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iShares U.S. Equity Factor ETF (LRGF) Institutional Ownership

iShares U.S. Equity Factor ETF logo
$64.96 +0.54 (+0.84%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$443.10M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$120.15M
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LRGF Institutional Buying and Selling by Quarter

iShares U.S. Equity Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/2/2025Modern Wealth Management LLC241,441$13.98M0.4%N/A0.608%
5/23/2025Strategic Financial Services Inc.3,726,234$215.67M12.6%+1.2%9.386%
5/20/2025Focus Partners Wealth519,509$30.07M0.1%+1.1%1.309%
5/19/2025Jane Street Group LLC35,266$2.04M0.0%N/A0.089%
5/16/2025Signature Estate & Investment Advisors LLC112,160$6.49M0.2%-2.8%0.283%
5/16/2025Goldman Sachs Group Inc.44,362$2.57M0.0%N/A0.110%
5/16/2025Kestra Investment Management LLC436,674$25.27M0.8%+7.8%1.100%
5/16/2025Jones Financial Companies Lllp550,697$31.87M0.0%+467.6%1.387%
5/16/2025Tolleson Wealth Management Inc.1,884,073$109.05M21.0%+2.5%4.746%
5/16/2025Plancorp LLC1,593,834$92.25M3.7%+5.1%4.015%
5/16/2025NewEdge Advisors LLC15,352$889K0.0%-28.3%0.039%
5/16/2025Integrated Wealth Concepts LLC1,112,960$64.42M0.8%+0.5%2.803%
5/16/2025AQR Capital Management LLC68,668$3.98M0.0%+48.0%0.173%
5/16/2025AlTi Global Inc.144,893$8.39M0.2%-8.5%0.365%
5/15/2025Obsido Oy134,319$7.77M6.7%N/A0.338%
5/15/2025Royal Bank of Canada89,500$5.18M0.0%-4.8%0.225%
5/15/2025Baird Financial Group Inc.4,948$286K0.0%-53.4%0.012%
5/14/2025CreativeOne Wealth LLC8,584$497K0.0%-16.4%0.022%
5/14/2025Smartleaf Asset Management LLC801$46K0.0%+3,714.3%0.002%
5/14/2025Northwestern Mutual Wealth Management Co.129,873$7.52M0.0%+42.3%0.327%
5/14/2025Wescott Financial Advisory Group LLC83,789$4.85M0.5%-2.1%0.211%
5/14/2025Compound Planning Inc.697,338$40.36M1.8%+12.4%1.757%
5/14/2025Hobbs Group Advisors LLC36,563$2.12M0.8%-4.1%0.092%
5/14/2025Ameriprise Financial Inc.753,740$43.63M0.0%+930.7%1.899%
5/14/2025Flow Traders U.S. LLC44,378$2.57M0.1%N/A0.112%
5/13/2025Raymond James Financial Inc.117,259$6.79M0.0%-7.2%0.295%
5/13/2025DDFG Inc214,030$12.39M3.4%+39.2%0.539%
5/13/2025HighTower Advisors LLC169,144$9.79M0.0%-5.6%0.429%
5/12/2025Citigroup Inc.137,500$7.96M0.0%-0.7%0.349%
5/9/2025Wealthspire Advisors LLC52,270$3.03M0.0%-8.5%0.133%
5/9/2025Wade Financial Advisory Inc257,225$14.89M5.1%+7.6%0.653%
5/9/2025Blair William & Co. IL891$52K0.0%-24.8%0.002%
5/9/2025PNC Financial Services Group Inc.45,517$2.64M0.0%+2,876.9%0.116%
5/8/2025Clearwater Capital Advisors LLC1,060,880$61.40M5.9%+2.5%2.693%
5/8/2025RVW Wealth LLC45,380$2.63M0.2%-4.8%0.115%
5/8/2025Foster & Motley Inc.209,594$12.13M0.8%-1.5%0.532%
5/8/2025First Foundation Advisors17,632$1.02M0.0%-25.7%0.045%
5/7/2025Bellwether Advisors LLC10,222$588K0.1%+3.2%0.026%
5/7/2025LPL Financial LLC218,801$12.66M0.0%+26.9%0.555%
5/7/2025HB Wealth Management LLC148,018$8.57M0.1%-2.6%0.376%
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5/6/2025Assetmark Inc.4,807$278K0.0%+223.1%0.012%
5/6/2025ShoreHaven Wealth Partners LLC80,960$4.69M2.2%-79.9%0.205%
5/6/2025SFE Investment Counsel5,761$333K0.1%N/A0.015%
5/6/2025Quadrant Private Wealth Management LLC14,554$842K0.2%+8.4%0.037%
5/5/2025Diversify Advisory Services LLC50,504$2.90M0.2%-3.7%0.128%
5/2/2025KM Capital Management Ltd.52,627$3.05M1.6%+4.7%0.134%
5/2/2025Kingsview Wealth Management LLC67,972$3.93M0.1%-1.6%0.173%
5/2/2025Pettinga Financial Advisors LLC454,532$26.31M6.2%+1.0%1.154%
