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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

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025240M260M280M300M2.2M2.3M2.4M
Value ($)Share countHistorical ITOT position of AlTi Global Source: stockzoa.comValue ($)Share count

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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
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

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded No Amer Energy (EMLP)
Exxon Mobil Corporation (XOM)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for AlTi Global

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Morgan Stanley
Alliancebernstein
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Buckingham Strategic Partners
Ballentine Partners
SigFig Wealth Management
Auto-Owners Insurance
Parallel Advisors
AlTi Global

View all funds holding iShares S&P 1500 Index Fund