iShares US Equity Factor ETFLRGFETF
13F holders, Q2 2024 (June 30)189holders +16
20new positions
9sold out
4famous investors
$55.70avg. 13F price*
At the end of Q2 2024, 189 institutions reported holding iShares US Equity Factor ETF (LRGF) in their 13F filings, up 16 from Q1 2024. 20 opened new positions and 9 sold out. The largest holders were Strategic Financial Services, Inc. ($238.8M), Halbert Hargrove Global Advisors, LLC ($178.7M) and SigFig Wealth Management, LLC ($113.7M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $19.2M |
| Exits | 9 | $9.7M |
All 13F filers, Q1 2024 → Q2 2024: 3,603,002 shares bought and 1,256,580 shares sold, net +2,346,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 189 holders
| Strategic Financial Services, Inc. | 15.11% | Reduce -0.3% | 4,288,388 | $238.8M |
| Halbert Hargrove Global Advisors, LLC | 10.48% | Add +394.3% | 3,208,366 | $178.7M |
| SigFig Wealth Management, LLC | 4.27% | Reduce -0.3% | 2,040,813 | $113.7M |
| Tolleson Wealth Management, Inc. | 22.29% | Reduce -1.4% | 2,029,070 | $113.0M |
| Wells Fargo & Company | 0.03% | Add +4.1% | 1,848,297 | $102.9M |
| Plancorp, LLC | 3.60% | Add +2.2% | 1,491,331 | $83.1M |
| Ullmann Wealth Partners Group, LLC | 11.66% | Add +3.7% | 1,468,081 | $81.8M |
| Clearwater Capital Advisors, LLC | 5.98% | Reduce -2.3% | 1,014,142 | $56.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 634,429 | $35.3M |
| Integrated Wealth Concepts LLC | 0.47% | Reduce -48.2% | 612,887 | $34.1M |
| Cardinal Point Capital Management ULC | 5.93% | Add +2.8% | 612,153 | $34.1M |
| Morgan Stanley | 0.00% | Add +5.9% | 573,868 | $32.0M |
| Stokes Family Office, LLC | 3.70% | Reduce -26.2% | 566,982 | $31.6M |
| Phillips Financial Management, LLC | 2.46% | Reduce -10.3% | 534,788 | $29.8M |
| Focus Partners Wealth | 0.10% | Add +0.1% | 528,737 | $29.4M |
| Cora Capital Advisors LLC | 13.31% | Add +1.1% | 464,404 | $25.9M |
| Pettinga Financial Advisors LLC | 6.29% | Add +3.9% | 451,019 | $25.1M |
| Conrad Siegel Investment Advisors, Inc. | 7.07% | Add +0.7% | 436,678 | $24.3M |
| Ewa, LLC | 9.70% | Add +0.9% | 412,780 | $23.4M |
| ShoreHaven Wealth Partners, LLC | 12.17% | Reduce -3.3% | 415,864 | $23.2M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 387,474 | $21.6M |
| Beirne Wealth Consulting Services, LLC | 8.05% | Reduce -1.6% | 358,310 | $20.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -3.3% | 352,145 | $19.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.6% | 350,286 | $19.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.7% | 341,320 | $19.0M |
| Compound Planning, Inc. | 1.30% | Add +76.7% | 315,341 | $17.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.1% | 231,902 | $12.9M |
| Acropolis Investment Management, LLC | 0.81% | Add +8.1% | 228,889 | $12.7M |
| Wade Financial Advisory, Inc | 4.58% | Reduce -0.7% | 228,540 | $12.7M |
| Foster & Motley Inc. | 0.86% | Add +1.6% | 224,661 | $12.5M |
| Corient Private Wealth LP | 0.02% | Reduce -3.8% | 186,190 | $10.4M |
| Family Capital Trust Co | 3.22% | Reduce -0.7% | 176,690 | $9.8M |
| HB Wealth Management, LLC | 0.10% | Reduce -1.3% | 153,457 | $8.5M |
| World Investment Advisors | 0.52% | Reduce -1.1% | 149,855 | $8.3M |
| Kestra Investment Management, LLC | 0.56% | — | 146,913 | $8.2M |
| DDFG, Inc | 2.47% | Add +1.4% | 143,692 | $8.0M |
| Royal Harbor Partners, LLC | 3.18% | Add +2.0% | 138,053 | $7.7M |
| BlackRock Inc. | 0.00% | Reduce -0.7% | 135,180 | $7.5M |
| LPL Financial LLC | 0.00% | Add +22.0% | 124,844 | $7.0M |
| Kingsview Wealth Management, LLC | 0.16% | Add +81.3% | 123,796 | $6.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.8% | 120,109 | $6.7M |
| Signature Estate & Investment Advisors LLC | 0.17% | New | 119,209 | $6.6M |
| Forte Asset Management LLC | 3.65% | Add +0.9% | 111,029 | $6.2M |
| Citigroup Inc. | 0.01% | Add +48.5% | 110,033 | $6.1M |
