Institutional Ownership Ishares Tresg Screened S&P Sma (XJR)
This table provides information about the institutional ownership of Ishares Tresg Screened S&P Sma (XJR). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 625,811 shares, which have been reported (via 13F filing form) to have a value of $26.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,221
shares
|
$305,448
0.0% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 26, 2024 Q2 2024 |
7,196
shares
|
$304,390
0.21% of portfolio
|
Q2 2024
New holding
|
|
Armbruster Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
7,110
shares
|
$300,753
0.06% of portfolio
|
Q2 2024
Added 1.79%
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,768
shares
|
$286,286
0.01% of portfolio
|
Q3 2024
New holding
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
6,738
shares
|
$285,017
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
6,472
shares
|
$273,765
0.0% of portfolio
|
Q2 2024
New holding
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 09, 2024 Q2 2024 |
6,129
shares
|
$259,256
0.1% of portfolio
|
Q2 2024
New holding
|
|
Tarbox Family Office, Inc.
|
Jul 16, 2024 Q2 2024 |
5,940
shares
|
$251,261
0.04% of portfolio
|
Q2 2024
Added 11.99%
|
|
Optas, LLC
|
Jul 25, 2024 Q2 2024 |
5,509
shares
|
$233,030
0.05% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,829
shares
|
$119,666
0.0% of portfolio
|
Q3 2024
Added 17581.25%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,704
shares
|
$114,379
0.0% of portfolio
|
Q1 2024
Added 80.27%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
2,418
shares
|
$102,281
0.0% of portfolio
|
Q2 2024
Added 3.42%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
2,379
shares
|
$100,631
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
2,280
shares
|
$96,444
0.01% of portfolio
|
Q4 2022
New holding
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
2,170
shares
|
$91,791
0.02% of portfolio
|
Q2 2023
Reduced 2.25%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
2,125
shares
|
$89,887
0.02% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,868
shares
|
$79,016
0.0% of portfolio
|
Q2 2024
Added 13.69%
|
|
Armor Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
1,788
shares
|
$75,632
0.03% of portfolio
|
Q2 2024
Reduced 42.77%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,340
shares
|
$56,681
0.0% of portfolio
|
Q2 2024
Reduced 22.36%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,303
shares
|
$55,116
0.0% of portfolio
|
Q2 2024
Added 0.15%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 15, 2024 Q2 2024 |
1,243
shares
|
$52,578
0.02% of portfolio
|
Q2 2024
Added 2.14%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
1,046
shares
|
$44,245
0.0% of portfolio
|
Q1 2023
Added 3274.19%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
925
shares
|
$39,127
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
818
shares
|
$34,601
0.0% of portfolio
|
Q2 2024
New holding
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
750
shares
|
$31,724
0.0% of portfolio
|
Q2 2024
New holding
|