Institutional Ownership Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
32,674
shares
|
$738,759
0.14% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
32,054
shares
|
$724,740
0.01% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
31,396
shares
|
$709,863
0.42% of portfolio
|
Q1 2025
Added 113.01%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
30,959
shares
|
$699,982
0.25% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
29,591
shares
|
$669,052
0.39% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
28,729
shares
|
$649,562
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
26,975
shares
|
$609,904
0.02% of portfolio
|
Q3 2025
Added 17.89%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
25,982
shares
|
$587,453
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
25,651
shares
|
$579,969
0.05% of portfolio
|
Q3 2025
Added 20.1%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
25,639
shares
|
$579,697
0.11% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,089
shares
|
$567,262
0.0% of portfolio
|
Q3 2024
Added 23.59%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
24,434
shares
|
$552,452
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
23,362
shares
|
$528,214
0.01% of portfolio
|
Q3 2025
Added 112.69%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
22,183
shares
|
$501,557
0.19% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
21,628
shares
|
$489,009
0.02% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
20,537
shares
|
$464,341
0.27% of portfolio
|
Q2 2025
Reduced 27.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
20,408
shares
|
$461,424
0.0% of portfolio
|
Q3 2025
Added 71.44%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
20,022
shares
|
$452,697
0.24% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
19,970
shares
|
$451,521
0.01% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
19,005
shares
|
$429,703
0.19% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
18,846
shares
|
$426,108
0.07% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
18,760
shares
|
$424,163
0.0% of portfolio
|
Q4 2024
Added 20.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
18,284
shares
|
$413,401
0.01% of portfolio
|
Q3 2025
Added 30.14%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
17,569
shares
|
$397,235
0.03% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
17,275
shares
|
$390,587
0.0% of portfolio
|
Q3 2025
New holding
|
|