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iShares S&P 1500 Index Fund shares owned by Baring Financial

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

Historical chart of Baring Financial 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 Baring Financial 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 Baring Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 9.2k 145.65
2025-06-30 $1.3M 9.4k 135.03
2025-03-31 $1.1M 9.4k 122.01
2024-12-31 $1.3M 11k 128.62

More positions owned by Baring Financial

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Exp World Holdings Inc equities (EXPI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Baring Financial

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund