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 |
|---|---|---|---|---|---|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
10,471
shares
|
$720,300
0.19% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
10,386
shares
|
$714,452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,323
shares
|
$710,119
0.12% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
10,134
shares
|
$697,117
0.01% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
10,128
shares
|
$696,705
0.13% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,046
shares
|
$691,064
0.03% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
9,985
shares
|
$686,868
0.03% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
9,864
shares
|
$678,544
0.06% of portfolio
|
Q3 2025
Reduced 27.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,819
shares
|
$675,449
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
9,518
shares
|
$654,743
0.04% of portfolio
|
Q3 2025
Reduced 56.9%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,186
shares
|
$631,904
0.02% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,836
shares
|
$607,828
0.01% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
8,500
shares
|
$584,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
8,473
shares
|
$582,857
0.0% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
7,948
shares
|
$546,742
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
7,817
shares
|
$537,731
0.06% of portfolio
|
Q3 2025
Added 33.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,781
shares
|
$535,254
0.02% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
7,656
shares
|
$526,656
0.1% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
7,187
shares
|
$494,393
0.05% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,480
shares
|
$445,759
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
6,334
shares
|
$435,715
0.13% of portfolio
|
Q3 2025
Reduced 23.89%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
6,327
shares
|
$435,234
0.0% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
6,000
shares
|
$412,740
0.07% of portfolio
|
Q4 2018
New holding
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
5,810
shares
|
$399,669
0.04% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,576
shares
|
$383,573
0.01% of portfolio
|
Q4 2023
New holding
|
|