Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 199 institutions that hold shares in the stock, with a total of 32.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
38,883
shares
|
$2.41 Million
0.31% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
34,679
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
34,460
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2022
Added 91.13%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
33,496
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 128.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,144
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2024
Added 72.09%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
29,398
shares
|
$1.82 Million
0.57% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
27,163
shares
|
$1.68 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
26,063
shares
|
$1.61 Million
0.79% of portfolio
|
Q3 2024
Added 157.11%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
25,814
shares
|
$1.6 Million
0.1% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
23,730
shares
|
$1.47 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
22,937
shares
|
$1.42 Million
0.39% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
22,275
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
20,038
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,286
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2023
Added 1.67%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
17,970
shares
|
$1.11 Million
0.43% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
17,641
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
16,876
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Added 157.14%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
16,345
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
15,997
shares
|
$991,174
0.28% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
13,900
shares
|
$861,244
0.0% of portfolio
|
Q3 2024
Added 24.11%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,175
shares
|
$816,323
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
13,099
shares
|
$811,614
0.19% of portfolio
|
Q3 2024
Added 17.18%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
12,783
shares
|
$792,034
0.28% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
12,730
shares
|
$788,750
0.39% of portfolio
|
Q3 2024
Reduced 17.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
12,442
shares
|
$770,906
0.01% of portfolio
|
Q2 2024
New holding
|