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Disclosery

Blue Trust, Inc.: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Trust, Inc. on ITOT, newest first. How the timeline and the estimate are built.

Blue Trust, Inc. held 4,090,776 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,090,776 shares
    Change vs previous 13F +218,283 shares

    7.04% of the 13F portfolio, value $671,991,775.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,872,493 shares
    Change vs previous 13F -31,491 shares

    6.31% of the 13F portfolio, value $551,559,191.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,903,984 shares
    Change vs previous 13F -54,944 shares

    6.56% of the 13F portfolio, value $580,483,352.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,958,928 shares
    Change vs previous 13F +23,022 shares

    6.47% of the 13F portfolio, value $576,618,028.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,935,906 shares
    Change vs previous 13F +153,582 shares

    6.27% of the 13F portfolio, value $531,504,726.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,782,324 shares
    Change vs previous 13F +100,456 shares

    5.91% of the 13F portfolio, value $461,481,390.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 3,681,868 shares
    Change vs previous 13F +63,682 shares

    6.06% of the 13F portfolio, value $473,561,846.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,618,186 shares
    Change vs previous 13F not available

    5.61% of the 13F portfolio, value $429,768,124.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).