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 33 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
6,154
shares
|
$387,209
0.09% of portfolio
|
Q1 2024
Added 26.34%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
6,000
shares
|
$377,520
0.07% of portfolio
|
Q4 2018
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,791
shares
|
$364,369
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,747
shares
|
$361,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,676
shares
|
$357,133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,673
shares
|
$356,945
0.0% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
5,646
shares
|
$355,246
0.03% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,618
shares
|
$353,484
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,576
shares
|
$350,841
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,447
shares
|
$342,725
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,401
shares
|
$339,830
0.01% of portfolio
|
Q3 2024
Added 58.95%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
5,276
shares
|
$331,965
0.03% of portfolio
|
Q4 2024
Reduced 46.79%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,270
shares
|
$331,588
0.01% of portfolio
|
Q3 2024
Added 44.7%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
5,120
shares
|
$322,150
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,997
shares
|
$314,411
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,987
shares
|
$313,782
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,882
shares
|
$307,175
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,696
shares
|
$295,472
0.04% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
4,682
shares
|
$294,591
0.25% of portfolio
|
Q3 2024
Reduced 58.47%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
4,594
shares
|
$289,054
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,522
shares
|
$284,524
0.0% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
4,327
shares
|
$272,254
0.13% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,257
shares
|
$267,850
0.02% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
4,246
shares
|
$267,158
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
4,197
shares
|
$264,075
0.03% of portfolio
|
Q1 2024
Reduced 17.9%
|