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 |
| Quadrant Private Wealth Management, LLC | 0.14% | New | 11,179 | $623K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -0.6% | 10,740 | $598K |
| Twelve Points Wealth Management LLC | 0.20% | No change | 10,468 | $583K |
| Money Concepts Capital Corp. | 0.05% | Reduce -7.1% | 10,415 | $580K |
| RHS Financial, LLC | 0.35% | Reduce -0.3% | 10,137 | $565K |
| Bellwether Advisors, LLC | 0.12% | Add +1.2% | 9,890 | $551K |
| Capital Advisors, Ltd. LLC | 0.07% | Reduce -5.2% | 9,079 | $506K |
| Retirement Planning Group, LLC | 0.03% | No change | 8,995 | $501K |
| TAGStone Capital, Inc. | 0.28% | Add +0.3% | 8,738 | $487K |
| Susquehanna International Group, LLP | 0.00% | New | 8,696 | $484K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.9% | 8,473 | $472K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.0% | 8,206 | $457K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 8,118 | $452K |
| Ergawealth Advisors, Inc. | 0.22% | Reduce -0.0% | 7,404 | $412K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -3.2% | 7,012 | $390K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.5% | 6,589 | $367K |
| Callan Capital, LLC | 0.03% | Add +0.0% | 6,473 | $360K |
| KM Capital Management Ltd. | 0.18% | New | 6,396 | $356K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | Reduce -29.9% | 6,192 | $345K |
| Castle Rock Wealth Management, LLC | 0.09% | No change | 6,154 | $343K |
| Ledyard National Bank | 0.03% | Reduce -2.1% | 5,862 | $326K |
| NorthRock Partners, LLC | 0.01% | No change | 5,618 | $313K |
| Marino, Stram & Associates LLC | 0.08% | Add +0.0% | 5,595 | $312K |
| Capital Analysts, LLC | 0.01% | No change | 5,576 | $311K |
| Boston Trust Walden Corp | 0.00% | No change | 5,120 | $285K |
| Colonial Trust Advisors | 0.03% | Reduce -1.9% | 4,991 | $278K |
| NewEdge Advisors, LLC | 0.00% | Add +11.0% | 4,874 | $271K |
| MAI Capital Management | 0.00% | No change | 4,854 | $270K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.4% | 4,522 | $252K |
| Anderson Hoagland & Co. | 0.02% | No change | 4,197 | $238K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,257 | $237K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 4,246 | $236K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 4,208 | $234K |
| Columbus Macro, LLC | 0.09% | New | 4,143 | $231K |
| Fisher Asset Management | 0.00% | New | 4,127 | $230K |
| JGP Wealth Management, LLC | 0.03% | New | 4,007 | $223K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 4,003 | $223K |
| Kanawha Capital Management LLC | 0.02% | No change | 3,995 | $222K |
| Flagship Private Wealth, LLC | 0.13% | Add +0.0% | 3,903 | $217K |
| Dean, Jacobson Financial Services, LLC | 0.17% | No change | 3,887 | $216K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.3% | 3,863 | $215K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,845 | $214K |
| Clear Investment Research, LLC | 0.28% | No change | 3,818 | $213K |
| &partners | 0.01% | New | 3,642 | $203K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.4% | 3,398 | $189K |
| FMR LLC | 0.00% | Add +11.6% | 2,764 | $154K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +0.2% | 2,722 | $152K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -11.8% | 2,333 | $132K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 2,273 | $127K |
| Aspire Wealth Management Corp | 0.06% | Add +0.1% | 2,036 | $113K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -4.8% | 1,996 | $111K |
| Mather Group, Llc. | 0.00% | Reduce -14.7% | 1,816 | $98K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.6% | 1,529 | $85K |
| Clearstead Advisors, LLC | 0.00% | Add +14.1% | 1,527 | $85K |
| Barrett & Company, Inc. | 0.04% | No change | 1,496 | $83K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,276 | $71K |
| Blair William & Co. | 0.00% | No change | 1,185 | $66K |
| ORG Partners LLC | 0.01% | New | 765 | $43K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -79.8% | 731 | $41K |
| Realta Investment Advisors | 0.01% | Reduce -4.7% | 707 | $39K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -19.3% | 704 | $39K |
| Colonial Trust Co / SC | 0.01% | No change | 600 | $33K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 599 | $33K |
| Integrity Financial Corp | 0.02% | No change | 591 | $33K |
| Avalon Trust Co | 0.00% | No change | 580 | $32K |
| Creative Financial Designs Inc. | 0.00% | No change | 525 | $29K |
| Central Pacific Bank - Trust Division | 0.00% | New | 481 | $27K |
| Wolff Wiese Magana LLC | 0.02% | No change | 420 | $23K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 361 | $20K |
| Larson Financial Group LLC | 0.00% | New | 359 | $20K |
| Comerica Bank | 0.00% | No change | 359 | $20K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 350 | $19K |
| Caldwell Trust Co | 0.00% | No change | 335 | $19K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 332 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 210 | $12K |
| International Assets Investment Management, LLC | 0.00% | New | 168 | $9K |
| US Bancorp \de | 0.00% | No change | 167 | $9K |
| Hershey Financial Advisers, LLC | 0.01% | — | 155 | $9K |
| Trust Co. of Vermont | 0.00% | New | 92 | $5K |
| Investors Research Corp | 0.00% | No change | 86 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 62 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.8% | 59 | $3K |
| Assetmark, Inc. | 0.00% | Add +57.1% | 55 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | — | 49 | $3K |
| M&R Capital Management Inc. | 0.00% | No change | 47 | $3K |
| Spire Wealth Management | 0.00% | No change | 31 | $2K |
| Global Trust Asset Management, LLC | 0.00% | No change | 25 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 24 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 21 | $1K |
"% 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.