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iShares S&P 1500 Index Fund shares owned by Advisors Capital Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Advisors Capital Management from 13F filings

Historical chart of Advisors Capital Management investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Advisors Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Advisors Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 11k 105.26
2023-09-30 $777k 8.3k 94.17
2023-06-30 $486k 5.0k 97.77
2023-03-31 $450k 5.0k 90.58
2022-12-31 $319k 3.8k 84.77
2022-09-30 $330k 3.8k 87.84
2022-06-30 $383k 4.6k 83.83
2022-03-31 $227k 2.2k 100.98
2017-12-31 $332k 5.4k 61.09