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 87 institutions that hold shares in the stock, with a total of 834,357 shares, which have been reported (via 13F filing form) to have a value of $33.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
67,347
shares
|
$2.69 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
57,103
shares
|
$2.28 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
55,782
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
49,932
shares
|
$2 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
38,386
shares
|
$1.54 Million
0.49% of portfolio
|
Q2 2025
Added 28.09%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
34,450
shares
|
$1.38 Million
0.83% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
33,199
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
32,000
shares
|
$1.28 Million
0.22% of portfolio
|
Q4 2024
Added 100.87%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
26,250
shares
|
$1.05 Million
0.1% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
18,262
shares
|
$730,480
0.0% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
17,611
shares
|
$704,440
0.0% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
16,103
shares
|
$644,120
0.45% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
15,699
shares
|
$627,960
0.02% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
15,373
shares
|
$614,920
0.06% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
15,308
shares
|
$612,320
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,099
shares
|
$563,960
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
13,500
shares
|
$540,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
13,438
shares
|
$537,520
0.0% of portfolio
|
Q2 2025
Reduced 26.94%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
11,956
shares
|
$478,240
0.0% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
11,874
shares
|
$474,960
0.08% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
11,498
shares
|
$459,920
0.0% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,426
shares
|
$457,040
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
10,756
shares
|
$430,240
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
10,550
shares
|
$422,000
0.09% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,284
shares
|
$411,360
0.0% of portfolio
|
Q2 2025
Reduced 39.46%
|