5/1/2025CWM LLC93,284$5.40M0.0%+11.5%0.237%
5/1/2025Beirne Wealth Consulting Services LLC336,500$19.48M6.9%-0.3%0.854%
4/30/2025Weil Company Inc.17,421$1.01M0.3%-6.9%0.044%
4/30/2025Phillips Financial Management LLC389,048$22.52M1.7%-7.0%0.987%
4/30/2025Allworth Financial LP47,139$2.67M0.0%-7.7%0.120%
4/30/2025Partners in Financial Planning20,014$1.16M0.2%-2.3%0.051%
4/29/2025Envestnet Asset Management Inc.451,364$26.13M0.0%+8.4%1.146%
4/29/2025Forte Asset Management LLC109,217$6.32M3.2%+9.0%0.277%
4/29/2025World Investment Advisors161,673$9.36M0.2%+0.4%0.410%
4/28/2025Physician Wealth Advisors Inc.38,324$2.22M0.4%-4.6%0.097%
4/25/2025Family Capital Trust Co161,844$9.37M3.4%-4.5%0.411%
4/25/2025Smith Salley Wealth Management24,552$1.42M0.1%-4.9%0.062%
4/25/2025Intelligence Driven Advisers LLC17,346$1.00M0.2%N/A0.044%
4/25/2025Stonebridge Financial Group LLC218,026$12.62M1.3%+45.7%0.553%
4/24/2025Money Concepts Capital Corp4,430$256K0.0%-16.0%0.011%
4/24/2025Bartlett & CO. Wealth Management LLC6,347$367K0.0%N/A0.016%
4/23/2025Nova R Wealth Inc.100,379$5.81M2.9%+0.2%0.255%
4/23/2025Spire Wealth Management1,109$64K0.0%N/A0.003%
4/23/2025Win Advisors Inc.31,864$1.84M0.9%N/A0.081%
4/23/2025Ledyard National Bank6,094$353K0.0%+7.9%0.015%
4/22/2025JFS Wealth Advisors LLC23,881$1.38M0.1%-61.6%0.061%
4/22/2025EWA LLC489,646$28.34M10.5%+24.6%1.243%
4/21/2025LifeGoal Wealth Advisors115,814$6.70M7.2%+92.7%0.294%
4/21/2025Sterling Investment Counsel LLC7,631$442K0.2%N/A0.019%
4/21/2025Marino Stram & Associates LLC6,474$375K0.1%+5.0%0.016%
4/18/2025Market Street Wealth Management Advisors LLC38,893$2.25M0.4%-6.5%0.100%
4/18/2025Halbert Hargrove Global Advisors LLC3,390,727$196.26M11.1%+1.2%8.705%
4/17/2025Kaydan Wealth Management Inc.13,940$807K0.3%-5.8%0.036%
4/17/2025Grimes & Company Inc.43,421$2.51M0.1%-1.1%0.111%
4/17/2025Sowell Financial Services LLC8,976$520K0.0%N/A0.023%
4/17/2025Janney Montgomery Scott LLC8,179$473K0.0%-4.3%0.021%
4/17/2025Acropolis Investment Management LLC207,869$12.03M0.7%-2.3%0.534%
4/17/2025RHS Financial LLC51,824$3M1.7%+69.8%0.133%
4/16/2025Wealth Enhancement Advisory Services LLC208,283$12.06M0.0%-35.0%0.535%
4/15/2025Capital Advisors Ltd. LLC5,104$295K0.0%-19.4%0.013%
4/15/2025Parsons Capital Management Inc. RI5,662$328K0.0%-15.3%0.015%
4/14/2025Farther Finance Advisors LLC85,041$4.94M0.1%-11.9%0.218%
4/14/2025Flagship Private Wealth LLC4,525$262K0.1%+4.6%0.012%
4/11/2025Cora Capital Advisors LLC482,805$27.95M13.4%+4.2%1.240%
4/11/2025Affinity Wealth Management LLC653,675$37.84M7.0%+26.5%1.678%
4/11/2025Ullmann Wealth Partners Group LLC1,521,408$88.06M11.7%-1.2%3.906%
4/10/2025Retirement Planning Group LLC9,932$575K0.0%-21.2%0.025%
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4/9/2025Planned Solutions Inc.18,952$1.10M0.4%+9.1%0.049%
4/9/2025Merit Financial Group LLC13,897$804K0.0%+140.0%0.036%
4/9/2025SigFig Wealth Management LLC1,976,940$113.73M4.1%+0.2%5.076%
4/9/2025JGP Wealth Management LLC5,435$315K0.0%+15.7%0.014%
4/8/2025Conrad Siegel Investment Advisors Inc.411,094$23.79M6.1%+2.1%1.055%
4/8/2025Sterneck Capital Management LLC93,814$5.43M2.9%-0.4%0.241%
4/8/2025Parallel Advisors LLC99,754$5.77M0.1%+3.4%0.256%
3/17/2025Wealth Enhancement Advisory Services LLC320,499$19.34M0.0%-2.8%0.831%
2/18/2025Pettinga Financial Advisors LLC450,127$27.17M6.1%-1.3%1.257%
2/18/2025Retirement Planning Group LLC12,609$761K0.0%+40.2%0.035%
(Data available from 1/1/2016 forward)

