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 35.7 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 |
|---|---|---|---|---|---|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
3,239
shares
|
$208,267
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,821
shares
|
$181,390
0.03% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,571
shares
|
$165,315
0.2% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
2,500
shares
|
$160,750
0.04% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,352
shares
|
$151,233
0.01% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,303
shares
|
$148,082
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,252
shares
|
$144,803
0.01% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
2,117
shares
|
$136,123
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,038
shares
|
$131,043
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,677
shares
|
$107,831
0.0% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,561
shares
|
$100,372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,547
shares
|
$99,472
0.0% of portfolio
|
Q1 2020
Reduced 90.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,527
shares
|
$98,186
0.0% of portfolio
|
Q2 2024
Added 14.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,496
shares
|
$96,192
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,137
shares
|
$73,109
0.01% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,109
shares
|
$71,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
891
shares
|
$57,291
0.0% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
801
shares
|
$51,504
0.0% of portfolio
|
Q1 2025
Added 3714.29%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
647
shares
|
$41,602
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
591
shares
|
$38,001
0.02% of portfolio
|
Q3 2023
Added 288.82%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
580
shares
|
$37,294
0.0% of portfolio
|
Q3 2023
Reduced 60.68%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
477
shares
|
$30,671
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
452
shares
|
$29,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
443
shares
|
$28,484
0.0% of portfolio
|
Q2 2025
Added 22.38%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
420
shares
|
$27,006
0.02% of portfolio
|
Q3 2022
New holding
|