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ITOTITOT
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Position history for AIAllen Investment Management, LLC's holdings in ISHARES TR

Yes. Allen Investment Management holds 179,994 shares of ITOT, worth $29.6M, as of its Q2 2026 13F filing. It reduced the position by 65,620 shares (-26.7%) from Q1 2026. Allen Investment Management has held ITOT in every 13F on record since Q1 2019, 30 quarterly filings. ITOT is 0.4% of Allen Investment Management's reported 13F portfolio.

Current Value

$29.6M

Current Shares

179,994

Total Value Change

-$37.2M

Total Shares Change

-351,218

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
179,994
-26.7%
$29.6M0.4%$164.27
0
2026-Q1
Decreased
245,614
-49.8%
$35M0.4%$142.06
0
2025-Q4
Decreased
489,107
-6.9%
$72.7M0.8%$147.98
0
2025-Q3
Unchanged
525,606
0.0%
$76.6M0.9%$144.48
0
2025-Q2
Decreased
525,606
-0.6%
$71M0.8%$133.57
0
2025-Q1
Decreased
528,525
-0.5%
$64.5M0.8%$120.32
0
2024-Q4
Unchanged
531,212
0.0%
$68.3M0.8%$126.47
0
2024-Q3
Unchanged
531,212
0.0%
$66.7M0.8%$123.09
0

Other major holders of ITOT: BlackRock, Inc., WELLS FARGO & COMPANY/MN

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