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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
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

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Mbs Etf (MBB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Tortoise Investment Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund