iShares S&P 1500 Index Fund shares owned by Creative Planning
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $237M | 2.2M | 105.23 |
| 2023-09-30 | $220M | 2.3M | 94.19 |
| 2023-06-30 | $237M | 2.4M | 97.84 |
| 2023-03-31 | $222M | 2.5M | 90.55 |
| 2022-12-31 | $263M | 3.1M | 84.80 |
| 2022-09-30 | $253M | 3.2M | 79.54 |
| 2022-06-30 | $247M | 2.9M | 83.78 |
| 2022-03-31 | $113M | 1.1M | 100.94 |
| 2021-12-31 | $114M | 1.1M | 106.98 |
| 2021-09-30 | $58M | 587k | 98.38 |
| 2021-06-30 | $56M | 567k | 98.76 |
| 2021-03-31 | $57M | 625k | 91.60 |
| 2020-12-31 | $53M | 617k | 86.22 |
| 2020-09-30 | $47M | 616k | 75.49 |
| 2020-06-30 | $49M | 703k | 69.44 |
| 2020-03-31 | $25M | 439k | 57.21 |
| 2019-12-31 | $10M | 140k | 72.69 |
| 2019-09-30 | $8.1M | 121k | 67.07 |
| 2019-06-30 | $7.9M | 119k | 66.63 |
| 2019-03-31 | $7.2M | 113k | 64.40 |
| 2018-12-31 | $5.8M | 102k | 56.76 |
| 2018-09-30 | $6.9M | 104k | 66.63 |
| 2018-06-30 | $6.5M | 104k | 62.52 |
| 2018-03-31 | $1.2M | 20k | 60.48 |
| 2017-12-31 | $1.2M | 20k | 61.12 |
| 2017-09-30 | $1.3M | 23k | 57.64 |
| 2017-06-30 | $792k | 14k | 55.42 |
| 2017-03-31 | $653k | 12k | 54.07 |
| 2016-12-31 | $689k | 13k | 51.26 |
| 2016-09-30 | $546k | 11k | 49.49 |
| 2016-06-30 | $428k | 4.5k | 95.24 |
| 2016-03-31 | $408k | 4.4k | 93.43 |
| 2015-12-31 | $389k | 4.2k | 92.95 |
| 2015-09-30 | $298k | 3.4k | 87.52 |
| 2015-03-31 | $317k | 3.3k | 94.80 |
| 2014-12-31 | $312k | 3.3k | 93.86 |
| 2014-09-30 | $219k | 2.4k | 89.79 |
| 2014-06-30 | $211k | 2.4k | 89.63 |
| 2014-03-31 | $114k | 1.3k | 85.84 |
| 2013-12-31 | $112k | 1.3k | 84.34 |
| 2013-09-30 | $104k | 1.4k | 76.81 |
| 2013-06-30 | $99k | 1.4k | 73.12 |
| 2012-12-31 | $88k | 1.4k | 64.99 |
| 2012-09-30 | $88k | 1.4k | 64.99 |
| 2012-06-30 | $84k | 1.4k | 62.04 |
| 2011-12-31 | $92k | 1.6k | 57.18 |