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

iShares U.S. Equity Factor ETF logo
$66.83 +1.00 (+1.52%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$66.83 +0.00 (+0.01%)
As of 08/22/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

Number of
Institutional Buyers
(last 12 months)
122
Total
Institutional Inflows
(last 12 months)
$515.20M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$162.62M
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Skip Chart & View Institutional Buying and Selling Data

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
8/19/2025 Newbridge Financial Services Group Inc.12,800$821K0.1%N/A0.031%
8/19/2025 Advisory Services Network LLC16,798$1.10M0.0%-12.2%0.041%
8/18/2025 Hershey Financial Advisers LLC25,141$1.61M1.4%N/A0.061%
8/18/2025 Kestra Investment Management LLC478,100$30.66M0.9%+9.5%1.162%
8/18/2025 Goodman Advisory Group LLC2,625$168K0.1%N/A0.006%
8/15/2025 Corient Private Wealth LLC133,226$8.54M0.0%+1.3%0.324%
8/15/2025 Captrust Financial Advisors115,469$7.41M0.0%+205.8%0.281%
8/15/2025 Tolleson Wealth Management Inc.2,099,726$134.66M23.0%+11.4%5.103%
8/15/2025 Obsido Oy140,452$9.01M6.8%+4.6%0.341%
8/15/2025 MML Investors Services LLC11,758$754K0.0%-24.4%0.029%
8/15/2025 Modern Wealth Management LLC287,401$18.43M0.5%+19.0%0.698%
8/15/2025 Bank of America Corp DE770,165$49.39M0.0%+146.8%1.872%
8/15/2025 AQR Capital Management LLC60,423$3.88M0.0%-12.0%0.147%
8/15/2025 Ameriprise Financial Inc.776,204$49.78M0.0%+3.0%1.886%
8/14/2025 Jane Street Group LLC7,367$472K0.0%-79.1%0.018%
8/14/2025 Raymond James Financial Inc.119,819$7.68M0.0%+2.2%0.291%
8/14/2025 Quantinno Capital Management LP86,236$5.53M0.0%+4.2%0.210%
8/14/2025 Diversify Advisory Services LLC49,016$3.26M0.1%-2.9%0.119%
8/14/2025 NewEdge Advisors LLC16,384$1.05M0.0%+6.7%0.040%
8/14/2025 Qube Research & Technologies Ltd5,864$376K0.0%N/A0.014%
8/14/2025 Cary Street Partners Financial LLC7,959$510K0.0%-2.0%0.019%
8/14/2025 Cerity Partners LLC51,042$3.27M0.0%+0.3%0.124%
8/13/2025 Baird Financial Group Inc.3,607$231K0.0%-27.1%0.009%
8/13/2025 Colonial Trust Advisors3,494$224K0.0%-9.9%0.008%
8/13/2025 Northwestern Mutual Wealth Management Co.219,049$14.05M0.0%+68.7%0.532%
8/12/2025 CreativeOne Wealth LLC8,177$524K0.0%-4.7%0.020%
8/12/2025 JPMorgan Chase & Co.1,131,417$72.56M0.0%-8.8%2.749%
8/12/2025 GDS Wealth Management3,127$201K0.0%N/A0.008%
8/11/2025 Wealthspire Advisors LLC52,092$3.34M0.0%-0.3%0.128%
8/11/2025 Wescott Financial Advisory Group LLC79,263$5.08M0.5%-5.4%0.194%
8/8/2025 KM Capital Management Ltd.91,986$5.90M2.9%+74.8%0.225%
8/8/2025 Kingsview Wealth Management LLC67,197$4.31M0.1%-1.1%0.165%
8/8/2025 Cetera Investment Advisers20,866$1.34M0.0%-6.6%0.051%
8/8/2025 Creative Planning21,104$1.35M0.0%-1.6%0.052%
8/8/2025 Foundations Investment Advisors LLC8,393$538K0.0%N/A0.021%
8/8/2025 PNC Financial Services Group Inc.1,529$98K0.0%-96.6%0.004%
8/7/2025 Weil Company Inc.8,322$534K0.1%-52.2%0.020%
8/7/2025 Vise Technologies Inc.56,094$3.60M0.1%N/A0.137%
8/7/2025 Allworth Financial LP44,580$2.86M0.0%-5.4%0.109%
8/7/2025 Addison Advisors LLC68,370$4.39M1.1%-1.3%0.168%
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8/7/2025 SFE Investment Counsel5,475$351K0.1%-5.0%0.013%
