Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 238 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
121,440
shares
|
$8.35 Million
0.01% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
119,348
shares
|
$8.21 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
118,221
shares
|
$8.13 Million
0.02% of portfolio
|
Q3 2025
Added 26.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,596
shares
|
$8.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
113,012
shares
|
$7.77 Million
3.83% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
106,067
shares
|
$7.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
105,804
shares
|
$7.28 Million
2.49% of portfolio
|
Q3 2025
Reduced 34.35%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
100,836
shares
|
$6.94 Million
3.15% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
97,612
shares
|
$6.71 Million
0.0% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
97,437
shares
|
$6.7 Million
0.16% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
93,295
shares
|
$6.42 Million
3.09% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
90,376
shares
|
$6.22 Million
2.89% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
89,707
shares
|
$6.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.31%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
85,300
shares
|
$5.87 Million
4.56% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
80,598
shares
|
$5.54 Million
0.43% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
78,844
shares
|
$5.42 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
78,558
shares
|
$5.4 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
73,375
shares
|
$5.05 Million
0.0% of portfolio
|
Q3 2025
Added 21.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
69,951
shares
|
$4.81 Million
0.08% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
68,302
shares
|
$4.7 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
68,012
shares
|
$4.68 Million
0.2% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
65,467
shares
|
$4.5 Million
2.44% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
62,364
shares
|
$4.29 Million
0.17% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
58,058
shares
|
$3.99 Million
0.0% of portfolio
|
Q3 2025
Added 77.91%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
51,523
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|