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 611,675 shares, which have been reported (via 13F filing form) to have a value of $25.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
600
shares
|
$24,804
0.01% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
597
shares
|
$24,679
0.0% of portfolio
|
Q4 2023
Added 1.88%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
539
shares
|
$22,282
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
481
shares
|
$19,884
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
471
shares
|
$19,471
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$17,321
0.0% of portfolio
|
Q2 2021
Reduced 40.33%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$16,536
0.02% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
300
shares
|
$12,402
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
150
shares
|
$6,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
130
shares
|
$5,374
0.0% of portfolio
|
Q3 2024
Reduced 84.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
86
shares
|
$3,555
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
39
shares
|
$1,612
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
28
shares
|
$1,157
0.0% of portfolio
|
Q3 2024
Reduced 58.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|