Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 200 institutions that hold shares in the stock, with a total of 32.9 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
6,000
shares
|
$359,880
0.07% of portfolio
|
Q4 2018
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
5,771
shares
|
$346,144
0.01% of portfolio
|
Q3 2024
Reduced 67.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,747
shares
|
$344,705
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
5,722
shares
|
$343,205
0.03% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,676
shares
|
$340,446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,673
shares
|
$340,266
0.0% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,618
shares
|
$336,967
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
5,597
shares
|
$335,708
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,576
shares
|
$334,448
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,447
shares
|
$326,711
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,401
shares
|
$323,951
0.01% of portfolio
|
Q3 2024
Added 58.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,270
shares
|
$316,094
0.01% of portfolio
|
Q3 2024
Added 44.7%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
5,120
shares
|
$307,097
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,997
shares
|
$299,720
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,987
shares
|
$299,120
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,882
shares
|
$292,822
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
4,682
shares
|
$280,826
0.25% of portfolio
|
Q3 2024
Reduced 58.47%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
4,594
shares
|
$275,548
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,522
shares
|
$271,229
0.0% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,440
shares
|
$266,311
0.03% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
4,361
shares
|
$261,572
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,257
shares
|
$255,334
0.02% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
4,246
shares
|
$254,675
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
4,197
shares
|
$251,736
0.03% of portfolio
|
Q1 2024
Reduced 17.9%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
4,143
shares
|
$248,497
0.09% of portfolio
|
Q2 2024
New holding
|