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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
2024-06-30 $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)
Diamondback Energy (FANG)
Exxon Mobil Corporation (XOM)
Ssga Active Tr Spdr Blackstone (HYBL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
AFLAC Incorporated (AFL)
Ishares Tr Core S&p500 Etf (IVV)
Tidal Tr Ii Yieldmax Univers (YMAX)

View all positions for Zega Financial

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund