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

iShares U.S. Equity Factor ETF logo
$72.79 +0.74 (+1.03%)
As of 04:10 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)
139
Total
Institutional Inflows
(last 12 months)
$607.21M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$260.03M
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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
5/5/2026Geneos Wealth Management Inc.1,385$91K0.0%-17.4%0.003%
5/2/2026 Diversify Wealth Management LLC52,646$3.76M0.1%N/A0.117%
5/1/2026 Beirne Wealth Consulting Services LLC266,900$17.62M5.0%-12.1%0.591%
4/30/2026 Kestra Advisory Services LLC18,366$1.21M0.0%+57.1%0.041%
4/28/2026 Forte Asset Management LLC83,634$5.52M2.4%-25.0%0.190%
4/27/2026 HB Wealth Management LLC139,397$9.20M0.1%-0.7%0.317%
4/27/2026 World Investment Advisors217,819$14.38M0.2%+26.1%0.496%
4/27/2026 Private Advisor Group LLC25,966$1.71M0.0%+108.4%0.059%
4/25/2026 Physician Wealth Advisors Inc.49,322$3.26M0.5%+3.3%0.112%
4/25/2026 BetterWealth LLC3,756$248K0.0%N/A0.009%
4/23/2026 Kohmann Bosshard Financial Services LLC8,743$577K0.0%N/A0.020%
4/23/2026 EWA LLC88,335$5.83M1.3%-87.9%0.201%
4/22/2026 DDFG Inc173,417$11.45M2.5%-52.5%0.395%
4/22/2026 Janney Montgomery Scott LLC7,906$522K0.0%-46.8%0.018%
4/21/2026 Foster & Motley Inc.226,286$14.94M0.8%+7.0%0.519%
4/20/2026 Cardinal Point Capital Management ULC731,889$48.31M3.0%-1.3%1.679%
4/18/2026 Cora Capital Advisors LLC474,684$31.33M10.4%-8.3%1.078%
4/17/2026 Halbert Hargrove Global Advisors LLC3,626,489$239.35M11.5%+1.9%8.233%
4/17/2026 XML Financial LLC8,218$542K0.0%+19.1%0.019%
4/16/2026 Smith Salley Wealth Management18,832$1.24M0.1%-1.8%0.043%
4/16/2026 Evolve Private Wealth LLC119,833$7.91M0.4%-1.2%0.272%
3/17/2026Rockefeller Capital Management L.P.509$35K0.0%+127.2%0.001%
3/13/2026 World Investment Advisors172,712$11.99M0.2%-4.5%0.381%
3/9/2026Corient Private Wealth LLC126,346$8.77M0.0%-1.3%0.279%
2/19/2026BFI Wealth Solutions LLC28,436$1.97M1.9%N/A0.063%
2/19/2026Compound Planning Inc.797,455$55.37M1.6%-0.5%1.760%
2/19/2026 Axxcess Wealth Management LLC10,598$736K0.0%N/A0.023%
2/19/2026Corient Private Wealth LLC1,526,229$105.97M0.1%+1,092.7%3.369%
2/18/2026Mercer Global Advisors Inc. ADV3,203$222K0.0%N/A0.007%
2/18/2026Hershey Financial Advisers LLC24,744$1.72M1.5%N/A0.055%
2/18/2026Stokes Family Office LLC47,247$3.28M0.3%-5.2%0.104%
2/18/2026Obsido Oy159,945$11.11M6.8%+6.1%0.353%
2/18/2026 Evolve Private Wealth LLC121,259$8.42M0.5%N/A0.268%
2/17/2026AQR Capital Management LLC78,506$5.45M0.0%+7.0%0.173%
2/17/2026Cetera Investment Advisers22,223$1.54M0.0%+0.9%0.049%
2/17/2026Osaic Holdings Inc.553,157$38.41M0.1%-1.5%1.221%
2/17/2026KM Capital Management Ltd.90,582$6.29M3.3%+0.2%0.200%
2/17/2026Captrust Financial Advisors91,159$6.33M0.0%+1.6%0.201%
2/17/2026&PARTNERS10,180$707K0.0%-39.5%0.022%
2/17/2026Royal Bank of Canada102,445$7.11M0.0%+5.0%0.226%
2/16/2026 MML Investors Services LLC10,927$759K0.0%+3.8%0.024%
2/16/2026Focus Partners Wealth533,029$37.01M0.0%-0.9%1.177%
2/13/2026 Kestra Advisory Services LLC11,687$811K0.0%+10.9%0.026%
2/13/2026CreativeOne Wealth LLC7,565$525K0.0%-2.8%0.017%
2/13/2026Wright Wealth LLC3,583$249K0.2%N/A0.008%
2/13/2026AlTi Global Inc.94,839$6.59M0.1%-2.7%0.209%
2/13/2026Stifel Financial Corp24,516$1.70M0.0%+6.7%0.054%
