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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,286
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2023
Added 1.67%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
17,743
shares
|
$1.11 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
17,364
shares
|
$1.08 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
16,792
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
14,800
shares
|
$923,372
0.3% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
13,432
shares
|
$838,022
0.2% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
12,962
shares
|
$808,699
0.17% of portfolio
|
Q4 2024
Added 810.89%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
12,615
shares
|
$787,049
0.29% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
12,609
shares
|
$786,675
0.05% of portfolio
|
Q4 2024
Added 40.18%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
12,576
shares
|
$784,616
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
12,568
shares
|
$784,117
0.4% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
12,442
shares
|
$776,256
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
12,186
shares
|
$760,284
0.0% of portfolio
|
Q4 2024
Added 3708.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,832
shares
|
$675,808
0.0% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
10,611
shares
|
$662,020
0.0% of portfolio
|
Q4 2024
Reduced 10.72%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
10,503
shares
|
$655,282
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,468
shares
|
$653,098
0.19% of portfolio
|
Q4 2023
Reduced 29.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,268
shares
|
$640,620
0.02% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,046
shares
|
$626,769
0.03% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,907
shares
|
$618,097
0.11% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
9,057
shares
|
$565,066
0.07% of portfolio
|
Q4 2024
Added 34.04%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
8,800
shares
|
$549,032
0.27% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
8,544
shares
|
$533,060
0.0% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,221
shares
|
$512,908
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
8,118
shares
|
$506,482
0.02% of portfolio
|
Q4 2024
New holding
|