Chesley Taft & Associates LLC Raises Stake in iShares Core S&P Small-Cap ETF $IJR

Chesley Taft & Associates LLC grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 365,335 shares of the exchange traded fund’s stock after acquiring an additional 21,656 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 1.7% of Chesley Taft & Associates LLC’s investment portfolio, making the stock its 13th biggest position. Chesley Taft & Associates LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $43,906,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of IJR. Jones Financial Companies Lllp grew its holdings in shares of iShares Core S&P Small-Cap ETF by 549.5% in the third quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after purchasing an additional 12,593,909 shares during the period. JPMorgan Chase & Co. raised its stake in iShares Core S&P Small-Cap ETF by 60.1% during the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock worth $610,556,000 after purchasing an additional 1,928,405 shares during the period. Cerity Partners LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 50.8% in the 2nd quarter. Cerity Partners LLC now owns 3,754,934 shares of the exchange traded fund’s stock valued at $410,377,000 after purchasing an additional 1,265,540 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in iShares Core S&P Small-Cap ETF by 2.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after purchasing an additional 1,024,536 shares during the last quarter. Finally, Truist Financial Corp grew its stake in shares of iShares Core S&P Small-Cap ETF by 30.0% in the 3rd quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock valued at $484,181,000 after buying an additional 941,459 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA IJR opened at $121.75 on Friday. The company has a 50 day simple moving average of $127.62 and a 200-day simple moving average of $122.82. The company has a market capitalization of $89.53 billion, a P/E ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $133.52.

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.