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 |
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,280
shares
|
$82,262
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
2,266
shares
|
$81,757
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
2,170
shares
|
$78,293
0.02% of portfolio
|
Q2 2023
Reduced 2.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,125
shares
|
$76,670
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,923
shares
|
$69,381
0.03% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,599
shares
|
$57,691
0.0% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,221
shares
|
$44,053
0.0% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
947
shares
|
$34,167
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
917
shares
|
$33,085
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
867
shares
|
$31,281
0.0% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
655
shares
|
$23,632
0.0% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
610
shares
|
$22,008
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
604
shares
|
$21,792
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
600
shares
|
$21,648
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
545
shares
|
$19,663
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
486
shares
|
$17,534
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
471
shares
|
$16,993
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$15,117
0.0% of portfolio
|
Q2 2021
Reduced 40.33%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$14,432
0.02% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
300
shares
|
$10,824
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
150
shares
|
$5,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
150
shares
|
$5,412
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
144
shares
|
$5,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
127
shares
|
$4,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
86
shares
|
$3,102
0.0% of portfolio
|
Q2 2024
New holding
|