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ITOTITOT
30 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES TR

Yes. Wealthspire Advisors holds 515,328 shares of ITOT, worth $84.7M, as of its Q2 2026 13F filing. It increased the position from 94,090 shares in Q1 2026. Wealthspire Advisors has held ITOT in every 13F on record since Q1 2019, 30 quarterly filings. ITOT is 0.5% of Wealthspire Advisors' reported 13F portfolio.

Current Value

$84.7M

Current Shares

515,328

Total Value Change

+$78.6M

Total Shares Change

+421,344

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
515,328
+447.7%
$84.7M0.5%$164.27
57
2026-Q1
Decreased
94,090
-1.3%
$13.4M0.1%$142.06
0
2025-Q4
Decreased
95,313
-48.0%
$14.2M0.1%$147.98
0
2025-Q3
Decreased
183,190
-1.7%
$26.7M0.1%$144.48
0
2025-Q2
Increased
186,316
+68.3%
$25.2M0.1%$133.57
51
2025-Q1
Increased
110,684
+1.3%
$13.5M0.1%$120.32
28
2024-Q4
Decreased
109,320
-0.6%
$14.1M0.1%$126.47
0
2024-Q3
Decreased
109,935
-2.7%
$13.8M0.1%$123.09
0
2024-Q2
Increased
112,939
+8.6%
$13.4M0.2%$116.52
36
2024-Q1
Decreased
103,976
-1.0%
$12M0.2%$112.78
0
2023-Q4
Increased
104,989
+33.0%
$11M0.2%$102.65
43
2023-Q3
Decreased
78,958
-31.5%
$7.4M0.1%$91.47
0
2023-Q2
Increased
115,240
+65.6%
$11.3M0.2%$94.12
49
2023-Q1
Decreased
69,600
-6.3%
$6.3M0.1%$86.85
0
2022-Q4
Decreased
74,315
-12.9%
$6.3M0.1%$81.40
0
2022-Q3
Increased
85,333
+233.2%
$6.8M0.1%$75.63
53
2022-Q2
Increased
25,614
+1.0%
$2.1M0.0%$79.27
26
2022-Q1
Decreased
25,358
-5.4%
$2.6M0.1%$95.22
0
2021-Q4
Decreased
26,793
-5.8%
$2.9M0.1%$100.59
0
2021-Q3
Decreased
28,451
-5.0%
$2.8M0.1%$92.18
0
2021-Q2
Decreased
29,955
-9.1%
$3M0.1%$92.20
0
2021-Q1
Decreased
32,947
-2.0%
$3M0.1%$85.31
0
2020-Q4
Increased
33,614
+13.0%
$2.9M0.1%$80.04
30
2020-Q3
Decreased
29,739
-5.3%
$2.2M0.1%$69.79
0
2020-Q2
Decreased
31,408
-36.1%
$2.2M0.2%$63.91
0
2020-Q1
Decreased
49,137
-36.9%
$2.8M0.1%$52.44
0
2019-Q4
Decreased
77,852
-24.4%
$5.7M0.4%$66.42
0
2019-Q3
Decreased
103,013
-15.0%
$6.9M0.6%$60.80
0
2019-Q2
Increased
121,252
+29.0%
$8.1M0.7%$59.95
49
2019-Q1
First report
93,984
-
$6.1M0.6%$57.63
0

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

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