Ken Fisher's ITOT Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 4,532 shares of iShares Core S&P Total U.S. Stock Market ETF (ITOT) worth $660,142, representing 0.00% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in ITOT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 13,403 shares. Largest reduction occurred in Q1 2021, reducing 13,403 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +3,549 | New Buy | 3,549 | $56.64 |
| Q1 2019 | -3,549 | Sold Out | 0 | $0.00 |
| Q4 2020 | +13,403 | New Buy | 13,403 | $86.25 |
| Q1 2021 | -13,403 | Sold Out | 0 | $0.00 |
| Q2 2021 | +3,627 | New Buy | 3,627 | $98.70 |
| Q3 2021 | -3,627 | Sold Out | 0 | $0.00 |
| Q4 2021 | +3,301 | New Buy | 3,301 | $106.94 |
| Q1 2022 | -1,279 | Reduce 38.75% | 2,022 | $100.89 |
| Q2 2022 | +1,315 | Add 65.03% | 3,337 | $83.91 |
| Q3 2022 | +1,060 | Add 31.77% | 4,397 | $79.60 |
| Q4 2022 | -4,397 | Sold Out | 0 | $0.00 |
| Q2 2023 | +7,210 | New Buy | 7,210 | $97.84 |
| Q3 2023 | -7,210 | Sold Out | 0 | $0.00 |
| Q4 2023 | +3,568 | New Buy | 3,568 | $105.24 |
| Q1 2024 | -3,568 | Sold Out | 0 | $0.00 |
| Q2 2024 | +9,285 | New Buy | 9,285 | $118.78 |
| Q3 2024 | -9,285 | Sold Out | 0 | $0.00 |
| Q4 2024 | +2,183 | New Buy | 2,183 | $128.66 |
| Q1 2025 | +665 | Add 30.46% | 2,848 | $122.02 |
| Q2 2025 | -1,296 | Reduce 45.51% | 1,552 | $135.11 |
| Q3 2025 | +2,980 | Add 192.01% | 4,532 | $145.66 |
Ken Fisher's iShares Core S&P Total US Stock Market ETF Investment FAQs
Ken Fisher first purchased iShares Core S&P Total U.S. Stock Market ETF (ITOT) in Q4 2018, acquiring 3,549 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares Core S&P Total U.S. Stock Market ETF (ITOT) for 21 quarters since Q4 2018.
Ken Fisher's largest addition to iShares Core S&P Total U.S. Stock Market ETF (ITOT) was in Q4 2020, adding 13,403 shares worth $1.16 M.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 4,532 shares of iShares Core S&P Total U.S. Stock Market ETF (ITOT), valued at approximately $660,142.
As of the Q3 2025 filing, iShares Core S&P Total U.S. Stock Market ETF (ITOT) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares Core S&P Total U.S. Stock Market ETF (ITOT) was 13,403 shares, as reported at the end of Q4 2020.