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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,221
shares
|
$323,385
0.03% of portfolio
|
Q3 2022
Added 1.93%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
14,073
shares
|
$320,020
0.05% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,842
shares
|
$314,767
0.0% of portfolio
|
Q3 2025
Added 69.65%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
13,812
shares
|
$314,084
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,502
shares
|
$307,035
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
11,904
shares
|
$270,696
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
11,290
shares
|
$256,734
0.02% of portfolio
|
Q2 2025
Added 775.19%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
10,984
shares
|
$249,776
0.01% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
10,470
shares
|
$238,087
0.18% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
10,214
shares
|
$232,266
0.01% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
10,091
shares
|
$229,469
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,000
shares
|
$204,660
0.01% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
8,898
shares
|
$202,340
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,920
shares
|
$157,360
0.0% of portfolio
|
Q1 2025
Added 28.86%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,203
shares
|
$118,316
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
5,191
shares
|
$118,043
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,490
shares
|
$102,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,378
shares
|
$99,555
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,690
shares
|
$83,910
0.0% of portfolio
|
Q3 2025
Added 61.14%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
2,791
shares
|
$63,467
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
2,753
shares
|
$62,603
0.01% of portfolio
|
Q2 2025
Reduced 43.76%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2,212
shares
|
$50,300
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,200
shares
|
$50,028
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,152
shares
|
$48,936
0.0% of portfolio
|
Q2 2024
Added 29.95%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,119
shares
|
$48,186
0.0% of portfolio
|
Q3 2025
New holding
|