iShares S&P SmallCap 600 Index shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial 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 Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 37k | 118.83 |
| 2025-06-30 | $3.9M | 36k | 109.29 |
| 2025-03-31 | $3.8M | 37k | 104.57 |
| 2024-12-31 | $4.0M | 35k | 115.22 |
| 2024-09-30 | $3.8M | 32k | 116.96 |
| 2024-06-30 | $2.9M | 27k | 106.66 |
| 2024-03-31 | $2.4M | 22k | 110.52 |
| 2023-09-30 | $2.3M | 24k | 94.33 |
| 2023-06-30 | $2.4M | 24k | 99.65 |
| 2023-03-31 | $2.4M | 25k | 96.70 |
| 2022-12-31 | $2.5M | 26k | 94.64 |
| 2022-09-30 | $2.3M | 26k | 87.20 |
| 2022-06-30 | $2.2M | 24k | 92.40 |
| 2022-03-31 | $2.9M | 27k | 107.88 |
| 2021-12-31 | $2.9M | 25k | 114.57 |
| 2021-09-30 | $2.9M | 26k | 109.08 |
| 2021-06-30 | $2.9M | 26k | 112.99 |
| 2021-03-31 | $2.8M | 26k | 108.53 |
| 2020-12-31 | $2.2M | 24k | 91.90 |
| 2020-09-30 | $1.8M | 25k | 70.35 |
| 2020-06-30 | $1.6M | 24k | 68.30 |
| 2020-03-31 | $997k | 18k | 56.12 |
| 2019-12-31 | $744k | 8.9k | 83.92 |
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