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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Allen Investment Management 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 Allen Investment Management

Quarter filed Position value Share count Share price at filing
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