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

iShares U.S. Equity Factor ETF logo
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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)
94
Total
Institutional Inflows
(last 12 months)
$327.07M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$165.86M
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LRGF Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC320,499$19.34M0.0%-2.8%0.831%
2/18/2025 Pettinga 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%
2/17/2025 Tolleson Wealth Management Inc.1,837,506$110.89M22.7%-5.9%5.133%
2/17/2025 Quantinno Capital Management LP74,238$4.48M0.0%+704.9%0.207%
2/17/2025 Morse Asset Management Inc2,664$161K0.0%N/A0.007%
2/17/2025 Guardian Wealth Advisors LLC NC452$27K0.0%N/A0.001%
2/17/2025 Focus Partners Wealth513,954$31.02M0.1%-0.4%1.436%
2/17/2025 Cetera Investment Advisers22,479$1.36M0.0%+0.9%0.063%
2/17/2025 Captrust Financial Advisors34,122$2.06M0.0%-1.6%0.095%
2/17/2025 Cary Street Partners Financial LLC8,118$490K0.0%N/A0.023%
2/17/2025 Baird Financial Group Inc.10,611$640K0.0%-10.7%0.030%
2/17/2025 Bank of America Corp DE376,515$22.72M0.0%-0.5%1.052%
2/17/2025 Ameriprise Financial Inc.73,127$4.42M0.0%+3.8%0.204%
2/17/2025 Aptus Capital Advisors LLC4,141$250K0.0%-23.3%0.012%
2/17/2025 AlTi Global Inc.158,286$9.55M0.2%+27.6%0.442%
2/14/2025 Two Sigma Securities LLC3,841$232K0.0%N/A0.011%
2/14/2025 Integrated Wealth Concepts LLC1,107,292$66.83M0.8%+51.4%3.093%
2/14/2025 IHT Wealth Management LLC3,591$217K0.0%-5.0%0.010%
2/14/2025 Stifel Financial Corp22,209$1.34M0.0%+25.9%0.062%
2/14/2025 MML Investors Services LLC103,947$6.27M0.0%-14.3%0.290%
2/14/2025 Goodman Advisory Group LLC20,950$1.26M0.4%-8.7%0.059%
2/13/2025 NewEdge Advisors LLC21,414$1.29M0.0%+338.6%0.060%
2/13/2025 CreativeOne Wealth LLC10,268$620K0.0%-6.2%0.029%
2/13/2025 Keystone Financial Group3,414$206K0.0%N/A0.010%
2/13/2025 Townsquare Capital LLC7,090$428K0.0%N/A0.020%
2/13/2025 Colonial Trust Advisors3,879$234K0.0%-22.4%0.011%
2/13/2025 Raymond James Financial Inc.126,341$7.63M0.0%N/A0.353%
2/13/2025 Renaissance Technologies LLC24,100$1.45M0.0%+73.4%0.067%
2/13/2025 Cerity Partners LLC50,771$3.06M0.0%-1.7%0.142%
2/13/2025 Envestnet Asset Management Inc.416,546$25.14M0.0%+7.9%1.164%
2/13/2025 Wells Fargo & Company MN1,850,538$111.68M0.0%+3.2%5.169%
2/12/2025 Wescott Financial Advisory Group LLC85,617$5.17M0.5%-2.0%0.239%
2/12/2025 World Investment Advisors161,000$9.72M0.3%+5.2%0.450%
2/12/2025 StoneX Group Inc.67,407$4.07M0.3%-4.9%0.188%
2/12/2025 Partners in Financial Planning20,477$1.24M0.3%N/A0.057%
2/12/2025 Physician Wealth Advisors Inc.40,187$2.43M0.4%+3.0%0.112%
2/12/2025 Hobbs Group Advisors LLC38,114$2.30M0.9%-11.1%0.106%
2/12/2025 JPMorgan Chase & Co.1,514,134$91.38M0.0%+128.5%4.229%
2/11/2025 Signature Estate & Investment Advisors LLC115,415$6.97M0.2%-2.7%0.322%
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2/11/2025 Hershey Financial Advisers LLC27,866$1.68M1.5%N/A0.078%
2/11/2025 LPL Financial LLC172,380$10.40M0.0%+19.7%0.482%
2/11/2025 Plancorp 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%
2/11/2025 Strategic Financial Services Inc.3,682,638$222.25M13.3%-12.2%10.287%
2/11/2025 L.K. Benson & Company P.C.4,946$298K0.2%N/A0.014%
2/11/2025 Stokes Family Office LLC352,305$21.26M2.3%-13.4%0.984%
2/10/2025 Clearwater 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%
2/10/2025 Corient Private Wealth LLC143,777$8.47M0.0%-19.4%0.402%
2/10/2025 Envestnet Portfolio Solutions Inc.5,328$322K0.0%-6.1%0.015%
2/10/2025 Phillips Financial Management LLC418,148$25.24M2.0%-16.5%1.168%
2/10/2025 Commonwealth 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%
2/7/2025 HighTower Advisors LLC179,163$10.81M0.0%-22.1%0.500%
2/6/2025 Raymond James Financial Inc.126,341$7.63M0.0%N/A0.353%
2/6/2025 Assetmark Inc.1,488$90K0.0%+1,205.3%0.004%
2/6/2025 DDFG Inc153,807$9.28M2.7%+2.0%0.430%
2/6/2025 Jones Financial Companies Lllp97,019$5.86M0.0%+25.1%0.271%
2/5/2025 Halbert Hargrove Global Advisors LLC3,349,515$202.14M11.2%+2.4%9.356%
