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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
10,363
shares
|
$427,473
0.0% of portfolio
|
Q3 2025
Reduced 22.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,291
shares
|
$383,253
0.0% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
8,690
shares
|
$358,462
0.07% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,024
shares
|
$330,990
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,968
shares
|
$328,680
0.01% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
7,856
shares
|
$324,060
0.19% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
7,530
shares
|
$310,612
0.05% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
7,361
shares
|
$303,641
0.05% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,264
shares
|
$299,640
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,221
shares
|
$297,866
0.0% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
7,101
shares
|
$292,916
0.22% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
6,981
shares
|
$287,966
0.15% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,941
shares
|
$286,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
6,846
shares
|
$282,397
0.18% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
6,796
shares
|
$280,335
0.01% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
6,746
shares
|
$278,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
6,471
shares
|
$266,928
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6,434
shares
|
$265,402
0.0% of portfolio
|
Q3 2025
Added 23.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
6,299
shares
|
$259,833
0.0% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
6,234
shares
|
$257,152
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
5,650
shares
|
$233,062
0.0% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,521
shares
|
$227,741
0.0% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
5,304
shares
|
$218,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
5,297
shares
|
$218,501
0.15% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
5,276
shares
|
$217,635
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|