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 36.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
3,821,219
shares
|
$254 Million
13.3% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,401,663
shares
|
$226 Million
11.52% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
2,099,726
shares
|
$139 Million
24.22% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,990,663
shares
|
$132 Million
0.03% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
1,978,894
shares
|
$131 Million
4.27% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,742,913
shares
|
$116 Million
3.92% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
1,463,380
shares
|
$97.2 Million
11.17% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,241,063
shares
|
$82.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.03%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,112,784
shares
|
$73.9 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,067,110
shares
|
$70.9 Million
6.86% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
776,204
shares
|
$51.5 Million
0.01% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
770,165
shares
|
$51.1 Million
0.0% of portfolio
|
Q2 2025
Added 146.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
731,834
shares
|
$48.6 Million
1.77% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
697,614
shares
|
$46.3 Million
3.54% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
650,407
shares
|
$43.2 Million
7.35% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
622,359
shares
|
$41.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
582,939
shares
|
$38.7 Million
0.07% of portfolio
|
Q2 2025
Added 1494.12%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
564,522
shares
|
$37.5 Million
7.14% of portfolio
|
Q1 2023
Added 7.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
548,466
shares
|
$36.4 Million
0.36% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
508,281
shares
|
$33.8 Million
10.26% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
496,049
shares
|
$32.9 Million
0.01% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
485,100
shares
|
$32.2 Million
13.85% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
442,817
shares
|
$29.4 Million
6.51% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
436,674
shares
|
$29 Million
0.79% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
378,734
shares
|
$25.2 Million
1.84% of portfolio
|
Q2 2025
Reduced 2.65%
|