iShares S&P 1500 Index Fund shares owned by Naples Global Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 61k | 145.65 |
| 2025-06-30 | $8.3M | 62k | 135.04 |
| 2025-03-31 | $7.6M | 62k | 122.01 |
| 2024-12-31 | $8.1M | 63k | 128.62 |
| 2024-09-30 | $7.8M | 62k | 125.62 |
| 2024-06-30 | $7.4M | 62k | 118.78 |
| 2024-03-31 | $7.2M | 63k | 115.30 |
| 2023-12-31 | $6.7M | 63k | 105.23 |
| 2023-09-30 | $6.1M | 64k | 94.63 |
| 2023-06-30 | $6.8M | 69k | 97.84 |
| 2023-03-31 | $6.9M | 76k | 90.55 |
| 2022-12-31 | $7.7M | 91k | 84.80 |
| 2022-09-30 | $7.3M | 91k | 79.54 |
| 2022-06-30 | $7.6M | 91k | 83.78 |
| 2022-03-31 | $9.2M | 91k | 100.94 |
| 2021-12-31 | $9.8M | 91k | 106.97 |
| 2021-09-30 | $9.0M | 92k | 98.38 |
| 2021-06-30 | $9.0M | 91k | 98.76 |
| 2021-03-31 | $8.4M | 92k | 91.60 |
| 2020-12-31 | $8.2M | 95k | 86.22 |
| 2020-09-30 | $7.6M | 100k | 75.49 |
| 2020-06-30 | $7.0M | 100k | 69.44 |
| 2020-03-31 | $5.7M | 100k | 57.21 |
| 2019-12-31 | $7.7M | 106k | 72.69 |
| 2019-09-30 | $7.0M | 105k | 67.07 |
| 2019-06-30 | $6.9M | 104k | 66.63 |
| 2019-03-31 | $6.7M | 104k | 64.40 |
| 2018-12-31 | $6.0M | 102k | 59.04 |
| 2018-09-30 | $6.4M | 102k | 62.52 |
| 2018-06-30 | $6.4M | 102k | 62.52 |
| 2018-03-31 | $6.2M | 102k | 60.46 |
| 2017-12-31 | $6.3M | 102k | 61.14 |
| 2017-09-30 | $5.8M | 101k | 57.63 |
| 2017-06-30 | $5.6M | 101k | 55.42 |
| 2017-03-31 | $5.4M | 100k | 54.03 |
| 2016-12-31 | $5.2M | 101k | 51.29 |
| 2016-09-30 | $5.0M | 101k | 49.53 |
| 2016-06-30 | $4.8M | 50k | 95.25 |
| 2016-03-31 | $4.6M | 49k | 93.36 |
| 2015-12-31 | $1.3M | 14k | 92.85 |
| 2015-09-30 | $1.2M | 14k | 87.57 |
| 2015-06-30 | $1.2M | 12k | 94.45 |
| 2015-03-31 | $1.2M | 12k | 94.70 |
| 2014-12-31 | $715k | 7.6k | 93.89 |
| 2014-09-30 | $298k | 3.3k | 89.76 |
| 2014-06-30 | $298k | 3.3k | 89.76 |
| 2014-03-31 | $261k | 3.0k | 85.86 |
| 2013-12-31 | $223k | 2.6k | 84.47 |
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