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iShares S&P 1500 Index Fund shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors 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 Ballast Advisors 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 Ballast Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $99k 663 148.69
2025-09-30 $30k 204 145.65

More positions owned by Ballast Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Enterprise Products Partners (EPD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Ballast Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
SigFig Wealth Management
Envestnet Asset Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Raymond James Financial

View all funds holding iShares S&P 1500 Index Fund