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iShares S&P SmallCap 600 Index shares owned by Ballentine Partners

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

Historical chart of Ballentine Partners 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 Ballentine Partners 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 Ballentine Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $41M 353k 115.22
2024-09-30 $39M 332k 116.96
2024-06-30 $31M 294k 106.66
2024-03-31 $34M 308k 110.52
2023-12-31 $34M 312k 108.25
2023-09-30 $28M 291k 94.33
2023-06-30 $29M 289k 99.65
2023-03-31 $31M 321k 96.70
2022-12-31 $28M 296k 94.64
2022-09-30 $24M 278k 87.19
2022-06-30 $26M 276k 92.41
2022-03-31 $31M 284k 107.88
2021-12-31 $32M 279k 114.51
2021-09-30 $31M 279k 109.19
2021-06-30 $31M 278k 112.98
2021-03-31 $30M 280k 108.53
2020-12-31 $26M 287k 91.90
2020-09-30 $21M 292k 70.23
2020-06-30 $20M 296k 68.29
2020-03-31 $19M 331k 56.11
2019-12-31 $29M 349k 83.85
2019-09-30 $28M 362k 77.84
2019-06-30 $28M 363k 78.28
2019-03-31 $28M 368k 77.15
2018-12-31 $26M 371k 69.32
2018-09-30 $33M 383k 87.24
2018-06-30 $32M 383k 83.46
2018-03-31 $30M 385k 77.01
2017-12-31 $31M 399k 76.81
2017-09-30 $30M 407k 74.22
2017-06-30 $32M 441k 72.05
2017-03-31 $29M 14M 2.08
2016-12-31 $28M 206k 136.98
2016-09-30 $27M 215k 124.51
2016-06-30 $25M 212k 116.21
2016-03-31 $24M 212k 112.57
2015-12-31 $24M 221k 110.11
2015-09-30 $21M 196k 106.57
2015-06-30 $23M 196k 117.88
2015-03-31 $23M 198k 118.03
2014-12-31 $23M 199k 114.06
2014-09-30 $24M 229k 104.30
2014-06-30 $26M 228k 112.09
2014-03-31 $25M 224k 110.14
2013-12-31 $25M 227k 109.13
2013-09-30 $23M 233k 99.80
2013-06-30 $21M 233k 90.31
2013-03-31 $20M 235k 87.06
2012-12-31 $19M 245k 78.10
2012-09-30 $19M 244k 77.07
2012-06-30 $17M 235k 73.27
2012-03-31 $18M 230k 76.31
2011-12-31 $15M 226k 68.30
2011-09-30 $15M 248k 58.54
2011-06-30 $21M 288k 73.32
2011-03-31 $23M 317k 73.56
2010-12-31 $24M 352k 68.47

More positions owned by Ballentine Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Ballentine Partners

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index