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 82 institutions that hold shares in the stock, with a total of 786,865 shares, which have been reported (via 13F filing form) to have a value of $29.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
69,679
shares
|
$2.62 Million
0.07% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
58,717
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
49,932
shares
|
$1.88 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
32,981
shares
|
$1.24 Million
0.83% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
32,000
shares
|
$1.2 Million
0.21% of portfolio
|
Q4 2024
Added 100.87%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
29,969
shares
|
$1.13 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
29,291
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,246
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.39%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
26,378
shares
|
$991,021
0.79% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
21,816
shares
|
$819,627
0.09% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,342
shares
|
$726,678
0.0% of portfolio
|
Q1 2025
Added 557.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
18,394
shares
|
$691,062
0.0% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
16,987
shares
|
$638,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
16,101
shares
|
$604,914
0.48% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
15,622
shares
|
$586,918
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
15,315
shares
|
$575,384
0.06% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
15,196
shares
|
$570,913
0.0% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,099
shares
|
$529,699
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
13,817
shares
|
$519,104
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
13,037
shares
|
$489,800
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
12,010
shares
|
$451,215
0.09% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
11,955
shares
|
$449,149
0.09% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
11,531
shares
|
$433,219
0.0% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,426
shares
|
$429,274
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
11,380
shares
|
$427,546
0.0% of portfolio
|
Q2 2024
Reduced 5.18%
|