iShares S&P 1500 Index Fund shares owned by Stifel Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial 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 Stifel Financial 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 Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $221M | 1.5M | 145.65 |
| 2025-06-30 | $124M | 921k | 135.04 |
| 2025-03-31 | $170M | 1.4M | 122.01 |
| 2024-12-31 | $269M | 2.1M | 128.62 |
| 2024-09-30 | $239M | 1.9M | 125.62 |
| 2024-06-30 | $417M | 3.5M | 118.78 |
| 2024-03-31 | $332M | 2.9M | 115.30 |
| 2023-12-31 | $311M | 3.0M | 105.23 |
| 2023-09-30 | $285M | 3.0M | 94.19 |
| 2023-06-30 | $293M | 3.0M | 97.84 |
| 2023-03-31 | $267M | 2.9M | 90.55 |
| 2022-12-31 | $155M | 1.8M | 84.80 |
| 2022-09-30 | $155M | 2.0M | 79.54 |
| 2022-06-30 | $194M | 2.3M | 83.78 |
| 2022-03-31 | $343M | 3.4M | 100.94 |
| 2021-12-31 | $314M | 2.9M | 106.98 |
| 2021-09-30 | $359M | 3.6M | 98.38 |
| 2021-06-30 | $464M | 4.7M | 98.76 |
| 2021-03-31 | $365M | 4.0M | 91.60 |
| 2020-12-31 | $397M | 4.6M | 86.22 |
| 2020-09-30 | $302M | 4.0M | 75.49 |
| 2020-06-30 | $210M | 3.0M | 69.44 |
| 2020-03-31 | $180M | 3.2M | 57.18 |
| 2019-12-31 | $188M | 2.6M | 72.69 |
| 2019-09-30 | $109M | 1.6M | 67.06 |
| 2019-06-30 | $116M | 1.7M | 66.64 |
| 2019-03-31 | $75M | 1.2M | 64.44 |
| 2018-12-31 | $1.1M | 20k | 56.81 |
| 2018-09-30 | $1.3M | 19k | 66.50 |
| 2018-06-30 | $1.4M | 22k | 63.35 |
| 2018-03-31 | $1.1M | 18k | 58.82 |
| 2017-12-31 | $754k | 13k | 59.09 |
| 2017-09-30 | $795k | 14k | 58.82 |
| 2017-06-30 | $704k | 13k | 55.41 |
| 2017-03-31 | $728k | 14k | 54.05 |
| 2016-12-31 | $595k | 12k | 51.39 |
| 2016-09-30 | $475k | 9.6k | 49.59 |
| 2016-06-30 | $2.2M | 23k | 95.28 |
| 2016-03-31 | $908k | 9.8k | 92.90 |
| 2015-12-31 | $901k | 9.7k | 92.85 |
| 2015-09-30 | $787k | 8.9k | 88.80 |
| 2015-06-30 | $866k | 9.4k | 92.37 |
| 2015-03-31 | $823k | 8.7k | 94.67 |
| 2014-12-31 | $720k | 7.7k | 93.91 |
| 2014-09-30 | $448k | 5.0k | 89.49 |