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iShares S&P 1500 Index Fund shares owned by AlTi Global

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

Historical chart of AlTi Global 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 AlTi Global 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 AlTi Global

Quarter filed Position value Share count Share price at filing
2025-09-30 $401M 2.8M 145.65
2025-06-30 $357M 2.6M 135.04
2025-03-31 $310M 2.5M 122.01
2024-12-31 $312M 2.4M 128.75
2024-09-30 $307M 2.4M 125.62
2024-06-30 $283M 2.4M 118.78
2024-03-31 $256M 2.2M 115.30
2023-12-31 $228M 2.2M 105.24