Vault-13

ISHARES TR ITOT

CORE S&P TTL STK · ETP · CUSIP 464287150

1,645 institutional holders +124 vs Q3 2025
340,949,834340.9m shares reported held*
$50.6bnreported value*
92 new 550 added 547 reduced 64 sold out net bought ≈ $583.9m (+3.9m shares)

* 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 ($102.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $148.38. Options: 3 managers hold calls ($7.6m notional), 2 hold puts ($2.8m).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 22: 984Q4 22: 1,066Q1 23: 1,056Q2 23: 1,078Q3 23: 1,077Q4 23: 1,182Q1 24: 1,227Q2 24: 1,248Q3 24: 1,285Q4 24: 1,433Q1 25: 1,434Q2 25: 1,474Q3 25: 1,521Q4 25: 1,6451,645Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022984
Q4 20221,066
Q1 20231,056
Q2 20231,078
Q3 20231,077
Q4 20231,182
Q1 20241,227
Q2 20241,248
Q3 20241,285
Q4 20241,433
Q1 20251,434
Q2 20251,474
Q3 20251,521
Q4 20251,645

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ1 24: 556 bought or addedQ1 24: 493 cut or sold outQ2 24: 541 bought or addedQ2 24: 506 cut or sold outQ2 24Q3 24: 581 bought or addedQ3 24: 490 cut or sold outQ4 24: 565 bought or addedQ4 24: 534 cut or sold outQ4 24Q1 25: 638 bought or addedQ1 25: 566 cut or sold outQ2 25: 678 bought or addedQ2 25: 564 cut or sold outQ2 25Q3 25: 629 bought or addedQ3 25: 584 cut or sold outQ4 25: 642 bought or addedQ4 25: 611 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024556493
Q2 2024541506
Q3 2024581490
Q4 2024565534
Q1 2025638566
Q2 2025678564
Q3 2025629584
Q4 2025642611

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2.5m$5m$7.5m$10mQ1 25 calls: $8.1mQ1 25 puts: $2.2mQ1 25P/C 0.28Q2 25 calls: $9.1mQ2 25 puts: $3.1mQ2 25P/C 0.34Q3 25 calls: $8.8mQ3 25 puts: $3.7mQ3 25P/C 0.42Q4 25 calls: $7.6mQ4 25 puts: $2.8mQ4 25P/C 0.36
Numbers
QuarterCallsPutsP/C
Q1 2025$8.1m$2.2m0.28
Q2 2025$9.1m$3.1m0.34
Q3 2025$8.8m$3.7m0.42
Q4 2025$7.6m$2.8m0.36

Biggest buyers

CAPTRUST FINANCIAL ADVISORS Added +1,224,412+1.2m
Focus Partners Wealth Added +1,139,669+1.1m
Wealthfront Advisers LLC Added +1,056,024+1.1m
BlackRock, Inc. Added +1,047,193+1.0m
WELLS FARGO & COMPANY/MN Added +717,619+717.6k
Auto-Owners Insurance Co Added +557,570+557.6k
Corient Private Wealth LP Added +500,061+500.1k
Constellation Investments, Inc. Added +337,500+337.5k
LPL Financial LLC Added +305,209+305.2k
HighPoint Advisor Group LLC New +286,069+286.1k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,473,256-1.5m
Horizon Wealth Management, LLC Reduced -599,379-599.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -534,516-534.5k
RAYMOND JAMES FINANCIAL INC Reduced -417,685-417.7k
NorthCoast Asset Management LLC Reduced -330,662-330.7k
True Link Financial Advisors, LLC Reduced -289,397-289.4k
Mesirow Financial Investment Management, Inc. Reduced -283,367-283.4k
GOLDMAN SACHS GROUP INC Reduced -259,161-259.2k
Betterment LLC Reduced -258,550-258.6k
Ballentine Partners, LLC Reduced -213,386-213.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.7m24.8k shares
CITADEL ADVISORS LLC Reduced $2.0m13.6k shares
JANE STREET GROUP, LLC Reduced $1.9m12.6k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.3m15.2k shares
CITADEL ADVISORS LLC Reduced $505.5k3.4k 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.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution +0.4 pts · filed 2025-07-02 10.2% +0.4 pts 53.0m≈ $8.7bn 2025-07-02
BlackRock, Inc. 13G · institution +1.9 pts · filed 2026-10-27 7.3% +1.9 pts 42.0m≈ $6.9bn 2026-10-27