8/6/2025 Stokes Family Office LLC41,682$2.67M0.3%-85.5%0.102%
8/6/2025 Quadrant Private Wealth Management LLC10,196$654K0.1%-29.9%0.025%
8/6/2025 Bryn Mawr Trust Advisors LLC3,747$240K0.0%N/A0.009%
8/6/2025 DDFG Inc218,849$14.04M3.5%+2.3%0.536%
8/5/2025 Magnolia Capital Advisors LLC27,856$1.79M0.4%+30.5%0.068%
8/4/2025 Partners in Financial Planning19,449$1.25M0.2%-2.8%0.048%
8/4/2025 Ledyard National Bank5,862$376K0.0%-3.8%0.014%
8/4/2025 Assetmark Inc.941$60K0.0%-80.4%0.002%
8/4/2025 World Investment Advisors184,701$11.85M0.3%+14.2%0.453%
8/4/2025 Beirne Wealth Consulting Services LLC305,510$19.59M6.4%-9.2%0.749%
8/1/2025 Strategic Financial Services Inc.3,821,219$245.06M13.2%+2.5%9.366%
8/1/2025 Envestnet Asset Management Inc.496,049$31.81M0.0%+9.9%1.216%
7/31/2025 Wealthfront Advisers LLC6,934$445K0.0%N/A0.017%
7/31/2025 Forte Asset Management LLC113,322$7.27M3.7%+3.8%0.278%
7/31/2025 AlTi Global Inc.92,851$5.96M0.1%-35.9%0.228%
7/31/2025 Cardinal Point Capital Management ULC697,614$44.74M3.5%+2.4%1.710%
7/30/2025 Phillips Financial Management LLC378,734$24.29M1.8%-2.7%0.928%
7/30/2025 Family Capital Trust Co161,174$10.34M3.6%-0.4%0.395%
7/29/2025 Planned Solutions Inc.19,185$1.23M0.5%+1.2%0.047%
7/29/2025 Signature Estate & Investment Advisors LLC107,992$6.93M0.2%-3.7%0.265%
7/29/2025 Foster & Motley Inc.206,060$13.22M0.8%-1.7%0.505%
7/29/2025 ShoreHaven Wealth Partners LLC78,573$5.04M2.1%-2.9%0.193%
7/28/2025 Pettinga Financial Advisors LLC442,817$28.40M6.2%-2.6%1.085%
7/28/2025 JGP Wealth Management LLC5,840$375K0.0%+7.5%0.014%
7/25/2025 RHS Financial LLC64,957$4.17M2.4%+25.3%0.159%
7/25/2025 CWM LLC93,533$6.00M0.0%+0.3%0.229%
7/24/2025 JNBA Financial Advisors1,615$104K0.0%N/A0.004%
7/24/2025 JFS Wealth Advisors LLC22,084$1.42M0.1%-7.5%0.054%
7/24/2025 Stonebridge Financial Group LLC189,150$12.13M1.2%-13.2%0.464%
7/24/2025 Capital Advisors Ltd. LLC4,911$315K0.0%-3.8%0.012%
7/24/2025 Edge Financial Advisors LLC24,380$1.56M0.8%N/A0.060%
7/23/2025 Columbus Macro LLC4,143$266K0.0%N/A0.010%
7/23/2025 Heck Capital Advisors LLC79,122$5.07M0.4%N/A0.194%
7/22/2025 Grimes & Company Inc.42,585$2.73M0.1%-1.9%0.104%
7/22/2025 Ergawealth Advisors Inc.5,082$326K0.1%-22.7%0.012%
7/18/2025 EWA LLC508,281$32.60M10.3%+3.8%1.246%
7/18/2025 Parsons Capital Management Inc. RI5,835$374K0.0%+3.1%0.014%
7/18/2025 SigFig Wealth Management LLC1,978,894$126.04M4.2%+0.1%4.850%
7/17/2025 Halbert Hargrove Global Advisors LLC3,401,663$218.15M11.4%+0.3%8.368%
7/17/2025 LifeGoal Wealth Advisors155,356$9.96M9.5%+34.1%0.382%
7/17/2025 HB Wealth Management LLC122,769$7.87M0.1%-17.1%0.302%
7/17/2025 Baron Silver Stevens Financial Advisors LLC11,218$719K0.1%+81.2%0.028%
7/17/2025 Nova R Wealth Inc.100,637$6.45M3.0%+0.3%0.248%
7/17/2025 Sterneck Capital Management LLC93,636$6.01M3.0%-0.2%0.230%
7/16/2025 Twelve Points Wealth Management LLC10,471$672K0.2%-1.5%0.026%
7/16/2025 Plancorp LLC1,742,913$111.77M3.9%+9.4%4.288%
7/15/2025 Cora Capital Advisors LLC485,100$31.11M13.9%+0.5%1.193%
7/15/2025 Affinity Wealth Management LLC650,407$41.71M6.7%-0.5%1.600%
7/15/2025 RVW Wealth LLC45,015$2.89M0.2%-0.8%0.111%
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The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.tc pixel

