ISHARES TR ITOT
CORE S&P TTL STK · ETP · CUSIP 464287150
984
institutional holders
289.1m
shares reported held*
$23.1bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($35.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $79.90. Options: 4 managers hold calls ($12.8m notional), 3 hold puts ($3.8m).
Biggest calls
| CITADEL ADVISORS LLC | — | $11.3m142.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $931.0k11.7k shares |
| WOLVERINE TRADING, LLC | — | $572.0k7.1k shares |
| Cutler Group LLC / CA | — | $13.0k13.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $2.9m37.0k shares |
| CITADEL ADVISORS LLC | — | $843.0k10.6k shares |
| Cutler Group LLC / CA | — | $0100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock Portfolio Management LLC 13G · institution +0.4 pts · filed 2025-07-02 | 10.2% |
| BlackRock, Inc. 13G · institution +1.9 pts · filed 2026-10-27 | 7.3% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| WELLS FARGO & COMPANY/MN 1.35% of their portfolio | 49.3m $3.9bn | — |
| BlackRock Inc. 0.13% of their portfolio | 47.6m $3.8bn | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 14.42% of their portfolio | 18.2m $1.4bn | — |
| Betterment LLC 3.66% of their portfolio | 12.2m $1.0bn | — |
| MORGAN STANLEY 0.12% of their portfolio | 11.1m $884.7m | — |
| ALLIANCEBERNSTEIN L.P. 0.31% of their portfolio | 8.1m $642.6m | — |
| BANK OF AMERICA CORP /DE/ 0.06% of their portfolio | 5.7m $455.0m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.25% of their portfolio | 5.5m $435.2m | — |
| Milliman Financial Risk Management LLC 5.23% of their portfolio | 4.2m $334.9m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% of their portfolio | 4.1m $323.9m | — |
| SVB WEALTH LLC 4.51% of their portfolio | 3.9m $308.6m | — |
| SigFig Wealth Management, LLC 16.03% of their portfolio | 3.6m $305.7m | — |
| Blue Trust, Inc. 4.96% of their portfolio | 3.4m $282.3m | — |
| Parallel Advisors, LLC 12.33% of their portfolio | 3.4m $267.8m | — |
| OSAIC HOLDINGS, INC. 0.58% of their portfolio | 3.2m $252.6m | — |
| Creative Planning 0.44% of their portfolio | 3.2m $252.6m | — |
| Raymond James Financial Services Advisors, Inc. 0.56% of their portfolio | 3.2m $252.1m | — |
| LPL Financial LLC 0.21% of their portfolio | 2.7m $217.6m | — |
| Cisco Systems, Inc. 87.10% of their portfolio | 2.3m $181.6m | — |
| Ballentine Partners, LLC 6.23% of their portfolio | 2.3m $180.0m | — |
| SENTINEL TRUST CO LBA 29.56% of their portfolio | 2.3m $179.3m | — |
| TIEDEMANN ADVISORS, LLC 10.44% of their portfolio | 2.2m $172.2m | — |
| FMR LLC 0.02% of their portfolio | 2.1m $169.3m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.41% of their portfolio | 2.0m $161.0m | — |
| STIFEL FINANCIAL CORP 0.25% of their portfolio | 2.0m $155.1m | — |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 1.9m $151.0m | — |
| TD Capital Management LLC 20.57% of their portfolio | 1.9m $148.2m | — |
| Disciplina Capital Management LLC 30.71% of their portfolio | 1.8m $141.3m | — |
| UBS Group AG 0.08% of their portfolio | 1.8m $140.0m | — |
| Rock Creek Group LLC 18.04% of their portfolio | 1.7m $137.4m | — |
| PERSONAL CAPITAL ADVISORS CORP 0.63% of their portfolio | 1.5m $117.0m | — |
| Allworth Financial LP 1.47% of their portfolio | 1.5m $116.7m | — |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.2m $95.8m | — |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ 7.04% of their portfolio | 1.1m $84.4m | — |
| Mariner, LLC 0.34% of their portfolio | 1.1m $84.1m | — |
| BUCKINGHAM STRATEGIC WEALTH, LLC 1.68% of their portfolio | 1.0m $82.2m | — |
| O'Brien Wealth Partners LLC 32.39% of their portfolio | 967.9k $77.0m | — |
| Pegasus Partners Ltd. 15.50% of their portfolio | 950.6k $75.6m | — |
| Focus Partners Advisor Solutions, LLC 4.44% of their portfolio | 945.1k $75.2m | — |
| Klaas Financial Asset Advisors, LLC 19.07% of their portfolio | 943.5k $75.0m | — |
| TRUE Private Wealth Advisors 10.84% of their portfolio | 900.6k $71.6m | — |
| HighTower Advisors, LLC 0.19% of their portfolio | 889.4k $70.7m | — |
| ALLSTATE CORP 2.03% of their portfolio | 887.6k $70.6m | — |
| Legacy Financial Advisors, Inc. 16.44% of their portfolio | 864.3k $68.8m | — |
| Evensky & Katz LLC 7.92% of their portfolio | 841.2k $66.9m | — |
