Who Owns ISHARES (LRGF)? -- Institutional Holders (2026-06-30)

268 institutions reported holding $3.10B of ISHARES (LRGF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Strategic Financial Services, Inc. ($300.6M), HALBERT HARGROVE GLOBAL ADVISORS, LLC ($273.9M), WELLS FARGO & COMPANY/MN ($227.3M), SigFig Wealth Management, LLC ($220.0M), Annex Advisory Services, LLC ($214.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Strategic Financial Services, Inc.	$300.6M	4.0M	Trimmed
2	HALBERT HARGROVE GLOBAL ADVISORS, LLC	$273.9M	3.6M	Trimmed
3	WELLS FARGO & COMPANY/MN	$227.3M	3.0M	Added
4	SigFig Wealth Management, LLC	$220.0M	2.9M	Added
5	Annex Advisory Services, LLC	$214.8M	2.8M	Added
6	Tolleson Wealth Management, Inc.	$176.0M	2.3M	Trimmed
7	Plancorp, LLC	$158.7M	2.1M	Added
8	Modern Wealth Management, LLC	$137.0M	1.8M	Added
9	Clearwater Capital Advisors, LLC	$86.9M	1.1M	Added
10	Ullmann Wealth Partners Group, LLC	$85.8M	1.1M	Trimmed
11	Compound Planning, Inc.	$59.1M	781,052	Added
12	Cardinal Point Capital Management ULC	$55.7M	736,666	Added
13	ENVESTNET ASSET MANAGEMENT INC	$52.9M	698,956	Added
14	Integrated Wealth Concepts LLC	$51.5M	681,028	Added
15	JPMORGAN CHASE & CO	$50.6M	673,406	Trimmed
16	Kestra Investment Management, LLC	$49.7M	656,588	Trimmed
17	AMERIPRISE FINANCIAL INC	$45.1M	592,041	Trimmed
18	Conrad Siegel Investment Advisors, Inc.	$39.4M	520,948	Trimmed
19	MORGAN STANLEY	$38.8M	512,414	Trimmed
20	CORA CAPITAL ADVISORS LLC	$36.6M	483,912	Added
21	Focus Partners Wealth	$35.3M	466,809	Trimmed
22	OSAIC HOLDINGS, INC.	$30.6M	404,298	Added
23	Pettinga Financial Advisors LLC	$30.4M	402,597	Trimmed
24	Acropolis Investment Management, LLC	$27.1M	358,709	Added
25	LPL Financial LLC	$26.5M	349,982	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30