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7/14/2025 Conrad Siegel Investment Advisors Inc.369,031$23.67M5.3%-10.2%0.908%
7/14/2025 Acropolis Investment Management LLC229,860$14.74M0.8%+10.6%0.565%
7/14/2025 Physician Wealth Advisors Inc.39,249$2.52M0.4%+2.4%0.097%
7/11/2025 Ullmann Wealth Partners Group LLC1,463,380$93.85M11.1%-3.8%3.600%
7/11/2025 Farther Finance Advisors LLC85,928$5.51M0.1%+1.0%0.211%
7/11/2025 Kaydan Wealth Management Inc.12,950$830K0.3%-7.1%0.032%
7/10/2025 Wealth Enhancement Advisory Services LLC212,946$13.83M0.0%+2.2%0.524%
7/9/2025 Intelligence Driven Advisers LLC23,381$1.50M0.2%+34.8%0.058%
7/9/2025 Graves Light Lenhart Wealth Inc.3,239$208K0.0%N/A0.008%
7/9/2025 GSG Advisors LLC25,992$1.67M0.5%-11.8%0.064%
(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, 189 institutional investors and hedge funds held shares of iShares U.S. Equity Factor ETF. The most heavily invested institutionals were Strategic Financial Services Inc. ($245.06M), Halbert Hargrove Global Advisors LLC ($218.15M), Strategic Financial Services Inc ($204.21M), Tolleson Wealth Management Inc. ($134.66M), SigFig Wealth Management LLC ($126.04M), Plancorp LLC ($111.77M), and Wells Fargo & Company MN ($111.68M).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 156 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: Integrated Wealth Concepts LLC ($1.16M), Ullmann Wealth Partners Group LLC ($924.71K), JPMorgan Chase & Co. ($879.71K), Ameriprise Financial Inc. ($705.74K), Affinity Wealth Management LLC ($653.68K), Atomi Financial Group Inc. ($620.39K), and Kestra Investment Management LLC ($478.10K).

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

Institutional investors have bought a total of 8,596,518 shares in the last 24 months. This purchase volume represents approximately $515.20M in transactions.

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

Of the 91 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 ($337.29K), Stokes Family Office LLC ($300.35K), Phillips Financial Management LLC ($156.05K), Wealth Enhancement Advisory Services LLC ($143.86K), Tolleson Wealth Management Inc. ($115.11K), and JPMorgan Chase & Co. ($109.65K).

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

Institutional investors have sold a total of 2,678,745 shares in the last 24 months. This volume of shares sold represents approximately $162.62M in transactions.


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This page (NYSEARCA:LRGF) was last updated on 8/23/2025 by MarketBeat.com Staff
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