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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wells Fargo & Company MN | 49,065,294 | $5,163,141 | 12/31/2023 |
ITOT | 49,065,294 | $5,163,141 | 12/31/2023 |
BlackRock Inc. | 41,827,740 | $4,401,533 | 12/31/2023 |
ITOT | 41,827,740 | $4,401,533 | 12/31/2023 |
Betterment LLC | 13,169,227 | $1,385,798 | 12/31/2023 |
ITOT | 13,169,227 | $1,385,798 | 12/31/2023 |
Morgan Stanley | 10,761,278 | $1,132,409 | 12/31/2023 |
ITOT | 10,761,278 | $1,132,409 | 12/31/2023 |
Alliancebernstein L.P. | 8,550,797 | $899,800 | 12/31/2023 |
ITOT | 8,550,797 | $899,800 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 8,535,064 | $898,145 | 12/31/2023 |
ITOT | 8,535,064 | $898,145 | 12/31/2023 |
Bank of America Corp DE | 5,932,458 | $624,273 | 12/31/2023 |
ITOT | 5,932,458 | $624,273 | 12/31/2023 |
Wealthfront Advisers LLC | 4,725,350 | $497,249 | 12/31/2023 |
ITOT | 4,725,350 | $497,249 | 12/31/2023 |
Envestnet Asset Management Inc. | 4,307,084 | $453,234 | 12/31/2023 |
ITOT | 4,307,084 | $453,234 | 12/31/2023 |
LPL Financial LLC | 3,670,833 | $386,282 | 12/31/2023 |
ITOT | 3,670,833 | $386,282 | 12/31/2023 |
SigFig Wealth Management LLC | 3,623,628 | $381,297 | 12/31/2023 |
ITOT | 3,623,628 | $381,297 | 12/31/2023 |
Ronald Blue Trust Inc. | 3,600,069 | $378,835 | 12/31/2023 |
ITOT | 3,600,069 | $378,835 | 12/31/2023 |
Ballentine Partners LLC | 3,256,191 | $375,439 | 03/31/2024 |
ITOT | 3,256,191 | $375,439 | 03/31/2024 |
Parallel Advisors LLC | 3,432,578 | $361,210 | 12/31/2023 |
ITOT | 3,432,578 | $361,210 | 12/31/2023 |
Cisco Systems Inc. | 3,112,500 | $358,871 | 03/31/2024 |
ITOT | 3,112,500 | $358,871 | 03/31/2024 |
Stifel Financial Corp | 2,952,690 | $310,711 | 12/31/2023 |
ITOT | 2,952,690 | $310,711 | 12/31/2023 |
Auto Owners Insurance Co | 2,767,880 | $291,264 | 12/31/2023 |
ITOT | 2,767,880 | $291,264 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 2,590,133 | $272,560 | 12/31/2023 |
ITOT | 2,590,133 | $272,560 | 12/31/2023 |
Cerity Partners LLC | 2,257,635 | $237,570 | 12/31/2023 |
ITOT | 2,257,635 | $237,570 | 12/31/2023 |
Creative Planning | 2,249,481 | $236,713 | 12/31/2023 |
ITOT | 2,249,481 | $236,713 | 12/31/2023 |
Empower Advisory Group LLC | 2,169,886 | $228,337 | 12/31/2023 |
ITOT | 2,169,886 | $228,337 | 12/31/2023 |
AlTi Global Inc. | 2,169,815 | $228,330 | 12/31/2023 |
ITOT | 2,169,815 | $228,330 | 12/31/2023 |
Punch & Associates Investment Management Inc. | $205,403 | 12/31/2023 | |
Call | 1,950 | $205,198 | 12/31/2023 |
ITOT | 1,950 | $205 | 12/31/2023 |
Sentinel Trust Co. LBA | 1,929,418 | $203,033 | 12/31/2023 |
ITOT | 1,929,418 | $203,033 | 12/31/2023 |
Allworth Financial LP | 1,822,892 | $191,823 | 12/31/2023 |
ITOT | 1,822,892 | $191,823 | 12/31/2023 |
