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

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+0.06 (+0.12%)
(As of 04/24/2024 ET)
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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)
76
Total
Institutional Inflows
(last 12 months)
$241.45M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$163.49M
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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
4/24/2024Family Capital Trust Co178,008$9.58M3.3%-4.0%0.509%
4/23/2024 Raymond James Financial Services Advisors Inc.119,220$6.42M0.0%-13.7%0.341%
4/22/2024 Parsons Capital Management Inc. RI23,124$1.24M0.1%-10.3%0.066%
4/20/2024 Dean Jacobson Financial Services LLC3,887$209K0.2%N/A0.011%
4/18/2024 Capital Advisors Ltd. LLC9,572$515K0.1%-13.3%0.027%
4/18/2024 Woodmont Investment Counsel LLC1,000$54K0.0%N/A0.003%
4/18/2024 RHS Financial LLC10,164$547K0.3%+23.5%0.029%
4/18/2024 Pettinga Financial Advisors LLC433,980$23.35M5.9%-43.0%1.242%
4/17/2024 Physician Wealth Advisors Inc.36,878$1.90M0.4%+2.9%0.106%
4/17/2024 Grimes & Company Inc.49,865$2.68M0.1%-2.0%0.143%
4/16/2024 Wealth Enhancement Advisory Services LLC364,060$19.59M0.1%-9.2%1.042%
4/12/2024 Kaydan Wealth Management Inc.16,381$881K0.3%-2.3%0.053%
4/12/2024 Anderson Hoagland & Co.4,197$221K0.0%-17.9%0.014%
4/11/2024 Market Street Wealth Management Advisors LLC59,715$3.21M0.6%-19.1%0.192%
4/10/2024 Conrad Siegel Investment Advisors Inc.433,578$23.33M6.8%N/A1.396%
4/9/2024 Mather Group LLC.2,130$115K0.0%N/A0.007%
4/8/2024 RVW Wealth LLC50,343$2.71M0.3%-1.3%0.162%
3/13/2024MONECO Advisors LLC18,193$879K0.2%N/A0.059%
2/16/2024Hobbs Group Advisors LLC42,694$2.06M0.9%N/A0.138%
2/14/2024Wescott Financial Advisory Group LLC106,294$5.13M0.7%-2.0%0.342%
2/13/2024Tower Research Capital LLC TRC 1,063$51K0.0%-86.8%0.003%
2/13/2024Carolinas Wealth Consulting LLC3,366$163K0.0%-10.9%0.011%
2/12/2024StoneX Group Inc.80,370$3.88M0.5%-0.7%0.259%
2/9/2024Wade Financial Advisory Inc201,789$9.74M3.7%+4.2%0.650%
2/9/2024EverSource Wealth Advisors LLC3,213$155K0.0%N/A0.010%
2/9/2024Keystone Financial Group4,557$220K0.0%-5.1%0.015%
2/9/2024Assetmark Inc.1,156$56K0.0%-52.0%0.004%
2/9/2024CreativeOne Wealth LLC351,951$17.00M1.1%+10.2%1.133%
2/9/2024Corient Private Wealth LLC195,859$9.46M0.0%+18.8%0.631%
2/9/2024Wells Fargo & Company MN1,673,610$80.82M0.0%+3.9%5.390%
2/8/2024SigFig Wealth Management LLC2,030,640$98.06M3.7%+0.2%6.540%
2/8/2024Kingsview Wealth Management LLC93,492$4.52M0.1%+28.7%0.301%
2/8/2024Strategic Financial Services Inc 4,228,807$204.21M14.4%-2.8%13.619%
2/7/2024JFS Wealth Advisors LLC35,925$1.74M0.1%+344.3%0.116%
2/7/2024Cary Street Partners Investment Advisory LLC8,118$392K0.0%+4,675.3%0.026%
2/7/2024Concourse Financial Group Securities Inc.599$29K0.0%+49.8%0.002%
2/7/2024Wealthspire Advisors LLC69,149$3.34M0.0%-4.9%0.223%
2/7/2024Clearwater Capital Advisors LLC1,071,642$51.75M5.8%-0.2%3.451%
2/6/2024ShoreHaven Wealth Partners LLC436,066$21.06M12.8%+8.4%1.404%
2/6/2024 Signature Resources Capital Management LLC11,358$548K0.5%N/A0.037%
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2/6/2024Bellevue Asset Management LLC1,220$59K0.0%-45.0%0.004%
2/6/2024Stokes Family Office LLC1,302,089$62.88M8.5%+7.7%4.194%
2/5/2024MONECO Advisors LLC18,338$886K0.2%N/A0.059%
2/5/2024 Cora Capital Advisors LLC442,788$21.38M12.6%+9.6%1.426%
2/2/2024Addison Advisors LLC81,880$3.95M1.5%-5.6%0.264%
2/2/2024Magnolia Capital Advisors LLC15,461$772K0.6%+3.7%0.050%
2/1/2024 Foster & Motley Inc.221,041$10.67M0.8%+4.9%0.712%
2/1/2024 CWM LLC20,468$988K0.0%+81.4%0.066%
1/31/2024Forte Asset Management LLC109,266$5.28M3.6%-9.6%0.352%
1/31/2024Tranquility Partners LLC12,843$620K0.3%-8.7%0.041%
1/31/2024Goodman Advisory Group LLC17,798$859K0.3%+34.5%0.057%
1/30/2024Capital Analysts LLC5,576$269K0.0%N/A0.018%
1/30/2024 Market Street Wealth Management Advisors LLC73,837$3.57M0.7%-84.9%0.238%
1/29/2024ORG Partners LLC838$40K0.0%+171.2%0.003%
1/26/2024Cerity Partners LLC120,075$5.80M0.0%-21.1%0.387%
1/25/2024 International Assets Investment Management LLC8,113$392K0.0%N/A0.026%
1/25/2024 Phillips Financial Management LLC670,227$32.37M2.8%-21.4%2.159%
1/24/2024 Grimes & Company Inc.50,866$2.46M0.1%-1.4%0.164%
1/24/2024Allworth Financial LP49,370$2.38M0.0%+24.7%0.159%
1/24/2024 International Assets Investment Management LLC8,113$392K0.0%N/A0.026%
1/24/2024 Halbert Hargrove Global Advisors LLC455,886$22.02M1.5%+28.3%1.468%
1/23/2024 Physician Wealth Advisors Inc.35,843$1.77M0.4%N/A0.115%
1/19/2024 Nova R Wealth Inc.99,597$4.81M3.0%+0.7%0.321%
1/18/2024 RHS Financial LLC8,229$397K0.3%-3.1%0.027%
1/18/2024 Pettinga Financial Advisors LLC760,742$36.74M9.9%-2.2%2.450%
1/18/2024Planned Solutions Inc.14,804$715K0.3%N/A0.048%
1/17/2024Flagship Private Wealth LLC4,193$202K0.2%N/A0.014%
1/16/2024 Raymond James Financial Services Advisors Inc.138,189$6.67M0.0%+0.6%0.445%
1/16/2024 Raymond James & Associates12,249$592K0.0%-25.7%0.039%
1/16/2024 Acropolis Investment Management LLC195,593$9.45M0.7%+15.6%0.630%
1/16/2024Sterneck Capital Management LLC100,149$4.84M3.1%-5.6%0.323%
1/16/2024HB Wealth Management LLC169,119$8.17M0.1%-12.0%0.545%
1/12/2024 Twelve Points Wealth Management LLC10,468$506K0.2%-29.6%0.034%
1/12/2024 Cedar Brook Financial Partners LLC125,477$6.08M1.3%+2.5%0.404%
1/12/2024Cardinal Point Capital Management ULC570,032$27.53M6.7%+1.2%1.836%
1/11/2024Ullmann Wealth Partners Group LLC1,357,318$65.55M10.7%+9.9%4.371%
1/11/2024 BKM Wealth Management LLC2,254$109K0.0%N/A0.007%
1/11/2024 GSG Advisors LLC29,301$1.39M0.5%+4.6%0.094%
1/11/2024 BKM Wealth Management LLC2,254$109K0.0%N/A0.007%
1/10/2024Dfpg Investments LLC48,569$2.31M0.2%-20.0%0.156%
1/8/2024 RVW Wealth LLC50,991$2.46M0.3%-9.1%0.164%
11/16/2023First Foundation Advisors28,922$1.25M0.1%-8.3%0.093%
11/15/2023Integrated Wealth Concepts LLC698,078$30.24M0.5%+1,620.1%2.248%
11/14/2023Tower Research Capital LLC TRC8,031$348K0.0%+2,622.4%0.026%
