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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,046
shares
|
$685,438
0.03% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
9,895
shares
|
$675,135
0.04% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
9,793
shares
|
$668,176
0.01% of portfolio
|
Q2 2025
Added 53.93%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,399
shares
|
$641,293
0.02% of portfolio
|
Q1 2025
Added 14.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,968
shares
|
$611,886
0.02% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
8,878
shares
|
$605,745
0.26% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,663
shares
|
$591,076
0.0% of portfolio
|
Q2 2025
Added 43.81%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,393
shares
|
$572,654
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
8,322
shares
|
$567,810
0.17% of portfolio
|
Q2 2025
Reduced 52.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,177
shares
|
$557,916
0.02% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
8,055
shares
|
$549,592
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
7,959
shares
|
$543,042
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
7,661
shares
|
$522,710
0.05% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
7,568
shares
|
$516,364
0.0% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,367
shares
|
$502,650
0.0% of portfolio
|
Q2 2025
Reduced 79.11%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
6,934
shares
|
$473,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,480
shares
|
$442,130
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
6,333
shares
|
$432,100
0.08% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
6,000
shares
|
$409,380
0.07% of portfolio
|
Q4 2018
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
5,864
shares
|
$400,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
5,862
shares
|
$399,964
0.04% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
5,840
shares
|
$398,463
0.05% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,835
shares
|
$398,122
0.02% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,618
shares
|
$383,316
0.01% of portfolio
|
Q1 2024
Added 7.36%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,588
shares
|
$381,269
0.0% of portfolio
|
Q2 2025
Added 5.14%
|