Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 225 institutions that hold shares in the stock, with a total of 35.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
22,862
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
22,340
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
21,437
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
21,341
shares
|
$1.39 Million
0.35% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
20,335
shares
|
$1.33 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
20,014
shares
|
$1.3 Million
0.23% of portfolio
|
Q3 2021
Reduced 1.73%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
19,141
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Added 13.99%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
18,952
shares
|
$1.24 Million
0.47% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,286
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2023
Added 1.67%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
17,900
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.73%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
17,632
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Reduced 25.7%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
17,421
shares
|
$1.14 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
15,551
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 85.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
15,352
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
14,554
shares
|
$948,629
0.22% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
14,316
shares
|
$933,116
0.01% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
13,550
shares
|
$883,189
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
12,962
shares
|
$844,863
0.13% of portfolio
|
Q4 2024
Added 810.89%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
12,950
shares
|
$844,081
0.27% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
12,615
shares
|
$822,245
0.29% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,579
shares
|
$819,899
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,218
shares
|
$731,189
0.12% of portfolio
|
Q2 2025
Added 81.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,191
shares
|
$729,429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,832
shares
|
$706,029
0.0% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
10,503
shares
|
$684,585
0.16% of portfolio
|
Q4 2024
New holding
|