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

iShares U.S. Equity Factor ETF logo
$65.64 +0.50 (+0.77%)
As of 08/6/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$461.87M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$150.13M
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LRGF Institutional Buying and Selling by Quarter

iShares U.S. Equity Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025Stokes Family Office LLC41,682$2.67M0.3%-85.5%0.102%
8/6/2025Quadrant Private Wealth Management LLC10,196$654K0.1%-29.9%0.025%
8/6/2025Bryn Mawr Trust Advisors LLC3,747$240K0.0%N/A0.009%
8/6/2025DDFG Inc218,849$14.04M3.5%+2.3%0.536%
8/5/2025 Magnolia Capital Advisors LLC27,856$1.79M0.4%+30.5%0.068%
8/4/2025 Partners in Financial Planning19,449$1.25M0.2%-2.8%0.048%
8/4/2025 Ledyard National Bank5,862$376K0.0%-3.8%0.014%
8/4/2025 Assetmark Inc.941$60K0.0%-80.4%0.002%
8/4/2025 World Investment Advisors184,701$11.85M0.3%+14.2%0.453%
8/4/2025 Beirne Wealth Consulting Services LLC305,510$19.59M6.4%-9.2%0.749%
8/1/2025 Strategic Financial Services Inc.3,821,219$245.06M13.2%+2.5%9.366%
8/1/2025 Envestnet Asset Management Inc.496,049$31.81M0.0%+9.9%1.216%
7/31/2025 Wealthfront Advisers LLC6,934$445K0.0%N/A0.017%
7/31/2025 Forte Asset Management LLC113,322$7.27M3.7%+3.8%0.278%
7/31/2025 AlTi Global Inc.92,851$5.96M0.1%-35.9%0.228%
7/31/2025 Cardinal Point Capital Management ULC697,614$44.74M3.5%+2.4%1.710%
7/30/2025 Phillips Financial Management LLC378,734$24.29M1.8%-2.7%0.928%
7/30/2025 Family Capital Trust Co161,174$10.34M3.6%-0.4%0.395%
7/29/2025 Planned Solutions Inc.19,185$1.23M0.5%+1.2%0.047%
7/29/2025 Signature Estate & Investment Advisors LLC107,992$6.93M0.2%-3.7%0.265%
7/29/2025 Foster & Motley Inc.206,060$13.22M0.8%-1.7%0.505%
7/29/2025 ShoreHaven Wealth Partners LLC78,573$5.04M2.1%-2.9%0.193%
7/28/2025 Pettinga Financial Advisors LLC442,817$28.40M6.2%-2.6%1.085%
7/28/2025 JGP Wealth Management LLC5,840$375K0.0%+7.5%0.014%
7/25/2025 RHS Financial LLC64,957$4.17M2.4%+25.3%0.159%
7/25/2025 CWM LLC93,533$6.00M0.0%+0.3%0.229%
7/24/2025 JNBA Financial Advisors1,615$104K0.0%N/A0.004%
7/24/2025 JFS Wealth Advisors LLC22,084$1.42M0.1%-7.5%0.054%
7/24/2025 Stonebridge Financial Group LLC189,150$12.13M1.2%-13.2%0.464%
7/24/2025 Capital Advisors Ltd. LLC4,911$315K0.0%-3.8%0.012%
7/24/2025 Edge Financial Advisors LLC24,380$1.56M0.8%N/A0.060%
7/23/2025 Columbus Macro LLC4,143$266K0.0%N/A0.010%
7/23/2025 Heck Capital Advisors LLC79,122$5.07M0.4%N/A0.194%
7/22/2025 Grimes & Company Inc.42,585$2.73M0.1%-1.9%0.104%
7/22/2025 Ergawealth Advisors Inc.5,082$326K0.1%-22.7%0.012%
7/18/2025 EWA LLC508,281$32.60M10.3%+3.8%1.246%
7/18/2025 Parsons Capital Management Inc. RI5,835$374K0.0%+3.1%0.014%
7/18/2025 SigFig Wealth Management LLC1,978,894$126.04M4.2%+0.1%4.850%
7/17/2025 Halbert Hargrove Global Advisors LLC3,401,663$218.15M11.4%+0.3%8.368%
7/17/2025 LifeGoal Wealth Advisors155,356$9.96M9.5%+34.1%0.382%
