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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
12,783
shares
|
$804,306
0.28% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
12,568
shares
|
$790,778
0.4% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
12,442
shares
|
$782,850
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
11,885
shares
|
$747,804
0.0% of portfolio
|
Q3 2024
Reduced 79.67%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,817
shares
|
$743,525
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,944
shares
|
$688,596
0.02% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,832
shares
|
$681,549
0.0% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,740
shares
|
$675,760
0.03% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,468
shares
|
$658,646
0.19% of portfolio
|
Q4 2023
Reduced 29.57%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
9,915
shares
|
$623,851
0.05% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,907
shares
|
$623,348
0.11% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,223
shares
|
$580,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
8,995
shares
|
$565,965
0.03% of portfolio
|
Q2 2023
Reduced 0.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,819
shares
|
$554,891
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
8,770
shares
|
$551,808
0.27% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
8,651
shares
|
$544,320
0.06% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,649
shares
|
$544,195
0.0% of portfolio
|
Q3 2024
Reduced 56.63%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
8,544
shares
|
$537,588
0.0% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,206
shares
|
$516,321
0.01% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,118
shares
|
$510,784
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
7,404
shares
|
$465,859
0.22% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
6,757
shares
|
$425,150
0.06% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
6,687
shares
|
$420,746
0.02% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
6,476
shares
|
$407,469
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,192
shares
|
$389,600
0.06% of portfolio
|
Q2 2024
Reduced 29.88%
|