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 87 institutions that hold shares in the stock, with a total of 839,110 shares, which have been reported (via 13F filing form) to have a value of $35.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,946
shares
|
$207,435
0.0% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,681
shares
|
$196,321
0.01% of portfolio
|
Q2 2025
Added 20.4%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,877
shares
|
$120,661
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,764
shares
|
$115,922
0.0% of portfolio
|
Q2 2025
Reduced 40.5%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,379
shares
|
$99,775
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,280
shares
|
$95,623
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,266
shares
|
$95,036
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
2,170
shares
|
$91,009
0.02% of portfolio
|
Q2 2023
Reduced 2.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,125
shares
|
$89,122
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,000
shares
|
$83,880
0.0% of portfolio
|
Q2 2025
Reduced 37.58%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,273
shares
|
$53,389
0.02% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,059
shares
|
$44,414
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,008
shares
|
$42,275
0.01% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,007
shares
|
$42,233
0.0% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
917
shares
|
$38,458
0.0% of portfolio
|
Q2 2025
Reduced 58.79%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
655
shares
|
$27,470
0.0% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
610
shares
|
$25,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
596
shares
|
$24,996
0.01% of portfolio
|
Q2 2025
Reduced 35.01%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
547
shares
|
$22,941
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
538
shares
|
$22,563
0.0% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
508
shares
|
$21,305
0.0% of portfolio
|
Q2 2025
Reduced 68.23%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
494
shares
|
$20,718
0.0% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
490
shares
|
$20,550
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$17,572
0.0% of portfolio
|
Q2 2021
Reduced 40.33%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
400
shares
|
$16,776
0.0% of portfolio
|
Q2 2025
New holding
|