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

iShares U.S. Equity Factor ETF logo
$60.87 +0.78 (+1.30%)
(As of 12/20/2024 04:33 PM ET)
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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)
77
Total
Institutional Inflows
(last 12 months)
$217.22M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$143.07M
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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
11/25/2024 World Investment Advisors LLC153,014$8.99M0.2%+2.1%0.427%
11/25/2024 Sanctuary Advisors LLC132,908$8.24M0.1%+21.1%0.371%
11/15/2024 Goodman Advisory Group LLC22,937$1.35M0.4%+10.3%0.064%
11/15/2024 EWA LLC379,083$23.26M8.4%-8.2%1.059%
11/15/2024 MML Investors Services LLC121,227$7.13M0.0%+19.1%0.339%
11/15/2024 Quantinno Capital Management LP9,223$542K0.0%N/A0.026%
11/15/2024 Integrated Wealth Concepts LLC731,132$42.97M0.5%+19.3%2.042%
11/15/2024 HighTower Advisors LLC229,902$13.51M0.0%-0.9%0.642%
11/15/2024 Kestra 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%
11/14/2024 Captrust Financial Advisors34,679$2.04M0.0%-4.4%0.097%
11/14/2024 CreativeOne Wealth LLC10,944$643K0.0%-12.1%0.031%
11/13/2024 FMR LLC5,434$319K0.0%+96.6%0.015%
11/12/2024 Wescott Financial Advisory Group LLC87,401$5.14M0.6%-1.5%0.244%
11/12/2024 StoneX Group Inc.70,888$4.17M0.4%-10.2%0.198%
11/12/2024 Kingsview Wealth Management LLC68,087$4.00M0.1%-45.0%0.190%
11/12/2024 Cerity Partners LLC51,633$3.03M0.0%+40.1%0.144%
11/12/2024 Citigroup Inc.142,433$8.37M0.0%+29.4%0.398%
11/7/2024 Phillips Financial Management LLC500,647$29.42M2.3%-6.4%1.398%
11/7/2024 Pettinga Financial Advisors LLC456,252$26.81M6.3%+1.2%1.274%
11/6/2024 Signature Estate & Investment Advisors LLC118,564$6.97M0.2%-0.5%0.331%
11/5/2024 Aptus Capital Advisors LLC5,401$317K0.0%+58.9%0.015%
11/5/2024 Savvy Advisors Inc.5,447$320K0.1%N/A0.015%
11/4/2024 Weil Company Inc.16,345$961K0.3%+21.6%0.046%
11/4/2024 Addison Advisors LLC74,834$4.40M1.2%-4.0%0.209%
10/30/2024 Foster & Motley Inc.220,691$12.97M0.8%-1.8%0.616%
10/29/2024 Farther Finance Advisors LLC91,772$5.39M0.2%-0.4%0.256%
10/28/2024 Wade Financial Advisory Inc231,026$13.58M4.6%+1.1%0.645%
10/28/2024 Forte Asset Management LLC114,604$6.74M3.6%+3.2%0.320%
10/25/2024 JFS Wealth Advisors LLC61,217$3.60M0.2%+1.3%0.171%
10/25/2024 MONECO 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%
10/24/2024 ShoreHaven Wealth Partners LLC410,126$24.10M11.6%-1.4%1.146%
10/24/2024 Capital 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%
10/23/2024 Allworth Financial LP49,452$2.91M0.0%+0.4%0.138%
10/23/2024 Pettinga Financial Advisors LLC456,738$26.84M6.4%+1.3%1.276%
10/23/2024 Grimes & 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%
10/22/2024 Sterling Investment Counsel LLC4,361$256K0.1%N/A0.012%
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10/16/2024 Halbert 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%
10/15/2024 Nova R Wealth Inc.99,899$5.87M2.9%+0.3%0.279%
10/11/2024 Affinity 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%
10/8/2024 Mather Group LLC.1,043$61K0.0%-42.6%0.003%
10/7/2024 Cora 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%
9/5/2024 Sanctuary Advisors LLC109,743$5.73M0.0%N/A0.307%
8/28/2024 Kestra Investment Management LLC146,913$8.18M0.6%N/A0.410%
8/22/2024 Cetera Investment Advisers22,426$1.25M0.0%-6.9%0.063%
8/16/2024 Northwestern Mutual Wealth Management Co.91,612$5.10M0.0%-1.4%0.256%
8/16/2024 Magnolia Capital Advisors LLC39,866$2.22M0.1%+152.2%0.111%
8/16/2024 Goodman Advisory Group LLC20,801$1.16M0.3%+26.6%0.058%
8/15/2024 AQR Capital Management LLC14,691$818K0.0%N/A0.041%
