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iShares S&P 1500 Index Fund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $32M 300k 105.23
2023-09-30 $25M 265k 94.19
2023-06-30 $27M 273k 97.84
2023-03-31 $30M 332k 90.55
2022-12-31 $42M 492k 84.80
2022-09-30 $13M 164k 79.54
2022-06-30 $16M 184k 83.78
2022-03-31 $19M 185k 100.94
2021-12-31 $11M 106k 106.98
2021-09-30 $11M 110k 98.38
2021-06-30 $14M 143k 98.76
2021-03-31 $6.5M 71k 91.60
2020-12-31 $895k 10k 86.23
2020-09-30 $429k 5.6k 76.02
2020-06-30 $348k 5.0k 69.87
2020-03-31 $278k 5.1k 54.56
2019-09-30 $97k 1.5k 66.90
2019-06-30 $103k 1.5k 66.88
2019-03-31 $99k 1.5k 64.29
2018-12-31 $85k 1.5k 57.05
2018-09-30 $93k 1.4k 66.91
2018-06-30 $72k 1.2k 62.61
2018-03-31 $71k 1.2k 58.82
2017-12-31 $76k 1.3k 60.80
2017-09-30 $69k 1.2k 57.74
2017-06-30 $42k 750 56.00