| HB Wealth Management, LLC 1.38% of their portfolio | 813.6k $64.7m | — |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.76% of their portfolio | 757.6k $60.3m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.10% of their portfolio | 737.5k $58.7m | — |
| Cresset Asset Management, LLC 0.73% of their portfolio | 722.8k $57.5m | — |
| Ullmann Wealth Partners Group, LLC 15.14% of their portfolio | 690.1k $54.9m | — |
| PATHSTONE FAMILY OFFICE, LLC 0.47% of their portfolio | 659.6k $52.5m | — |
| Zhang Financial LLC 7.87% of their portfolio | 656.4k $52.2m | — |
| Heritage Wealth Advisors 3.59% of their portfolio | 621.3k $49.4m | — |
| Clark Capital Management Group, Inc. 0.64% of their portfolio | 618.5k $49.2m | — |
| Jaffetilchin Investment Partners, LLC 6.17% of their portfolio | 604.3k $48.1m | — |
| Prime Capital Investment Advisors, LLC 2.76% of their portfolio | 603.4k $48.0m | — |
| Elm Partners Management LLC 6.47% of their portfolio | 602.6k $47.9m | — |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 602.6k $47.9m | — |
| Johnson Bixby & Associates, LLC 11.89% of their portfolio | 595.5k $47.4m | — |
| Ancora Advisors LLC 1.48% of their portfolio | 588.3k $46.8m | — |
| Reliant Wealth Planning 19.74% of their portfolio | 584.5k $46.5m | — |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 584.4k $46.5m | — |
| Independent Order of Foresters 39.86% of their portfolio | 584.4k $46.5m | — |
| Orion Porfolio Solutions, LLC 0.95% of their portfolio | 579.1k $46.1m | — |
| MML INVESTORS SERVICES, LLC 0.35% of their portfolio | 577.3k $45.9m | — |
| Legacy Private Trust Co. 4.31% of their portfolio | 570.4k $45.4m | — |
| Wick Capital Partners, LLC 26.44% of their portfolio | 514.3k $40.9m | — |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 510.4k $40.6m | — |
| Winthrop Advisory Group LLC 8.34% of their portfolio | 489.6k $38.9m | — |
| Kelly Financial Services LLC 22.63% of their portfolio | 487.2k $38.8m | — |
| AE Wealth Management LLC 0.29% of their portfolio | 457.6k $36.4m | — |
| jvl associates llc 21.75% of their portfolio | 451.9k $35.9m | — |
| SIMON QUICK ADVISORS, LLC 5.00% of their portfolio | 444.3k $35.3m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio | 429.1k $34.1m | — |
| Pure Financial Advisors, LLC 1.98% of their portfolio | 428.7k $34.1m | — |
| Patton Albertson Miller Group, LLC 7.28% of their portfolio | 425.8k $33.9m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.20% of their portfolio | 421.1k $33.5m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.20% of their portfolio | 418.9k $33.3m | — |
| MISSION WEALTH MANAGEMENT, LP 1.79% of their portfolio | 418.8k $33.3m | — |
| TRUIST FINANCIAL CORP 0.06% of their portfolio | 415.4k $33.0m | — |
| Kingsview Wealth Management, LLC 1.56% of their portfolio | 412.7k $32.8m | — |
| Avidian Wealth Enterprises, LLC 2.34% of their portfolio | 406.8k $32.4m | — |
| Thrivent Financial for Lutherans 0.09% of their portfolio | 405.2k $32.3m | — |
| OIKOS HOLDINGS LLC 11.71% of their portfolio | 401.8k $32.0m | — |
| Vantage Financial Partners, LLC 20.16% of their portfolio | 399.2k $31.7m | — |
| CIGNA INVESTMENTS INC /NEW 7.01% of their portfolio | 395.5k $31.5m | — |
| Stratos Investment Management, LLC 6.28% of their portfolio | 390.9k $31.1m | — |
| Louis-Dreyfus Family Office LLC 47.58% of their portfolio | 386.8k $30.8m | — |
| BLAIR WILLIAM & CO/IL 0.14% of their portfolio | 382.2k $30.4m | — |
| Truepoint, Inc. 1.56% of their portfolio | 382.2k $30.4m | — |
| Forvis Mazars Wealth Advisors, LLC 1.22% of their portfolio | 379.7k $30.2m | — |
| 55I, LLC 0.83% of their portfolio | 375.4k $29.9m | — |
| Valmark Advisers, Inc. 0.59% of their portfolio | 367.8k $29.3m | — |
| Rehmann Capital Advisory Group 3.20% of their portfolio | 363.2k $28.9m | — |
| True Link Financial Advisors, LLC 4.18% of their portfolio | 363.0k $28.9m | — |
| Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio | 362.8k $28.9m | — |
| Geneos Wealth Management Inc. 1.96% of their portfolio | 357.0k $28.4m | — |
| Brookstone Capital Management 0.65% of their portfolio | 355.6k $28.2m | — |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 8.27% of their portfolio | 346.4k $27.6m | — |
| NICOLET ADVISORY SERVICES, LLC 4.46% of their portfolio | 341.3k $27.4m | — |