Go Pro
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free LRGF Stock Alerts

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

iShares U.S. Equity Factor ETF logo
$78.94 +0.79 (+1.01%)
As of 01:21 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$519.58M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$236.18M
Get LRGF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Equity Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

LRGF Institutional Buying and Selling by Quarter

iShares U.S. Equity Factor ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP21,611$1.63M0.0%-82.6%0.046%
8/24/2026 Strategic Financial Services Inc.3,975,040$300.63M13.2%-0.4%8.440%
8/23/2026 Ameritas Advisory Services LLC18,009$1.36M0.0%N/A0.038%
8/23/2026 Endeavor Private Wealth Inc.3,414$258K0.1%+6.6%0.007%
8/23/2026 HB Wealth Management LLC135,999$10.29M0.1%-2.4%0.289%
8/22/2026 Concurrent Investment Advisors LLC2,933$222K0.0%N/A0.006%
8/17/2026 Blue Edge Capital LLC161,885$11.01M1.3%N/A0.344%
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%
6/3/2026 Parallel Advisors LLC160,291$10.58M0.2%+6.0%0.355%
6/3/2026 NewEdge Advisors LLC26,343$1.74M0.0%+67.1%0.058%
5/19/2026 NewEdge Advisors LLC26,305$1.74M0.0%+66.9%0.058%
5/19/2026 Bank of America Corp DE247,723$16.35M0.0%-66.1%0.549%
5/18/2026 Royal Bank of Canada114,447$7.55M0.0%+11.7%0.253%
5/16/2026 Quantinno Capital Management LP76,268$5.03M0.0%-47.4%0.169%
5/15/2026 Intelligence Driven Advisers LLC23,461$1.55M0.3%+8.4%0.052%
5/14/2026 Compound Planning Inc.778,056$51.35M1.6%-2.4%1.723%
5/14/2026 Modern Wealth Management LLC1,051,355$69.83M1.2%+22.7%2.329%
5/13/2026 Cetera Investment Advisers21,674$1.43M0.0%-2.5%0.048%
5/13/2026 Clearwater Capital Advisors LLC1,128,442$74.48M6.0%+5.7%2.499%
5/12/2026 Bellwether Advisors LLC11,241$742K0.1%-3.7%0.025%
5/8/2026 Maimon Wealth Management LTD.27,905$1.79M1.6%+30.2%0.062%
5/7/2026 AlTi Global Inc.93,727$6.19M0.1%-1.2%0.208%
5/7/2026 Parallel Advisors LLC160,291$10.58M0.2%+6.0%0.355%
5/6/2026 Frontier Asset Management LLC8,064$532K0.1%N/A0.018%
5/5/2026 Geneos 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%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
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%
3/17/2026 Rockefeller 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%
3/9/2026 Corient Private Wealth LLC126,346$8.77M0.0%-1.3%0.279%
2/19/2026 BFI Wealth Solutions LLC28,436$1.97M1.9%N/A0.063%
2/19/2026 Compound Planning Inc.797,455$55.37M1.6%-0.5%1.760%
2/19/2026 Axxcess Wealth Management LLC10,598$736K0.0%N/A0.023%
2/19/2026 Corient Private Wealth LLC1,526,229$105.97M0.1%+1,092.7%3.369%
2/18/2026 Mercer Global Advisors Inc. ADV3,203$222K0.0%N/A0.007%
2/18/2026 Hershey Financial Advisers LLC24,744$1.72M1.5%N/A0.055%
2/18/2026 Stokes Family Office LLC47,247$3.28M0.3%-5.2%0.104%
2/18/2026 Obsido Oy159,945$11.11M6.8%+6.1%0.353%
2/18/2026 Evolve Private Wealth LLC121,259$8.42M0.5%N/A0.268%
2/17/2026 AQR Capital Management LLC78,506$5.45M0.0%+7.0%0.173%
2/17/2026 Cetera Investment Advisers22,223$1.54M0.0%+0.9%0.049%
2/17/2026 Osaic Holdings Inc.553,157$38.41M0.1%-1.5%1.221%
2/17/2026 KM Capital Management Ltd.90,582$6.29M3.3%+0.2%0.200%
2/17/2026 Captrust Financial Advisors91,159$6.33M0.0%+1.6%0.201%
2/17/2026 &PARTNERS10,180$707K0.0%-39.5%0.022%
2/17/2026 Royal 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%
2/16/2026 Focus Partners Wealth533,029$37.01M0.0%-0.9%1.177%
2/13/2026 Kestra Advisory Services LLC11,687$811K0.0%+10.9%0.026%
2/13/2026 CreativeOne Wealth LLC7,565$525K0.0%-2.8%0.017%
2/13/2026 Wright Wealth LLC3,583$249K0.2%N/A0.008%
2/13/2026 AlTi Global Inc.94,839$6.59M0.1%-2.7%0.209%
2/13/2026 Stifel Financial Corp24,516$1.70M0.0%+6.7%0.054%
2/13/2026 Magnolia Capital Advisors LLC37,803$2.63M0.6%+21.6%0.083%
2/13/2026 Integrated Wealth Concepts LLC212,954$14.79M0.2%-80.0%0.470%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC584$41K0.0%N/A0.001%
2/13/2026 Wells 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%
2/12/2026 Timmons Wealth Management LLC810$56K0.1%N/A0.002%
2/12/2026 Jane 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%
2/12/2026 StoneX 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%
2/12/2026 Colonial 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%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
2/12/2026 Wescott 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%
2/11/2026 Stonebrook Private Inc.3,935$273K0.1%+31.8%0.009%
2/11/2026 Cerity Partners LLC50,117$3.48M0.0%-2.7%0.111%
2/11/2026 LPL Financial LLC380,893$26.45M0.0%+15.1%0.841%
2/11/2026 O Shaughnessy Asset Management LLC4,232$294K0.0%-9.7%0.009%
2/11/2026 JPMorgan Chase & Co.1,045,948$72.62M0.0%-2.7%2.309%
2/11/2026 XML Financial LLC6,902$479K0.0%N/A0.015%
2/11/2026 Parallel 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%


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), 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 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: 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 SigFig Wealth Management LLC ($556.01K).

Institutional investors have bought a total of 7,405,295 shares in the last 24 months. This purchase volume represents approximately $519.58M in transactions.

Of the 81 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 3,467,637 shares in the last 24 months. This volume of shares sold represents approximately $236.18M 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 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel