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iShares S&P SmallCap 600 Index shares owned by Capital Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 17k 110.50
2023-12-31 $1.9M 18k 108.24
2023-09-30 $1.7M 18k 94.31
2023-06-30 $1.9M 19k 99.67
2023-03-31 $1.8M 18k 96.70
2022-12-31 $1.7M 18k 94.66
2022-09-30 $1.5M 18k 87.18
2022-06-30 $1.6M 17k 92.43
2022-03-31 $1.9M 17k 107.88
2021-12-31 $1.9M 16k 114.49
2021-09-30 $1.8M 16k 109.20
2021-06-30 $1.8M 16k 113.00
2021-03-31 $1.7M 16k 108.53
2020-12-31 $1.5M 16k 91.89
2020-09-30 $1.1M 16k 70.21
2020-06-30 $1.1M 16k 68.27
2020-03-31 $895k 16k 56.10
2019-12-31 $1.0M 12k 83.86
2019-09-30 $938k 12k 77.86
2019-06-30 $957k 12k 78.29
2019-03-31 $1.1M 14k 77.13
2018-12-31 $987k 14k 69.29
2018-09-30 $1.1M 13k 87.20
2018-06-30 $983k 12k 83.44
2018-03-31 $675k 8.8k 77.06
2017-12-31 $667k 8.7k 76.79
2017-09-30 $617k 8.3k 74.27
2017-06-30 $475k 6.8k 70.18
2017-03-31 $465k 6.7k 69.18
2016-12-31 $417k 3.0k 137.67
2016-09-30 $371k 3.0k 124.04
2016-06-30 $351k 3.0k 116.07
2016-03-31 $330k 2.9k 112.51
2015-12-31 $362k 3.3k 110.10
2015-09-30 $319k 3.0k 106.55
2015-06-30 $383k 3.3k 117.77
2015-03-31 $334k 2.8k 117.94
2014-12-31 $295k 2.6k 114.03
2014-09-30 $131k 1.3k 103.56
2014-06-30 $169k 1.5k 112.07
2014-03-31 $166k 1.5k 110.23
2013-12-31 $171k 1.6k 109.40

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index