iShares S&P 1500 Index Fund shares owned by Barrett & Company
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Barrett & Company 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 Barrett & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 2.5k | 145.64 |
| 2025-06-30 | $339k | 2.5k | 135.04 |
| 2025-03-31 | $306k | 2.5k | 122.01 |
| 2024-12-31 | $322k | 2.5k | 128.63 |
| 2024-09-30 | $314k | 2.5k | 125.61 |
| 2024-06-30 | $297k | 2.5k | 118.80 |
| 2024-03-31 | $288k | 2.5k | 115.28 |
| 2023-12-31 | $262k | 2.5k | 105.24 |
| 2023-09-30 | $234k | 2.5k | 94.17 |
| 2023-06-30 | $243k | 2.5k | 97.82 |
| 2023-03-31 | $224k | 2.5k | 90.54 |
| 2022-12-31 | $209k | 2.5k | 84.78 |
| 2022-09-30 | $209k | 2.5k | 84.78 |