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

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

Historical chart of Capital Investment 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 Investment 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 Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $30M 263k 115.22
2024-09-30 $31M 262k 116.96
2024-06-30 $28M 265k 106.66
2024-03-31 $30M 269k 110.52
2023-12-31 $32M 292k 108.25
2023-09-30 $26M 271k 94.33
2023-03-31 $27M 277k 96.70
2022-12-31 $26M 279k 94.64
2022-09-30 $25M 285k 87.19
2022-06-30 $27M 288k 92.41
2022-03-31 $31M 290k 107.88
2021-12-31 $34M 293k 114.51
2021-09-30 $32M 294k 109.19
2021-06-30 $33M 295k 112.98
2021-03-31 $32M 295k 108.53
2020-12-31 $27M 295k 91.90
2020-09-30 $21M 295k 70.23
2020-06-30 $20M 299k 68.29
2020-03-31 $17M 308k 56.11
2019-12-31 $29M 351k 83.85
2019-09-30 $28M 357k 77.84
2019-06-30 $28M 357k 78.28
2019-03-31 $37M 480k 77.15
2018-12-31 $33M 473k 69.32
2018-09-30 $41M 474k 87.24
2018-06-30 $40M 482k 83.46
2018-03-31 $37M 484k 77.01
2017-12-31 $37M 481k 76.81
2017-09-30 $36M 485k 74.22
2017-06-30 $35M 497k 70.11
2017-03-31 $34M 495k 69.16
2016-12-31 $34M 248k 137.52
2016-09-30 $31M 252k 124.15
2016-06-30 $30M 253k 116.21
2016-03-31 $29M 257k 112.57
2015-12-31 $29M 262k 110.11
2015-09-30 $28M 260k 106.57
2015-06-30 $29M 249k 117.88
2015-03-31 $26M 225k 114.06
2014-12-31 $26M 225k 114.06
2014-09-30 $23M 219k 104.30
2014-06-30 $24M 214k 112.09
2014-03-31 $24M 213k 110.14
2013-12-31 $23M 207k 109.13

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
First Tr Exchange-traded No Amer Energy (EMLP)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Home Depot (HD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Select Sector Spdr Tr Technology (XLK)

View all positions for Capital Investment Advisors

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