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 32.7 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dean, Jacobson Financial Services, LLC
|
Oct 24, 2024 Q3 2024 |
3,887
shares
|
$237,379
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
3,845
shares
|
$234,814
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,779
shares
|
$230,783
0.01% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,730
shares
|
$166,721
0.03% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
2,718
shares
|
$165,988
0.21% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,340
shares
|
$142,903
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,282
shares
|
$139,361
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,252
shares
|
$137,529
0.01% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,117
shares
|
$129,285
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,038
shares
|
$124,460
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,025
shares
|
$123,666
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,547
shares
|
$94,475
0.0% of portfolio
|
Q1 2020
Reduced 90.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,529
shares
|
$93,376
0.0% of portfolio
|
Q2 2024
Reduced 37.57%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,527
shares
|
$93,253
0.0% of portfolio
|
Q2 2024
Added 14.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,496
shares
|
$91,360
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,423
shares
|
$86,902
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,257
shares
|
$76,764
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,185
shares
|
$72,367
0.0% of portfolio
|
Q1 2021
Reduced 78.97%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,043
shares
|
$63,696
0.0% of portfolio
|
Q3 2024
Reduced 42.57%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
766
shares
|
$46,779
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
705
shares
|
$43,054
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
600
shares
|
$36,642
0.01% of portfolio
|
Q1 2024
Reduced 72.39%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
599
shares
|
$36,580
0.0% of portfolio
|
Q4 2023
Added 49.75%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
591
shares
|
$36,092
0.02% of portfolio
|
Q3 2023
Added 288.82%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
580
shares
|
$35,420
0.0% of portfolio
|
Q3 2023
Reduced 60.68%
|