iSHARES TRUST - LRGF

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$3.099B
QoQ value delta ($000)
+$912K (+0.03%)
Implied price effect (QoQ)
+0.02%
Shares
Total shares
41,023,530
QoQ shares delta
+5,391 (+0.01%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (LRGF)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 2 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. 300,632 3,975,040 13.17%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 273,919 3,621,832 11.85%
WELLS FARGO & COMPANY/MN 227,299 3,005,418 0.04%
SigFig Wealth Management, LLC 220,030 2,927,890 5.83%
Annex Advisory Services, LLC 214,762 2,839,647 3.67%
Tolleson Wealth Management, Inc. 175,953 2,326,510 23.72%
Plancorp, LLC 158,677 2,091,989 3.87%
Modern Wealth Management, LLC 136,953 1,810,836 1.63%
Clearwater Capital Advisors, LLC 86,947 1,149,647 6.37%
Ullmann Wealth Partners Group, LLC 85,827 1,134,837 7.8%
Compound Planning, Inc. 59,070 781,052 1.54%
Cardinal Point Capital Management ULC 55,714 736,666 3.16%
ENVESTNET ASSET MANAGEMENT INC 52,862 698,956 0.01%
Integrated Wealth Concepts LLC 51,506 681,028 0.34%
JPMORGAN CHASE & CO 50,606 673,406 0.0%
Kestra Investment Management, LLC 49,657 656,588 0.96%
AMERIPRISE FINANCIAL INC 45,064 592,041 0.01%
Conrad Siegel Investment Advisors, Inc. 39,399 520,948 6.41%
MORGAN STANLEY 38,753 512,414 0.0%
CORA CAPITAL ADVISORS LLC 36,598 483,912 10.27%
Focus Partners Wealth 35,304 466,809 0.04%
OSAIC HOLDINGS, INC. 30,576 404,298 0.04%
Pettinga Financial Advisors LLC 30,448 402,597 4.88%
Acropolis Investment Management, LLC 27,129 358,709 1.07%
LPL Financial LLC 26,469 349,982 0.01%