How many shares of ITOT does Wealthspire Advisors, LLC own?

As of 2026-Q2, Wealthspire Advisors, LLC holds 515,328 shares of ITOT (ISHARES CORE S&P TOTAL U.S.).

What is Wealthspire Advisors, LLC's ITOT position worth?

As of 2026-Q2, Wealthspire Advisors, LLC's ITOT position is worth $84.7M.

Is Wealthspire Advisors, LLC buying or selling ITOT?

In 2026-Q2, Wealthspire Advisors, LLC increased their ITOT position (+447.7% change in shares).

When did Wealthspire Advisors, LLC first buy ITOT?

Based on available 13F filings, Wealthspire Advisors, LLC first reported a position in ITOT in 2019-Q1. They have held the position across 30 quarters.

Back to WA Wealthspire Advisors, LLC

ITOT
30 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES CORE S&P TOTAL U.S.

Current Value

$84.7M

Current Shares

515,328

Total Value Change

+$78.6M

Total Shares Change

+421,344

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	515,328	+447.7%	$84.7M	0.5%	$164.27	57
2026-Q1	Decreased	94,090	-1.3%	$13.4M	0.1%	$148.83	0
2025-Q4	Decreased	95,313	-48.0%	$14.2M	0.1%	$149.80	0
2025-Q3	Decreased	183,190	-1.7%	$26.7M	0.1%	$144.73	0
2025-Q2	Increased	186,316	+68.3%	$25.2M	0.1%	$133.52	51
2025-Q1	Increased	110,684	+1.3%	$13.5M	0.1%	$120.29	28
2024-Q4	Decreased	109,320	-0.6%	$14.1M	0.1%	$127.50	0
2024-Q3	Decreased	109,935	-2.7%	$13.8M	0.1%	$123.23	0
2024-Q2	Increased	112,939	+8.6%	$13.4M	0.2%	$116.52	36
2024-Q1	Decreased	103,976	-1.0%	$12M	0.2%	$112.78	0
2023-Q4	Increased	104,989	+33.0%	$11M	0.2%	$102.65	43
2023-Q3	Decreased	78,958	-31.5%	$7.4M	0.1%	$91.47	0
2023-Q2	Increased	115,240	+65.6%	$11.3M	0.2%	$93.55	49
2023-Q1	Decreased	69,600	-6.3%	$6.3M	0.1%	$85.97	0
2022-Q4	Decreased	74,315	-12.9%	$6.3M	0.1%	$81.40	0
2022-Q3	Increased	85,333	+233.2%	$6.8M	0.1%	$77.02	53
2022-Q2	Increased	25,614	+1.0%	$2.1M	0.0%	$80.31	26
2022-Q1	Decreased	25,358	-5.4%	$2.6M	0.1%	$97.13	0
2021-Q4	Decreased	26,793	-5.8%	$2.9M	0.1%	$101.37	0
2021-Q3	Decreased	28,451	-5.0%	$2.8M	0.1%	$93.66	0
2021-Q2	Decreased	29,955	-9.1%	$3M	0.1%	$92.74	0
2021-Q1	Decreased	32,947	-2.0%	$3M	0.1%	$85.26	0
2020-Q4	Increased	33,614	+13.0%	$2.9M	0.1%	$80.10	30
2020-Q3	Decreased	29,739	-5.3%	$2.2M	0.1%	$69.61	0
2020-Q2	Decreased	31,408	-36.1%	$2.2M	0.2%	$63.34	0
2020-Q1	Decreased	49,137	-36.9%	$2.8M	0.1%	$53.51	0
2019-Q4	Decreased	77,852	-24.4%	$5.7M	0.4%	$66.42	0
2019-Q3	Decreased	103,013	-15.0%	$6.9M	0.6%	$60.80	0
2019-Q2	Increased	121,252	+29.0%	$8.1M	0.7%	$60.40	49
2019-Q1	New	93,984	-	$6.1M	0.6%	$58.06	54

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

ITOT30 quarters

ITOT
30 quarters