# ISHARES TR (LRGF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LRGF/

- Reporting holders: 12
- Reported value: $343.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $222.7M | 2,860,041 | 5.6% | 21 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $39.0M | 501,340 | 6.3% | 11 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $28.0M | 359,850 | 1.1% | 15 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $24.7M | 317,596 | 7.5% | 8 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $17.0M | 218,606 | 1.3% | 8 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $3.5M | 44,554 | 0.2% | 27 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.2M | 40,720 | 0.0% | 16 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $2.0M | 25,411 | 0.3% | 16 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $1.8M | 22,828 | 0.3% | 7 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $908.2K | 11,666 | 0.3% | 20 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $627.1K | 8,055 | 0.1% | 9 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $401.7K | 5,160 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $343.8M |
| Q2 2026 | 253 | $3.0B |
| Q1 2026 | 242 | $2.8B |
| Q4 2025 | 236 | $2.7B |
| Q3 2025 | 218 | $2.7B |
| Q2 2025 | 212 | $2.3B |
| Q1 2025 | 206 | $2.0B |
| Q4 2024 | 204 | $2.1B |
| Q3 2024 | 192 | $1.9B |
| Q2 2024 | 189 | $1.8B |
| Q1 2024 | 173 | $1.6B |
| Q4 2023 | 155 | $1.4B |