Institutional Ownership Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,446,040
shares
|
$32.7 Million
0.01% of portfolio
|
Q3 2025
Added 32.8%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
1,347,468
shares
|
$30.5 Million
4.52% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,070,817
shares
|
$24.2 Million
0.0% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,008,374
shares
|
$22.8 Million
0.0% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
795,652
shares
|
$18 Million
0.02% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
744,972
shares
|
$16.8 Million
0.01% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
670,294
shares
|
$15.2 Million
0.56% of portfolio
|
Q3 2025
Added 72.95%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
538,156
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2025
Added 56.08%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
486,283
shares
|
$11 Million
0.29% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
446,385
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
Added 29.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
434,426
shares
|
$9.82 Million
0.02% of portfolio
|
Q3 2025
Added 30.7%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
377,687
shares
|
$8.54 Million
1.53% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
353,196
shares
|
$7.99 Million
0.23% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
345,299
shares
|
$7.81 Million
1.31% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
311,162
shares
|
$7.04 Million
0.85% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
310,111
shares
|
$7.01 Million
1.95% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
293,807
shares
|
$6.64 Million
0.01% of portfolio
|
Q3 2025
Added 26.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
259,260
shares
|
$5.86 Million
0.01% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
239,064
shares
|
$5.41 Million
0.11% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
223,347
shares
|
$5.05 Million
2.22% of portfolio
|
Q2 2025
Added 156.4%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
215,386
shares
|
$4.87 Million
1.2% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
165,008
shares
|
$3.73 Million
2.74% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
158,503
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
156,596
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
155,747
shares
|
$3.52 Million
1.06% of portfolio
|
Q3 2025
Added 5.06%
|
|