iShares S&P 1500 Index Fund shares owned by Jackson Thornton Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Jackson Thornton Asset Management
from 13F filings
Historical chart of Jackson Thornton Asset Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Jackson Thornton Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Jackson Thornton Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 17k | 147.27 |
| 2025-06-30 | $1.7M | 13k | 135.76 |
| 2025-03-31 | $1.9M | 17k | 114.83 |
| 2024-12-31 | $1.9M | 15k | 128.62 |
| 2024-09-30 | $1.7M | 14k | 125.73 |
| 2024-06-30 | $898k | 7.6k | 118.78 |
| 2024-03-31 | $796k | 6.9k | 115.30 |
| 2023-12-31 | $680k | 6.5k | 105.23 |
| 2023-09-30 | $575k | 6.1k | 94.19 |
| 2023-06-30 | $592k | 6.0k | 97.84 |
| 2023-03-31 | $501k | 5.5k | 90.55 |
| 2022-12-31 | $399k | 4.7k | 85.08 |
| 2022-09-30 | $589k | 7.4k | 79.52 |
| 2022-06-30 | $212k | 2.5k | 83.60 |
| 2022-03-31 | $380k | 3.8k | 100.85 |
| 2021-12-31 | $375k | 3.5k | 107.08 |
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