Institutional Ownership Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
2,121,083
shares
|
$48 Million
6.78% of portfolio
|
Q4 2025
Added 57.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,446,040
shares
|
$32.7 Million
0.01% of portfolio
|
Q3 2025
Added 32.8%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,070,817
shares
|
$24.2 Million
0.0% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,008,374
shares
|
$22.8 Million
0.0% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
795,652
shares
|
$18 Million
0.02% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
744,972
shares
|
$16.8 Million
0.01% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
670,294
shares
|
$15.2 Million
0.56% of portfolio
|
Q3 2025
Added 72.95%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
538,156
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2025
Added 56.08%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
486,283
shares
|
$11 Million
0.29% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
446,385
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
Added 29.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
434,426
shares
|
$9.82 Million
0.02% of portfolio
|
Q3 2025
Added 30.7%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
370,330
shares
|
$8.37 Million
1.47% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
353,196
shares
|
$7.99 Million
0.23% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
345,299
shares
|
$7.81 Million
1.31% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
311,162
shares
|
$7.04 Million
0.85% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
310,111
shares
|
$7.01 Million
1.95% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
293,807
shares
|
$6.64 Million
0.01% of portfolio
|
Q3 2025
Added 26.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
259,260
shares
|
$5.86 Million
0.01% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
241,434
shares
|
$5.46 Million
1.27% of portfolio
|
Q4 2025
Added 12.09%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
239,064
shares
|
$5.41 Million
0.11% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
223,347
shares
|
$5.05 Million
2.22% of portfolio
|
Q2 2025
Added 156.4%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
165,008
shares
|
$3.73 Million
2.74% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
158,503
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
156,596
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
149,971
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2025
Added 6.27%
|
|