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 75 institutions that hold shares in the stock, with a total of 711,762 shares, which have been reported (via 13F filing form) to have a value of $27.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
59,639
shares
|
$2.28 Million
0.06% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
59,572
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
49,932
shares
|
$1.91 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
33,078
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 24.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
32,993
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
32,000
shares
|
$1.23 Million
0.23% of portfolio
|
Q4 2024
Added 100.87%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
28,955
shares
|
$1.11 Million
0.83% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
27,149
shares
|
$1.04 Million
0.88% of portfolio
|
Q4 2024
Reduced 29.85%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
25,192
shares
|
$964,853
0.11% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
18,885
shares
|
$723,295
0.0% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
16,101
shares
|
$616,668
0.51% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
15,737
shares
|
$602,727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
14,815
shares
|
$567,414
0.06% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,081
shares
|
$539,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
13,600
shares
|
$520,879
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
13,037
shares
|
$499,317
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
12,539
shares
|
$480,243
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,324
shares
|
$472,009
0.0% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
11,602
shares
|
$444,356
0.11% of portfolio
|
Q4 2024
Added 54.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,426
shares
|
$437,615
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,380
shares
|
$435,853
0.0% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
11,010
shares
|
$421,682
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,803
shares
|
$413,754
0.0% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
10,483
shares
|
$401,498
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
9,605
shares
|
$367,871
0.0% of portfolio
|
Q4 2024
Reduced 9.64%
|