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 |
| Versant Capital Management, Inc | 0.17% | Add +810.9% | 12,962 | $782K |
| Tranquility Partners, LLC | 0.29% | Reduce -1.3% | 12,615 | $761K |
| Retirement Planning Group, LLC | 0.04% | Add +40.2% | 12,609 | $761K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.5% | 12,576 | $759K |
| Atria Investments, Inc | 0.01% | No change | 12,442 | $751K |
| Qube Research & Technologies Ltd | 0.00% | Add +3708.1% | 12,186 | $735K |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.7% | 10,611 | $640K |
| Atlas Legacy Advisors, LLC | 0.15% | — | 10,503 | $634K |
| Twelve Points Wealth Management LLC | 0.18% | No change | 10,468 | $632K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -6.2% | 10,268 | $620K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -6.5% | 10,046 | $606K |
| Bellwether Advisors, LLC | 0.11% | No change | 9,907 | $598K |
| Parkside Financial Bank & Trust | 0.07% | Add +34.0% | 9,057 | $547K |
| TAGStone Capital, Inc. | 0.26% | Add +0.3% | 8,800 | $531K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 8,544 | $516K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.2% | 8,221 | $496K |
| Cary Street Partners Financial LLC | 0.02% | — | 8,118 | $490K |
| FMR LLC | 0.00% | Add +44.3% | 7,841 | $473K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.7% | 7,290 | $440K |
| &partners | 0.01% | Add +35.9% | 7,163 | $438K |
| Townsquare Capital LLC | 0.00% | New | 7,090 | $428K |
| Parsons Capital Management Inc. | 0.02% | Reduce -30.0% | 6,687 | $404K |
| Ergawealth Advisors, Inc. | 0.20% | Reduce -10.0% | 6,666 | $402K |
| Callan Capital, LLC | 0.03% | Add +0.0% | 6,478 | $391K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -26.8% | 6,335 | $382K |
| Equitable Holdings, Inc. | 0.00% | Add +9.5% | 6,291 | $380K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | No change | 6,192 | $374K |
| Marino, Stram & Associates LLC | 0.08% | Add +10.1% | 6,164 | $372K |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 5,791 | $349K |
| Northern Trust Corp. | 0.00% | No change | 5,676 | $343K |
| Ledyard National Bank | 0.03% | Reduce -1.3% | 5,646 | $341K |
| NorthRock Partners, LLC | 0.01% | No change | 5,618 | $339K |
| Capital Analysts, LLC | 0.01% | No change | 5,576 | $337K |
| Savvy Advisors, Inc. | 0.04% | No change | 5,447 | $329K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.1% | 5,328 | $322K |
| Money Concepts Capital Corp. | 0.02% | Reduce -46.8% | 5,276 | $318K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 5,266 | $318K |
| Boston Trust Walden Corp | 0.00% | No change | 5,120 | $309K |
| L.K. Benson & Company, P.C. | 0.21% | — | 4,946 | $298K |
| JGP Wealth Management, LLC | 0.04% | Add +5.8% | 4,696 | $283K |
| Signature Resources Capital Management, LLC | 0.25% | No change | 4,682 | $283K |
| MAI Capital Management | 0.00% | Add +1.0% | 4,639 | $280K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,522 | $273K |
| Flagship Private Wealth, LLC | 0.13% | Add +10.3% | 4,327 | $261K |
| Anderson Hoagland & Co. | 0.03% | No change | 4,197 | $260K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,257 | $257K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 4,246 | $256K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +4.1% | 4,151 | $250K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -23.3% | 4,141 | $250K |
| Kanawha Capital Management LLC | 0.02% | No change | 3,995 | $241K |
| Colonial Trust Advisors | 0.02% | Reduce -22.4% | 3,879 | $234K |
| Two Sigma Securities, LLC | 0.04% | New | 3,841 | $232K |
| Bouchey Financial Group, Ltd. | 0.02% | Reduce -2.6% | 3,745 | $226K |
| Wincap Financial LLC | 0.23% | — | 3,660 | $221K |
| IHT Wealth Management, LLC | 0.01% | Reduce -5.0% | 3,591 | $217K |
| Keystone Financial Group | 0.02% | Reduce -0.3% | 3,414 | $206K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +3.3% | 2,821 | $170K |
| Morse Asset Management, Inc | 0.04% | New | 2,664 | $161K |
| Clear Investment Research, LLC | 0.20% | Reduce -5.4% | 2,571 | $155K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 2,346 | $142K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 2,290 | $138K |
| Hemington Wealth Management | 0.03% | No change | 2,117 | $127K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -17.2% | 1,677 | $101K |
| Principal Securities, Inc. | 0.00% | New | 1,561 | $94K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,529 | $92K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,527 | $92K |
| Barrett & Company, Inc. | 0.04% | No change | 1,496 | $90K |
| Assetmark, Inc. | 0.00% | Add +1205.3% | 1,488 | $90K |
| Blair William & Co. | 0.00% | No change | 1,185 | $72K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -7.4% | 1,164 | $71K |
| ORG Partners LLC | 0.01% | Add +0.1% | 767 | $46K |
| Mather Group, Llc. | 0.00% | Reduce -26.6% | 765 | $46K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -8.4% | 646 | $39K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 599 | $38K |
| Integrity Financial Corp | 0.02% | No change | 591 | $36K |
| Avalon Trust Co | 0.00% | No change | 580 | $35K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 500 | $30K |
| Synergy Asset Management, LLC | 0.00% | New | 500 | $29K |
| Creative Financial Designs Inc. | 0.00% | No change | 477 | $29K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 452 | $27K |
| Wolff Wiese Magana LLC | 0.02% | No change | 420 | $25K |
| Alexis Investment Partners, LLC | 0.01% | — | 366 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 362 | $22K |
| Rialto Wealth Management, LLC | 0.01% | — | 359 | $22K |
| Brown Brothers Harriman & Co. | 0.00% | New | 342 | $21K |
| Caldwell Trust Co | 0.00% | No change | 335 | $20K |
| AE Wealth Management LLC | 0.00% | New | 329 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 319 | $19K |
| Comerica Bank | 0.00% | Reduce -23.9% | 264 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 210 | $13K |
| US Bancorp \de | 0.00% | No change | 167 | $10K |
| 2UniFi Bank | 0.01% | — | 163 | $10K |
| Bank of Montreal | 0.00% | No change | 95 | $6K |
| Realta Investment Advisors | 0.00% | Reduce -74.9% | 91 | $6K |
| Investors Research Corp | 0.00% | No change | 86 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 62 | $4K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 50 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 49 | $3K |
| SYM FINANCIAL Corp | 0.00% | New | 38 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 24 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 21 | $1K |
| Avior Wealth Management, LLC | 0.00% | New | 15 | $905 |
| West Paces Advisors Inc. | 0.00% | No change | 11 | $664 |
| Park Square Financial Group, LLC | 0.00% | — | 7 | $422 |
"% 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.