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 |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
25,639
shares
|
$583,030
0.11% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,089
shares
|
$570,523
0.0% of portfolio
|
Q3 2024
Added 23.59%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
23,216
shares
|
$527,931
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
22,881
shares
|
$520,313
0.02% of portfolio
|
Q2 2025
Added 49.1%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
21,358
shares
|
$485,680
0.05% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
20,537
shares
|
$467,011
0.3% of portfolio
|
Q2 2025
Reduced 27.79%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
20,413
shares
|
$464,191
0.18% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
20,066
shares
|
$456,300
0.26% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
19,970
shares
|
$454,117
0.01% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
19,005
shares
|
$432,173
0.19% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
18,760
shares
|
$426,602
0.0% of portfolio
|
Q4 2024
Added 20.47%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
18,746
shares
|
$426,284
0.08% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
18,460
shares
|
$419,780
0.01% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
18,284
shares
|
$415,778
0.01% of portfolio
|
Q3 2025
Added 30.14%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
18,023
shares
|
$409,843
0.03% of portfolio
|
Q1 2025
Added 42.71%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
17,213
shares
|
$391,423
0.03% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
16,240
shares
|
$369,297
0.0% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
15,779
shares
|
$358,814
0.0% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
15,742
shares
|
$357,973
0.1% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
15,571
shares
|
$354,084
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,535
shares
|
$353,265
0.0% of portfolio
|
Q1 2025
Added 69.25%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
15,158
shares
|
$344,692
0.03% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
14,948
shares
|
$339,917
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
14,839
shares
|
$337,438
0.0% of portfolio
|
Q1 2025
Reduced 37.64%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
14,573
shares
|
$331,390
0.01% of portfolio
|
Q3 2025
Added 39.63%
|