Who owns Ishares Tr?
- Ticker: LRGF
- CUSIP Number: 46434v282
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr stock
Who bought or sold Ishares Tr this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Alan Leist III | 4.0M | $263M | 2% | Mar 2026 |
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| Halbert Hargrove Global Advisors | 3.6M | $239M | 2% | Mar 2026 |
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| SigFig Wealth Management | 2.9M | $191M | 14% | Mar 2026 |
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| Wells Fargo & Company | 2.9M | $190M | 11% | Mar 2026 |
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| Tolleson Wealth Management | 2.3M | $163M | 6% | Dec 2025 |
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| Plan | 2.0M | $136M | 6% | Mar 2026 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 1.4M | $90M | 100% | Mar 2026 |
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| Ullmann Financial | 1.2M | $77M | -4% | Mar 2026 |
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| Bsc Private Wealth Management | 1.1M | $75M | 6% | Mar 2026 |
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| Kestra Investment Management | 964k | $64M | 69% | Mar 2026 |
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| Modern Wealth Management | 857k | $60M | 32% | Dec 2025 |
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| Atomi Financial Group | 798k | $55M | 0% | Dec 2025 |
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| Cardinal Point Capital Management, ULC | 732k | $48M | -1% | Mar 2026 |
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| Ameriprise Financial | 705k | $47M | -7% | Mar 2026 |
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| Integrated Wealth Concepts | 676k | $45M | 217% | Mar 2026 |
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| Envestnet Asset Management | 659k | $44M | 9% | Mar 2026 |
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| Advisor Group Holdings | 553k | $38M | -1% | Dec 2025 |
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| Conrad Siegel Investment Advisors | 533k | $35M | 49% | Mar 2026 |
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| Colony | 533k | $37M | -1% | Dec 2025 |
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| Morgan Stanley | 531k | $35M | -11% | Mar 2026 |
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| Cora Capital Advisors | 475k | $31M | -8% | Mar 2026 |
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| Pettinga Financial Advisors | 416k | $28M | -14% | Mar 2026 |
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| LPL Financial | 377k | $25M | -1% | Mar 2026 |
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| Acropolis Investment Management | 358k | $24M | 14% | Mar 2026 |
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| Phillips Financial Management | 286k | $19M | -8% | Mar 2026 |
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| Beirne Wealth Consulting Services | 267k | $18M | -12% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 267k | $18M | -5% | Mar 2026 |
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| LifeGoal Wealth Advisors | 250k | $17M | 17% | Mar 2026 |
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| Bank of America Corporation | 248k | $16M | 100% | Mar 2026 |
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| Foster & Motley | 226k | $15M | 7% | Mar 2026 |
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| Pensionmark Financial Group | 218k | $14M | 26% | Mar 2026 |
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| Stonebridge Financial Group | 211k | $14M | 8% | Mar 2026 |
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| Exchange Traded Concepts | 187k | $12M | 100% | Mar 2026 |
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| DDFG | 173k | $11B | -52% | Mar 2026 |
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| Obsido Oy | 167k | $11M | 5% | Mar 2026 |
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| HighTower Advisors | 165k | $11M | 0% | Mar 2026 |
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| Parallel Advisors | 160k | $11M | 6% | Mar 2026 |
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| Raymond James Financial | 158k | $11M | 24% | Dec 2025 |
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| Vestmark Advisory Solutions | 140k | $9.2M | 20% | Mar 2026 |
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| HB Wealth Management | 139k | $9.2M | -1% | Mar 2026 |
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| Jones Financial Companies, L.L | 135k | $9.4M | 12% | Dec 2025 |
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| CWM | 129k | $9.0M | 9% | Dec 2025 |
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| CI Private Wealth | 124k | $8.0M | -2% | Mar 2026 |
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| Commonwealth Equity Services | 123k | $8.1M | -3% | Mar 2026 |
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| Evolve Private Wealth | 120k | $7.9M | 100% | Mar 2026 |
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| Royal Bank of Canada | 114k | $7.6M | 17% | Mar 2026 |
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| Citigroup | 114k | $7.5M | 100% | Mar 2026 |
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| Nova R Wealth | 102k | $6.8M | 0% | Mar 2026 |
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| Family Capital Trust Company | 101k | $6.7M | -4% | Mar 2026 |
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| AlTi Global | 94k | $6.2M | -1% | Mar 2026 |
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| Sterneck Capital Management | 93k | $6.2M | 0% | Mar 2026 |
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| Captrust Financial Advisors | 91k | $6.3M | 2% | Dec 2025 |
