Free Trial
→ New “Trump” currency proposed in DC (From Paradigm Press) (Ad) Buy LRGF Stock  Free LRGF Stock Alerts

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

iShares U.S. Equity Factor ETF logo
$54.60 +0.17 (+0.31%)
As of 04/17/2025 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)
95
Total
Institutional Inflows
(last 12 months)
$318.10M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$154.37M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Market Street Wealth Management Advisors LLC38,893$2.25M0.4%-6.5%0.100%
4/18/2025Halbert Hargrove Global Advisors LLC3,390,727$196.26M11.1%+1.2%8.705%
4/17/2025 Kaydan Wealth Management Inc.13,940$807K0.3%-5.8%0.036%
4/17/2025 Grimes & Company Inc.43,421$2.51M0.1%-1.1%0.111%
4/17/2025 Sowell Financial Services LLC8,976$520K0.0%N/A0.023%
4/17/2025 Janney Montgomery Scott LLC8,179$473K0.0%-4.3%0.021%
4/17/2025 Acropolis Investment Management LLC207,869$12.03M0.7%-2.3%0.534%
4/17/2025 RHS Financial LLC51,824$3M1.7%+69.8%0.133%
4/16/2025 Wealth Enhancement Advisory Services LLC208,283$12.06M0.0%-35.0%0.535%
4/15/2025 Capital Advisors Ltd. LLC5,104$295K0.0%-19.4%0.013%
4/15/2025 Parsons Capital Management Inc. RI5,662$328K0.0%-15.3%0.015%
4/14/2025 Farther Finance Advisors LLC85,041$4.94M0.1%-11.9%0.218%
4/14/2025 Flagship Private Wealth LLC4,525$262K0.1%+4.6%0.012%
4/11/2025 Cora Capital Advisors LLC482,805$27.95M13.4%+4.2%1.240%
4/11/2025 Affinity Wealth Management LLC653,675$37.84M7.0%+26.5%1.678%
4/11/2025 Ullmann Wealth Partners Group LLC1,521,408$88.06M11.7%-1.2%3.906%
4/10/2025 Retirement Planning Group LLC9,932$575K0.0%-21.2%0.025%
4/9/2025 Planned Solutions Inc.18,952$1.10M0.4%+9.1%0.049%
4/9/2025 Merit Financial Group LLC13,897$804K0.0%+140.0%0.036%
4/9/2025 SigFig Wealth Management LLC1,976,940$113.73M4.1%+0.2%5.076%
4/9/2025 JGP Wealth Management LLC5,435$315K0.0%+15.7%0.014%
4/8/2025 Conrad Siegel Investment Advisors Inc.411,094$23.79M6.1%+2.1%1.055%
4/8/2025 Sterneck Capital Management LLC93,814$5.43M2.9%-0.4%0.241%
4/8/2025 Parallel Advisors LLC99,754$5.77M0.1%+3.4%0.256%
3/17/2025 Wealth Enhancement Advisory Services LLC320,499$19.34M0.0%-2.8%0.831%
2/18/2025Pettinga Financial Advisors LLC450,127$27.17M6.1%-1.3%1.257%
2/18/2025 Retirement Planning Group LLC12,609$761K0.0%+40.2%0.035%
2/17/2025Tolleson Wealth Management Inc.1,837,506$110.89M22.7%-5.9%5.133%
2/17/2025Quantinno Capital Management LP74,238$4.48M0.0%+704.9%0.207%
2/17/2025Morse Asset Management Inc2,664$161K0.0%N/A0.007%
2/17/2025Guardian Wealth Advisors LLC NC452$27K0.0%N/A0.001%
2/17/2025Focus Partners Wealth513,954$31.02M0.1%-0.4%1.436%
2/17/2025Cetera Investment Advisers22,479$1.36M0.0%+0.9%0.063%
2/17/2025Captrust Financial Advisors34,122$2.06M0.0%-1.6%0.095%
2/17/2025Cary Street Partners Financial LLC8,118$490K0.0%N/A0.023%
2/17/2025Baird Financial Group Inc.10,611$640K0.0%-10.7%0.030%
2/17/2025Bank of America Corp DE376,515$22.72M0.0%-0.5%1.052%
2/17/2025Ameriprise Financial Inc.73,127$4.42M0.0%+3.8%0.204%
2/17/2025Aptus Capital Advisors LLC4,141$250K0.0%-23.3%0.012%
2/17/2025AlTi Global Inc.158,286$9.55M0.2%+27.6%0.442%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/14/2025Two Sigma Securities LLC3,841$232K0.0%N/A0.011%
2/14/2025Integrated Wealth Concepts LLC1,107,292$66.83M0.8%+51.4%3.093%
2/14/2025IHT Wealth Management LLC3,591$217K0.0%-5.0%0.010%
2/14/2025Stifel Financial Corp22,209$1.34M0.0%+25.9%0.062%
2/14/2025MML Investors Services LLC103,947$6.27M0.0%-14.3%0.290%
2/14/2025Goodman Advisory Group LLC20,950$1.26M0.4%-8.7%0.059%
2/13/2025NewEdge Advisors LLC21,414$1.29M0.0%+338.6%0.060%
2/13/2025CreativeOne Wealth LLC10,268$620K0.0%-6.2%0.029%
2/13/2025Keystone Financial Group3,414$206K0.0%N/A0.010%
2/13/2025Townsquare Capital LLC7,090$428K0.0%N/A0.020%
