ISHARES CORE S&P TOTAL U.S. (ITOT) Institutional Ownership Changes & 13F Activity
ISHARES CORE S&P TOTAL U.S. (ITOT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Mercer Global Advisors Inc, Corient Private Wealth Llc, Beacon Pointe Advisors, Llc, and Integrated Wealth Concepts Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Allie Family Office Llc | Sell | -31,896 | -100.0% | 0 | $0.00 | Q3 2026 | Oct 02, 2026 |
| Cx Institutional | Sell | -326 | -8.3% | 3,579 | $595.00 | Q3 2026 | Oct 02, 2026 |
| Doliver Advisors, Lp | Sell | -9,737 | -28.9% | 23,945 | $3.98M | Q3 2026 | Oct 01, 2026 |
| First Financial Bank - Trust Division | Sell | -435 | -0.8% | 51,454 | $8.56M | Q3 2026 | Oct 01, 2026 |
| Montecito Bank & Trust | Sell | -289 | -1.0% | 27,601 | $4.59M | Q3 2026 | Oct 01, 2026 |
| Noble Wealth Management Pbc | Sell | -27 | -11.9% | 200 | $33.26K | Q3 2026 | Oct 01, 2026 |
| Stonebridge Financial Group, Llc | Buy | +20 | +0.5% | 4,032 | $670.44K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -4,177,729 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -46,781 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -5,980 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Security National Bank Of So Dak | Sell | -412 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -15,634 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -1,502 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -228,769 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -138 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -4,000 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -527,619 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Strategic Financial Services, Inc. | Sell | -3,988 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Bernard Wealth Management Corp. | Sell | -5 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Sell | -170,453 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -9,088 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -843,347 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -79,009 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -17,378 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -337,983 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -97,742 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Sell | -9,051 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Sell | -3,094 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -612 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -450 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
Frequently asked questions about ITOT activity
Which institutional owners are buying ITOT?
Institutional owners buying ITOT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ITOT activity?
"Buy" means an investor increased their reported position in ITOT compared to the prior reporting period. This reflects growing exposure to ISHARES CORE S&P TOTAL U.S. (ITOT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ITOT increasing?
Institutional interest in ITOT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.