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Institutional Holders of ITOT

There is a long list of 1160 institutional holders of ITOT within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of ITOT by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ITOT table below, the initial column indicates the name of each top institutional holder of ITOT, with a link to that fund's top holdings. The next columns indicate the amount of ITOT stock held by each of the institutional holders of ITOT, followed by the ITOT position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN49,065,294$5,163,141 12/31/2023
     ITOT49,065,294$5,163,141 12/31/2023
BlackRock Inc.41,827,740$4,401,533 12/31/2023
     ITOT41,827,740$4,401,533 12/31/2023
Betterment LLC13,169,227$1,385,798 12/31/2023
     ITOT13,169,227$1,385,798 12/31/2023
Morgan Stanley10,761,278$1,132,409 12/31/2023
     ITOT10,761,278$1,132,409 12/31/2023
Alliancebernstein L.P.8,550,797$899,800 12/31/2023
     ITOT8,550,797$899,800 12/31/2023
Charles Schwab Investment Management Inc.8,535,064$898,145 12/31/2023
     ITOT8,535,064$898,145 12/31/2023
Bank of America Corp DE5,932,458$624,273 12/31/2023
     ITOT5,932,458$624,273 12/31/2023
Wealthfront Advisers LLC4,725,350$497,249 12/31/2023
     ITOT4,725,350$497,249 12/31/2023
Envestnet Asset Management Inc.4,307,084$453,234 12/31/2023
     ITOT4,307,084$453,234 12/31/2023
LPL Financial LLC3,670,833$386,282 12/31/2023
     ITOT3,670,833$386,282 12/31/2023
SigFig Wealth Management LLC3,623,628$381,297 12/31/2023
     ITOT3,623,628$381,297 12/31/2023
Ronald Blue Trust Inc.3,600,069$378,835 12/31/2023
     ITOT3,600,069$378,835 12/31/2023
Ballentine Partners LLC3,256,191$375,439 03/31/2024
     ITOT3,256,191$375,439 03/31/2024
Parallel Advisors LLC3,432,578$361,210 12/31/2023
     ITOT3,432,578$361,210 12/31/2023
Cisco Systems Inc.3,112,500$358,871 03/31/2024
     ITOT3,112,500$358,871 03/31/2024
Stifel Financial Corp2,952,690$310,711 12/31/2023
     ITOT2,952,690$310,711 12/31/2023
Auto Owners Insurance Co2,767,880$291,264 12/31/2023
     ITOT2,767,880$291,264 12/31/2023
Buckingham Strategic Wealth LLC2,590,133$272,560 12/31/2023
     ITOT2,590,133$272,560 12/31/2023
Cerity Partners LLC2,257,635$237,570 12/31/2023
     ITOT2,257,635$237,570 12/31/2023
Creative Planning2,249,481$236,713 12/31/2023
     ITOT2,249,481$236,713 12/31/2023
Empower Advisory Group LLC2,169,886$228,337 12/31/2023
     ITOT2,169,886$228,337 12/31/2023
AlTi Global Inc.2,169,815$228,330 12/31/2023
     ITOT2,169,815$228,330 12/31/2023
Punch & Associates Investment Management Inc. $205,403 12/31/2023
     Call1,950$205,198 12/31/2023
     ITOT1,950$205 12/31/2023
Sentinel Trust Co. LBA1,929,418$203,033 12/31/2023
     ITOT1,929,418$203,033 12/31/2023
Allworth Financial LP1,822,892$191,823 12/31/2023
     ITOT1,822,892$191,823 12/31/2023
Buckingham Strategic Partners1,804,452$189,883 12/31/2023
     ITOT1,804,452$189,883 12/31/2023
Ameriprise Financial Inc.1,783,504$187,830 12/31/2023
     ITOT1,783,504$187,830 12/31/2023
Commonwealth Equity Services LLC1,728,861$181,928 12/31/2023
     ITOT1,728,861$181,928 12/31/2023
TD Capital Management LLC1,670,797$175,818 12/31/2023
     ITOT1,670,797$175,818 12/31/2023
Advisor Group Holdings Inc.1,622,363$170,733 12/31/2023
     ITOT1,622,363$170,733 12/31/2023
Rock Creek Group LP1,534,992$159,253 12/31/2023
     ITOT1,534,992$159,253 12/31/2023
JPMorgan Chase & Co.1,366,287$143,775 12/31/2023
     ITOT1,366,287$143,775 12/31/2023
Evensky & Katz LLC1,202,131$138,606 03/31/2024
     ITOT1,202,131$138,606 03/31/2024
UBS Group AG $137,838 12/31/2023
     ITOT1,310,269$137,880 12/31/2023
     Put400$42 12/31/2023
Prime Capital Investment Advisors LLC1,286,786$135,409 12/31/2023
     ITOT1,286,786$135,409 12/31/2023
Pegasus Partners Ltd.1,271,232$133,772 12/31/2023
     ITOT1,271,232$133,772 12/31/2023
Raymond James Financial Services Advisors Inc.1,185,673$124,768 12/31/2023
     ITOT1,185,673$124,768 12/31/2023
HighTower Advisors LLC1,142,343$120,201 12/31/2023
     ITOT1,142,343$120,201 12/31/2023
Cobblestone Capital Advisors LLC NY1,077,354$113,370 12/31/2023
     ITOT1,077,354$113,370 12/31/2023
Mariner LLC1,047,746$110,254 12/31/2023
     ITOT1,047,746$110,254 12/31/2023
O Brien Wealth Partners LLC942,915$108,718 03/31/2024
     ITOT942,915$108,718 03/31/2024
Elm Partners Management LLC1,028,945$108,276 12/31/2023
     ITOT1,028,945$108,276 12/31/2023
Disciplina Capital Management LLC1,014,671$106,774 12/31/2023
     ITOT1,014,671$106,774 12/31/2023
Royal Bank of Canada990,470$104,227 12/31/2023
     ITOT990,470$104,227 12/31/2023
Klaas Financial Asset Advisors LLC969,396$102,010 12/31/2023
     ITOT969,396$102,010 12/31/2023
FMR LLC863,805$90,898 12/31/2023
     ITOT863,805$90,898 12/31/2023
True Link Financial Advisors LLC840,970$88,495 12/31/2023
     ITOT840,970$88,495 12/31/2023
LJI Wealth Management LLC828,960$87,231 12/31/2023
     ITOT828,960$87,231 12/31/2023
Goldstein Advisors LLC819,681$86,255 12/31/2023
     ITOT819,681$86,255 12/31/2023
HB Wealth Management LLC819,362$86,221 12/31/2023
     ITOT819,362$86,221 12/31/2023

See All: Funds Holding ITOT
See Details: Top 10 Hedge Funds Holding ITOT
Also See: ITOT Holdings Changes

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