ITOT — ISHARES TR

Ownership history in Plancorp, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Plancorp, 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
1.77% (2020 Q3)
Avg. % of fund
0.88%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 137,315 +11,372 +9.0% 0.62% $20.4M $148.36
2025 Q3 REDUCED 125,943 -4,064 -3.1% 0.58% $18.3M $144.85
2025 Q2 ADDED 130,007 +16,419 +14.5% 0.61% $17.6M $133.91
2025 Q1 ADDED 113,588 +41,474 +57.5% 0.55% $13.9M $120.63
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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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