iShares US Equity Factor ETFLRGFETF
13F holders, Q3 2024 (September 30)192holders +3
13new positions
9sold out
2famous investors
$58.80avg. 13F price*
At the end of Q3 2024, 192 institutions reported holding iShares US Equity Factor ETF (LRGF) in their 13F filings, up 3 from Q2 2024. 13 opened new positions and 9 sold out. The largest holders were Strategic Financial Services, Inc. ($246.6M), Halbert Hargrove Global Advisors, LLC ($192.2M) and SigFig Wealth Management, LLC ($115.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares US Equity Factor ETF
- CUSIP
- 46434V282
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $35.6M |
| Exits | 9 | $8.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,687,029 shares bought and 1,038,690 shares sold, net +648,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 192 holders
| Strategic Financial Services, Inc. | 14.63% | Reduce -2.1% | 4,196,277 | $246.6M |
| Halbert Hargrove Global Advisors, LLC | 10.65% | Add +1.9% | 3,270,070 | $192.2M |
| SigFig Wealth Management, LLC | 4.20% | Reduce -3.2% | 1,976,092 | $115.8M |
| Tolleson Wealth Management, Inc. | 21.87% | Reduce -3.8% | 1,952,617 | $114.8M |
| Wells Fargo & Company | 0.03% | Reduce -3.0% | 1,793,381 | $105.4M |
| Ullmann Wealth Partners Group, LLC | 11.60% | Add +3.9% | 1,525,875 | $89.7M |
| Plancorp, LLC | 3.65% | Add +2.0% | 1,520,756 | $89.4M |
| Clearwater Capital Advisors, LLC | 5.91% | Add +1.8% | 1,031,998 | $60.7M |
| Integrated Wealth Concepts LLC | 0.52% | Add +19.3% | 731,132 | $43.0M |
| JPMorgan Chase & Co. | 0.00% | Add +4.4% | 662,548 | $38.9M |
| Cardinal Point Capital Management ULC | 6.20% | Add +3.4% | 632,786 | $37.2M |
| Affinity Wealth Management LLC | 5.38% | New | 516,437 | $30.4M |
| Focus Partners Wealth | 0.10% | Reduce -2.4% | 515,844 | $30.3M |
| Morgan Stanley | 0.00% | Reduce -11.9% | 505,561 | $29.7M |
| Phillips Financial Management, LLC | 2.28% | Reduce -6.4% | 500,647 | $29.4M |
| Compound Planning, Inc. | 1.77% | Add +53.1% | 482,654 | $28.4M |
| Cora Capital Advisors LLC | 13.31% | Reduce -1.0% | 459,639 | $27.0M |
| Pettinga Financial Advisors LLC | 6.35% | Add +1.2% | 456,252 | $26.8M |
| Conrad Siegel Investment Advisors, Inc. | 6.91% | Reduce -0.3% | 435,192 | $25.6M |
| ShoreHaven Wealth Partners, LLC | 11.62% | Reduce -1.4% | 410,126 | $24.1M |
| Stokes Family Office, LLC | 2.62% | Reduce -28.2% | 407,039 | $23.9M |
| Ewa, LLC | 8.31% | Reduce -8.2% | 379,083 | $23.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.2% | 385,961 | $22.7M |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 378,395 | $22.2M |
| Kestra Investment Management, LLC | 0.95% | Add +155.3% | 375,104 | $22.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.2% | 340,583 | $20.0M |
| Beirne Wealth Consulting Services, LLC | 6.91% | Reduce -6.5% | 335,027 | $19.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -6.4% | 329,618 | $19.4M |
| Wade Financial Advisory, Inc | 4.57% | Add +1.1% | 231,026 | $13.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.9% | 229,902 | $13.5M |
| Acropolis Investment Management, LLC | 0.78% | Reduce -2.8% | 222,479 | $13.1M |
| Foster & Motley Inc. | 0.82% | Reduce -1.8% | 220,691 | $13.0M |
| Corient Private Wealth LP | 0.02% | Reduce -4.2% | 178,319 | $10.5M |
| Family Capital Trust Co | 3.33% | Reduce -0.3% | 176,215 | $10.4M |
| HB Wealth Management, LLC | 0.10% | Add +0.0% | 153,463 | $9.0M |
| World Investment Advisors | 0.28% | Add +2.1% | 153,014 | $9.0M |
| DDFG, Inc | 2.53% | Add +5.0% | 150,831 | $8.9M |
| LPL Financial LLC | 0.00% | Add +15.3% | 143,974 | $8.5M |
| BlackRock, Inc. | 0.00% | — | 142,951 | $8.4M |
| Citigroup Inc. | 0.01% | Add +29.4% | 142,433 | $8.4M |
| Sanctuary Advisors, LLC | 0.05% | Add +21.1% | 132,908 | $8.2M |
| AlTi Global, Inc. | 0.18% | Add +16.5% | 124,042 | $7.3M |
| MML Investors Services, LLC | 0.03% | Add +19.1% | 121,227 | $7.1M |
