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iShares S&P SmallCap 600 Index shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. 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 D.A. Davidson & Co. 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 D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2024-03-31 $29M 257k 110.52
2023-12-31 $28M 262k 108.25
2023-09-30 $25M 266k 94.33
2023-06-30 $26M 260k 99.65
2023-03-31 $24M 245k 96.70
2022-12-31 $25M 259k 94.64
2022-09-30 $22M 256k 87.19
2022-06-30 $22M 236k 92.41
2022-03-31 $25M 233k 107.88
2021-12-31 $32M 282k 114.51
2021-09-30 $30M 271k 109.19
2021-06-30 $30M 267k 112.98
2021-03-31 $29M 265k 108.53
2020-12-31 $10M 111k 91.89
2020-09-30 $7.8M 111k 70.23
2020-06-30 $9.4M 137k 68.29
2020-03-31 $14M 255k 56.12
2019-12-31 $18M 218k 83.84
2019-09-30 $16M 208k 77.84
2019-06-30 $15M 195k 78.28
2019-03-31 $15M 198k 73.21
2018-12-31 $14M 197k 69.32
2018-09-30 $18M 209k 87.24
2018-06-30 $16M 197k 83.46
2018-03-31 $15M 190k 77.01
2017-12-31 $14M 183k 76.81
2017-09-30 $14M 183k 74.22
2017-06-30 $13M 187k 70.11
2017-03-31 $9.7M 140k 69.16
2016-12-31 $13M 92k 137.51
2016-09-30 $11M 89k 124.14
2016-06-30 $5.5M 47k 116.19
2016-03-31 $5.4M 48k 112.56
2015-12-31 $5.3M 48k 110.09
2015-09-30 $5.2M 49k 106.55
2015-06-30 $6.0M 51k 117.87
2015-03-31 $6.1M 51k 118.01
2014-12-31 $5.8M 51k 114.04
2014-09-30 $6.5M 62k 104.30
2014-06-30 $7.1M 64k 112.09
2014-03-31 $6.9M 63k 110.13
2013-12-31 $6.8M 62k 109.12
2013-09-30 $5.4M 54k 99.79
2013-06-30 $4.8M 53k 90.30
2012-09-30 $3.4M 45k 77.07

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Costco Wholesale Corporation (COST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)

View all positions for D.A. Davidson & Co.

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