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

iShares U.S. Equity Factor ETF logo
$75.02 0.00 (0.00%)
As of 05/22/2026 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)
132
Total
Institutional Inflows
(last 12 months)
$514.49M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$274.71M
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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
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%
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%
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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%
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%
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%
2/9/2026 Kingsview Wealth Management LLC68,695$4.77M0.1%-1.8%0.152%
2/9/2026 Key Financial Inc860$60K0.0%N/A0.002%
2/9/2026 Strategic Financial Services Inc.3,912,625$272.79M12.7%+2.7%8.637%
2/9/2026 Bellwether Advisors LLC11,669$810K0.1%+13.0%0.026%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
2/9/2026 Kestra Investment Management LLC569,266$39.52M1.0%+8.2%1.257%
2/9/2026 Clearwater Capital Advisors LLC1,067,964$74.15M6.2%+0.5%2.358%
2/6/2026 Axxcess Wealth Management LLC10,598$736K0.0%N/A0.023%
2/6/2026 Addison Advisors LLC67,177$4.66M1.0%-1.6%0.148%
2/6/2026 Signature Estate & Investment Advisors LLC72,372$5.03M0.1%-31.8%0.160%
2/6/2026 IFP Advisors Inc2,763$192K0.0%+1,845.8%0.006%
2/6/2026 HighTower Advisors LLC164,706$11.44M0.0%-1.4%0.364%
2/5/2026 AlphaCore Capital LLC5,493$381K0.0%N/A0.012%
2/5/2026 Plancorp LLC1,865,077$129.49M3.9%+3.2%4.117%
2/5/2026 Cardinal Point Capital Management ULC741,187$51.46M3.4%+2.6%1.636%


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), Wells Fargo & Company MN ($180.62M), SigFig Wealth Management LLC ($175.63M), Tolleson Wealth Management Inc. ($134.66M), Plancorp LLC ($129.49M), and Ullmann Wealth Partners Group LLC ($85.30M).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: 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), Kestra Investment Management LLC ($569.27K), and SigFig Wealth Management LLC ($556.01K).

Institutional investors have bought a total of 7,658,073 shares in the last 24 months. This purchase volume represents approximately $514.49M in transactions.

Of the 95 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 ($304.72K), JPMorgan Chase & Co. ($252.03K), Stokes Family Office LLC ($248.20K), and DDFG Inc ($191.54K).

Institutional investors have sold a total of 4,092,863 shares in the last 24 months. This volume of shares sold represents approximately $274.71M in transactions.


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This page (NYSEARCA:LRGF) was last updated on 5/25/2026 by MarketBeat.com Staff.
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