2/13/2025Colonial Trust Advisors3,879$234K0.0%-22.4%0.011%
2/13/2025Raymond James Financial Inc.126,341$7.63M0.0%N/A0.353%
2/13/2025Renaissance Technologies LLC24,100$1.45M0.0%+73.4%0.067%
2/13/2025Cerity Partners LLC50,771$3.06M0.0%-1.7%0.142%
2/13/2025Envestnet Asset Management Inc.416,546$25.14M0.0%+7.9%1.164%
2/13/2025Wells Fargo & Company MN1,850,538$111.68M0.0%+3.2%5.169%
2/12/2025Wescott Financial Advisory Group LLC85,617$5.17M0.5%-2.0%0.239%
2/12/2025World Investment Advisors161,000$9.72M0.3%+5.2%0.450%
2/12/2025StoneX Group Inc.67,407$4.07M0.3%-4.9%0.188%
2/12/2025Partners in Financial Planning20,477$1.24M0.3%N/A0.057%
2/12/2025Physician Wealth Advisors Inc.40,187$2.43M0.4%+3.0%0.112%
2/12/2025Hobbs Group Advisors LLC38,114$2.30M0.9%-11.1%0.106%
2/12/2025JPMorgan Chase & Co.1,514,134$91.38M0.0%+128.5%4.229%
2/11/2025Signature Estate & Investment Advisors LLC115,415$6.97M0.2%-2.7%0.322%
2/11/2025Hershey Financial Advisers LLC27,866$1.68M1.5%N/A0.078%
2/11/2025LPL Financial LLC172,380$10.40M0.0%+19.7%0.482%
2/11/2025Plancorp LLC1,515,832$91.48M3.8%-0.3%4.234%
2/11/2025 SigFig Wealth Management LLC1,973,566$119.62M4.3%-0.1%5.513%
2/11/2025Strategic Financial Services Inc.3,682,638$222.25M13.3%-12.2%10.287%
2/11/2025L.K. Benson & Company P.C.4,946$298K0.2%N/A0.014%
2/11/2025Stokes Family Office LLC352,305$21.26M2.3%-13.4%0.984%
2/10/2025Clearwater Capital Advisors LLC1,034,725$62.45M6.1%+0.3%2.890%
2/10/2025 Parallel Advisors LLC96,491$5.82M0.1%+7.6%0.270%
2/10/2025Corient Private Wealth LLC143,777$8.47M0.0%-19.4%0.402%
2/10/2025Envestnet Portfolio Solutions Inc.5,328$322K0.0%-6.1%0.015%
2/10/2025Phillips Financial Management LLC418,148$25.24M2.0%-16.5%1.168%
2/10/2025Commonwealth Equity Services LLC298,759$18.03M0.0%-12.3%0.835%
2/10/2025 Farther Finance Advisors LLC96,510$5.82M0.2%+5.2%0.270%
2/7/2025HighTower Advisors LLC179,163$10.81M0.0%-22.1%0.500%
2/6/2025Raymond James Financial Inc.126,341$7.63M0.0%N/A0.353%
2/6/2025Assetmark Inc.1,488$90K0.0%+1,205.3%0.004%
2/6/2025DDFG Inc153,807$9.28M2.7%+2.0%0.430%
2/6/2025Jones Financial Companies Lllp97,019$5.86M0.0%+25.1%0.271%
2/5/2025Halbert Hargrove Global Advisors LLC3,349,515$202.14M11.2%+2.4%9.356%
2/5/2025Ergawealth Advisors Inc.6,666$402K0.2%-10.0%0.019%
2/5/2025Parkside Financial Bank & Trust9,057$547K0.1%+34.0%0.025%
2/5/2025LifeGoal Wealth Advisors60,087$3.63M3.9%N/A0.168%
2/5/2025Weil Company Inc.18,708$1.13M0.4%+14.5%0.052%
2/4/2025Addison Advisors LLC71,791$4.33M1.2%-4.1%0.201%
2/4/2025 Capital Advisors Ltd. LLC6,335$382K0.0%-26.8%0.018%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/4/2025KM Capital Management Ltd.50,265$3.03M1.6%+15.6%0.140%
2/4/2025MONECO Advisors LLC27,342$1.65M0.2%+0.7%0.076%
2/4/2025Wealthspire Advisors LLC57,115$3.45M0.0%-4.5%0.160%
2/3/2025Private Advisor Group LLC12,576$759K0.0%-4.5%0.035%
1/31/2025Beirne Wealth Consulting Services LLC337,543$20.37M7.3%+0.8%0.943%
1/31/2025Atlas Legacy Advisors LLC10,503$634K0.2%N/A0.029%
1/31/2025Kestra Investment Management LLC405,247$24.46M1.0%+8.0%1.132%
1/31/2025Sanctuary Advisors LLC136,094$8.54M0.1%+2.4%0.380%
1/31/2025JFS Wealth Advisors LLC62,257$3.76M0.3%+1.7%0.174%
1/30/2025Allworth Financial LP51,063$3.20M0.0%+3.3%0.143%
(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, 176 institutional investors and hedge funds held shares of iShares U.S. Equity Factor ETF. The most heavily invested institutionals were Strategic Financial Services Inc. ($222.25M), Strategic Financial Services Inc ($204.21M), Halbert Hargrove Global Advisors LLC ($196.26M), SigFig Wealth Management LLC ($113.73M), Wells Fargo & Company MN ($111.68M), Tolleson Wealth Management Inc. ($110.89M), and Plancorp LLC ($91.48M).Learn more on LRGF's institutional investors.

