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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
245
shares
|
$10,106
0.0% of portfolio
|
Q1 2025
Reduced 59.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
208
shares
|
$8,580
0.0% of portfolio
|
Q3 2025
Added 38.67%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
190
shares
|
$7,837
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
150
shares
|
$6,187
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
144
shares
|
$5,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
90
shares
|
$3,712
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
86
shares
|
$3,547
0.0% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
39
shares
|
$1,608
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
23
shares
|
$948
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2
shares
|
$82
0.0% of portfolio
|
Q3 2025
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|