iSHARES TRUST - LRGF

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$2.651B

QoQ value delta ($000)

+$58.85M (+2.27%)

Implied price effect (QoQ)

-2.85%

Total shares

39,556,108

QoQ shares delta

+1,980,484 (+5.27%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Strategic Financial Services, Inc.	272,788	3,912,625	12.58%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	247,134	3,559,478	11.73%
WELLS FARGO & COMPANY/MN	180,623	2,601,518	0.03%
SigFig Wealth Management, LLC	175,627	2,529,572	5.23%
Tolleson Wealth Management, Inc.	162,905	2,346,333	23.52%
Plancorp, LLC	129,492	1,865,077	3.91%
Ullmann Wealth Partners Group, LLC	85,302	1,216,690	8.88%
Clearwater Capital Advisors, LLC	74,148	1,067,964	6.18%
JPMORGAN CHASE & CO	72,620	1,045,948	0.0%
Modern Wealth Management, LLC	59,489	856,823	1.08%
Compound Planning, Inc.	55,367	797,455	1.62%
AMERIPRISE FINANCIAL INC	52,385	754,504	0.01%
Cardinal Point Capital Management ULC	51,460	741,187	3.36%
BANK OF AMERICA CORP /DE/	50,771	731,264	0.0%
EWA, LLC	50,581	728,527	12.35%
AFFINITY WEALTH MANAGEMENT LLC	45,495	655,275	6.47%
ENVESTNET ASSET MANAGEMENT INC	41,800	602,054	0.01%
MORGAN STANLEY	41,493	597,630	0.0%
Kestra Investment Management, LLC	39,524	569,266	0.97%
OSAIC HOLDINGS, INC.	38,405	553,157	0.06%
Focus Partners Wealth	37,008	533,029	0.04%
CORA CAPITAL ADVISORS LLC	35,955	517,867	14.01%
Pettinga Financial Advisors LLC	33,676	485,038	6.39%
LPL Financial LLC	26,445	380,893	0.01%
DDFG, Inc	25,338	364,955	5.55%