Burns J W & Co. Inc. NY Grows Stake in iShares Core S&P Small-Cap ETF $IJR

Burns J W & Co. Inc. NY grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 86,663 shares of the exchange traded fund’s stock after acquiring an additional 3,676 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 1.2% of Burns J W & Co. Inc. NY’s portfolio, making the stock its 22nd biggest position. Burns J W & Co. Inc. NY’s holdings in iShares Core S&P Small-Cap ETF were worth $10,773,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Crewe Advisors LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 4.2% in the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock worth $17,774,000 after buying an additional 5,956 shares in the last quarter. Resonant Capital Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 2.2% during the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after acquiring an additional 5,942 shares in the last quarter. Fortitude Family Office LLC raised its holdings in iShares Core S&P Small-Cap ETF by 10.1% in the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after acquiring an additional 4,209 shares during the last quarter. Becker Capital Management Inc. raised its holdings in iShares Core S&P Small-Cap ETF by 3.1% in the 3rd quarter. Becker Capital Management Inc. now owns 427,257 shares of the exchange traded fund’s stock worth $50,771,000 after acquiring an additional 12,672 shares during the last quarter. Finally, Capital Asset Advisory Services LLC raised its holdings in iShares Core S&P Small-Cap ETF by 7.7% in the 4th quarter. Capital Asset Advisory Services LLC now owns 411,166 shares of the exchange traded fund’s stock worth $51,281,000 after acquiring an additional 29,257 shares during the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Down 0.3%

IJR stock opened at $142.77 on Wednesday. The stock’s 50 day simple moving average is $137.76 and its 200 day simple moving average is $130.20. iShares Core S&P Small-Cap ETF has a 12-month low of $107.08 and a 12-month high of $145.06. The stock has a market capitalization of $106.60 billion, a PE ratio of 16.52 and a beta of 1.02.

iShares Core S&P Small-Cap ETF 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.