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.18% of their portfolio New York, NY 70,712,21870.7m $10.5bn $10.5bn 0.18% Added +1.0m +1,047,193
2 WELLS FARGO & COMPANY/MN 1.86% of their portfolio SAN FRANCISCO, CA 63,910,44763.9m $9.5bn $9.5bn 1.86% Added +717.6k +717,619
3 Wealthfront Advisers LLC 3.86% of their portfolio Palo Alto, CA 11,612,07611.6m $1.7bn $1.7bn 3.86% Added +1.1m +1,056,024
4 MORGAN STANLEY 0.10% of their portfolio NEW YORK, NY 10,899,76610.9m $1.6bn $1.6bn 0.10% Added +195.3k +195,306
5 Betterment LLC 3.03% of their portfolio NEW YORK, NY 10,680,85510.7m $1.6bn $1.6bn 3.03% Reduced -258.6k -258,550
6 ALLIANCEBERNSTEIN L.P. 0.47% of their portfolio NASHVILLE, TN 9,974,29510.0m $1.5bn $1.5bn 0.47% Added +90.2k +90,165
7 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 6,417,2786.4m $954.2m $954.2m 0.07% Added +160.6k +160,619
8 LPL Financial LLC 0.26% of their portfolio FORT MILL, SC 6,324,2246.3m $940.3m $940.3m 0.26% Added +305.2k +305,209
9 Focus Partners Wealth 1.04% of their portfolio ST LOUIS, MO 6,150,4046.2m $914.5m $914.5m 1.04% Added +1.1m +1,139,669
10 Focus Partners Advisor Solutions, LLC 9.20% of their portfolio SAINT LOUIS, MO 5,043,1515.0m $749.9m $749.9m 9.20% Added +220.3k +220,255
11 Blue Trust, Inc. 6.56% of their portfolio BRENTWOOD, TN 3,903,9843.9m $580.5m $580.5m 6.56% Reduced -54.9k -54,944
12 SigFig Wealth Management, LLC 16.13% of their portfolio SAN FRANCISCO, CA 3,638,2303.6m $541.3m $541.3m 16.13% Added +34.1k +34,090
13 ENVESTNET ASSET MANAGEMENT INC 0.16% of their portfolio Berwyn, PA 3,622,2583.6m $538.6m $538.6m 0.16% Reduced -534.5k -534,516
14 Auto-Owners Insurance Co 11.22% of their portfolio LANSING, MI 3,595,3443.6m $534.6m $534.6m 11.22% Added +557.6k +557,570
15 Ballentine Partners, LLC 6.75% of their portfolio Waltham, MA 3,233,7713.2m $480.8m $480.8m 6.75% Reduced -213.4k -213,386
16 AlTi Global, Inc. 8.77% of their portfolio NEW YORK, NY 2,752,2842.8m $409.2m $409.2m 8.77% Added +546 +546
17 Parallel Advisors, LLC 6.42% of their portfolio SAN FRANCISCO, CA 2,353,8842.4m $350.0m $350.0m 6.42% Reduced -15.0k -15,027
18 Norinchukin Bank, The 3.89% of their portfolio TOKYO, M0 2,246,5602.2m $334.0m $334.0m 3.89% Unchanged
19 Creative Planning 0.22% of their portfolio OVERLAND PARK, KS 2,084,7292.1m $310.0m $310.0m 0.22% Reduced -18.4k -18,401
20 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 2,071,0432.1m $308.0m $308.0m 0.07% Added +68.7k +68,741
21 RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio ST. PETERSBURG, FL 2,064,3552.1m $306.9m $306.9m 0.10% Reduced -417.7k -417,685
22 Allworth Financial LP 1.21% of their portfolio FOLSOM, CA 1,986,4002.0m $295.4m $295.4m 1.21% Reduced -42.8k -42,785
23 Cerity Partners LLC 0.43% of their portfolio NEW YORK, NY 1,962,4662.0m $291.8m $291.8m 0.43% Reduced -54.2k -54,180
24 Lido Advisors, LLC 1.04% of their portfolio Los Angeles, CA 1,787,6501.8m $264.7m $264.7m 1.04% Reduced -45.4k -45,418
25 SENTINEL TRUST CO LBA 25.98% of their portfolio HOUSTON, TX 1,774,4041.8m $263.8m $263.8m 25.98% Added +890 +890
