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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,946
shares
|
$204,022
0.0% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
4,879
shares
|
$201,258
0.0% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,862
shares
|
$159,307
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$123,750
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,877
shares
|
$118,676
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,379
shares
|
$98,133
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,280
shares
|
$94,050
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
2,170
shares
|
$89,512
0.02% of portfolio
|
Q2 2023
Reduced 2.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,770
shares
|
$73,012
0.02% of portfolio
|
Q3 2025
Reduced 16.71%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,273
shares
|
$52,511
0.02% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,008
shares
|
$41,580
0.01% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,007
shares
|
$41,538
0.0% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
928
shares
|
$38,280
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
837
shares
|
$34,526
0.01% of portfolio
|
Q3 2025
Reduced 20.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
655
shares
|
$27,018
0.0% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
610
shares
|
$25,162
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
549
shares
|
$22,646
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
494
shares
|
$20,377
0.0% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
490
shares
|
$20,212
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
460
shares
|
$18,975
0.0% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$17,283
0.0% of portfolio
|
Q2 2021
Reduced 40.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
413
shares
|
$17,036
0.0% of portfolio
|
Q3 2025
Reduced 30.7%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
400
shares
|
$16,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
352
shares
|
$14,520
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
294
shares
|
$12,127
0.0% of portfolio
|
Q2 2025
Reduced 88.48%
|
|