ITOT β€” ISHARES TR

Ownership history in Friday Financial  Β·  5 quarters on record

AI Ownership Summary

Friday Financial reported ISHARES TR (ITOT) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 23.63% in 2024 Q4. The latest visible filing shows ITOT at 23.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ITOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Friday Financial's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ITOT was reported at 23.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.63% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Friday Financial held ITOT β€” position size vs. price
% of Fund (quarterly)    ITOT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 444,684 +71,509 +19.2% 23.31% $66.1M 2026-02-14 (Est.) $148.90
2025 Q3 ADDED 373,175 +47,336 +14.5% 22.76% $54.4M 2025-10-07 $145.51
2025 Q2 ADDED 325,839 +18,606 +6.1% 22.39% $44.0M 2025-07-14 $135.63
2025 Q1 ADDED 307,233 +40,563 +15.2% 22.67% $37.9M 2025-04-22 $113.65
2024 Q4 INITIATED 266,670 β€” β€” 23.63% $34.3M 2025-02-11 $131.11

FAQ About Friday Financial and ITOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Friday Financial reported owning ITOT?

Friday Financial reported ITOT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ITOT position in Friday Financial's portfolio?

The largest reported portfolio weight for ITOT was 23.63% in 2024 Q4.

What is the latest reported ITOT position on this page?

The most recent filing on this page is 2025 Q4, when Friday Financial reported 444,684 shares, equal to 23.31% of portfolio, with an estimated market value of $66.1M.

What does the chart on this ITOT ownership page compare?

The chart compares Friday Financial's quarterly ITOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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