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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
3,607
shares
|
$248,125
0.0% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,477
shares
|
$239,182
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,455
shares
|
$237,669
0.01% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,294
shares
|
$226,594
0.02% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
3,282
shares
|
$225,768
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
3,255
shares
|
$223,911
0.01% of portfolio
|
Q3 2025
Reduced 44.22%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
3,239
shares
|
$222,810
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
3,124
shares
|
$214,899
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,056
shares
|
$210,222
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,006
shares
|
$206,782
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
2,985
shares
|
$205,338
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,926
shares
|
$201,279
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
2,921
shares
|
$200,935
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
2,571
shares
|
$176,859
0.24% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$171,975
0.04% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
2,426
shares
|
$166,884
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,321
shares
|
$159,661
0.01% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,304
shares
|
$158,492
0.05% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,252
shares
|
$154,915
0.01% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,114
shares
|
$145,422
0.08% of portfolio
|
Q3 2025
Reduced 54.85%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,038
shares
|
$140,194
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,677
shares
|
$115,360
0.0% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,615
shares
|
$111,095
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,547
shares
|
$106,418
0.0% of portfolio
|
Q1 2020
Reduced 90.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,527
shares
|
$105,042
0.0% of portfolio
|
Q2 2024
Added 14.13%
|
|