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iShares S&P 1500 Index Fund shares owned by Halbert Hargrove Global Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Halbert Hargrove Global Advisors from 13F filings

Historical chart of Halbert Hargrove Global Advisors 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 Halbert Hargrove Global Advisors 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 Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 1.7k 145.68
2025-06-30 $214k 1.6k 135.07
2025-03-31 $197k 1.6k 122.04
2024-12-31 $208k 1.6k 128.65
2023-06-30 $250k 2.6k 97.82

More positions owned by Halbert Hargrove Global Advisors

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Micro-cap Etf (IWC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Halbert Hargrove Global Advisors

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