Who owns iShares Core S&P Total U.S. Stock Market ETF (ITOT)
Which tracked institutional funds hold ITOT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ITOT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ITOT is one-sided between 2026-Q1 and 2026-Q2: 652 added or opened and 96 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ITOT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 1.9% of theirs — a 1.6pp gap the other way — the median holder sizes ITOT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ITOT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1670 tracked filers holding ITOT, 749 increased or opened the position and 678 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ITOT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 39
- Empowered Funds, LLC$58M
- NewEdge Advisors, LLC$39M
- KM Capital Management Ltd.$22M
- Coppell Advisory Solutions LLC$19M
- Sumitomo Mitsui Trust Group, Inc.$16M
- Global Retirement Partners, LLC$11M
Full exits 62
- Betterment LLC$1.5B
- SENTINEL TRUST CO LBA$257M
- Evensky & Katz LLC$225M
- HighTower Advisors, LLC$131M
- Jaffetilchin Investment Partners, LLC$96M
- Cambridge Investment Research Advisors, Inc.$94M
Largest adds
- BlackRock, Inc.$2.7B
- WELLS FARGO & COMPANY/MN$1.5B
- Focus Partners Wealth$449M
- Wealthfront Advisers LLC$415M
- LPL Financial LLC$231M
- MORGAN STANLEY$217M
Largest trims
- True Link Financial Advisors, LLC$105M
- Ancora Advisors LLC$18M
- GOLDMAN SACHS GROUP INC$14M
- Auto-Owners Insurance Co$13M
- Rock Creek Group LLC$7M
- Allen Investment Management, LLC$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 85,943,202 | $14.1B | 27.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 66,599,281 | $10.9B | 21.3% | 2026-Q2 |
| Wealthfront Advisers LLC added | 14,987,349 | $2.5B | 4.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 11,218,914 | $1.6B | 3.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 10,164,560 | $1.7B | 3.3% | 2026-Q2 |
| Focus Partners Wealth added | 8,536,010 | $1.4B | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,547,081 | $1.1B | 2.1% | 2026-Q2 |
| LPL Financial LLC added | 6,546,183 | $1.1B | 2.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 5,859,022 | $962M | 1.9% | 2026-Q2 |
| ALLSTATE CORP trimmed | 5,279,976 | $867M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,177,729 | $686M | 1.3% | 2026-Q2 |
| Blue Trust, Inc. added | 4,090,776 | $672M | 1.3% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 4,070,270 | $664M | 1.3% | 2026-Q2 |
| Ballentine Partners, LLC trimmed | 3,149,753 | $517M | 1.0% | 2026-Q2 |
| Auto-Owners Insurance Co trimmed | 3,037,774 | $499M | 1.0% | 2026-Q2 |
| AlTi Global, Inc. added | 2,992,236 | $492M | 1.0% | 2026-Q2 |
| Norinchukin Bank, The | 2,246,560 | $369M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,123,118 | $349M | 0.7% | 2026-Q2 |
| Creative Planning added | 2,063,768 | $339M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,009,020 | $330M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,879,380 | $302M | 0.6% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,838,405 | $302M | 0.6% | 2026-Q2 |
| Allworth Financial LP trimmed | 1,835,875 | $302M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,787,944 | $292M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,741,348 | $286M | 0.6% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 1,634,628 | $269M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,555,858 | $256M | 0.5% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 1,517,244 | $249M | 0.5% | 2026-Q2 |
| Provenance Wealth Advisors, LLC trimmed | 1,494,425 | $245M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,490,952 | $245M | 0.5% | 2026-Q2 |
| Cisco Systems, Inc. trimmed | 1,297,500 | $213M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,288,810 | $212M | 0.4% | 2026-Q2 |
| TD Capital Management LLC trimmed | 1,275,016 | $209M | 0.4% | 2026-Q2 |
| Zhang Financial LLC added | 1,246,429 | $205M | 0.4% | 2026-Q2 |
| Goldstein Advisors, LLC added | 1,245,712 | $205M | 0.4% | 2026-Q2 |
| LJI Wealth Management, LLC trimmed | 1,183,884 | $194M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,141,681 | $188M | 0.4% | 2026-Q2 |
| Disciplina Capital Management LLC trimmed | 1,140,744 | $187M | 0.4% | 2026-Q2 |
| Constellation Investments, Inc. | 1,108,000 | $182M | 0.4% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 1,106,752 | $182M | 0.4% | 2026-Q2 |
| Tanager Wealth Management LLP trimmed | 1,100,577 | $181M | 0.4% | 2026-Q2 |
| FMR LLC added | 1,091,601 | $179M | 0.3% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 1,076,654 | $177M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 1,053,377 | $173M | 0.3% | 2026-Q2 |
| Stratos Investment Management, LLC added | 1,047,978 | $172M | 0.3% | 2026-Q2 |
| Wick Capital Partners, LLC added | 1,036,086 | $170M | 0.3% | 2026-Q2 |
| Winthrop Advisory Group LLC added | 1,025,806 | $169M | 0.3% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 998,509 | $164M | 0.3% | 2026-Q2 |
| Claar Advisors LLC trimmed | 993,607 | $163M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 971,745 | $160M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 843,347 | $139M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 822,853 | $135M | 0.3% | 2026-Q2 |
| Facet Wealth, Inc. trimmed | 763,136 | $125M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 703,221 | $116M | 0.2% | 2026-Q2 |
| Rock Creek Group LLC trimmed | 676,034 | $111M | 0.2% | 2026-Q2 |
| Ullmann Wealth Partners Group, LLC trimmed | 608,438 | $100M | 0.2% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 588,632 | $97M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 570,739 | $94M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 556,582 | $91M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 546,556 | $90M | 0.2% | 2026-Q2 |
| CORRECT CAPITAL WEALTH MANAGEMENT added | 546,145 | $90M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 530,447 | $87M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 527,922 | $87M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 527,349 | $87M | 0.2% | 2026-Q2 |
| Friday Financial added | 523,396 | $86M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 515,328 | $85M | 0.2% | 2026-Q2 |
| Aviso Financial Inc. added | 511,817 | $84M | 0.2% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 501,601 | $82M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 500,031 | $82M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 444,613 | $73M | 0.1% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC trimmed | 438,896 | $72M | 0.1% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC added | 429,338 | $71M | 0.1% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 421,882 | $69M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 421,807 | $69M | 0.1% | 2026-Q2 |
| Elm Partners Management LLC trimmed | 406,864 | $67M | 0.1% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 403,829 | $66M | 0.1% | 2026-Q2 |
| Steffes Financial, Ltd. added | 402,246 | $66M | 0.1% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 401,634 | $66M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 395,834 | $65M | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 394,277 | $65M | 0.1% | 2026-Q2 |
| Tulsa Wealth Advisors, INC trimmed | 386,317 | $63M | 0.1% | 2026-Q2 |
| &PARTNERS added | 382,673 | $63M | 0.1% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 372,906 | $61M | 0.1% | 2026-Q2 |
| BLB&B Advisors, LLC added | 359,749 | $59M | 0.1% | 2026-Q2 |
| Strategic Point Investment Advisors, LLC added | 358,955 | $59M | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 352,706 | $58M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 352,671 | $58M | 0.1% | 2026-Q2 |
| jvl associates llc trimmed | 351,336 | $58M | 0.1% | 2026-Q2 |
| Smallwood Wealth Investment Management, LLC added | 347,654 | $57M | 0.1% | 2026-Q2 |
| Savant Capital, LLC trimmed | 339,693 | $56M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 337,983 | $56M | 0.1% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 332,253 | $55M | 0.1% | 2026-Q2 |
| NICOLET BANKSHARES INC added | 331,608 | $55M | 0.1% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. added | 330,853 | $54M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 328,772 | $54M | 0.1% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 328,641 | $54M | 0.1% | 2026-Q2 |
| Kondo Wealth Advisors, Inc. added | 327,735 | $54M | 0.1% | 2026-Q2 |
| Adventist Health System/ West | 321,151 | $53M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 313,157 | $51M | 0.1% | 2026-Q2 |
| FAMILY WEALTH PARTNERS, LLC added | 312,866 | $51M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.