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

iShares U.S. Equity Factor ETF logo
$79.55 -0.04 (-0.05%)
Closing price 04:10 PM Eastern
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$79.58 +0.03 (+0.03%)
As of 07:30 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)
118
Total
Institutional Inflows
(last 12 months)
$791.25M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$237.42M
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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
10/13/2026JGP Wealth Management LLC13,908$1.08M0.1%N/A0.029%
10/9/2026Intelligence Driven Advisers LLC22,828$1.78M0.3%N/A0.048%
10/9/2026LifeGoal Investments LLC317,596$24.73M7.6%+7.3%0.674%
10/9/2026Market Street Wealth Management Advisors LLC25,411$1.98M0.3%N/A0.054%
10/9/2026Acropolis Investment Management LLC359,850$28.01M1.1%N/A0.763%
10/8/2026Conrad Siegel Investment Advisors Inc.501,340$39.03M6.3%N/A1.063%
10/8/2026Farther Finance Advisors LLC40,720$3.17M0.0%-22.7%0.086%
10/8/2026Kaydan Wealth Management Inc.11,666$908K0.3%-3.3%0.025%
10/7/2026Wealth Enhancement Trust Services Inc.5,160$402K0.0%-10.9%0.011%
10/7/2026SigFig Wealth Management LLC2,860,041$222.65M5.6%N/A6.059%
10/6/2026RVW Wealth LLC44,554$3.47M0.2%N/A0.094%
10/2/2026 Versant Capital Management Inc8,055$627K0.1%N/A0.017%
10/1/2026 Stonebridge Financial Group LLC218,606$17.02M1.2%+1.7%0.460%
9/23/2026Envestnet Asset Management Inc.698,956$52.86M0.0%+6.1%1.471%
9/9/2026Integrated Wealth Concepts LLC681,028$51.51M0.3%+0.7%1.446%
9/9/2026IFP Advisors Inc3,535$267K0.0%+942.8%0.008%
9/8/2026Allworth Financial LP39,601$3.00M0.0%-6.3%0.084%
9/4/2026Parkside Financial Bank & Trust7,238$547K0.0%-4.7%0.015%
8/27/2026Corient Private Wealth LP21,611$1.63M0.0%-82.6%0.046%
8/24/2026Strategic Financial Services Inc.3,975,040$300.63M13.2%-0.4%8.440%
8/23/2026Ameritas Advisory Services LLC18,009$1.36M0.0%N/A0.038%
8/23/2026Endeavor Private Wealth Inc.3,414$258K0.1%+6.6%0.007%
8/23/2026HB Wealth Management LLC135,999$10.29M0.1%-2.4%0.289%
8/22/2026Concurrent Investment Advisors LLC2,933$222K0.0%N/A0.006%
8/17/2026Blue Edge Capital LLC161,885$11.01M1.3%N/A0.344%
7/10/2026Annex Advisory Services LLC2,839,647$214.76M3.7%+108.5%6.113%
7/10/2026JFS Wealth Advisors LLC2,582$195K0.0%-27.7%0.006%
7/9/2026Pettinga Financial Advisors LLC402,597$30.45M4.9%-3.2%0.867%
7/9/2026Everpar Advisors LLC48,653$3.68M1.0%+10.9%0.105%
7/8/2026LifeGoal Investments LLC295,859$22.38M10.2%+18.2%0.637%
7/8/2026RVW Wealth LLC44,554$3.37M0.2%-1.0%0.096%
7/7/2026JGP 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%
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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%
5/1/2026Beirne 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%
4/28/2026Forte 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%
4/25/2026Physician Wealth Advisors Inc.49,322$3.26M0.5%+3.3%0.112%
4/25/2026BetterWealth LLC3,756$248K0.0%N/A0.009%
4/23/2026Kohmann Bosshard Financial Services LLC8,743$577K0.0%N/A0.020%
4/23/2026EWA 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%
4/20/2026Cardinal Point Capital Management ULC731,889$48.31M3.0%-1.3%1.679%
4/18/2026Cora Capital Advisors LLC474,684$31.33M10.4%-8.3%1.078%
4/17/2026Halbert 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%
4/16/2026Smith 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%
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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%


LRGF Institutional Ownership - Frequently Asked Questions

During the previous two years, 216 institutional investors and hedge funds held shares of iShares U.S. Equity Factor ETF. The most heavily invested institutionals were Strategic Financial Services Inc. ($300.63M), Halbert Hargrove Global Advisors LLC ($239.35M), SigFig Wealth Management LLC ($222.65M), Annex Advisory Services LLC ($214.76M), Wells Fargo & Company MN ($180.62M), 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 181 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: SigFig Wealth Management LLC ($3.42M), 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), and Conrad Siegel Investment Advisors Inc. ($512.01K).

Institutional investors have bought a total of 10,806,870 shares in the last 24 months. This purchase volume represents approximately $791.25M in transactions.

Of the 82 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), Ullmann Wealth Partners Group LLC ($246.69K), DDFG Inc ($191.54K), JPMorgan Chase & Co. ($142.38K), and Corient Private Wealth LP ($102.67K).

Institutional investors have sold a total of 3,483,630 shares in the last 24 months. This volume of shares sold represents approximately $237.42M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:LRGF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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