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| Vise Technologies | 90k | $6.2M | 0% | Mar 2026 |
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| KM Capital Management | 89k | $6.6M | -1% | Mar 2026 |
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| AQR Capital Management | 89k | $5.9M | 13% | Mar 2026 |
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| Ewa | 88k | $5.8M | -88% | Mar 2026 |
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| Heck Capital Advisors | 84k | $5.6M | 1% | Mar 2026 |
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| Forte Asset Management | 84k | $5.5M | -25% | Mar 2026 |
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| ShoreHaven Wealth Partners | 77k | $5.1M | 0% | Mar 2026 |
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| Quantinno Capital Management | 76k | $5.0M | -47% | Mar 2026 |
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| Wescott Financial Advisory Group | 76k | $5.0M | -1% | Mar 2026 |
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| Kingsview Wealth Management | 73k | $4.8M | 6% | Mar 2026 |
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| Signature Estate and Investment Advisors | 71k | $4.7M | -1% | Mar 2026 |
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| RHS Financial | 71k | $4.7M | 5% | Mar 2026 |
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| Intl Fcstone | 70k | $4.6M | 2% | Mar 2026 |
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| Farther Finance Advisors | 68k | $4.5M | 96% | Mar 2026 |
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| Addison Advisors | 67k | $4.4M | -1% | Mar 2026 |
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| HPM Partners | 64k | $4.2M | 27% | Mar 2026 |
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| Diversify Wealth Management | 53k | $3.8M | 100% | Mar 2026 |
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| UMA Financial Services | 49k | $3.3M | 3% | Mar 2026 |
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| Cambridge Investment Research Advisors | 48k | $3.2M | 69% | Mar 2026 |
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| Sontag Advisory | 47k | $3.1M | -2% | Mar 2026 |
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| RVW Wealth | 45k | $3.0M | 0% | Mar 2026 |
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| Everpar Advisors | 44k | $2.9M | 18% | Mar 2026 |
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| Alliancebernstein | 44k | $3.0M | -1% | Mar 2026 |
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| Hanson McClain Advisors | 43k | $3.0M | 0% | Dec 2025 |
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| Grimes & Company | 42k | $2.8M | 0% | Mar 2026 |
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| Magnolia Capital Advisors | 38k | $2.5M | 2% | Mar 2026 |
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| Hobbs Group Advisors | 36k | $2.4M | 0% | Mar 2026 |
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| Stokes Family Office | 34k | $2.2M | -28% | Mar 2026 |
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| UBS Group | 34k | $2.2M | -10% | Mar 2026 |
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| Summit Wealth Group Llc / Co | 31k | $2.0M | -1% | Mar 2026 |
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| Market Street Wealth Management Advisors | 29k | $1.9M | -4% | Mar 2026 |
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| BFI Wealth Solutions | 28k | $1.9M | -1% | Mar 2026 |
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| Maimon Wealth Management | 28k | $1.8M | 30% | Mar 2026 |
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| Goss Wealth Management | 26k | $1.7M | 67% | Mar 2026 |
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| GSG Advisors | 26k | $1.7M | 0% | Mar 2026 |
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| Private Advisor | 26k | $1.7M | 108% | Mar 2026 |
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| Betterment | 25k | $1.7M | 1% | Dec 2025 |
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| Merit Financial Group | 24k | $1.6M | 66% | Mar 2026 |
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| Intelligence Driven Advisers | 24k | $1.5M | 8% | Mar 2026 |
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| Goldman Sachs Group | 23k | $1.5M | -60% | Mar 2026 |
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| Stifel Financial | 23k | $1.5M | -8% | Mar 2026 |
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| Creative Planning | 23k | $1.5M | 2% | Mar 2026 |
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| Edge Financial Advisors | 22k | $1.5M | 0% | Dec 2025 |
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| Cetera Investment Advisers | 22k | $1.4M | -2% | Mar 2026 |
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| Elevation Capital Advisory | 19k | $1.2M | -1% | Mar 2026 |
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| Partners in Financial Planning | 19k | $1.2M | -1% | Mar 2026 |
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| Smith, Salley & Associates | 19k | $1.2M | -2% | Mar 2026 |
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| MONECO Advisors | 19k | $1.2M | -17% | Mar 2026 |
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| Kestra Advisory Services | 18k | $1.2M | 57% | Mar 2026 |
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| FMR | 18k | $1.2M | 43% | Dec 2025 |
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| First Foundation Advisors | 17k | $1.1M | 0% | Mar 2026 |
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| Advisory Services Network | 17k | $1.2M | 0% | Dec 2025 |
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| Planned Solutions | 17k | $1.1M | 3% | Mar 2026 |
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| Citadel Advisors | 13k | $822k | 100% | Mar 2026 |
