Everstar Asset Management »

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

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

Historical chart of Everstar 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 Everstar 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 Everstar Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $337k 2.3k 145.65
2025-06-30 $370k 2.7k 135.04
2025-03-31 $365k 3.0k 122.01
2024-12-31 $393k 3.1k 128.62
2024-09-30 $384k 3.1k 125.62

More positions owned by Everstar Asset Management

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Technology (XLK)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alibaba Group Hldg Sponsored Ads (BABA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for Everstar Asset Management

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