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 83 institutions that hold shares in the stock, with a total of 792,575 shares, which have been reported (via 13F filing form) to have a value of $30.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
10,483
shares
|
$401,289
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
10,159
shares
|
$388,886
0.26% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
9,520
shares
|
$364,425
0.14% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
8,615
shares
|
$329,782
0.07% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
8,155
shares
|
$312,173
0.0% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,117
shares
|
$310,718
0.0% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
7,955
shares
|
$304,517
0.05% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
7,798
shares
|
$298,507
0.19% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
7,717
shares
|
$295,406
0.0% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
7,674
shares
|
$293,760
0.0% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,221
shares
|
$276,419
0.0% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
7,031
shares
|
$269,146
0.01% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
6,767
shares
|
$259,040
0.1% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
6,274
shares
|
$240,168
0.03% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
6,205
shares
|
$237,527
0.04% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
6,192
shares
|
$237,029
0.01% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
5,985
shares
|
$229,105
0.05% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
5,710
shares
|
$218,578
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
5,277
shares
|
$202,003
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,205
shares
|
$199,247
0.0% of portfolio
|
Q1 2025
Added 35.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,074
shares
|
$194,232
0.0% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,645
shares
|
$177,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,888
shares
|
$148,832
0.0% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,204
shares
|
$122,649
0.0% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,856
shares
|
$109,327
0.0% of portfolio
|
Q4 2024
Added 0.95%
|