ITOT — ISHARES TR

Ownership history in JMAC ENTERPRISES LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which JMAC ENTERPRISES 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
2.79% (2025 Q3)
Avg. % of fund
1.8%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 98,089 +1,271 +1.3% 2.79% $14.6M $148.36
2025 Q3 ADDED 96,818 +1,017 +1.1% 2.79% $14.1M $144.85
2025 Q2 ADDED 95,801 +17,222 +21.9% 2.77% $12.9M $133.91
2025 Q1 ADDED 78,579 +2,508 +3.3% 2.28% $9.6M $120.63
8 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% 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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