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 149 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $411 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
17,569
shares
|
$397,235
0.03% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
17,275
shares
|
$390,587
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
16,806
shares
|
$379,983
0.0% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
16,646
shares
|
$376,366
0.36% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
15,489
shares
|
$350,206
0.0% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
15,158
shares
|
$342,722
0.03% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
14,873
shares
|
$336,278
0.01% of portfolio
|
Q4 2025
Added 2.06%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
14,839
shares
|
$335,509
0.0% of portfolio
|
Q1 2025
Reduced 37.64%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,221
shares
|
$321,536
0.03% of portfolio
|
Q3 2022
Added 1.93%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
14,073
shares
|
$318,190
0.05% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,842
shares
|
$312,967
0.0% of portfolio
|
Q3 2025
Added 69.65%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,502
shares
|
$305,280
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
13,290
shares
|
$300,486
0.03% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
12,518
shares
|
$283,031
0.18% of portfolio
|
Q4 2025
Reduced 10.31%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jan 16, 2026 Q4 2025 |
12,359
shares
|
$279,436
0.08% of portfolio
|
Q4 2025
Reduced 92.06%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
10,812
shares
|
$244,459
0.16% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
10,662
shares
|
$241,067
0.03% of portfolio
|
Q3 2025
Added 19.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
10,234
shares
|
$231,390
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
10,219
shares
|
$231,051
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
8,900
shares
|
$201,229
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,920
shares
|
$156,461
0.0% of portfolio
|
Q1 2025
Added 28.86%
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
5,269
shares
|
$119,132
0.01% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,203
shares
|
$117,639
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
4,880
shares
|
$110,336
0.05% of portfolio
|
Q4 2025
Added 284.55%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,490
shares
|
$101,518
0.0% of portfolio
|
Q3 2024
New holding
|
|