iShares S&P 1500 Index Fund shares owned by Betterment
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6B | 11M | 145.65 |
| 2025-06-30 | $1.5B | 11M | 135.04 |
| 2025-03-31 | $1.4B | 12M | 122.01 |
| 2024-12-31 | $1.5B | 12M | 128.62 |
| 2024-09-30 | $1.5B | 12M | 125.62 |
| 2024-06-30 | $1.5B | 12M | 118.78 |
| 2024-03-31 | $1.5B | 13M | 115.30 |
| 2023-12-31 | $1.4B | 13M | 105.23 |
| 2023-09-30 | $1.3B | 13M | 94.19 |
| 2023-06-30 | $1.3B | 13M | 97.84 |
| 2023-03-31 | $1.3B | 14M | 90.55 |
| 2022-12-31 | $1.2B | 14M | 84.80 |
| 2022-09-30 | $1.0B | 12M | 83.78 |
| 2022-06-30 | $1.0B | 12M | 83.78 |
| 2022-03-31 | $1.2B | 12M | 100.94 |
| 2021-12-31 | $1.1B | 9.9M | 106.98 |
| 2021-09-30 | $973M | 9.9M | 98.38 |
| 2021-06-30 | $992M | 10M | 98.76 |
| 2021-03-31 | $949M | 10M | 91.60 |
| 2020-12-31 | $902M | 11M | 86.22 |
| 2020-09-30 | $801M | 11M | 75.49 |
| 2020-06-30 | $753M | 11M | 69.44 |
| 2020-03-31 | $696M | 12M | 57.21 |
| 2019-12-31 | $66M | 907k | 72.69 |
| 2019-09-30 | $25M | 380k | 66.63 |
| 2019-06-30 | $25M | 380k | 66.63 |
| 2019-03-31 | $26M | 399k | 64.40 |
| 2018-12-31 | $14M | 249k | 56.76 |
| 2018-09-30 | $5.3M | 79k | 66.62 |
| 2018-06-30 | $7.7M | 123k | 62.52 |
| 2018-03-31 | $7.8M | 128k | 60.65 |
| 2017-12-31 | $2.3M | 37k | 61.14 |
| 2017-09-30 | $2.1M | 36k | 57.64 |
| 2017-06-30 | $2.8M | 50k | 55.42 |
| 2017-03-31 | $4.8M | 90k | 54.03 |
| 2016-12-31 | $9.5M | 186k | 51.29 |
| 2016-09-30 | $10M | 204k | 49.53 |
| 2016-06-30 | $7.5M | 78k | 95.26 |
| 2016-03-31 | $6.0M | 64k | 93.36 |
| 2015-12-31 | $3.5M | 38k | 92.86 |
| 2015-09-30 | $2.2M | 25k | 87.60 |
| 2015-06-30 | $1.3M | 13k | 94.42 |
| 2015-03-31 | $699k | 7.4k | 94.77 |
| 2014-12-31 | $255k | 2.7k | 93.75 |