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iShares Russell 1000 Index shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 51k 273.87
2023-09-30 $12M 51k 234.91
2023-06-30 $13M 52k 243.74
2023-03-31 $12M 52k 225.23
2022-12-31 $11M 52k 210.52
2022-09-30 $10M 52k 197.33
2022-06-30 $11M 52k 207.76
2022-03-31 $13M 53k 250.07
2021-12-31 $14M 53k 264.42
2021-09-30 $13M 53k 241.72
2021-06-30 $13M 53k 242.09
2021-03-31 $12M 54k 223.82
2020-12-31 $12M 55k 211.85
2020-09-30 $11M 59k 187.14
2020-06-30 $10M 60k 171.67
2020-03-31 $8.7M 61k 141.54
2019-12-31 $12M 70k 178.42
2019-09-30 $11M 64k 164.54
2019-06-30 $12M 72k 162.79
2019-03-31 $11M 72k 157.31
2018-12-31 $10M 74k 138.69
2018-09-30 $12M 75k 161.71
2018-06-30 $11M 75k 151.98
2018-03-31 $11M 75k 146.86
2017-12-31 $11M 75k 148.60
2017-09-30 $11M 77k 139.87
2017-06-30 $10M 77k 135.27
2017-03-31 $10M 78k 131.25
2016-12-31 $9.7M 78k 124.46
2016-09-30 $9.5M 79k 120.46
2016-06-30 $9.4M 80k 116.89
2016-03-31 $9.2M 81k 114.07
2015-12-31 $8.1M 71k 113.32
2015-09-30 $7.9M 73k 107.05
2015-06-30 $8.0M 69k 116.05
2015-03-31 $8.2M 71k 115.85
2014-12-31 $8.2M 71k 114.64
2014-09-30 $6.8M 62k 109.86
2014-06-30 $6.8M 62k 110.12
2014-03-31 $6.5M 62k 104.77
2013-12-31 $6.4M 62k 103.17
2013-09-30 $6.0M 64k 94.17
2013-06-30 $6.0M 67k 89.93
2013-03-31 $6.0M 69k 87.21
2012-12-31 $5.1M 64k 79.14

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Mbs Etf (MBB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Tortoise Investment Management

Top funds holding iShares Russell 1000 Index

Bank of America Corporation
M^T Bank Corporation
Pnc Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Pathstone Holdings
Bank Of Oklahoma National Association /
Daido Life Insurance
UBS Group
Captrust Financial Advisors
Mercer Global Advisors

View all funds holding iShares Russell 1000 Index