Institutional Ownership Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $303 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
957,244
shares
|
$21.7 Million
0.0% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
940,396
shares
|
$21.3 Million
0.0% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
877,789
shares
|
$19.9 Million
0.01% of portfolio
|
Q1 2025
Added 28.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
759,061
shares
|
$17.2 Million
0.03% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
612,065
shares
|
$13.9 Million
0.01% of portfolio
|
Q1 2025
Added 291.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
463,462
shares
|
$10.5 Million
0.03% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
457,030
shares
|
$10.4 Million
0.37% of portfolio
|
Q2 2025
Added 244.83%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
387,566
shares
|
$8.8 Million
0.36% of portfolio
|
Q2 2025
Added 82.8%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
357,792
shares
|
$8.12 Million
1.66% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
340,877
shares
|
$7.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
335,165
shares
|
$7.61 Million
0.24% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
334,525
shares
|
$7.59 Million
1.4% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
331,309
shares
|
$7.52 Million
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
289,685
shares
|
$6.58 Million
0.99% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
283,528
shares
|
$6.44 Million
1.95% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
261,524
shares
|
$5.94 Million
0.0% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
238,480
shares
|
$5.41 Million
0.01% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
202,448
shares
|
$4.6 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
157,038
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
154,420
shares
|
$3.51 Million
2.69% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
148,242
shares
|
$3.37 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
147,937
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 43.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
140,688
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Added 16.11%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
140,069
shares
|
$3.18 Million
0.06% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
126,309
shares
|
$2.87 Million
0.0% of portfolio
|
Q1 2025
Added 153.21%
|