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iShares S&P 1500 Index Fund shares owned by Formulate Financial

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

Historical chart of Formulate Financial 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 Formulate Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Formulate Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 24k 145.65

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Ishares Tr Core S&p Ttl Stk (ITOT)
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View all positions for Formulate Financial

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Raymond James Financial

View all funds holding iShares S&P 1500 Index Fund