Buckingham Strategic Partners | 1,804,452 | $189,883 | 12/31/2023 |
ITOT | 1,804,452 | $189,883 | 12/31/2023 |
Ameriprise Financial Inc. | 1,783,504 | $187,830 | 12/31/2023 |
ITOT | 1,783,504 | $187,830 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,728,861 | $181,928 | 12/31/2023 |
ITOT | 1,728,861 | $181,928 | 12/31/2023 |
TD Capital Management LLC | 1,670,797 | $175,818 | 12/31/2023 |
ITOT | 1,670,797 | $175,818 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,622,363 | $170,733 | 12/31/2023 |
ITOT | 1,622,363 | $170,733 | 12/31/2023 |
Rock Creek Group LP | 1,534,992 | $159,253 | 12/31/2023 |
ITOT | 1,534,992 | $159,253 | 12/31/2023 |
JPMorgan Chase & Co. | 1,366,287 | $143,775 | 12/31/2023 |
ITOT | 1,366,287 | $143,775 | 12/31/2023 |
Evensky & Katz LLC | 1,202,131 | $138,606 | 03/31/2024 |
ITOT | 1,202,131 | $138,606 | 03/31/2024 |
UBS Group AG | $137,838 | 12/31/2023 | |
ITOT | 1,310,269 | $137,880 | 12/31/2023 |
Put | 400 | $42 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 1,286,786 | $135,409 | 12/31/2023 |
ITOT | 1,286,786 | $135,409 | 12/31/2023 |
Pegasus Partners Ltd. | 1,271,232 | $133,772 | 12/31/2023 |
ITOT | 1,271,232 | $133,772 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,185,673 | $124,768 | 12/31/2023 |
ITOT | 1,185,673 | $124,768 | 12/31/2023 |
HighTower Advisors LLC | 1,142,343 | $120,201 | 12/31/2023 |
ITOT | 1,142,343 | $120,201 | 12/31/2023 |
Cobblestone Capital Advisors LLC NY | 1,077,354 | $113,370 | 12/31/2023 |
ITOT | 1,077,354 | $113,370 | 12/31/2023 |
Mariner LLC | 1,047,746 | $110,254 | 12/31/2023 |
ITOT | 1,047,746 | $110,254 | 12/31/2023 |
O Brien Wealth Partners LLC | 942,915 | $108,718 | 03/31/2024 |
ITOT | 942,915 | $108,718 | 03/31/2024 |
Elm Partners Management LLC | 1,028,945 | $108,276 | 12/31/2023 |
ITOT | 1,028,945 | $108,276 | 12/31/2023 |
Disciplina Capital Management LLC | 1,014,671 | $106,774 | 12/31/2023 |
ITOT | 1,014,671 | $106,774 | 12/31/2023 |
Royal Bank of Canada | 990,470 | $104,227 | 12/31/2023 |
ITOT | 990,470 | $104,227 | 12/31/2023 |
Klaas Financial Asset Advisors LLC | 969,396 | $102,010 | 12/31/2023 |
ITOT | 969,396 | $102,010 | 12/31/2023 |
FMR LLC | 863,805 | $90,898 | 12/31/2023 |
ITOT | 863,805 | $90,898 | 12/31/2023 |
True Link Financial Advisors LLC | 840,970 | $88,495 | 12/31/2023 |
ITOT | 840,970 | $88,495 | 12/31/2023 |
LJI Wealth Management LLC | 828,960 | $87,231 | 12/31/2023 |
ITOT | 828,960 | $87,231 | 12/31/2023 |
Goldstein Advisors LLC | 819,681 | $86,255 | 12/31/2023 |
ITOT | 819,681 | $86,255 | 12/31/2023 |
HB Wealth Management LLC | 819,362 | $86,221 | 12/31/2023 |
ITOT | 819,362 | $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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