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 140 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,088,901
shares
|
$24.7 Million
0.01% of portfolio
|
Q2 2025
Added 24.05%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,030,615
shares
|
$23.4 Million
0.0% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
927,907
shares
|
$21.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
759,061
shares
|
$17.2 Million
0.03% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
664,240
shares
|
$15.1 Million
0.01% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
457,030
shares
|
$10.4 Million
0.37% of portfolio
|
Q2 2025
Added 244.83%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
387,566
shares
|
$8.8 Million
0.36% of portfolio
|
Q2 2025
Added 82.8%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
357,792
shares
|
$8.12 Million
1.66% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
345,881
shares
|
$7.85 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.37%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
344,790
shares
|
$7.83 Million
0.0% of portfolio
|
Q2 2025
Added 31.84%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
335,165
shares
|
$7.61 Million
0.24% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
334,525
shares
|
$7.59 Million
1.4% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
332,394
shares
|
$7.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
331,309
shares
|
$7.52 Million
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
289,685
shares
|
$6.58 Million
0.99% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
283,528
shares
|
$6.44 Million
1.95% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
238,480
shares
|
$5.41 Million
0.01% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
223,347
shares
|
$5.07 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
223,347
shares
|
$5.07 Million
2.22% of portfolio
|
Q2 2025
Added 156.4%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
202,448
shares
|
$4.6 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
154,420
shares
|
$3.51 Million
2.69% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
153,108
shares
|
$3.48 Million
0.0% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
148,242
shares
|
$3.37 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
141,116
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
140,069
shares
|
$3.18 Million
0.06% of portfolio
|
Q2 2025
Added 2.14%
|