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 86 institutions that hold shares in the stock, with a total of 814,512 shares, which have been reported (via 13F filing form) to have a value of $33.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
70,755
shares
|
$2.92 Million
0.07% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
55,782
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
55,350
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Added 66.72%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
49,932
shares
|
$2.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
45,353
shares
|
$1.87 Million
0.56% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
34,450
shares
|
$1.42 Million
0.83% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
32,000
shares
|
$1.32 Million
0.2% of portfolio
|
Q4 2024
Added 100.87%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
25,774
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
20,140
shares
|
$830,775
0.0% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
16,773
shares
|
$691,886
0.02% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
16,405
shares
|
$676,706
0.0% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
16,113
shares
|
$664,661
0.47% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
15,429
shares
|
$636,446
0.06% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
14,915
shares
|
$615,243
0.34% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,974
shares
|
$576,427
0.0% of portfolio
|
Q3 2025
Added 125.82%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
13,500
shares
|
$556,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
12,637
shares
|
$521,276
0.0% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
12,161
shares
|
$501,641
0.17% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
11,874
shares
|
$489,802
0.07% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,426
shares
|
$471,322
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
11,380
shares
|
$469,425
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,364
shares
|
$468,765
0.0% of portfolio
|
Q3 2025
Reduced 19.4%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
10,830
shares
|
$446,737
0.1% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
10,756
shares
|
$443,685
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
10,445
shares
|
$430,856
0.16% of portfolio
|
Q3 2025
Added 7.9%
|
|