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 |
---|---|---|---|---|---|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
4,682
shares
|
$292,109
0.25% of portfolio
|
Q3 2024
Reduced 58.47%
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,639
shares
|
$289,427
0.0% of portfolio
|
Q4 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,522
shares
|
$282,127
0.0% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
4,327
shares
|
$269,961
0.13% of portfolio
|
Q4 2024
Added 10.33%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,257
shares
|
$265,594
0.02% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
4,246
shares
|
$264,907
0.1% of portfolio
|
Q2 2024
New holding
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
4,197
shares
|
$261,850
0.03% of portfolio
|
Q1 2024
Reduced 17.9%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
4,151
shares
|
$258,980
0.0% of portfolio
|
Q4 2024
Added 4.09%
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,141
shares
|
$258,356
0.0% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
3,995
shares
|
$249,248
0.02% of portfolio
|
Q1 2024
New holding
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
3,879
shares
|
$242,010
0.02% of portfolio
|
Q4 2024
Reduced 22.37%
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,841
shares
|
$239,639
0.03% of portfolio
|
Q4 2024
New holding
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
3,745
shares
|
$233,650
0.02% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,591
shares
|
$224,042
0.01% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
3,414
shares
|
$212,999
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,730
shares
|
$170,324
0.03% of portfolio
|
Q3 2024
Added 0.29%
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
2,664
shares
|
$166,206
0.04% of portfolio
|
Q4 2024
New holding
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
2,571
shares
|
$160,404
0.21% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,346
shares
|
$146,366
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,290
shares
|
$142,873
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,252
shares
|
$140,502
0.01% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,117
shares
|
$132,079
0.03% of portfolio
|
Q3 2024
New holding
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,038
shares
|
$127,150
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,677
shares
|
$104,628
0.0% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,561
shares
|
$97,390
0.0% of portfolio
|
Q4 2024
New holding
|