Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
3,682,638
shares
|
$236 Million
13.33% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,349,515
shares
|
$214 Million
11.27% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
1,973,566
shares
|
$126 Million
4.3% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,850,538
shares
|
$118 Million
0.03% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,837,506
shares
|
$118 Million
22.74% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,539,884
shares
|
$98.5 Million
12.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
1,515,832
shares
|
$96.9 Million
3.78% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,514,134
shares
|
$96.8 Million
0.01% of portfolio
|
Q4 2024
Added 128.53%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,107,292
shares
|
$70.8 Million
0.82% of portfolio
|
Q4 2024
Added 51.45%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,034,725
shares
|
$66.2 Million
6.46% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
675,164
shares
|
$43.2 Million
6.47% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
669,011
shares
|
$42.8 Million
0.0% of portfolio
|
Q4 2024
Added 32.33%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
620,387
shares
|
$39.7 Million
1.89% of portfolio
|
Q4 2024
Added 28.54%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
564,522
shares
|
$36.1 Million
7.14% of portfolio
|
Q1 2023
Added 7.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
548,466
shares
|
$35.1 Million
0.36% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
516,882
shares
|
$33.1 Million
6.1% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
463,208
shares
|
$29.6 Million
13.48% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
450,127
shares
|
$28.8 Million
6.23% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
418,148
shares
|
$26.7 Million
2.06% of portfolio
|
Q4 2024
Reduced 16.48%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
416,546
shares
|
$26.6 Million
0.01% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
405,247
shares
|
$25.9 Million
0.96% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
402,888
shares
|
$25.8 Million
11.99% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
402,574
shares
|
$25.7 Million
6.55% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
392,892
shares
|
$25.1 Million
8.9% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
376,515
shares
|
$24.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|