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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Tortoise Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 128k | 145.65 |
| 2025-06-30 | $18M | 132k | 135.04 |
| 2025-03-31 | $16M | 130k | 122.01 |
| 2024-12-31 | $18M | 136k | 128.62 |
| 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 |
More positions owned by Tortoise Investment Management
View all positions for Tortoise Investment Management