Institutional Ownership Ishares Tr (LRGF)
This table provides information about the institutional ownership of Ishares Tr (LRGF). We have compiled data on the 238 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
5,447
shares
|
$374,699
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,411
shares
|
$372,222
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,375
shares
|
$369,746
0.06% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,328
shares
|
$366,513
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
5,218
shares
|
$358,946
0.01% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
5,086
shares
|
$349,865
0.16% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
5,045
shares
|
$347,045
0.0% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,987
shares
|
$343,055
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
4,964
shares
|
$341,473
0.18% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
4,686
shares
|
$322,349
0.0% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,646
shares
|
$319,598
0.0% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
4,602
shares
|
$316,571
0.13% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,483
shares
|
$308,385
0.0% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
4,257
shares
|
$292,839
0.02% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
4,246
shares
|
$292,082
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
4,240
shares
|
$291,669
0.13% of portfolio
|
Q3 2025
Reduced 52.24%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
4,197
shares
|
$288,711
0.03% of portfolio
|
Q1 2024
Reduced 17.9%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
4,143
shares
|
$284,996
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,140
shares
|
$284,790
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,009
shares
|
$275,779
0.0% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
3,995
shares
|
$274,816
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
3,982
shares
|
$273,921
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
3,927
shares
|
$270,138
0.03% of portfolio
|
Q3 2025
Reduced 20.04%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
3,747
shares
|
$257,756
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
3,745
shares
|
$257,618
0.02% of portfolio
|
Q4 2024
Reduced 2.6%
|
|