Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 223 institutions that hold shares in the stock, with a total of 35.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
3,726,234
shares
|
$228 Million
12.71% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,390,727
shares
|
$208 Million
11.09% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
1,976,940
shares
|
$121 Million
4.11% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
1,884,073
shares
|
$115 Million
21.04% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,879,421
shares
|
$115 Million
0.03% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
1,593,834
shares
|
$97.6 Million
3.68% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
1,521,408
shares
|
$93.1 Million
11.68% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,241,063
shares
|
$76 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.03%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,112,960
shares
|
$68.1 Million
0.8% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,060,880
shares
|
$64.9 Million
6.28% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
753,740
shares
|
$46.1 Million
0.01% of portfolio
|
Q1 2025
Added 930.73%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
697,338
shares
|
$42.7 Million
1.84% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
686,577
shares
|
$42 Million
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
681,016
shares
|
$41.7 Million
3.62% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
653,675
shares
|
$40 Million
7.79% of portfolio
|
Q1 2025
Added 26.47%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
564,522
shares
|
$34.6 Million
7.14% of portfolio
|
Q1 2023
Added 7.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
548,466
shares
|
$33.6 Million
0.36% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
489,646
shares
|
$30 Million
10.53% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
482,805
shares
|
$29.6 Million
13.4% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
454,532
shares
|
$27.8 Million
6.36% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
451,364
shares
|
$27.6 Million
0.01% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
436,674
shares
|
$26.7 Million
0.97% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
411,094
shares
|
$25.2 Million
6.08% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
389,048
shares
|
$23.8 Million
1.82% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
336,500
shares
|
$20.6 Million
6.94% of portfolio
|
Q1 2025
Reduced 0.31%
|