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7/17/2025 HB Wealth Management LLC122,769$7.87M0.1%-17.1%0.302%
7/17/2025 Baron Silver Stevens Financial Advisors LLC11,218$719K0.1%+81.2%0.028%
7/17/2025 Nova R Wealth Inc.100,637$6.45M3.0%+0.3%0.248%
7/17/2025 Sterneck Capital Management LLC93,636$6.01M3.0%-0.2%0.230%
7/16/2025 Twelve Points Wealth Management LLC10,471$672K0.2%-1.5%0.026%
7/16/2025 Plancorp LLC1,742,913$111.77M3.9%+9.4%4.288%
7/15/2025 Cora Capital Advisors LLC485,100$31.11M13.9%+0.5%1.193%
7/15/2025 Affinity Wealth Management LLC650,407$41.71M6.7%-0.5%1.600%
7/15/2025 RVW Wealth LLC45,015$2.89M0.2%-0.8%0.111%
7/14/2025 Conrad Siegel Investment Advisors Inc.369,031$23.67M5.3%-10.2%0.908%
7/14/2025 Acropolis Investment Management LLC229,860$14.74M0.8%+10.6%0.565%
7/14/2025 Physician Wealth Advisors Inc.39,249$2.52M0.4%+2.4%0.097%
7/11/2025 Ullmann Wealth Partners Group LLC1,463,380$93.85M11.1%-3.8%3.600%
7/11/2025 Farther Finance Advisors LLC85,928$5.51M0.1%+1.0%0.211%
7/11/2025 Kaydan Wealth Management Inc.12,950$830K0.3%-7.1%0.032%
7/10/2025 Wealth Enhancement Advisory Services LLC212,946$13.83M0.0%+2.2%0.524%
7/9/2025 Intelligence Driven Advisers LLC23,381$1.50M0.2%+34.8%0.058%
7/9/2025 Graves Light Lenhart Wealth Inc.3,239$208K0.0%N/A0.008%
7/9/2025 GSG Advisors LLC25,992$1.67M0.5%-11.8%0.064%
7/9/2025 Market Street Wealth Management Advisors LLC34,301$2.20M0.4%-11.8%0.084%
7/8/2025 RMR Wealth Builders13,550$869K0.1%N/A0.033%
7/8/2025 Parallel Advisors LLC121,446$7.79M0.2%+21.7%0.299%
6/2/2025Modern Wealth Management LLC241,441$13.98M0.4%N/A0.608%
5/23/2025 Strategic Financial Services Inc.3,726,234$215.67M12.6%+1.2%9.386%
5/20/2025Focus Partners Wealth519,509$30.07M0.1%+1.1%1.309%
5/19/2025Jane Street Group LLC35,266$2.04M0.0%N/A0.089%
5/16/2025 Signature Estate & Investment Advisors LLC112,160$6.49M0.2%-2.8%0.283%
5/16/2025Goldman Sachs Group Inc.44,362$2.57M0.0%N/A0.110%
5/16/2025Kestra Investment Management LLC436,674$25.27M0.8%+7.8%1.100%
5/16/2025Jones Financial Companies Lllp550,697$31.87M0.0%+467.6%1.387%
5/16/2025Tolleson Wealth Management Inc.1,884,073$109.05M21.0%+2.5%4.746%
5/16/2025 Plancorp LLC1,593,834$92.25M3.7%+5.1%4.015%
5/16/2025NewEdge Advisors LLC15,352$889K0.0%-28.3%0.039%
5/16/2025Integrated Wealth Concepts LLC1,112,960$64.42M0.8%+0.5%2.803%
5/16/2025AQR Capital Management LLC68,668$3.98M0.0%+48.0%0.173%
5/16/2025 AlTi Global Inc.144,893$8.39M0.2%-8.5%0.365%
5/15/2025Obsido Oy134,319$7.77M6.7%N/A0.338%
5/15/2025Royal Bank of Canada89,500$5.18M0.0%-4.8%0.225%
5/15/2025Baird Financial Group Inc.4,948$286K0.0%-53.4%0.012%
5/14/2025CreativeOne Wealth LLC8,584$497K0.0%-16.4%0.022%
5/14/2025Smartleaf Asset Management LLC801$46K0.0%+3,714.3%0.002%
5/14/2025Northwestern Mutual Wealth Management Co.129,873$7.52M0.0%+42.3%0.327%
5/14/2025Wescott Financial Advisory Group LLC83,789$4.85M0.5%-2.1%0.211%
5/14/2025Compound Planning Inc.697,338$40.36M1.8%+12.4%1.757%