2/13/2026Magnolia Capital Advisors LLC37,803$2.63M0.6%+21.6%0.083%
2/13/2026Integrated Wealth Concepts LLC212,954$14.79M0.2%-80.0%0.470%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC584$41K0.0%N/A0.001%
2/13/2026Wells Fargo & Company MN2,601,518$180.62M0.0%+7.5%5.743%
2/13/2026 Wealthspire Advisors LLC47,833$3.32M0.0%-1.8%0.106%
2/12/2026Timmons Wealth Management LLC810$56K0.1%N/A0.002%
2/12/2026Jane Street Group LLC41,974$2.91M0.0%N/A0.093%
2/12/2026 Commonwealth Equity Services LLC126,788$8.80M0.0%-1.2%0.280%
2/12/2026StoneX Group Inc.68,572$4.76M0.2%+0.8%0.151%
2/12/2026 Pettinga Financial Advisors LLC485,038$33.68M6.4%+2.2%1.071%
2/12/2026Colonial Trust Advisors3,064$213K0.0%-7.0%0.007%
2/12/2026 Ullmann Wealth Partners Group LLC1,216,690$85.30M8.9%-13.5%2.686%
2/12/2026Wescott Financial Advisory Group LLC77,035$5.35M0.5%-2.3%0.170%
2/11/2026 Janney Montgomery Scott LLC14,861$1.03M0.0%+75.4%0.033%
2/11/2026Stonebrook Private Inc.3,935$273K0.1%+31.8%0.009%
2/11/2026Cerity Partners LLC50,117$3.48M0.0%-2.7%0.111%
2/11/2026LPL Financial LLC380,893$26.45M0.0%+15.1%0.841%
2/11/2026O Shaughnessy Asset Management LLC4,232$294K0.0%-9.7%0.009%
2/11/2026JPMorgan Chase & Co.1,045,948$72.62M0.0%-2.7%2.309%
2/11/2026 XML Financial LLC6,902$479K0.0%N/A0.015%
2/11/2026Parallel Advisors LLC151,188$10.50M0.2%+3.6%0.334%
2/11/2026 Vise Technologies Inc.89,776$6.23M0.2%+44.0%0.198%
2/10/2026ShoreHaven Wealth Partners LLC77,074$5.35M1.9%-1.9%0.170%
2/10/2026Northwestern Mutual Wealth Management Co.280,140$19.45M0.0%+12.5%0.618%
2/10/2026 Savant Capital LLC4,028$280K0.0%N/A0.009%
2/9/2026Kingsview Wealth Management LLC68,695$4.77M0.1%-1.8%0.152%
2/9/2026 Key Financial Inc860$60K0.0%N/A0.002%
2/9/2026Strategic Financial Services Inc.3,912,625$272.79M12.7%+2.7%8.637%
2/9/2026Bellwether Advisors LLC11,669$810K0.1%+13.0%0.026%
2/9/2026Kestra Investment Management LLC569,266$39.52M1.0%+8.2%1.257%
2/9/2026Clearwater Capital Advisors LLC1,067,964$74.15M6.2%+0.5%2.358%
2/6/2026 Axxcess Wealth Management LLC10,598$736K0.0%N/A0.023%
2/6/2026Addison Advisors LLC67,177$4.66M1.0%-1.6%0.148%
2/6/2026 Signature Estate & Investment Advisors LLC72,372$5.03M0.1%-31.8%0.160%
2/6/2026 IFP Advisors Inc2,763$192K0.0%+1,845.8%0.006%
2/6/2026HighTower Advisors LLC164,706$11.44M0.0%-1.4%0.364%
2/5/2026AlphaCore Capital LLC5,493$381K0.0%N/A0.012%
2/5/2026 Plancorp LLC1,865,077$129.49M3.9%+3.2%4.117%
2/5/2026 Cardinal Point Capital Management ULC741,187$51.46M3.4%+2.6%1.636%
2/4/2026 Summit Wealth Group LLC Co.31,145$2.16M0.3%N/A0.069%
2/4/2026 World Investment Advisors172,712$11.99M0.2%-4.5%0.381%
2/3/2026 EWA LLC728,527$50.58M12.3%+3.2%1.608%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC42,316$2.94M0.1%-0.5%0.093%
2/3/2026 International Assets Investment Management LLC959$67K0.0%N/A0.002%
2/3/2026 Retirement Planning Group LLC6,413$445K0.0%-35.8%0.014%
2/3/2026 Tranquility Partners LLC11,920$828K0.3%-5.5%0.026%
1/30/2026 Ares Financial Consulting LLC548$38K0.0%N/A0.001%
1/29/2026D.A. Davidson & CO.4,649$325K0.0%N/A0.011%
1/29/2026 Physician Wealth Advisors Inc.47,730$3.31M0.5%+4.4%0.108%
1/29/2026 Beirne Wealth Consulting Services LLC303,492$21.07M6.1%-0.6%0.687%
1/29/2026UBS Group AG37,539$2.61M0.0%+2.8%0.085%
1/28/2026 Cora Capital Advisors LLC517,867$35.96M14.0%+4.2%1.173%
1/28/2026 HB Wealth Management LLC140,339$9.74M0.1%-0.5%0.318%


