Captrust Financial Advisors Has $103.37 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

Captrust Financial Advisors boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 860,161 shares of the exchange traded fund’s stock after buying an additional 16,705 shares during the quarter. Captrust Financial Advisors owned about 0.12% of iShares Core S&P Small-Cap ETF worth $103,374,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Pasadena Private Wealth LLC grew its stake in iShares Core S&P Small-Cap ETF by 0.7% in the 4th quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock valued at $1,267,000 after buying an additional 76 shares during the last quarter. Flavin Financial Services Inc. lifted its position in iShares Core S&P Small-Cap ETF by 0.4% during the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after acquiring an additional 78 shares during the last quarter. First Trust Advisors LP lifted its position in iShares Core S&P Small-Cap ETF by 1.7% during the 4th quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after acquiring an additional 78 shares during the last quarter. Westmount Partners LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 0.3% during the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock valued at $3,131,000 after acquiring an additional 79 shares during the period. Finally, Kapstone Financial Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 4.3% during the fourth quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock valued at $229,000 after acquiring an additional 79 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $142.62 on Wednesday. The stock’s 50-day moving average is $136.37 and its 200-day moving average is $129.43. The company has a market cap of $106.49 billion, a P/E ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 52-week low of $105.15 and a 52-week high of $145.06.

About iShares Core S&P Small-Cap ETF

iShares Core S&P Small-Cap ETF, formerly iShares S&P SmallCap 600 Index Fund, seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s SmallCap 600 Index (the Index). The Index measures the performance of publicly traded securities in the small-capitalization sector of the United States equity market. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.