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iShares S&P 1500 Index Fund shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone Advisors 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 Bristlecone Advisors 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 Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $350k 3.0k 115.30
2023-12-31 $320k 3.0k 105.23
2023-06-30 $117k 1.2k 97.84
2023-03-31 $108k 1.2k 90.55

More positions owned by Bristlecone Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Large Cap Etf (VV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Bristlecone Advisors

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Betterment
Morgan Stanley
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
LPL Financial
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Buckingham Asset Management
Cisco Systems
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund