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

iShares U.S. Equity Factor ETF logo
$60.19 -0.33 (-0.55%)
Closing price 05/23/2025 04:10 PM Eastern
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$60.05 -0.14 (-0.24%)
As of 05/23/2025 04:44 PM Eastern
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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)
108
Total
Institutional Inflows
(last 12 months)
$429.13M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$131.63M
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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
5/23/2025Strategic Financial Services Inc.3,726,234$215.67M12.6%+1.2%9.386%
5/20/2025 Focus Partners Wealth519,509$30.07M0.1%+1.1%1.309%
5/19/2025 Jane Street Group LLC35,266$2.04M0.0%N/A0.089%
5/16/2025 Signature Estate & Investment Advisors LLC112,160$6.49M0.2%-2.8%0.283%
5/16/2025 Goldman Sachs Group Inc.44,362$2.57M0.0%N/A0.112%
5/16/2025 Kestra Investment Management LLC436,674$25.27M0.8%+7.8%1.100%
5/16/2025 Jones Financial Companies Lllp550,697$31.87M0.0%+467.6%1.387%
5/16/2025 Tolleson Wealth Management Inc.1,884,073$109.05M21.0%+2.5%4.746%
5/16/2025 Plancorp LLC1,593,834$92.25M3.7%+5.1%4.015%
5/16/2025 NewEdge Advisors LLC15,352$889K0.0%-28.3%0.039%
5/16/2025 Integrated Wealth Concepts LLC1,112,960$64.42M0.8%+0.5%2.803%
5/16/2025 AQR Capital Management LLC68,668$3.98M0.0%+48.0%0.173%
5/16/2025 AlTi Global Inc.144,893$8.39M0.2%-8.5%0.365%
5/15/2025 Obsido Oy134,319$7.77M6.7%N/A0.338%
5/15/2025 Royal Bank of Canada89,500$5.18M0.0%-4.8%0.225%
5/15/2025 Baird Financial Group Inc.4,948$286K0.0%-53.4%0.012%
5/14/2025 CreativeOne Wealth LLC8,584$497K0.0%-16.4%0.022%
5/14/2025 Smartleaf Asset Management LLC801$46K0.0%+3,714.3%0.002%
5/14/2025 Northwestern Mutual Wealth Management Co.129,873$7.52M0.0%+42.3%0.327%
5/14/2025 Wescott Financial Advisory Group LLC83,789$4.85M0.5%-2.1%0.211%
5/14/2025 Compound Planning Inc.697,338$40.36M1.8%+12.4%1.757%
5/14/2025 Hobbs Group Advisors LLC36,563$2.12M0.8%-4.1%0.092%
5/14/2025 Ameriprise Financial Inc.753,740$43.63M0.0%+930.7%1.899%
5/14/2025 Flow Traders U.S. LLC44,378$2.57M0.1%N/A0.112%
5/13/2025 Raymond James Financial Inc.117,259$6.79M0.0%-7.2%0.295%
5/13/2025 DDFG Inc214,030$12.39M3.4%+39.2%0.539%
5/13/2025 HighTower Advisors LLC169,144$9.79M0.0%-5.6%0.429%
5/12/2025 Citigroup Inc.137,500$7.96M0.0%-0.7%0.349%
5/9/2025 Wealthspire Advisors LLC52,270$3.03M0.0%-8.5%0.133%
5/9/2025 Wade Financial Advisory Inc257,225$14.89M5.1%+7.6%0.653%
5/9/2025 Blair William & Co. IL891$52K0.0%-24.8%0.002%
5/9/2025 PNC Financial Services Group Inc.45,517$2.64M0.0%+2,876.9%0.116%
5/8/2025 Clearwater Capital Advisors LLC1,060,880$61.40M5.9%+2.5%2.693%
5/8/2025 RVW Wealth LLC45,380$2.63M0.2%-4.8%0.115%
5/8/2025 Foster & Motley Inc.209,594$12.13M0.8%-1.5%0.532%
