iShares S&P 1500 Index Fund shares owned by Ohe Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Ohe Financial
from 13F filings
Historical chart of Ohe Financial 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 Ohe Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Ohe Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 10k | 125.62 |
| 2024-06-30 | $1.2M | 10k | 118.78 |
| 2024-03-31 | $1.2M | 10k | 115.31 |
| 2023-09-30 | $965k | 10k | 94.19 |
| 2023-06-30 | $883k | 9.0k | 97.84 |
| 2023-03-31 | $821k | 9.1k | 90.55 |
| 2022-12-31 | $771k | 9.1k | 84.80 |
| 2022-09-30 | $722k | 9.1k | 79.53 |
| 2022-06-30 | $765k | 9.1k | 83.80 |
| 2022-03-31 | $941k | 9.3k | 100.97 |
| 2021-12-31 | $1.2M | 11k | 106.94 |
| 2021-09-30 | $1.2M | 12k | 98.35 |
| 2021-06-30 | $1.2M | 12k | 98.75 |
| 2021-03-31 | $1.2M | 13k | 91.57 |
| 2020-12-31 | $1.1M | 13k | 86.24 |
| 2020-09-30 | $957k | 13k | 75.46 |
| 2020-06-30 | $907k | 13k | 69.50 |
| 2020-03-31 | $649k | 61k | 10.58 |
| 2019-12-31 | $1.4M | 19k | 72.70 |
| 2019-09-30 | $1.5M | 23k | 67.10 |
| 2019-06-30 | $1.5M | 23k | 66.66 |
| 2019-03-31 | $1.5M | 23k | 64.44 |
| 2018-12-31 | $1.4M | 25k | 56.78 |
| 2018-09-30 | $1.7M | 25k | 66.63 |
| 2018-06-30 | $1.6M | 25k | 62.54 |
| 2018-03-31 | $1.5M | 25k | 60.49 |
| 2017-12-31 | $1.5M | 25k | 61.14 |
| 2017-09-30 | $1.5M | 27k | 57.65 |
| 2017-06-30 | $1.5M | 27k | 55.44 |
| 2017-03-31 | $1.5M | 28k | 54.04 |
| 2016-12-31 | $1.5M | 29k | 51.32 |
| 2016-09-30 | $1.3M | 26k | 49.55 |
| 2016-06-30 | $1.2M | 13k | 95.30 |
| 2016-03-31 | $1.2M | 13k | 93.41 |
| 2015-12-31 | $1.2M | 13k | 92.96 |
| 2015-09-30 | $1.1M | 13k | 87.63 |
| 2015-06-30 | $1.1M | 12k | 94.59 |
| 2015-03-31 | $1.1M | 12k | 95.00 |
| 2014-12-31 | $978k | 10k | 94.19 |
| 2014-09-30 | $851k | 9.4k | 90.09 |
| 2014-06-30 | $820k | 9.1k | 89.68 |
| 2014-03-31 | $454k | 7.8k | 58.44 |
| 2013-12-31 | $573k | 6.8k | 84.65 |