iShares S&P 1500 Index Fund shares owned by Capital Analysts
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Capital Analysts
from 13F filings
Historical chart of Capital Analysts investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Capital Analysts 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 Capital Analysts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50M | 341k | 145.65 |
| 2025-06-30 | $46M | 337k | 135.04 |
| 2025-03-31 | $41M | 336k | 122.02 |
| 2024-12-31 | $46M | 354k | 128.62 |
| 2024-09-30 | $45M | 360k | 125.63 |
| 2024-06-30 | $43M | 363k | 118.78 |
| 2024-03-31 | $42M | 361k | 115.29 |
| 2023-12-31 | $32M | 307k | 105.22 |
| 2023-09-30 | $29M | 307k | 94.18 |
| 2023-06-30 | $31M | 313k | 97.86 |
| 2023-03-31 | $28M | 313k | 90.55 |
| 2022-12-31 | $28M | 334k | 84.80 |
| 2022-09-30 | $24M | 307k | 79.54 |
| 2022-06-30 | $20M | 241k | 83.78 |
| 2022-03-31 | $25M | 246k | 101.35 |
| 2021-12-31 | $27M | 248k | 106.98 |
| 2021-09-30 | $25M | 255k | 98.38 |
| 2021-06-30 | $25M | 260k | 94.59 |
| 2021-03-31 | $39M | 425k | 91.60 |
| 2020-12-31 | $47M | 547k | 86.22 |
| 2020-09-30 | $45M | 592k | 75.49 |
| 2020-06-30 | $42M | 607k | 69.44 |
| 2020-03-31 | $37M | 645k | 57.21 |
| 2019-12-31 | $47M | 651k | 72.69 |
| 2019-09-30 | $44M | 657k | 67.07 |
| 2019-06-30 | $39M | 578k | 66.63 |
| 2019-03-31 | $39M | 604k | 64.40 |
| 2018-12-31 | $34M | 602k | 56.76 |
| 2018-09-30 | $41M | 616k | 66.63 |
| 2018-06-30 | $38M | 606k | 62.52 |
| 2018-03-31 | $36M | 602k | 60.46 |
| 2017-12-31 | $60k | 850 | 70.59 |
| 2017-09-30 | $35M | 601k | 57.63 |
| 2017-06-30 | $33M | 600k | 55.42 |
| 2017-03-31 | $33M | 618k | 54.03 |