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 |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,265
shares
|
$53,534
0.02% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,161
shares
|
$49,133
0.0% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,046
shares
|
$44,266
0.0% of portfolio
|
Q1 2023
Added 3274.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
604
shares
|
$25,561
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
600
shares
|
$25,392
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
597
shares
|
$25,265
0.0% of portfolio
|
Q4 2023
Added 1.88%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
545
shares
|
$23,064
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
481
shares
|
$20,355
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
471
shares
|
$19,932
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$17,732
0.0% of portfolio
|
Q2 2021
Reduced 40.33%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$16,928
0.02% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
300
shares
|
$12,696
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
150
shares
|
$6,348
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
130
shares
|
$5,501
0.0% of portfolio
|
Q3 2024
Reduced 84.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
86
shares
|
$3,639
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
39
shares
|
$1,650
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
28
shares
|
$1,184
0.0% of portfolio
|
Q3 2024
Reduced 58.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|