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iShares S&P 1500 Index Fund shares owned by Sharp Financial Services

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

Historical chart of Sharp Financial Services 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 Sharp Financial Services 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 Sharp Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $877k 5.9k 148.69
2025-09-30 $714k 4.9k 145.65
2025-06-30 $662k 4.9k 135.04

More positions owned by Sharp Financial Services

Ishares Tr Dow Jones Us Etf (IYY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Com (XLC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Msci Eafe Etf (EFA)
Select Sector Spdr Tr State Street Uti (XLU)
Ishares Gold Tr Ishares New (IAU)
Meta Platforms Cl A (META)

View all positions for Sharp Financial Services

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
SigFig Wealth Management
Envestnet Asset Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund