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 68 institutions that hold shares in the stock, with a total of 652,769 shares, which have been reported (via 13F filing form) to have a value of $27.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
54,577
shares
|
$2.31 Million
0.06% of portfolio
|
Q3 2024
Added 21.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
53,047
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2024
Added 12.77%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
51,580
shares
|
$2.18 Million
0.09% of portfolio
|
Q3 2024
Added 41.25%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
38,701
shares
|
$1.64 Million
1.27% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
33,410
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
28,955
shares
|
$1.23 Million
0.83% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
26,625
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 17.48%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
22,834
shares
|
$966,334
0.1% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
17,109
shares
|
$724,052
0.55% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
16,510
shares
|
$698,703
0.0% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
15,931
shares
|
$674,199
0.12% of portfolio
|
Q4 2023
Reduced 14.93%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
14,815
shares
|
$626,970
0.06% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
14,081
shares
|
$595,907
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
13,600
shares
|
$575,552
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
13,206
shares
|
$558,877
0.0% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
13,037
shares
|
$551,725
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
12,539
shares
|
$530,650
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
12,429
shares
|
$525,995
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,426
shares
|
$483,548
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
11,380
shares
|
$481,601
0.0% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,630
shares
|
$449,861
0.0% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
10,533
shares
|
$445,756
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
10,483
shares
|
$443,640
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
8,485
shares
|
$359,085
0.08% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
7,999
shares
|
$338,517
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|