LRGF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LRGF shares?

During the previous two years, 183 institutional investors and hedge funds held shares of iShares U.S. Equity Factor ETF. The most heavily invested institutionals were Strategic Financial Services Inc. ($215.67M), Strategic Financial Services Inc ($204.21M), Halbert Hargrove Global Advisors LLC ($196.26M), SigFig Wealth Management LLC ($113.73M), Wells Fargo & Company MN ($111.68M), Tolleson Wealth Management Inc. ($109.05M), and Plancorp LLC ($92.25M).Learn more on iShares U.S. Equity Factor ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Equity Factor ETF's stock?

Of the 146 institutional investors that purchased iShares U.S. Equity Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ullmann Wealth Partners Group LLC ($1.47M), Integrated Wealth Concepts LLC ($1.16M), JPMorgan Chase & Co. ($879.71K), Ameriprise Financial Inc. ($683.28K), Affinity Wealth Management LLC ($653.68K), Atomi Financial Group Inc. ($620.39K), and Maltin Wealth Management Inc. ($557.00K).

How much institutional buying is happening at iShares U.S. Equity Factor ETF?

Institutional investors have bought a total of 7,566,840 shares in the last 24 months. This purchase volume represents approximately $443.10M in transactions.

Which of iShares U.S. Equity Factor ETF's major shareholders have been selling company stock?

Of the 83 institutional investors that sold iShares U.S. Equity Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strategic Financial Services Inc. ($513.64K), ShoreHaven Wealth Partners LLC ($348.95K), Wealth Enhancement Advisory Services LLC ($155.78K), Phillips Financial Management LLC ($145.74K), Tolleson Wealth Management Inc. ($115.11K), HighTower Advisors LLC ($62.76K), and Kingsview Wealth Management LLC ($56.83K).

How much institutional selling is happening at iShares U.S. Equity Factor ETF?

Institutional investors have sold a total of 2,031,538 shares in the last 24 months. This volume of shares sold represents approximately $120.15M in transactions.


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This page (NYSEARCA:LRGF) was last updated on 7/5/2025 by MarketBeat.com Staff
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