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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
7,511
shares
|
$317,865
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
7,336
shares
|
$310,459
0.12% of portfolio
|
Q3 2024
Added 19.69%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
7,311
shares
|
$309,401
0.2% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,221
shares
|
$305,592
0.0% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
6,975
shares
|
$295,182
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,964
shares
|
$294,716
0.0% of portfolio
|
Q3 2024
Reduced 72.11%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,843
shares
|
$289,595
0.01% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
6,772
shares
|
$286,591
0.05% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
6,767
shares
|
$286,379
0.1% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,646
shares
|
$281,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
5,985
shares
|
$253,285
0.05% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
5,960
shares
|
$252,227
0.05% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,792
shares
|
$245,117
0.01% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,345
shares
|
$226,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
5,186
shares
|
$219,471
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,829
shares
|
$119,723
0.0% of portfolio
|
Q3 2024
Added 17581.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,704
shares
|
$114,433
0.0% of portfolio
|
Q1 2024
Added 80.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,409
shares
|
$101,948
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,379
shares
|
$100,679
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,280
shares
|
$96,489
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
2,170
shares
|
$91,834
0.03% of portfolio
|
Q2 2023
Reduced 2.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,125
shares
|
$89,930
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,923
shares
|
$81,381
0.03% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,599
shares
|
$67,669
0.0% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,568
shares
|
$66,357
0.0% of portfolio
|
Q3 2024
Added 17.01%
|