ITOT — ISHARES TR S P 1500 INDEX FD

Ownership history in Rather & Kittrell, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Rather & Kittrell, Inc. reported a position in ISHARES TR S P 1500 INDEX FD (ITOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.01% (2021 Q4)
Avg. % of fund
1.96%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 24,235 -246 -1.0% 0.58% $3.6M $148.36
2025 Q3 REDUCED 24,481 -3,973 -14.0% 0.62% $3.6M $144.85
2025 Q2 REDUCED 28,454 -1,706 -5.7% 0.76% $3.8M $133.91
2025 Q1 REDUCED 30,160 -1,221 -3.9% 0.80% $3.7M $120.63
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ITOT price (monthly, adj. close)

Other funds also holding ITOT

As of 2025 Q4 — sorted by position size

CISCO SYSTEMS, INC. 3Y 7Y 64.28% Independent Order of Foresters 3Y 7Y 58.25% Claar Advisors LLC 3Y 7Y 43.22% Steffes Financial, Ltd. 30.74% LJI Wealth Management, LLC 27.39% Smallwood Wealth Investment Management, LLC 3Y 26.91% Klaas Financial Asset Advisors, LLC 3Y 26.62% Financial Designs Corp 23.85% Wick Capital Partners, LLC 3Y 23.39% Friday Financial 23.31%
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