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iShares S&P 1500 Index Fund shares owned by HT Partners

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

Historical chart of HT Partners 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 HT Partners 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 HT Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $324k 2.8k 115.30
2023-12-31 $331k 3.1k 105.23
2023-09-30 $262k 2.8k 94.19
2023-06-30 $272k 2.8k 97.84
2023-03-31 $377k 4.2k 90.55

More positions owned by HT Partners

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Eli Lilly & Co. (LLY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Rus Mid Cap Etf (IWR)
Johnson & Johnson (JNJ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)

View all positions for HT Partners

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund