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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
352
shares
|
$14,762
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
294
shares
|
$12,330
0.0% of portfolio
|
Q2 2025
Reduced 88.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
257
shares
|
$10,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
245
shares
|
$10,275
0.0% of portfolio
|
Q1 2025
Reduced 59.17%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
190
shares
|
$7,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
150
shares
|
$6,291
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
150
shares
|
$6,291
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
144
shares
|
$6,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
92
shares
|
$3,858
0.0% of portfolio
|
Q2 2025
Added 268.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
86
shares
|
$3,606
0.0% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
39
shares
|
$1,635
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|