Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
10,471
shares
|
$682,499
0.18% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,222
shares
|
$666,269
0.13% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
10,134
shares
|
$660,534
0.01% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,046
shares
|
$654,798
0.03% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
9,932
shares
|
$647,367
0.04% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,399
shares
|
$612,626
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
|
$584,534
0.02% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
8,825
shares
|
$575,213
0.26% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,584
shares
|
$559,505
0.02% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,118
shares
|
$529,131
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
8,055
shares
|
$525,024
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,845
shares
|
$511,337
0.0% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
7,721
shares
|
$503,254
0.06% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,090
shares
|
$462,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,480
shares
|
$422,366
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,362
shares
|
$414,675
0.0% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
6,333
shares
|
$412,784
0.08% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
6,094
shares
|
$397,206
0.04% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,024
shares
|
$392,644
0.0% of portfolio
|
Q1 2025
Reduced 17.37%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
6,000
shares
|
$391,080
0.07% of portfolio
|
Q4 2018
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
5,846
shares
|
$381,042
0.0% of portfolio
|
Q1 2025
Added 1069.2%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,835
shares
|
$380,325
0.02% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
5,761
shares
|
$375,501
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
5,618
shares
|
$366,181
0.01% of portfolio
|
Q1 2024
Added 7.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,576
shares
|
$363,443
0.01% of portfolio
|
Q4 2023
New holding
|