Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
46,407
shares
|
$2.9 Million
0.0% of portfolio
|
Q4 2024
Added 38.54%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
43,913
shares
|
$2.74 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
41,683
shares
|
$2.6 Million
0.04% of portfolio
|
Q3 2022
Added 105.44%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
41,611
shares
|
$2.6 Million
0.46% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
40,187
shares
|
$2.51 Million
0.42% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
38,883
shares
|
$2.43 Million
0.31% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
38,114
shares
|
$2.38 Million
0.86% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
38,099
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
34,460
shares
|
$2.15 Million
0.09% of portfolio
|
Q3 2022
Added 91.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
34,122
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
30,514
shares
|
$1.9 Million
0.98% of portfolio
|
Q4 2024
Added 17.08%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
29,433
shares
|
$1.84 Million
0.56% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
27,866
shares
|
$1.74 Million
1.48% of portfolio
|
Q4 2024
Added 17878.06%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
27,342
shares
|
$1.71 Million
0.18% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
25,814
shares
|
$1.61 Million
0.1% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
24,100
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 73.38%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
23,730
shares
|
$1.48 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
23,171
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
22,479
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
22,209
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 25.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
21,414
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 338.63%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
21,097
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
20,950
shares
|
$1.31 Million
0.38% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
20,477
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
18,708
shares
|
$1.17 Million
0.42% of portfolio
|
Q4 2024
Added 14.46%
|