Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 199 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
375,104
shares
|
$23.6 Million
0.95% of portfolio
|
Q3 2024
Added 155.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
340,583
shares
|
$21.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
335,027
shares
|
$21.1 Million
6.91% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
329,618
shares
|
$20.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
239,111
shares
|
$15 Million
4.9% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
229,902
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
212,879
shares
|
$13.4 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
212,734
shares
|
$13.4 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
178,319
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
176,215
shares
|
$11.1 Million
3.33% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
153,014
shares
|
$9.63 Million
0.29% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
152,018
shares
|
$9.56 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
150,831
shares
|
$9.49 Million
2.53% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
149,578
shares
|
$9.41 Million
0.34% of portfolio
|
Q3 2022
Reduced 2.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
143,974
shares
|
$9.06 Million
0.0% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
142,433
shares
|
$8.96 Million
0.0% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
135,180
shares
|
$8.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
132,908
shares
|
$8.36 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
124,042
shares
|
$7.8 Million
0.18% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
121,227
shares
|
$7.63 Million
0.03% of portfolio
|
Q3 2024
Added 19.08%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
118,564
shares
|
$7.46 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,596
shares
|
$7.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
100,179
shares
|
$6.3 Million
3.28% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
99,899
shares
|
$6.29 Million
3.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
94,173
shares
|
$5.93 Million
3.16% of portfolio
|
Q4 2024
Reduced 0.58%
|