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iShares S&P 1500 Index Fund shares owned by ZEGA Investments

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

Historical chart of ZEGA Investments 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 Investments 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 Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 6.8k 148.70
2025-09-30 $829k 5.7k 145.64
2025-06-30 $724k 5.4k 135.05

More positions owned by ZEGA Investments

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple Call Option (AAPL)
Ssga Active Tr State Street Bla (HYBL)
NVIDIA Corporation Call Option (NVDA)
Amazon Call Option (AMZN)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Tidal Trust I Zega Buy And Hed (ZHDG)
Exxon Mobil Corporation Call Option (XOM)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
AFLAC Incorporated Call Option (AFL)
Abbvie Call Option (ABBV)
Graniteshares Etf Tr 2x Long Nvda Dai Call Option (NVDL)
Spdr Series Trust State Street Spd (SJNK)

View all positions for ZEGA Investments

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund