Jefferies Group's ITOT Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 24,017 shares of iShares Core S&P Total U.S. Stock Market ETF (ITOT) worth $3.95 M, representing 0.03% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in ITOT, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 181 shares. Largest reduction occurred in Q4 2023, reducing 1,595 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Core S&P Total US Stock Market ETF (ITOT) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P Total US Stock Market ETF (ITOT) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +181 | Add 0.76% | 24,017 | $164.27 |
| Q1 2026 | +3 | Add 0.01% | 23,836 | $142.43 |
| Q4 2025 | +5 | Add 0.02% | 23,833 | $148.69 |
| Q3 2025 | +3 | Add 0.01% | 23,828 | $145.65 |
| Q2 2025 | -810 | Reduce 3.29% | 23,825 | $135.04 |
| Q1 2025 | +4 | Add 0.02% | 24,635 | $122.01 |
| Q4 2024 | +5 | Add 0.02% | 24,631 | $128.62 |
| Q3 2024 | +5 | Add 0.02% | 24,626 | $125.62 |
| Q2 2024 | +4 | Add 0.02% | 24,621 | $118.78 |
| Q1 2024 | +3 | Add 0.01% | 24,617 | $115.30 |
| Q4 2023 | -1,595 | Reduce 6.09% | 24,614 | $105.23 |
| Q3 2023 | +26,209 | New Buy | 26,209 | $94.19 |
Jefferies Group's iShares Core S&P Total US Stock Market ETF Investment FAQs
Jefferies Group first purchased iShares Core S&P Total U.S. Stock Market ETF (ITOT) in Q3 2023, acquiring 26,209 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held iShares Core S&P Total U.S. Stock Market ETF (ITOT) for 12 quarters since Q3 2023.
Jefferies Group's largest addition to iShares Core S&P Total U.S. Stock Market ETF (ITOT) was in Q3 2023, adding 26,209 shares worth $2.47 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 24,017 shares of iShares Core S&P Total U.S. Stock Market ETF (ITOT), valued at approximately $3.95 M.
As of the Q2 2026 filing, iShares Core S&P Total U.S. Stock Market ETF (ITOT) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares Core S&P Total U.S. Stock Market ETF (ITOT) was 26,209 shares, as reported at the end of Q3 2023.