iShares S&P 1500 Index Fund shares owned by CWM
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by CWM
from 13F filings
Historical chart of CWM investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77M | 526k | 145.65 |
| 2025-06-30 | $66M | 487k | 135.04 |
| 2025-03-31 | $60M | 490k | 122.01 |
| 2024-12-31 | $66M | 510k | 128.62 |
| 2024-09-30 | $64M | 506k | 125.62 |
| 2024-06-30 | $53M | 446k | 118.78 |
| 2024-03-31 | $36M | 312k | 115.30 |
| 2023-12-31 | $22M | 207k | 105.23 |
| 2023-09-30 | $10M | 110k | 94.19 |
| 2023-06-30 | $10M | 103k | 97.84 |
| 2023-03-31 | $5.8M | 64k | 90.55 |
| 2022-12-31 | $5.4M | 64k | 84.80 |
| 2022-09-30 | $4.6M | 58k | 79.54 |
| 2022-06-30 | $4.3M | 51k | 83.78 |
| 2022-03-31 | $17M | 171k | 100.94 |
| 2021-12-31 | $19M | 173k | 106.98 |
| 2021-06-30 | $16M | 164k | 98.76 |
| 2021-03-31 | $16M | 164k | 98.76 |
| 2020-12-31 | $16M | 164k | 98.76 |
| 2020-09-30 | $16M | 164k | 98.76 |
| 2020-06-30 | $16M | 164k | 98.76 |
| 2020-03-31 | $12M | 202k | 57.21 |
| 2019-12-31 | $16M | 223k | 72.69 |
| 2019-09-30 | $16M | 164k | 98.76 |
| 2019-06-30 | $12M | 183k | 66.63 |
| 2019-03-31 | $11M | 173k | 64.40 |
| 2018-12-31 | $8.4M | 147k | 56.76 |
| 2018-09-30 | $6.7M | 101k | 66.63 |
| 2018-06-30 | $5.5M | 88k | 62.52 |
| 2018-03-31 | $4.7M | 79k | 60.47 |
| 2017-12-31 | $4.6M | 75k | 61.14 |
| 2017-09-30 | $3.2M | 55k | 57.63 |
| 2017-06-30 | $2.3M | 42k | 55.41 |
| 2017-03-31 | $1.4M | 26k | 54.02 |
| 2016-12-31 | $128k | 2.5k | 51.18 |