iShares S&P 1500 Index Fund shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 175k | 145.65 |
| 2025-06-30 | $24M | 179k | 135.04 |
| 2025-03-31 | $22M | 182k | 122.01 |
| 2024-12-31 | $26M | 203k | 128.62 |
| 2024-09-30 | $26M | 210k | 125.62 |
| 2024-06-30 | $25M | 211k | 118.78 |
| 2024-03-31 | $25M | 219k | 115.30 |
| 2023-12-31 | $25M | 240k | 105.23 |
| 2023-09-30 | $33M | 352k | 94.19 |
| 2023-06-30 | $36M | 366k | 97.84 |
| 2023-03-31 | $36M | 399k | 90.55 |
| 2022-12-31 | $41M | 488k | 84.80 |
| 2022-09-30 | $34M | 421k | 79.54 |
| 2022-06-30 | $37M | 435k | 83.78 |
| 2022-03-31 | $47M | 462k | 100.94 |
| 2021-12-31 | $50M | 468k | 106.98 |
| 2021-09-30 | $48M | 486k | 98.38 |
| 2021-06-30 | $49M | 495k | 98.76 |
| 2021-03-31 | $46M | 506k | 91.60 |
| 2020-12-31 | $45M | 518k | 86.22 |
| 2020-09-30 | $40M | 532k | 75.49 |
| 2020-06-30 | $37M | 531k | 69.44 |
| 2020-03-31 | $30M | 525k | 57.21 |
| 2019-12-31 | $38M | 527k | 72.69 |
| 2019-09-30 | $38M | 561k | 67.07 |
| 2019-06-30 | $80M | 1.2M | 66.63 |
| 2019-03-31 | $46M | 720k | 64.40 |
| 2018-12-31 | $5.1M | 90k | 56.76 |
| 2018-09-30 | $4.4M | 66k | 66.63 |
| 2018-06-30 | $4.1M | 66k | 62.52 |
| 2018-03-31 | $4.2M | 70k | 60.46 |
| 2017-12-31 | $4.3M | 70k | 61.14 |
| 2017-09-30 | $4.1M | 72k | 57.63 |
| 2017-06-30 | $4.1M | 74k | 55.42 |
| 2017-03-31 | $4.0M | 74k | 54.04 |
| 2016-12-31 | $4.3M | 84k | 51.29 |
| 2016-09-30 | $4.5M | 91k | 49.53 |
| 2016-06-30 | $1.7M | 36k | 48.00 |
| 2016-03-31 | $4.0M | 42k | 93.36 |
| 2015-12-31 | $2.8M | 31k | 92.85 |
| 2015-06-30 | $286k | 3.0k | 94.45 |
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