iShares US Equity Factor ETFLRGFETF
13F holders, Q1 2024 (March 31)173holders
2famous investors
$53.80avg. 13F price*
At the end of Q1 2024, 173 institutions reported holding iShares US Equity Factor ETF (LRGF) in their 13F filings. The largest holders were Strategic Financial Services, Inc. ($231.5M), Tolleson Wealth Management, Inc. ($110.8M) and SigFig Wealth Management, LLC ($110.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $75.6M |
| Exits | 5 | $594K |
Ownership 173 holders
| Strategic Financial Services, Inc. | 14.95% | Add +1.7% | 4,301,580 | $231.5M |
| Tolleson Wealth Management, Inc. | 21.68% | Add +9.7% | 2,058,764 | $110.8M |
| SigFig Wealth Management, LLC | 4.04% | Add +0.8% | 2,046,495 | $110.1M |
| Wells Fargo & Company | 0.03% | Add +6.0% | 1,774,905 | $95.5M |
| Plancorp, LLC | 3.41% | Add +1.5% | 1,459,706 | $78.5M |
| Ullmann Wealth Partners Group, LLC | 11.33% | Add +4.3% | 1,415,490 | $76.2M |
| Integrated Wealth Concepts LLC | 0.92% | Add +2.9% | 1,182,305 | $63.6M |
| Clearwater Capital Advisors, LLC | 5.96% | Reduce -3.2% | 1,037,691 | $55.8M |
| Stokes Family Office, LLC | 5.17% | Reduce -41.0% | 768,634 | $41.4M |
| Halbert Hargrove Global Advisors, LLC | 2.31% | Add +42.4% | 649,087 | $34.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 636,562 | $34.3M |
| Phillips Financial Management, LLC | 2.63% | Reduce -11.1% | 596,019 | $32.1M |
| Cardinal Point Capital Management ULC | 6.10% | Add +4.5% | 595,632 | $32.1M |
| Morgan Stanley | 0.00% | Reduce -7.2% | 541,742 | $29.2M |
| Focus Partners Wealth | 0.23% | Reduce -0.1% | 528,442 | $28.4M |
| Cora Capital Advisors LLC | 13.19% | Add +3.7% | 459,182 | $24.7M |
| Pettinga Financial Advisors LLC | 5.95% | Reduce -43.0% | 433,980 | $23.4M |
| Conrad Siegel Investment Advisors, Inc. | 6.82% | New | 433,578 | $23.3M |
| ShoreHaven Wealth Partners, LLC | 12.73% | Reduce -1.4% | 429,905 | $23.1M |
| Ewa, LLC | 9.85% | New | 409,120 | $21.9M |
| Bank of America Corp. | 0.00% | Reduce -12.0% | 391,420 | $21.1M |
| Beirne Wealth Consulting Services, LLC | 8.31% | Add +0.6% | 364,076 | $19.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -9.2% | 364,060 | $19.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +86.5% | 335,706 | $18.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +2232.1% | 316,728 | $17.0M |
| HighTower Advisors, LLC | 0.02% | Add +2.3% | 232,158 | $12.5M |
| Wade Financial Advisory, Inc | 4.51% | Add +14.0% | 230,069 | $12.4M |
| Foster & Motley Inc. | 0.82% | Add +0.1% | 221,165 | $11.9M |
| Acropolis Investment Management, LLC | 0.75% | Add +8.2% | 211,709 | $11.4M |
| Corient Private Wealth LP | 0.02% | Reduce -1.2% | 193,476 | $10.4M |
| Compound Planning, Inc. | 0.89% | New | 178,477 | $9.6M |
| Family Capital Trust Co | 3.28% | Reduce -4.0% | 178,008 | $9.6M |
| HB Wealth Management, LLC | 0.11% | Reduce -8.1% | 155,418 | $8.4M |
| World Investment Advisors | 1.17% | Reduce -4.9% | 151,496 | $8.2M |
| DDFG, Inc | 2.42% | New | 141,668 | $7.6M |
| BlackRock Inc. | 0.00% | Add +1.8% | 136,143 | $7.3M |
| Royal Harbor Partners, LLC | 3.18% | New | 135,379 | $7.3M |
| Cedar Brook Financial Partners, LLC | 1.30% | Reduce -2.7% | 122,073 | $6.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -13.7% | 119,220 | $6.4M |
| Forte Asset Management LLC | 3.59% | Add +0.7% | 110,048 | $5.9M |
| LPL Financial LLC | 0.00% | Reduce -37.2% | 102,313 | $5.5M |
| Nova R Wealth, Inc. | 2.79% | Reduce -0.2% | 99,412 | $5.3M |
| Sterneck Capital Management, LLC | 3.19% | Reduce -0.9% | 99,257 | $5.3M |
| Farther Finance Advisors, LLC | 0.31% | Reduce -27.6% | 93,707 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.1% | 92,941 | $5.0M |
| Wescott Financial Advisory Group, LLC | 0.62% | Reduce -12.7% | 92,751 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -61.5% | 92,390 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 86,225 | $4.6M |
| Addison Advisors LLC | 1.49% | Reduce -1.9% | 80,364 | $4.3M |
| MML Investors Services, LLC | 0.02% | Add +32.5% | 75,799 | $4.1M |
| StoneX Group Inc. | 0.36% | Reduce -7.0% | 74,711 | $4.0M |
| Citigroup Inc. | 0.00% | Add +3.2% | 74,086 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +84.6% | 70,838 | $3.8M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -26.9% | 68,292 | $3.7M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -3.0% | 67,046 | $3.6M |
| JFS Wealth Advisors, LLC | 0.26% | Add +70.6% | 61,286 | $3.3M |
| Market Street Wealth Management Advisors LLC | 0.56% | Reduce -19.1% | 59,715 | $3.2M |
| RVW Wealth, LLC | 0.28% | Reduce -1.3% | 50,343 | $2.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Reduce -2.0% | 49,865 | $2.7M |
| Allworth Financial LP | 0.02% | Add +0.3% | 49,523 | $2.7M |
| Baird Financial Group, Inc. | 0.01% | Add +10.8% | 47,493 | $2.6M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -86.6% | 47,297 | $2.5M |
| Diversify Advisory Services, LLC | 0.15% | — | 46,878 | $2.5M |
| UBS Group AG | 0.00% | Add +7.2% | 45,557 | $2.5M |
| Captrust Financial Advisors | 0.01% | Add +5.0% | 37,347 | $2.0M |
| Cerity Partners LLC | 0.01% | Reduce -69.4% | 36,771 | $2.0M |
| Physician Wealth Advisors, Inc. | 0.40% | Add +2.9% | 36,878 | $1.9M |
| Partners in Financial Planning | 0.37% | Add +0.3% | 31,219 | $1.7M |
| GSG Advisors LLC | 0.58% | Add +0.1% | 29,333 | $1.6M |
| Moneco Advisors, LLC | 0.23% | Add +49.4% | 27,186 | $1.5M |
| Smith Salley Wealth Management | 0.11% | Reduce -3.8% | 25,814 | $1.4M |
| Cetera Investment Advisers | 0.00% | New | 24,096 | $1.3M |
| First Foundation Advisors | 0.05% | Reduce -0.5% | 24,010 | $1.3M |
| Parsons Capital Management Inc. | 0.09% | Reduce -10.3% | 23,124 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -15.2% | 20,600 | $1.1M |
| Creative Planning | 0.00% | Add +1.1% | 19,964 | $1.1M |
| Silver Oak Securities, Incorporated | 0.15% | New | 18,503 | $996K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.8% | 18,478 | $994K |
| Stifel Financial Corp. | 0.00% | Reduce -24.5% | 17,770 | $956K |
| Merit Financial Group, LLC | 0.02% | Add +0.1% | 17,738 | $932K |
| GeoWealth Management, LLC | 0.03% | New | 16,530 | $889K |
| Goodman Advisory Group, LLC | 0.28% | Reduce -7.7% | 16,425 | $884K |
| Kaydan Wealth Management, Inc. | 0.30% | Reduce -2.3% | 16,381 | $881K |
| Planned Solutions, Inc. | 0.40% | Add +2.7% | 15,203 | $818K |
| Magnolia Capital Advisors LLC | 0.67% | Add +2.2% | 15,807 | $802K |
| Parallel Advisors, LLC | 0.02% | Reduce -8.5% | 14,687 | $790K |
| Raymond James & Associates | 0.00% | Add +9.1% | 13,363 | $719K |
| Private Advisor Group, LLC | 0.01% | Add +0.2% | 12,984 | $699K |
| Kestra Advisory Services, LLC | 0.00% | Add +174.8% | 12,848 | $691K |
| Tranquility Partners, LLC | 0.27% | No change | 12,843 | $691K |
| Cwm, LLC | 0.00% | Reduce -42.6% | 11,754 | $632K |
| Citadel Advisors | 0.00% | New | 11,744 | $632K |
| Lincoln National Corp. | 0.01% | Add +0.3% | 11,224 | $604K |
| Money Concepts Capital Corp. | 0.06% | Reduce -0.9% | 11,214 | $603K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -0.2% | 10,802 | $581K |
| Twelve Points Wealth Management LLC | 0.21% | No change | 10,468 | $563K |
| Signature Resources Capital Management, LLC | 0.51% | No change | 11,358 | $548K |
| RHS Financial, LLC | 0.32% | Add +23.5% | 10,164 | $547K |
| Bellwether Advisors, LLC | 0.12% | Add +0.3% | 9,773 | $526K |
| Capital Advisors, Ltd. LLC | 0.07% | Reduce -13.3% | 9,572 | $515K |
"% 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.