Credit Suisse’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Credit Suisse’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-25	Closed	-$2K	–	4043
2022 Q3	$2K	Sell	25 -4,761	-99%	-$421K	﹤0.01%	3733
2022 Q2	$401K	Sell	4,786 -426	-8%	-$38.8K	﹤0.01%	2977
2022 Q1	$527K	Sell	5,212 -32	-0.6%	-$3.19K	﹤0.01%	2939
2021 Q4	$561K	Buy	+5,244	New	+$548K	﹤0.01%	3735
2020 Q4	–	Sell	-7,971	Closed	-$602K	–	4382
2020 Q3	$602K	Hold	7,971	–	–	﹤0.01%	3278
2020 Q2	$554K	Sell	7,971 -23,805	-75%	-$1.56M	﹤0.01%	3257
2020 Q1	$1.82M	Buy	31,776 +20,943	+193%	+$1.44M	﹤0.01%	2199
2019 Q4	$787K	Sell	10,833 -16,937	-61%	-$1.18M	﹤0.01%	3289
2019 Q3	$1.86M	Buy	27,770 +1,000	+4%	+$67K	﹤0.01%	2518
2019 Q2	$1.78M	Hold	26,770	–	–	﹤0.01%	2539
2019 Q1	$1.72M	Buy	+26,770	New	+$1.66M	﹤0.01%	2478
2018 Q3	–	Sell	-65,274	Closed	-$4.08M	–	3882
2018 Q2	$4.08M	Buy	65,274 +41,518	+175%	+$2.58M	﹤0.01%	1884
2018 Q1	$1.44M	Buy	23,756 +12,828	+117%	+$801K	﹤0.01%	2690
2017 Q4	$668K	Buy	+10,928	New	+$651K	﹤0.01%	3269
2016 Q1	–	Sell	-26,306	Closed	-$1.22M	–	4142
2015 Q4	$1.22M	Buy	26,306 +2,000	+8%	+$93.7K	﹤0.01%	2666
2015 Q3	$1.06M	Buy	24,306 +1,232	+5%	+$57.2K	﹤0.01%	2767
2015 Q2	$1.09M	Buy	23,074 +1,008	+5%	+$48.5K	﹤0.01%	3099
2015 Q1	$1.04M	Sell	22,066 -17,672	-44%	-$834K	﹤0.01%	2932
2014 Q4	$1.87M	Buy	+39,738	New	+$1.82M	﹤0.01%	2594
2014 Q3	–	Sell	-4,502	Closed	-$202K	–	4542
2014 Q2	$202K	Buy	+4,502	New	+$196K	﹤0.01%	4355
2013 Q3	–	Sell	-5,680	Closed	-$208K	–	4284
2013 Q2	$208K	Buy	+5,680	New	+$209K	﹤0.01%	3836

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Credit Suisse's ITOT Position: Q4 2022 in Review

Credit Suisse sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 25 shares — an estimated $2K sold.

Credit Suisse first reported a position in ITOT in Q2 2013 and held it in 21 quarters. The position peaked at $4.08M in Q2 2018. 1,066 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Credit Suisse reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Credit Suisse sold 25 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $2K.
Credit Suisse first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and held it in 21 quarters.
Credit Suisse's iShares Core S&P Total US Stock Market ETF position peaked at $4.08M in Q2 2018.
1,066 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.