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

View all positions for AlTi Global

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund