Institutional Ownership Ishares Tresg Screened S&P Sma (XJR)
This table provides information about the institutional ownership of Ishares Tresg Screened S&P Sma (XJR). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 740,653 shares, which have been reported (via 13F filing form) to have a value of $26.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
69,679
shares
|
$2.53 Million
0.07% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
59,572
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
49,932
shares
|
$1.81 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
33,078
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 24.24%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
32,981
shares
|
$1.2 Million
0.83% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
32,000
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2024
Added 100.87%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
29,969
shares
|
$1.09 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,246
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.39%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
27,149
shares
|
$985,237
0.88% of portfolio
|
Q4 2024
Reduced 29.85%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
21,816
shares
|
$791,702
0.09% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
18,885
shares
|
$685,336
0.0% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
16,101
shares
|
$584,305
0.51% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
15,737
shares
|
$571,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
15,315
shares
|
$555,781
0.06% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,081
shares
|
$510,999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
13,600
shares
|
$493,544
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
13,037
shares
|
$473,112
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
11,955
shares
|
$433,846
0.09% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
11,531
shares
|
$418,459
0.0% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,426
shares
|
$414,649
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,380
shares
|
$412,980
0.0% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
11,010
shares
|
$399,552
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,803
shares
|
$392,040
0.0% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
10,483
shares
|
$380,428
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
10,159
shares
|
$368,670
0.26% of portfolio
|
Q1 2025
Reduced 18.98%
|