Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 228 institutions that hold shares in the stock, with a total of 37.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
51,042
shares
|
$3.48 Million
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
49,016
shares
|
$3.34 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,569
shares
|
$3.31 Million
0.18% of portfolio
|
Q4 2023
Reduced 20.03%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
45,015
shares
|
$3.07 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
44,580
shares
|
$3.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
42,585
shares
|
$2.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
41,683
shares
|
$2.84 Million
0.04% of portfolio
|
Q3 2022
Added 105.44%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
41,682
shares
|
$2.84 Million
0.3% of portfolio
|
Q2 2025
Reduced 85.49%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
39,249
shares
|
$2.68 Million
0.42% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
38,883
shares
|
$2.65 Million
0.31% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
36,563
shares
|
$2.49 Million
0.8% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
34,460
shares
|
$2.35 Million
0.09% of portfolio
|
Q3 2022
Added 91.13%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
34,301
shares
|
$2.34 Million
0.4% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
33,970
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
32,885
shares
|
$2.24 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
32,633
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
28,335
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
27,856
shares
|
$1.9 Million
0.47% of portfolio
|
Q2 2025
Added 30.53%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
26,909
shares
|
$1.84 Million
0.17% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
25,992
shares
|
$1.77 Million
0.48% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
25,141
shares
|
$1.72 Million
1.44% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,567
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
24,552
shares
|
$1.68 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
24,380
shares
|
$1.66 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
23,381
shares
|
$1.6 Million
0.23% of portfolio
|
Q2 2025
Added 34.79%
|