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iShares S&P 1500 Index Fund shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment Management 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 Tortoise Investment Management 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 146k 125.62
2024-06-30 $18M 150k 118.78
2024-03-31 $17M 151k 115.30
2023-12-31 $17M 153k 109.37
2023-09-30 $15M 160k 94.19
2023-06-30 $16M 163k 97.84
2023-03-31 $14M 156k 90.55
2022-12-31 $14M 159k 84.80
2022-09-30 $12M 156k 79.54
2022-06-30 $14M 162k 83.78
2022-03-31 $16M 156k 100.94
2021-12-31 $17M 159k 106.98
2021-09-30 $15M 156k 98.38
2021-06-30 $15M 156k 98.76
2021-03-31 $14M 153k 91.60
2020-12-31 $13M 153k 86.22
2020-09-30 $12M 155k 75.49
2020-06-30 $11M 163k 69.44
2020-03-31 $9.8M 171k 57.21
2019-12-31 $13M 179k 72.69
2019-09-30 $12M 180k 67.07
2019-06-30 $13M 196k 66.63
2019-03-31 $13M 199k 64.40
2018-12-31 $12M 209k 56.76
2018-09-30 $13M 199k 66.63
2018-06-30 $12M 196k 62.52
2018-03-31 $12M 203k 60.46
2017-12-31 $11M 178k 61.14
2017-09-30 $10M 174k 57.63
2017-06-30 $9.2M 166k 55.42
2017-03-31 $7.9M 147k 54.03
2016-12-31 $7.3M 142k 51.29
2016-09-30 $6.5M 132k 49.53
2016-06-30 $5.9M 62k 95.24
2016-03-31 $5.1M 55k 93.36
2015-12-31 $4.3M 46k 92.86
2015-09-30 $2.5M 29k 87.60
2015-06-30 $5.8M 62k 94.45
2015-03-31 $5.0M 53k 94.73
2014-12-31 $283k 3.0k 93.90
2014-09-30 $43k 479 89.77
2014-06-30 $43k 479 89.77