iShares S&P 1500 Index Fund shares owned by Allen Investment Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Allen Investment Management
from 13F filings
Historical chart of Allen Investment Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Allen Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77M | 526k | 145.65 |
| 2025-06-30 | $71M | 526k | 135.04 |
| 2025-03-31 | $65M | 529k | 122.01 |
| 2024-12-31 | $68M | 531k | 128.62 |
| 2024-09-30 | $67M | 531k | 125.62 |
| 2024-06-30 | $63M | 531k | 118.78 |
| 2024-03-31 | $61M | 531k | 115.30 |
| 2023-09-30 | $47M | 495k | 94.19 |
| 2023-06-30 | $48M | 493k | 97.84 |
| 2023-03-31 | $56M | 619k | 90.55 |
| 2022-12-31 | $52M | 618k | 84.80 |
| 2022-09-30 | $3.2M | 40k | 79.54 |
| 2022-06-30 | $3.3M | 39k | 83.79 |
| 2022-03-31 | $4.1M | 40k | 100.94 |
| 2021-12-31 | $4.3M | 40k | 106.98 |
| 2021-09-30 | $3.9M | 40k | 98.38 |
| 2021-06-30 | $3.9M | 39k | 98.77 |
| 2021-03-31 | $3.6M | 39k | 91.61 |
| 2020-12-31 | $3.4M | 39k | 86.21 |
| 2020-09-30 | $3.0M | 39k | 75.48 |
| 2020-06-30 | $2.9M | 41k | 69.43 |
| 2020-03-31 | $2.3M | 40k | 57.21 |
| 2019-12-31 | $2.9M | 39k | 72.70 |
| 2019-09-30 | $2.6M | 39k | 67.08 |
| 2019-06-30 | $2.6M | 39k | 66.62 |
| 2019-03-31 | $2.5M | 38k | 64.40 |
| 2018-12-31 | $2.2M | 38k | 56.76 |
More positions owned by Allen Investment Management
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