iShares US Equity Factor ETFLRGFETF
13F holders, Q2 2026 (June 30)255holders +11
27new positions
13sold out
1famous investor
$75.54avg. 13F price*
At the end of Q2 2026, 255 institutions reported holding iShares US Equity Factor ETF (LRGF) in their 13F filings, up 11 from Q1 2026. 27 opened new positions and 13 sold out. The largest holders were Strategic Financial Services, Inc. ($300.6M), Halbert Hargrove Global Advisors, LLC ($273.9M) and Wells Fargo & Company ($227.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares US Equity Factor ETF
- CUSIP
- 46434V282
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $27.5M |
| Exits | 13 | $9.3M |
All 13F filers, Q1 2026 → Q2 2026: 3,379,948 shares bought and 1,195,112 shares sold, net +2,184,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| Strategic Financial Services, Inc. | 13.18% | Reduce -0.4% | 3,975,040 | $300.6M |
| Halbert Hargrove Global Advisors, LLC | 11.91% | Reduce -0.1% | 3,621,832 | $273.9M |
| Wells Fargo & Company | 0.04% | Add +4.4% | 3,005,418 | $227.3M |
| SigFig Wealth Management, LLC | 5.83% | Add +1.2% | 2,927,890 | $220.0M |
| Annex Advisory Services, LLC | 3.67% | Add +108.5% | 2,839,647 | $214.8M |
| Tolleson Wealth Management, Inc. | 23.72% | Reduce -0.4% | 2,326,510 | $176.0M |
| Plancorp, LLC | 3.87% | Add +5.6% | 2,091,989 | $158.7M |
| Modern Wealth Management, LLC | 1.64% | Add +72.2% | 1,810,836 | $137.0M |
| Clearwater Capital Advisors, LLC | 6.37% | Add +1.9% | 1,149,647 | $86.9M |
| Ullmann Wealth Partners Group, LLC | 7.80% | Reduce -2.5% | 1,134,837 | $85.8M |
| Compound Planning, Inc. | 1.55% | Add +0.4% | 781,052 | $59.1M |
| Cardinal Point Capital Management ULC | 3.16% | Add +0.7% | 736,666 | $55.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.1% | 698,956 | $52.9M |
| Integrated Wealth Concepts LLC | 0.34% | Add +0.7% | 681,028 | $51.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 673,406 | $50.6M |
| Kestra Investment Management, LLC | 0.96% | Reduce -31.9% | 656,588 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.0% | 592,041 | $45.1M |
| Conrad Siegel Investment Advisors, Inc. | 6.41% | Reduce -2.3% | 520,948 | $39.4M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 512,414 | $38.8M |
| Cora Capital Advisors LLC | 10.27% | Add +1.9% | 483,912 | $36.6M |
| Focus Partners Wealth | 0.04% | Reduce -11.5% | 466,809 | $35.3M |
| Osaic Holdings, Inc. | 0.04% | Add +1.3% | 404,298 | $30.6M |
| Pettinga Financial Advisors LLC | 4.88% | Reduce -3.2% | 402,597 | $30.4M |
| Acropolis Investment Management, LLC | 1.07% | Add +0.3% | 358,709 | $27.1M |
| LPL Financial LLC | 0.01% | Reduce -7.0% | 349,982 | $26.5M |
| LifeGoal Investments, LLC | 10.24% | Add +18.2% | 295,859 | $22.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.0% | 282,326 | $21.4M |
| Beirne Wealth Consulting Services, LLC | 4.03% | Add +0.3% | 267,564 | $20.2M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 243,744 | $18.4M |
| Vise Technologies, Inc. | 0.20% | Add +155.7% | 229,518 | $17.4M |
| Foster & Motley Inc. | 0.78% | Reduce -1.4% | 223,031 | $16.9M |
| Phillips Financial Management, LLC | 1.22% | Reduce -22.9% | 220,162 | $16.7M |
| Stonebridge Financial Group, LLC | 1.23% | Add +1.9% | 214,927 | $16.3M |
| Exchange Traded Concepts, LLC | 0.08% | Add +7.9% | 201,449 | $15.2M |
| World Investment Advisors | 0.24% | No change | 217,819 | $14.4M |
| Obsido Oy | 6.96% | Add +3.0% | 172,107 | $13.0M |
| DDFG, Inc | 2.54% | Reduce -2.3% | 169,454 | $12.8M |
| Parallel Advisors, LLC | 0.20% | Add +5.3% | 168,713 | $12.8M |
| HighTower Advisors, LLC | 0.01% | Add +2.2% | 168,632 | $12.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.8% | 155,171 | $11.7M |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.0% | 145,208 | $10.8M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +0.9% | 140,887 | $10.7M |
| FMR LLC | 0.00% | Add +10.5% | 137,881 | $10.4M |
| HB Wealth Management, LLC | 0.06% | Reduce -2.4% | 135,999 | $10.3M |
