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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,378
shares
|
$98,986
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,441
shares
|
$77,801
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
2,791
shares
|
$63,104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
2,290
shares
|
$51,776
0.0% of portfolio
|
Q4 2025
Reduced 37.94%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
2,212
shares
|
$50,013
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
2,200
shares
|
$49,742
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,152
shares
|
$48,656
0.0% of portfolio
|
Q2 2024
Added 29.95%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,119
shares
|
$47,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,991
shares
|
$45,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
1,885
shares
|
$42,619
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,850
shares
|
$41,828
0.0% of portfolio
|
Q3 2025
Reduced 32.8%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,798
shares
|
$40,652
0.04% of portfolio
|
Q4 2023
Added 223.38%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,550
shares
|
$35,045
0.0% of portfolio
|
Q1 2025
Added 251.47%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
1,445
shares
|
$32,671
0.02% of portfolio
|
Q4 2025
Added 44.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,356
shares
|
$30,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,140
shares
|
$25,775
0.0% of portfolio
|
Q4 2025
Added 68.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,118
shares
|
$25,277
0.0% of portfolio
|
Q2 2025
Added 3287.88%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
670
shares
|
$15,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
645
shares
|
$14,583
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
500
shares
|
$11,305
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
274
shares
|
$6,195
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
80
shares
|
$1,808
0.0% of portfolio
|
Q1 2025
Reduced 91.09%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
27
shares
|
$610
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|