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

iShares U.S. Equity Factor ETF logo
$62.31 +0.48 (+0.78%)
As of 04:10 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)
75
Total
Institutional Inflows
(last 12 months)
$223.78M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$142.58M
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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
1/17/2025 Market Street Wealth Management Advisors LLC41,611$2.51M0.4%-8.4%0.116%
1/17/2025 Marino Stram & Associates LLC6,164$372K0.1%+10.1%0.017%
1/17/2025 Commons Capital LLC17,743$1.07M1.0%N/A0.050%
1/17/2025 Planned Solutions Inc.17,364$1.05M0.4%-3.4%0.049%
1/17/2025 Atomi Financial Group Inc.620,387$37.44M1.9%+28.5%1.733%
1/16/2025 Diversify Advisory Services LLC52,466$3.15M0.2%+11.1%0.147%
1/16/2025 Kaydan Wealth Management Inc.14,800$893K0.3%-7.5%0.041%
1/15/2025 HB Wealth Management LLC152,018$9.17M0.1%-0.9%0.425%
1/15/2025 Ullmann Wealth Partners Group LLC1,539,884$92.93M12.0%+0.9%4.301%
1/15/2025 JGP Wealth Management LLC4,696$283K0.0%+5.8%0.013%
1/14/2025 Acropolis Investment Management LLC212,734$12.84M0.8%-4.4%0.594%
1/14/2025 Cardinal Point Capital Management ULC675,164$40.75M6.5%+6.7%1.886%
1/13/2025 Conrad Siegel Investment Advisors Inc.402,574$24.30M6.5%-7.5%1.125%
1/8/2025 Sterneck Capital Management LLC94,173$5.68M3.1%-0.6%0.263%
1/3/2025 Versant Capital Management Inc12,962$782K0.2%+810.9%0.036%
12/26/2024JPMorgan Chase & Co.662,548$38.94M0.0%+4.4%1.851%
11/25/2024World Investment Advisors LLC153,014$8.99M0.2%+2.1%0.427%
11/25/2024Sanctuary Advisors LLC132,908$8.24M0.1%+21.1%0.371%
11/15/2024Goodman Advisory Group LLC22,937$1.35M0.4%+10.3%0.064%
11/15/2024EWA LLC379,083$23.26M8.4%-8.2%1.059%
11/15/2024MML Investors Services LLC121,227$7.13M0.0%+19.1%0.339%
11/15/2024Quantinno Capital Management LP9,223$542K0.0%N/A0.026%
11/15/2024Integrated Wealth Concepts LLC731,132$42.97M0.5%+19.3%2.042%
11/15/2024HighTower Advisors LLC229,902$13.51M0.0%-0.9%0.642%
11/15/2024Kestra Investment Management LLC375,104$22.05M0.9%+155.3%1.048%
11/14/2024 Acropolis Investment Management LLC222,479$13.08M0.8%-2.8%0.621%
11/14/2024Captrust Financial Advisors34,679$2.04M0.0%-4.4%0.097%
11/14/2024CreativeOne Wealth LLC10,944$643K0.0%-12.1%0.031%
11/13/2024FMR LLC5,434$319K0.0%+96.6%0.015%
11/12/2024Wescott Financial Advisory Group LLC87,401$5.14M0.6%-1.5%0.244%
11/12/2024StoneX Group Inc.70,888$4.17M0.4%-10.2%0.198%
11/12/2024Kingsview Wealth Management LLC68,087$4.00M0.1%-45.0%0.190%
11/12/2024Cerity Partners LLC51,633$3.03M0.0%+40.1%0.144%
11/12/2024Citigroup Inc.142,433$8.37M0.0%+29.4%0.398%
11/7/2024Phillips Financial Management LLC500,647$29.42M2.3%-6.4%1.398%
11/7/2024Pettinga Financial Advisors LLC456,252$26.81M6.3%+1.2%1.274%
11/6/2024Signature Estate & Investment Advisors LLC118,564$6.97M0.2%-0.5%0.331%
11/5/2024Aptus Capital Advisors LLC5,401$317K0.0%+58.9%0.015%
11/5/2024Savvy Advisors Inc.5,447$320K0.1%N/A0.015%
