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iShares S&P 1500 Index Fund shares owned by True North Advisors

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

Historical chart of True North 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 True North 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 True North Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $592k 5.1k 115.29
2023-12-31 $541k 5.1k 105.24
2023-09-30 $484k 5.1k 94.19
2023-06-30 $503k 5.1k 97.84
2023-03-31 $466k 5.1k 90.55
2022-12-31 $436k 5.1k 84.80
2022-09-30 $408k 5.1k 79.38
2022-06-30 $430k 5.1k 83.66
2022-03-31 $518k 5.1k 100.78
2021-12-31 $549k 5.1k 106.81
2021-09-30 $506k 5.1k 98.31
2021-06-30 $503k 5.1k 98.63
2021-03-31 $467k 5.1k 91.57
2020-12-31 $487k 5.7k 86.12
2020-09-30 $426k 5.7k 75.33
2020-06-30 $354k 5.1k 69.41