Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
3,682,638
shares
|
$230 Million
13.33% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,349,515
shares
|
$209 Million
11.27% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
1,973,566
shares
|
$123 Million
4.3% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,952,617
shares
|
$122 Million
21.87% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,793,381
shares
|
$112 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,539,884
shares
|
$96.3 Million
12.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
1,515,832
shares
|
$94.8 Million
3.78% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,034,725
shares
|
$64.7 Million
6.46% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
731,132
shares
|
$45.7 Million
0.55% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
675,164
shares
|
$42.2 Million
6.47% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
662,548
shares
|
$41.4 Million
0.0% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
620,387
shares
|
$38.8 Million
1.89% of portfolio
|
Q4 2024
Added 28.54%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
564,522
shares
|
$35.3 Million
7.14% of portfolio
|
Q1 2023
Added 7.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
548,466
shares
|
$34.3 Million
0.36% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
516,882
shares
|
$32.3 Million
6.1% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
505,561
shares
|
$31.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
463,208
shares
|
$29 Million
13.48% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
456,252
shares
|
$28.5 Million
6.45% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
418,148
shares
|
$26.2 Million
2.06% of portfolio
|
Q4 2024
Reduced 16.48%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
405,247
shares
|
$25.3 Million
0.96% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
402,888
shares
|
$25.2 Million
11.99% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
402,574
shares
|
$25.2 Million
6.55% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
385,961
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
379,083
shares
|
$23.7 Million
8.31% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
378,395
shares
|
$23.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|