iShares Core S&P Small-Cap ETF $IJR Position Increased by Caldwell Trust Co

Caldwell Trust Co boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 97,715 shares of the exchange traded fund’s stock after buying an additional 3,650 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 1.1% of Caldwell Trust Co’s investment portfolio, making the stock its 24th largest position. Caldwell Trust Co’s holdings in iShares Core S&P Small-Cap ETF were worth $12,147,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of IJR. Brighton Jones LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 24.3% in the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after purchasing an additional 5,853 shares during the period. Heck Capital Advisors LLC acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth about $55,011,000. AQR Capital Management LLC lifted its stake in iShares Core S&P Small-Cap ETF by 80.7% during the first quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock valued at $1,878,000 after buying an additional 8,025 shares in the last quarter. Millennium Management LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the first quarter valued at about $5,503,000. Finally, United Bank boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 4.8% in the second quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock worth $3,593,000 after buying an additional 1,495 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $147.41 on Friday. The company has a 50-day moving average of $138.59 and a two-hundred day moving average of $130.65. The stock has a market cap of $110.06 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a one year low of $107.08 and a one year high of $147.60.

iShares Core S&P Small-Cap ETF Company Profile

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.