iShares US Equity Factor ETFLRGFETF
13F holders, Q4 2024 (December 31)204holders +12
15new positions
12sold out
2famous investors
$60.37avg. 13F price*
At the end of Q4 2024, 204 institutions reported holding iShares US Equity Factor ETF (LRGF) in their 13F filings, up 12 from Q3 2024. 15 opened new positions and 12 sold out. The largest holders were Strategic Financial Services, Inc. ($222.2M), Halbert Hargrove Global Advisors, LLC ($202.1M) and SigFig Wealth Management, LLC ($119.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.8M |
| Exits | 12 | $5.2M |
All 13F filers, Q3 2024 → Q4 2024: 2,275,832 shares bought and 1,186,389 shares sold, net +1,089,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 204 holders
| Strategic Financial Services, Inc. | 13.25% | Reduce -12.2% | 3,682,638 | $222.2M |
| Halbert Hargrove Global Advisors, LLC | 11.34% | Add +2.4% | 3,349,515 | $202.1M |
| SigFig Wealth Management, LLC | 4.33% | Reduce -0.1% | 1,973,566 | $119.6M |
| Wells Fargo & Company | 0.03% | Add +3.2% | 1,850,538 | $111.7M |
| Tolleson Wealth Management, Inc. | 22.74% | Reduce -5.9% | 1,837,506 | $110.9M |
| Ullmann Wealth Partners Group, LLC | 11.99% | Add +0.9% | 1,539,884 | $92.9M |
| Plancorp, LLC | 3.76% | Reduce -0.3% | 1,515,832 | $91.5M |
| JPMorgan Chase & Co. | 0.01% | Add +128.5% | 1,514,134 | $91.4M |
| Integrated Wealth Concepts LLC | 0.78% | Add +51.5% | 1,107,292 | $66.8M |
| Clearwater Capital Advisors, LLC | 6.11% | Add +0.3% | 1,034,725 | $62.4M |
| Cardinal Point Capital Management ULC | 6.47% | Add +6.7% | 675,164 | $40.7M |
| Morgan Stanley | 0.00% | Add +32.3% | 669,011 | $40.4M |
| Compound Planning, Inc. | 1.89% | Add +28.5% | 620,387 | $37.4M |
| Affinity Wealth Management LLC | 5.53% | Add +0.1% | 516,882 | $31.2M |
| Focus Partners Wealth | 0.08% | Reduce -0.4% | 513,954 | $31.0M |
| Cora Capital Advisors LLC | 13.48% | Add +0.8% | 463,208 | $28.0M |
| Pettinga Financial Advisors LLC | 6.15% | Reduce -1.3% | 450,127 | $27.2M |
| Phillips Financial Management, LLC | 1.98% | Reduce -16.5% | 418,148 | $25.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.9% | 416,546 | $25.1M |
| Kestra Investment Management, LLC | 0.96% | Add +8.0% | 405,247 | $24.5M |
| ShoreHaven Wealth Partners, LLC | 11.48% | Reduce -1.8% | 402,888 | $24.3M |
| Conrad Siegel Investment Advisors, Inc. | 6.55% | Reduce -7.5% | 402,574 | $24.3M |
| Ewa, LLC | 8.90% | Add +3.6% | 392,892 | $23.7M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 376,515 | $22.7M |
| Stokes Family Office, LLC | 2.27% | Reduce -13.4% | 352,305 | $21.3M |
| Beirne Wealth Consulting Services, LLC | 7.35% | Add +0.8% | 337,543 | $20.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.8% | 320,499 | $19.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -12.3% | 298,759 | $18.0M |
| Wade Financial Advisory, Inc | 4.89% | Add +3.5% | 239,111 | $14.4M |
| Foster & Motley Inc. | 0.84% | Reduce -3.5% | 212,879 | $12.8M |
| Acropolis Investment Management, LLC | 0.76% | Reduce -4.4% | 212,734 | $12.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -22.1% | 179,163 | $10.8M |
| LPL Financial LLC | 0.00% | Add +19.7% | 172,380 | $10.4M |
| Family Capital Trust Co | 3.47% | Reduce -3.8% | 169,447 | $10.2M |
| World Investment Advisors | 0.27% | Add +5.2% | 161,000 | $9.7M |
| AlTi Global, Inc. | 0.23% | Add +27.6% | 158,286 | $9.6M |
| DDFG, Inc | 2.68% | Add +2.0% | 153,807 | $9.3M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.9% | 152,018 | $9.2M |
| Stonebridge Financial Group, LLC | 1.00% | — | 149,619 | $9.0M |
| Sanctuary Advisors, LLC | 0.05% | Add +2.4% | 136,094 | $8.5M |
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 140,922 | $8.5M |
| Corient Private Wealth LP | 0.01% | Reduce -19.4% | 143,777 | $8.5M |
| Citigroup Inc. | 0.01% | Reduce -2.8% | 138,483 | $8.4M |
| Obsido Oy | 7.03% | — | 129,585 | $7.8M |
| Raymond James Financial Inc. | 0.00% | — | 126,342 | $7.6M |
| Signature Estate & Investment Advisors LLC | 0.17% | Reduce -2.7% | 115,415 | $7.0M |
| MML Investors Services, LLC | 0.02% | Reduce -14.3% | 103,947 | $6.3M |
| Forte Asset Management LLC | 3.21% | Reduce -12.6% | 100,179 | $6.0M |
| Nova R Wealth, Inc. | 3.05% | Add +0.3% | 100,158 | $6.0M |
| Jones Financial Companies LLLP | 0.01% | Add +25.1% | 97,019 | $5.9M |
| Farther Finance Advisors, LLC | 0.21% | Add +5.2% | 96,510 | $5.8M |
| Parallel Advisors, LLC | 0.13% | Add +7.6% | 96,491 | $5.8M |
| Sterneck Capital Management, LLC | 3.07% | Reduce -0.6% | 94,173 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 93,965 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.4% | 91,251 | $5.5M |
| Wescott Financial Advisory Group, LLC | 0.54% | Reduce -2.0% | 85,617 | $5.2M |
| Cwm, LLC | 0.02% | Add +607.9% | 83,654 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -16.2% | 76,637 | $4.6M |
| Quantinno Capital Management LP | 0.04% | Add +704.9% | 74,238 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.8% | 73,127 | $4.4M |
| Addison Advisors LLC | 1.21% | Reduce -4.1% | 71,791 | $4.3M |
| Kingsview Wealth Management, LLC | 0.08% | Add +1.5% | 69,090 | $4.2M |
| StoneX Group Inc. | 0.22% | Reduce -4.9% | 67,407 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +106.5% | 64,321 | $3.9M |
| JFS Wealth Advisors, LLC | 0.26% | Add +1.7% | 62,257 | $3.8M |
| LifeGoal Investments, LLC | 3.93% | — | 60,087 | $3.6M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -4.5% | 57,115 | $3.4M |
| Allworth Financial LP | 0.02% | Add +3.3% | 51,063 | $3.2M |
| Diversify Advisory Services, LLC | 0.17% | Add +11.1% | 52,466 | $3.1M |
| Cerity Partners LLC | 0.01% | Reduce -1.7% | 50,771 | $3.1M |
| KM Capital Management Ltd. | 1.57% | Add +15.6% | 50,265 | $3.0M |
| RVW Wealth, LLC | 0.27% | Reduce -0.6% | 47,651 | $2.9M |
| AQR Capital Management | 0.00% | Add +38.5% | 46,407 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Reduce -7.7% | 43,913 | $2.7M |
| Market Street Wealth Management Advisors LLC | 0.42% | Reduce -8.4% | 41,611 | $2.5M |
| Physician Wealth Advisors, Inc. | 0.41% | Add +3.0% | 40,187 | $2.4M |
| Hobbs Group Advisors, LLC | 0.86% | Reduce -11.1% | 38,114 | $2.3M |
| UBS Group AG | 0.00% | Reduce -14.0% | 38,099 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -1.6% | 34,122 | $2.1M |
| RHS Financial, LLC | 0.95% | Add +17.1% | 30,514 | $1.8M |
| GSG Advisors LLC | 0.56% | Add +0.1% | 29,433 | $1.8M |
| Hershey Financial Advisers, LLC | 1.48% | — | 27,866 | $1.7M |
| Moneco Advisors, LLC | 0.17% | Add +0.7% | 27,342 | $1.7M |
| Smith Salley Wealth Management | 0.10% | No change | 25,814 | $1.6M |
| Renaissance Technologies | 0.00% | Add +73.4% | 24,100 | $1.5M |
| First Foundation Advisors | 0.05% | No change | 23,730 | $1.4M |
| Betterment LLC | 0.00% | New | 23,171 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 22,479 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +25.9% | 22,209 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +338.6% | 21,414 | $1.3M |
| Creative Planning | 0.00% | Add +5.3% | 21,097 | $1.3M |
| Goodman Advisory Group, LLC | 0.37% | Reduce -8.7% | 20,950 | $1.3M |
| Partners in Financial Planning | 0.25% | Reduce -7.8% | 20,477 | $1.2M |
| Weil Company, Inc. | 0.39% | Add +14.5% | 18,708 | $1.1M |
| Magnolia Capital Advisors LLC | 0.29% | Add +45.0% | 18,462 | $1.1M |
| Commons Capital, LLC | 0.97% | New | 17,743 | $1.1M |
| Planned Solutions, Inc. | 0.43% | Reduce -3.4% | 17,364 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.5% | 16,792 | $1.0M |
| Kaydan Wealth Management, Inc. | 0.30% | Reduce -7.5% | 14,800 | $893K |
| Quadrant Private Wealth Management, LLC | 0.20% | Add +2.5% | 13,432 | $811K |
"% 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.