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| Kaydan Wealth Management | 12k | $794k | -3% | Mar 2026 |
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| Tranquility Partners | 12k | $786k | 0% | Mar 2026 |
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| Bellwether Advisors | 11k | $742k | -4% | Mar 2026 |
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| Baron Silver Stevens Financial Advisors | 11k | $740k | 0% | Mar 2026 |
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| Foundations Investment Advisors | 11k | $722k | 24% | Mar 2026 |
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| Sterling Investment Counsel | 11k | $718k | 0% | Mar 2026 |
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| Atlas Legacy Advisors | 11k | $705k | 1% | Mar 2026 |
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| Twelve Points Wealth Management | 11k | $691k | 0% | Mar 2026 |
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| Herold Advisors | 10k | $720k | 160% | Dec 2025 |
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| Thrivent Financial for Lutherans | 10k | $684k | 21% | Mar 2026 |
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| JGP Wealth Management | 10k | $681k | 1% | Mar 2026 |
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| Savvy Advisors | 10k | $673k | 79% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 10k | $707k | -40% | Dec 2025 |
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| Atria Investments | 10k | $669k | 0% | Mar 2026 |
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| Quadrant Private Wealth Management | 10k | $668k | 0% | Mar 2026 |
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| Equitable Holdings | 10k | $700k | 2% | Mar 2026 |
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| RMR Wealth Builders | 9.5k | $625k | -4% | Mar 2026 |
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| Mml Investors Services | 9.2k | $608k | -16% | Mar 2026 |
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| Marino, Stram & Associates | 9.0k | $595k | 1% | Mar 2026 |
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| Snowden Capital Advisors | 8.9k | $621k | -3% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 8.7k | $577k | 100% | Mar 2026 |
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| XML Financial | 8.2k | $542k | 19% | Mar 2026 |
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| Frontier Asset Management | 8.1k | $532k | 100% | Mar 2026 |
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| Cary Street Partners Financial | 7.9k | $525k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 7.9k | $522k | -47% | Mar 2026 |
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| Parkside Financial Bank & Trust | 7.6k | $501k | 5% | Mar 2026 |
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| Change Path | 7.4k | $484k | -3% | Mar 2026 |
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| Warren Averett Asset Management | 6.5k | $450k | 100% | Dec 2025 |
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| Retirement Planning Group | 6.4k | $423k | 0% | Mar 2026 |
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| Moneta Group Investment Advisors | 6.4k | $419k | 0% | Mar 2026 |
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| Versant Capital Management | 6.3k | $419k | -51% | Mar 2026 |
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| MAI Wealth Advisors | 6.1k | $403k | 36% | Mar 2026 |
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| Sowell Financial Services | 6.0k | $395k | -51% | Mar 2026 |
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| Wealth Enhancement Trust Services | 5.8k | $382k | -20% | Mar 2026 |
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| Stonebrook Private | 5.8k | $381k | 47% | Mar 2026 |
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| Capital Analysts | 5.6k | $368k | 0% | Mar 2026 |
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| Qube Research & Technologies | 5.5k | $380k | -63% | Dec 2025 |
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| Ieq Capital | 5.4k | $377k | 0% | Dec 2025 |
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| SFE Investment Counsel | 5.4k | $355k | 0% | Mar 2026 |
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| Envestnet Portfolio Solutions | 5.3k | $352k | 0% | Mar 2026 |
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| NorthRock Partners | 5.2k | $344k | 0% | Mar 2026 |
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| Skopos Labs | 5.2k | $344k | 100% | Mar 2026 |
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| Ledyard National Bank | 5.2k | $340k | -5% | Mar 2026 |
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| Btim | 5.0k | $333k | 0% | Mar 2026 |
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| AlphaCore Capital | 4.3k | $287k | -21% | Mar 2026 |
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| JFS Wealth Advisors | 3.6k | $236k | -60% | Mar 2026 |
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| Christopher Weil & Company | 3.2k | $209k | -42% | Mar 2026 |
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| BlackRock | 2.5k | $165k | -98% | Mar 2026 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 1.1M | $74M |
| Affinity Wealth Management | Dec 2025 | 655k | $46M |
| Wealth Enhancement Advisory Services | Dec 2025 | 173k | $12M |
| Two Sigma Investments | Dec 2025 | 137k | $9.5M |
| Diversify Advisory Services | Dec 2025 | 48k | $3.4M |
| Jane Street | Dec 2025 | 42k | $2.9M |
| Hershey Financial Advisers | Dec 2025 | 25k | $1.7M |
| Susquehanna International | Sep 2025 | 18k | $1.2M |
| Summit Financial | Dec 2025 | 12k | $863k |
| Axxcess Wealth Management | Dec 2025 | 11k | $736k |
| Renaissance Technologies | Sep 2025 | 8.5k | $587k |
| Gilbert Capital Group | Dec 2025 | 7.5k | $521k |