Ishares Tresg Screened S&P Sma XJR
Institutional shares held
810,002
0
calls
0
puts
Total value of holdings
$33.4M
$0
calls
$0
puts
# of Institutions
86
We take great care to ensure that the data presented and summarized in this overview for ISHARES TRESG SCREENED S&P SMA is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding XJR
View all-
Bailard, Inc.70.8KShares$2.92 Million0.07% of portfolio
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Franklin Resources Inc San Mateo, CA55.8KShares$2.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC55.4KShares$2.28 Million0.0% of portfolio
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Merriman Wealth Management, LLC49.9KShares$2.06 Million0.09% of portfolio
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Highland Financial Advisors, LLC46.1KShares$1.9 Million0.54% of portfolio
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Better Money Decisions, LLC34.5KShares$1.42 Million0.83% of portfolio
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Biltmore Family Office, LLC32KShares$1.32 Million0.2% of portfolio
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Jnba Financial Advisors25.8KShares$1.06 Million0.1% of portfolio
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New Edge Advisors, LLC New Orleans, LA20.1KShares$830,7750.0% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA16.8KShares$691,8860.02% of portfolio