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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,576
shares
|
$380,450
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
5,475
shares
|
$373,559
0.06% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,447
shares
|
$371,648
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,395
shares
|
$368,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
5,328
shares
|
$363,529
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
5,082
shares
|
$346,744
0.15% of portfolio
|
Q2 2025
Reduced 22.71%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
5,045
shares
|
$344,220
0.0% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,987
shares
|
$340,263
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
4,958
shares
|
$338,284
0.2% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
4,911
shares
|
$335,077
0.04% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
4,682
shares
|
$319,452
0.18% of portfolio
|
Q3 2024
Reduced 58.47%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,568
shares
|
$311,674
0.0% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
4,537
shares
|
$309,559
0.12% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,526
shares
|
$308,808
0.0% of portfolio
|
Q2 2025
Reduced 22.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,522
shares
|
$308,536
0.0% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,257
shares
|
$290,455
0.02% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,246
shares
|
$289,704
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
4,197
shares
|
$286,361
0.03% of portfolio
|
Q1 2024
Reduced 17.9%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,170
shares
|
$284,519
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
4,158
shares
|
$283,700
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
4,143
shares
|
$282,676
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,140
shares
|
$282,472
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,995
shares
|
$272,578
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
3,747
shares
|
$255,657
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
3,745
shares
|
$255,521
0.02% of portfolio
|
Q4 2024
Reduced 2.6%
|