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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
2025-09-30 $27M 223k 118.83
2025-06-30 $24M 218k 109.29
2025-03-31 $22M 214k 104.57
2024-12-31 $14M 122k 115.22
2024-09-30 $14M 118k 116.96
2024-06-30 $12M 113k 106.66
2024-03-31 $13M 118k 110.52
2023-12-31 $27M 246k 108.25
2023-09-30 $25M 268k 94.33
2023-06-30 $38M 385k 99.65
2023-03-31 $38M 389k 96.70
2022-12-31 $23M 247k 94.64
2022-09-30 $23M 252k 89.27
2022-06-30 $23M 253k 92.41
2022-03-31 $39M 366k 107.88
2021-12-31 $45M 394k 114.51
2021-09-30 $42M 382k 109.19
2021-06-30 $41M 361k 112.98
2021-03-31 $36M 335k 108.53
2020-12-31 $11M 118k 91.90
2020-09-30 $6.6M 95k 70.23
2020-06-30 $6.4M 87k 73.69
2020-03-31 $8.4M 150k 56.11
2019-12-31 $6.7M 79k 83.85
2019-09-30 $11M 134k 78.28
2019-06-30 $11M 134k 78.28
2019-03-31 $2.3M 31k 77.14
2018-12-31 $9.1M 131k 69.32
2018-09-30 $16M 186k 87.24
2018-06-30 $16M 188k 83.46
2018-03-31 $5.8M 76k 77.01
2017-12-31 $2.9M 38k 76.80
2017-09-30 $7.1M 96k 74.22
2017-06-30 $6.9M 99k 70.11
2017-03-31 $6.5M 94k 69.16
2016-12-31 $6.4M 47k 137.51

More positions owned by Capital Advisors

Pepsi (PEP)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Williams Companies (WMB)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds 27 Etf (IBDS)
Chevron Corporation (CVX)
Southern Company (SO)
Abbvie (ABBV)
Exxon Mobil Corporation (XOM)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Capital Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index