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iShares S&P SmallCap 600 Index shares owned by Clear Investment Research

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

Historical chart of Clear Investment Research 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 Clear Investment Research 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 Clear Investment Research

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 27k 106.66
2024-03-31 $2.4M 22k 110.52
2023-12-31 $2.2M 21k 108.25
2023-09-30 $2.0M 21k 94.33
2023-06-30 $2.0M 21k 99.65
2023-03-31 $1.9M 19k 96.70
2022-12-31 $1.8M 19k 94.67
2022-09-30 $1.7M 19k 87.18
2022-06-30 $1.6M 18k 92.43
2022-03-31 $1.8M 17k 107.87
2021-12-31 $4.1M 36k 114.50
2021-09-30 $4.0M 36k 109.19
2021-06-30 $3.8M 34k 112.99
2021-03-31 $3.7M 34k 108.55
2020-12-31 $3.5M 38k 91.91
2020-09-30 $3.1M 44k 70.23
2020-06-30 $2.9M 43k 68.30
2020-03-31 $2.4M 44k 56.11
2019-12-31 $2.8M 34k 83.85
2019-09-30 $2.9M 37k 77.83
2019-06-30 $5.6M 71k 78.29
2019-03-31 $6.5M 85k 77.14
2018-12-31 $6.1M 88k 69.32
2018-09-30 $6.7M 76k 87.24
2018-06-30 $3.9M 51k 77.01
2018-03-31 $3.9M 51k 77.01
2017-12-31 $3.8M 49k 76.81
2017-09-30 $3.7M 50k 74.22
2017-06-30 $3.6M 51k 70.11
2017-03-31 $3.4M 50k 69.17
2016-12-31 $3.1M 23k 137.53
2016-09-30 $3.1M 25k 124.15
2016-06-30 $2.9M 25k 116.22
2016-03-31 $2.8M 25k 112.56
2015-12-31 $2.5M 23k 110.10
2015-09-30 $2.4M 23k 106.58
2015-06-30 $2.6M 22k 117.89
2015-03-31 $2.5M 22k 118.02

More positions owned by Clear Investment Research

Ishares Tr Core S&p500 Etf (IVV)
Graphic Packaging Holding Company (GPK)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Cores Msci Eafe (IEFA)
Scwab Strategic Tr Us Lrg Cap Etf (SCHX)
Eli Lilly & Co. (LLY)
Ishares Core Msci Emkt (IEMG)
Scwab Strategic Tr Sht Tm Us Tres (SCHO)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clear Investment Research

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp
Branch Banking & Trust Company

View all funds holding iShares S&P SmallCap 600 Index