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 79 institutions that hold shares in the stock, with a total of 742,463 shares, which have been reported (via 13F filing form) to have a value of $26.3 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 |
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
9,605
shares
|
$346,548
0.0% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
9,504
shares
|
$342,904
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
8,420
shares
|
$303,793
0.07% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,188
shares
|
$295,423
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
8,129
shares
|
$293,294
0.13% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
7,798
shares
|
$281,351
0.19% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,221
shares
|
$260,533
0.0% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
6,975
shares
|
$251,658
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,843
shares
|
$246,895
0.01% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
6,772
shares
|
$244,333
0.05% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
6,767
shares
|
$244,153
0.1% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
6,717
shares
|
$242,349
0.0% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
6,205
shares
|
$223,876
0.04% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
6,192
shares
|
$223,407
0.01% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
5,985
shares
|
$215,938
0.05% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,345
shares
|
$192,847
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
5,277
shares
|
$190,394
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
5,139
shares
|
$185,415
0.12% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
4,099
shares
|
$147,891
0.01% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,846
shares
|
$138,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,250
shares
|
$117,260
0.0% of portfolio
|
Q4 2024
Added 179.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,204
shares
|
$115,600
0.0% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,943
shares
|
$106,183
0.0% of portfolio
|
Q4 2024
Added 22.17%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,856
shares
|
$103,044
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,379
shares
|
$85,834
0.0% of portfolio
|
Q2 2024
Added 0.59%
|