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 75 institutions that hold shares in the stock, with a total of 711,762 shares, which have been reported (via 13F filing form) to have a value of $26.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
2,170
shares
|
$81,266
0.02% of portfolio
|
Q2 2023
Reduced 2.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,125
shares
|
$79,581
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,923
shares
|
$72,016
0.03% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,599
shares
|
$59,882
0.0% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,221
shares
|
$45,726
0.0% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
947
shares
|
$35,465
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
867
shares
|
$32,469
0.0% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
610
shares
|
$22,844
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
604
shares
|
$22,619
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
600
shares
|
$22,470
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
597
shares
|
$22,357
0.0% of portfolio
|
Q4 2023
Added 1.88%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
545
shares
|
$20,410
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
486
shares
|
$18,200
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
471
shares
|
$17,638
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$15,691
0.0% of portfolio
|
Q2 2021
Reduced 40.33%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$14,980
0.02% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
300
shares
|
$11,235
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
150
shares
|
$5,617
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
144
shares
|
$5,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
127
shares
|
$4,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
86
shares
|
$3,220
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
39
shares
|
$1,460
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
24
shares
|
$898
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|