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

iShares U.S. Equity Factor ETF logo
$79.28 -0.07 (-0.09%)
As of 10:58 AM 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)
$564.07M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$227.88M
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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%
6/3/2026 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%
5/19/2026Bank 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%
5/15/2026 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%
5/14/2026Modern 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%
5/12/2026Bellwether 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%
4/27/2026World 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%
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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%
3/13/2026World 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%
2/18/2026Obsido 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%
2/17/2026 Cetera 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%
2/16/2026 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%
2/13/2026CreativeOne 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%
2/13/2026Magnolia 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%
2/13/2026UBS 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%
2/12/2026 Timmons 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%
2/12/2026 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%
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%
2/11/2026Stonebrook Private Inc.3,935$273K0.1%+31.8%0.009%
2/11/2026Cerity Partners LLC50,117$3.48M0.0%-2.7%0.111%
2/11/2026 LPL Financial LLC380,893$26.45M0.0%+15.1%0.841%
2/11/2026O Shaughnessy Asset Management LLC4,232$294K0.0%-9.7%0.009%
2/11/2026 JPMorgan Chase & Co.1,045,948$72.62M0.0%-2.7%2.309%
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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%
2/10/2026 ShoreHaven Wealth Partners LLC77,074$5.35M1.9%-1.9%0.170%
2/10/2026 Northwestern 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%


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 176 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 8,131,908 shares in the last 24 months. This purchase volume represents approximately $564.07M 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 Gilbert Capital Group Inc. ($77.80K).

Institutional investors have sold a total of 3,360,117 shares in the last 24 months. This volume of shares sold represents approximately $227.88M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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