SEC 13F Intelligence

Prime Capital Investment Advisors, LLC / ITOT

Prime Capital Investment Advisors, LLC’s Ishares Tr Position

Does Prime Capital Investment Advisors, LLC own Ishares Tr (ITOT)? Yes — 1.62M shares worth $230M (+2.66% of its 13F portfolio) as of Q1 2026, up from 1.55M shares the prior filed quarter.

Position Value
$230M
Q1 2026
Shares
1.62M
% of Portfolio
+2.66%
Quarters Held
30
currently held

Position History ITOT

Reported value by quarter
Q4 ’18: $31MQ4 ’18Q1 ’19: $34MQ2 ’19: $38MQ3 ’19: $40MQ4 ’19: $43MQ4 ’19Q1 ’20: $37MQ2 ’20: $49MQ3 ’20: $53MQ4 ’20: $54MQ4 ’20Q1 ’21: $56MQ2 ’21: $62MQ3 ’21: $58MQ4 ’21: $63MQ4 ’21Q1 ’22: $62MQ2 ’22: $54MQ3 ’22: $48MQ4 ’22: $52MQ4 ’22Q1 ’23: $50MQ2 ’23: $90MQ3 ’23: $91MQ4 ’23: $135MQ4 ’23Q1 ’24: $196MQ2 ’24: $189MQ3 ’24: $196MQ4 ’24: $200MQ4 ’24Q1 ’25: $245MQ2 ’25: $212MQ3 ’25: $227MQ4 ’25: $230MQ4 ’25Q1 ’26: $230Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.62M$230M+2.66%
Q4 20251.55M$230M+2.80%
Q3 20251.56M$227M+2.85%
Q2 20251.57M$212M+2.81%
Q1 20252.01M$245M+2.86%
Q4 20241.56M$200M+2.91%
Q3 20241.56M$196M+2.79%
Q2 20241.59M$189M+2.80%
Q1 20241.70M$196M+2.74%
Q4 20231.29M$135M+2.04%
Q3 2023964.5K$91M+1.86%
Q2 2023922.1K$90M+1.78%
Q1 2023556.4K$50M+2.07%
Q4 2022618.9K$52M+1.99%
Q3 2022603.4K$48M+2.76%
Q2 2022645.6K$54M+3.23%
Q1 2022577.3K$62M+3.43%
Q4 2021584.7K$63M+3.34%
Q3 2021586.2K$58M+3.60%
Q2 2021629.0K$62M+3.60%
Q1 2021605.9K$56M+4.01%
Q4 2020622.8K$54M+4.15%
Q3 2020703.9K$53M+4.47%
Q2 2020705.7K$49M+4.59%
Q1 2020643.4K$37M+4.36%
Q4 2019589.8K$43M+4.90%
Q3 2019593.9K$40M+6.16%
Q2 2019572.3K$38M+6.95%
Q1 2019524.6K$34M+9.84%
Q4 2018551.6K$31M+11.35%

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