ISHARES TR (LRGF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
241
Reporting holders
$2.8B
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $273.9M | 3,621,832 | 11.85% | 24q | HELD |
| WELLS FARGO & COMPANY/MN | $227.3M | 3,005,418 | 0.04% | 31q | -47.8%-$208.2M |
| SigFig Wealth Management, LLC | $220.0M | 2,927,890 | 5.83% | 20q | +1.2%+$2.7M |
| Annex Advisory Services, LLC | $214.8M | 2,839,647 | 3.67% | 2q | +108.5%+$111.8M |
| Tolleson Wealth Management, Inc. | $176.0M | 2,326,510 | 23.72% | 15q | HELD |
| Plancorp, LLC | $158.7M | 2,091,989 | 3.87% | 24q | +5.6%+$8.5M |
| Modern Wealth Management, LLC | $137.0M | 1,810,836 | 1.63% | 6q | +72.2%+$57.4M |
| Clearwater Capital Advisors, LLC | $86.9M | 1,149,647 | 6.37% | 31q | +1.9%+$1.6M |
| Ullmann Wealth Partners Group, LLC | $85.8M | 1,134,837 | 7.80% | 14q | -2.5%-$2.2M |
| Integrated Wealth Concepts LLC | $66.4M | 878,367 | 0.32% | 31q | +29.9%+$15.3M |
| Compound Planning, Inc. | $59.1M | 781,052 | 1.54% | 10q | HELD |
| Cardinal Point Capital Management ULC | $55.7M | 736,666 | 3.16% | 15q | +0.7%+$361.3K |
| ENVESTNET ASSET MANAGEMENT INC | $52.9M | 698,956 | 0.01% | 31q | +6.1%+$3.1M |
| Acropolis Investment Management, LLC | $50.8M | 716,763 | 1.06% | 14q | +100.5%+$25.4M |
| JPMORGAN CHASE & CO | $50.6M | 673,406 | 0.00% | 15q | -2.3%-$1.2M |
| Kestra Investment Management, LLC | $49.7M | 656,588 | 0.96% | 9q | -31.9%-$23.3M |
| AMERIPRISE FINANCIAL INC | $45.1M | 592,041 | 0.01% | 31q | -58.0%-$62.2M |
| Conrad Siegel Investment Advisors, Inc. | $39.4M | 520,948 | 6.41% | 10q | -2.3%-$927.0K |
| MORGAN STANLEY | $38.8M | 512,414 | 0.00% | 35q | -3.6%-$1.4M |
| CORA CAPITAL ADVISORS LLC | $36.6M | 483,912 | 10.27% | 15q | +1.9%+$697.9K |
| Focus Partners Wealth | $35.3M | 466,809 | 0.04% | 11q | -11.5%-$4.6M |
| OSAIC HOLDINGS, INC. | $30.6M | 404,298 | 0.04% | 26q | +1.2%+$376.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $30.5M | 402,898 | 0.07% | 2q | +115.8%+$16.4M |
| Pettinga Financial Advisors LLC | $30.4M | 402,597 | 4.88% | 15q | -3.2%-$1.0M |
| LPL Financial LLC | $26.5M | 349,982 | 0.01% | 31q | -7.1%-$2.0M |
| LifeGoal Investments, LLC | $22.4M | 295,859 | 10.24% | 7q | +18.2%+$3.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.4M | 282,326 | 0.01% | 31q | +6.0%+$1.2M |
| Beirne Wealth Consulting Services, LLC | $20.2M | 267,564 | 4.03% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $18.4M | 243,744 | 0.00% | 31q | -1.6%-$300.9K |
| Vise Technologies, Inc. | $17.4M | 229,518 | 0.20% | 5q | +155.7%+$10.6M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $16.7M | 220,162 | 1.22% | 31q | -23.0%-$5.0M |
| Stonebridge Financial Group, LLC | $16.3M | 214,927 | 1.23% | 7q | +1.9%+$297.8K |
| Family Capital Trust Co | $14.9M | 221,834 | 2.50% | 29q | +119.9%+$8.1M |
| World Investment Advisors | $14.4M | 217,819 | 0.24% | 25q | HELD |
| Obsido Oy | $13.0M | 172,107 | 6.96% | 7q | +3.0%+$373.5K |
| DDFG, Inc | $12.8M | 169,454 | 2.54% | 10q | -2.3%-$299.7K |
| Parallel Advisors, LLC | $12.8M | 168,713 | 0.19% | 31q | +5.3%+$637.0K |
| HighTower Advisors, LLC | $12.8M | 168,632 | 0.01% | 25q | +2.2%+$270.8K |
| RAYMOND JAMES FINANCIAL INC | $11.7M | 155,171 | 0.00% | 7q | -2.8%-$336.6K |
