ITOT ISHARES TR

Ownership history in DOHJ, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which DOHJ, 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
6.78% (2023 Q4)
Avg. % of fund
3.78%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 35,788 0% 1.21% $4.2M $144.85
2025 Q2 REDUCED 35,788 -187,637 -84.0% 1.21% $4.2M $133.91
2025 Q1 ADDED 223,425 +35,620 +19.0% 6.23% $27.3M $120.63
2024 Q4 ADDED 187,805 +718 +0.4% 5.58% $24.2M $126.80
2024 Q3 REDUCED 187,087 -1,017 -0.5% 5.43% $23.3M $123.41
2024 Q2 ADDED 188,104 +3,987 +2.2% 5.58% $22.3M $116.26
2024 Q1 REDUCED 184,117 -33,806 -15.5% 5.63% $21.2M $112.53
2023 Q4 ADDED 217,923 +56,831 +35.3% 6.78% $22.9M $102.42
2023 Q3 ADDED 161,092 +9,021 +5.9% 6.76% $15.1M $91.27
2023 Q2 ADDED 152,071 +103,655 +214.1% 6.38% $14.9M $94.36
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ITOT price (monthly, adj. close)
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