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 $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
352,305
shares
|
$20.7 Million
2.37% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
337,543
shares
|
$19.8 Million
7.35% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
320,499
shares
|
$18.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
298,759
shares
|
$17.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
239,111
shares
|
$14 Million
4.9% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
212,879
shares
|
$12.5 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
212,734
shares
|
$12.5 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
179,163
shares
|
$10.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
172,380
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
169,447
shares
|
$9.94 Million
3.46% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
161,000
shares
|
$9.44 Million
0.27% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
158,286
shares
|
$9.29 Million
0.23% of portfolio
|
Q4 2024
Added 27.61%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
153,807
shares
|
$9.02 Million
2.68% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
152,018
shares
|
$8.92 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
149,619
shares
|
$8.78 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
149,578
shares
|
$8.77 Million
0.34% of portfolio
|
Q3 2022
Reduced 2.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
143,777
shares
|
$8.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.37%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
138,483
shares
|
$8.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
136,094
shares
|
$7.98 Million
0.05% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
135,180
shares
|
$7.93 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
126,341
shares
|
$7.41 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,596
shares
|
$6.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
115,415
shares
|
$6.77 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
103,947
shares
|
$6.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
100,179
shares
|
$5.88 Million
3.28% of portfolio
|
Q4 2024
Reduced 12.59%
|