| AlTi Global, Inc. | 0.16% | New | 106,491 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | — | 109,743 | $5.7M |
| MML Investors Services, LLC | 0.02% | Add +34.3% | 101,800 | $5.7M |
| Nova R Wealth, Inc. | 2.86% | Add +0.2% | 99,617 | $5.5M |
| Sterneck Capital Management, LLC | 3.13% | Reduce -0.1% | 99,148 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +9.4% | 94,368 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +0.8% | 93,170 | $5.2M |
| Farther Finance Advisors, LLC | 0.25% | Reduce -1.6% | 92,160 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.4% | 91,612 | $5.1M |
| Wescott Financial Advisory Group, LLC | 0.57% | Reduce -4.3% | 88,728 | $4.9M |
| StoneX Group Inc. | 0.35% | Add +5.6% | 78,901 | $4.4M |
| Parallel Advisors, LLC | 0.11% | Add +431.3% | 78,036 | $4.3M |
| Addison Advisors LLC | 1.40% | Reduce -3.0% | 77,934 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +5.8% | 74,965 | $4.2M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -7.6% | 61,949 | $3.4M |
| JFS Wealth Advisors, LLC | 0.27% | Reduce -1.4% | 60,437 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Add +23.1% | 58,457 | $3.3M |
| Allworth Financial LP | 0.02% | Reduce -0.5% | 49,279 | $2.8M |
| Market Street Wealth Management Advisors LLC | 0.47% | Reduce -16.9% | 49,615 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Reduce -1.2% | 49,259 | $2.7M |
| RVW Wealth, LLC | 0.27% | Reduce -4.8% | 47,941 | $2.7M |
| Diversify Advisory Services, LLC | 0.14% | Reduce -6.4% | 43,888 | $2.5M |
| Hobbs Group Advisors, LLC | 0.91% | — | 42,877 | $2.4M |
| Physician Wealth Advisors, Inc. | 0.42% | Add +5.6% | 38,930 | $2.3M |
| UBS Group AG | 0.00% | Reduce -12.8% | 39,727 | $2.2M |
| Cerity Partners LLC | 0.01% | Add +0.2% | 36,860 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -2.8% | 36,290 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | New | 34,474 | $1.9M |
| GSG Advisors LLC | 0.58% | Add +0.1% | 29,360 | $1.6M |
| Moneco Advisors, LLC | 0.23% | Add +2.2% | 27,794 | $1.5M |
| Smith Salley Wealth Management | 0.10% | No change | 25,814 | $1.4M |
| First Foundation Advisors | 0.05% | Reduce -1.2% | 23,730 | $1.3M |
| Partners in Financial Planning | 0.27% | Reduce -28.1% | 22,440 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -6.9% | 22,426 | $1.2M |
| Goodman Advisory Group, LLC | 0.35% | Add +26.6% | 20,801 | $1.2M |
| Creative Planning | 0.00% | Add +0.2% | 20,008 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +55.2% | 19,944 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.1% | 18,098 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Add +0.1% | 17,759 | $989K |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 17,577 | $979K |
| Advisory Services Network, LLC | 0.02% | Add +157.1% | 16,876 | $940K |
| Kaydan Wealth Management, Inc. | 0.32% | Reduce -1.4% | 16,157 | $900K |
| Planned Solutions, Inc. | 0.43% | Add +3.2% | 15,695 | $874K |
| Parsons Capital Management Inc. | 0.06% | Reduce -32.7% | 15,568 | $867K |
| Magnolia Capital Advisors LLC | 0.48% | Reduce -2.3% | 15,439 | $860K |
| AQR Capital Management | 0.00% | New | 14,691 | $818K |
| Weil Company, Inc. | 0.27% | New | 13,439 | $748K |
| Private Advisor Group, LLC | 0.01% | Add +2.4% | 13,301 | $741K |
| Tranquility Partners, LLC | 0.28% | No change | 12,843 | $715K |
| Citadel Advisors | 0.00% | Add +8.8% | 12,777 | $712K |
| CreativeOne Wealth, LLC | 0.04% | Reduce -73.7% | 12,452 | $694K |
| Atria Investments, Inc | 0.01% | New | 12,442 | $693K |
| Cwm, LLC | 0.00% | Add +0.2% | 11,780 | $656K |
| Raymond James & Associates | 0.00% | Reduce -14.0% | 11,491 | $640K |
| Signature Resources Capital Management, LLC | 0.52% | Reduce -0.7% | 11,275 | $628K |
| Renaissance Technologies | 0.00% | Reduce -45.6% | 11,200 | $624K |
"% 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.