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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
3,607
shares
|
$246,105
0.0% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,494
shares
|
$238,395
0.02% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,484
shares
|
$237,713
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
3,239
shares
|
$220,996
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
2,625
shares
|
$179,103
0.06% of portfolio
|
Q2 2025
Reduced 87.09%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,571
shares
|
$175,419
0.21% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
2,500
shares
|
$170,575
0.04% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,359
shares
|
$160,954
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,303
shares
|
$157,133
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,252
shares
|
$153,653
0.01% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
2,117
shares
|
$144,442
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,038
shares
|
$139,052
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,677
shares
|
$114,421
0.0% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,615
shares
|
$110,191
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,547
shares
|
$105,551
0.0% of portfolio
|
Q1 2020
Reduced 90.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,529
shares
|
$104,323
0.0% of portfolio
|
Q2 2025
Reduced 96.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,527
shares
|
$104,187
0.0% of portfolio
|
Q2 2024
Added 14.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,496
shares
|
$102,072
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,164
shares
|
$79,419
0.01% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
941
shares
|
$64,204
0.0% of portfolio
|
Q2 2025
Reduced 80.42%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
891
shares
|
$60,792
0.0% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
648
shares
|
$44,213
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
591
shares
|
$40,323
0.02% of portfolio
|
Q3 2023
Added 288.82%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
580
shares
|
$39,573
0.0% of portfolio
|
Q3 2023
Reduced 60.68%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
477
shares
|
$32,545
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|