| JONES FINANCIAL COMPANIES LLLP | $10.8M | 145,208 | 0.00% | 9q | HELD |
| Vestmark Advisory Solutions, Inc. | $10.7M | 140,887 | 0.10% | 4q | +0.9%+$99.8K |
| FMR LLC | $10.4M | 137,881 | 0.00% | 31q | +10.5%+$989.7K |
| HB Wealth Management, LLC | $10.3M | 135,999 | 0.06% | 19q | -2.4%-$257.0K |
| TWO SIGMA INVESTMENTS, LP | $9.9M | 130,900 | 0.01% | new | NEW |
| EVOLVE PRIVATE WEALTH, LLC | $9.2M | 121,145 | 0.56% | 3q | +1.1%+$99.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 120,079 | 0.01% | 31q | -2.0%-$185.0K |
| CITIGROUP INC | $8.8M | 115,916 | 0.00% | 31q | +2.1%+$181.7K |
| Quantinno Capital Management LP | $8.6M | 113,282 | 0.01% | 8q | +48.5%+$2.8M |
| Nova R Wealth, Inc. | $7.7M | 102,452 | 2.26% | 19q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.7M | 101,026 | 0.01% | 12q | -31.4%-$3.5M |
| Sterneck Capital Management, LLC | $7.0M | 92,491 | 3.00% | 31q | -0.8%-$58.7K |
| EWA, LLC | $6.9M | 91,240 | 1.26% | 10q | +3.3%+$219.7K |
| KM Capital Management Ltd. | $6.8M | 89,411 | 3.18% | 9q | HELD |
| ROYAL BANK OF CANADA | $6.8M | 89,301 | 0.00% | 31q | -22.0%-$1.9M |
| AQR CAPITAL MANAGEMENT LLC | $6.7M | 89,196 | 0.00% | 9q | HELD |
| AlTi Global, Inc. | $6.7M | 88,300 | 0.14% | 9q | -5.8%-$410.4K |
| CAPTRUST FINANCIAL ADVISORS | $6.6M | 87,626 | 0.01% | 27q | -1.1%-$75.5K |
| FORTE ASSET MANAGEMENT LLC | $6.4M | 84,473 | 2.61% | 17q | +1.0%+$63.5K |
| Wescott Financial Advisory Group, LLC | $5.7M | 75,348 | 0.44% | 23q | -1.1%-$65.2K |
| ShoreHaven Wealth Partners, LLC | $5.7M | 74,892 | 1.78% | 14q | -2.6%-$148.7K |
| RHS Financial, LLC | $5.5M | 73,365 | 2.24% | 22q | +3.8%+$205.3K |
| Kingsview Wealth Management, LLC | $5.4M | 71,199 | 0.07% | 16q | -1.9%-$105.1K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $5.3M | 69,817 | 0.09% | 9q | -2.2%-$116.1K |
| StoneX Group Inc. | $5.2M | 69,330 | 0.21% | 31q | -0.8%-$39.6K |
| Cerity Partners LLC | $4.8M | 63,806 | 0.01% | 13q | HELD |
| Wealthspire Advisors, LLC | $4.0M | 52,682 | 0.02% | 20q | +12.4%+$440.0K |
| Farther Finance Advisors, LLC | $4.0M | 52,673 | 0.03% | 15q | -22.0%-$1.1M |
| Diversify Advisory Services, LLC | $4.0M | 52,399 | 0.07% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $4.0M | 52,399 | 0.07% | 2q | HELD |
| Physician Wealth Advisors, Inc. | $3.8M | 50,029 | 0.45% | 11q | +1.4%+$53.5K |
| EVERPAR ADVISORS LLC | $3.7M | 48,653 | 1.05% | 3q | +10.9%+$361.3K |
| Corient Private Wealth LP | $3.4M | 45,768 | 0.00% | 15q | -63.2%-$5.9M |
| RVW Wealth, LLC | $3.4M | 44,554 | 0.22% | 26q | -1.0%-$32.4K |
| Merit Financial Group, LLC | $3.2M | 42,012 | 0.01% | 17q | +75.8%+$1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $3.1M | 41,279 | 0.07% | 15q | -2.3%-$73.0K |
| Allworth Financial LP | $3.0M | 39,601 | 0.01% | 23q | -6.3%-$200.7K |
| MAGNOLIA CAPITAL ADVISORS LLC | $2.9M | 38,911 | 0.51% | 21q | +1.4%+$40.6K |
| ALLIANCEBERNSTEIN L.P. | $2.9M | 43,508 | 0.00% | 3q | HELD |
| Hobbs Group Advisors, LLC | $2.7M | 36,134 | 0.72% | 10q | HELD |
| Addison Advisors LLC | $2.6M | 34,140 | 1.22% | 22q | -48.7%-$2.4M |
| UBS Group AG | $2.5M | 32,428 | 0.00% | 31q | -4.1%-$105.6K |
| MAIMON WEALTH MANAGEMENT LTD. | $2.4M | 31,705 | 1.85% | 3q | +13.6%+$287.4K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $2.2M | 28,705 | 0.31% | 15q | -2.4%-$52.8K |
