Pathstone Holdings »

iShares S&P 1500 Index Fund shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $42M 338k 125.62
2024-06-30 $40M 340k 118.81
2024-03-31 $37M 323k 115.40
2023-12-31 $33M 311k 105.17

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Life Planning Partners
Betterment
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Buckingham Strategic Partners
Auto-Owners Insurance
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund