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Public ownership evidence

iShares Core S&P Total U.S. Stock Market ETF (ITOT) Ownership Disclosures

Read ITOT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-294,000$657,080None
Cornerstone Financial Management LLC2026-03-312026-08-294,000$569,720None
Cornerstone Financial Management LLC2025-12-312026-08-294,000$594,760None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2923,423$2,857,847None
Corient Private Wealth LP2026-06-302026-08-28527,619$86,671,694None
Legacy Edge Advisors, LLC2025-09-302026-08-271,616$235,370None
Principia Wealth Advisory, LLC2026-06-302026-08-272,331$382,913None
Principia Wealth Advisory, LLC2026-03-312026-08-272,371$337,702None
Dakota Wealth Management2025-09-302026-08-2742,440$6,181,428None
Dakota Wealth Management2025-12-312026-08-2742,795$6,363,212None
Dakota Wealth Management2026-03-312026-08-2741,806$5,954,419None
Advus Financial Partners, LLC2026-06-302026-08-26199,788$32,819,139None
Advus Financial Partners, LLC2026-03-312026-08-26206,651$29,433,290None
Advus Financial Partners, LLC2025-12-312026-08-26243,645$36,227,627None
Advus Financial Partners, LLC2025-09-302026-08-26238,904$34,796,358None
Advus Financial Partners, LLC2025-06-302026-08-26244,698$33,043,979None
Advus Financial Partners, LLC2025-03-312026-08-26246,890$30,123,039None
Advus Financial Partners, LLC2024-12-312026-08-26251,102$32,296,771None
Advus Financial Partners, LLC2024-09-302026-08-26255,611$32,109,916None
Advus Financial Partners, LLC2024-06-302026-08-26256,092$30,418,623None
Advus Financial Partners, LLC2024-03-312026-08-26255,517$29,461,084None
Advus Financial Partners, LLC2023-12-312026-08-26249,509$26,255,844None
Advus Financial Partners, LLC2023-09-302026-08-26240,009$22,606,425None
Advus Financial Partners, LLC2023-06-302026-08-26197,280$19,301,837None
Advus Financial Partners, LLC2023-03-312026-08-26156,707$14,189,859None
Advus Financial Partners, LLC2022-12-312026-08-2622,462$1,904,754None
Advus Financial Partners, LLC2022-09-302026-08-2620,458$1,627,243None
Advus Financial Partners, LLC2022-06-302026-08-2619,531$1,636,280None
Advus Financial Partners, LLC2022-03-312026-08-2623,732$2,395,489None
Advus Financial Partners, LLC2021-09-302026-08-2624,396$2,609,883None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-263,159$469,712None
Strategic Financial Services, Inc.2026-06-302026-08-253,988$655,109None
Bernard Wealth Management Corp.2026-06-302026-08-225$822None
Kings Path Partners LLC2026-03-312026-08-2224,176$3,443,388None
Rehmann Capital Advisory Group2026-06-302026-08-21170,453$28,000,450None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-219,088$1,492,889None
Kingsview Wealth Management, LLC2026-06-302026-08-2079,009$12,978,740None
Archer Investment Corp2026-06-302026-08-2017,378$2,854,608None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20843,347$138,536,585None
Beacon Pointe Advisors, LLC2026-06-302026-08-19337,983$55,520,407None
Copia Wealth Management2026-06-302026-08-19450$73,922None
Strait & Sound Wealth Management LLC2026-06-302026-08-193,094$508,322None
Orion Capital Management LLC2026-06-302026-08-19612$100,455None
Glenview Trust Co2026-06-302026-08-194,253$698,640None
Glenview Trust Co2026-06-302026-08-1993,489$15,357,438None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-199,051$1,486,808None
Kimelman & Baird, LLC2026-06-302026-08-19269$44,189None
E-Wealth Partners, LLC2026-06-302026-08-18205,972$33,835,083None
Legacy Edge Advisors, LLC2025-06-302026-08-182,415$326,122None
Coastal Bridge Advisors, LLC2026-06-302026-08-182,005$329,361None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.