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Disclosery

Cerity Partners LLC: ITOT position timeline

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

Cerity Partners LLC held 1,838,405 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,838,405 shares
    Change vs previous 13F -26,071 shares

    0.37% of the 13F portfolio, value $301,996,579.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    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 1,864,476 shares
    Change vs previous 13F -97,990 shares

    0.38% of the 13F portfolio, value $265,555,033.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    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 1,962,466 shares
    Change vs previous 13F -54,180 shares

    0.43% of the 13F portfolio, value $291,798,974.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    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 2,016,646 shares
    Change vs previous 13F -13,635 shares

    0.48% of the 13F portfolio, value $293,724,371.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    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 2,030,281 shares
    Change vs previous 13F -70,364 shares

    0.49% of the 13F portfolio, value $274,169,061.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    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 2,100,645 shares
    Change vs previous 13F -55,178 shares

    0.53% of the 13F portfolio, value $256,299,832.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    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 2,155,823 shares
    Change vs previous 13F -29,884 shares

    0.6% of the 13F portfolio, value $277,280,761.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    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 2,185,707 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $274,568,562.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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