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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
150
shares
|
$6,015
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
150
shares
|
$6,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
144
shares
|
$5,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
116
shares
|
$4,651
0.0% of portfolio
|
Q1 2025
Added 34.88%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
39
shares
|
$1,563
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
25
shares
|
$1,002
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
17
shares
|
$681
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|