Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 223 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
117,259
shares
|
$7.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,596
shares
|
$7.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
115,814
shares
|
$6.97 Million
7.24% of portfolio
|
Q1 2025
Added 92.74%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
112,160
shares
|
$6.75 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
109,217
shares
|
$6.57 Million
3.25% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
100,379
shares
|
$6.04 Million
3.05% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
99,754
shares
|
$6 Million
0.13% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
93,814
shares
|
$5.65 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
93,284
shares
|
$5.61 Million
0.02% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
89,500
shares
|
$5.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
85,041
shares
|
$5.12 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
83,789
shares
|
$5.04 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
82,774
shares
|
$4.98 Million
0.03% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
80,960
shares
|
$4.87 Million
2.45% of portfolio
|
Q1 2025
Reduced 79.91%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
69,296
shares
|
$4.17 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
68,668
shares
|
$4.13 Million
0.0% of portfolio
|
Q1 2025
Added 47.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
67,972
shares
|
$4.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
67,757
shares
|
$4.08 Million
0.25% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
52,627
shares
|
$3.17 Million
1.64% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
52,270
shares
|
$3.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
51,824
shares
|
$3.12 Million
1.73% of portfolio
|
Q1 2025
Added 69.84%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
50,867
shares
|
$3.06 Million
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
50,504
shares
|
$3.04 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,569
shares
|
$2.92 Million
0.18% of portfolio
|
Q4 2023
Reduced 20.03%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
47,139
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.68%
|