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iShares S&P 1500 Index Fund shares owned by Capital Group Private Client Services

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Capital Group Private Client Services from 13F filings

Historical chart of Capital Group Private Client Services 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 Capital Group Private Client Services 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 Group Private Client Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 1.5k 148.72
2025-09-30 $218k 1.5k 145.65

More positions owned by Capital Group Private Client Services

Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Group Dividend Growe Shs Etf (CGDG)
Capital Group Global Equity SHS (CGGE)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Capital Group Conservative E SHS (CGCV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group New Geography SHS (CGNG)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capital Group Private Client Services

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
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund