Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 239 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
3,808,047
shares
|
$262 Million
13.34% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,482,847
shares
|
$240 Million
11.9% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
2,488,623
shares
|
$171 Million
5.44% of portfolio
|
Q3 2025
Added 25.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,420,564
shares
|
$167 Million
0.03% of portfolio
|
Q3 2025
Added 21.6%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,220,567
shares
|
$153 Million
25.11% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,806,892
shares
|
$124 Million
4.02% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
1,407,083
shares
|
$96.8 Million
10.74% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,074,504
shares
|
$73.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.42%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,066,448
shares
|
$73.4 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,062,921
shares
|
$73.1 Million
6.86% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
801,315
shares
|
$55.1 Million
1.79% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
776,576
shares
|
$53.4 Million
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
766,637
shares
|
$52.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
722,756
shares
|
$49.7 Million
3.46% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
706,148
shares
|
$48.6 Million
13.5% of portfolio
|
Q3 2025
Added 38.93%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
653,264
shares
|
$44.9 Million
7.33% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
648,941
shares
|
$44.6 Million
0.89% of portfolio
|
Q3 2025
Added 111.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
598,971
shares
|
$41.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
564,522
shares
|
$38.8 Million
7.14% of portfolio
|
Q1 2023
Added 7.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
561,493
shares
|
$38.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
550,090
shares
|
$37.8 Million
0.01% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
548,466
shares
|
$37.7 Million
0.36% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
526,364
shares
|
$36.2 Million
0.98% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
497,055
shares
|
$34.2 Million
14.6% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
474,408
shares
|
$32.6 Million
6.86% of portfolio
|
Q3 2025
Added 7.13%
|
|