11/4/2024Weil Company Inc.16,345$961K0.3%+21.6%0.046%
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11/4/2024Addison Advisors LLC74,834$4.40M1.2%-4.0%0.209%
10/30/2024Foster & Motley Inc.220,691$12.97M0.8%-1.8%0.616%
10/29/2024Farther Finance Advisors LLC91,772$5.39M0.2%-0.4%0.256%
10/28/2024Wade Financial Advisory Inc231,026$13.58M4.6%+1.1%0.645%
10/28/2024Forte Asset Management LLC114,604$6.74M3.6%+3.2%0.320%
10/25/2024JFS Wealth Advisors LLC61,217$3.60M0.2%+1.3%0.171%
10/25/2024MONECO Advisors LLC27,163$1.60M0.2%-2.3%0.076%
10/25/2024 Diversify Advisory Services LLC47,216$2.83M0.2%+7.6%0.132%
10/24/2024ShoreHaven Wealth Partners LLC410,126$24.10M11.6%-1.4%1.146%
10/24/2024Capital Advisors Ltd. LLC8,651$508K0.1%-4.7%0.024%
10/24/2024 Wealth Enhancement Advisory Services LLC329,618$19.37M0.0%-6.4%0.921%
10/23/2024Allworth Financial LP49,452$2.91M0.0%+0.4%0.138%
10/23/2024Pettinga Financial Advisors LLC456,738$26.84M6.4%+1.3%1.276%
10/23/2024Grimes & Company Inc.47,588$2.80M0.1%-3.4%0.133%
10/23/2024 Signature Resources Capital Management LLC4,682$275K0.3%-58.5%0.013%
10/22/2024Sterling Investment Counsel LLC4,361$256K0.1%N/A0.012%
10/16/2024Halbert Hargrove Global Advisors LLC3,270,070$192.18M10.5%+1.9%9.134%
10/16/2024 Market Street Wealth Management Advisors LLC45,451$2.67M0.4%-8.4%0.127%
10/15/2024 Ullmann Wealth Partners Group LLC1,525,875$89.68M11.6%+3.9%4.262%
10/15/2024Nova R Wealth Inc.99,899$5.87M2.9%+0.3%0.279%
10/11/2024Affinity Wealth Management LLC516,437$30.35M5.4%N/A1.443%
10/9/2024 JGP Wealth Management LLC4,440$261K0.0%+10.8%0.012%
10/8/2024 Atomi Financial Group Inc.482,654$28.37M1.8%+53.1%1.348%
10/8/2024 Cardinal Point Capital Management ULC632,786$37.19M6.2%+3.4%1.768%
10/8/2024Mather Group LLC.1,043$61K0.0%-42.6%0.003%
10/7/2024Cora Capital Advisors LLC459,639$27.01M13.3%-1.0%1.284%
10/3/2024 Sterneck Capital Management LLC94,722$5.57M3.0%-4.5%0.265%
9/5/2024Sanctuary Advisors LLC109,743$5.73M0.0%N/A0.307%
8/28/2024Kestra Investment Management LLC146,913$8.18M0.6%N/A0.410%
8/22/2024Cetera Investment Advisers22,426$1.25M0.0%-6.9%0.063%
8/16/2024Northwestern Mutual Wealth Management Co.91,612$5.10M0.0%-1.4%0.256%
8/16/2024Magnolia Capital Advisors LLC39,866$2.22M0.1%+152.2%0.111%
8/16/2024Goodman Advisory Group LLC20,801$1.16M0.3%+26.6%0.058%
8/15/2024AQR Capital Management LLC14,691$818K0.0%N/A0.041%
8/15/2024AlTi Global Inc.106,491$5.93M0.2%N/A0.297%
8/14/2024Wescott Financial Advisory Group LLC88,728$4.94M0.6%-4.3%0.248%
8/14/2024EverSource Wealth Advisors LLC2,333$132K0.0%-11.8%0.007%
8/10/2024Plancorp LLC1,491,331$83.05M3.6%+2.2%4.166%
8/9/2024Renaissance Technologies LLC11,200$624K0.0%-45.6%0.031%
8/9/2024SigFig Wealth Management LLC2,040,813$113.65M4.3%-0.3%5.701%
8/8/2024Envestnet Asset Management Inc.350,286$19.51M0.0%+10.6%0.978%
8/8/2024Family Capital Trust Co176,690$9.84M3.2%-0.7%0.494%
8/8/2024Wealthspire Advisors LLC61,949$3.45M0.0%-7.6%0.173%
8/8/2024Parallel Advisors LLC78,036$4.35M0.1%+431.3%0.218%
