SEC 13F Intelligence

Roble, Belko & Company, Inc / ITOT

Roble, Belko & Company, Inc’s Ishares Tr Position

Does Roble, Belko & Company, Inc own Ishares Tr (ITOT)? Yes — 68.4K shares worth $10M (+1.24% of its 13F portfolio) as of Q1 2026, down from 69.0K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
68.4K
% of Portfolio
+1.24%
Quarters Held
30
currently held

Position History ITOT

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $8MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $9MQ3 ’25: $10MQ4 ’25: $10MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202668.4K$10M+1.24%
Q4 202569.0K$10M+1.34%
Q3 202570.2K$10M+1.39%
Q2 202569.6K$9M+1.37%
Q1 202562.1K$8M+1.21%
Q4 202462.0K$8M+1.27%
Q3 202462.6K$8M+1.24%
Q2 202462.5K$7M+1.24%
Q1 202462.1K$7M+1.23%
Q4 202361.8K$7M+1.22%
Q3 202360.7K$6M+1.17%
Q2 202361.2K$6M+1.19%
Q1 202383.2K$8M+1.54%
Q4 202283.6K$7M+1.51%
Q3 202278.9K$6M+1.53%
Q2 202278.6K$7M+1.50%
Q1 202288.7K$9M+1.70%
Q4 202192.1K$10M+1.85%
Q3 202185.1K$8M+1.72%
Q2 202190.2K$9M+2.01%
Q1 202192.1K$8M+2.03%
Q4 202091.7K$8M+2.06%
Q3 202094.2K$7M+2.08%
Q2 202096.4K$7M+2.01%
Q1 2020104.4K$6M+1.93%
Q4 201976.6K$6M+1.54%
Q3 201975.6K$5M+1.49%
Q2 201967.1K$4M+1.38%
Q1 201967.1K$4M+1.48%
Q4 201868.7K$4M+1.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Roble, Belko & Company, Inc’s full portfolio or all institutional holders of ITOT.