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

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

Historical chart of Cypress 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 Cypress 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 Cypress Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 2.2k 118.83
2025-06-30 $237k 2.2k 109.29
2025-03-31 $229k 2.2k 104.57
2024-12-31 $264k 2.3k 115.22

More positions owned by Cypress Capital Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Ishares Tr Tips Bd Etf (TIP)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Value Etf (VTV)

View all positions for Cypress 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