8/8/2024 Ullmann Wealth Partners Group LLC1,468,081$81.76M11.7%+3.7%4.101%
8/6/2024First Foundation Advisors23,730$1.32M0.1%-1.2%0.066%
8/6/2024DDFG Inc143,692$8.00M2.5%+1.4%0.401%
8/6/2024Clearwater Capital Advisors LLC1,014,142$56.48M6.0%-2.3%2.833%
8/6/2024Weil Company Inc.13,439$748K0.3%N/A0.038%
8/5/2024Private Advisor Group LLC13,301$741K0.0%+2.4%0.037%
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8/5/2024Addison Advisors LLC77,934$4.34M1.4%-3.0%0.218%
8/5/2024Parkside Financial Bank & Trust7,012$390K0.1%-3.2%0.020%
8/3/2024KM Capital Management Ltd.6,396$356K0.2%N/A0.018%
8/3/2024Foster & Motley Inc.224,661$12.51M0.9%+1.6%0.628%
8/2/2024Cora Capital Advisors LLC464,404$25.86M13.3%+1.1%1.297%
7/31/2024Farther Finance Advisors LLC92,160$5.14M0.2%-1.7%0.257%
7/31/2024Commonwealth Equity Services LLC341,320$19.01M0.0%+1.7%0.953%
7/29/2024 Market Street Wealth Management Advisors LLC49,615$2.76M0.5%-16.9%0.139%
7/27/2024 HB Wealth Management LLC153,457$8.55M0.1%-1.3%0.429%
7/26/2024 Atomi Financial Group Inc.315,341$17.56M1.3%+76.7%0.881%
(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, 160 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), Halbert Hargrove Global Advisors LLC ($192.18M), SigFig Wealth Management LLC ($113.65M), Ullmann Wealth Partners Group LLC ($92.93M), Plancorp LLC ($83.05M), Wells Fargo & Company MN ($80.82M), and Tolleson Wealth Management Inc. ($71.30M).Learn more on LRGF's institutional investors.

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

Of the 124 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: Ullmann Wealth Partners Group LLC ($1.48M), Integrated Wealth Concepts LLC ($777.87K), Market Street Wealth Management Advisors LLC ($674.51K), Atomi Financial Group Inc. ($620.39K), Cardinal Point Wealth Management Partners LLC ($564.52K), Maltin Wealth Management Inc. ($557.00K), and Affinity Wealth Management LLC ($516.88K).

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

Institutional investors have bought a total of 10,813,612 shares in the last 24 months. This purchase volume represents approximately $510.88M in transactions.

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

Of the 102 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: Stokes Family Office LLC ($1.22M), Market Street Wealth Management Advisors LLC ($632.90K), Cardinal Point Capital Management ULC ($581.51K), Phillips Financial Management LLC ($468.11K), CreativeOne Wealth LLC ($465.07K), Pettinga Financial Advisors LLC ($433.20K), and First Ascent Asset Management LLC ($422.92K).

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

Institutional investors have sold a total of 6,215,588 shares in the last 24 months. This volume of shares sold represents approximately $291.25M in transactions.


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This page (NYSEARCA:LRGF) was last updated on 1/21/2025 by MarketBeat.com Staff
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