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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
22,084
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
21,382
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
21,104
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,866
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
19,449
shares
|
$1.33 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
19,185
shares
|
$1.31 Million
0.52% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,286
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2023
Added 1.67%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
17,632
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 25.7%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
16,798
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
16,384
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
14,316
shares
|
$976,780
0.01% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
13,550
shares
|
$924,516
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
12,962
shares
|
$884,397
0.13% of portfolio
|
Q4 2024
Added 810.89%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
12,950
shares
|
$883,578
0.27% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
12,800
shares
|
$873,344
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
12,615
shares
|
$860,721
0.3% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
12,573
shares
|
$857,855
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,758
shares
|
$802,248
0.0% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,218
shares
|
$765,404
0.12% of portfolio
|
Q2 2025
Added 81.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,832
shares
|
$739,067
0.0% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
10,503
shares
|
$716,619
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
10,471
shares
|
$714,436
0.18% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
10,240
shares
|
$698,675
0.12% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
10,196
shares
|
$695,673
0.14% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
10,134
shares
|
$691,442
0.01% of portfolio
|
Q1 2025
Reduced 18.55%
|