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iShares S&P 1500 Index Fund shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $965k 10k 94.19
2023-06-30 $883k 9.0k 97.84
2023-03-31 $821k 9.1k 90.55
2022-12-31 $771k 9.1k 84.80
2022-09-30 $722k 9.1k 79.53
2022-06-30 $765k 9.1k 83.80
2022-03-31 $941k 9.3k 100.97
2021-12-31 $1.2M 11k 106.94
2021-09-30 $1.2M 12k 98.35
2021-06-30 $1.2M 12k 98.75
2021-03-31 $1.2M 13k 91.57
2020-12-31 $1.1M 13k 86.24
2020-09-30 $957k 13k 75.46
2020-06-30 $907k 13k 69.50
2020-03-31 $649k 61k 10.58
2019-12-31 $1.4M 19k 72.70
2019-09-30 $1.5M 23k 67.10
2019-06-30 $1.5M 23k 66.66
2019-03-31 $1.5M 23k 64.44
2018-12-31 $1.4M 25k 56.78
2018-09-30 $1.7M 25k 66.63
2018-06-30 $1.6M 25k 62.54
2018-03-31 $1.5M 25k 60.49
2017-12-31 $1.5M 25k 61.14
2017-09-30 $1.5M 27k 57.65
2017-06-30 $1.5M 27k 55.44
2017-03-31 $1.5M 28k 54.04
2016-12-31 $1.5M 29k 51.32
2016-09-30 $1.3M 26k 49.55
2016-06-30 $1.2M 13k 95.30
2016-03-31 $1.2M 13k 93.41
2015-12-31 $1.2M 13k 92.96
2015-09-30 $1.1M 13k 87.63
2015-06-30 $1.1M 12k 94.59
2015-03-31 $1.1M 12k 95.00
2014-12-31 $978k 10k 94.19
2014-09-30 $851k 9.4k 90.09
2014-06-30 $820k 9.1k 89.68
2014-03-31 $454k 7.8k 58.44
2013-12-31 $573k 6.8k 84.65