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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
359
shares
|
$23,083
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
342
shares
|
$21,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
325
shares
|
$20,897
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
317
shares
|
$20,383
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
308
shares
|
$19,804
0.01% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
264
shares
|
$16,975
0.0% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
210
shares
|
$13,503
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
195
shares
|
$12,538
0.0% of portfolio
|
Q3 2020
Added 53.54%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
193
shares
|
$12,409
0.0% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
163
shares
|
$10,480
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
148
shares
|
$9,516
0.01% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
142
shares
|
$9,130
0.0% of portfolio
|
Q1 2025
Added 129.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
95
shares
|
$6,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
91
shares
|
$5,851
0.0% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
86
shares
|
$5,529
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
47
shares
|
$3,022
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
40
shares
|
$2,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
24
shares
|
$1,543
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
23
shares
|
$1,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
15
shares
|
$964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
11
shares
|
$707
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
10
shares
|
$643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
7
shares
|
$450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|