8/15/2024 AlTi Global Inc.106,491$5.93M0.2%N/A0.297%
8/14/2024 Wescott Financial Advisory Group LLC88,728$4.94M0.6%-4.3%0.248%
8/14/2024 EverSource Wealth Advisors LLC2,333$132K0.0%-11.8%0.007%
8/10/2024 Plancorp LLC1,491,331$83.05M3.6%+2.2%4.166%
8/9/2024 Renaissance Technologies LLC11,200$624K0.0%-45.6%0.031%
8/9/2024 SigFig Wealth Management LLC2,040,813$113.65M4.3%-0.3%5.701%
8/8/2024 Envestnet Asset Management Inc.350,286$19.51M0.0%+10.6%0.978%
8/8/2024 Family Capital Trust Co176,690$9.84M3.2%-0.7%0.494%
8/8/2024 Wealthspire Advisors LLC61,949$3.45M0.0%-7.6%0.173%
8/8/2024 Parallel 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%
8/6/2024 First Foundation Advisors23,730$1.32M0.1%-1.2%0.066%
8/6/2024 DDFG Inc143,692$8.00M2.5%+1.4%0.401%
8/6/2024 Clearwater Capital Advisors LLC1,014,142$56.48M6.0%-2.3%2.833%
8/6/2024 Weil Company Inc.13,439$748K0.3%N/A0.038%
8/5/2024 Private Advisor Group LLC13,301$741K0.0%+2.4%0.037%
8/5/2024 Addison Advisors LLC77,934$4.34M1.4%-3.0%0.218%
8/5/2024 Parkside Financial Bank & Trust7,012$390K0.1%-3.2%0.020%
8/3/2024 KM Capital Management Ltd.6,396$356K0.2%N/A0.018%
8/3/2024 Foster & Motley Inc.224,661$12.51M0.9%+1.6%0.628%
8/2/2024 Cora Capital Advisors LLC464,404$25.86M13.3%+1.1%1.297%
7/31/2024 Farther 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%
7/26/2024 Signature Estate & Investment Advisors LLC119,209$6.64M0.2%N/A0.333%
7/25/2024 Capital Advisors Ltd. LLC9,079$506K0.1%-5.2%0.025%
7/25/2024 Wade Financial Advisory Inc228,540$12.73M4.6%-0.7%0.638%
7/25/2024 Pettinga Financial Advisors LLC451,019$25.12M6.3%+3.9%1.260%
7/24/2024 EWA LLC412,780$23.41M9.4%+0.9%1.153%
7/24/2024 Planned Solutions Inc.15,695$874K0.4%+3.2%0.044%
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7/24/2024 ShoreHaven Wealth Partners LLC415,864$23.16M12.2%-3.3%1.162%
7/22/2024 Hobbs Group Advisors LLC42,877$2.39M0.9%N/A0.120%
7/20/2024 Parsons Capital Management Inc. RI15,568$867K0.1%-32.7%0.043%
7/19/2024 MONECO Advisors LLC27,794$1.55M0.2%+2.2%0.078%
7/18/2024 Baron Silver Stevens Financial Advisors LLC6,192$345K0.1%-29.9%0.017%
7/18/2024 Nova R Wealth Inc.99,617$5.55M2.9%+0.2%0.278%
7/17/2024 Physician Wealth Advisors Inc.38,930$2.25M0.4%+5.6%0.109%
7/16/2024 Envestnet Portfolio Solutions Inc.6,589$367K0.0%-10.5%0.018%
7/16/2024 ORG Partners LLC765$43K0.0%N/A0.002%
7/16/2024 Wealth Enhancement Advisory Services LLC352,145$19.61M0.0%-3.3%0.984%
(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, 157 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 ($89.68M), 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 120 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), Pettinga Financial Advisors LLC ($895.17K), Integrated Wealth Concepts LLC ($777.87K), Market Street Wealth Management Advisors LLC ($674.51K), Cardinal Point Wealth Management Partners LLC ($564.52K), Maltin Wealth Management Inc. ($557.00K), and Affinity Wealth Management LLC ($516.44K).

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

Institutional investors have bought a total of 11,608,464 shares in the last 24 months. This purchase volume represents approximately $536.34M in transactions.

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

Of the 100 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 ($629.06K), 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 6,190,602 shares in the last 24 months. This volume of shares sold represents approximately $289.12M in transactions.


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This page (NYSEARCA:LRGF) was last updated on 12/22/2024 by MarketBeat.com Staff
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