M.e. Allison & Co »

iShares S&P SmallCap 600 Index shares owned by M.e. Allison & Co

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by M.e. Allison & Co from 13F filings

Historical chart of M.e. Allison & Co 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 M.e. Allison & Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by M.e. Allison & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $877k 7.4k 118.83
2025-06-30 $759k 6.9k 109.29
2025-03-31 $712k 6.8k 104.57
2024-12-31 $782k 6.8k 115.22

More positions owned by M.e. Allison & Co

Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Bloom Energy Corp Com Cl A (BE)
Broadcom (AVGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Norwegian Cruise Line Hldg L SHS (NCLH)
At&t (T)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for M.e. Allison & Co

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