5/8/2025 First Foundation Advisors17,632$1.02M0.0%-25.7%0.045%
5/7/2025 Bellwether Advisors LLC10,222$588K0.1%+3.2%0.026%
5/7/2025 LPL Financial LLC218,801$12.66M0.0%+26.9%0.555%
5/7/2025 HB Wealth Management LLC148,018$8.57M0.1%-2.6%0.376%
5/6/2025 Assetmark Inc.4,807$278K0.0%+223.1%0.012%
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5/6/2025 ShoreHaven Wealth Partners LLC80,960$4.69M2.2%-79.9%0.205%
5/6/2025 SFE Investment Counsel5,761$333K0.1%N/A0.015%
5/6/2025 Quadrant Private Wealth Management LLC14,554$842K0.2%+8.4%0.037%
5/5/2025 Diversify Advisory Services LLC50,504$2.90M0.2%-3.7%0.128%
5/2/2025 KM Capital Management Ltd.52,627$3.05M1.6%+4.7%0.134%
5/2/2025 Kingsview Wealth Management LLC67,972$3.93M0.1%-1.6%0.173%
5/2/2025 Pettinga Financial Advisors LLC454,532$26.31M6.2%+1.0%1.154%
5/1/2025 CWM LLC93,284$5.40M0.0%+11.5%0.237%
5/1/2025 Beirne Wealth Consulting Services LLC336,500$19.48M6.9%-0.3%0.854%
4/30/2025 Weil Company Inc.17,421$1.01M0.3%-6.9%0.044%
4/30/2025 Phillips Financial Management LLC389,048$22.52M1.7%-7.0%0.987%
4/30/2025 Allworth Financial LP47,139$2.67M0.0%-7.7%0.120%
4/30/2025 Partners in Financial Planning20,014$1.16M0.2%-2.3%0.051%
4/29/2025 Envestnet Asset Management Inc.451,364$26.13M0.0%+8.4%1.146%
4/29/2025 Forte Asset Management LLC109,217$6.32M3.2%+9.0%0.277%
4/29/2025 World Investment Advisors161,673$9.36M0.2%+0.4%0.410%
4/28/2025 Physician Wealth Advisors Inc.38,324$2.22M0.4%-4.6%0.097%
4/25/2025 Family Capital Trust Co161,844$9.37M3.4%-4.5%0.411%
4/25/2025 Smith Salley Wealth Management24,552$1.42M0.1%-4.9%0.062%
4/25/2025 Intelligence Driven Advisers LLC17,346$1.00M0.2%N/A0.044%
4/25/2025 Stonebridge Financial Group LLC218,026$12.62M1.3%+45.7%0.553%
4/24/2025 Money Concepts Capital Corp4,430$256K0.0%-16.0%0.011%
4/24/2025 Bartlett & CO. Wealth Management LLC6,347$367K0.0%N/A0.016%
4/23/2025 Nova R Wealth Inc.100,379$5.81M2.9%+0.2%0.255%
4/23/2025 Spire Wealth Management1,109$64K0.0%N/A0.003%
4/23/2025 Win Advisors Inc.31,864$1.84M0.9%N/A0.081%
4/23/2025 Ledyard National Bank6,094$353K0.0%+7.9%0.015%
4/22/2025 JFS Wealth Advisors LLC23,881$1.38M0.1%-61.6%0.061%
4/22/2025 EWA LLC489,646$28.34M10.5%+24.6%1.243%
4/21/2025 LifeGoal Wealth Advisors115,814$6.70M7.2%+92.7%0.294%
4/21/2025 Sterling Investment Counsel LLC7,631$442K0.2%N/A0.019%
4/21/2025 Marino Stram & Associates LLC6,474$375K0.1%+5.0%0.016%
4/18/2025 Market Street Wealth Management Advisors LLC38,893$2.25M0.4%-6.5%0.100%
4/18/2025 Halbert Hargrove Global Advisors LLC3,390,727$196.26M11.1%+1.2%8.705%
4/17/2025 Kaydan Wealth Management Inc.13,940$807K0.3%-5.8%0.036%
4/17/2025 Grimes & Company Inc.43,421$2.51M0.1%-1.1%0.111%
4/17/2025 Sowell Financial Services LLC8,976$520K0.0%N/A0.023%
4/17/2025 Janney Montgomery Scott LLC8,179$473K0.0%-4.3%0.021%
4/17/2025 Acropolis Investment Management LLC207,869$12.03M0.7%-2.3%0.534%
