Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 237 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
19,174
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2025
Reduced 21.9%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
18,846
shares
|
$1.3 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,286
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2023
Added 1.67%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
17,799
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
17,744
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
17,080
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
16,833
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 122.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
15,719
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
14,898
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 154.06%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
14,354
shares
|
$987,411
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
13,480
shares
|
$927,289
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
12,962
shares
|
$891,655
0.13% of portfolio
|
Q4 2024
Added 810.89%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
12,877
shares
|
$885,808
0.25% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
12,615
shares
|
$867,785
0.3% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
12,548
shares
|
$863,176
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
12,509
shares
|
$860,494
0.04% of portfolio
|
Q3 2025
Added 39.48%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
12,436
shares
|
$855,472
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
12,409
shares
|
$853,615
0.14% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,218
shares
|
$771,686
0.11% of portfolio
|
Q2 2025
Added 81.17%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
10,881
shares
|
$748,503
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,832
shares
|
$745,133
0.0% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
10,598
shares
|
$729,036
0.14% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,537
shares
|
$724,840
0.0% of portfolio
|
Q3 2025
Added 21.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,528
shares
|
$724,221
0.0% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
10,471
shares
|
$720,300
0.19% of portfolio
|
Q2 2025
Reduced 1.51%
|
|