iShares S&P 1500 Index Fund shares owned by Plan
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Plan
from 13F filings
Historical chart of Plan 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 Plan 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 Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 116k | 125.62 |
| 2024-06-30 | $16M | 134k | 118.78 |
| 2024-03-31 | $16M | 135k | 115.30 |
| 2023-12-31 | $15M | 139k | 105.23 |
| 2023-09-30 | $14M | 144k | 94.19 |
| 2023-06-30 | $14M | 144k | 97.84 |
| 2023-03-31 | $13M | 147k | 90.55 |
| 2022-12-31 | $15M | 176k | 84.80 |
| 2022-09-30 | $16M | 195k | 79.54 |
| 2022-06-30 | $18M | 216k | 83.78 |
| 2022-03-31 | $8.1M | 80k | 100.94 |
| 2021-12-31 | $8.6M | 80k | 106.98 |
| 2021-09-30 | $7.9M | 80k | 98.38 |
| 2021-06-30 | $7.9M | 80k | 98.76 |
| 2021-03-31 | $7.1M | 78k | 91.60 |
| 2020-12-31 | $6.7M | 77k | 86.22 |
| 2020-09-30 | $5.8M | 77k | 75.49 |
| 2020-06-30 | $5.5M | 79k | 69.44 |
| 2020-03-31 | $4.3M | 75k | 57.21 |