| Two Sigma Investments, LP | 0.01% | New | 130,900 | $9.9M |
| Evolve Private Wealth, LLC | 0.56% | Add +1.1% | 121,145 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 120,079 | $9.1M |
| Citigroup Inc. | 0.00% | Add +2.1% | 115,916 | $8.8M |
| Quantinno Capital Management LP | 0.01% | Add +48.5% | 113,282 | $8.6M |
| Nova R Wealth, Inc. | 2.26% | Add +0.1% | 102,452 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -31.4% | 101,026 | $7.7M |
| Sterneck Capital Management, LLC | 3.00% | Reduce -0.8% | 92,491 | $7.0M |
| Ewa, LLC | 1.26% | Add +3.3% | 91,240 | $6.9M |
| KM Capital Management Ltd. | 3.18% | Add +0.1% | 89,411 | $6.8M |
| Royal Bank of Canada | 0.00% | Reduce -22.0% | 89,301 | $6.8M |
| AQR Capital Management | 0.00% | Add +0.1% | 89,196 | $6.7M |
| AlTi Global, Inc. | 0.14% | Reduce -5.8% | 88,300 | $6.7M |
| Captrust Financial Advisors | 0.01% | Reduce -1.1% | 87,626 | $6.6M |
| Forte Asset Management LLC | 2.61% | Add +1.0% | 84,473 | $6.4M |
| Wescott Financial Advisory Group, LLC | 0.44% | Reduce -1.1% | 75,348 | $5.7M |
| ShoreHaven Wealth Partners, LLC | 1.78% | Reduce -2.6% | 74,892 | $5.7M |
| RHS Financial, LLC | 2.24% | Add +3.8% | 73,365 | $5.5M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -1.9% | 71,199 | $5.4M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -2.1% | 69,817 | $5.3M |
| StoneX Group Inc. | 0.21% | Reduce -0.8% | 69,330 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +35.5% | 65,475 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +0.1% | 63,806 | $4.8M |
| Family Capital Trust Co | 1.49% | Reduce -39.9% | 60,660 | $4.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +12.4% | 52,682 | $4.0M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -22.0% | 52,673 | $4.0M |
| Diversify Advisory Services, LLC | 0.07% | New | 52,399 | $4.0M |
| Diversify Wealth Management, LLC | 0.07% | Reduce -0.5% | 52,399 | $4.0M |
| Physician Wealth Advisors, Inc. | 0.45% | Add +1.4% | 50,029 | $3.8M |
| Everpar Advisors LLC | 1.05% | Add +10.9% | 48,653 | $3.7M |
| RVW Wealth, LLC | 0.22% | Reduce -0.9% | 44,554 | $3.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -2.3% | 41,279 | $3.1M |
| Allworth Financial LP | 0.01% | Reduce -6.3% | 39,601 | $3.0M |
| Magnolia Capital Advisors LLC | 0.51% | Add +1.4% | 38,911 | $2.9M |
| Alliancebernstein L.P. | 0.00% | No change | 43,508 | $2.9M |
| Hobbs Group Advisors, LLC | 0.72% | No change | 36,134 | $2.7M |
| Addison Advisors LLC | 1.22% | Reduce -48.7% | 34,140 | $2.6M |
| UBS Group AG | 0.00% | Reduce -4.1% | 32,428 | $2.5M |
| Maimon Wealth Management LTD. | 1.85% | Add +13.6% | 31,705 | $2.4M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -2.4% | 28,705 | $2.2M |
| Summit Wealth Group LLC / Co. | 0.18% | Reduce -8.4% | 28,170 | $2.1M |
| BFI Wealth Solutions, LLC | 1.55% | Reduce -2.0% | 27,661 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.5% | 26,463 | $2.0M |
| GSG Advisors LLC | 0.43% | Add +0.1% | 26,108 | $2.0M |
| Silver Oak Securities, Incorporated | 0.12% | New | 25,367 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +337.7% | 25,198 | $1.9M |
| Hershey Financial Advisers, LLC | 1.34% | New | 24,760 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +9.9% | 23,811 | $1.8M |
| Betterment LLC | 0.00% | Reduce -3.4% | 23,701 | $1.8M |
| Intelligence Driven Advisers, LLC | 0.28% | Reduce -3.3% | 22,682 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 22,681 | $1.7M |
| Stokes Family Office, LLC | 0.20% | Reduce -34.0% | 22,419 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -82.6% | 21,611 | $1.6M |
| XML Financial, LLC | 0.12% | Add +160.7% | 21,422 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.0% | 21,311 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Reduce -12.1% | 21,006 | $1.6M |
"% of holder's portfolio" is LRGF's weight in each manager's 13F, not the share of iShares US Equity Factor ETF the manager owns.