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

Of the 134 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 ($1.47M), Integrated Wealth Concepts LLC ($1.15M), JPMorgan Chase & Co. ($879.71K), Affinity Wealth Management LLC ($653.68K), Atomi Financial Group Inc. ($620.39K), Maltin Wealth Management Inc. ($557.00K), and Conrad Siegel Investment Advisors Inc. ($445.20K).

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

Institutional investors have bought a total of 10,757,541 shares in the last 24 months. This purchase volume represents approximately $559.55M in transactions.

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

Of the 108 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 ($1.28M), Market Street Wealth Management Advisors LLC ($635.62K), Cardinal Point Capital Management ULC ($581.51K), Strategic Financial Services Inc. ($513.64K), CreativeOne Wealth LLC ($465.75K), Pettinga Financial Advisors LLC ($439.33K), and Phillips Financial Management LLC ($393.08K).

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

Institutional investors have sold a total of 6,527,036 shares in the last 24 months. This volume of shares sold represents approximately $327.86M in transactions.


Related Companies

This page (NYSEARCA:LRGF) was last updated on 4/19/2025 by MarketBeat.com Staff
From Our Partners
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Amazon Shocker
Jeff Bezos quietly backing world-changing tech (not AI) The Amazon founder is quietly advancing a radical t...
Stansberry Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
URGENT: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored