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iShares S&P 1500 Index Fund shares owned by Mather Group

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

Historical chart of Mather Group 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 Mather Group 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 Mather Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 11k 105.23
2023-12-31 $1.2M 11k 105.23
2023-09-30 $1.0M 11k 94.19
2023-06-30 $1.1M 11k 97.84
2023-03-31 $792k 8.7k 90.55
2022-12-31 $765k 9.0k 84.80
2022-09-30 $554k 7.0k 79.54
2022-06-30 $830k 9.9k 83.75
2022-03-31 $883k 8.8k 100.90
2021-12-31 $944k 8.8k 106.96
2021-09-30 $804k 8.2k 98.37
2021-06-30 $806k 8.2k 98.77
2021-03-31 $852k 9.3k 91.56
2020-12-31 $704k 8.2k 86.27
2020-09-30 $557k 7.4k 75.54
2019-12-31 $263k 3.6k 72.63
2019-06-30 $219k 3.3k 66.48