0% | -4.3% |
| JPMORGAN CHASE & CO | Bank broker | 1.8M | $242.4M | 0.0% | +12.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.7M | $239.8M | 0.2% | +12.5% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 1.6M | $230.2M | 2.7% | +4.4% |
| Evensky & Katz LLC | Wealth advisor | 1.6M | $225.2M | 12.8% | +6.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.5M | $216.3M | 0.4% | +0.8% |
| Provenance Wealth Advisors, LLC | Wealth advisor | 1.5M | $215.1M | 22.8% | -6.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.5M | $211.2M | 0.3% | -5.0% |
| Cisco Systems, Inc. | Wealth advisor | 1.4M | $195.5M | 61.6% | -3.5% |
| Disciplina Capital Management LLC | Wealth advisor | 1.3M | $191.4M | 20.3% | +16.3% |
| TD Capital Management LLC | Wealth advisor | 1.3M | $190.8M | 17.2% | -1.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.3M | $183.8M | 0.3% | +7.4% |
| LJI Wealth Management, LLC | Wealth advisor | 1.2M | $174.0M | 27.8% | +1.0% |
| Zhang Financial LLC | Wealth advisor | 1.2M | $168.3M | 5.8% | +12.4% |
| ROYAL BANK OF CANADA | Bank broker | 1.2M | $164.0M | 0.0% | +2.1% |
| Parallel Advisors, LLC | Wealth advisor | 1.1M | $162.6M | 2.9% | -51.5% |
| Constellation Investments, Inc. | Wealth advisor | 1.1M | $157.8M | 5.2% | +82.2% |
| Tanager Wealth Management LLP | Wealth advisor | 1.1M | $157.7M | 15.3% | +11.0% |
| Mariner, LLC | Diversified mechanical | 1.1M | $155.6M | 0.2% | -3.8% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 1.1M | $150.2M | 2.4% | +42.6% |
| FMR LLC | Long only active | 1.1M | $149.7M | 0.0% | +6.1% |
| Stratos Investment Management, LLC | Wealth advisor | 1.0M | $146.6M | 5.9% | +0.5% |
| UBS Group AG | Bank broker | 1.0M | $144.8M | 0.0% | -2.0% |
| HB Wealth Management, LLC | Wealth advisor | 1.0M | $142.8M | 0.9% | -1.8% |
| Claar Advisors LLC | Wealth advisor | 994.8K | $141.7M | 48.0% | 0.0% |
| Winthrop Advisory Group LLC | Wealth advisor | 968.3K | $137.9M | 11.3% | +5.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.