4/17/2025 RHS Financial LLC51,824$3M1.7%+69.8%0.133%
4/16/2025 Wealth Enhancement Advisory Services LLC208,283$12.06M0.0%-35.0%0.535%
4/15/2025 Capital Advisors Ltd. LLC5,104$295K0.0%-19.4%0.013%
4/15/2025 Parsons Capital Management Inc. RI5,662$328K0.0%-15.3%0.015%
4/14/2025 Farther Finance Advisors LLC85,041$4.94M0.1%-11.9%0.218%
4/14/2025 Flagship Private Wealth LLC4,525$262K0.1%+4.6%0.012%
4/11/2025 Cora Capital Advisors LLC482,805$27.95M13.4%+4.2%1.240%
4/11/2025 Affinity Wealth Management LLC653,675$37.84M7.0%+26.5%1.678%
4/11/2025 Ullmann Wealth Partners Group LLC1,521,408$88.06M11.7%-1.2%3.906%
4/10/2025 Retirement Planning Group LLC9,932$575K0.0%-21.2%0.025%
4/9/2025 Planned Solutions Inc.18,952$1.10M0.4%+9.1%0.049%
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4/9/2025 Merit Financial Group LLC13,897$804K0.0%+140.0%0.036%
4/9/2025 SigFig Wealth Management LLC1,976,940$113.73M4.1%+0.2%5.076%
4/9/2025 JGP Wealth Management LLC5,435$315K0.0%+15.7%0.014%
4/8/2025 Conrad Siegel Investment Advisors Inc.411,094$23.79M6.1%+2.1%1.055%
4/8/2025 Sterneck Capital Management LLC93,814$5.43M2.9%-0.4%0.241%
4/8/2025 Parallel Advisors LLC99,754$5.77M0.1%+3.4%0.256%
3/17/2025 Wealth Enhancement Advisory Services LLC320,499$19.34M0.0%-2.8%0.831%
2/18/2025 Pettinga Financial Advisors LLC450,127$27.17M6.1%-1.3%1.257%
2/18/2025 Retirement Planning Group LLC12,609$761K0.0%+40.2%0.035%
2/17/2025 Tolleson Wealth Management Inc.1,837,506$110.89M22.7%-5.9%5.133%
(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, 182 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 LRGF's institutional investors.

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

Of the 145 institutional investors that purchased iShares U.S. Equity Factor ETF 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 12,915,489 shares in the last 24 months. This purchase volume represents approximately $686.70M in transactions.

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

Of the 109 institutional investors that sold iShares U.S. Equity Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stokes Family Office LLC ($789.84K), Cardinal Point Capital Management ULC ($581.51K), Strategic Financial Services Inc. ($513.64K), CreativeOne Wealth LLC ($467.43K), Market Street Wealth Management Advisors LLC ($454.89K), Phillips Financial Management LLC ($394.71K), and Pettinga Financial Advisors LLC ($382.58K).

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

Institutional investors have sold a total of 5,918,604 shares in the last 24 months. This volume of shares sold represents approximately $310.70M in transactions.


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This page (NYSEARCA:LRGF) was last updated on 5/24/2025 by MarketBeat.com Staff
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