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 143 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $353 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
141,116
shares
|
$3.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
140,069
shares
|
$3.19 Million
0.06% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
139,167
shares
|
$3.16 Million
0.55% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
137,062
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
133,930
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Added 28.89%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
120,224
shares
|
$2.73 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
114,478
shares
|
$2.6 Million
2.14% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
109,801
shares
|
$2.5 Million
2.12% of portfolio
|
Q2 2025
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
107,821
shares
|
$2.45 Million
2.25% of portfolio
|
Q4 2022
Added 2.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
102,441
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
99,664
shares
|
$2.27 Million
2.56% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
99,459
shares
|
$2.26 Million
1.15% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
97,847
shares
|
$2.23 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
94,859
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
85,148
shares
|
$1.94 Million
0.07% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
84,228
shares
|
$1.92 Million
1.31% of portfolio
|
Q3 2025
Added 531.44%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
83,150
shares
|
$1.89 Million
0.46% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
81,720
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.96%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
80,845
shares
|
$1.84 Million
0.56% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
79,464
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,603
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 29.99%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
73,979
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2025
Reduced 19.27%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
73,197
shares
|
$1.66 Million
0.4% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
70,439
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
68,904
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 4.28%
|