LRGF ISHARES TR: institutional ownership and insider trading

267 funds reported holding $3.19B of ISHARES TR in their latest 13F filings; in Q2 2026 funds net bought $165M, with 27 new positions and 13 funds selling out.

Famous investors holding LRGF

Largest institutional holders of LRGF

  1. Strategic Financial Services, Inc. — $301M
  2. HALBERT HARGROVE GLOBAL ADVISORS, LLC — $285M
  3. Annex Advisory Services, LLC — $242M
  4. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $227M
  5. SigFig Wealth Management, LLC — $223M
  6. Tolleson Wealth Management, Inc. — $176M
  7. Plancorp, LLC — $159M
  8. Modern Wealth Management, LLC — $137M
  9. Clearwater Capital Advisors, LLC — $86.9M
  10. Ullmann Wealth Partners Group, LLC — $85.8M

All LRGF 13F holders