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ITOT
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Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR

CAPTRUST FINANCIAL ADVISORS holds 1.5M shares of ITOT (ISHARES TR), worth $216.3M as of 2026-Q1. The position was increased (+0.8% shares). ITOT represents 0.4% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$216.3M

Current Shares

1.5M

Total Value Change

+$181.9M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.5M
+0.8%
$216.3M0.4%$148.83
37
2025-Q4
Increased
1.5M
+434.4%
$224M0.4%$149.80
59
2025-Q3
Decreased
281,865
-0.6%
$41.1M0.1%$144.73
0
2025-Q2
Increased
283,483
+1.4%
$38.3M0.1%$133.52
29
2025-Q1
Increased
279,591
+2.8%
$34.1M0.1%$120.29
30
2024-Q4
Decreased
272,008
-0.4%
$35M0.1%$127.50
0
2024-Q3
Decreased
273,147
-5.6%
$34.3M0.1%$123.23
0
2024-Q2
Decreased
289,241
-0.2%
$34.4M0.1%$116.52
0

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

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