Stock ownership · SEC 13F · Q4 2025

ISHARES CORE MSCI TOTL

A breakdown of ISHARES CORE MSCI TOTL's institutional base (CUSIP 46432F834): the holders, the concentration among them, and what changed last quarter.

$14.0M
Reported value
3
Institutions
100%
Top-5 share

The verdict

$14.0M of ISHARES CORE MSCI TOTL is reported by 3 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$14.0M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46432F834 · Q4 2025 $14M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $14.0M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - ISHARES CORE MSCI TOTL's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of ISHARES CORE MSCI TOTL
  1. 1
    TD Capital Management LLC $13.9M
  2. 2
    MidFirst Bank $188K
  3. 3
    Strategic Investment Solutions, Inc. /IL $714

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ISHARES CORE MSCI TOTL position has risen from 2 to 3 over the last 8 quarters of 13F filings.

024681012 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding ISHARES CORE MSCI TOTL, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 TD Capital Management LLC 163,634 $13.9M 98.7%
2 MidFirst Bank 2,225 $188K 1.3%
3 Strategic Investment Solutions, Inc. /IL 8 $714 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES CORE MSCI TOTL's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

MidFirst Bank $188K
Strategic Investment Solutions, Inc. /IL $714

Complete exits (9)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Magnolia Wealth Management, LLC exited
OARSMAN CAPITAL, INC. exited
Asset Dedication, LLC exited
Maple Capital Management, Inc. exited
Cherry Tree Wealth Management, LLC exited

Frequently Asked Questions

How many institutions hold ISHARES CORE MSCI TOTL?▼
ISHARES CORE MSCI TOTL is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ISHARES CORE MSCI TOTL?▼
Institutions report $14.0M of ISHARES CORE MSCI TOTL as of Q4 2025.
How concentrated is ownership of ISHARES CORE MSCI TOTL?▼
The top five institutional holders account for 100% of the reported institutional value in ISHARES CORE MSCI TOTL, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ISHARES CORE MSCI TOTL?▼
TD Capital Management LLC is the largest reported holder of ISHARES CORE MSCI TOTL with $13.9M across 163,634 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.