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
Other major holders of ITOT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.
Decreased |
| 1M |
-1.8% |
| $142.8M |
| 0.9% |
| $148.83 |
0 |
| 2025-Q4 | Increased | 1M | +0.0% | $151.8M | 1.0% | $149.80 | 43 |
| 2025-Q3 | Increased | 1M | +4.7% | $148.6M | 1.0% | $144.73 | 50 |
| 2025-Q2 | Increased | 974,950 | +1.4% | $131.7M | 1.0% | $133.52 | 48 |
| 2025-Q1 | Increased | 961,484 | +0.8% | $117.3M | 1.0% | $120.29 | 43 |
| 2024-Q4 | Decreased | 953,699 | -0.3% | $122.7M | 1.3% | $127.50 | 0 |
| 2024-Q3 | Decreased | 956,135 | -2.1% | $120.1M | 1.3% | $123.23 | 0 |
| 2024-Q2 | Increased | 976,661 | +18.7% | $116M | 1.4% | $116.52 | 56 |