LRGF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LRGF shares?

During the previous two years, 212 institutional investors and hedge funds held shares of iShares U.S. Equity Factor ETF. The most heavily invested institutionals were Strategic Financial Services Inc. ($272.79M), Halbert Hargrove Global Advisors LLC ($239.35M), Wells Fargo & Company MN ($180.62M), SigFig Wealth Management LLC ($175.63M), Tolleson Wealth Management Inc. ($134.66M), Plancorp LLC ($129.49M), and Ullmann Wealth Partners Group LLC ($85.30M).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 179 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: Corient Private Wealth LLC ($1.40M), JPMorgan Chase & Co. ($879.71K), Ameriprise Financial Inc. ($706.11K), Affinity Wealth Management LLC ($658.54K), Modern Wealth Management LLC ($629.12K), Atomi Financial Group Inc. ($620.39K), and Kestra Investment Management LLC ($569.27K).

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

Institutional investors have bought a total of 9,302,525 shares in the last 24 months. This purchase volume represents approximately $607.21M in transactions.

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

Of the 98 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: Integrated Wealth Concepts LLC ($899.83K), EWA LLC ($640.19K), ShoreHaven Wealth Partners LLC ($325.80K), Ullmann Wealth Partners Group LLC ($304.72K), JPMorgan Chase & Co. ($252.03K), Stokes Family Office LLC ($248.20K), and DDFG Inc ($191.54K).

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

Institutional investors have sold a total of 3,919,833 shares in the last 24 months. This volume of shares sold represents approximately $260.03M in transactions.


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This page (NYSEARCA:LRGF) was last updated on 5/5/2026 by MarketBeat.com Staff.
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