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 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
8,118
shares
|
$467,028
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,290
shares
|
$419,393
0.0% of portfolio
|
Q4 2024
Reduced 15.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
7,163
shares
|
$412,087
0.01% of portfolio
|
Q4 2024
Added 35.92%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
7,090
shares
|
$407,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
6,687
shares
|
$384,703
0.02% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
6,666
shares
|
$383,494
0.2% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
6,478
shares
|
$372,679
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
6,335
shares
|
$364,452
0.05% of portfolio
|
Q4 2024
Reduced 26.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
6,291
shares
|
$361,921
0.0% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,192
shares
|
$356,225
0.06% of portfolio
|
Q2 2024
Reduced 29.88%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
6,164
shares
|
$354,614
0.08% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
6,000
shares
|
$345,180
0.07% of portfolio
|
Q4 2018
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,676
shares
|
$326,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
5,646
shares
|
$324,814
0.03% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,618
shares
|
$323,203
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
5,576
shares
|
$320,787
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
5,447
shares
|
$313,365
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,435
shares
|
$312,675
0.04% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,328
shares
|
$306,519
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
5,276
shares
|
$303,528
0.03% of portfolio
|
Q4 2024
Reduced 46.79%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
5,266
shares
|
$302,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
5,120
shares
|
$294,553
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,987
shares
|
$286,902
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
4,946
shares
|
$284,543
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
4,682
shares
|
$269,355
0.25% of portfolio
|
Q3 2024
Reduced 58.47%
|