2/5/2025 Ergawealth Advisors Inc.6,666$402K0.2%-10.0%0.019%
2/5/2025 Parkside Financial Bank & Trust9,057$547K0.1%+34.0%0.025%
2/5/2025 LifeGoal Wealth Advisors60,087$3.63M3.9%N/A0.168%
2/5/2025 Weil Company Inc.18,708$1.13M0.4%+14.5%0.052%
2/4/2025 Addison Advisors LLC71,791$4.33M1.2%-4.1%0.201%
2/4/2025 Capital Advisors Ltd. LLC6,335$382K0.0%-26.8%0.018%
2/4/2025 KM Capital Management Ltd.50,265$3.03M1.6%+15.6%0.140%
2/4/2025 MONECO Advisors LLC27,342$1.65M0.2%+0.7%0.076%
2/4/2025 Wealthspire Advisors LLC57,115$3.45M0.0%-4.5%0.160%
2/3/2025 Private Advisor Group LLC12,576$759K0.0%-4.5%0.035%
1/31/2025 Beirne Wealth Consulting Services LLC337,543$20.37M7.3%+0.8%0.943%
1/31/2025 Atlas Legacy Advisors LLC10,503$634K0.2%N/A0.029%
1/31/2025 Kestra Investment Management LLC405,247$24.46M1.0%+8.0%1.132%
1/31/2025 Sanctuary Advisors LLC136,094$8.54M0.1%+2.4%0.380%
1/31/2025 JFS Wealth Advisors LLC62,257$3.76M0.3%+1.7%0.174%
1/30/2025 Allworth Financial LP51,063$3.20M0.0%+3.3%0.143%
1/30/2025 Principal Securities Inc.1,561$94K0.0%N/A0.004%
1/30/2025 Quadrant Private Wealth Management LLC13,432$811K0.2%+2.5%0.038%
1/30/2025 Nova R Wealth Inc.100,158$6.05M3.0%+0.3%0.280%
1/30/2025 ShoreHaven Wealth Partners LLC402,888$24.31M11.5%-1.8%1.125%
1/29/2025 Tranquility Partners LLC12,615$761K0.3%-1.3%0.035%
1/29/2025 Stonebridge Financial Group LLC149,619$9.03M1.0%N/A0.418%
1/28/2025 Family Capital Trust Co169,447$10.23M3.5%-3.8%0.473%
1/28/2025 Kingsview Wealth Management LLC69,090$4.17M0.1%+1.5%0.193%
1/27/2025 Money Concepts Capital Corp5,276$318K0.0%-46.8%0.015%
1/27/2025 Mather Group LLC.765$46K0.0%-26.7%0.002%
1/24/2025 Magnolia Capital Advisors LLC12,568$758K0.4%-1.3%0.035%
1/24/2025 RHS Financial LLC30,514$1.84M1.0%+17.1%0.085%
1/23/2025 RVW Wealth LLC47,651$2.88M0.3%-0.6%0.133%
1/23/2025 Synergy Asset Management LLC500$29K0.0%N/A0.001%
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1/23/2025 Foster & Motley Inc.212,879$12.85M0.8%-3.5%0.595%
1/23/2025 Wade Financial Advisory Inc239,111$14.43M4.9%+3.5%0.668%
1/22/2025 Forte Asset Management LLC100,179$6.05M3.2%-12.6%0.280%
1/22/2025 Parsons Capital Management Inc. RI6,687$404K0.0%-30.0%0.019%
1/21/2025 Cora Capital Advisors LLC463,208$27.96M13.5%+0.8%1.294%
1/21/2025 Flagship Private Wealth LLC4,327$261K0.1%+10.3%0.012%
1/21/2025 Affinity Wealth Management LLC516,882$31.19M5.5%+0.1%1.444%
1/21/2025 Grimes & Company Inc.43,913$2.65M0.1%-7.7%0.123%
1/21/2025 Geneos Wealth Management Inc.1,677$101K0.0%-17.2%0.005%
1/17/2025 Market Street Wealth Management Advisors LLC41,611$2.51M0.4%-8.4%0.116%
(Data available from 1/1/2016 forward)

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LRGF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LRGF shares?

During the previous two years, 175 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 ($202.14M), SigFig Wealth Management LLC ($119.62M), Wells Fargo & Company MN ($111.68M), Tolleson Wealth Management Inc. ($110.89M), and Ullmann Wealth Partners Group LLC ($92.93M).Learn more on LRGF's institutional investors.

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

Of the 133 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 ($1.15M), JPMorgan Chase & Co. ($879.71K), Atomi Financial Group Inc. ($620.39K), Maltin Wealth Management Inc. ($557.00K), Affinity Wealth Management LLC ($516.88K), and ShoreHaven Wealth Partners LLC ($446.64K).

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

Institutional investors have bought a total of 11,091,132 shares in the last 24 months. This purchase volume represents approximately $569.20M in transactions.

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

Of the 106 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 ($632.90K), 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 6,409,384 shares in the last 24 months. This volume of shares sold represents approximately $320.41M in transactions.


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This page (NYSEARCA:LRGF) was last updated on 3/28/2025 by MarketBeat.com Staff
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