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ITOT
Showing 8 of 18 quarters

Position history for HB Wealth Management, LLC's holdings in ISHARES TR

HB Wealth Management, LLC holds 1M shares of ITOT (ISHARES TR), worth $142.8M as of 2026-Q1. The position was decreased (-1.8% shares). ITOT represents 0.9% of HB Wealth Management, LLC's portfolio.

Current Value

$142.8M

Current Shares

1M

Total Value Change

+$26.7M

Total Shares Change

+25,639

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1M
-1.8%
$142.8M0.9%$148.83
0
2025-Q4
Increased
1M
+0.0%
$151.8M1.0%$149.80
43
2025-Q3
Increased
1M
+4.7%
$148.6M1.0%$144.73
50
2025-Q2
Increased
974,950
+1.4%
$131.7M1.0%$133.52
48
2025-Q1
Increased
961,484
+0.8%
$117.3M1.0%$120.29
43
2024-Q4
Decreased
953,699
-0.3%
$122.7M1.3%$127.50
0
2024-Q3
Decreased
956,135
-2.1%
$120.1M1.3%$123.23
0
2024-Q2
Increased
976,661
+18.7%
$116M1.4%$116.52
56

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

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