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iShares S&P 1500 Index Fund shares owned by Zega Financial

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Zega Financial from 13F filings

Historical chart of Zega Financial 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 Zega Financial 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 Zega Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $579k 4.6k 125.62
2024-06-30 $552k 4.6k 118.78
2024-03-31 $531k 4.6k 115.30

More positions owned by Zega Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Tidal Etf Tr Zega Buy And Hed (ZHDG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Ssga Active Tr Spdr Blackstone (HYBL)
Diamondback Energy (FANG)
AFLAC Incorporated (AFL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
UnitedHealth (UNH)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Zega Financial

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund