How many shares of ITOT does Beacon Pointe Advisors, LLC own?

As of 2026-Q1, Beacon Pointe Advisors, LLC holds 331,762 shares of ITOT (ISHARES CORE S&P TOTAL U.S.).

What is Beacon Pointe Advisors, LLC's ITOT position worth?

As of 2026-Q1, Beacon Pointe Advisors, LLC's ITOT position is worth $47.3M.

Is Beacon Pointe Advisors, LLC buying or selling ITOT?

In 2026-Q1, Beacon Pointe Advisors, LLC increased their ITOT position (+96.4% change in shares).

When did Beacon Pointe Advisors, LLC first buy ITOT?

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in ITOT in 2019-Q4. They have held the position across 26 quarters.

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Beacon Pointe Advisors, LLC

ITOT
26 quarters

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

Current Value

$47.3M

Current Shares

331,762

Total Value Change

+$46.6M

Total Shares Change

+323,114

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	331,762	+96.4%	$47.3M	0.2%	$148.83	56
2025-Q4	Increased	168,939	+11.2%	$25.1M	0.2%	$149.80	38
2025-Q3	Decreased	151,957	-31.5%	$22.1M	0.2%	$144.73	0
2025-Q2	Decreased	221,956	-3.0%	$30M	0.3%	$133.52	0
2025-Q1	Increased	228,748	+0.8%	$27.9M	0.3%	$120.29	35
2024-Q4	Increased	227,044	+2.4%	$29.2M	0.3%	$127.50	35
2024-Q3	Increased	221,737	+0.0%	$27.9M	0.3%	$123.23	34
2024-Q2	Decreased	221,649	-5.1%	$26.3M	0.3%	$116.52	0
2024-Q1	Increased	233,565	+1.1%	$26.9M	0.3%	$112.78	35
2023-Q4	Decreased	231,057	-22.5%	$24.3M	0.3%	$102.65	0
2023-Q3	Increased	298,060	+5.3%	$28.1M	0.3%	$91.47	36
2023-Q2	Increased	283,183	+18.8%	$27.7M	0.5%	$93.55	40
2023-Q1	Increased	238,312	+5.7%	$21.6M	0.4%	$85.97	36
2022-Q4	Decreased	225,407	-10.0%	$19.1M	0.4%	$81.40	0
2022-Q3	Increased	250,411	+0.4%	$19.9M	0.4%	$77.02	34
2022-Q2	Decreased	249,381	-15.2%	$20.9M	0.4%	$80.31	0
2022-Q1	Increased	294,161	+9.7%	$29.7M	0.4%	$97.13	38
2021-Q4	Decreased	268,171	-4.6%	$28.7M	0.7%	$101.37	0
2021-Q3	Decreased	281,053	-36.0%	$27.7M	0.7%	$93.66	0
2021-Q2	Decreased	439,058	-1.8%	$43.4M	1.5%	$92.74	0
2021-Q1	Increased	447,080	+24.7%	$41M	2.5%	$85.26	61
2020-Q4	Increased	358,604	+1970.5%	$30.9M	2.1%	$80.10	80
2020-Q3	Increased	17,320	+116.8%	$1.3M	0.1%	$69.61	49
2020-Q2	Decreased	7,987	-0.6%	$554,000	0.1%	$63.34	0
2020-Q1	Decreased	8,031	-7.1%	$457,000	0.1%	$53.51	0
2019-Q4	New	8,648	-	$628,000	0.2%	$66.42	40

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

ITOT26 quarters

ITOT
26 quarters