iSHARES TRUST - LRGF

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$2.586B

QoQ value delta ($000)

-$66.41M (-2.5%)

Implied price effect (QoQ)

-1.08%

Total shares

39,006,171

QoQ shares delta

-571,377 (-1.44%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 242 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Strategic Financial Services, Inc.	263,397	3,990,874	12.53%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	239,348	3,626,489	11.55%
SigFig Wealth Management, LLC	190,869	2,891,969	5.6%
WELLS FARGO & COMPANY/MN	190,018	2,879,070	0.04%
Tolleson Wealth Management, Inc.	162,905	2,346,333	23.52%
Plancorp, LLC	135,911	1,980,357	3.87%
Annex Advisory Services, LLC	89,882	1,361,862	1.68%
Ullmann Wealth Partners Group, LLC	76,801	1,163,663	7.97%
Clearwater Capital Advisors, LLC	74,477	1,128,442	6.01%
Modern Wealth Management, LLC	69,830	1,051,355	1.2%
Kestra Investment Management, LLC	63,636	964,191	1.1%
Compound Planning, Inc.	51,351	778,056	1.58%
Cardinal Point Capital Management ULC	48,304	731,889	2.96%
AMERIPRISE FINANCIAL INC	46,532	704,890	0.01%
Integrated Wealth Concepts LLC	44,619	676,047	0.36%
JPMORGAN CHASE & CO	44,220	689,544	0.0%
ENVESTNET ASSET MANAGEMENT INC	43,466	658,586	0.01%
Conrad Siegel Investment Advisors, Inc.	35,191	533,205	6.35%
MORGAN STANLEY	35,071	531,388	0.0%
Focus Partners Wealth	34,828	527,707	0.04%
CORA CAPITAL ADVISORS LLC	31,329	474,684	10.37%
Pettinga Financial Advisors LLC	27,450	415,915	5.17%
OSAIC HOLDINGS, INC.	26,355	399,316	0.04%
LPL Financial LLC	24,850	376,529	0.01%
Acropolis Investment Management, LLC	23,598	357,549	1.04%