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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
16,806
shares
|
$379,983
0.0% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
16,646
shares
|
$376,366
0.36% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
15,742
shares
|
$355,926
0.1% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
15,489
shares
|
$350,206
0.0% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
15,158
shares
|
$342,722
0.03% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
14,948
shares
|
$337,974
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
14,839
shares
|
$335,509
0.0% of portfolio
|
Q1 2025
Reduced 37.64%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
14,573
shares
|
$329,495
0.01% of portfolio
|
Q3 2025
Added 39.63%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,221
shares
|
$321,536
0.03% of portfolio
|
Q3 2022
Added 1.93%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
14,073
shares
|
$318,190
0.05% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
13,957
shares
|
$315,567
0.22% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,842
shares
|
$312,967
0.0% of portfolio
|
Q3 2025
Added 69.65%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,502
shares
|
$305,280
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
13,290
shares
|
$300,486
0.03% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
10,812
shares
|
$244,459
0.16% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
10,662
shares
|
$241,067
0.03% of portfolio
|
Q3 2025
Added 19.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
10,234
shares
|
$231,390
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
10,091
shares
|
$228,157
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,920
shares
|
$156,461
0.0% of portfolio
|
Q1 2025
Added 28.86%
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
5,269
shares
|
$119,132
0.01% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,203
shares
|
$117,639
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,490
shares
|
$101,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,378
shares
|
$98,986
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,690
shares
|
$83,430
0.0% of portfolio
|
Q3 2025
Added 61.14%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,441
shares
|
$77,801
0.0% of portfolio
|
Q3 2025
New holding
|
|