5/14/2025 Hobbs Group Advisors LLC36,563$2.12M0.8%-4.1%0.092%
5/14/2025Ameriprise Financial Inc.753,740$43.63M0.0%+930.7%1.899%
5/14/2025Flow Traders U.S. LLC44,378$2.57M0.1%N/A0.112%
5/13/2025Raymond James Financial Inc.117,259$6.79M0.0%-7.2%0.295%
5/13/2025DDFG Inc214,030$12.39M3.4%+39.2%0.539%
5/13/2025HighTower Advisors LLC169,144$9.79M0.0%-5.6%0.429%
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5/12/2025Citigroup Inc.137,500$7.96M0.0%-0.7%0.349%
5/9/2025Wealthspire Advisors LLC52,270$3.03M0.0%-8.5%0.133%
5/9/2025Wade Financial Advisory Inc257,225$14.89M5.1%+7.6%0.653%
5/9/2025 Blair William & Co. IL891$52K0.0%-24.8%0.002%
5/9/2025PNC Financial Services Group Inc.45,517$2.64M0.0%+2,876.9%0.116%
5/8/2025Clearwater Capital Advisors LLC1,060,880$61.40M5.9%+2.5%2.693%
5/8/2025 RVW Wealth LLC45,380$2.63M0.2%-4.8%0.115%
5/8/2025 Foster & Motley Inc.209,594$12.13M0.8%-1.5%0.532%
5/8/2025First Foundation Advisors17,632$1.02M0.0%-25.7%0.045%
5/7/2025Bellwether Advisors LLC10,222$588K0.1%+3.2%0.026%
(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, 186 institutional investors and hedge funds held shares of iShares U.S. Equity Factor ETF. The most heavily invested institutionals were Strategic Financial Services Inc. ($245.06M), Halbert Hargrove Global Advisors LLC ($218.15M), Strategic Financial Services Inc ($204.21M), SigFig Wealth Management LLC ($126.04M), Plancorp LLC ($111.77M), Wells Fargo & Company MN ($111.68M), and Tolleson Wealth Management Inc. ($109.05M).Learn more on iShares U.S. Equity Factor ETF's institutional investors.

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

Of the 152 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: Integrated Wealth Concepts LLC ($1.16M), Ullmann Wealth Partners Group LLC ($924.71K), JPMorgan Chase & Co. ($879.71K), Ameriprise Financial Inc. ($683.28K), Affinity Wealth Management LLC ($653.68K), Atomi Financial Group Inc. ($620.39K), and Jones Financial Companies Lllp ($473.16K).

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

Institutional investors have bought a total of 7,808,366 shares in the last 24 months. This purchase volume represents approximately $461.87M in transactions.

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

Of the 86 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: Strategic Financial Services Inc. ($513.64K), ShoreHaven Wealth Partners LLC ($337.29K), Stokes Family Office LLC ($300.35K), Phillips Financial Management LLC ($156.05K), Wealth Enhancement Advisory Services LLC ($143.86K), Tolleson Wealth Management Inc. ($115.11K), and Ullmann Wealth Partners Group LLC ($76.50K).

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

Institutional investors have sold a total of 2,487,728 shares in the last 24 months. This volume of shares sold represents approximately $150.13M in transactions.



This page (NYSEARCA:LRGF) was last updated on 8/7/2025 by MarketBeat.com Staff
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