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 |
|---|---|---|---|---|---|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
16,178
shares
|
$359,313
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
15,931
shares
|
$353,827
0.03% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
14,594
shares
|
$324,132
0.02% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,221
shares
|
$315,848
0.03% of portfolio
|
Q3 2022
Added 1.93%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
14,093
shares
|
$313,005
0.1% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
13,893
shares
|
$308,563
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
13,812
shares
|
$306,764
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
13,110
shares
|
$291,173
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
12,629
shares
|
$280,490
0.02% of portfolio
|
Q4 2024
Added 38.22%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
12,367
shares
|
$274,671
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
12,101
shares
|
$268,763
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
12,031
shares
|
$267,208
0.0% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
11,355
shares
|
$252,194
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
11,200
shares
|
$248,752
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,520
shares
|
$233,649
0.0% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,523
shares
|
$211,505
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
9,265
shares
|
$205,775
0.01% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
9,179
shares
|
$203,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
8,732
shares
|
$193,937
0.01% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
8,402
shares
|
$186,608
0.01% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
7,824
shares
|
$173,771
0.13% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,370
shares
|
$119,267
0.0% of portfolio
|
Q4 2024
Added 53.38%
|
|
|
Alaska Permanent Capital Management
|
Jan 29, 2025 Q4 2024 |
5,164
shares
|
$114,692
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,162
shares
|
$114,648
0.01% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,490
shares
|
$99,722
0.0% of portfolio
|
Q3 2024
New holding
|