SEC 13F Intelligence

Janney Montgomery Scott LLC / ITOT

Janney Montgomery Scott LLC’s Ishares Tr Position

Does Janney Montgomery Scott LLC own Ishares Tr (ITOT)? Yes — 144.1K shares worth $21M (+0.05% of its 13F portfolio) as of Q1 2026, up from 130.6K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
144.1K
% of Portfolio
+0.05%
Quarters Held
30
currently held

Position History ITOT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $53MQ2 ’19: $66MQ3 ’19: $64MQ4 ’19: $51MQ4 ’19Q1 ’20: $28MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $10MQ3 ’22: $9MQ4 ’22: $10MQ4 ’22Q1 ’23: $10MQ2 ’23: $10MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $13MQ4 ’24: $14MQ4 ’24Q1 ’25: $13MQ2 ’25: $14MQ3 ’25: $16MQ4 ’25: $19MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026144.1K$21M+0.05%
Q4 2025130.6K$19M+0.04%
Q3 2025109.0K$16M+0.04%
Q2 2025105.6K$14M+0.04%
Q1 2025106.3K$13M+0.04%
Q4 2024106.1K$14M+0.04%
Q3 2024104.2K$13M+0.04%
Q2 2024103.3K$12M+0.04%
Q1 2024106.1K$12M+0.04%
Q4 2023108.7K$11M+0.04%
Q3 2023105.1K$10M+0.04%
Q2 2023103.2K$10M+0.04%
Q1 2023107.6K$10M+0.04%
Q4 2022116.3K$10M+0.04%
Q3 2022109.1K$9M+0.04%
Q2 2022121.2K$10M+0.05%
Q1 202280.6K$8M+0.03%
Q4 202181.5K$9M+0.03%
Q3 202180.2K$8M+0.03%
Q2 202181.0K$8M+0.04%
Q1 202189.0K$8M+0.04%
Q4 202086.6K$7M+0.04%
Q3 202087.0K$7M+0.04%
Q2 2020102.6K$7M+0.05%
Q1 2020486.9K$28M+0.22%
Q4 2019695.2K$51M+0.33%
Q3 2019949.3K$64M+0.46%
Q2 2019992.1K$66M+0.51%
Q1 2019826.6K$53M+0.44%
Q4 201849.4K$3M+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Montgomery Scott LLC’s full portfolio or all institutional holders of ITOT.