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 | 3.9M | $273M | 3% | Dec 2025 |
|
| 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 | 2.6M | $181M | 7% | Dec 2025 |
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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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| CI Private Wealth | 126k | $8.8M | -1% | Dec 2025 |
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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 | $74M | 0% | Dec 2025 |
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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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| Ameriprise Financial | 755k | $52M | -3% | Dec 2025 |
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| Cardinal Point Capital Management, ULC | 732k | $48M | -1% | Mar 2026 |
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| Ewa | 729k | $51M | 3% | Dec 2025 |
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| Envestnet Asset Management | 602k | $42M | 9% | Dec 2025 |
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| Kestra Investment Management | 569k | $40M | 8% | Dec 2025 |
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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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| 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 | 381k | $26M | 15% | Dec 2025 |
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| DDFG | 365k | $25B | 2% | Dec 2025 |
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| Acropolis Investment Management | 358k | $24M | 14% | Mar 2026 |
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| Beirne Wealth Consulting Services | 304k | $21M | -1% | Dec 2025 |
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| Phillips Financial Management | 286k | $19M | -8% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 280k | $20M | 12% | Dec 2025 |
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| LifeGoal Wealth Advisors | 250k | $17M | 17% | Mar 2026 |
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| Integrated Wealth Concepts | 213k | $15M | -80% | Dec 2025 |
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| Foster & Motley | 212k | $15M | 3% | Dec 2025 |
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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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| Pensionmark Financial Group | 173k | $12M | -4% | Dec 2025 |
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| HighTower Advisors | 165k | $11M | -1% | Dec 2025 |
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| Obsido Oy | 160k | $11M | 6% | Dec 2025 |
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| Raymond James Financial | 158k | $11M | 24% | Dec 2025 |
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| Parallel Advisors | 151k | $11M | 4% | Dec 2025 |
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| Quantinno Capital Management | 145k | $10M | -6% | Dec 2025 |
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| BlackRock | 141k | $9.8M | 3% | Dec 2025 |
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| HB Wealth Management | 140k | $9.7M | -1% | Dec 2025 |
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| Two Sigma Investments | 137k | $9.5M | 100% | Dec 2025 |
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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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| Commonwealth Equity Services | 127k | $8.8M | -1% | Dec 2025 |
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| Evolve Private Wealth | 120k | $7.9M | 100% | Mar 2026 |
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| Vestmark Advisory Solutions | 117k | $8.1M | -2% | Dec 2025 |
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| Forte Asset Management | 112k | $7.7M | -1% | Dec 2025 |
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| Family Capital Trust Company | 105k | $7.3M | 0% | Dec 2025 |
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| Nova R Wealth | 102k | $6.8M | 0% | Mar 2026 |
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| AlTi Global | 95k | $6.6M | -3% | Dec 2025 |
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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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| KM Capital Management | 91k | $6.3M | 0% | Dec 2025 |
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| Vise Technologies | 90k | $6.2M | 44% | Dec 2025 |
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| Heck Capital Advisors | 84k | $5.6M | 1% | Mar 2026 |
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| AQR Capital Management | 79k | $5.4M | 7% | Dec 2025 |
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| ShoreHaven Wealth Partners | 77k | $5.4M | -2% | Dec 2025 |
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| Wescott Financial Advisory Group | 77k | $5.3M | -2% | Dec 2025 |
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| Signature Estate and Investment Advisors | 71k | $4.7M | -1% | Mar 2026 |
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| Kingsview Wealth Management | 69k | $4.8M | -2% | Dec 2025 |
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| Intl Fcstone | 69k | $4.8M | 1% | Dec 2025 |
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| Farther Finance Advisors | 68k | $4.5M | 96% | Mar 2026 |
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| Addison Advisors | 67k | $4.7M | -2% | Dec 2025 |
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| RHS Financial | 67k | $4.7M | 2% | Dec 2025 |
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| Goldman Sachs Group | 58k | $4.0M | 0% | Dec 2025 |
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| HPM Partners | 50k | $3.5M | -3% | Dec 2025 |
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| Diversify Advisory Services | 48k | $3.4M | -1% | Dec 2025 |
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| Sontag Advisory | 48k | $3.3M | -2% | Dec 2025 |
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| UMA Financial Services | 48k | $3.3M | 4% | Dec 2025 |
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| Stokes Family Office | 47k | $3.3M | -5% | Dec 2025 |
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| RVW Wealth | 45k | $3.0M | 0% | Mar 2026 |
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| Alliancebernstein | 44k | $3.0M | 100% | Dec 2025 |
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| Hanson McClain Advisors | 43k | $3.0M | 0% | Dec 2025 |
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| Grimes & Company | 42k | $2.9M | -1% | Dec 2025 |
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| Jane Street | 42k | $2.9M | 100% | Dec 2025 |
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| Magnolia Capital Advisors | 38k | $2.6M | 22% | Dec 2025 |
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| UBS Group | 38k | $2.6M | 3% | Dec 2025 |
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| Everpar Advisors | 37k | $2.6M | 100% | Dec 2025 |
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| Hobbs Group Advisors | 36k | $2.5M | -1% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 31k | $2.2M | 100% | Dec 2025 |
