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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
49,829
shares
|
$3.43 Million
0.35% of portfolio
|
Q3 2025
Added 19.55%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
49,024
shares
|
$3.37 Million
0.12% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
48,718
shares
|
$3.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,569
shares
|
$3.34 Million
0.18% of portfolio
|
Q4 2023
Reduced 20.03%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
45,708
shares
|
$3.14 Million
0.49% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
44,983
shares
|
$3.09 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
43,506
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
42,546
shares
|
$2.93 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
41,683
shares
|
$2.87 Million
0.04% of portfolio
|
Q3 2022
Added 105.44%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
38,883
shares
|
$2.67 Million
0.31% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
36,563
shares
|
$2.52 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
36,506
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
34,666
shares
|
$2.38 Million
0.04% of portfolio
|
Q3 2025
Reduced 59.66%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
34,460
shares
|
$2.37 Million
0.09% of portfolio
|
Q3 2022
Added 91.13%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
31,880
shares
|
$2.19 Million
0.38% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
31,090
shares
|
$2.14 Million
0.6% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
28,017
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
26,021
shares
|
$1.79 Million
0.48% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,771
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
22,970
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
22,794
shares
|
$1.57 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
22,573
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2025
Reduced 16.11%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
22,169
shares
|
$1.53 Million
0.69% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
22,150
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
22,029
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 5.57%
|
|