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 123 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
38,041
shares
|
$844,890
0.01% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
35,137
shares
|
$780,392
0.0% of portfolio
|
Q1 2025
Added 16.31%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
34,622
shares
|
$768,954
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
33,877
shares
|
$752,408
0.01% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
31,396
shares
|
$697,305
0.47% of portfolio
|
Q1 2025
Added 113.01%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
31,299
shares
|
$695,150
0.02% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
25,835
shares
|
$573,795
0.15% of portfolio
|
Q4 2024
Added 133.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,089
shares
|
$557,226
0.0% of portfolio
|
Q3 2024
Added 23.59%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
23,797
shares
|
$528,531
0.0% of portfolio
|
Q1 2024
Added 50.85%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
23,651
shares
|
$525,288
0.02% of portfolio
|
Q4 2024
Added 137.65%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
22,954
shares
|
$509,808
0.04% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
22,824
shares
|
$506,921
0.12% of portfolio
|
Q4 2024
Added 35.3%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
22,704
shares
|
$504,255
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
21,875
shares
|
$485,843
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
21,194
shares
|
$470,718
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
20,720
shares
|
$460,191
0.02% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
20,501
shares
|
$455,327
0.3% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
19,824
shares
|
$440,291
0.01% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
19,282
shares
|
$428,253
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
18,760
shares
|
$416,659
0.0% of portfolio
|
Q4 2024
Added 20.47%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
18,754
shares
|
$416,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
18,118
shares
|
$402,400
0.2% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
17,810
shares
|
$395,560
0.01% of portfolio
|
Q4 2024
Added 49.48%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
17,636
shares
|
$391,695
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,220
shares
|
$382,456
0.04% of portfolio
|
Q4 2024
Reduced 4.27%
|