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| Market Street Wealth Management Advisors | 29k | $1.9M | -4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 29k | $2.0M | 2% | Dec 2025 |
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| BFI Wealth Solutions | 28k | $2.0M | 100% | Dec 2025 |
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| GSG Advisors | 26k | $1.8M | 0% | Dec 2025 |
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| Betterment | 25k | $1.7M | 1% | Dec 2025 |
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| Hershey Financial Advisers | 25k | $1.7M | 100% | Dec 2025 |
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| Stifel Financial | 25k | $1.7M | 7% | Dec 2025 |
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| Merit Financial Group | 24k | $1.6M | 66% | Mar 2026 |
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| MONECO Advisors | 23k | $1.6M | 0% | Dec 2025 |
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| Cetera Investment Advisers | 22k | $1.5M | 1% | Dec 2025 |
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| Edge Financial Advisors | 22k | $1.5M | 0% | Dec 2025 |
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| Creative Planning | 22k | $1.5M | 0% | Dec 2025 |
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| Intelligence Driven Advisers | 22k | $1.5M | -5% | Dec 2025 |
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| Partners in Financial Planning | 19k | $1.3M | 0% | Dec 2025 |
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| Elevation Capital Advisory | 19k | $1.3M | 482% | Dec 2025 |
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| Smith, Salley & Associates | 19k | $1.2M | -2% | Mar 2026 |
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| FMR | 18k | $1.2M | 43% | Dec 2025 |
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| First Foundation Advisors | 17k | $1.2M | -3% | Dec 2025 |
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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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| Goss Wealth Management | 16k | $1.1M | 0% | Dec 2025 |
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| Janney Montgomery Scott | 15k | $1.0M | 75% | Dec 2025 |
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| Private Advisor | 13k | $865k | -1% | Dec 2025 |
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| Summit Financial | 12k | $863k | 0% | Dec 2025 |
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| Kaydan Wealth Management | 12k | $859k | -4% | Dec 2025 |
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| Tranquility Partners | 12k | $786k | 0% | Mar 2026 |
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| Kestra Advisory Services | 12k | $811k | 11% | Dec 2025 |
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| Bellwether Advisors | 12k | $810k | 13% | Dec 2025 |
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| Baron Silver Stevens Financial Advisors | 11k | $779k | 0% | Dec 2025 |
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| Mml Investors Services | 11k | $759k | 4% | Dec 2025 |
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| Sterling Investment Counsel | 11k | $718k | 0% | Mar 2026 |
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| Atlas Legacy Advisors | 11k | $736k | 0% | Dec 2025 |
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| Axxcess Wealth Management | 11k | $736k | 100% | Dec 2025 |
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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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| JGP Wealth Management | 10k | $681k | 1% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 10k | $707k | -40% | Dec 2025 |
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| Atria Investments | 10k | $704k | 0% | Dec 2025 |
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| Quadrant Private Wealth Management | 10k | $703k | 0% | Dec 2025 |
|
| Equitable Holdings | 9.9k | $685k | 1% | Dec 2025 |
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| RMR Wealth Builders | 9.9k | $685k | 0% | Dec 2025 |
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| JFS Wealth Advisors | 9.0k | $627k | -5% | Dec 2025 |
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| Snowden Capital Advisors | 8.9k | $621k | -3% | Dec 2025 |
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| Marino, Stram & Associates | 8.9k | $619k | 16% | Dec 2025 |
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| Foundations Investment Advisors | 8.8k | $613k | 0% | Dec 2025 |
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| Thrivent Financial for Lutherans | 8.6k | $601k | -36% | Dec 2025 |
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| XML Financial | 8.2k | $542k | 19% | Mar 2026 |
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| Cary Street Partners Financial | 7.9k | $552k | 0% | Dec 2025 |
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| Change Path | 7.6k | $524k | -3% | Dec 2025 |
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| Parkside Financial Bank & Trust | 7.2k | $502k | 1% | Dec 2025 |
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| Warren Averett Asset Management | 6.5k | $450k | 100% | Dec 2025 |
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| Retirement Planning Group | 6.4k | $445k | -36% | Dec 2025 |
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| Moneta Group Investment Advisors | 6.4k | $441k | 0% | Dec 2025 |
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| Versant Capital Management | 6.3k | $419k | -51% | 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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| Savvy Advisors | 5.7k | $395k | 4% | Dec 2025 |
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| Capital Analysts | 5.6k | $387k | 0% | Dec 2025 |
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| AlphaCore Capital | 5.5k | $381k | 100% | Dec 2025 |
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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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| Ledyard National Bank | 5.4k | $375k | -7% | Dec 2025 |
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| SFE Investment Counsel | 5.4k | $373k | 0% | Dec 2025 |
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| Envestnet Portfolio Solutions | 5.3k | $370k | 0% | Dec 2025 |
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| NorthRock Partners | 5.2k | $362k | 100% | Dec 2025 |
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| Btim | 5.0k | $350k | 0% | Dec 2025 |
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| L.K. Benson & Company, P.C. | 5.0k | $345k | 0% | Dec 2025 |
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| D.A. Davidson & Co. | 4.6k | $325k | 100% | Dec 2025 |
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| O'shaughnessy Asset Management | 4.2k | $294k | -10% | Dec 2025 |
|
| Ergawealth Advisors | 4.1k | $285k | -19% | Dec 2025 |
|
| Christopher Weil & Company | 3.2k | $209k | -42% | Mar 2026 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Affinity Wealth Management | Dec 2025 | 655k | $46M |
| Wealth Enhancement Advisory Services | Dec 2025 | 173k | $12M |
| Susquehanna International | Sep 2025 | 18k | $1.2M |
| Newbridge Financial Services Group | Sep 2025 | 12k | $857k |
| Renaissance Technologies | Sep 2025 | 8.5k | $587k |
| Gilbert Capital Group | Dec 2025 | 7.5k | $521k |