11/14/2023Sterneck Capital Management LLC106,122$4.60M3.1%-8.6%0.342%
11/14/2023Parkside Financial Bank & Trust8,349$362K0.1%-6.7%0.027%
11/13/2023LPL Financial LLC152,444$6.60M0.0%+72.6%0.491%
11/13/2023Stokes Family Office LLC1,208,519$52.35M6.1%+23.9%3.892%
11/13/2023Envestnet Portfolio Solutions Inc.5,328$231K0.0%N/A0.017%
11/13/2023Kestra Advisory Services LLC5,186$225K0.0%N/A0.017%
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11/13/2023PNC Financial Services Group Inc.2,449$106K0.0%-50.5%0.008%
11/9/2023 Phillips Financial Management LLC852,485$36.93M3.5%-7.3%2.746%
11/9/2023Citigroup Inc.75,818$3.28M0.0%-20.7%0.244%
11/8/2023HighTower Advisors LLC230,586$9.99M0.0%-0.4%0.743%
11/8/2023Plancorp LLC1,359,292$58.89M3.2%+3.5%4.378%
11/8/2023Janney Montgomery Scott LLC7,137$309K0.0%-6.6%0.023%
11/8/2023Ledyard National Bank6,034$261K0.0%-3.9%0.019%
11/7/2023Kingsview Wealth Management LLC72,645$3.15M0.1%+3.1%0.234%
11/7/2023Addison Advisors LLC86,751$3.76M1.7%-0.5%0.279%
11/6/2023Wealthspire Advisors LLC72,677$3.15M0.1%-5.1%0.234%
(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, 156 institutional investors and hedge funds held shares of iShares U.S. Equity Factor ETF. The most heavily invested institutionals were Strategic Financial Services Inc ($204.21M), SigFig Wealth Management LLC ($98.06M), Wells Fargo & Company MN ($80.82M), Tolleson Wealth Management Inc. ($71.30M), Ullmann Wealth Partners Group LLC ($65.55M), Bank of America Corp DE ($64.07M), and Stokes Family Office LLC ($62.88M).Learn more on LRGF's institutional investors.

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

Of the 130 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: Stokes Family Office LLC ($1.50M), Ullmann Wealth Partners Group LLC ($1.36M), Pettinga Financial Advisors LLC ($867.18K), Market Street Wealth Management Advisors LLC ($674.51K), Integrated Wealth Concepts LLC ($659.62K), Cardinal Point Wealth Management Partners LLC ($564.52K), 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 12,717,655 shares in the last 24 months. This purchase volume represents approximately $533.61M in transactions.

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

Of the 99 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: Phillips Financial Management LLC ($661.22K), Market Street Wealth Management Advisors LLC ($614.80K), Cardinal Point Capital Management ULC ($581.51K), Stokes Family Office LLC ($486.55K), Pettinga Financial Advisors LLC ($433.20K), First Ascent Asset Management LLC ($422.92K), and Strategic Financial Services Inc ($385.99K).

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

Institutional investors have sold a total of 5,653,270 shares in the last 24 months. This volume of shares sold represents approximately $245.22M in transactions.


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This page (NYSEARCA:LRGF) was last updated on 4/25/2024 by MarketBeat.com Staff

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