Carmel Capital Partners »

iShares S&P 1500 Index Fund shares owned by Carmel Capital Partners

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

Historical chart of Carmel Capital Partners 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 Carmel Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $272k 1.9k 142.43

More positions owned by Carmel Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Home Depot (HD)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Lennar Corp Cl A (LEN)
Vaneck Etf Trust Preferred Securt (PFXF)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Qualcomm (QCOM)
Tesla Motors (TSLA)
Api Group Corp Com Stk (APG)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Carmel Capital Partners

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
Morgan Stanley
Bank of America Corporation
Colony
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund