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iShares S&P 1500 Index Fund shares owned by Clear Retirement Advice

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Clear Retirement Advice from 13F filings

Historical chart of Clear Retirement Advice 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 Clear Retirement Advice 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 Clear Retirement Advice

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 82k 149.89

More positions owned by Clear Retirement Advice

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Gold Tr Ishares New (IAU)

View all positions for Clear Retirement Advice

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
Raymond James Financial

View all funds holding iShares S&P 1500 Index Fund