26 Provenance Wealth Advisors, LLC 26.48% of their portfolio FORT LAUDERDALE, FL 1,606,6901.6m $238.9m $238.9m 26.48% Reduced -40.5k -40,503
27 OSAIC HOLDINGS, INC. 0.34% of their portfolio SCOTTSDALE, AZ 1,560,0251.6m $232.0m $232.0m 0.34% Reduced -122.5k -122,518
28 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,552,6321.6m $230.9m $230.9m 0.02% Reduced -1.5m -1,473,256
29 Prime Capital Investment Advisors, LLC 2.80% of their portfolio OVERLAND PARK, KS 1,547,7061.5m $230.1m $230.1m 2.80% Reduced -13.0k -12,977
30 CAPTRUST FINANCIAL ADVISORS 0.43% of their portfolio RALEIGH, NC 1,506,2771.5m $224.0m $224.0m 0.43% Added +1.2m +1,224,412
31 STIFEL FINANCIAL CORP 0.20% of their portfolio ST. LOUIS, MO 1,496,5811.5m $222.5m $222.5m 0.20% Reduced -18.6k -18,595
32 Evensky & Katz LLC 12.49% of their portfolio CORAL GABLES, FL 1,488,2951.5m $221.3m $221.3m 12.49% Added +47.5k +47,451
33 Cisco Systems, Inc. 64.28% of their portfolio San Jose, CA 1,422,5001.4m $211.5m $211.5m 64.28% Reduced -75.0k -75,000
34 TD Capital Management LLC 17.89% of their portfolio MEMPHIS, TN 1,356,0671.4m $201.6m $201.6m 17.89% Reduced -10.4k -10,410
35 ALLSTATE CORP 2.54% of their portfolio NORTHBROOK, IL 1,249,8831.2m $185.8m $185.8m 2.54% Added +255.1k +255,141
36 Klaas Financial Asset Advisors, LLC 26.62% of their portfolio LOVES PARK, IL 1,234,4471.2m $183.5m $183.5m 26.62% Added +548 +548
37 LJI Wealth Management, LLC 27.45% of their portfolio INDIANAPOLIS, IN 1,208,7211.2m $179.7m $179.7m 27.45% Added +66.0k +65,998
38 COMMONWEALTH EQUITY SERVICES, LLC 0.24% of their portfolio WALTHAM, MA 1,201,9141.2m $178.7m $178.7m 0.24% Reduced -102.0k -102,049
39 Disciplina Capital Management LLC 19.66% of their portfolio NASHVILLE, TN 1,155,1241.2m $171.8m $171.8m 19.66% Added +40.8k +40,823
40 Mariner, LLC 0.20% of their portfolio Overland Park, KS 1,139,3821.1m $169.5m $169.5m 0.20% Added +19.4k +19,394
41 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,127,7001.1m $167.7m $167.7m 0.03% Reduced -84.8k -84,838
42 Zhang Financial LLC 5.83% of their portfolio PORTAGE, MI 1,051,8771.1m $156.4m $156.4m 5.83% Added +82.0k +81,977
43 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,037,2911.0m $154.2m $154.2m 0.03% Reduced -23.1k -23,115
44 Stratos Investment Management, LLC 6.11% of their portfolio BEACHWOOD, OH 1,024,6541.0m $152.4m $152.4m 6.11% Added +28.4k +28,377
45 HB Wealth Management, LLC 0.98% of their portfolio Atlanta, GA 1,020,6781.0m $151.8m $151.8m 0.98% Added +336 +336
46 Tanager Wealth Management LLP 14.81% of their portfolio Goring On Thames, X0 997,939997.9k $148.4m $148.4m 14.81% Added +67.5k +67,522
47 Claar Advisors LLC 43.22% of their portfolio NEW YORK, NY 994,596994.6k $147.9m $147.9m 43.22% Added +2.6k +2,595
48 FMR LLC 0.01% of their portfolio BOSTON, MA 990,308990.3k $147.2m $147.2m 0.01% Added +39.4k +39,371
49 HighTower Advisors, LLC 0.15% of their portfolio CHICAGO, IL 930,170930.2k $138.3m $138.3m 0.15% Reduced -29.6k -29,615
50 Winthrop Advisory Group LLC 11.57% of their portfolio BOSTON, MA 918,312918.3k $136.5m $136.5m 11.57% Added +17.9k +17,865
51 Wick Capital Partners, LLC 23.40% of their portfolio WAYNE, PA 877,885877.9k $130.5m $130.5m 23.40% Added +29.0k +29,013
52 Rock Creek Group LLC 14.30% of their portfolio Washington, DC 874,062874.1k $127.5m $127.5m 14.30% Added +18.7k +18,687
53 Corient Private Wealth LP 0.08% of their portfolio MIAMI, FL 849,778849.8k $126.4m $126.4m 0.08% Added +500.1k +500,061
54 MERCER GLOBAL ADVISORS INC /ADV 0.19% of their portfolio DENVER, CO 826,324826.3k $122.9m $122.9m 0.19% Added +72.5k +72,482
55 Cetera Investment Advisers 0.13% of their portfolio SCHAUMBURG, IL 800,996801.0k $119.1m $119.1m 0.13% Reduced -27.8k -27,811
56 True Link Financial Advisors, LLC 7.01% of their portfolio SAN FRANCISCO, CA 776,394776.4k $115.4m $115.4m 7.01% Reduced -289.4k -289,397
57 Mesirow Financial Investment Management, Inc. 2.26% of their portfolio CHICAGO, IL 739,501739.5k $110.0m $110.0m 2.26% Reduced -283.4k -283,367
58 Jaffetilchin Investment Partners, LLC 6.42% of their portfolio TAMPA, FL 738,358738.4k $109.8m $109.8m 6.42% Added +12.7k +12,741
59 JONES FINANCIAL COMPANIES LLLP 0.07% of their portfolio DES PERES, MO 737,129737.1k $109.6m $109.6m 0.07% Added +97.8k +97,760
60 Align Financial, LLC 0.42% of their portfolio HERMANTOWN, MN 725,607725.6k $725.6k $725.6k 0.42% First filing
61 Johnson Bixby & Associates, LLC 12.71% of their portfolio VANCOUVER, WA 689,578689.6k $102.5m $102.5m 12.71% Reduced -18.3k -18,263
62 Independent Order of Foresters 58.25% of their portfolio Toronto, A6 672,744672.7k $100.0m $100.0m 58.25% Unchanged
63 Ancora Advisors LLC 2.06% of their portfolio Cleveland, OH 671,295671.3k $99.8m $99.8m 2.06% Added +4.1k +4,098
64 Cambridge Investment Research Advisors, Inc. 0.26% of their portfolio FAIRFIELD, IA 665,622665.6k $99.0m $99.0m 0.26% Added +30.7k +30,734
65 Goldstein Advisors, LLC 10.79% of their portfolio Madison, WI 636,664636.7k $94.7m $94.7m 10.79% Added +6.3k +6,264
66 Ullmann Wealth Partners Group, LLC 9.82% of their portfolio JACKSONVILLE BEACH, FL 633,541633.5k $94.4m $94.4m 9.82% Reduced -439 -439
67 Facet Wealth, Inc. 1.70% of their portfolio WEST PALM BEACH, FL 632,590632.6k $96.2m $96.2m 1.70% Reduced -73.6k -73,556
68 Constellation Investments, Inc. 2.79% of their portfolio MONTGOMERY, OH 608,000608.0k $90.4m $90.4m 2.79% Added +337.5k +337,500
69 Orion Porfolio Solutions, LLC 0.63% of their portfolio OMAHA, NE 576,445576.4k $85.7m $85.7m 0.63% Reduced -15.5k -15,530
70 BLAIR WILLIAM & CO/IL 0.22% of their portfolio CHICAGO, IL 540,800540.8k $80.4m $80.4m 0.22% Added +28.5k +28,547
71 CWM, LLC 0.22% of their portfolio OMAHA, NE 535,621535.6k $79.6m $79.6m 0.22% Added +9.6k +9,597
72 MML INVESTORS SERVICES, LLC 0.19% of their portfolio SPRINGFIELD, MA 511,375511.4k $76.0m $76.0m 0.19% Added +15.9k +15,928
73 Allen Investment Management, LLC 0.81% of their portfolio NEW YORK, NY 489,107489.1k $72.7m $72.7m 0.81% Reduced -36.5k -36,499
74 TRUIST FINANCIAL CORP 0.10% of their portfolio CHARLOTTE, NC 479,905479.9k $71.4m $71.4m 0.10% Reduced -1.3k -1,262
75 PARTNERS CAPITAL INVESTMENT GROUP, LLP 2.58% of their portfolio BOSTON, MA 466,334466.3k $69.3m $69.3m 2.58% Reduced -60.3k -60,315
76 jvl associates llc 22.27% of their portfolio WYOMING, MI 460,261460.3k $68.4m $68.4m 22.27% Added +4.9k +4,895
77 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.09% of their portfolio PLYMOUTH, MN 459,541459.5k $69.5m $69.5m 0.09% Added +1.1k +1,061
78 Cresset Asset Management, LLC 0.28% of their portfolio Chicago, IL 450,689450.7k $67.0m $67.0m 0.28% Added +34.6k +34,565
79 O'Brien Wealth Partners LLC 8.80% of their portfolio Waltham, MA 447,667447.7k $66.6m $66.6m 8.80% Reduced -3.7k -3,725
80 Friday Financial 23.31% of their portfolio DUBUQUE, IA 444,684444.7k $66.1m $66.1m 23.31% Added +71.5k +71,509
81 SIMON QUICK ADVISORS, LLC 2.88% of their portfolio MORRISTOWN, NJ 443,849443.8k $66.0m $66.0m 2.88% Reduced -21.8k -21,836
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 436,808436.8k $64.9m $64.9m 0.04% Reduced -7.9k -7,901
83 Vantage Financial Partners, LLC 13.11% of their portfolio ELM GROVE, WI 434,352434.4k $64.6m $64.6m 13.11% Added +224 +224
84 Rockefeller Capital Management L.P. 0.11% of their portfolio NEW YORK, NY 425,439425.4k $63.3m $63.3m 0.11% Added +226.3k +226,288
85 Elm Partners Management LLC 2.73% of their portfolio Philadelphia, PA 404,268404.3k $60.1m $60.1m 2.73% Reduced -6.1k -6,113
86 Brady Martz Wealth Solutions, LLC 10.58% of their portfolio GRAND FORKS, ND 404,077404.1k $60.1m $60.1m 10.58% Added +32.4k +32,423
87 Clark Capital Management Group, Inc. 0.37% of their portfolio PHILADELPHIA, PA 402,991403.0k $59.9m $59.9m 0.37% Reduced -25.5k -25,457
88 Aviso Financial Inc. 2.26% of their portfolio TORONTO, A6 399,543399.5k $59.4m $59.4m 2.26% Added +38.0k +37,973
89 Steffes Financial, Ltd. 30.74% of their portfolio OVERLAND PARK, KS 395,904395.9k $58.9m $58.9m 30.74% First filing
90 REGATTA CAPITAL GROUP, LLC 8.48% of their portfolio EL SEGUNDO, CA 377,803377.8k $56.2m $56.2m 8.48% Added +739 +739
91 Geneos Wealth Management Inc. 1.32% of their portfolio ENGLEWOOD, CO 362,878362.9k $54.0m $54.0m 1.32% Added +5.8k +5,808
92 Kestra Advisory Services, LLC 0.22% of their portfolio AUSTIN, TX 360,661360.7k $53.6m $53.6m 0.22% Added +6.3k +6,334
93 &PARTNERS 0.28% of their portfolio NASHVILLE, TN 359,434359.4k $53.4m $53.4m 0.28% Added +54.7k +54,692
94 Strategic Point Investment Advisors, LLC 7.30% of their portfolio PROVIDENCE, RI 355,268355.3k $52.8m $52.8m 7.30% Added +5.1k +5,126
95 Smallwood Wealth Investment Management, LLC 26.91% of their portfolio RED BANK, NJ 345,754345.8k $51.4m $51.4m 26.91% Reduced -28.1k -28,120
96 Forvis Mazars Wealth Advisors, LLC 0.97% of their portfolio Springfield, MO 344,504344.5k $51.2m $51.2m 0.97% Reduced -7.5k -7,526
97 NORTHWEST WEALTH MANAGEMENT, LLC 8.04% of their portfolio SPENCER, IA 343,832343.8k $51.1m $51.1m 8.04% Added +16.7k +16,710
98 GM Advisory Group, LLC 1.98% of their portfolio MELVILLE, NY 340,182340.2k $50.6m $50.6m 1.98% Added +55.1k +55,079
99 MISSION WEALTH MANAGEMENT, LP 1.03% of their portfolio Santa Barbara, CA 339,109339.1k $50.4m $50.4m 1.03% Reduced -10.3k -10,302
100 Capital Analysts, LLC 1.37% of their portfolio FORT WASHINGTON, PA 333,736333.7k $49.6m $49.6m 1.37% Reduced -7.6k -7,613