Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
100,158
shares
|
$5.8 Million
3.18% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
97,019
shares
|
$5.62 Million
0.01% of portfolio
|
Q4 2024
Added 25.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
96,510
shares
|
$5.59 Million
0.21% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
96,491
shares
|
$5.59 Million
0.13% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
94,173
shares
|
$5.45 Million
3.16% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
93,965
shares
|
$5.44 Million
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
91,251
shares
|
$5.28 Million
0.0% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
85,617
shares
|
$4.96 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
83,654
shares
|
$4.84 Million
0.02% of portfolio
|
Q4 2024
Added 607.91%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
74,238
shares
|
$4.3 Million
0.05% of portfolio
|
Q4 2024
Added 704.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
73,452
shares
|
$4.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
73,127
shares
|
$4.23 Million
0.0% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
71,791
shares
|
$4.16 Million
1.29% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
69,090
shares
|
$4 Million
0.09% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
67,407
shares
|
$3.9 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
64,321
shares
|
$3.72 Million
0.01% of portfolio
|
Q4 2024
Added 106.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
62,257
shares
|
$3.61 Million
0.26% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
60,087
shares
|
$3.48 Million
3.93% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
57,115
shares
|
$3.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
52,466
shares
|
$3.04 Million
0.17% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
51,063
shares
|
$2.96 Million
0.02% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
50,771
shares
|
$2.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
50,265
shares
|
$2.91 Million
1.57% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,569
shares
|
$2.81 Million
0.18% of portfolio
|
Q4 2023
Reduced 20.03%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
47,651
shares
|
$2.76 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.58%
|