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iShares S&P 1500 Index Fund shares owned by O'shaughnessy Asset Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by O'shaughnessy Asset Management from 13F filings

Historical chart of O'shaughnessy Asset Management 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 O'shaughnessy Asset Management 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 O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.7M 64k 105.23
2023-09-30 $6.4M 68k 94.19
2023-06-30 $6.5M 67k 97.84
2023-03-31 $5.7M 63k 90.55
2022-12-31 $6.0M 71k 84.80
2022-09-30 $5.1M 65k 79.54
2022-06-30 $2.8M 34k 83.77
2022-03-31 $1.2M 12k 100.96
2021-12-31 $1.2M 12k 106.95
2021-09-30 $1.1M 12k 98.36
2021-06-30 $1.2M 12k 98.79
2021-03-31 $1.0M 11k 91.64
2020-12-31 $259k 3.0k 86.33