iShares S&P 1500 Index Fund shares owned by True North Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by True North Advisors
from 13F filings
Historical chart of True North Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by True North Advisors 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 True North Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $826k | 5.7k | 145.66 |
| 2025-06-30 | $789k | 5.8k | 135.03 |
| 2025-03-31 | $713k | 5.8k | 122.02 |
| 2024-12-31 | $742k | 5.8k | 128.62 |
| 2024-09-30 | $702k | 5.6k | 125.61 |
| 2024-06-30 | $610k | 5.1k | 118.77 |
| 2024-03-31 | $592k | 5.1k | 115.29 |
| 2023-12-31 | $541k | 5.1k | 105.24 |
| 2023-09-30 | $484k | 5.1k | 94.19 |
| 2023-06-30 | $503k | 5.1k | 97.84 |
| 2023-03-31 | $466k | 5.1k | 90.55 |
| 2022-12-31 | $436k | 5.1k | 84.80 |
| 2022-09-30 | $408k | 5.1k | 79.38 |
| 2022-06-30 | $430k | 5.1k | 83.66 |
| 2022-03-31 | $518k | 5.1k | 100.78 |
| 2021-12-31 | $549k | 5.1k | 106.81 |
| 2021-09-30 | $506k | 5.1k | 98.31 |
| 2021-06-30 | $503k | 5.1k | 98.63 |
| 2021-03-31 | $467k | 5.1k | 91.57 |
| 2020-12-31 | $487k | 5.7k | 86.12 |
| 2020-09-30 | $426k | 5.7k | 75.33 |
| 2020-06-30 | $354k | 5.1k | 69.41 |