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 83 institutions that hold shares in the stock, with a total of 790,911 shares, which have been reported (via 13F filing form) to have a value of $31.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,553
shares
|
$102,375
0.0% of portfolio
|
Q1 2025
Added 255200.0%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,379
shares
|
$95,397
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
2,280
shares
|
$91,428
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,266
shares
|
$90,866
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,225
shares
|
$89,222
0.0% of portfolio
|
Q1 2025
Reduced 31.54%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
2,170
shares
|
$87,017
0.02% of portfolio
|
Q2 2023
Reduced 2.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,125
shares
|
$85,212
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,923
shares
|
$77,112
0.03% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,599
shares
|
$64,119
0.0% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,059
shares
|
$42,465
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
941
shares
|
$37,734
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
917
shares
|
$36,771
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
867
shares
|
$34,766
0.0% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
800
shares
|
$32,080
0.01% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
655
shares
|
$26,265
0.0% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
610
shares
|
$24,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
604
shares
|
$24,220
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
545
shares
|
$21,854
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
486
shares
|
$19,488
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
471
shares
|
$18,887
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$16,801
0.0% of portfolio
|
Q2 2021
Reduced 40.33%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
400
shares
|
$16,040
0.02% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
257
shares
|
$10,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
245
shares
|
$9,824
0.0% of portfolio
|
Q1 2025
Reduced 59.17%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
190
shares
|
$7,619
0.0% of portfolio
|
Q1 2025
New holding
|