ITOT — ISHARES TR

Ownership history in BBR PARTNERS, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which BBR PARTNERS, LLC reported a position in ISHARES TR (ITOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.57% (2025 Q4)
Avg. % of fund
0.57%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 71,285 — — 0.57% $10.6M $148.69
% of Fund (quarterly)    ITOT price (monthly, adj. close)

Other funds also holding ITOT

As of 2025 Q4 — sorted by position size

CISCO SYSTEMS, INC. 3Y 7Y 64.28% Independent Order of Foresters 3Y 7Y 58.25% Claar Advisors LLC 3Y 7Y 43.22% Steffes Financial, Ltd. 30.74% LJI Wealth Management, LLC 27.39% Smallwood Wealth Investment Management, LLC 3Y 26.91% Klaas Financial Asset Advisors, LLC 3Y 26.62% Financial Designs Corp 23.85% Wick Capital Partners, LLC 3Y 23.39% Friday Financial 23.31%
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