iShares S&P 1500 Index Fund shares owned by Private Advisor
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48M | 327k | 145.65 |
| 2025-06-30 | $45M | 332k | 135.04 |
| 2025-03-31 | $42M | 347k | 122.01 |
| 2024-12-31 | $46M | 358k | 128.62 |
| 2024-09-30 | $50M | 396k | 125.62 |
| 2024-06-30 | $42M | 357k | 118.78 |
| 2024-03-31 | $37M | 323k | 115.30 |
| 2023-12-31 | $34M | 327k | 105.23 |
| 2023-09-30 | $28M | 297k | 94.19 |
| 2023-06-30 | $29M | 288k | 99.34 |
| 2023-03-31 | $27M | 295k | 90.55 |
| 2022-12-31 | $10M | 299k | 33.81 |
| 2022-09-30 | $19M | 233k | 79.54 |
| 2022-06-30 | $21M | 251k | 83.78 |
| 2022-03-31 | $33M | 309k | 106.98 |
| 2021-12-31 | $33M | 309k | 106.98 |
| 2021-09-30 | $38M | 385k | 98.38 |
| 2021-06-30 | $28M | 283k | 98.76 |
| 2021-03-31 | $26M | 280k | 91.60 |
| 2020-12-31 | $23M | 262k | 86.22 |
| 2020-09-30 | $15M | 198k | 74.52 |
| 2020-06-30 | $14M | 199k | 69.44 |
| 2020-03-31 | $12M | 201k | 57.21 |
| 2019-12-31 | $19M | 263k | 72.69 |
| 2019-09-30 | $16M | 235k | 67.34 |
| 2019-06-30 | $16M | 239k | 66.35 |
| 2019-03-31 | $17M | 263k | 64.17 |
| 2018-12-31 | $13M | 233k | 56.76 |
| 2018-09-30 | $19M | 278k | 66.63 |
| 2018-06-30 | $7.2M | 114k | 62.71 |
| 2018-03-31 | $10M | 169k | 60.46 |
| 2017-12-31 | $6.9M | 110k | 62.64 |
| 2017-09-30 | $14M | 240k | 58.28 |
| 2017-06-30 | $15M | 261k | 55.49 |
| 2017-03-31 | $12M | 230k | 53.70 |
| 2016-12-31 | $11M | 201k | 52.20 |
| 2016-09-30 | $6.2M | 126k | 49.16 |
| 2016-06-30 | $5.8M | 60k | 95.28 |
| 2016-03-31 | $5.4M | 58k | 93.37 |
| 2015-12-31 | $2.7M | 29k | 92.85 |
| 2015-09-30 | $1.9M | 21k | 87.55 |
| 2015-06-30 | $1.9M | 21k | 94.45 |
| 2015-03-31 | $7.3M | 77k | 94.73 |
| 2014-12-31 | $6.1M | 65k | 93.89 |
| 2014-09-30 | $4.8M | 53k | 89.69 |
| 2014-06-30 | $305k | 3.4k | 89.65 |
| 2014-03-31 | $350k | 4.1k | 85.78 |
| 2013-12-31 | $365k | 4.3k | 84.63 |