ITOT — ISHARES TR

Ownership history in jvl associates llc  ·  17 quarters on record

This page tracks every 13F SEC filing in which jvl associates 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
28.35% (2022 Q1)
Avg. % of fund
22.7%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 460,261 +4,895 +1.1% 22.27% $68.4M $148.69
2025 Q3 ADDED 455,366 +12,600 +2.8% 21.95% $66.3M $145.17
2025 Q2 REDUCED 442,766 -18,545 -4.0% 21.48% $59.8M $134.21
2025 Q1 ADDED 461,311 +2,873 +0.6% 22.72% $56.3M $120.90
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% 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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