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iShares S&P 1500 Index Fund shares owned by Opes Advisors

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

Historical chart of Opes 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 Opes 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 Opes Advisors

Quarter filed Position value Share count Share price at filing
2018-12-31 $270k 4.8k 56.69
2018-09-30 $418k 6.3k 66.62
2018-06-30 $435k 7.0k 62.48
2018-03-31 $412k 6.8k 60.51
2016-12-31 $371k 7.2k 51.29

More positions owned by Opes Advisors

Schwab Strategic Tr us aggregate b (SCHZ)
Sch Fnd Intl Lg Etf (FNDF)
SPDR Barclays Capital Intl Tresy Bd ETF (BWX)
Schwab U S Large Cap Growth ETF (SCHG)
Schwab Strategic Tr schwab fdt us bm (FNDB)
Schwab Strategic Tr cmn (SCHV)
Global X Fds scien beta us
Schwab U S Broad Market ETF (SCHB)
Schwab Strategic Tr schwb fdt int sc (FNDC)
iShares Russell 1000 Growth Index (IWF)
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA)
Schwab Emerging Markets Equity ETF (SCHE)
Schwab International Equity ETF (SCHF)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
iShares Russell 1000 Value Index (IWD)

View all positions for Opes Advisors

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund