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 126 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
18,118
shares
|
$406,024
0.2% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
18,023
shares
|
$403,895
0.03% of portfolio
|
Q1 2025
Added 42.71%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
18,010
shares
|
$403,604
0.01% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
16,587
shares
|
$371,714
0.04% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
16,496
shares
|
$369,675
0.08% of portfolio
|
Q1 2025
Added 18.74%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
16,414
shares
|
$367,837
0.03% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,535
shares
|
$348,139
0.0% of portfolio
|
Q1 2025
Added 69.25%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
15,346
shares
|
$343,903
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
14,839
shares
|
$332,541
0.0% of portfolio
|
Q1 2025
Reduced 37.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
14,601
shares
|
$327,208
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
14,234
shares
|
$318,983
0.0% of portfolio
|
Q1 2025
Added 18.31%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,221
shares
|
$318,692
0.03% of portfolio
|
Q3 2022
Added 1.93%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
14,093
shares
|
$315,824
0.1% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,812
shares
|
$309,526
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,502
shares
|
$302,579
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
13,168
shares
|
$295,094
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,410
shares
|
$278,108
0.01% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
12,064
shares
|
$270,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
11,200
shares
|
$250,992
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,054
shares
|
$225,310
0.01% of portfolio
|
Q1 2025
Added 19.66%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
9,985
shares
|
$223,763
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
9,735
shares
|
$218,161
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,523
shares
|
$213,410
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
9,265
shares
|
$207,628
0.01% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
8,930
shares
|
$200,121
0.01% of portfolio
|
Q1 2025
Reduced 56.9%
|