Envestnet Asset Management »

iShares S&P 1500 Index Fund shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management 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 Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $324M 3.4M 94.19
2023-06-30 $349M 3.6M 97.84
2023-03-31 $268M 3.0M 90.55
2022-12-31 $324M 3.8M 84.80
2022-09-30 $435M 5.5M 79.54
2022-06-30 $1.6B 19M 83.78
2022-03-31 $391M 3.9M 100.94
2021-12-31 $421M 3.9M 106.98
2021-09-30 $362M 3.7M 98.38
2021-06-30 $363M 3.7M 98.76
2021-03-31 $346M 3.8M 91.60
2020-12-31 $309M 3.6M 86.22
2020-09-30 $261M 3.5M 75.49
2020-06-30 $241M 3.5M 69.44
2020-03-31 $499M 8.7M 57.21
2019-12-31 $861M 12M 72.69
2019-09-30 $1.1B 16M 67.07
2019-06-30 $994M 15M 66.63
2019-03-31 $825M 13M 64.40
2018-12-31 $175M 3.1M 56.76
2018-09-30 $142M 2.1M 66.63
2018-06-30 $129M 2.1M 62.52
2018-03-31 $123M 2.0M 60.31
2017-12-31 $67M 1.1M 61.14
2017-09-30 $59M 1.0M 57.63
2017-06-30 $54M 970k 55.42
2017-03-31 $124M 2.3M 54.03
2016-12-31 $90M 1.8M 51.29
2016-09-30 $61M 1.2M 49.53
2016-06-30 $14M 145k 95.25
2016-03-31 $13M 141k 93.36
2015-12-31 $12M 133k 92.86
2015-09-30 $11M 122k 87.60
2015-06-30 $12M 130k 94.45
2015-03-31 $11M 115k 94.73
2014-12-31 $5.0M 54k 93.89
2014-09-30 $847k 9.4k 89.67
2014-06-30 $2.0M 23k 89.60
2014-03-31 $2.0M 23k 85.78
2013-12-31 $2.1M 24k 84.61
2013-09-30 $1.9M 25k 77.11
2013-06-30 $1.9M 27k 73.23

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund