iShares S&P 1500 Index Fund shares owned by Us Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Us Financial Advisors
from 13F filings
Historical chart of Us Financial Advisors 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 Us Financial 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 Us Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $239k | 1.9k | 125.62 |
| 2024-06-30 | $261k | 2.2k | 118.78 |
| 2024-03-31 | $271k | 2.4k | 115.30 |
| 2023-12-31 | $269k | 2.6k | 105.23 |
| 2023-09-30 | $261k | 2.8k | 94.19 |
| 2023-06-30 | $295k | 3.0k | 97.84 |
| 2023-03-31 | $273k | 3.0k | 90.55 |
| 2022-12-31 | $262k | 3.1k | 84.80 |
| 2021-03-31 | $1.2M | 13k | 91.59 |
| 2020-12-31 | $1.1M | 13k | 86.20 |