| SUMMIT WEALTH GROUP LLC / CO | $2.1M | 28,170 | 0.18% | 3q | -8.4%-$195.6K |
| BFI Wealth Solutions, LLC | $2.1M | 27,661 | 1.55% | 3q | -2.1%-$43.8K |
| NewEdge Advisors, LLC | $2.0M | 26,463 | 0.01% | 10q | +0.6%+$11.9K |
| GSG Advisors LLC | $2.0M | 26,108 | 0.43% | 12q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $1.9M | 25,367 | 0.12% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 25,198 | 0.00% | 2q | +337.7%+$1.5M |
| Hershey Financial Advisers, LLC | $1.9M | 24,760 | 1.34% | new | NEW |
| Cetera Investment Advisers | $1.8M | 23,811 | 0.00% | 10q | +9.9%+$161.6K |
| Intelligence Driven Advisers, LLC | $1.7M | 22,682 | 0.28% | 6q | -3.3%-$58.9K |
| STIFEL FINANCIAL CORP | $1.7M | 22,681 | 0.00% | 20q | HELD |
| Stokes Family Office, LLC | $1.7M | 22,419 | 0.20% | 17q | -34.0%-$872.5K |
| XML Financial, LLC | $1.6M | 21,422 | 0.12% | 3q | +160.7%+$998.6K |
| Kestra Advisory Services, LLC | $1.6M | 21,311 | 0.01% | 12q | +16.0%+$222.7K |
| Creative Planning | $1.6M | 20,872 | 0.00% | 15q | -7.1%-$119.8K |
| Herold Advisors, Inc. | $1.6M | 20,506 | 0.31% | 4q | +61.0%+$587.2K |
| Partners in Financial Planning | $1.4M | 18,948 | 0.22% | 21q | HELD |
| Smith Salley Wealth Management | $1.4M | 18,832 | 0.06% | 23q | HELD |
Showing the largest 100 of 251 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 241 | $2.8B | 37,655,792 | 27 | 65 | 63 | 0.0% |
| Q1 2026 | 232 | $2.8B | 42,198,429 | 26 | 57 | 71 | 0.0% |
| Q4 2025 | 225 | $2.6B | 39,274,850 | 25 | 56 | 55 | 0.0% |
| Q3 2025 | 207 | $2.6B | 38,261,306 | 21 | 63 | 59 | 0.0% |
| Q2 2025 | 199 | $2.3B | 35,841,159 | 20 | 53 | 59 | 0.0% |
| Q1 2025 | 193 | $2.0B | 34,155,897 | 16 | 60 | 60 | 0.0% |
| Q4 2024 | 191 | $1.9B | 31,331,836 | 13 | 59 | 56 | 0.0% |
| Q3 2024 | 181 | $1.8B | 29,934,699 | 12 | 42 | 58 | 0.0% |
| Q2 2024 | 177 | $1.6B | 28,664,854 | 21 | 38 | 54 | 0.0% |
| Q1 2024 | 158 | $1.5B | 27,049,060 | 24 | 41 | 49 | 0.0% |
| Q4 2023 | 141 | $1.2B | 25,750,691 | 11 | 43 | 48 | 0.0% |
| Q3 2023 | 141 | $1.1B | 24,239,232 | 8 | 33 | 53 | 0.0% |
| Q2 2023 | 137 | $1.0B | 22,537,477 | 10 | 30 | 50 | 0.0% |
| Q1 2023 | 136 | $928.8M | 22,413,633 | 10 | 31 | 54 | 0.0% |
| Q4 2022 | 134 | $906.5M | 23,235,327 | 12 | 38 | 39 | 0.0% |
| Q3 2022 | 147 | $818.8M | 22,574,436 | 15 | 36 | 48 | 0.0% |
| Q2 2022 | 141 | $846.1M | 22,299,925 | 14 | 31 | 60 | 0.0% |
| Q1 2022 | 141 | $1.0B | 22,896,880 | 17 | 38 | 47 | 0.0% |
| Q4 2021 | 132 | $1.0B | 22,002,500 | 12 | 41 | 39 | 0.0% |
| Q3 2021 | 120 | $915.0M | 21,709,554 | 9 | 36 | 40 | 0.0% |
| Q2 2021 | 122 | $798.1M | 18,633,651 | 12 | 38 | 35 | 0.0% |
| Q1 2021 | 122 | $762.7M | 18,760,698 | 13 | 36 | 41 | 0.0% |
| Q4 2020 | 114 | $683.8M | 18,131,350 | 8 | 31 | 46 | 0.0% |
| Q3 2020 | 112 | $617.8M | 18,617,911 | 13 | 41 | 39 | 0.0% |
| Q2 2020 | 111 | $620.6M | 19,951,522 | 17 | 33 | 48 | 0.0% |
| Q1 2020 | 110 | $532.6M | 20,115,072 | 13 | 25 | 53 | 0.0% |
| Q4 2019 | 115 | $706.5M | 20,484,242 | 7 | 31 | 42 | 0.0% |
| Q3 2019 | 115 | $649.2M | 20,338,409 | 7 | 33 | 52 | 0.0% |
| Q2 2019 | 121 | $770.0M | 24,236,063 | 15 | 38 | 47 | 0.0% |
| Q1 2019 | 115 | $803.2M | 25,802,993 | 11 | 51 | 34 | 0.0% |
| Q4 2018 | 115 | $684.3M | 24,556,004 | 0 | 4 | 3 | 0.0% |