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iShares S&P 1500 Index Fund shares owned by Colony Family Offices

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Colony Family Offices from 13F filings

Historical chart of Colony Family Offices 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 Colony Family Offices 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 Colony Family Offices

Quarter filed Position value Share count Share price at filing
2025-09-30 $73k 499 145.65
2025-06-30 $67k 499 135.04
2025-03-31 $61k 499 122.01
2024-12-31 $64k 499 128.62
2024-09-30 $63k 499 125.62

More positions owned by Colony Family Offices

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Flexshares Tr Mornstar Upstr (GUNR)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Colony Family Offices

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