iShares S&P 1500 Index Fund shares owned by HPM Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294M | 2.0M | 145.65 |
| 2025-06-30 | $274M | 2.0M | 135.04 |
| 2025-03-31 | $256M | 2.1M | 122.01 |
| 2024-12-31 | $277M | 2.2M | 128.62 |
| 2024-09-30 | $275M | 2.2M | 125.62 |
| 2024-06-30 | $264M | 2.2M | 118.78 |
| 2024-03-31 | $254M | 2.2M | 115.30 |
| 2023-12-31 | $238M | 2.3M | 105.23 |
| 2023-09-30 | $209M | 2.2M | 94.63 |
| 2023-06-30 | $223M | 2.3M | 97.84 |
| 2023-03-31 | $162M | 1.8M | 90.54 |
| 2022-12-31 | $5.0M | 59k | 84.80 |
| 2022-09-30 | $4.4M | 55k | 79.52 |
| 2022-06-30 | $4.4M | 53k | 83.26 |
| 2022-03-31 | $2.4M | 24k | 100.95 |
| 2021-12-31 | $4.3M | 41k | 106.99 |
| 2021-09-30 | $2.3M | 23k | 98.39 |
| 2021-06-30 | $2.2M | 22k | 98.75 |
| 2021-03-31 | $1.9M | 21k | 91.59 |
| 2020-12-31 | $1.6M | 19k | 86.25 |
| 2020-09-30 | $262k | 3.5k | 75.40 |
| 2020-06-30 | $241k | 3.5k | 69.35 |
| 2019-03-31 | $235k | 3.7k | 64.35 |
| 2018-12-31 | $207k | 3.7k | 56.68 |
| 2018-09-30 | $285k | 4.3k | 66.53 |
| 2018-06-30 | $268k | 4.3k | 62.56 |
| 2018-03-31 | $259k | 4.3k | 60.46 |
| 2017-12-31 | $262k | 4.3k | 61.16 |