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iShares S&P 1500 Index Fund shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 85k 150.05
2025-06-30 $13M 92k 138.81
2025-03-31 $11M 92k 122.55
2024-12-31 $6.1M 47k 129.49
2024-09-30 $6.1M 48k 126.49
2024-06-30 $5.9M 49k 119.27
2024-03-31 $6.0M 54k 111.11
2023-12-31 $5.8M 55k 106.83
2023-09-30 $5.2M 57k 92.14
2023-06-30 $5.1M 51k 99.66
2023-03-31 $4.8M 52k 90.97
2022-12-31 $4.7M 51k 92.69
2022-09-30 $4.1M 48k 84.46
2022-06-30 $3.9M 42k 91.53
2022-03-31 $3.6M 42k 86.98
2021-12-31 $4.3M 44k 98.48
2021-09-30 $3.7M 35k 106.34
2021-06-30 $2.1M 21k 101.05
2021-03-31 $2.0M 20k 96.63
2020-12-31 $1.6M 18k 89.05
2020-09-30 $923k 12k 76.26
2020-06-30 $725k 10k 72.80
2020-03-31 $280k 4.4k 63.61
2019-12-31 $2.5M 34k 74.78
2019-09-30 $2.1M 31k 67.89
2019-06-30 $2.1M 31k 67.62
2019-03-31 $2.0M 31k 66.05
2018-12-31 $3.2M 54k 59.04
2018-09-30 $3.0k 54 55.56
2018-06-30 $3.0k 54 55.56
2018-03-31 $3.0k 47 63.83
2017-12-31 $3.0k 47 63.83
2017-09-30 $3.0k 46 65.22
2017-06-30 $3.0k 46 65.22

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Enterprise Products Partners (EPD)
Ishares Tr Core S&p Mcp Etf (IJH)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Chicago Partners Investment

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund