ITOT — iShares Core S&P Total US Stock Market

Ownership history in Independent Order of Foresters  ·  30 quarters on record

This page tracks every 13F SEC filing in which Independent Order of Foresters reported a position in iShares Core S&P Total US Stock Market (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
79.43% (2020 Q3)
Avg. % of fund
55.95%
First filed
2018 Q3
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 672,744 — 0% 58.25% $100.0M $148.69
2025 Q3 UNCHANGED 672,744 — 0% 58.27% $98.0M $145.17
2025 Q2 UNCHANGED 672,744 — 0% 58.29% $90.8M $134.21
2025 Q1 UNCHANGED 672,744 — 0% 58.27% $82.1M $120.90
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% jvl associates llc 3Y 22.27%
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