Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,435
shares
|
$349,470
0.04% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,328
shares
|
$342,590
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,315
shares
|
$341,754
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
5,104
shares
|
$328,187
0.04% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
5,082
shares
|
$326,772
0.15% of portfolio
|
Q2 2025
Reduced 22.71%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
5,045
shares
|
$324,393
0.0% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,987
shares
|
$320,664
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
4,951
shares
|
$318,349
0.2% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,948
shares
|
$318,156
0.0% of portfolio
|
Q1 2025
Reduced 53.37%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,807
shares
|
$309,090
0.0% of portfolio
|
Q1 2025
Added 223.05%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
4,682
shares
|
$301,052
0.18% of portfolio
|
Q3 2024
Reduced 58.47%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,568
shares
|
$293,722
0.0% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
4,537
shares
|
$291,729
0.15% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,522
shares
|
$290,764
0.0% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
4,430
shares
|
$284,849
0.02% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,257
shares
|
$273,725
0.02% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,246
shares
|
$273,017
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
4,197
shares
|
$269,867
0.03% of portfolio
|
Q1 2024
Reduced 17.9%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
4,151
shares
|
$266,909
0.0% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,140
shares
|
$266,202
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
4,061
shares
|
$261,122
0.22% of portfolio
|
Q1 2025
Reduced 77.11%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
3,995
shares
|
$256,878
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,878
shares
|
$249,355
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
3,745
shares
|
$240,803
0.02% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,534
shares
|
$227,236
0.01% of portfolio
|
Q1 2025
Reduced 1.59%
|