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

iShares U.S. Equity Factor ETF logo
$75.25 +0.07 (+0.09%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$590.70M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$264.82M
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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
7/10/2026 Annex Advisory Services LLC2,839,647$214.76M3.7%+108.5%6.113%
7/10/2026 JFS Wealth Advisors LLC2,582$195K0.0%-27.7%0.006%
7/9/2026 Pettinga Financial Advisors LLC402,597$30.45M4.9%-3.2%0.867%
7/9/2026 Everpar Advisors LLC48,653$3.68M1.0%+10.9%0.105%
7/8/2026 LifeGoal Investments LLC295,859$22.38M10.2%+18.2%0.637%
7/8/2026 RVW Wealth LLC44,554$3.37M0.2%-1.0%0.096%
7/7/2026 JGP Wealth Management LLC12,714$962K0.1%+23.2%0.027%
7/6/2026 Stonebridge Financial Group LLC214,927$16.26M1.2%+1.9%0.463%
6/3/2026Parallel Advisors LLC160,291$10.58M0.2%+6.0%0.355%
6/3/2026NewEdge Advisors LLC26,343$1.74M0.0%+67.1%0.058%
5/19/2026NewEdge Advisors LLC26,305$1.74M0.0%+66.9%0.058%
5/19/2026Bank of America Corp DE247,723$16.35M0.0%-66.1%0.549%
5/18/2026Royal Bank of Canada114,447$7.55M0.0%+11.7%0.253%
5/16/2026Quantinno Capital Management LP76,268$5.03M0.0%-47.4%0.169%
5/15/2026Intelligence Driven Advisers LLC23,461$1.55M0.3%+8.4%0.052%
5/14/2026Compound Planning Inc.778,056$51.35M1.6%-2.4%1.723%
5/14/2026Modern Wealth Management LLC1,051,355$69.83M1.2%+22.7%2.329%
5/13/2026Cetera Investment Advisers21,674$1.43M0.0%-2.5%0.048%
5/13/2026Clearwater Capital Advisors LLC1,128,442$74.48M6.0%+5.7%2.499%
5/12/2026Bellwether Advisors LLC11,241$742K0.1%-3.7%0.025%
5/8/2026Maimon Wealth Management LTD.27,905$1.79M1.6%+30.2%0.062%
5/7/2026AlTi Global Inc.93,727$6.19M0.1%-1.2%0.208%
5/7/2026Parallel Advisors LLC160,291$10.58M0.2%+6.0%0.355%
5/6/2026Frontier Asset Management LLC8,064$532K0.1%N/A0.018%
5/5/2026Geneos Wealth Management Inc.1,385$91K0.0%-17.4%0.003%
5/2/2026Diversify 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%
4/30/2026Kestra 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%
4/27/2026HB Wealth Management LLC139,397$9.20M0.1%-0.7%0.317%
4/27/2026World Investment Advisors217,819$14.38M0.2%+26.1%0.496%
4/27/2026Private 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%
4/22/2026DDFG Inc173,417$11.45M2.5%-52.5%0.395%
4/22/2026Janney Montgomery Scott LLC7,906$522K0.0%-46.8%0.018%
4/21/2026Foster & 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%
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4/18/2026Cora 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%
4/17/2026XML Financial LLC8,218$542K0.0%+19.1%0.019%
4/16/2026 Smith Salley Wealth Management18,832$1.24M0.1%-1.8%0.043%
4/16/2026Evolve 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%
3/13/2026World 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%
2/19/2026Axxcess 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%
2/18/2026Evolve 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%
2/16/2026MML Investors Services LLC10,927$759K0.0%+3.8%0.024%
2/16/2026Focus Partners Wealth533,029$37.01M0.0%-0.9%1.177%
2/13/2026Kestra 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%
2/13/2026Wealthspire 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%
2/12/2026Commonwealth 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%
2/12/2026Ullmann 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%
2/11/2026Janney 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%
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2/11/2026XML Financial LLC6,902$479K0.0%N/A0.015%
2/11/2026Parallel Advisors LLC151,188$10.50M0.2%+3.6%0.334%
2/11/2026Vise Technologies Inc.89,776$6.23M0.2%+44.0%0.198%
2/10/2026 ShoreHaven 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%
2/10/2026Savant Capital LLC4,028$280K0.0%N/A0.009%
2/9/2026Kingsview Wealth Management LLC68,695$4.77M0.1%-1.8%0.152%
2/9/2026Key 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%


LRGF Institutional Ownership - Frequently Asked Questions

During the previous two years, 213 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), Annex Advisory Services LLC ($214.76M), Wells Fargo & Company MN ($180.62M), SigFig Wealth Management LLC ($175.63M), Tolleson Wealth Management Inc. ($134.66M), and Plancorp LLC ($129.49M).Learn more on iShares U.S. Equity Factor ETF's institutional investors.

Of the 178 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: Annex Advisory Services LLC ($1.48M), Corient Private Wealth LLC ($1.40M), JPMorgan Chase & Co. ($879.71K), Modern Wealth Management LLC ($823.65K), Ameriprise Financial Inc. ($706.11K), Affinity Wealth Management LLC ($658.54K), and Kestra Investment Management LLC ($569.27K).

Institutional investors have bought a total of 8,547,204 shares in the last 24 months. This purchase volume represents approximately $590.70M in transactions.

Of the 90 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), Bank of America Corp DE ($487.07K), JPMorgan Chase & Co. ($252.03K), Stokes Family Office LLC ($248.20K), Ullmann Wealth Partners Group LLC ($246.69K), and DDFG Inc ($191.54K).

Institutional investors have sold a total of 3,936,039 shares in the last 24 months. This volume of shares sold represents approximately $264.82M in transactions.


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This page (NYSEARCA:LRGF) was last updated on 7/25/2026 by MarketBeat.com Staff.
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