iShares S&P 1500 Index Fund shares owned by Financial Partners Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Financial Partners Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 180k | 145.65 |
| 2025-06-30 | $24M | 179k | 135.04 |
| 2025-03-31 | $22M | 179k | 122.01 |
| 2024-12-31 | $23M | 180k | 128.62 |
| 2024-09-30 | $23M | 182k | 125.62 |
| 2024-06-30 | $22M | 184k | 118.78 |
| 2024-03-31 | $21M | 186k | 115.30 |
| 2023-12-31 | $19M | 181k | 105.23 |
| 2023-09-30 | $17M | 179k | 94.97 |
| 2023-06-30 | $18M | 178k | 98.92 |
| 2023-03-31 | $17M | 184k | 90.55 |
| 2022-12-31 | $17M | 187k | 91.96 |
| 2022-09-30 | $16M | 195k | 79.54 |
| 2022-06-30 | $37M | 445k | 83.78 |
| 2022-03-31 | $44M | 440k | 100.94 |
| 2021-12-31 | $38M | 375k | 100.64 |
| 2021-09-30 | $35M | 356k | 98.38 |
| 2021-06-30 | $34M | 345k | 98.76 |
| 2021-03-31 | $30M | 331k | 91.60 |
| 2020-12-31 | $29M | 329k | 89.15 |
| 2020-09-30 | $24M | 312k | 75.49 |
| 2020-06-30 | $21M | 306k | 69.44 |
| 2020-03-31 | $17M | 307k | 54.49 |
| 2019-12-31 | $22M | 303k | 73.77 |
| 2019-09-30 | $20M | 301k | 67.07 |
| 2019-06-30 | $19M | 290k | 66.63 |
| 2019-03-31 | $1.5M | 24k | 64.39 |
| 2018-12-31 | $649k | 11k | 56.79 |
| 2018-09-30 | $772k | 12k | 66.61 |
| 2018-06-30 | $662k | 11k | 62.48 |
| 2018-03-31 | $640k | 11k | 60.40 |
| 2017-12-31 | $609k | 10k | 61.16 |