| Signature Estate & Investment Advisors LLC | 0.16% | Reduce -0.5% | 118,564 | $7.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.9% | 116,596 | $6.9M |
| Forte Asset Management LLC | 3.59% | Add +3.2% | 114,604 | $6.7M |
| Nova R Wealth, Inc. | 2.89% | Add +0.3% | 99,899 | $5.9M |
| Sterneck Capital Management, LLC | 3.01% | Reduce -4.5% | 94,722 | $5.6M |
| Farther Finance Advisors, LLC | 0.20% | Reduce -0.4% | 91,772 | $5.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 91,672 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.9% | 91,426 | $5.4M |
| Parallel Advisors, LLC | 0.12% | Add +14.9% | 89,650 | $5.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.7% | 88,240 | $5.2M |
| Wescott Financial Advisory Group, LLC | 0.55% | Reduce -1.5% | 87,401 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +124.9% | 77,542 | $4.5M |
| Addison Advisors LLC | 1.22% | Reduce -4.0% | 74,834 | $4.4M |
| StoneX Group Inc. | 0.30% | Reduce -10.2% | 70,888 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 70,463 | $4.1M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -45.0% | 68,087 | $4.0M |
| JFS Wealth Advisors, LLC | 0.24% | Add +1.3% | 61,217 | $3.6M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -3.4% | 59,826 | $3.5M |
| Cerity Partners LLC | 0.01% | Add +40.1% | 51,633 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 51,078 | $3.0M |
| Allworth Financial LP | 0.02% | Add +0.3% | 49,452 | $2.9M |
| Diversify Advisory Services, LLC | 0.15% | Add +7.6% | 47,216 | $2.8M |
| RVW Wealth, LLC | 0.26% | Reduce -0.0% | 47,931 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Reduce -3.4% | 47,588 | $2.8M |
| Market Street Wealth Management Advisors LLC | 0.44% | Reduce -8.4% | 45,451 | $2.7M |
| UBS Group AG | 0.00% | Add +11.6% | 44,320 | $2.6M |
| KM Capital Management Ltd. | 1.37% | Add +580.0% | 43,490 | $2.6M |
| Hobbs Group Advisors, LLC | 0.90% | No change | 42,877 | $2.5M |
| Physician Wealth Advisors, Inc. | 0.42% | Add +0.3% | 39,035 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -4.4% | 34,679 | $2.0M |
| AQR Capital Management | 0.00% | Add +128.0% | 33,496 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +72.1% | 31,144 | $1.8M |
| GSG Advisors LLC | 0.57% | Add +0.1% | 29,398 | $1.7M |
| Moneco Advisors, LLC | 0.20% | Reduce -2.3% | 27,163 | $1.6M |
| RHS Financial, LLC | 0.77% | Add +157.1% | 26,063 | $1.5M |
| Smith Salley Wealth Management | 0.10% | No change | 25,814 | $1.5M |
| First Foundation Advisors | 0.05% | No change | 23,730 | $1.4M |
| Goodman Advisory Group, LLC | 0.38% | Add +10.3% | 22,937 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 22,275 | $1.3M |
| Partners in Financial Planning | 0.26% | Reduce -1.0% | 22,209 | $1.3M |
| Creative Planning | 0.00% | Add +0.1% | 20,038 | $1.2M |
| Planned Solutions, Inc. | 0.43% | Add +14.5% | 17,970 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 17,641 | $1.0M |
| Weil Company, Inc. | 0.32% | Add +21.6% | 16,345 | $961K |
| Kaydan Wealth Management, Inc. | 0.28% | Reduce -1.0% | 15,997 | $940K |
| Advisory Services Network, LLC | 0.02% | No change | 16,876 | $940K |
| Renaissance Technologies | 0.00% | Add +24.1% | 13,900 | $817K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.9% | 13,175 | $774K |
| Quadrant Private Wealth Management, LLC | 0.19% | Add +17.2% | 13,099 | $770K |
| Tranquility Partners, LLC | 0.27% | Reduce -0.5% | 12,783 | $751K |
| Magnolia Capital Advisors LLC | 0.37% | Reduce -17.6% | 12,730 | $748K |
| Atria Investments, Inc | 0.01% | No change | 12,442 | $731K |
| Baird Financial Group, Inc. | 0.00% | Reduce -79.7% | 11,885 | $698K |
| Cwm, LLC | 0.00% | Add +0.3% | 11,817 | $694K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -12.1% | 10,944 | $643K |
| Raymond James & Associates | 0.00% | Reduce -5.7% | 10,832 | $637K |
| Merriman Wealth Management, LLC | 0.03% | No change | 10,740 | $631K |
"% 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.