ITOT

Ishares Core S&p Total U.s.

Latest period2024 - Q4Total superinvestors252

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 252 superinvestors own shares of Ishares Core S&p Total U.s. (ITOT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Core S&p Total U.s. (ITOT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Core S&p Total U.s. (ITOT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Core S&p Total U.s. (ITOT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 0.22%
7.76%
$452.377M
3.517M shares@ 128.63 avg price
Scott Parker@True Link Financial Advisors, Llc
Recent Activity
Increased 1.53%
10.04%
$119.558M
929,548 shares@ 128.63 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Increased 3.94%
12.58%
$104.832M
815,056 shares@ 128.62 avg price
Chad Soukup@Jvl Associates Llc
Recent Activity
Increased 1.61%
22.35%
$58.964M
458,438 shares@ 128.63 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.53%
0.11%
$52.548M
418,305 shares@ 125.63 avg price
Aryn Sands@Family Wealth Partners, Llc
Recent Activity
Increased 19.46%
15.62%
$32.844M
255,356 shares@ 128.63 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 2.65%
1.91%
$29.121M
226,412 shares@ 128.62 avg price
MICHELLE ELDRIDGE@Catalyst Private Wealth, Llc
Recent Activity
Increased 1.18%
12.28%
$27.571M
214,358 shares@ 128.62 avg price
Kevin Sanger@Jgp Wealth Management, Llc
Recent Activity
Increased 5.24%
3.55%
$27.448M
213,403 shares@ 128.63 avg price
Carmen Laster@Regent Peak Wealth Advisors Llc
Recent Activity
Increased 95.88%
2.91%
$25.843M
200,924 shares@ 128.62 avg price