iShares S&P 1500 Index Fund shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $139M | 1.2M | 115.30 |
| 2023-12-31 | $121M | 1.1M | 105.23 |
| 2023-09-30 | $103M | 1.1M | 94.19 |
| 2023-06-30 | $130M | 1.3M | 97.84 |
| 2023-03-31 | $117M | 1.3M | 90.55 |
| 2022-12-31 | $77M | 911k | 84.80 |
| 2022-09-30 | $67M | 841k | 79.54 |
| 2022-06-30 | $65M | 775k | 83.78 |
| 2022-03-31 | $76M | 756k | 100.94 |
| 2021-12-31 | $88M | 818k | 106.98 |
| 2021-09-30 | $74M | 748k | 98.38 |
| 2021-06-30 | $67M | 679k | 98.76 |
| 2021-03-31 | $50M | 550k | 91.60 |
| 2020-12-31 | $36M | 420k | 86.22 |
| 2020-09-30 | $19M | 257k | 75.49 |
| 2020-06-30 | $13M | 190k | 69.44 |
| 2020-03-31 | $7.5M | 131k | 57.21 |
| 2019-12-31 | $8.9M | 123k | 72.68 |
| 2019-09-30 | $8.1M | 121k | 67.07 |
| 2019-06-30 | $8.2M | 122k | 66.63 |
| 2019-03-31 | $7.8M | 122k | 64.39 |
| 2018-12-31 | $6.8M | 120k | 56.75 |
| 2018-09-30 | $74k | 1.1k | 66.25 |
| 2018-06-30 | $69k | 1.1k | 61.77 |
| 2018-03-31 | $67k | 1.1k | 59.98 |
| 2017-12-31 | $131k | 2.2k | 60.82 |
| 2017-09-30 | $124k | 2.2k | 57.57 |
| 2017-06-30 | $119k | 2.2k | 55.25 |
| 2017-03-31 | $163k | 3.0k | 53.83 |
| 2016-12-31 | $123k | 2.4k | 50.95 |
| 2016-09-30 | $119k | 2.4k | 49.30 |
| 2016-06-30 | $121k | 1.3k | 94.90 |
| 2016-03-31 | $333k | 3.6k | 93.17 |
| 2015-12-31 | $320k | 3.4k | 92.78 |
| 2015-09-30 | $486k | 5.6k | 87.44 |
| 2015-06-30 | $436k | 4.6k | 94.37 |
| 2015-03-31 | $428k | 4.5k | 94.63 |